|
Institutional
Holders
Total
Institutions:
|
64 2 |
|
Total
shares held :
|
12,112,317 |
|
% of shares
held :
|
90.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,023,546 |
|
% of shares
held change :
|
7.61% |
|
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 |
AMERIPRISE FINANCIAL INC |
750 |
- |
2024-03-31 |
2,750,006 |
$56,798,000 |
-678,788 |
|
WELLS FARGO & CO/MN |
862 |
- |
2024-03-31 |
1,654,890 |
$34,190,000 |
-31,036 |
|
LPL FINANCIAL CORP |
948 |
- |
2024-03-31 |
960,665 |
$19,847,000 |
367,176 |
|
MORGAN STANLEY |
2844 |
- |
2024-03-31 |
826,364 |
$17,073,000 |
-41,397 |
|
BANK OF AMERICA CORP /DE/ |
2290 |
- |
2024-03-31 |
606,674 |
$12,534,000 |
13,087 |
|
AlphaQ Advisors LLC |
1 |
- |
2024-03-31 |
499,146 |
$10,312,000 |
89,900 |
|
UBS Group AG |
1701 |
- |
2024-03-31 |
422,741 |
$8,734,000 |
-215,694 |
|
TruWealth Advisors LLC |
48 |
- |
2024-03-31 |
407,776 |
$8,425,000 |
14,450 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
915 |
- |
2024-03-31 |
373,461 |
$7,716,000 |
108,829 |
|
MONEYWISE INC. |
8 |
- |
2024-03-31 |
355,998 |
$7,355,000 |
-57,150 |
|
ROYAL BANK OF CANADA |
1775 |
- |
2024-03-31 |
299,297 |
$6,184,000 |
155,933 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1043 |
- |
2024-03-31 |
285,689 |
$5,902,000 |
-1,479 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
698 |
- |
2024-03-31 |
212,025 |
$4,380,000 |
-16,761 |
|
Advisor Group Holdings Inc. |
1545 |
- |
2024-03-31 |
118,290 |
$2,444,000 |
-39,253 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
96 |
- |
2024-03-31 |
109,039 |
$2,253,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
781 |
- |
2024-03-31 |
101,325 |
$2,093,000 |
4,777 |
|
Global Wealth Strategies & Associates |
18 |
- |
2024-03-31 |
92,829 |
$1,918,000 |
1,408 |
|
J P MORGAN CHASE & CO |
3005 |
- |
2024-03-31 |
92,573 |
$1,913,000 |
52,965 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
184 |
- |
2024-03-31 |
79,168 |
$1,636,000 |
-15,874 |
|
QUANTITATIVE ADVANTAGE LLC |
77 |
- |
2023-03-31 |
72,286 |
$1,491,000 |
6,188 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
30 |
- |
2024-03-31 |
70,655 |
$1,448,000 |
-3,837 |
|
Amplius Wealth Advisors LLC |
60 |
- |
2024-03-31 |
69,198 |
$1,430,000 |
-217,861 |
|
LAKE STREET FINANCIAL LLC |
125 |
- |
2024-03-31 |
67,130 |
$1,387,000 |
1,007 |
|
JANE STREET GROUP LLC |
2713 |
- |
2024-03-31 |
65,241 |
$1,348,000 |
65,241 |
|
JANNEY MONTGOMERY SCOTT LLC |
1367 |
- |
2024-03-31 |
62,130 |
$1,284,000 |
5,474 |
|
Core Wealth Advisors Inc. |
24 |
- |
2024-03-31 |
60,999 |
$1,260,000 |
-24,752 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
299 |
- |
2024-03-31 |
56,914 |
$1,176,000 |
-15,751 |
|
Householder Group Estate & Retirement Specialist L |
61 |
- |
2024-03-31 |
56,377 |
$1,165,000 |
9,566 |
|
FINANCIAL NETWORK |
1467 |
- |
2024-03-31 |
48,542 |
$1,003,000 |
6,616 |
|
ENVESTNET ASSET MANAGEMENT INC |
3025 |
- |
2024-03-31 |
47,491 |
$981,000 |
13,810 |
|
CONDOR CAPITAL MANAGEMENT |
124 |
- |
2024-03-31 |
46,827 |
$967,000 |
5,969 |
|
Paragon Private Wealth Management LLC |
62 |
- |
2024-03-31 |
43,165 |
$892,000 |
-430 |
|
Cornerstone Wealth Management LLC |
230 |
- |
2024-03-31 |
41,071 |
$849,000 |
-382 |
|
Lakeside Advisors INC. |
29 |
- |
2024-03-31 |
40,964 |
$846,000 |
0 |
|
LM Advisors LLC |
101 |
- |
2024-03-31 |
39,897 |
$824,000 |
39,419 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1281 |
- |
2024-03-31 |
38,754 |
$801,000 |
985 |
|
MULTIFINANCIAL SECURITIES CORP |
1306 |
- |
2024-03-31 |
37,078 |
$766,000 |
-7,323 |
|
COLONY GROUP, LLC |
654 |
- |
2024-03-31 |
35,516 |
$734,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2798 |
- |
2024-03-31 |
34,463 |
$712,000 |
2,619 |
|
CWM LLC |
1009 |
- |
2024-03-31 |
32,220 |
$666,000 |
-2,160 |
|
Andesa Financial Management Inc. |
69 |
- |
2022-12-31 |
31,729 |
$640,000 |
21,729 |
|
OneAscent Financial Services LLC |
176 |
- |
2024-03-31 |
28,391 |
$587,000 |
-606 |
|
Private Advisor Group LLC |
1561 |
- |
2024-03-31 |
22,415 |
$463,000 |
7,351 |
|
MML INVESTORS SERVICES LLC |
1881 |
- |
2024-03-31 |
20,537 |
$424,000 |
-3,839 |
|
Redwood Investment Management LLC |
288 |
- |
2024-03-31 |
19,699 |
$407,000 |
95 |
|
Horst & Graben Wealth Management LLC |
94 |
- |
2024-03-31 |
19,540 |
$404,000 |
-1,400 |
|
Pine Valley Investments Ltd Liability Co |
334 |
- |
2024-03-31 |
17,505 |
$362,000 |
0 |
|
New Insight Wealth Advisors |
53 |
- |
2024-03-31 |
17,476 |
$361,000 |
1,500 |
|
Foundations Investment Advisors LLC |
532 |
*New |
2024-03-31 |
17,456 |
$361,000 |
17,456 |
|
COMERICA BANK |
2096 |
- |
2024-03-31 |
15,055 |
$311,000 |
1,000 |
|
Westside Investment Management Inc. |
181 |
- |
2024-03-31 |
14,000 |
$289,000 |
5,000 |
|
Masso Torrence Wealth Management Inc. |
77 |
- |
2024-03-31 |
13,370 |
$276,000 |
-6,340 |
|
Collaborative Wealth Managment Inc. |
132 |
- |
2024-03-31 |
13,186 |
$272,000 |
-1,221 |
|
CENTAURUS FINANCIAL INC. |
536 |
*New |
2024-03-31 |
12,873 |
$266,000 |
12,873 |
|
Vertex Planning Partners LLC |
140 |
- |
2024-03-31 |
11,913 |
$246,000 |
155 |
|
BIDWELL C M & ASSOCIATES LTD/ |
110 |
- |
2024-03-31 |
11,472 |
$237,000 |
1,934 |
|
Integrated Wealth Concepts LLC |
1433 |
*New |
2024-03-31 |
11,208 |
$232,000 |
11,208 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2897 |
- |
2024-03-31 |
11,091 |
$229,000 |
-161,006 |
|
SILVER OAK SECURITIES Inc |
359 |
*New |
2024-03-31 |
10,544 |
$218,000 |
10,544 |
|
Farther Finance Advisors LLC |
685 |
- |
2024-03-31 |
9,544 |
$197,000 |
7,004 |
|
IFP Advisors Inc |
957 |
- |
2023-12-31 |
8,966 |
$187,000 |
-216 |
|
Transcendent Capital Group LLC |
104 |
- |
2024-03-31 |
7,711 |
$159,000 |
37 |
|
PRIVATE TRUST CO NA |
733 |
- |
2024-03-31 |
7,310 |
$151,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1180 |
- |
2023-12-31 |
4,265 |
$89,000 |
0 |
|
Joseph Group Capital Management |
60 |
- |
2024-03-31 |
3,373 |
$70,000 |
-2,535 |
|
Geneos Wealth Management Inc. |
967 |
- |
2024-03-31 |
3,250 |
$67,000 |
2,846 |
|
PRINCIPAL SECURITIES INC. |
1468 |
- |
2024-03-31 |
2,946 |
$61,000 |
-98 |
|
Goss Wealth Management LLC |
2392 |
- |
2024-03-31 |
1,800 |
$37,000 |
-2,648 |
|
Newbridge Financial Services Group Inc. |
466 |
- |
2024-03-31 |
1,765 |
$36,000 |
0 |
|
FMR LLC |
4322 |
*New |
2024-03-31 |
252 |
$5,000 |
252 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3282 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,172 |
|
PROEQUITIES INC. |
5688 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Brookstone Capital Management |
918 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,586 |
|
DAVENPORT & CO LLC |
1119 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,663 |
|
Ground Swell Capital LLC |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,675 |
|
|
75 Records found
|
1
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