|
Institutional
Holders
Total
Institutions:
|
124 2 |
|
Total
shares held :
|
17,695,335 |
|
% of shares
held :
|
77.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-1,159,189 |
|
% of shares
held change :
|
-5.1% |
|
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 |
Morton Capital Management LLC/CA |
1 |
- |
2024-03-31 |
4,529,103 |
$97,285,000 |
91,986 |
|
LPL FINANCIAL CORP |
693 |
- |
2024-03-31 |
1,593,658 |
$34,232,000 |
95,757 |
|
PITCAIRN CO |
8 |
- |
2024-03-31 |
1,294,594 |
$27,808,000 |
67,561 |
|
VAN ECK ASSOCIATES CORP |
276 |
- |
2024-03-31 |
907,502 |
$19,493,000 |
-7,461 |
|
FINANCIAL NETWORK |
284 |
- |
2024-03-31 |
682,989 |
$14,671,000 |
-3,003 |
|
AMERIPRISE FINANCIAL INC |
1693 |
- |
2024-03-31 |
496,391 |
$10,663,000 |
-8,739 |
|
Modern Wealth Management LLC |
20 |
- |
2024-03-31 |
440,697 |
$10,070,000 |
66,398 |
|
Starfox Financial Services LLC |
5 |
- |
2024-03-31 |
412,130 |
$9,504,000 |
8,401 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
15 |
- |
2024-03-31 |
428,251 |
$9,199,000 |
-5,891 |
|
ENVESTNET ASSET MANAGEMENT INC |
1608 |
- |
2024-03-31 |
410,291 |
$8,813,000 |
2,493 |
|
Euro Pacific Asset Management LLC |
26 |
- |
2024-03-31 |
397,164 |
$8,613,000 |
50,392 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
545 |
- |
2024-03-31 |
351,807 |
$7,557,000 |
54,610 |
|
HIGHTOWER ADVISORS, LLC |
805 |
- |
2024-03-31 |
339,340 |
$7,289,000 |
-23,235 |
|
Lifeworks Advisors LLC |
9 |
- |
2024-03-31 |
323,445 |
$6,948,000 |
-11,662 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1010 |
- |
2024-03-31 |
290,893 |
$6,248,000 |
-5,991 |
|
MML INVESTORS SERVICES LLC |
567 |
- |
2024-03-31 |
278,097 |
$5,974,000 |
24,365 |
|
MONEY CONCEPTS CAPITAL CORP |
52 |
- |
2024-03-31 |
253,275 |
$5,440,000 |
-2,179 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1184 |
- |
2024-03-31 |
223,630 |
$4,804,000 |
-2,433 |
|
Ameritas Advisory Services LLC |
103 |
- |
2024-03-31 |
211,266 |
$4,698,000 |
186,726 |
|
SageView Advisory Group LLC |
56 |
*New |
2024-03-31 |
87,932 |
$4,595,000 |
87,932 |
|
Barber Financial Group Inc. |
20 |
- |
2023-03-31 |
239,972 |
$4,583,000 |
5,837 |
|
RAYMOND JAMES & ASSOCIATES |
1653 |
- |
2024-03-31 |
210,700 |
$4,526,000 |
19,500 |
|
Accordant Advisory Group Inc |
6 |
- |
2024-03-31 |
207,485 |
$4,457,000 |
0 |
|
IHT Wealth Management LLC |
118 |
- |
2024-03-31 |
202,556 |
$4,351,000 |
-51,284 |
|
SILVER OAK SECURITIES Inc |
36 |
- |
2024-03-31 |
195,413 |
$4,197,000 |
-52,531 |
|
Advisor Group Holdings Inc. |
1160 |
- |
2024-03-31 |
193,487 |
$4,156,000 |
23,820 |
|
Solstein Capital LLC |
6 |
- |
2024-03-31 |
190,706 |
$4,096,000 |
26,553 |
|
Samalin Investment Counsel LLC |
5 |
- |
2024-03-31 |
170,997 |
$3,673,000 |
18,441 |
|
PDS Planning Inc |
42 |
- |
2024-03-31 |
167,778 |
$3,604,000 |
0 |
|
Forum Financial Management LP |
75 |
- |
2024-03-31 |
160,123 |
$3,439,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
958 |
- |
2024-03-31 |
158,172 |
$3,398,000 |
-2,435 |
|
Capital Wealth Alliance LLC |
13 |
- |
2024-03-31 |
147,741 |
$3,173,000 |
225 |
|
Smart Money Group LLC |
26 |
- |
2024-03-31 |
121,581 |
$2,692,000 |
16,170 |
|
Stratos Wealth Partners LTD. |
434 |
- |
2024-03-31 |
90,662 |
$1,947,000 |
-1,350 |
|
OPPENHEIMER & CO INC |
598 |
- |
2024-03-31 |
71,308 |
$1,532,000 |
2,544 |
|
UMB BANK N A/MO |
276 |
- |
2024-03-31 |
69,969 |
$1,503,000 |
0 |
|
RENAISSANCE TECHNOLOGIES LLC |
2272 |
- |
2024-03-31 |
64,000 |
$1,375,000 |
-88,000 |
|
EP WEALTH ADVISORS, INC. |
328 |
- |
2024-03-31 |
62,300 |
$1,338,000 |
0 |
|
COMERICA BANK |
1384 |
- |
2024-03-31 |
60,916 |
$1,308,000 |
0 |
|
ICA Group Wealth Management LLC |
83 |
- |
2024-03-31 |
57,781 |
$1,241,000 |
-4,211 |
|
CREATIVE PLANNING |
1201 |
- |
2024-03-31 |
57,277 |
$1,230,000 |
768 |
|
Terra Nova Asset Management LLC |
40 |
- |
2024-03-31 |
55,695 |
$1,196,000 |
0 |
|
Tower Wealth Partners Inc. |
20 |
- |
2024-03-31 |
54,474 |
$1,170,000 |
965 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
140 |
- |
2024-03-31 |
53,835 |
$1,156,000 |
0 |
|
Crawford Fund Management LLC |
30 |
- |
2024-03-31 |
52,900 |
$1,136,000 |
0 |
|
WESPAC ADVISORS, LLC |
49 |
- |
2024-03-31 |
52,749 |
$1,133,000 |
12 |
|
MULTIFINANCIAL SECURITIES CORP |
1149 |
- |
2024-03-31 |
47,018 |
$1,010,000 |
14,194 |
|
MATHER GROUP, INC. |
218 |
- |
2024-03-31 |
50,473 |
$1,007,000 |
491 |
|
WEALTHSOURCE PARTNERS LLC |
201 |
- |
2023-12-31 |
49,797 |
$994,000 |
-71 |
|
Sigma Planning Corp |
504 |
- |
2024-03-31 |
46,049 |
$989,000 |
28,418 |
|
Castleview Partners LLC |
41 |
- |
2024-03-31 |
43,565 |
$936,000 |
41,464 |
|
Walkner Condon Financial Advisors LLC |
100 |
- |
2024-03-31 |
43,286 |
$928,000 |
10 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
118 |
- |
2024-03-31 |
42,000 |
$902,000 |
0 |
|
Integrated Advisors Network LLC |
345 |
- |
2024-03-31 |
37,906 |
$814,000 |
2,500 |
|
STIFEL FINANCIAL CORP |
2325 |
- |
2024-03-31 |
36,806 |
$791,000 |
2,371 |
|
KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
63 |
- |
2024-03-31 |
36,704 |
$733,000 |
0 |
|
TCG Advisory Services LLC |
217 |
*New |
2024-03-31 |
33,448 |
$718,000 |
33,448 |
|
Security National Bank |
67 |
- |
2024-03-31 |
33,318 |
$716,000 |
0 |
|
LINCOLN NATIONAL CORP |
619 |
- |
2024-03-31 |
33,125 |
$712,000 |
-5,430 |
|
LYELL WEALTH MANAGEMENT LP |
120 |
- |
2024-03-31 |
31,715 |
$681,000 |
2,820 |
|
CITADEL ADVISORS LLC |
3442 |
- |
2024-03-31 |
31,269 |
$672,000 |
31,269 |
|
MORGAN STANLEY |
5002 |
- |
2024-03-31 |
31,207 |
$670,000 |
-50 |
|
Private Portfolio Partners LLC |
133 |
- |
2024-03-31 |
28,740 |
$617,000 |
-250 |
|
Mayflower Financial Advisors LLC |
196 |
- |
2024-03-31 |
25,520 |
$548,000 |
0 |
|
SHUFRO ROSE & CO LLC |
162 |
- |
2024-03-31 |
24,736 |
$531,000 |
1,445 |
|
Rockefeller Capital Management L.P. |
1446 |
*New |
2024-03-31 |
24,626 |
$529,000 |
24,626 |
|
WHITE PINE CAPITAL LLC |
133 |
- |
2024-03-31 |
22,927 |
$508,000 |
950 |
|
Sloy Dahl & Holst LLC |
48 |
- |
2024-03-31 |
23,590 |
$507,000 |
500 |
|
MARINER WEALTH ADVISORS, LLC |
2048 |
- |
2024-03-31 |
22,287 |
$479,000 |
400 |
|
IEQ CAPITAL LLC |
660 |
*New |
2024-03-31 |
20,450 |
$439,000 |
20,450 |
|
SPROTT INC. |
108 |
- |
2024-03-31 |
19,488 |
$419,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3657 |
*New |
2024-03-31 |
19,384 |
$416,000 |
19,384 |
|
WHITTIER TRUST CO |
525 |
- |
2024-03-31 |
19,035 |
$409,000 |
0 |
|
Brookstone Capital Management |
686 |
- |
2024-03-31 |
17,409 |
$374,000 |
1,788 |
|
WMS PARTNERS, LLC |
195 |
- |
2024-03-31 |
17,316 |
$372,000 |
0 |
|
Goss Wealth Management LLC |
1530 |
- |
2024-03-31 |
16,682 |
$358,000 |
-238,449 |
|
ADIRONDACK RETIREMENT SPECIALISTS INC. |
24 |
- |
2023-09-30 |
19,964 |
$357,000 |
-259 |
|
BB&T CORP |
2175 |
- |
2024-03-31 |
16,436 |
$353,000 |
0 |
|
Guild Investment Management Inc. |
38 |
- |
2024-03-31 |
16,000 |
$344,000 |
-4,000 |
|
TWO SIGMA SECURITIES LLC |
586 |
*New |
2024-03-31 |
15,249 |
$328,000 |
15,249 |
|
JANNEY MONTGOMERY SCOTT LLC |
2266 |
- |
2024-03-31 |
15,225 |
$327,000 |
0 |
|
Lehman & Derafelo Financial Resources LLC |
84 |
- |
2022-12-31 |
17,800 |
$315,000 |
0 |
|
Proficio Capital Partners LLC |
234 |
- |
2024-03-31 |
14,600 |
$314,000 |
0 |
|
Strategic Financial Concepts LLC |
223 |
- |
2024-03-31 |
14,405 |
$309,000 |
14,405 |
|
SMITH MOORE & CO. |
345 |
- |
2024-03-31 |
13,905 |
$299,000 |
0 |
|
Ritter Daniher Financial Advisory LLC / DE |
66 |
- |
2024-03-31 |
13,635 |
$293,000 |
0 |
|
Private Advisor Group LLC |
1849 |
- |
2024-03-31 |
13,539 |
$291,000 |
-2,226 |
|
BANCORPSOUTH BANK |
287 |
- |
2024-03-31 |
12,979 |
$279,000 |
-17,222 |
|
Spectrum Planning & Advisory Services Inc. |
40 |
- |
2023-12-31 |
12,901 |
$258,000 |
0 |
|
DAVENPORT & CO LLC |
981 |
- |
2024-03-31 |
11,400 |
$245,000 |
0 |
|
Whitaker-Myers Wealth Managers LTD. |
83 |
- |
2024-03-31 |
11,409 |
$245,000 |
260 |
|
Beacon Pointe Advisors LLC |
1164 |
- |
2024-03-31 |
11,109 |
$239,000 |
-645 |
|
Destiny Capital Corp/CO |
44 |
- |
2024-03-31 |
11,060 |
$238,000 |
0 |
|
THOMPSON DAVIS & CO. INC. |
80 |
- |
2024-03-31 |
10,915 |
$234,000 |
-900 |
|
US BANCORP |
1920 |
- |
2024-03-31 |
10,754 |
$231,000 |
0 |
|
Chicago Partners Investment Group LLC |
652 |
- |
2024-03-31 |
10,233 |
$230,000 |
0 |
|
Snider Financial Group |
56 |
- |
2024-03-31 |
10,532 |
$226,000 |
0 |
|
NBC SECURITIES INC. |
704 |
- |
2024-03-31 |
10,416 |
$223,000 |
0 |
|
Perennial Investment Advisors LLC |
303 |
- |
2024-03-31 |
10,275 |
$221,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
973 |
- |
2024-03-31 |
10,000 |
$215,000 |
0 |
|
|
100 Records found
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1
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