|
Institutional
Holders
Total
Institutions:
|
57 5 |
|
Total
shares held :
|
5,973,713 |
|
% of shares
held :
|
66.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-162,782 |
|
% of shares
held change :
|
-1.81% |
|
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 |
MORGAN STANLEY |
2717 |
- |
2024-03-31 |
1,776,488 |
$19,346,000 |
56,680 |
|
WELLS FARGO & CO/MN |
1670 |
- |
2024-03-31 |
748,301 |
$8,149,000 |
160,676 |
|
UBS Group AG |
1905 |
- |
2024-03-31 |
617,901 |
$6,729,000 |
23,284 |
|
BANK OF AMERICA CORP /DE/ |
2862 |
- |
2024-03-31 |
525,589 |
$5,724,000 |
-84,375 |
|
VAN ECK ASSOCIATES CORP |
712 |
- |
2024-03-31 |
301,546 |
$3,284,000 |
-90,358 |
|
Tyche Wealth Partners LLC |
36 |
- |
2024-03-31 |
230,497 |
$2,510,000 |
68,650 |
|
ROYAL BANK OF CANADA |
2664 |
- |
2024-03-31 |
147,582 |
$1,607,000 |
18,000 |
|
Rockefeller Capital Management L.P. |
1111 |
- |
2024-03-31 |
139,672 |
$1,521,000 |
1,334 |
|
WEDBUSH MORGAN SECURITIES INC |
272 |
- |
2024-03-31 |
135,200 |
$1,472,000 |
-9,934 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1987 |
- |
2024-03-31 |
130,072 |
$1,416,000 |
111,142 |
|
Advisor Group Holdings Inc. |
2187 |
- |
2024-03-31 |
107,154 |
$1,166,000 |
-46,129 |
|
REGATTA CAPITAL GROUP LLC |
70 |
- |
2024-03-31 |
101,713 |
$1,108,000 |
0 |
|
STIFEL FINANCIAL CORP |
2204 |
- |
2024-03-31 |
87,668 |
$955,000 |
6,205 |
|
AMERIPRISE FINANCIAL INC |
3150 |
- |
2024-03-31 |
78,344 |
$853,000 |
-3,312 |
|
LM Advisors LLC |
109 |
- |
2024-03-31 |
60,319 |
$657,000 |
0 |
|
Atomi Financial Group Inc. |
265 |
- |
2024-03-31 |
59,421 |
$647,000 |
-4,196 |
|
PRIMORIS WEALTH ADVISORS LLC |
55 |
- |
2024-03-31 |
53,000 |
$577,000 |
18,000 |
|
RAYMOND JAMES & ASSOCIATES |
3133 |
- |
2024-03-31 |
38,325 |
$417,000 |
-26,891 |
|
NewEdge Wealth LLC |
623 |
- |
2024-03-31 |
34,065 |
$367,000 |
-1,388 |
|
LPL FINANCIAL CORP |
3999 |
- |
2024-03-31 |
31,747 |
$346,000 |
-8,882 |
|
Fairhaven Wealth Management LLC |
77 |
- |
2024-03-31 |
31,175 |
$339,000 |
20,275 |
|
Moors & Cabot Inc. |
644 |
- |
2024-03-31 |
30,000 |
$327,000 |
-30,000 |
|
HIGHTOWER ADVISORS, LLC |
2633 |
*New |
2024-03-31 |
27,577 |
$300,000 |
27,577 |
|
Morris Retirement Advisors LLC |
70 |
- |
2024-03-31 |
27,404 |
$298,000 |
3,042 |
|
Apollon Wealth Management LLC |
934 |
- |
2024-03-31 |
23,260 |
$253,000 |
0 |
|
NBC SECURITIES INC. |
667 |
- |
2024-03-31 |
22,801 |
$248,000 |
4,270 |
|
FINANCIAL NETWORK |
2434 |
- |
2024-03-31 |
22,135 |
$241,000 |
1,000 |
|
Cetera Investment Advisers |
3193 |
*New |
2024-03-31 |
22,136 |
$241,000 |
22,136 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
422 |
- |
2024-03-31 |
21,409 |
$233,000 |
1,664 |
|
Beacon Bridge Wealth Partners LLC |
88 |
- |
2024-03-31 |
20,666 |
$225,000 |
-5,896 |
|
Kestra Advisory Services LLC |
2266 |
*New |
2024-03-31 |
17,613 |
$192,000 |
17,613 |
|
Single Point Partners LLC |
78 |
- |
2024-03-31 |
17,000 |
$186,000 |
0 |
|
River Street Advisors LLC |
125 |
*New |
2024-03-31 |
16,971 |
$185,000 |
16,971 |
|
Goss Wealth Management LLC |
1863 |
- |
2024-03-31 |
16,359 |
$178,000 |
5,604 |
|
OPPENHEIMER & CO INC |
1363 |
- |
2024-03-31 |
16,182 |
$176,000 |
4,000 |
|
JANNEY MONTGOMERY SCOTT LLC |
2595 |
- |
2024-03-31 |
14,450 |
$157,000 |
-6,051 |
|
NOMURA HOLDINGS INC |
792 |
- |
2024-03-31 |
14,300 |
$156,000 |
-13,600 |
|
MELFA WEALTH MANAGEMENT LLC |
170 |
*New |
2024-03-31 |
14,000 |
$152,000 |
14,000 |
|
Archetype Wealth Partners LLC |
142 |
- |
2024-03-31 |
14,000 |
$152,000 |
0 |
|
VIRTU FINANCIAL LLC |
850 |
*New |
2024-03-31 |
13,604 |
$148,000 |
13,604 |
|
WHITTIER TRUST CO |
714 |
*New |
2024-03-31 |
13,500 |
$147,000 |
13,500 |
|
CREATIVE PLANNING |
2621 |
- |
2024-03-31 |
13,000 |
$142,000 |
13,000 |
|
SYKON CAPITAL LLC |
91 |
- |
2024-03-31 |
11,250 |
$123,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3112 |
- |
2024-03-31 |
10,816 |
$118,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3176 |
- |
2024-03-31 |
10,386 |
$113,000 |
0 |
|
COMERICA BANK |
2544 |
- |
2024-03-31 |
8,973 |
$98,000 |
2,500 |
|
VisionPoint Advisory Group LLC |
244 |
- |
2024-03-31 |
5,750 |
$63,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2113 |
- |
2024-03-31 |
4,608 |
$50,000 |
-134 |
|
Laffer Tengler Investments |
214 |
*New |
2024-03-31 |
3,200 |
$35,000 |
3,200 |
|
HARBOR INVESTMENT ADVISORY LLC |
686 |
- |
2024-03-31 |
2,500 |
$27,000 |
0 |
|
Spire Wealth Management |
1480 |
- |
2024-03-31 |
2,000 |
$22,000 |
0 |
|
Ronald Blue Trust Inc. |
1197 |
- |
2024-03-31 |
2,000 |
$22,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
3319 |
*New |
2024-03-31 |
1,260 |
$14,000 |
1,260 |
|
FNY Investment Advisers LLC |
460 |
- |
2024-03-31 |
600 |
$6,000 |
600 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
801 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
JGP Wealth Management LLC |
167 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,609 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
714 |
*Closed |
2024-03-31 |
0 |
$0 |
-74,732 |
|
BLACKROCK INC. |
4982 |
*New |
2024-03-31 |
21 |
$0 |
21 |
|
FMR LLC |
5014 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
5774 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
JANE STREET GROUP LLC |
5594 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,054 |
|
AlphaCentric Advisors LLC |
244 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
Arlington Capital Management Inc. |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,029 |
|
ADVISORY SERVICES NETWORK, LLC |
3517 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,345 |
|
WEISS CAPITAL LLC |
365 |
*Closed |
2024-03-31 |
0 |
$0 |
-95,695 |
|
Logan Stone Capital LLC |
174 |
*Closed |
2024-03-31 |
0 |
$0 |
-68,418 |
|
BB&T CORP |
2670 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,000 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1129 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,126 |
|
ELEQUIN CAPITAL LP |
381 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,857 |
|
|
69 Records found
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1
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