|
Institutional
Holders
Total
Institutions:
|
102 11 |
|
Total
shares held :
|
5,181,401 |
|
% of shares
held :
|
57.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,034,917 |
|
% of shares
held change :
|
11.5% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
446 |
- |
2024-03-31 |
509,053 |
$22,774,000 |
-12,835 |
|
MBL Wealth LLC |
21 |
- |
2024-03-31 |
229,598 |
$10,272,000 |
-846 |
|
Advisor Group Holdings Inc. |
754 |
- |
2024-03-31 |
193,254 |
$8,644,000 |
-30,699 |
|
CWM LLC |
358 |
- |
2024-03-31 |
153,106 |
$6,850,000 |
-32,936 |
|
ERn Financial LLC |
39 |
- |
2024-03-31 |
87,853 |
$3,930,000 |
-594 |
|
RAYMOND JAMES & ASSOCIATES |
1770 |
- |
2024-03-31 |
84,147 |
$3,765,000 |
-2,554 |
|
DHJJ Financial Advisors Ltd. |
13 |
- |
2024-03-31 |
70,836 |
$3,169,000 |
-2,037 |
|
Fragasso Group Inc. |
67 |
- |
2024-03-31 |
65,489 |
$2,930,000 |
-1,519 |
|
MARINER WEALTH ADVISORS, LLC |
929 |
- |
2024-03-31 |
65,172 |
$2,916,000 |
-1,469 |
|
Aurora Private Wealth Inc. |
9 |
- |
2024-03-31 |
55,314 |
$2,468,000 |
-475 |
|
STEPHENS INC /AR/ |
389 |
- |
2024-03-31 |
52,949 |
$2,369,000 |
-154 |
|
Keystone Wealth Services LLC |
30 |
- |
2024-03-31 |
52,634 |
$2,355,000 |
-471 |
|
H D Vest Advisory Services |
503 |
- |
2024-03-31 |
51,118 |
$2,287,000 |
-7,650 |
|
FINANCIAL NETWORK |
980 |
- |
2024-03-31 |
48,468 |
$2,168,000 |
-33,351 |
|
Integrated Wealth Concepts LLC |
496 |
- |
2024-03-31 |
47,848 |
$2,141,000 |
-6,271 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1212 |
- |
2024-03-31 |
47,783 |
$2,138,000 |
-2,925 |
|
Integrity Financial Corp /WA |
14 |
- |
2024-03-31 |
46,517 |
$2,081,000 |
-1,044 |
|
ENVESTNET ASSET MANAGEMENT INC |
2746 |
- |
2024-03-31 |
33,504 |
$1,499,000 |
-127,230 |
|
Cedar Brook Financial Partners LLC |
92 |
- |
2024-03-31 |
29,103 |
$1,302,000 |
-2,183 |
|
ATRIA INVESTMENTS LLC |
847 |
- |
2024-03-31 |
28,089 |
$1,257,000 |
-1,731 |
|
Atria Wealth Solutions Inc. |
816 |
- |
2024-03-31 |
27,495 |
$1,230,000 |
-1,988 |
|
JANNEY MONTGOMERY SCOTT LLC |
1429 |
- |
2024-03-31 |
25,685 |
$1,149,000 |
-4,324 |
|
AE Wealth Management LLC |
622 |
- |
2024-03-31 |
25,284 |
$1,131,000 |
-24,211 |
|
Integrated Advisors Network LLC |
294 |
- |
2024-03-31 |
23,856 |
$1,067,000 |
-162 |
|
Goss Wealth Management LLC |
969 |
- |
2024-03-31 |
23,320 |
$1,043,000 |
-21,576 |
|
Pitti Group Wealth Management LLC |
28 |
- |
2024-03-31 |
18,681 |
$832,000 |
-300 |
|
NBC SECURITIES INC. |
295 |
- |
2024-03-31 |
17,897 |
$811,000 |
-942 |
|
1ST SOURCE BANK |
150 |
- |
2024-03-31 |
18,000 |
$805,000 |
-29,200 |
|
J P MORGAN CHASE & CO |
3490 |
- |
2024-03-31 |
17,643 |
$789,000 |
-94,009 |
|
Bouchey Financial Group Ltd |
52 |
- |
2024-03-31 |
17,347 |
$776,000 |
-243 |
|
Sunbelt Securities Inc. |
225 |
- |
2024-03-31 |
16,283 |
$728,000 |
-1,319 |
|
BB&T CORP |
1748 |
- |
2024-03-31 |
15,941 |
$713,000 |
-5,560 |
|
ADVISORY SERVICES NETWORK, LLC |
836 |
- |
2024-03-31 |
14,813 |
$663,000 |
-627 |
|
CENTAURUS FINANCIAL INC. |
334 |
- |
2024-03-31 |
14,285 |
$639,000 |
-100 |
|
Harvest Investment Services LLC |
92 |
- |
2024-03-31 |
14,038 |
$628,000 |
-468 |
|
TOWNSQUARE CAPITAL LLC |
784 |
- |
2024-03-31 |
14,017 |
$627,000 |
-693 |
|
True Link Financial Advisors LLC |
34 |
- |
2024-03-31 |
13,725 |
$614,000 |
-6,700 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
58 |
- |
2024-03-31 |
11,271 |
$506,000 |
-350 |
|
BEACON FINANCIAL GROUP |
213 |
- |
2024-03-31 |
11,260 |
$504,000 |
-2,665 |
|
PROEQUITIES INC. |
441 |
- |
2024-03-31 |
11,179 |
$500,000 |
-154 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
63 |
- |
2023-03-31 |
12,635 |
$475,000 |
-500 |
|
Valtinson Bruner Financial Planning LLC |
79 |
- |
2024-03-31 |
10,298 |
$461,000 |
-6,819 |
|
SCOTIA CAPITAL INC. |
616 |
- |
2024-03-31 |
10,052 |
$450,000 |
-3,339 |
|
IFRAH FINANCIAL SERVICES INC |
124 |
- |
2024-03-31 |
10,031 |
$449,000 |
-5,237 |
|
ROYAL BANK OF CANADA |
3571 |
- |
2024-03-31 |
9,465 |
$423,000 |
-25,189 |
|
Spire Wealth Management |
578 |
- |
2024-03-31 |
8,950 |
$400,000 |
-114 |
|
Change Path LLC |
720 |
- |
2024-03-31 |
6,757 |
$302,000 |
-159,869 |
|
Truadvice LLC |
170 |
- |
2023-09-30 |
7,499 |
$300,000 |
-29 |
|
Envestnet Portfolio Solutions Inc. |
1395 |
- |
2024-03-31 |
6,231 |
$279,000 |
-1,366 |
|
Naviter Wealth LLC |
212 |
- |
2024-03-31 |
4,714 |
$211,000 |
-119,822 |
|
CoreCap Advisors LLC |
546 |
- |
2023-12-31 |
4,788 |
$204,000 |
-78,919 |
|
|
51 Records found
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1
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