|
Institutional
Holders
Total
Institutions:
|
60 9 |
|
Total
shares held :
|
6,749,555 |
|
% of shares
held :
|
75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
Amount
of shares held :
|
351,657 |
|
% of shares
held change :
|
3.91% |
|
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 |
FRANKLIN RESOURCES INC |
735 |
- |
2024-03-31 |
1,071,962 |
$26,258,000 |
-1,725,649 |
|
LPL FINANCIAL CORP |
1072 |
- |
2024-03-31 |
623,123 |
$15,263,000 |
190,409 |
|
Systelligence LLC |
5 |
- |
2024-03-31 |
577,084 |
$14,136,000 |
3,635 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
508 |
- |
2024-03-31 |
359,914 |
$8,816,000 |
-10,563 |
|
AIRE ADVISORS LLC |
22 |
- |
2024-03-31 |
248,459 |
$6,089,000 |
-2,464 |
|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
10 |
*New |
2024-03-31 |
245,328 |
$6,009,000 |
245,328 |
|
Advisor Group Holdings Inc. |
1072 |
- |
2024-03-31 |
192,631 |
$4,719,000 |
46,715 |
|
ENVESTNET ASSET MANAGEMENT INC |
2105 |
- |
2024-03-31 |
167,673 |
$4,107,000 |
2,969 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
8 |
*New |
2024-03-31 |
167,305 |
$4,098,000 |
167,305 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
477 |
- |
2024-03-31 |
147,086 |
$3,603,000 |
86,747 |
|
Wright Fund Managment LLC |
48 |
- |
2024-03-31 |
101,900 |
$2,496,000 |
0 |
|
Perigon Wealth Management LLC |
228 |
*New |
2024-03-31 |
98,321 |
$2,408,000 |
98,321 |
|
MML INVESTORS SERVICES LLC |
1007 |
- |
2024-03-31 |
89,034 |
$2,181,000 |
7,896 |
|
Cetera Investment Advisers |
610 |
- |
2024-03-31 |
88,819 |
$2,176,000 |
-11,055 |
|
PROEQUITIES INC. |
170 |
- |
2024-03-31 |
79,045 |
$1,936,000 |
-4,247 |
|
Equitable Holdings Inc. |
464 |
- |
2024-03-31 |
75,883 |
$1,859,000 |
-5,063 |
|
Seed Wealth Management Inc. |
14 |
- |
2024-03-31 |
75,713 |
$1,844,000 |
-9,634 |
|
Sightline Wealth Advisors LLC |
20 |
- |
2024-03-31 |
67,186 |
$1,646,000 |
55,800 |
|
JANE STREET GROUP LLC |
2527 |
- |
2024-03-31 |
64,581 |
$1,582,000 |
46,123 |
|
3EDGE Asset Management LP |
34 |
*New |
2024-03-31 |
61,656 |
$1,510,000 |
61,656 |
|
STIFEL FINANCIAL CORP |
1967 |
- |
2024-03-31 |
57,739 |
$1,414,000 |
24,428 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1503 |
- |
2024-03-31 |
56,314 |
$1,379,000 |
724 |
|
Key Client Fiduciary Advisors LLC |
33 |
- |
2024-03-31 |
51,590 |
$1,264,000 |
-3,300 |
|
ROYAL BANK OF CANADA |
2847 |
- |
2024-03-31 |
49,389 |
$1,209,000 |
-28,613 |
|
SILVER OAK SECURITIES Inc |
134 |
*New |
2024-03-31 |
44,723 |
$1,095,000 |
44,723 |
|
CoreCap Advisors LLC |
246 |
- |
2023-12-31 |
43,769 |
$1,063,000 |
43,769 |
|
CAPITAL WEALTH MANAGEMENT LLC |
25 |
*New |
2024-03-31 |
35,429 |
$868,000 |
35,429 |
|
Kovack Advisors Inc. |
159 |
*New |
2024-03-31 |
35,387 |
$867,000 |
35,387 |
|
RAYMOND JAMES & ASSOCIATES |
2747 |
- |
2024-03-31 |
31,195 |
$764,000 |
16,395 |
|
Acorn Wealth Advisors LLC |
62 |
- |
2024-03-31 |
29,753 |
$729,000 |
2,530 |
|
Envestnet Portfolio Solutions Inc. |
985 |
- |
2024-03-31 |
28,231 |
$692,000 |
3,412 |
|
JT Stratford LLC |
169 |
- |
2024-03-31 |
27,932 |
$684,000 |
2,878 |
|
MULTIFINANCIAL SECURITIES CORP |
1419 |
- |
2024-03-31 |
26,797 |
$656,000 |
10,426 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2068 |
- |
2024-03-31 |
25,094 |
$615,000 |
5,949 |
|
OneAscent Wealth Management LLC |
58 |
- |
2024-03-31 |
22,919 |
$561,000 |
8,055 |
|
Kathmere Capital Management LLC |
156 |
*New |
2024-03-31 |
21,626 |
$530,000 |
21,626 |
|
IHT Wealth Management LLC |
615 |
- |
2024-03-31 |
21,537 |
$528,000 |
5,567 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2528 |
- |
2024-03-31 |
19,692 |
$482,000 |
-215 |
|
DRIVE WEALTH MANAGEMENT LLC |
152 |
*New |
2024-03-31 |
18,353 |
$450,000 |
18,353 |
|
FINANCIAL NETWORK |
1999 |
- |
2024-03-31 |
18,302 |
$448,000 |
-1,119 |
|
EQIS CAPITAL MANAGEMENT, INC. |
482 |
- |
2024-03-31 |
17,669 |
$433,000 |
-7,858 |
|
Atria Wealth Solutions Inc. |
1334 |
- |
2024-03-31 |
17,286 |
$423,000 |
3,395 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2935 |
- |
2024-03-31 |
17,104 |
$419,000 |
-1,605 |
|
Advisory Alpha LLC |
264 |
- |
2024-03-31 |
14,594 |
$357,000 |
2,092 |
|
Fulcrum Equity Management |
81 |
- |
2024-03-31 |
13,775 |
$337,000 |
-3,544 |
|
Adams Wealth Management |
83 |
- |
2023-12-31 |
13,375 |
$325,000 |
-1,751 |
|
Fermata Advisors LLC |
159 |
*New |
2024-03-31 |
12,823 |
$314,000 |
12,823 |
|
Orion Portfolio Solutions LLC |
1449 |
- |
2024-03-31 |
12,611 |
$309,000 |
3,683 |
|
Dynamic Advisors Solutions LLC |
765 |
- |
2024-03-31 |
12,035 |
$295,000 |
-7 |
|
Arkadios Wealth Advisors |
579 |
- |
2024-03-31 |
10,766 |
$264,000 |
363 |
|
CALAMOS ADVISORS LLC |
523 |
*New |
2024-03-31 |
10,546 |
$258,000 |
10,546 |
|
Strategic Blueprint LLC |
522 |
- |
2024-03-31 |
10,285 |
$252,000 |
1,474 |
|
H D Vest Advisory Services |
1409 |
- |
2024-03-31 |
10,015 |
$245,000 |
1,390 |
|
REGAL INVESTMENT ADVISORS, LLC |
530 |
*New |
2024-03-31 |
8,956 |
$219,000 |
8,956 |
|
Sunbelt Securities Inc. |
639 |
- |
2024-03-31 |
5,325 |
$130,000 |
-12 |
|
PRINCIPAL SECURITIES INC. |
1199 |
- |
2024-03-31 |
4,839 |
$119,000 |
4,489 |
|
Emerald Investment Partners LLC |
310 |
- |
2024-03-31 |
4,600 |
$113,000 |
0 |
|
IFP Advisors Inc |
1182 |
- |
2023-12-31 |
4,504 |
$109,000 |
-12,213 |
|
Transcendent Capital Group LLC |
137 |
*New |
2024-03-31 |
4,120 |
$101,000 |
4,120 |
|
VisionPoint Advisory Group LLC |
218 |
- |
2024-03-31 |
3,608 |
$88,000 |
-251 |
|
PRIVATE TRUST CO NA |
1066 |
*New |
2024-03-31 |
2,317 |
$57,000 |
2,317 |
|
Fortitude Family Office LLC |
183 |
*New |
2024-03-31 |
1,562 |
$38,000 |
1,562 |
|
Geneos Wealth Management Inc. |
1360 |
- |
2024-03-31 |
800 |
$20,000 |
0 |
|
CWM LLC |
3056 |
*New |
2024-03-31 |
623 |
$15,000 |
623 |
|
MORGAN STANLEY |
6385 |
- |
2024-03-31 |
485 |
$12,000 |
3 |
|
Financial Gravity Wealth Inc. |
504 |
- |
2024-03-31 |
307 |
$8,000 |
289 |
|
BFSG LLC |
532 |
*New |
2024-03-31 |
250 |
$6,000 |
250 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1320 |
- |
2024-03-31 |
210 |
$5,000 |
0 |
|
DB Wealth Management Group LLC |
325 |
*New |
2023-12-31 |
170 |
$4,000 |
170 |
|
Impact Partnership Wealth LLC |
518 |
- |
2024-03-31 |
177 |
$4,000 |
0 |
|
Bank of New Hampshire |
454 |
*New |
2024-03-31 |
111 |
$3,000 |
111 |
|
ICA Group Wealth Management LLC |
1234 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
FMR LLC |
4715 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
OLD SECOND NATIONAL BANK OF AURORA |
327 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,072 |
|
ADVISORY SERVICES NETWORK, LLC |
2299 |
*Closed |
2024-03-31 |
0 |
$0 |
-351 |
|
Larson Financial Group LLC |
1662 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
HARBOUR INVESTMENTS INC. |
3053 |
*Closed |
2023-12-31 |
0 |
$0 |
-16 |
|
AE Wealth Management LLC |
1625 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,920 |
|
Trilogy Capital Inc. |
312 |
*Closed |
2024-03-31 |
0 |
$0 |
-733,968 |
|
Integrated Wealth Concepts LLC |
1697 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,992 |
|
|
80 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
|
|
|