|
Institutional
Holders
Total
Institutions:
|
50 1 |
|
Total
shares held :
|
3,871,133 |
|
% of shares
held :
|
43.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
-263,598 |
|
% of shares
held change :
|
-2.93% |
|
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 |
BANK OF NEW YORK MELLON CORP |
2080 |
- |
2024-03-31 |
378,319 |
$7,991,000 |
23,928 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
579 |
- |
2024-03-31 |
339,863 |
$7,179,000 |
-8,253 |
|
Envestnet Portfolio Solutions Inc. |
366 |
- |
2024-03-31 |
244,468 |
$5,164,000 |
52 |
|
BANK OF AMERICA CORP /DE/ |
3148 |
- |
2024-03-31 |
182,101 |
$3,846,000 |
23,666 |
|
MORGAN STANLEY |
4056 |
- |
2024-03-31 |
176,093 |
$3,719,000 |
90,404 |
|
ENVESTNET ASSET MANAGEMENT INC |
2253 |
- |
2024-03-31 |
155,174 |
$3,278,000 |
-2,300 |
|
HSBC HOLDINGS PLC |
1099 |
- |
2024-03-31 |
117,217 |
$2,476,000 |
-2,704 |
|
LPL FINANCIAL CORP |
2369 |
- |
2024-03-31 |
112,496 |
$2,376,000 |
3,689 |
|
MATHER GROUP, INC. |
152 |
- |
2024-03-31 |
107,513 |
$2,262,000 |
110 |
|
Vestmark Advisory Solutions Inc. |
250 |
- |
2024-03-31 |
85,025 |
$1,796,000 |
11,630 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
648 |
- |
2024-03-31 |
64,199 |
$1,356,000 |
-204,340 |
|
PFS INVESTMENTS INC. |
357 |
- |
2023-06-30 |
63,597 |
$1,308,000 |
-784 |
|
AXXCESS WEALTH MANAGEMENT LLC |
349 |
- |
2024-03-31 |
53,071 |
$1,121,000 |
1,134 |
|
UBS Group AG |
3603 |
- |
2024-03-31 |
42,815 |
$904,000 |
-749 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2725 |
- |
2024-03-31 |
41,414 |
$875,000 |
41,414 |
|
RETIREMENT CAPITAL STRATEGIES |
45 |
*New |
2024-03-31 |
39,441 |
$833,000 |
39,441 |
|
Lido Advisors LLC |
670 |
- |
2024-03-31 |
35,468 |
$749,000 |
9,248 |
|
FINANCIAL NETWORK |
1660 |
- |
2024-03-31 |
34,477 |
$728,000 |
-1,299 |
|
SEI INVESTMENTS CO |
1998 |
*New |
2024-03-31 |
32,706 |
$691,000 |
32,706 |
|
Financial Network Wealth Management LLC |
37 |
- |
2024-03-31 |
32,723 |
$685,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
794 |
- |
2024-03-31 |
30,200 |
$638,000 |
2,251 |
|
HIGHTOWER ADVISORS, LLC |
2078 |
- |
2024-03-31 |
29,794 |
$627,000 |
735 |
|
ERTS Wealth Advisors LLC |
46 |
- |
2024-03-31 |
23,562 |
$498,000 |
1,536 |
|
Klaas Financial Asset Advisors LLC |
41 |
- |
2024-03-31 |
21,350 |
$451,000 |
1,387 |
|
Moss Adams Wealth Advisors LLC |
84 |
- |
2024-03-31 |
20,310 |
$429,000 |
-1,723 |
|
Advisor Group Holdings Inc. |
3050 |
- |
2024-03-31 |
20,144 |
$425,000 |
-13,646 |
|
AdvisorNet Financial Inc |
328 |
- |
2024-03-31 |
20,019 |
$423,000 |
849 |
|
Adroit Compliance LLC |
40 |
- |
2023-12-31 |
19,963 |
$420,000 |
0 |
|
Blue Barn Wealth LLC |
69 |
- |
2024-03-31 |
19,319 |
$408,000 |
-164 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2965 |
- |
2024-03-31 |
19,308 |
$408,000 |
1,121 |
|
LOCKERMAN FINANCIAL GROUP INC. |
42 |
- |
2024-03-31 |
18,635 |
$394,000 |
-201 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
135 |
- |
2024-03-31 |
16,795 |
$355,000 |
-102 |
|
Sargent Bickham Lagudis LLC |
223 |
- |
2022-12-31 |
14,878 |
$301,000 |
-733 |
|
US BANCORP |
1820 |
- |
2024-03-31 |
13,484 |
$285,000 |
2,131 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
148 |
- |
2024-03-31 |
11,125 |
$235,000 |
200 |
|
Legacy Financial Group LLC |
94 |
- |
2024-03-31 |
10,616 |
$224,000 |
10,616 |
|
Friedenthal Financial |
105 |
- |
2024-03-31 |
10,183 |
$215,000 |
6 |
|
WELLS FARGO & CO/MN |
3943 |
- |
2024-03-31 |
9,119 |
$193,000 |
3,644 |
|
Emerald Investment Partners LLC |
281 |
- |
2024-03-31 |
8,227 |
$174,000 |
-515 |
|
4Thought Financial Group Inc. |
48 |
- |
2024-03-31 |
5,212 |
$110,000 |
2,587 |
|
Continuum Advisory LLC |
536 |
*New |
2024-03-31 |
3,503 |
$73,000 |
3,503 |
|
SUMMIT INVESTMENT ADVISORS INC |
2051 |
- |
2024-03-31 |
2,759 |
$58,000 |
13 |
|
J P MORGAN CHASE & CO |
4645 |
- |
2024-03-31 |
2,769 |
$58,000 |
2,233 |
|
Goss Wealth Management LLC |
2696 |
- |
2024-03-31 |
750 |
$16,000 |
0 |
|
EverSource Wealth Advisors LLC |
1406 |
- |
2024-03-31 |
649 |
$14,000 |
0 |
|
ROYAL BANK OF CANADA |
5577 |
- |
2024-03-31 |
425 |
$9,000 |
-505 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1974 |
*New |
2024-03-31 |
318 |
$7,000 |
318 |
|
HANSON MCCLAIN, INC. |
2318 |
*New |
2024-03-31 |
265 |
$6,000 |
265 |
|
Orion Capital Management LLC |
415 |
*New |
2024-03-31 |
206 |
$4,000 |
206 |
|
Global Retirement Partners LLC |
2512 |
- |
2024-03-31 |
135 |
$3,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1465 |
- |
2024-03-31 |
115 |
$2,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2743 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
CWM LLC |
4059 |
- |
2024-03-31 |
42 |
$1,000 |
0 |
|
IFP Advisors Inc |
2768 |
- |
2023-12-31 |
59 |
$1,000 |
0 |
|
HORIZON INVESTMENTS, LLC/SC |
768 |
*New |
2024-03-31 |
49 |
$1,000 |
49 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
1454 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,816 |
|
NUVEEN ASSET MANAGEMENT, LLC |
3265 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,300,231 |
|
PROEQUITIES INC. |
6239 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
284 |
*Closed |
2023-09-30 |
0 |
$0 |
-12,000 |
|
GRADIENT INVESTMENTS LLC |
1802 |
*Closed |
2024-03-31 |
0 |
$0 |
-195 |
|
FMR LLC |
5493 |
*New |
2024-03-31 |
8 |
$0 |
8 |
|
ADVISORY SERVICES NETWORK, LLC |
3519 |
*Closed |
2024-03-31 |
0 |
$0 |
-110 |
|
PFS Partners LLC |
480 |
*Closed |
2024-03-31 |
0 |
$0 |
-330 |
|
Financial Gravity Wealth Inc. |
1589 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
64 Records found
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1
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