|
Institutional
Holders
Total
Institutions:
|
69 5 |
|
Total
shares held :
|
4,474,443 |
|
% of shares
held :
|
49.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
955,977 |
|
% of shares
held change :
|
10.62% |
|
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 |
FMR LLC |
594 |
- |
2024-03-31 |
5,533,127 |
$326,129,000 |
4,766,326 |
|
Orgel Wealth Management LLC |
12 |
*New |
2024-03-31 |
2,034,771 |
$119,932,000 |
2,034,771 |
|
ENVESTNET ASSET MANAGEMENT INC |
594 |
- |
2024-03-31 |
1,028,793 |
$60,638,000 |
19,469 |
|
Kestra Advisory Services LLC |
97 |
- |
2024-03-31 |
522,914 |
$30,821,000 |
75,503 |
|
Great Lakes Retirement Inc. |
9 |
- |
2024-03-31 |
260,692 |
$15,366,000 |
-5,503 |
|
SMITH CHAS P & ASSOCIATES PA CPAS |
32 |
- |
2024-03-31 |
249,806 |
$14,724,000 |
-7,942 |
|
Advisor Group Holdings Inc. |
555 |
- |
2024-03-31 |
224,959 |
$13,262,000 |
-43,231 |
|
BEACON FINANCIAL GROUP |
14 |
*New |
2024-03-31 |
188,333 |
$11,101,000 |
188,333 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
873 |
- |
2024-03-31 |
143,053 |
$8,432,000 |
-79,300 |
|
Sunbelt Securities Inc. |
31 |
- |
2024-03-31 |
95,859 |
$5,650,000 |
-5,840 |
|
ROYAL BANK OF CANADA |
2147 |
- |
2024-03-31 |
59,190 |
$3,489,000 |
53,840 |
|
CFO4Life L.P. |
28 |
*New |
2022-12-31 |
76,347 |
$3,390,000 |
76,347 |
|
LPL FINANCIAL CORP |
2197 |
- |
2024-03-31 |
48,449 |
$2,856,000 |
22,366 |
|
AE Wealth Management LLC |
407 |
- |
2024-03-31 |
48,126 |
$2,837,000 |
-1,870 |
|
Cetera Investment Advisers |
529 |
- |
2024-03-31 |
46,705 |
$2,753,000 |
3,369 |
|
BANK OF AMERICA CORP /DE/ |
3490 |
- |
2024-03-31 |
41,864 |
$2,468,000 |
-955 |
|
LVZ Advisors Inc. |
29 |
- |
2024-03-31 |
39,219 |
$2,312,000 |
-2,281 |
|
HANSON MCCLAIN, INC. |
301 |
- |
2024-03-31 |
38,050 |
$2,243,000 |
-1,654 |
|
SILVER OAK SECURITIES Inc |
73 |
*New |
2024-03-31 |
36,811 |
$2,170,000 |
36,811 |
|
LINCOLN NATIONAL CORP |
316 |
- |
2024-03-31 |
36,040 |
$2,124,000 |
895 |
|
SEQUENT ASSET MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
34,465 |
$2,032,000 |
-6,975 |
|
Rockefeller Capital Management L.P. |
1008 |
- |
2024-03-31 |
33,139 |
$1,953,000 |
1,848 |
|
Goss Wealth Management LLC |
705 |
- |
2024-03-31 |
32,299 |
$1,904,000 |
3,104 |
|
MORGAN STANLEY |
4529 |
- |
2024-03-31 |
29,963 |
$1,766,000 |
-193 |
|
Ahrens Investment Partners LLC |
27 |
- |
2023-03-31 |
36,820 |
$1,747,000 |
-4,732 |
|
KCS Wealth Advisory |
45 |
- |
2023-09-30 |
30,523 |
$1,505,000 |
-29,043 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
874 |
- |
2024-03-31 |
25,179 |
$1,484,000 |
513 |
|
BIONDO INVESTMENT ADVISORS LLC |
54 |
- |
2024-03-31 |
24,676 |
$1,454,000 |
1,675 |
|
Lido Advisors LLC |
484 |
- |
2024-03-31 |
22,978 |
$1,354,000 |
208 |
|
ARGI INVESTMENT SERVICES, LLC |
219 |
- |
2022-12-31 |
29,116 |
$1,293,000 |
-295 |
|
MADDEN ADVISORY SERVICES, INC. |
35 |
- |
2024-03-31 |
21,866 |
$1,289,000 |
1,039 |
|
HPM Partners LLC |
1173 |
- |
2024-03-31 |
21,336 |
$1,258,000 |
-1,452 |
|
Independent Advisor Alliance |
293 |
- |
2024-03-31 |
20,000 |
$1,179,000 |
-791 |
|
GOLDMAN SACHS GROUP INC/ |
3479 |
- |
2024-03-31 |
19,806 |
$1,167,000 |
13,827 |
|
J P MORGAN CHASE & CO |
3354 |
- |
2024-03-31 |
17,270 |
$1,018,000 |
-957 |
|
OmniStar Financial Group Inc. |
29 |
- |
2024-03-31 |
17,053 |
$1,005,000 |
-4,885 |
|
MERCER GLOBAL ADVISORS INC /ADV |
981 |
- |
2024-03-31 |
16,193 |
$954,000 |
-20,647 |
|
MARINER WEALTH ADVISORS, LLC |
1591 |
- |
2024-03-31 |
15,018 |
$885,000 |
-1,108 |
|
PRUDENTIAL CORP PLC |
526 |
- |
2024-03-31 |
14,368 |
$847,000 |
-1,385 |
|
ALTFEST L J & CO INC |
131 |
- |
2024-03-31 |
13,768 |
$812,000 |
-88 |
|
HIGHTOWER ADVISORS, LLC |
1945 |
- |
2024-03-31 |
12,933 |
$764,000 |
0 |
|
Prime Capital Investment Advisors LLC |
515 |
- |
2024-03-31 |
12,856 |
$758,000 |
5,378 |
|
Adviser Investments LLC |
349 |
- |
2024-03-31 |
11,960 |
$705,000 |
-2,874 |
|
GUNN & Co INVESTMENT MANAGEMENT INC. |
40 |
- |
2024-03-31 |
11,667 |
$688,000 |
-246,081 |
|
Howard Capital Management Inc. |
53 |
*New |
2024-03-31 |
11,465 |
$676,000 |
11,465 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1418 |
- |
2024-03-31 |
11,313 |
$667,000 |
876 |
|
Hobbs Group Advisors LLC |
59 |
- |
2023-12-31 |
11,956 |
$650,000 |
0 |
|
FINANCIAL NETWORK |
1776 |
- |
2024-03-31 |
10,566 |
$623,000 |
932 |
|
True Wealth Design LLC |
100 |
- |
2024-03-31 |
10,231 |
$603,000 |
-413 |
|
Beverly Hills Private Wealth LLC |
180 |
- |
2024-03-31 |
9,000 |
$530,000 |
2,370 |
|
Hoxton Planning & Management LLC |
97 |
- |
2024-03-31 |
6,737 |
$397,000 |
2 |
|
ATLAS BROWNINC |
137 |
- |
2024-03-31 |
6,519 |
$384,000 |
586 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
943 |
- |
2024-03-31 |
5,950 |
$351,000 |
-1,177 |
|
Navalign LLC |
102 |
- |
2024-03-31 |
5,632 |
$332,000 |
-2,534 |
|
Almanack Investment Partners LLC. |
140 |
- |
2024-03-31 |
5,287 |
$312,000 |
893 |
|
Beaumont Financial Advisors LLC |
274 |
*New |
2024-03-31 |
5,095 |
$300,000 |
5,095 |
|
BMS Financial Advisors LLC |
96 |
- |
2023-06-30 |
5,654 |
$286,000 |
-24,331 |
|
TD Waterhouse Canada Inc. |
705 |
- |
2024-03-31 |
4,850 |
$283,000 |
0 |
|
Atria Wealth Solutions Inc. |
1616 |
- |
2024-03-31 |
4,587 |
$270,000 |
-196 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2891 |
- |
2024-03-31 |
4,522 |
$267,000 |
-23 |
|
JANE STREET GROUP LLC |
4520 |
- |
2024-03-31 |
4,314 |
$254,000 |
4,314 |
|
Sigma Planning Corp |
1031 |
- |
2024-03-31 |
4,199 |
$248,000 |
175 |
|
Colonial Trust Co / SC |
254 |
- |
2024-03-31 |
3,833 |
$225,000 |
-2,316 |
|
Weaver Consulting Group |
185 |
- |
2024-03-31 |
3,757 |
$221,000 |
0 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
416 |
- |
2024-03-31 |
3,685 |
$217,000 |
0 |
|
Colony Family Offices LLC |
61 |
- |
2024-03-31 |
3,684 |
$217,000 |
-37 |
|
CENTAURUS FINANCIAL INC. |
596 |
- |
2024-03-31 |
3,661 |
$216,000 |
-1,229 |
|
TD CAPITAL MANAGEMENT LLC |
102 |
- |
2024-03-31 |
3,608 |
$213,000 |
10 |
|
JOHNSON INVESTMENT COUNSEL INC |
718 |
*New |
2024-03-31 |
3,479 |
$205,000 |
3,479 |
|
Envestnet Portfolio Solutions Inc. |
1562 |
- |
2024-03-31 |
3,434 |
$202,000 |
3,434 |
|
Spire Wealth Management |
835 |
- |
2024-03-31 |
2,708 |
$160,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1009 |
- |
2024-03-31 |
2,248 |
$132,000 |
0 |
|
Creekmur Asset Management LLC |
210 |
- |
2024-03-31 |
1,185 |
$70,000 |
-512 |
|
PRINCIPAL SECURITIES INC. |
1491 |
- |
2024-03-31 |
992 |
$58,000 |
0 |
|
Halpern Financial Inc. |
93 |
- |
2024-03-31 |
800 |
$47,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2141 |
- |
2024-03-31 |
793 |
$47,000 |
8 |
|
IFP Advisors Inc |
1598 |
- |
2023-12-31 |
729 |
$40,000 |
0 |
|
Clarity Asset Management Inc. |
128 |
- |
2024-03-31 |
417 |
$25,000 |
1 |
|
BANK OF MONTREAL /CAN/ |
3167 |
- |
2024-03-31 |
300 |
$18,000 |
100 |
|
Global Retirement Partners LLC |
2020 |
- |
2024-03-31 |
204 |
$12,000 |
204 |
|
PROEQUITIES INC. |
1838 |
- |
2024-03-31 |
95 |
$6,000 |
0 |
|
Atlantic Trust Group LLC |
2567 |
*New |
2024-03-31 |
60 |
$4,000 |
60 |
|
SIGNATUREFD, LLC |
2684 |
*New |
2024-03-31 |
45 |
$3,000 |
45 |
|
FRG Family Wealth Advisors LLC |
318 |
*New |
2024-03-31 |
33 |
$2,000 |
33 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1666 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
|
WELLS FARGO & CO/MN |
6760 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6538 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,475 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1480 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,986 |
|
Concord Wealth Partners |
904 |
*Closed |
2024-03-31 |
0 |
$0 |
-925 |
|
|
89 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
|
|
|