|
Institutional
Holders
Total
Institutions:
|
79 7 |
|
Total
shares held :
|
6,775,637 |
|
% of shares
held :
|
75.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,825,827 |
|
% of shares
held change :
|
20.29% |
|
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 |
LPL FINANCIAL CORP |
341 |
- |
2024-03-31 |
1,732,237 |
$92,605,000 |
187,726 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
196 |
- |
2024-03-31 |
1,267,310 |
$67,750,000 |
408,202 |
|
CWM LLC |
119 |
- |
2024-03-31 |
676,560 |
$36,169,000 |
264,848 |
|
IHT Wealth Management LLC |
19 |
- |
2024-03-31 |
387,976 |
$20,741,000 |
78,869 |
|
BANK OF AMERICA CORP /DE/ |
1907 |
- |
2024-03-31 |
386,004 |
$20,636,000 |
194,423 |
|
GeoWealth Management LLC |
36 |
- |
2024-03-31 |
313,262 |
$16,747,000 |
-3,470 |
|
FINANCIAL CONSULATE INC |
9 |
*New |
2024-03-31 |
275,661 |
$14,737,000 |
275,661 |
|
Private Advisor Group LLC |
187 |
- |
2024-03-31 |
262,010 |
$14,007,000 |
-17,074 |
|
Advisor Group Holdings Inc. |
616 |
- |
2024-03-31 |
217,071 |
$11,606,000 |
56,337 |
|
Cetera Investment Advisers |
652 |
*New |
2024-03-31 |
197,314 |
$10,548,000 |
197,314 |
|
ROYAL BANK OF CANADA |
1457 |
- |
2024-03-31 |
196,368 |
$10,498,000 |
68,165 |
|
Fundamentun LLC |
32 |
- |
2024-03-31 |
183,466 |
$9,808,000 |
-34,730 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
6 |
- |
2024-03-31 |
170,039 |
$9,090,000 |
79 |
|
RAYMOND JAMES & ASSOCIATES |
1261 |
- |
2024-03-31 |
156,429 |
$8,363,000 |
35,028 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
524 |
- |
2024-03-31 |
153,506 |
$8,206,000 |
15,302 |
|
MULTIFINANCIAL SECURITIES CORP |
303 |
- |
2024-03-31 |
153,008 |
$8,180,000 |
-28,758 |
|
MONEYWISE INC. |
9 |
- |
2024-03-31 |
128,694 |
$6,880,000 |
-94,589 |
|
STIFEL FINANCIAL CORP |
1063 |
- |
2024-03-31 |
107,552 |
$5,750,000 |
16,626 |
|
Snowden Capital Advisors LLC |
157 |
- |
2024-03-31 |
98,908 |
$5,288,000 |
-1,535 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1122 |
- |
2024-03-31 |
98,849 |
$5,284,000 |
88,961 |
|
Leo Wealth LLC |
37 |
- |
2024-03-31 |
91,996 |
$4,892,000 |
17,302 |
|
TNB FINANCIAL |
48 |
- |
2024-03-31 |
90,040 |
$4,814,000 |
1,757 |
|
Geneos Wealth Management Inc. |
119 |
- |
2024-03-31 |
89,110 |
$4,764,000 |
12,377 |
|
KPP Advisory Services LLC |
18 |
- |
2024-03-31 |
87,263 |
$4,665,000 |
87,263 |
|
Federation des caisses Desjardins du Quebec |
323 |
- |
2024-03-31 |
84,535 |
$4,519,000 |
0 |
|
Berger Financial Group Inc |
80 |
*New |
2024-03-31 |
81,351 |
$4,349,000 |
81,351 |
|
Redhawk Wealth Advisors Inc. |
38 |
- |
2024-03-31 |
77,600 |
$4,149,000 |
73,254 |
|
Paul Damon & Associates Inc. |
9 |
- |
2024-03-31 |
77,299 |
$4,132,000 |
3,128 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
232 |
- |
2024-03-31 |
76,685 |
$4,100,000 |
25,380 |
|
IFP Advisors Inc |
142 |
- |
2023-12-31 |
69,008 |
$3,321,000 |
-1,588 |
|
Lakeview Capital Partners LLC |
43 |
- |
2024-03-31 |
61,464 |
$3,286,000 |
16,537 |
|
H D Vest Advisory Services |
403 |
- |
2024-03-31 |
60,939 |
$3,258,000 |
-4,941 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
666 |
- |
2024-03-31 |
60,175 |
$3,217,000 |
38,060 |
|
WCG Wealth Advisors LLC |
97 |
- |
2024-03-31 |
53,110 |
$2,839,000 |
8,278 |
|
Equitable Holdings Inc. |
358 |
- |
2024-03-31 |
52,294 |
$2,796,000 |
-1,451 |
|
MORGAN STANLEY |
4308 |
- |
2024-03-31 |
47,587 |
$2,544,000 |
9,119 |
|
Stratos Wealth Partners LTD. |
385 |
- |
2024-03-31 |
46,058 |
$2,462,000 |
-24,413 |
|
FINANCIAL NETWORK |
941 |
- |
2024-03-31 |
43,810 |
$2,342,000 |
-422 |
|
Kestra Advisory Services LLC |
814 |
- |
2024-03-31 |
42,690 |
$2,282,000 |
2,253 |
|
Solano Wealth Management Inc. |
12 |
- |
2024-03-31 |
40,323 |
$2,156,000 |
4,603 |
|
Steward Partners Investment Advisory LLC |
636 |
*New |
2024-03-31 |
30,437 |
$1,627,000 |
30,437 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2046 |
- |
2024-03-31 |
28,894 |
$1,545,000 |
-13,082 |
|
JANE STREET GROUP LLC |
2559 |
- |
2024-03-31 |
28,673 |
$1,533,000 |
4,463 |
|
LEAVELL T & ASSOCIATES INC |
215 |
- |
2024-03-31 |
28,275 |
$1,512,000 |
975 |
|
Per Stirling Capital Management LLC. |
67 |
- |
2024-03-31 |
26,264 |
$1,404,000 |
-1,514 |
|
Cornerstone Wealth Management LLC |
160 |
- |
2024-03-31 |
26,101 |
$1,395,000 |
1,289 |
|
Integrity Financial Corp /WA |
29 |
- |
2024-03-31 |
23,974 |
$1,282,000 |
28 |
|
ATRIA INVESTMENTS LLC |
863 |
- |
2024-03-31 |
22,971 |
$1,228,000 |
-1,933 |
|
Empirical Asset Management LLC |
43 |
- |
2024-03-31 |
22,407 |
$1,198,000 |
-1,513 |
|
LINCOLN NATIONAL CORP |
507 |
- |
2024-03-31 |
19,638 |
$1,050,000 |
4,062 |
|
Mutual Advisors LLC |
490 |
- |
2024-03-31 |
17,270 |
$923,000 |
-13,941 |
|
JANNEY MONTGOMERY SCOTT LLC |
1561 |
*New |
2024-03-31 |
16,989 |
$908,000 |
16,989 |
|
Kingsview Wealth Management LLC |
519 |
- |
2024-03-31 |
16,734 |
$895,000 |
484 |
|
ESSEX FINANCIAL SERVICES INC |
235 |
- |
2024-03-31 |
15,228 |
$814,000 |
2,612 |
|
HAZLETT BURT & WATSON INC. |
43 |
- |
2024-03-31 |
15,001 |
$802,000 |
2,123 |
|
Dynamic Advisors Solutions LLC |
487 |
- |
2024-03-31 |
14,902 |
$797,000 |
193 |
|
MARINER WEALTH ADVISORS, LLC |
1763 |
- |
2024-03-31 |
13,150 |
$703,000 |
-2,760 |
|
Clear Point Advisors Inc. |
47 |
- |
2024-03-31 |
12,886 |
$689,000 |
410 |
|
GOLDMAN SACHS GROUP INC/ |
3770 |
*New |
2024-03-31 |
12,832 |
$686,000 |
12,832 |
|
DAVIDSON D A & CO |
862 |
- |
2024-03-31 |
12,825 |
$686,000 |
2,480 |
|
FRANKLIN RESOURCES INC |
1996 |
- |
2024-03-31 |
12,543 |
$671,000 |
486 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
293 |
- |
2024-03-31 |
12,565 |
$668,000 |
-975 |
|
Integrated Wealth Concepts LLC |
1007 |
- |
2024-03-31 |
10,224 |
$547,000 |
2,742 |
|
AMERIPRISE FINANCIAL INC |
3326 |
*New |
2024-03-31 |
9,557 |
$511,000 |
9,557 |
|
Redwood Financial Network Corp |
78 |
- |
2024-03-31 |
8,914 |
$477,000 |
1,190 |
|
Ameritas Advisory Services LLC |
574 |
- |
2024-03-31 |
9,086 |
$461,000 |
9,086 |
|
Southland Equity Partners LLC |
118 |
- |
2024-03-31 |
8,218 |
$439,000 |
-7 |
|
PACIFIC SUN FINANCIAL CORP |
133 |
- |
2024-03-31 |
6,782 |
$363,000 |
0 |
|
FULTON BREAKEFIELD BROENNIMAN LLC |
139 |
*New |
2024-03-31 |
6,281 |
$336,000 |
6,281 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2283 |
*New |
2024-03-31 |
5,972 |
$319,000 |
5,972 |
|
PRIVATE TRUST CO NA |
502 |
- |
2024-03-31 |
5,792 |
$310,000 |
583 |
|
Western Wealth Management LLC |
505 |
- |
2024-03-31 |
5,596 |
$299,000 |
134 |
|
Sigma Planning Corp |
959 |
*New |
2024-03-31 |
5,505 |
$294,000 |
5,505 |
|
AQR CAPITAL MANAGEMENT LLC |
2137 |
*New |
2024-03-31 |
5,464 |
$292,000 |
5,464 |
|
Strategic Equity Management |
29 |
*New |
2024-03-31 |
5,412 |
$289,000 |
5,412 |
|
ENVESTNET ASSET MANAGEMENT INC |
3722 |
- |
2024-03-31 |
5,265 |
$281,000 |
386 |
|
Arkadios Wealth Advisors |
557 |
- |
2024-03-31 |
5,209 |
$278,000 |
7 |
|
HARBOUR INVESTMENTS INC. |
816 |
- |
2023-12-31 |
4,723 |
$227,000 |
2,435 |
|
AdvisorNet Financial Inc |
450 |
- |
2024-03-31 |
4,102 |
$219,000 |
1 |
|
Aspire Private Capital LLC |
193 |
- |
2024-03-31 |
1,901 |
$102,000 |
0 |
|
Atlantic Trust Group LLC |
1448 |
*New |
2024-03-31 |
1,640 |
$87,000 |
1,640 |
|
DB Wealth Management Group LLC |
134 |
- |
2023-12-31 |
1,623 |
$78,000 |
0 |
|
PROEQUITIES INC. |
1162 |
- |
2024-03-31 |
992 |
$53,000 |
92 |
|
PRINCIPAL SECURITIES INC. |
1612 |
- |
2024-03-31 |
823 |
$44,000 |
47 |
|
Aspire Wealth Management Corp |
137 |
- |
2024-03-31 |
764 |
$41,000 |
168 |
|
PNC FINANCIAL SERVICES GROUP INC |
3090 |
*New |
2024-03-31 |
734 |
$39,000 |
734 |
|
Ronald Blue Trust Inc. |
1129 |
*New |
2024-03-31 |
506 |
$27,000 |
506 |
|
NATIONAL BANK OF CANADA /FI/ |
1761 |
- |
2024-03-31 |
500 |
$26,000 |
0 |
|
Hartland & Co. LLC |
900 |
- |
2024-03-31 |
485 |
$25,000 |
0 |
|
FMR LLC |
3790 |
- |
2024-03-31 |
422 |
$23,000 |
121 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1554 |
*New |
2024-03-31 |
414 |
$22,000 |
414 |
|
Sage Mountain Advisors LLC |
377 |
*New |
2024-03-31 |
327 |
$17,000 |
327 |
|
Householder Group Estate & Retirement Specialist L |
711 |
*New |
2024-03-31 |
290 |
$16,000 |
290 |
|
J P MORGAN CHASE & CO |
4997 |
*New |
2024-03-31 |
260 |
$14,000 |
260 |
|
BIDWELL C M & ASSOCIATES LTD/ |
276 |
- |
2024-03-31 |
240 |
$13,000 |
30 |
|
JONES FINANCIAL COMPANIES LLLP |
1000 |
*New |
2024-03-31 |
250 |
$13,000 |
250 |
|
McIlrath & Eck LLC |
588 |
- |
2024-03-31 |
207 |
$11,000 |
-141 |
|
Frazier Financial Advisors LLC |
538 |
- |
2024-03-31 |
115 |
$6,000 |
-200 |
|
PSI Advisors LLC |
674 |
- |
2024-03-31 |
29 |
$2,000 |
-1 |
|
ADVISORY SERVICES NETWORK, LLC |
2198 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,286 |
|
|
100 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
|
|
|