|
Institutional
Holders
Total
Institutions:
|
36 4 |
|
Total
shares held :
|
2,361,475 |
|
% of shares
held :
|
26.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
144,563 |
|
% of shares
held change :
|
1.61% |
|
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 |
RPOA Advisors Inc. |
3 |
- |
2024-03-31 |
3,956,763 |
$299,171,000 |
4,881 |
|
Integrated Wealth Concepts LLC |
21 |
- |
2024-03-31 |
656,710 |
$49,654,000 |
19,742 |
|
TOTAL INVESTMENT MANAGEMENT INC |
10 |
- |
2024-03-31 |
646,414 |
$48,875,000 |
6,239 |
|
SENTINEL PENSION ADVISORS INC |
3 |
- |
2024-03-31 |
513,491 |
$38,825,000 |
32,066 |
|
BANK OF NEW YORK MELLON CORP |
1602 |
- |
2024-03-31 |
252,563 |
$19,096,000 |
1,597 |
|
Advisor Group Holdings Inc. |
932 |
- |
2024-03-31 |
78,580 |
$5,942,000 |
1,094 |
|
CITADEL ADVISORS LLC |
1650 |
- |
2024-03-31 |
70,592 |
$5,337,000 |
65,962 |
|
FLOW TRADERS U.S. LLC |
63 |
- |
2024-03-31 |
67,940 |
$5,137,000 |
34,582 |
|
Advisory Resource Group |
15 |
- |
2024-03-31 |
65,727 |
$4,970,000 |
762 |
|
LPL FINANCIAL CORP |
1891 |
- |
2024-03-31 |
56,494 |
$4,272,000 |
38,285 |
|
Zhang Financial LLC |
69 |
- |
2024-03-31 |
34,530 |
$2,611,000 |
62 |
|
JANE STREET GROUP LLC |
2289 |
- |
2024-03-31 |
25,514 |
$1,929,000 |
25,514 |
|
Treasure Coast Financial Planning |
18 |
- |
2024-03-31 |
24,202 |
$1,830,000 |
-12 |
|
LINCOLN NATIONAL CORP |
352 |
- |
2024-03-31 |
24,165 |
$1,827,000 |
3,191 |
|
Farther Finance Advisors LLC |
160 |
- |
2024-03-31 |
24,118 |
$1,805,000 |
-1,991 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1442 |
*New |
2024-03-31 |
20,014 |
$1,513,000 |
20,014 |
|
MORGAN STANLEY |
4682 |
- |
2024-03-31 |
17,202 |
$1,301,000 |
12,419 |
|
ENVESTNET ASSET MANAGEMENT INC |
2994 |
- |
2024-03-31 |
13,538 |
$1,024,000 |
7,677 |
|
BANK OF AMERICA CORP /DE/ |
4161 |
- |
2024-03-31 |
10,501 |
$794,000 |
1,557 |
|
FINANCIAL NETWORK |
1653 |
*New |
2024-03-31 |
9,778 |
$739,000 |
9,778 |
|
CAPTRUST FINANCIAL ADVISORS |
1558 |
- |
2024-03-31 |
5,699 |
$431,000 |
14 |
|
PRINCIPAL SECURITIES INC. |
764 |
- |
2024-03-31 |
5,107 |
$386,000 |
225 |
|
Steward Partners Investment Advisory LLC |
1192 |
- |
2024-03-31 |
4,624 |
$350,000 |
1,273 |
|
ROYAL BANK OF CANADA |
3894 |
- |
2024-03-31 |
3,611 |
$273,000 |
1,924 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2893 |
- |
2024-03-31 |
3,517 |
$266,000 |
-1,314 |
|
Rodgers & Associates LTD |
84 |
*New |
2024-03-31 |
2,860 |
$216,000 |
2,860 |
|
Compass Wealth Management LLC |
203 |
- |
2024-03-31 |
1,169 |
$88,000 |
5 |
|
Geneos Wealth Management Inc. |
988 |
- |
2024-03-31 |
827 |
$63,000 |
0 |
|
FMR LLC |
3507 |
- |
2024-03-31 |
555 |
$42,000 |
250 |
|
FTB Advisors Inc. |
1037 |
*New |
2024-03-31 |
560 |
$42,000 |
560 |
|
CGC Financial Services LLC |
137 |
- |
2024-03-31 |
351 |
$27,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2380 |
- |
2024-03-31 |
265 |
$20,000 |
-906 |
|
McIlrath & Eck LLC |
538 |
- |
2024-03-31 |
184 |
$14,000 |
0 |
|
Aptus Capital Advisors LLC |
1039 |
*New |
2024-03-31 |
106 |
$8,000 |
106 |
|
First Capital Advisors Group LLC. |
614 |
*New |
2023-06-30 |
102 |
$7,000 |
102 |
|
Tidemark LLC |
474 |
- |
2024-03-31 |
88 |
$7,000 |
0 |
|
Coppell Advisory Solutions LLC |
1196 |
- |
2023-12-31 |
41 |
$3,000 |
41 |
|
IFP Advisors Inc |
2642 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
Clear Point Advisors Inc. |
420 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
|
Key Financial Inc |
1226 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2735 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7584 |
*Closed |
2024-03-31 |
0 |
$0 |
-535 |
|
Ronald Blue Trust Inc. |
2521 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,904 |
|
Sound Income Strategies LLC |
1360 |
*Closed |
2024-03-31 |
0 |
$0 |
-256 |
|
Keener Financial Planning LLC |
214 |
*Closed |
2024-03-31 |
0 |
$0 |
-633 |
|
|
45 Records found
|
1
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