|
Institutional
Holders
Total
Institutions:
|
61 7 |
|
Total
shares held :
|
5,566,122 |
|
% of shares
held :
|
10.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-409,035 |
|
% of shares
held change :
|
-0.78% |
|
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 |
LPL FINANCIAL CORP |
713 |
- |
2024-03-31 |
955,781 |
$32,688,000 |
-23,222 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
380 |
- |
2024-03-31 |
877,919 |
$30,026,000 |
-503,426 |
|
BANK OF AMERICA CORP /DE/ |
2814 |
- |
2024-03-31 |
181,180 |
$6,196,000 |
-2,211 |
|
Frazier Financial Advisors LLC |
5 |
- |
2024-03-31 |
134,710 |
$4,607,000 |
-1,438 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1433 |
- |
2024-03-31 |
94,986 |
$3,249,000 |
-3,482 |
|
MORGAN STANLEY |
4267 |
- |
2024-03-31 |
78,941 |
$2,700,000 |
-945 |
|
Rooted Wealth Advisors Inc. |
22 |
- |
2024-03-31 |
70,061 |
$2,372,000 |
-245 |
|
Kestra Advisory Services LLC |
890 |
- |
2024-03-31 |
56,809 |
$1,943,000 |
-1,684 |
|
Harvest Investment Services LLC |
40 |
- |
2024-03-31 |
54,361 |
$1,859,000 |
-40 |
|
SAVANT CAPITAL MANAGEMENT INC |
461 |
- |
2024-03-31 |
39,859 |
$1,363,000 |
-770 |
|
Geneos Wealth Management Inc. |
321 |
- |
2024-03-31 |
35,277 |
$1,206,000 |
-486 |
|
COLONY GROUP, LLC |
655 |
- |
2024-03-31 |
21,183 |
$724,000 |
-743 |
|
COLONY GROUP LLC |
491 |
- |
2023-09-30 |
22,439 |
$683,000 |
-2,418 |
|
Private Advisor Group LLC |
1520 |
- |
2024-03-31 |
14,442 |
$494,000 |
-1,339 |
|
American Money Management LLC |
99 |
- |
2024-03-31 |
13,312 |
$455,000 |
-261 |
|
BEACON FINANCIAL GROUP |
251 |
- |
2024-03-31 |
10,162 |
$348,000 |
-115 |
|
Stratos Wealth Partners LTD. |
1065 |
- |
2024-03-31 |
9,168 |
$314,000 |
-2,420 |
|
MIDLAND WEALTH ADVISORS LLC |
169 |
- |
2024-03-31 |
8,546 |
$292,000 |
-19,050 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2862 |
- |
2024-03-31 |
6,907 |
$236,000 |
-4,606 |
|
ROYAL BANK OF CANADA |
4454 |
- |
2024-03-31 |
3,823 |
$131,000 |
-1,493 |
|
FMR LLC |
4481 |
- |
2024-03-31 |
74 |
$3,000 |
-271 |
|
WELLS FARGO & CO/MN |
6263 |
- |
2024-03-31 |
1 |
$0 |
-492 |
|
|
22 Records found
|
1
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