|
Institutional
Holders
Total
Institutions:
|
63 3 |
|
Total
shares held :
|
25,211,165 |
|
% of shares
held :
|
20.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
2,067,957 |
|
% of shares
held change :
|
1.68% |
|
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 |
Orion Portfolio Solutions LLC |
1 |
- |
2024-03-31 |
18,240,123 |
$918,937,000 |
-8,594 |
|
Integrated Wealth Concepts LLC |
17 |
- |
2024-03-31 |
1,081,879 |
$54,505,000 |
-63,495 |
|
Feltz Wealth PLAN Inc. |
14 |
- |
2024-03-31 |
280,131 |
$14,113,000 |
-219 |
|
McAlister Sweet & Associates Inc. |
4 |
- |
2024-03-31 |
123,503 |
$6,222,000 |
-8,178 |
|
Goss Wealth Management LLC |
409 |
- |
2024-03-31 |
89,910 |
$4,530,000 |
-14,706 |
|
LifePro Asset Management |
46 |
- |
2024-03-31 |
18,158 |
$915,000 |
-1,797 |
|
Financial Advocates Investment Management |
378 |
- |
2024-03-31 |
14,204 |
$716,000 |
-26,610 |
|
ADVISORY SERVICES NETWORK, LLC |
849 |
- |
2024-03-31 |
12,855 |
$648,000 |
-333 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2776 |
- |
2024-03-31 |
10,028 |
$505,000 |
-831 |
|
Foundations Investment Advisors LLC |
507 |
- |
2024-03-31 |
8,299 |
$418,000 |
-5,071 |
|
Ethos Financial Group LLC |
178 |
- |
2024-03-31 |
5,996 |
$302,000 |
-13,957 |
|
WELLS FARGO & CO/MN |
3709 |
- |
2024-03-31 |
5,816 |
$293,000 |
-10,522 |
|
DFPG INVESTMENTS INC. |
530 |
- |
2023-12-31 |
6,136 |
$279,000 |
-19 |
|
SILVER OAK SECURITIES Inc |
376 |
- |
2024-03-31 |
3,863 |
$195,000 |
-1,516 |
|
Nemes Rush Group LLC |
181 |
- |
2024-03-31 |
2,870 |
$145,000 |
-1,759 |
|
MORGAN STANLEY |
5747 |
- |
2024-03-31 |
2,141 |
$108,000 |
-900 |
|
|
16 Records found
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1
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