|
Institutional
Holders
Total
Institutions:
|
86 7 |
|
Total
shares held :
|
9,137,691 |
|
% of shares
held :
|
14.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
642,671 |
|
% of shares
held change :
|
0.99% |
|
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/ |
760 |
- |
2024-03-31 |
1,621,236 |
$81,645,000 |
-197,041 |
|
MORGAN STANLEY |
1715 |
- |
2024-03-31 |
1,035,257 |
$52,130,000 |
31,751 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
160 |
- |
2024-03-31 |
1,013,957 |
$51,058,000 |
113,744 |
|
CWM LLC |
132 |
- |
2024-03-31 |
669,421 |
$33,709,000 |
18,913 |
|
Engrave Wealth Partners LLC |
5 |
- |
2023-12-31 |
537,120 |
$26,861,000 |
-8,355 |
|
WELLS FARGO & CO/MN |
1059 |
- |
2024-03-31 |
446,567 |
$22,487,000 |
17,857 |
|
Amplius Wealth Advisors LLC |
15 |
- |
2024-03-31 |
367,391 |
$18,500,000 |
118,367 |
|
Avestar Capital LLC |
13 |
- |
2024-03-31 |
351,904 |
$17,720,000 |
-77,287 |
|
PATTEN & PATTEN INC/TN |
19 |
*New |
2024-03-31 |
336,024 |
$16,920,000 |
336,024 |
|
HIGHTOWER ADVISORS, LLC |
733 |
- |
2024-03-31 |
176,648 |
$8,899,000 |
-90,082 |
|
Alpha Omega Wealth Management LLC |
13 |
- |
2024-03-31 |
165,327 |
$8,325,000 |
-4,093 |
|
KCS Wealth Advisory |
4 |
- |
2023-09-30 |
166,015 |
$8,291,000 |
-396 |
|
Gratus Capital LLC |
86 |
- |
2024-03-31 |
137,226 |
$6,910,000 |
119,820 |
|
SAGE RHINO CAPITAL LLC |
22 |
- |
2024-03-31 |
118,016 |
$5,943,000 |
27,845 |
|
Cassia Capital Partners LLC |
10 |
- |
2024-03-31 |
115,608 |
$5,821,000 |
76,132 |
|
RAYMOND JAMES & ASSOCIATES |
1534 |
- |
2024-03-31 |
104,807 |
$5,278,000 |
7,559 |
|
TIEMANN INVESTMENT ADVISORS LLC |
8 |
- |
2024-03-31 |
101,088 |
$5,090,000 |
13,968 |
|
Bristlecone Advisors LLC |
51 |
- |
2024-03-31 |
97,290 |
$4,899,000 |
-7,727 |
|
LPL FINANCIAL CORP |
1790 |
- |
2024-03-31 |
96,788 |
$4,874,000 |
6,397 |
|
ADELL HARRIMAN & CARPENTER INC |
64 |
- |
2024-03-31 |
82,422 |
$4,150,000 |
900 |
|
Proficio Capital Partners LLC |
50 |
- |
2024-03-31 |
70,355 |
$3,543,000 |
1,638 |
|
MARINER WEALTH ADVISORS, LLC |
902 |
- |
2024-03-31 |
62,769 |
$3,161,000 |
-127,362 |
|
Brio Consultants LLC |
39 |
- |
2024-03-31 |
52,973 |
$2,667,000 |
-1,454 |
|
Ignite Planners LLC |
33 |
- |
2024-03-31 |
50,172 |
$2,515,000 |
20,318 |
|
ATWOOD & PALMER INC |
55 |
- |
2024-03-31 |
48,400 |
$2,437,000 |
-2,500 |
|
AdvisorNet Financial Inc |
104 |
- |
2024-03-31 |
47,820 |
$2,408,000 |
21,301 |
|
Frazier Financial Advisors LLC |
11 |
- |
2024-03-31 |
45,721 |
$2,302,000 |
1,237 |
|
Beverly Hills Private Wealth LLC |
59 |
- |
2024-03-31 |
38,193 |
$1,923,000 |
8,713 |
|
ENVESTNET ASSET MANAGEMENT INC |
2644 |
- |
2024-03-31 |
34,934 |
$1,759,000 |
18,963 |
|
Resources Investment Advisors Inc. |
372 |
- |
2024-03-31 |
34,062 |
$1,715,000 |
347 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
73 |
- |
2024-03-31 |
31,706 |
$1,597,000 |
16,195 |
|
STEPHENS INC /AR/ |
473 |
- |
2024-03-31 |
31,665 |
$1,594,000 |
-300 |
|
Atria Wealth Solutions Inc. |
708 |
- |
2024-03-31 |
31,297 |
$1,576,000 |
1,031 |
|
Envestnet Portfolio Solutions Inc. |
705 |
- |
2024-03-31 |
31,297 |
$1,576,000 |
1,031 |
|
PRIVATE WEALTH PARTNERS LLC |
71 |
- |
2024-03-31 |
30,100 |
$1,516,000 |
-16,700 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
498 |
- |
2024-03-31 |
27,092 |
$1,364,000 |
19,447 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1971 |
- |
2024-03-31 |
22,389 |
$1,127,000 |
1,665 |
|
Elmwood Wealth Management Inc. |
79 |
- |
2024-03-31 |
19,763 |
$995,000 |
10,250 |
|
Perigon Wealth Management LLC |
380 |
- |
2024-03-31 |
19,157 |
$965,000 |
19,157 |
|
Burford Brothers Inc. |
44 |
- |
2024-03-31 |
16,806 |
$846,000 |
-17 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2350 |
- |
2024-03-31 |
16,650 |
$838,000 |
7,531 |
|
ROYAL BANK OF CANADA |
3124 |
- |
2024-03-31 |
16,211 |
$816,000 |
1,072 |
|
McGowan Group Asset Management Inc. |
54 |
- |
2024-03-31 |
15,022 |
$756,000 |
10,012 |
|
PRINCIPAL SECURITIES INC. |
539 |
- |
2024-03-31 |
14,060 |
$708,000 |
2,085 |
|
STIFEL FINANCIAL CORP |
2397 |
- |
2024-03-31 |
14,070 |
$708,000 |
-89 |
|
SYNOVUS FINANCIAL CORP |
561 |
- |
2024-03-31 |
12,827 |
$646,000 |
104 |
|
TD CAPITAL MANAGEMENT LLC |
60 |
- |
2024-03-31 |
12,625 |
$636,000 |
164 |
|
ROCK POINT ADVISORS LLC |
58 |
- |
2024-03-31 |
12,171 |
$613,000 |
0 |
|
Lionsbridge Wealth Management LLC |
47 |
- |
2024-03-31 |
11,706 |
$589,000 |
-12,062 |
|
Synergy Financial Group LTD |
42 |
- |
2024-03-31 |
10,093 |
$508,000 |
3,844 |
|
Capital Advisors Ltd. LLC |
158 |
- |
2024-03-31 |
9,473 |
$477,000 |
-1,900 |
|
REGAL INVESTMENT ADVISORS, LLC |
373 |
- |
2024-03-31 |
9,387 |
$473,000 |
560 |
|
Kestra Advisory Services LLC |
1695 |
- |
2024-03-31 |
9,283 |
$467,000 |
-8,153 |
|
Advisor Group Holdings Inc. |
3022 |
- |
2024-03-31 |
8,785 |
$442,000 |
-5,351 |
|
Oakmont Partners LLC |
527 |
- |
2024-03-31 |
8,556 |
$431,000 |
-50 |
|
BEESE FULMER INVESTMENT MANAGEMENT INC |
168 |
- |
2024-03-31 |
7,179 |
$361,000 |
-326 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
121 |
- |
2024-03-31 |
6,944 |
$350,000 |
-70 |
|
Farther Finance Advisors LLC |
491 |
*New |
2024-03-31 |
6,682 |
$335,000 |
6,682 |
|
AQR CAPITAL MANAGEMENT LLC |
2116 |
*New |
2024-03-31 |
6,148 |
$310,000 |
6,148 |
|
JANNEY MONTGOMERY SCOTT LLC |
2427 |
- |
2024-03-31 |
4,989 |
$251,000 |
-1,005 |
|
Navalign LLC |
111 |
- |
2024-03-31 |
4,754 |
$239,000 |
-2,095 |
|
Windsor Group LTD |
152 |
*New |
2023-09-30 |
4,243 |
$212,000 |
4,243 |
|
Wagner Wealth Management LLC |
124 |
- |
2024-03-31 |
4,015 |
$202,000 |
-183,804 |
|
Wiser Wealth Management Inc |
31 |
- |
2024-03-31 |
4,018 |
$202,000 |
-14,068 |
|
Financial Gravity Wealth Inc. |
138 |
- |
2024-03-31 |
2,485 |
$125,000 |
-259,366 |
|
Coastal Investment Advisors Inc. |
467 |
- |
2024-03-31 |
2,200 |
$111,000 |
2,200 |
|
Community Bank N.A. |
244 |
- |
2024-03-31 |
2,000 |
$101,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1011 |
*New |
2024-03-31 |
1,765 |
$89,000 |
1,765 |
|
Mascoma Wealth Management LLC |
137 |
- |
2024-03-31 |
1,666 |
$84,000 |
-1,714 |
|
COMERICA BANK |
2599 |
- |
2024-03-31 |
1,615 |
$81,000 |
-98 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
278 |
- |
2024-03-31 |
1,463 |
$74,000 |
-1,527 |
|
UBS Group AG |
5218 |
- |
2024-03-31 |
1,253 |
$63,000 |
221 |
|
Spire Wealth Management |
1162 |
- |
2024-03-31 |
1,180 |
$59,000 |
0 |
|
Goss Wealth Management LLC |
2288 |
- |
2024-03-31 |
1,016 |
$51,000 |
646 |
|
Newbridge Financial Services Group Inc. |
396 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
275 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
Fortitude Family Office LLC |
240 |
- |
2024-03-31 |
500 |
$25,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2626 |
- |
2024-03-31 |
302 |
$15,000 |
-200 |
|
BLAIR WILLIAM & CO/IL |
1694 |
- |
2024-03-31 |
235 |
$12,000 |
-298 |
|
ANCORA ADVISORS, LLC |
1252 |
- |
2024-03-31 |
200 |
$10,000 |
-200 |
|
Penserra Capital Management LLC |
968 |
- |
2024-03-31 |
152 |
$7,000 |
4 |
|
J P MORGAN CHASE & CO |
5340 |
- |
2024-03-31 |
22 |
$1,000 |
-24 |
|
Northwest Capital Management Inc |
524 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
FMR LLC |
4860 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
CITADEL ADVISORS LLC |
5948 |
*Closed |
2024-03-31 |
0 |
$0 |
-94,060 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5775 |
*Closed |
2024-03-31 |
0 |
$0 |
-301,619 |
|
Lido Advisors LLC |
1202 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,790 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
268 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,022 |
|
PROEQUITIES INC. |
6892 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
JANE STREET GROUP LLC |
5705 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,420 |
|
SHUFRO ROSE & CO LLC |
322 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,911 |
|
GRADIENT INVESTMENTS LLC |
1669 |
*Closed |
2024-03-31 |
0 |
$0 |
-119 |
|
Parallel Advisors LLC |
3321 |
*Closed |
2024-03-31 |
0 |
$0 |
-109 |
|
FLOW TRADERS U.S. LLC |
996 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,579 |
|
Precision Wealth Strategies LLC |
116 |
*Closed |
2024-03-31 |
0 |
$0 |
-135,178 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2252 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
|
96 Records found
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1
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