|
Institutional
Holders
Total
Institutions:
|
176 17 |
|
Total
shares held :
|
67,762,816 |
|
% of shares
held :
|
75.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
9,561,585 |
|
% of shares
held change :
|
10.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
160 |
- |
2024-03-31 |
1,984,814 |
$57,166,000 |
-17,303 |
|
MML INVESTORS SERVICES LLC |
125 |
- |
2024-03-31 |
1,542,448 |
$44,422,000 |
-122,640 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
211 |
- |
2024-03-31 |
1,254,544 |
$36,131,000 |
-18,450 |
|
Johnson Bixby & Associates LLC |
4 |
- |
2024-03-31 |
1,241,314 |
$35,750,000 |
-248,657 |
|
WNY Asset Management LLC |
4 |
- |
2024-03-31 |
1,231,510 |
$35,467,000 |
-13,286 |
|
CI Private Wealth LLC |
376 |
- |
2024-03-31 |
745,056 |
$21,458,000 |
-77,801 |
|
DAVIDSON D A & CO |
102 |
- |
2024-03-31 |
676,671 |
$19,488,000 |
-82,953 |
|
JANNEY MONTGOMERY SCOTT LLC |
347 |
- |
2024-03-31 |
656,577 |
$18,909,000 |
-182,591 |
|
Reliant Wealth Planning |
4 |
- |
2024-03-31 |
596,288 |
$17,173,000 |
-61,800 |
|
OLD MISSION CAPITAL LLC |
49 |
- |
2024-03-31 |
426,730 |
$12,290,000 |
-16,493 |
|
Bleakley Financial Group LLC |
55 |
- |
2024-03-31 |
421,477 |
$12,139,000 |
-9,252 |
|
WEST MICHIGAN ADVISORS LLC |
4 |
- |
2024-03-31 |
291,474 |
$8,394,000 |
-2,627 |
|
FinDec Wealth Services Inc. |
5 |
- |
2024-03-31 |
264,845 |
$7,628,000 |
-671 |
|
AXXCESS WEALTH MANAGEMENT LLC |
92 |
- |
2024-03-31 |
248,289 |
$7,151,000 |
-36,570 |
|
Gerber Kawasaki Wealth & Investment Management |
59 |
- |
2024-03-31 |
215,636 |
$6,210,000 |
-1,316 |
|
U.S. Capital Wealth Advisors LLC |
111 |
- |
2024-03-31 |
194,382 |
$5,598,000 |
-2,305 |
|
Carson Advisory Inc. |
2 |
- |
2024-03-31 |
193,444 |
$5,571,000 |
-281 |
|
FINANCIAL MANAGEMENT NETWORK INC |
23 |
- |
2024-03-31 |
161,081 |
$4,576,000 |
-6,211 |
|
FSM Wealth Advisors LLC |
19 |
- |
2024-03-31 |
138,715 |
$3,995,000 |
-22,379 |
|
AA Financial Advisors LLC |
23 |
- |
2024-03-31 |
117,101 |
$3,373,000 |
-17,423 |
|
MULTIFINANCIAL SECURITIES CORP |
628 |
- |
2024-03-31 |
108,191 |
$3,116,000 |
-2,964 |
|
HIGHTOWER ADVISORS, LLC |
1179 |
- |
2024-03-31 |
108,129 |
$3,116,000 |
-32,031 |
|
OneAscent Financial Services LLC |
55 |
- |
2024-03-31 |
98,902 |
$2,848,000 |
-30,612 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
519 |
- |
2024-03-31 |
94,841 |
$2,731,000 |
-6,875 |
|
BROWN BROTHERS HARRIMAN & CO |
187 |
- |
2024-03-31 |
79,321 |
$2,284,000 |
-38,274 |
|
Tradition Wealth Management LLC |
89 |
- |
2024-03-31 |
78,953 |
$2,274,000 |
-985 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
25 |
- |
2024-03-31 |
73,932 |
$2,129,000 |
-13,322 |
|
CRITERION CAPITAL ADVISORS LLC |
33 |
- |
2024-03-31 |
47,645 |
$1,372,000 |
-1,415 |
|
JANE STREET GROUP LLC |
2809 |
- |
2024-03-31 |
43,436 |
$1,251,000 |
-216,364 |
|
Financial Advocates Investment Management |
283 |
- |
2024-03-31 |
40,367 |
$1,163,000 |
-5,623 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
420 |
- |
2024-03-31 |
40,217 |
$1,158,000 |
-9 |
|
Ergawealth Advisors Inc. |
20 |
- |
2024-03-31 |
38,191 |
$1,100,000 |
-8,430 |
|
Integrated Wealth Concepts LLC |
744 |
- |
2024-03-31 |
34,479 |
$993,000 |
-5,257 |
|
Calton & Associates Inc. |
51 |
- |
2024-03-31 |
34,062 |
$981,000 |
-792 |
|
Procyon Private Wealth Partners LLC |
232 |
- |
2024-03-31 |
32,072 |
$924,000 |
-33 |
|
Belpointe Asset Management LLC |
292 |
- |
2024-03-31 |
31,784 |
$915,000 |
-273 |
|
CREATIVE PLANNING |
1623 |
- |
2024-03-31 |
23,587 |
$679,000 |
-1,107 |
|
Atria Wealth Solutions Inc. |
1248 |
- |
2024-03-31 |
17,600 |
$507,000 |
-2,997 |
|
Beacon Financial Advisory LLC |
119 |
- |
2024-03-31 |
17,205 |
$496,000 |
-184 |
|
PROEQUITIES INC. |
467 |
- |
2024-03-31 |
15,455 |
$445,000 |
-363 |
|
BB&T CORP |
2156 |
- |
2024-03-31 |
12,693 |
$366,000 |
-1,954 |
|
RENAISSANCE TECHNOLOGIES LLC |
3036 |
- |
2024-03-31 |
11,800 |
$340,000 |
-79,900 |
|
IFP Advisors Inc |
766 |
- |
2023-12-31 |
11,228 |
$289,000 |
-9,342 |
|
Octavia Wealth Advisors LLC |
177 |
- |
2024-03-31 |
9,600 |
$276,000 |
-316 |
|
Retirement Group LLC |
195 |
- |
2024-03-31 |
2,529 |
$73,000 |
-68 |
|
Qube Research & Technologies Ltd |
3101 |
- |
2024-03-31 |
1,059 |
$30,000 |
-54,386 |
|
|
46 Records found
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1
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