|
Institutional
Holders
Total
Institutions:
|
66 9 |
|
Total
shares held :
|
6,018,455 |
|
% of shares
held :
|
6.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-41 |
|
Amount
of shares held :
|
-4,519,950 |
|
% of shares
held change :
|
-5.02% |
|
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 |
BANK OF AMERICA CORP /DE/ |
1318 |
- |
2024-03-31 |
1,337,176 |
$46,855,000 |
79,615 |
|
AMERIPRISE FINANCIAL INC |
1355 |
- |
2024-03-31 |
514,012 |
$17,999,000 |
-34,541 |
|
Geneos Wealth Management Inc. |
36 |
- |
2024-03-31 |
342,093 |
$11,987,000 |
-47,784 |
|
MORGAN STANLEY |
3159 |
- |
2024-03-31 |
341,169 |
$11,955,000 |
-49,464 |
|
Advisor Group Holdings Inc. |
633 |
- |
2024-03-31 |
316,657 |
$11,095,000 |
-3,363 |
|
ROYAL BANK OF CANADA |
1495 |
- |
2024-03-31 |
282,894 |
$9,913,000 |
-11,155 |
|
Ergawealth Advisors Inc. |
10 |
- |
2024-03-31 |
228,580 |
$8,009,000 |
14,958 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
498 |
- |
2024-03-31 |
192,522 |
$6,746,000 |
-201,204 |
|
Soltis Investment Advisors LLC |
36 |
- |
2024-03-31 |
184,138 |
$6,452,000 |
-35,819 |
|
Lunt Capital Management Inc. |
8 |
- |
2024-03-31 |
180,952 |
$6,341,000 |
11,171 |
|
LPL FINANCIAL CORP |
1743 |
- |
2024-03-31 |
147,058 |
$5,153,000 |
-36,040 |
|
SPC FINANCIAL, INC. |
55 |
- |
2024-03-31 |
98,796 |
$3,462,000 |
4,812 |
|
GOLDMAN SACHS GROUP INC/ |
2998 |
- |
2024-03-31 |
74,545 |
$2,612,000 |
13,092 |
|
WEALTH BUILDERS |
47 |
*New |
2024-03-31 |
69,180 |
$2,424,000 |
69,180 |
|
ENVESTNET ASSET MANAGEMENT INC |
2469 |
- |
2024-03-31 |
65,775 |
$2,305,000 |
-46,951 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1583 |
- |
2024-03-31 |
62,566 |
$2,192,000 |
-128,106 |
|
Bickling Financial Services Inc. |
19 |
- |
2022-12-31 |
49,758 |
$2,013,000 |
-5,693 |
|
PFG Advisors |
171 |
- |
2024-03-31 |
57,427 |
$2,012,000 |
-20,923 |
|
MULTIFINANCIAL SECURITIES CORP |
819 |
- |
2024-03-31 |
57,043 |
$1,999,000 |
-6,367 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1425 |
- |
2024-03-31 |
43,899 |
$1,538,000 |
-14,045 |
|
RAYMOND JAMES & ASSOCIATES |
2313 |
- |
2024-03-31 |
43,678 |
$1,530,000 |
-3,762 |
|
Change Path LLC |
304 |
- |
2024-03-31 |
39,660 |
$1,390,000 |
1,232 |
|
CITADEL ADVISORS LLC |
2889 |
- |
2024-03-31 |
34,343 |
$1,203,000 |
34,343 |
|
CLS INVESTMENT FIRM LLC |
682 |
- |
2022-12-31 |
28,817 |
$1,166,000 |
0 |
|
JANE STREET GROUP LLC |
2886 |
- |
2024-03-31 |
33,210 |
$1,164,000 |
24,894 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2683 |
- |
2024-03-31 |
25,956 |
$909,000 |
-9,406 |
|
GTS SECURITIES LLC |
558 |
- |
2024-03-31 |
25,416 |
$891,000 |
6,615 |
|
H D Vest Advisory Services |
831 |
- |
2024-03-31 |
22,965 |
$805,000 |
103 |
|
FINANCIAL ARCHITECTS INC |
162 |
- |
2023-06-30 |
21,274 |
$799,000 |
-54,411 |
|
Trilogy Capital Inc. |
169 |
- |
2024-03-31 |
20,580 |
$721,000 |
-4,482 |
|
UBS Group AG |
3843 |
- |
2024-03-31 |
19,256 |
$675,000 |
-191 |
|
HIGHTOWER ADVISORS, LLC |
2149 |
- |
2024-03-31 |
16,321 |
$571,000 |
-4,365 |
|
STIFEL FINANCIAL CORP |
2546 |
- |
2024-03-31 |
15,565 |
$545,000 |
1,632 |
|
Kestra Advisory Services LLC |
1628 |
- |
2024-03-31 |
14,803 |
$519,000 |
-27,483 |
|
Atria Wealth Solutions Inc. |
1250 |
- |
2024-03-31 |
14,425 |
$505,000 |
-172 |
|
TOWER RESEARCH CAPITAL LLC |
896 |
- |
2024-03-31 |
13,588 |
$476,000 |
-5,805 |
|
GeoWealth Management LLC |
480 |
- |
2024-03-31 |
11,874 |
$416,000 |
-1,585 |
|
White Knight Strategic Wealth Advisors LLC |
46 |
- |
2024-03-31 |
11,736 |
$411,000 |
-4,910 |
|
LEAVELL T & ASSOCIATES INC |
386 |
- |
2024-03-31 |
10,747 |
$377,000 |
-377 |
|
Integrated Advisors Network LLC |
563 |
- |
2024-03-31 |
9,285 |
$325,000 |
-10,384 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
627 |
- |
2024-03-31 |
8,409 |
$283,000 |
0 |
|
SILVER OAK SECURITIES Inc |
315 |
- |
2024-03-31 |
7,537 |
$264,000 |
-29,135 |
|
Nilsine Partners LLC |
292 |
*New |
2024-03-31 |
7,496 |
$263,000 |
7,496 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3386 |
- |
2024-03-31 |
7,214 |
$253,000 |
-4,781 |
|
HRT FINANCIAL LLC |
1564 |
- |
2024-03-31 |
6,887 |
$241,000 |
411 |
|
ADVISORY SERVICES NETWORK, LLC |
1274 |
- |
2024-03-31 |
6,463 |
$226,000 |
809 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2098 |
- |
2024-03-31 |
6,376 |
$223,000 |
-1,604 |
|
Coastal Investment Advisors Inc. |
434 |
- |
2024-03-31 |
4,430 |
$155,000 |
4,430 |
|
Steward Partners Investment Advisory LLC |
1867 |
- |
2024-03-31 |
2,293 |
$80,000 |
270 |
|
COMERICA BANK |
2775 |
- |
2024-03-31 |
1,292 |
$45,000 |
4 |
|
Sound Income Strategies LLC |
503 |
*New |
2024-03-31 |
920 |
$32,000 |
920 |
|
MCF Advisors LLC |
471 |
- |
2024-03-31 |
769 |
$27,000 |
769 |
|
TUCKER ASSET MANAGEMENT LLC |
354 |
- |
2023-12-31 |
643 |
$22,000 |
-9 |
|
CWM LLC |
3096 |
- |
2024-03-31 |
400 |
$14,000 |
-2,260 |
|
IFP Advisors Inc |
2077 |
- |
2023-12-31 |
355 |
$12,000 |
-257 |
|
Capital Investment Advisory Services LLC |
835 |
- |
2024-03-31 |
202 |
$7,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1793 |
- |
2024-03-31 |
161 |
$6,000 |
0 |
|
PSI Advisors LLC |
586 |
- |
2024-03-31 |
143 |
$5,000 |
1 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1502 |
- |
2024-03-31 |
107 |
$4,000 |
-52,323 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1945 |
- |
2024-03-31 |
75 |
$3,000 |
-9,080 |
|
SIMPLEX TRADING LLC |
2091 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
Avondale Wealth Management |
120 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
WELLS FARGO & CO/MN |
5562 |
- |
2024-03-31 |
27 |
$1,000 |
21 |
|
Tradition Wealth Management LLC |
621 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,157 |
|
SIGNATUREFD, LLC |
3068 |
*Closed |
2024-03-31 |
0 |
$0 |
-644 |
|
FMR LLC |
4933 |
- |
2024-03-31 |
14 |
$0 |
-16 |
|
PROEQUITIES INC. |
3552 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FINANCIAL NETWORK |
2779 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,591 |
|
Goss Wealth Management LLC |
3761 |
*Closed |
2024-03-31 |
0 |
$0 |
-241 |
|
HANSON MCCLAIN, INC. |
3470 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
IHT Wealth Management LLC |
1022 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,489 |
|
Lee Financial Group Hawaii Inc. |
30 |
*Closed |
2024-03-31 |
0 |
$0 |
-401,786 |
|
MML INVESTORS SERVICES LLC |
2519 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,816 |
|
J.W. COLE ADVISORS INC. |
908 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,752 |
|
HARBOUR INVESTMENTS INC. |
3223 |
- |
2023-12-31 |
9 |
$0 |
0 |
|
D E SHAW & CO INC |
3295 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,420 |
|
BB&T CORP |
2665 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,190 |
|
Tyler-Stone Wealth Management |
887 |
*Closed |
2024-03-31 |
0 |
$0 |
-435 |
|
|
78 Records found
|
1
|
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