|
Institutional
Holders
Total
Institutions:
|
66 5 |
|
Total
shares held :
|
9,379,630 |
|
% of shares
held :
|
73.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
790,543 |
|
% of shares
held change :
|
6.18% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
475 |
- |
2024-03-31 |
3,768,533 |
$172,410,000 |
249,906 |
|
LPL FINANCIAL CORP |
467 |
- |
2024-03-31 |
1,383,676 |
$63,359,000 |
1,024,899 |
|
Executive Wealth Management LLC |
3 |
- |
2024-03-31 |
993,038 |
$44,995,000 |
81,699 |
|
ARVEST INVESTMENTS INC. |
3 |
- |
2024-03-31 |
687,992 |
$31,504,000 |
11,211 |
|
ENVESTNET ASSET MANAGEMENT INC |
908 |
- |
2024-03-31 |
633,992 |
$29,031,000 |
440,099 |
|
MORGAN STANLEY |
2444 |
- |
2024-03-31 |
544,700 |
$24,942,000 |
206,154 |
|
Betterment LLC |
59 |
- |
2024-03-31 |
539,144 |
$24,687,000 |
67,594 |
|
STEPHENS INC /AR/ |
65 |
- |
2024-03-31 |
489,893 |
$22,432,000 |
8,810 |
|
CRITERION CAPITAL ADVISORS LLC |
2 |
- |
2024-03-31 |
343,597 |
$15,733,000 |
30,207 |
|
PRINCIPAL SECURITIES INC. |
49 |
- |
2024-03-31 |
267,912 |
$12,268,000 |
187,671 |
|
RWM Asset Management LLC |
16 |
- |
2024-03-31 |
237,342 |
$10,868,000 |
12,618 |
|
HANSON MCCLAIN, INC. |
121 |
- |
2024-03-31 |
203,864 |
$9,335,000 |
-7,706 |
|
Envestnet Portfolio Solutions Inc. |
266 |
- |
2024-03-31 |
186,055 |
$8,520,000 |
132,077 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
10 |
- |
2023-03-31 |
147,214 |
$6,738,000 |
2,711 |
|
CHANNEL WEALTH LLC |
5 |
- |
2024-03-31 |
143,034 |
$6,550,000 |
33,618 |
|
We Are One Seven LLC |
76 |
- |
2024-03-31 |
131,730 |
$6,032,000 |
53,458 |
|
WHITE PINE INVESTMENT CO |
24 |
- |
2024-03-31 |
129,052 |
$5,909,000 |
7,232 |
|
BANK OF AMERICA CORP /DE/ |
2870 |
- |
2024-03-31 |
123,912 |
$5,674,000 |
33,626 |
|
REGAL INVESTMENT ADVISORS, LLC |
75 |
- |
2024-03-31 |
117,050 |
$5,360,000 |
89,210 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
36 |
- |
2024-03-31 |
111,379 |
$5,100,000 |
9,477 |
|
Cetera Investment Advisers |
345 |
- |
2024-03-31 |
103,994 |
$4,762,000 |
69,365 |
|
UBS Group AG |
2446 |
- |
2024-03-31 |
80,637 |
$3,692,000 |
-118,688 |
|
FLAGSHIP HARBOR ADVISORS LLC |
108 |
- |
2024-03-31 |
72,090 |
$3,301,000 |
2,043 |
|
WELLS FARGO & CO/MN |
2232 |
- |
2024-03-31 |
72,072 |
$3,300,000 |
-753 |
|
FINANCIAL NETWORK |
809 |
- |
2024-03-31 |
68,433 |
$3,134,000 |
44,250 |
|
HIGHTOWER ADVISORS, LLC |
1277 |
- |
2024-03-31 |
57,172 |
$2,618,000 |
7,621 |
|
Ten Capital Wealth Advisors LLC |
20 |
- |
2023-06-30 |
54,383 |
$2,461,000 |
3,260 |
|
Bristlecone Advisors LLC |
98 |
- |
2024-03-31 |
48,177 |
$2,206,000 |
-2,043 |
|
Atria Wealth Solutions Inc. |
669 |
- |
2024-03-31 |
39,833 |
$1,824,000 |
26,290 |
|
J P MORGAN CHASE & CO |
3071 |
- |
2024-03-31 |
37,061 |
$1,697,000 |
-2,706 |
|
BANK OF NEW YORK MELLON CORP |
3010 |
- |
2024-03-31 |
27,763 |
$1,271,000 |
19,937 |
|
DFPG INVESTMENTS INC. |
236 |
- |
2023-12-31 |
21,060 |
$968,000 |
13,860 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2274 |
- |
2024-03-31 |
20,592 |
$943,000 |
5,487 |
|
HAVERFORD TRUST CO |
231 |
- |
2024-03-31 |
19,879 |
$910,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2691 |
- |
2024-03-31 |
18,219 |
$834,000 |
84 |
|
Stokes Family Office LLC |
130 |
- |
2024-03-31 |
14,694 |
$673,000 |
-113,337 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2009 |
- |
2024-03-31 |
14,657 |
$671,000 |
-520 |
|
Private Advisor Group LLC |
1446 |
- |
2024-03-31 |
12,069 |
$553,000 |
6,004 |
|
MULTIFINANCIAL SECURITIES CORP |
1592 |
*New |
2024-03-31 |
10,916 |
$500,000 |
10,916 |
|
Goss Wealth Management LLC |
1425 |
- |
2024-03-31 |
9,311 |
$426,000 |
9,183 |
|
Advisor Group Holdings Inc. |
3098 |
- |
2024-03-31 |
8,739 |
$400,000 |
4,234 |
|
Herold Advisors Inc. |
199 |
- |
2024-03-31 |
8,590 |
$393,000 |
908 |
|
Streettalk Advisors LLC |
312 |
- |
2024-03-31 |
8,300 |
$380,000 |
1,955 |
|
Kingsview Wealth Management LLC |
736 |
- |
2024-03-31 |
8,270 |
$379,000 |
8,270 |
|
Legacy Advisors LLC |
243 |
- |
2024-03-31 |
7,251 |
$332,000 |
656 |
|
AMERIPRISE FINANCIAL INC |
3485 |
- |
2024-03-31 |
6,972 |
$319,000 |
-4,725 |
|
ICA Group Wealth Management LLC |
226 |
- |
2024-03-31 |
6,763 |
$310,000 |
5,450 |
|
Orion Portfolio Solutions LLC |
1470 |
*New |
2024-03-31 |
6,259 |
$287,000 |
6,259 |
|
Integrated Advisors Network LLC |
600 |
- |
2024-03-31 |
6,104 |
$280,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1599 |
*New |
2024-03-31 |
6,073 |
$278,000 |
6,073 |
|
KINGSWOOD WEALTH ADVISORS LLC |
542 |
- |
2024-03-31 |
5,107 |
$234,000 |
0 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
155 |
- |
2024-03-31 |
5,052 |
$231,000 |
0 |
|
Perigon Wealth Management LLC |
756 |
*New |
2024-03-31 |
5,018 |
$230,000 |
5,018 |
|
Global Retirement Partners LLC |
957 |
- |
2024-03-31 |
2,835 |
$130,000 |
2,246 |
|
Spire Wealth Management |
938 |
- |
2024-03-31 |
2,582 |
$118,000 |
0 |
|
Vermillion & White Wealth Management Group LLC |
105 |
- |
2024-03-31 |
1,357 |
$62,000 |
170 |
|
Stone House Investment Management LLC |
129 |
- |
2024-03-31 |
1,120 |
$51,000 |
951 |
|
Newbridge Financial Services Group Inc. |
409 |
- |
2024-03-31 |
995 |
$46,000 |
0 |
|
PRIVATE TRUST CO NA |
1331 |
*New |
2024-03-31 |
563 |
$26,000 |
563 |
|
FMR LLC |
3793 |
- |
2024-03-31 |
512 |
$23,000 |
467 |
|
ROYAL BANK OF CANADA |
5239 |
- |
2024-03-31 |
505 |
$23,000 |
31 |
|
PNC FINANCIAL SERVICES GROUP INC |
3609 |
- |
2024-03-31 |
272 |
$12,000 |
0 |
|
Hexagon Capital Partners LLC |
850 |
- |
2024-03-31 |
212 |
$10,000 |
0 |
|
Mascoma Wealth Management LLC |
310 |
- |
2024-03-31 |
225 |
$10,000 |
0 |
|
Coppell Advisory Solutions LLC |
1144 |
- |
2023-12-31 |
86 |
$4,000 |
-44 |
|
PROEQUITIES INC. |
1982 |
- |
2024-03-31 |
67 |
$3,000 |
-188 |
|
Farther Finance Advisors LLC |
2293 |
- |
2024-03-31 |
67 |
$3,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
820 |
- |
2024-03-31 |
54 |
$2,000 |
0 |
|
Coastal Investment Advisors Inc. |
784 |
- |
2024-03-31 |
30 |
$1,000 |
30 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
562 |
- |
2024-03-31 |
4 |
$1,000 |
0 |
|
IFP Advisors Inc |
2846 |
- |
2023-12-31 |
9 |
$0 |
2 |
|
VIMA LLC |
378 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,451 |
|
SIMPLEX TRADING LLC |
2390 |
*Closed |
2024-03-31 |
0 |
$0 |
-50 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3390 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,673 |
|
Patriot Financial Group Insurance Agency LLC |
497 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,567 |
|
Rockbridge Investment Management LCC |
456 |
*Closed |
2024-03-31 |
0 |
$0 |
-4 |
|
COMERICA BANK |
3712 |
- |
2024-03-31 |
9 |
$0 |
-100 |
|
JANE STREET GROUP LLC |
5995 |
*Closed |
2024-03-31 |
0 |
$0 |
-99,138 |
|
Columbia Trust Co 01012016 |
146 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,935 |
|
CITADEL ADVISORS LLC |
6689 |
*Closed |
2024-03-31 |
0 |
$0 |
-72,396 |
|
|
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
|
|
|