|
Institutional
Holders
Total
Institutions:
|
64 2 |
|
Total
shares held :
|
2,301,037 |
|
% of shares
held :
|
25.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-21 |
|
Amount
of shares held :
|
-993,588 |
|
% of shares
held change :
|
-11.04% |
|
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 |
HARTFORD FINANCIAL MANAGEMENT INC. |
13 |
- |
2024-03-31 |
221,367 |
$7,367,000 |
-17,492 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1002 |
- |
2024-03-31 |
194,944 |
$6,488,000 |
-12,291 |
|
Advisor Group Holdings Inc. |
955 |
- |
2024-03-31 |
169,148 |
$5,629,000 |
-72,854 |
|
Mutual Advisors LLC |
114 |
- |
2024-03-31 |
167,043 |
$5,559,000 |
-16,100 |
|
Atria Wealth Solutions Inc. |
374 |
- |
2024-03-31 |
130,725 |
$4,351,000 |
-1,818 |
|
Tanglewood Legacy Advisors LLC |
9 |
- |
2024-03-31 |
120,875 |
$4,023,000 |
-8,841 |
|
ENVESTNET ASSET MANAGEMENT INC |
2499 |
- |
2024-03-31 |
65,586 |
$2,183,000 |
-109,051 |
|
HARBOUR INVESTMENTS INC. |
222 |
- |
2023-12-31 |
62,591 |
$2,025,000 |
-758 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
26 |
- |
2024-03-31 |
59,751 |
$1,988,000 |
-9,911 |
|
LPL FINANCIAL CORP |
2762 |
- |
2024-03-31 |
45,024 |
$1,498,000 |
16,804 |
|
OLD MISSION CAPITAL LLC |
304 |
- |
2024-03-31 |
42,054 |
$1,400,000 |
29,170 |
|
JANE STREET GROUP LLC |
2720 |
- |
2024-03-31 |
40,197 |
$1,338,000 |
40,197 |
|
Rockefeller Capital Management L.P. |
1221 |
- |
2024-03-31 |
32,983 |
$1,098,000 |
-44,658 |
|
Stratos Wealth Partners LTD. |
604 |
- |
2024-03-31 |
32,901 |
$1,095,000 |
-100 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1742 |
- |
2024-03-31 |
28,997 |
$965,000 |
-5,689 |
|
AE Wealth Management LLC |
675 |
- |
2024-03-31 |
26,019 |
$866,000 |
-4,262 |
|
Kestra Advisory Services LLC |
1376 |
- |
2024-03-31 |
23,903 |
$795,000 |
5,897 |
|
FINANCIAL NETWORK |
1639 |
- |
2024-03-31 |
22,879 |
$761,000 |
-15,559 |
|
CENTAURUS FINANCIAL INC. |
291 |
- |
2024-03-31 |
22,776 |
$758,000 |
-2,310 |
|
MML INVESTORS SERVICES LLC |
1614 |
- |
2024-03-31 |
20,877 |
$695,000 |
-1,811 |
|
Ameritas Advisory Services LLC |
493 |
- |
2024-03-31 |
18,093 |
$610,000 |
11,072 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3217 |
- |
2024-03-31 |
17,715 |
$590,000 |
-40,428 |
|
CITADEL ADVISORS LLC |
3599 |
- |
2024-03-31 |
17,102 |
$569,000 |
3,762 |
|
Truadvice LLC |
113 |
- |
2023-09-30 |
18,332 |
$568,000 |
-13 |
|
Delta Investment Management LLC |
108 |
- |
2024-03-31 |
16,878 |
$562,000 |
0 |
|
PROEQUITIES INC. |
439 |
- |
2024-03-31 |
15,133 |
$504,000 |
-24,942 |
|
MULTIFINANCIAL SECURITIES CORP |
1597 |
- |
2024-03-31 |
14,916 |
$496,000 |
-91 |
|
TrueWealth Advisors LLC |
101 |
- |
2024-03-31 |
13,148 |
$438,000 |
0 |
|
Donald L. Hagan LLC |
81 |
- |
2024-03-31 |
10,925 |
$364,000 |
-336 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2725 |
- |
2024-03-31 |
10,551 |
$351,000 |
-1,062 |
|
FIRST HEARTLAND CONSULTANTS INC |
327 |
- |
2024-03-31 |
9,425 |
$314,000 |
-170 |
|
IFP Advisors Inc |
736 |
- |
2023-12-31 |
9,550 |
$309,000 |
-203 |
|
S.C. Financial Services Inc. |
72 |
- |
2022-12-31 |
10,247 |
$302,000 |
2,735 |
|
Keystone Wealth Services LLC |
174 |
- |
2024-03-31 |
8,614 |
$287,000 |
-218 |
|
BB&T CORP |
2287 |
- |
2024-03-31 |
8,385 |
$279,000 |
-152 |
|
Lion Street Advisors LLC |
199 |
- |
2024-03-31 |
8,119 |
$263,000 |
0 |
|
LVZ Advisors Inc. |
120 |
- |
2024-03-31 |
7,542 |
$251,000 |
-6,070 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
645 |
- |
2024-03-31 |
7,512 |
$250,000 |
0 |
|
Ergawealth Advisors Inc. |
54 |
- |
2024-03-31 |
7,001 |
$233,000 |
0 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
100 |
*New |
2024-03-31 |
6,744 |
$231,000 |
6,744 |
|
H D Vest Advisory Services |
1462 |
- |
2024-03-31 |
6,796 |
$226,000 |
-1,432 |
|
1ST SOURCE BANK |
245 |
- |
2024-03-31 |
6,726 |
$224,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3515 |
- |
2024-03-31 |
6,573 |
$219,000 |
-21,852 |
|
COMERICA BANK |
2330 |
- |
2024-03-31 |
5,572 |
$185,000 |
1,466 |
|
Integrity Financial Corp /WA |
113 |
- |
2024-03-31 |
5,000 |
$166,000 |
-1,681 |
|
J P MORGAN CHASE & CO |
4458 |
*New |
2024-03-31 |
3,089 |
$103,000 |
3,089 |
|
EPG Wealth Management LLC |
279 |
- |
2024-03-31 |
3,000 |
$100,000 |
0 |
|
ROYAL BANK OF CANADA |
4791 |
- |
2024-03-31 |
2,065 |
$69,000 |
797 |
|
UBS Group AG |
5337 |
- |
2024-03-31 |
1,403 |
$47,000 |
-912 |
|
Sunbelt Securities Inc. |
897 |
- |
2024-03-31 |
1,260 |
$42,000 |
-5,000 |
|
DHJJ Financial Advisors Ltd. |
291 |
- |
2024-03-31 |
1,205 |
$40,000 |
-185 |
|
Steward Partners Investment Advisory LLC |
2388 |
- |
2024-03-31 |
796 |
$26,000 |
0 |
|
NBC SECURITIES INC. |
1373 |
- |
2024-03-31 |
733 |
$24,000 |
-82 |
|
PRINCIPAL SECURITIES INC. |
2136 |
- |
2024-03-31 |
450 |
$15,000 |
-735 |
|
CWM LLC |
3388 |
- |
2024-03-31 |
285 |
$9,000 |
-5 |
|
Larson Financial Group LLC |
1186 |
- |
2024-03-31 |
149 |
$5,000 |
-298 |
|
Goss Wealth Management LLC |
3619 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,305 |
|
Sage Capital Advisorsllc |
133 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,877 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
181 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,599 |
|
Comprehensive Financial Consultants Institutional |
158 |
*Closed |
2024-03-31 |
0 |
$0 |
-71,594 |
|
BAKER TILLY FINANCIAL LLC |
453 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,000 |
|
MARINER WEALTH ADVISORS, LLC |
3230 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,392 |
|
AdvisorNet Financial Inc |
2210 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
Change Path LLC |
889 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,873 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
835 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
SageView Advisory Group LLC |
743 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,348 |
|
Cypress Wealth Services LLC |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,311 |
|
TWO SIGMA SECURITIES LLC |
2063 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,286 |
|
Cetera Investment Advisers |
2135 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,963 |
|
Impact Partnership Wealth LLC |
777 |
*Closed |
2024-03-31 |
0 |
$0 |
-73 |
|
|
70 Records found
|
1
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