|
Institutional
Holders
Total
Institutions:
|
164 11 |
|
Total
shares held :
|
35,550,741 |
|
% of shares
held :
|
78.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
346,824 |
|
% of shares
held change :
|
0.76% |
|
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 |
WELLS FARGO & CO/MN |
702 |
- |
2024-03-31 |
1,464,262 |
$50,810,000 |
-339,336 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
329 |
- |
2024-03-31 |
1,045,606 |
$36,283,000 |
-49,030 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
150 |
- |
2024-03-31 |
963,021 |
$33,417,000 |
-79,831 |
|
UBS Group AG |
945 |
- |
2024-03-31 |
953,579 |
$33,089,000 |
-92,688 |
|
ROYAL BANK OF CANADA |
931 |
- |
2024-03-31 |
868,046 |
$30,121,000 |
-439,298 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
598 |
- |
2024-03-31 |
444,520 |
$15,425,000 |
-27,686 |
|
STIFEL FINANCIAL CORP |
695 |
- |
2024-03-31 |
383,097 |
$13,293,000 |
-162,580 |
|
Fermata Advisors LLC |
8 |
- |
2024-03-31 |
340,839 |
$11,827,000 |
-18,385 |
|
Sharkey Howes & Javer |
13 |
- |
2024-03-31 |
318,231 |
$11,043,000 |
-354,022 |
|
OLD MISSION CAPITAL LLC |
61 |
- |
2024-03-31 |
307,840 |
$10,682,000 |
-161,949 |
|
Baird Financial Group Inc. |
591 |
- |
2024-03-31 |
191,467 |
$6,644,000 |
-17,777 |
|
J.W. COLE ADVISORS INC. |
72 |
- |
2024-03-31 |
167,949 |
$5,828,000 |
-514 |
|
MULTIFINANCIAL SECURITIES CORP |
423 |
- |
2024-03-31 |
158,884 |
$5,513,000 |
-168,042 |
|
MY Wealth Management Inc. |
5 |
- |
2024-03-31 |
136,738 |
$4,745,000 |
-8,584 |
|
MML INVESTORS SERVICES LLC |
693 |
- |
2024-03-31 |
126,543 |
$4,391,000 |
-35,168 |
|
Private Advisor Group LLC |
537 |
- |
2024-03-31 |
114,998 |
$3,990,000 |
-26,321 |
|
Atria Wealth Solutions Inc. |
487 |
- |
2024-03-31 |
87,836 |
$3,048,000 |
-20,108 |
|
Amplius Wealth Advisors LLC |
48 |
- |
2024-03-31 |
66,895 |
$2,321,000 |
-28,907 |
|
Stratos Wealth Partners LTD. |
411 |
- |
2024-03-31 |
65,618 |
$2,277,000 |
-58,429 |
|
Founders Financial Alliance LLC |
34 |
- |
2024-03-31 |
60,150 |
$2,087,000 |
-9,515 |
|
CIBC WORLD MARKETS INC. |
638 |
- |
2024-03-31 |
46,080 |
$1,599,000 |
-15,828 |
|
Ahrens Investment Partners LLC |
30 |
- |
2023-03-31 |
46,150 |
$1,552,000 |
-38,330 |
|
Andesa Financial Management Inc. |
46 |
- |
2022-12-31 |
46,387 |
$1,472,000 |
-55,269 |
|
IFP Advisors Inc |
303 |
- |
2023-12-31 |
42,833 |
$1,468,000 |
-9,688 |
|
Investment Partners Asset Management Inc. |
24 |
- |
2024-03-31 |
36,596 |
$1,270,000 |
-46 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
458 |
- |
2024-03-31 |
35,204 |
$1,222,000 |
-1,705 |
|
HIGHTOWER ADVISORS, LLC |
1668 |
- |
2024-03-31 |
34,968 |
$1,215,000 |
-450 |
|
U.S. Capital Wealth Advisors LLC |
322 |
- |
2024-03-31 |
33,195 |
$1,152,000 |
-345 |
|
COMERICA BANK |
1492 |
- |
2024-03-31 |
31,093 |
$1,079,000 |
-417 |
|
Prosperitas Financial LLC |
40 |
- |
2024-03-31 |
30,171 |
$1,047,000 |
-2,380 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
59 |
- |
2024-03-31 |
29,170 |
$1,012,000 |
-1,850 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1241 |
- |
2024-03-31 |
27,971 |
$971,000 |
-51,647 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1001 |
- |
2023-09-30 |
28,437 |
$925,000 |
-3,667 |
|
Pensionmark Financial Group LLC |
162 |
- |
2024-03-31 |
14,504 |
$791,000 |
-8,300 |
|
Wealthcare Advisory Partners LLC |
436 |
- |
2024-03-31 |
22,600 |
$784,000 |
-232 |
|
AMERIPRISE FINANCIAL INC |
3200 |
- |
2024-03-31 |
22,073 |
$766,000 |
-27,605 |
|
BCS Wealth Management |
99 |
- |
2024-03-31 |
19,794 |
$687,000 |
-185 |
|
J P MORGAN CHASE & CO |
3590 |
- |
2024-03-31 |
18,768 |
$652,000 |
-266 |
|
SeaCrest Wealth Management LLC |
287 |
- |
2024-03-31 |
16,280 |
$565,000 |
-1,615 |
|
Owen LaRue LLC |
49 |
- |
2024-03-31 |
15,488 |
$537,000 |
-5,706 |
|
TRUE Private Wealth Advisors |
156 |
- |
2024-03-31 |
15,079 |
$523,000 |
-600 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1295 |
- |
2024-03-31 |
14,055 |
$488,000 |
-1,156 |
|
Kingsview Wealth Management LLC |
668 |
- |
2024-03-31 |
13,858 |
$481,000 |
-11,780 |
|
Calton & Associates Inc. |
102 |
- |
2024-03-31 |
12,741 |
$442,000 |
-85,184 |
|
Wealth Group Ltd |
41 |
- |
2024-03-31 |
11,869 |
$416,000 |
-900 |
|
Prime Capital Investment Advisors LLC |
728 |
- |
2024-03-31 |
10,000 |
$347,000 |
-1,000 |
|
Cooper Financial Group |
274 |
- |
2024-03-31 |
9,356 |
$325,000 |
-12,840 |
|
PARK AVENUE SECURITIES LLC |
1158 |
- |
2024-03-31 |
8,848 |
$307,000 |
-1,883 |
|
CoreCap Advisors LLC |
494 |
- |
2023-12-31 |
7,733 |
$265,000 |
-1,480 |
|
KINGSWOOD WEALTH ADVISORS LLC |
520 |
- |
2024-03-31 |
7,516 |
$261,000 |
-691 |
|
DAVIDSON D A & CO |
1219 |
- |
2024-03-31 |
7,446 |
$258,000 |
-5,339 |
|
Coastal Investment Advisors Inc. |
353 |
- |
2024-03-31 |
7,255 |
$252,000 |
-200 |
|
Squarepoint Ops LLC |
2017 |
- |
2024-03-31 |
6,674 |
$232,000 |
-12,581 |
|
Western Wealth Management LLC |
591 |
- |
2024-03-31 |
6,518 |
$226,000 |
-616 |
|
HANSON MCCLAIN, INC. |
744 |
- |
2024-03-31 |
6,389 |
$222,000 |
-4,594 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
556 |
- |
2024-03-31 |
3,010 |
$104,000 |
-127 |
|
PRIVATE TRUST CO NA |
1069 |
- |
2024-03-31 |
1,624 |
$56,000 |
-235 |
|
FMR LLC |
3418 |
- |
2024-03-31 |
1,442 |
$50,000 |
-79 |
|
|
58 Records found
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1
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