|
Institutional
Holders
Total
Institutions:
|
131 0 |
|
Total
shares held :
|
11,699,139 |
|
% of shares
held :
|
9.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-1,359,148 |
|
% of shares
held change :
|
-1.05% |
|
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 |
CWM LLC |
80 |
- |
2024-03-31 |
1,121,936 |
$49,971,000 |
-77,387 |
|
WELLS FARGO & CO/MN |
899 |
- |
2024-03-31 |
697,611 |
$31,072,000 |
-56,826 |
|
J P MORGAN CHASE & CO |
1558 |
- |
2024-03-31 |
540,683 |
$24,082,000 |
-166,891 |
|
Integrated Wealth Concepts LLC |
64 |
- |
2024-03-31 |
528,947 |
$23,559,000 |
-9,871 |
|
AMERIPRISE FINANCIAL INC |
1275 |
- |
2024-03-31 |
461,412 |
$20,547,000 |
-5,151 |
|
Trilogy Capital Inc. |
30 |
- |
2024-03-31 |
363,541 |
$16,192,000 |
-27,252 |
|
Ullmann Financial Group Inc. |
12 |
- |
2024-03-31 |
352,658 |
$15,707,000 |
-46,647 |
|
MERCER GLOBAL ADVISORS INC /ADV |
258 |
- |
2024-03-31 |
293,356 |
$13,066,000 |
-48,071 |
|
ENVESTNET ASSET MANAGEMENT INC |
1520 |
- |
2024-03-31 |
225,419 |
$10,040,000 |
-33,486 |
|
CALLAN CAPITAL, LLC |
36 |
- |
2024-03-31 |
137,690 |
$6,133,000 |
-1,015 |
|
Armbruster Capital Management Inc. |
22 |
- |
2024-03-31 |
135,610 |
$6,040,000 |
-3,415 |
|
HPM Partners LLC |
667 |
- |
2024-03-31 |
103,529 |
$4,611,000 |
-4,509 |
|
Wade Financial Advisory Inc |
17 |
- |
2024-03-31 |
96,966 |
$4,319,000 |
-78,436 |
|
Beacon Pointe Advisors LLC |
322 |
- |
2024-03-31 |
96,808 |
$4,312,000 |
-16,418 |
|
Callan Family Office LLC |
22 |
- |
2024-03-31 |
94,691 |
$4,218,000 |
-4,205 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
64 |
- |
2024-03-31 |
70,041 |
$3,120,000 |
-5,026 |
|
Keebeck Wealth Management LLC |
64 |
- |
2024-03-31 |
67,599 |
$3,011,000 |
-9,483 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1686 |
- |
2024-03-31 |
50,627 |
$2,255,000 |
-6,057 |
|
Ascent Group LLC |
197 |
- |
2024-03-31 |
39,786 |
$1,772,000 |
-35,987 |
|
UBS Group AG |
3119 |
- |
2024-03-31 |
37,375 |
$1,665,000 |
-26,355 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2024 |
- |
2024-03-31 |
35,614 |
$1,586,000 |
-78,639 |
|
Advisor Group Holdings Inc. |
2051 |
- |
2024-03-31 |
29,434 |
$1,312,000 |
-2,115 |
|
Robertson Stephens Wealth Management LLC |
201 |
- |
2024-03-31 |
28,365 |
$1,263,000 |
-3,089 |
|
FLOW TRADERS U.S. LLC |
265 |
- |
2024-03-31 |
27,147 |
$1,209,000 |
-122,881 |
|
CAPTRUST FINANCIAL ADVISORS |
1036 |
- |
2024-03-31 |
26,589 |
$1,184,000 |
-7,052 |
|
PARK AVENUE SECURITIES LLC |
588 |
- |
2024-03-31 |
26,242 |
$1,169,000 |
-263 |
|
BANK OF NEW YORK MELLON CORP |
3062 |
- |
2024-03-31 |
25,750 |
$1,147,000 |
-7,681 |
|
HIRTLE CALLAGHAN & CO INC |
37 |
- |
2024-03-31 |
25,331 |
$1,128,000 |
-171 |
|
KICKSTAND VENTURES LLC. |
47 |
- |
2024-03-31 |
24,739 |
$1,102,000 |
-3,104 |
|
One Wealth Advisors LLC |
77 |
- |
2024-03-31 |
22,390 |
$997,000 |
-5,972 |
|
Cypress Wealth Services LLC |
97 |
- |
2024-03-31 |
17,645 |
$786,000 |
-997 |
|
RHS Financial LLC |
55 |
- |
2024-03-31 |
17,256 |
$769,000 |
-3,635 |
|
Stratos Wealth Partners LTD. |
758 |
- |
2024-03-31 |
15,453 |
$688,000 |
-1,774 |
|
Affinity Capital Advisors LLC |
74 |
- |
2024-03-31 |
14,554 |
$648,000 |
-4,305 |
|
US BANCORP |
1400 |
- |
2024-03-31 |
13,136 |
$585,000 |
-909 |
|
BEACON FINANCIAL GROUP |
208 |
- |
2024-03-31 |
11,825 |
$527,000 |
-1,154 |
|
TSA Wealth Managment LLC |
40 |
- |
2024-03-31 |
11,431 |
$509,000 |
-15,524 |
|
Quotient Wealth Partners LLC |
178 |
- |
2024-03-31 |
10,581 |
$471,000 |
-13,921 |
|
First Citizens Financial Corp |
64 |
- |
2023-12-31 |
10,919 |
$468,000 |
-245 |
|
MULTIFINANCIAL SECURITIES CORP |
1744 |
- |
2024-03-31 |
8,982 |
$400,000 |
-680 |
|
Wealth Alliance |
329 |
- |
2024-03-31 |
8,661 |
$386,000 |
-13,233 |
|
Private Advisor Group LLC |
1741 |
- |
2024-03-31 |
7,785 |
$347,000 |
-299 |
|
Mayflower Financial Advisors LLC |
265 |
- |
2024-03-31 |
7,447 |
$332,000 |
-7,739 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2779 |
- |
2024-03-31 |
7,152 |
$319,000 |
-81 |
|
Farther Finance Advisors LLC |
548 |
- |
2024-03-31 |
6,698 |
$299,000 |
-171 |
|
Horst & Graben Wealth Management LLC |
112 |
- |
2024-03-31 |
6,537 |
$291,000 |
-686 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2013 |
- |
2024-03-31 |
5,635 |
$251,000 |
-50 |
|
Csenge Advisory Group |
649 |
- |
2024-03-31 |
4,915 |
$219,000 |
-895 |
|
ADVISORY SERVICES NETWORK, LLC |
1326 |
- |
2024-03-31 |
4,599 |
$205,000 |
-1,217 |
|
Sheridan Capital Management LLC |
26 |
- |
2024-03-31 |
4,500 |
$200,000 |
-4,066 |
|
ROYAL BANK OF CANADA |
4203 |
- |
2024-03-31 |
4,120 |
$183,000 |
-3,066 |
|
Aspire Private Capital LLC |
170 |
- |
2024-03-31 |
3,291 |
$147,000 |
-6 |
|
VALLEY NATIONAL ADVISERS INC |
287 |
- |
2024-03-31 |
2,927 |
$130,000 |
-28 |
|
Cape Investment Advisory Inc. |
612 |
- |
2023-12-31 |
304 |
$13,000 |
-84 |
|
Qube Research & Technologies Ltd |
3370 |
- |
2024-03-31 |
103 |
$5,000 |
-50 |
|
Ruedi Wealth Management Inc. |
221 |
- |
2024-03-31 |
56 |
$3,000 |
-6 |
|
Spire Wealth Management |
2116 |
- |
2024-03-31 |
44 |
$2,000 |
-137 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1854 |
- |
2024-03-31 |
2 |
$0 |
-138 |
|
Creekmur Asset Management LLC |
883 |
- |
2024-03-31 |
1 |
$0 |
-498 |
|
|
59 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|