|
Institutional
Holders
Total
Institutions:
|
80 0 |
|
Total
shares held :
|
4,927,522 |
|
% of shares
held :
|
5.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-649,640 |
|
% of shares
held change :
|
-0.72% |
|
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 |
HIGHTOWER ADVISORS, LLC |
777 |
- |
2024-03-31 |
279,497 |
$7,881,000 |
-17,751 |
|
Lantz Financial LLC |
6 |
- |
2024-03-31 |
271,715 |
$7,665,000 |
-2,847 |
|
Berger Financial Group Inc |
35 |
- |
2024-03-31 |
252,293 |
$7,117,000 |
-1,720 |
|
Spectrum Investment Advisors Inc. |
9 |
- |
2024-03-31 |
216,465 |
$6,106,000 |
2,750 |
|
BLAIR WILLIAM & CO/IL |
445 |
- |
2024-03-31 |
210,709 |
$5,944,000 |
-10,973 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1137 |
- |
2024-03-31 |
184,134 |
$5,194,000 |
-4,182 |
|
Global Strategic Investment Solutions LLC |
33 |
- |
2024-03-31 |
183,360 |
$5,173,000 |
1,996 |
|
Advisor Group Holdings Inc. |
1042 |
- |
2024-03-31 |
174,845 |
$4,926,000 |
-113,170 |
|
GRADIENT INVESTMENTS LLC |
137 |
- |
2024-03-31 |
173,346 |
$4,890,000 |
-636,444 |
|
ACCUVEST GLOBAL ADVISORS |
11 |
- |
2024-03-31 |
149,212 |
$4,209,000 |
149,212 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
4 |
- |
2024-03-31 |
121,322 |
$3,422,000 |
-4,049 |
|
BKD WEALTH ADVISORS LLC |
132 |
- |
2024-03-31 |
98,085 |
$2,767,000 |
-12,078 |
|
LINCOLN NATIONAL CORP |
278 |
- |
2024-03-31 |
90,560 |
$2,555,000 |
-159,030 |
|
Stratos Wealth Advisors LLC |
186 |
- |
2024-03-31 |
77,060 |
$2,174,000 |
35,171 |
|
Cypress Wealth Services LLC |
59 |
- |
2024-03-31 |
57,253 |
$1,615,000 |
0 |
|
FINANCIAL NETWORK |
1168 |
- |
2024-03-31 |
53,378 |
$1,506,000 |
-2,314 |
|
OLD MISSION CAPITAL LLC |
290 |
*New |
2024-03-31 |
51,230 |
$1,445,000 |
51,230 |
|
Strategic Blueprint LLC |
188 |
- |
2024-03-31 |
49,363 |
$1,393,000 |
-667 |
|
WorthPointe LLC |
17 |
- |
2024-03-31 |
45,835 |
$1,293,000 |
-10,965 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1900 |
- |
2024-03-31 |
45,474 |
$1,283,000 |
4,853 |
|
Diligent Investors LLC |
92 |
- |
2024-03-31 |
44,780 |
$1,263,000 |
0 |
|
LPL FINANCIAL CORP |
2957 |
- |
2024-03-31 |
42,877 |
$1,210,000 |
1,915 |
|
Long Island Wealth Management Inc. |
34 |
- |
2024-03-31 |
38,353 |
$1,082,000 |
-7,713 |
|
ENVESTNET ASSET MANAGEMENT INC |
3049 |
- |
2024-03-31 |
33,229 |
$937,000 |
-3,115 |
|
CAPTRUST FINANCIAL ADVISORS |
1189 |
- |
2024-03-31 |
31,580 |
$891,000 |
8,000 |
|
Miracle Mile Advisors LLC |
283 |
- |
2024-03-31 |
31,476 |
$888,000 |
-403 |
|
H D Vest Advisory Services |
833 |
- |
2024-03-31 |
28,385 |
$801,000 |
-475 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
135 |
- |
2022-12-31 |
33,448 |
$797,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1343 |
- |
2024-03-31 |
27,398 |
$773,000 |
0 |
|
IFRAH FINANCIAL SERVICES INC |
87 |
- |
2024-03-31 |
26,448 |
$746,000 |
820 |
|
SageView Advisory Group LLC |
244 |
- |
2024-03-31 |
24,012 |
$746,000 |
-53,462 |
|
BCS Wealth Management |
94 |
- |
2024-03-31 |
26,182 |
$739,000 |
-646 |
|
JANNEY MONTGOMERY SCOTT LLC |
1727 |
- |
2024-03-31 |
24,358 |
$687,000 |
-2,166 |
|
HPM Partners LLC |
1468 |
- |
2024-03-31 |
23,484 |
$662,000 |
-3,348 |
|
Clear Point Advisors Inc. |
50 |
- |
2024-03-31 |
23,368 |
$659,000 |
-102 |
|
ODonnell Financial Services LLC |
26 |
- |
2024-03-31 |
23,335 |
$658,000 |
-565 |
|
CASTLE WEALTH MANAGEMENT LLC |
75 |
- |
2024-03-31 |
20,440 |
$577,000 |
-7,149 |
|
Alera Investment Advisors LLC |
111 |
- |
2024-03-31 |
19,165 |
$541,000 |
-1,695 |
|
Kestra Advisory Services LLC |
1607 |
- |
2024-03-31 |
18,890 |
$533,000 |
4,024 |
|
Pillar Wealth Advisors LLC |
47 |
- |
2024-03-31 |
18,085 |
$510,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2310 |
- |
2024-03-31 |
16,772 |
$473,000 |
-1,635 |
|
Goss Wealth Management LLC |
1370 |
- |
2024-03-31 |
16,522 |
$466,000 |
8,121 |
|
DHJJ Financial Advisors Ltd. |
86 |
- |
2024-03-31 |
16,375 |
$462,000 |
-200 |
|
HANSON MCCLAIN, INC. |
573 |
- |
2024-03-31 |
15,496 |
$437,000 |
-273,593 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
445 |
- |
2024-03-31 |
15,425 |
$435,000 |
-4,320 |
|
Tradition Wealth Management LLC |
241 |
- |
2024-03-31 |
15,421 |
$435,000 |
-72 |
|
J P MORGAN CHASE & CO |
3835 |
*New |
2024-03-31 |
14,763 |
$416,000 |
14,763 |
|
HRT FINANCIAL LLC |
1287 |
*New |
2024-03-31 |
14,629 |
$412,000 |
14,629 |
|
PRW Wealth Management LLC |
61 |
- |
2023-09-30 |
14,700 |
$369,000 |
14,700 |
|
NorthCrest Asset Manangement LLC |
421 |
- |
2024-03-31 |
12,984 |
$366,000 |
0 |
|
SIGNATUREFD, LLC |
628 |
- |
2024-03-31 |
12,533 |
$354,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
546 |
- |
2024-03-31 |
11,525 |
$325,000 |
-4,040 |
|
GILL CAPITAL PARTNERS LLC |
87 |
- |
2024-03-31 |
10,735 |
$294,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2446 |
- |
2024-03-31 |
9,800 |
$277,000 |
600 |
|
CITADEL ADVISORS LLC |
4332 |
- |
2024-03-31 |
9,284 |
$262,000 |
442 |
|
BAILARD BIEHL & KAISER INC |
637 |
- |
2024-03-31 |
8,525 |
$240,000 |
0 |
|
PCA Investment Advisory Services Inc. |
113 |
- |
2024-03-31 |
8,469 |
$239,000 |
-1 |
|
Chicago Partners Investment Group LLC |
635 |
- |
2024-03-31 |
8,671 |
$239,000 |
0 |
|
Cetera Investment Advisers |
1571 |
- |
2024-03-31 |
8,319 |
$235,000 |
-1,300 |
|
Fragasso Group Inc. |
244 |
- |
2024-03-31 |
8,067 |
$228,000 |
0 |
|
Arlington Capital Management Inc. |
73 |
- |
2024-03-31 |
7,918 |
$223,000 |
24 |
|
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
187 |
- |
2024-03-31 |
7,908 |
$223,000 |
0 |
|
Brookstone Capital Management |
846 |
- |
2024-03-31 |
7,679 |
$217,000 |
-5,782 |
|
Kingsview Wealth Management LLC |
935 |
- |
2024-03-31 |
7,659 |
$216,000 |
-194 |
|
HARBOUR INVESTMENTS INC. |
957 |
- |
2023-12-31 |
5,772 |
$157,000 |
0 |
|
Global Trust Asset Management LLC |
190 |
- |
2024-03-31 |
5,000 |
$141,000 |
0 |
|
PROEQUITIES INC. |
871 |
- |
2024-03-31 |
4,000 |
$113,000 |
0 |
|
CWM LLC |
1791 |
- |
2024-03-31 |
3,965 |
$112,000 |
0 |
|
Sunbelt Securities Inc. |
724 |
- |
2024-03-31 |
3,141 |
$89,000 |
-680 |
|
PRINCIPAL SECURITIES INC. |
1370 |
- |
2024-03-31 |
2,711 |
$76,000 |
-139 |
|
Capital Investment Advisory Services LLC |
625 |
- |
2024-03-31 |
2,275 |
$64,000 |
0 |
|
AdvisorNet Financial Inc |
839 |
- |
2024-03-31 |
1,556 |
$44,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
661 |
- |
2024-03-31 |
1,110 |
$31,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
941 |
- |
2024-03-31 |
770 |
$22,000 |
0 |
|
UBS Group AG |
6443 |
- |
2024-03-31 |
127 |
$4,000 |
127 |
|
Atlantic Trust Group LLC |
2688 |
*New |
2024-03-31 |
120 |
$3,000 |
120 |
|
AlphaCore Capital LLC |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,600 |
|
ROYAL BANK OF CANADA |
6276 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,344 |
|
Archer Investment Corp |
999 |
- |
2024-03-31 |
9 |
$0 |
0 |
|
SECURED RETIREMENT ADVISORS LLC |
113 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,483 |
|
PRIVATE CLIENT SERVICES LLC |
137 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,967 |
|
RAYMOND JAMES & ASSOCIATES |
3888 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,646 |
|
ADVISORY SERVICES NETWORK, LLC |
3331 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,000 |
|
RFG Advisory Group LLC |
739 |
*Closed |
2024-03-31 |
0 |
$0 |
-72,362 |
|
BCJ Capital Management LLC |
432 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,509 |
|
PERSONAL CFO SOLUTIONS LLC |
567 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,932 |
|
Benchmark Investment Advisors LLC |
267 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,509 |
|
Beacon Financial Advisory LLC |
260 |
*Closed |
2024-03-31 |
0 |
$0 |
-81,702 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3663 |
*Closed |
2024-03-31 |
0 |
$0 |
-388 |
|
Caitlin John LLC |
849 |
- |
2023-12-31 |
17 |
$0 |
0 |
|
|
90 Records found
|
1
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