|
Institutional
Holders
Total
Institutions:
|
10 3 |
|
Total
shares held :
|
5,102,110 |
|
% of shares
held :
|
5.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
106,694 |
|
% of shares
held change :
|
0.12% |
|
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 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
30 |
- |
2024-03-31 |
4,974,781 |
$203,319,000 |
-29,005 |
|
Tidemark LLC |
6 |
*New |
2024-03-31 |
115,595 |
$4,724,000 |
115,595 |
|
Concurrent Investment Advisors LLC |
148 |
*New |
2024-03-31 |
91,502 |
$3,740,000 |
91,502 |
|
Sharkey Howes & Javer |
31 |
*New |
2024-03-31 |
79,693 |
$3,257,000 |
79,693 |
|
LPL FINANCIAL CORP |
2482 |
- |
2024-03-31 |
50,460 |
$2,062,000 |
27,163 |
|
Fulcrum Equity Management |
16 |
- |
2024-03-31 |
31,258 |
$1,277,000 |
-2,721 |
|
Arete Wealth Advisors LLC |
204 |
*New |
2024-03-31 |
25,251 |
$1,032,000 |
25,251 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
96 |
- |
2024-03-31 |
22,381 |
$915,000 |
-1,035 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2679 |
*New |
2024-03-31 |
22,322 |
$912,000 |
22,322 |
|
Equitable Holdings Inc. |
673 |
*New |
2024-03-31 |
19,207 |
$785,000 |
19,207 |
|
MUIRFIELD WEALTH ADVISORS LLC |
37 |
- |
2024-03-31 |
17,069 |
$698,000 |
0 |
|
Legacy Capital Group California Inc. |
228 |
- |
2024-03-31 |
7,092 |
$290,000 |
-1,956 |
|
FINANCIAL NETWORK |
2319 |
*New |
2024-03-31 |
6,941 |
$284,000 |
6,941 |
|
JANNEY MONTGOMERY SCOTT LLC |
2556 |
*New |
2024-03-31 |
4,955 |
$203,000 |
4,955 |
|
Advisor Group Holdings Inc. |
3687 |
*New |
2024-03-31 |
4,766 |
$195,000 |
4,766 |
|
Raleigh Capital Management Inc. |
207 |
- |
2024-03-31 |
4,500 |
$184,000 |
0 |
|
ROYAL BANK OF CANADA |
5174 |
- |
2024-03-31 |
660 |
$27,000 |
660 |
|
PNC FINANCIAL SERVICES GROUP INC |
3610 |
- |
2024-03-31 |
300 |
$12,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5965 |
*New |
2024-03-31 |
66 |
$3,000 |
66 |
|
UBS Group AG |
7709 |
*Closed |
2024-03-31 |
0 |
$0 |
-505 |
|
Smartleaf Asset Management LLC |
1709 |
*New |
2024-03-31 |
8 |
$0 |
8 |
|
PROEQUITIES INC. |
7149 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7694 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
BB&T CORP |
2724 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,778 |
|
WELLS FARGO & CO/MN |
7021 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
25 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
|
|
|