|
Institutional
Holders
Total
Institutions:
|
155 21 |
|
Total
shares held :
|
16,290,335 |
|
% of shares
held :
|
18.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
70 |
|
Amount
of shares held :
|
6,697,092 |
|
% of shares
held change :
|
7.44% |
|
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 |
Stuart Chaussee & Associates Inc. |
2 |
- |
2024-03-31 |
2,607,535 |
$97,756,000 |
-15,556 |
|
ALLIANCEBERNSTEIN L.P. |
554 |
- |
2024-03-31 |
1,576,690 |
$59,110,000 |
-53,598 |
|
Penserra Capital Management LLC |
59 |
- |
2024-03-31 |
901,227 |
$33,787,000 |
68,764 |
|
Global Strategic Investment Solutions LLC |
7 |
- |
2024-03-31 |
869,893 |
$32,612,000 |
-42,205 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
444 |
- |
2024-03-31 |
610,543 |
$22,889,000 |
-336,366 |
|
Advisor Group Holdings Inc. |
472 |
- |
2024-03-31 |
445,228 |
$16,691,000 |
-57,758 |
|
BKD WEALTH ADVISORS LLC |
49 |
- |
2024-03-31 |
335,631 |
$12,583,000 |
-3,430 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
716 |
- |
2024-03-31 |
317,647 |
$11,909,000 |
-106,400 |
|
STEPHENS INC /AR/ |
156 |
- |
2024-03-31 |
266,512 |
$9,992,000 |
-1,550 |
|
Kestra Advisory Services LLC |
325 |
- |
2024-03-31 |
250,635 |
$9,396,000 |
104,074 |
|
LPL FINANCIAL CORP |
1446 |
- |
2024-03-31 |
219,270 |
$8,220,000 |
46,182 |
|
HIGHTOWER ADVISORS, LLC |
782 |
- |
2024-03-31 |
207,153 |
$7,765,000 |
-17,528 |
|
Motiv8 Investments LLC |
3 |
- |
2024-03-31 |
204,584 |
$7,670,000 |
50,970 |
|
CAPTRUST FINANCIAL ADVISORS |
399 |
- |
2024-03-31 |
203,364 |
$7,624,000 |
-342 |
|
BCJ Capital Management LLC |
48 |
- |
2024-03-31 |
191,767 |
$7,189,000 |
-3,026 |
|
ENVESTNET ASSET MANAGEMENT INC |
1730 |
- |
2024-03-31 |
190,780 |
$7,152,000 |
-9,141 |
|
Brookstone Capital Management |
179 |
- |
2024-03-31 |
186,570 |
$6,995,000 |
-721,213 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
584 |
- |
2024-03-31 |
183,590 |
$6,883,000 |
-2,212 |
|
WPWealth LLP |
10 |
- |
2024-03-31 |
181,962 |
$6,822,000 |
-43,712 |
|
AA Financial Advisors LLC |
7 |
- |
2024-03-31 |
174,267 |
$6,533,000 |
-220 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
616 |
- |
2024-03-31 |
173,514 |
$6,505,000 |
-186,128 |
|
Beacon Pointe Advisors LLC |
245 |
- |
2024-03-31 |
170,507 |
$6,392,000 |
-22,772 |
|
Cetera Investment Advisers |
855 |
- |
2024-03-31 |
170,232 |
$6,382,000 |
153,947 |
|
Strategic Wealth Partners Group LLC |
29 |
- |
2024-03-31 |
166,626 |
$6,247,000 |
-4,539 |
|
Valtinson Bruner Financial Planning LLC |
11 |
- |
2024-03-31 |
152,476 |
$5,716,000 |
-2,121 |
|
InterOcean Capital Group LLC |
103 |
- |
2024-03-31 |
137,895 |
$5,170,000 |
0 |
|
Cresset Asset Management LLC |
382 |
- |
2024-03-31 |
129,723 |
$4,863,000 |
-404 |
|
JANNEY MONTGOMERY SCOTT LLC |
794 |
- |
2024-03-31 |
121,490 |
$4,555,000 |
8,656 |
|
Change Path LLC |
125 |
- |
2024-03-31 |
109,524 |
$4,106,000 |
2,962 |
|
BB&T CORP |
971 |
- |
2024-03-31 |
105,514 |
$3,956,000 |
-2,267 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
21 |
- |
2024-03-31 |
101,105 |
$3,790,000 |
-1,957 |
|
Pillar Wealth Advisors LLC |
8 |
- |
2024-03-31 |
100,723 |
$3,776,000 |
-100 |
|
FINANCIAL ARCHITECTS INC |
38 |
- |
2023-06-30 |
112,038 |
$3,750,000 |
-1,895 |
|
Sugar Maple Asset Management LLC |
9 |
- |
2024-03-31 |
96,501 |
$3,618,000 |
0 |
|
CoreCap Advisors LLC |
85 |
- |
2023-12-31 |
99,432 |
$3,591,000 |
6,520 |
|
FINANCIAL NETWORK |
780 |
- |
2024-03-31 |
89,876 |
$3,369,000 |
-10,734 |
|
BLAIR WILLIAM & CO/IL |
564 |
- |
2024-03-31 |
89,569 |
$3,358,000 |
0 |
|
J P MORGAN CHASE & CO |
2689 |
*New |
2024-03-31 |
88,360 |
$3,313,000 |
88,360 |
|
MML INVESTORS SERVICES LLC |
820 |
- |
2024-03-31 |
87,466 |
$3,279,000 |
3,750 |
|
KFG WEALTH MANAGEMENT LLC |
21 |
- |
2024-03-31 |
86,922 |
$3,259,000 |
1,065 |
|
LINCOLN NATIONAL CORP |
241 |
- |
2024-03-31 |
81,124 |
$3,041,000 |
8,723 |
|
Goss Wealth Management LLC |
543 |
- |
2024-03-31 |
79,137 |
$2,967,000 |
-37,942 |
|
Elmwood Wealth Management Inc. |
24 |
- |
2024-03-31 |
79,125 |
$2,966,000 |
58,995 |
|
MULTIFINANCIAL SECURITIES CORP |
665 |
- |
2024-03-31 |
74,719 |
$2,801,000 |
11,548 |
|
TOWNSQUARE CAPITAL LLC |
391 |
- |
2024-03-31 |
70,674 |
$2,650,000 |
-267,743 |
|
Orion Portfolio Solutions LLC |
560 |
- |
2024-03-31 |
65,729 |
$2,464,000 |
-8,697 |
|
MERCER GLOBAL ADVISORS INC /ADV |
678 |
- |
2024-03-31 |
63,628 |
$2,385,000 |
-8,832 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
61 |
*New |
2022-12-31 |
76,542 |
$2,302,000 |
76,542 |
|
BCS Wealth Management |
37 |
- |
2024-03-31 |
61,333 |
$2,299,000 |
-891 |
|
Wealth Alliance |
64 |
- |
2024-03-31 |
59,516 |
$2,231,000 |
0 |
|
Cape Investment Advisory Inc. |
17 |
- |
2023-12-31 |
52,870 |
$1,910,000 |
17,600 |
|
Steward Financial Group LLC |
17 |
- |
2023-09-30 |
56,208 |
$1,908,000 |
-822 |
|
Outlook Wealth Advisors LLC |
38 |
- |
2024-03-31 |
50,521 |
$1,894,000 |
200 |
|
RFG Advisory Group LLC |
231 |
*New |
2024-03-31 |
50,496 |
$1,893,000 |
50,496 |
|
Diligent Investors LLC |
44 |
- |
2024-03-31 |
49,887 |
$1,870,000 |
-500 |
|
Southland Equity Partners LLC |
37 |
- |
2024-03-31 |
49,473 |
$1,855,000 |
8,078 |
|
RAYMOND JAMES & ASSOCIATES |
2229 |
- |
2024-03-31 |
47,086 |
$1,765,000 |
-6,302 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
47 |
- |
2024-03-31 |
44,953 |
$1,685,000 |
-1,483 |
|
Sigma Planning Corp |
354 |
- |
2024-03-31 |
43,773 |
$1,641,000 |
-7,991 |
|
ARS Wealth Advisors Group LLC |
54 |
- |
2024-03-31 |
42,879 |
$1,608,000 |
0 |
|
Retirement Income Solutions Inc |
36 |
- |
2024-03-31 |
42,434 |
$1,591,000 |
-1,325 |
|
Capital Analysts Inc. |
192 |
- |
2024-03-31 |
42,185 |
$1,582,000 |
-683 |
|
Bedel Financial Consulting Inc. |
52 |
- |
2024-03-31 |
41,439 |
$1,554,000 |
-253 |
|
HPM Partners LLC |
1088 |
- |
2024-03-31 |
41,062 |
$1,539,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
184 |
- |
2024-03-31 |
39,673 |
$1,487,000 |
-3,025 |
|
AE Wealth Management LLC |
567 |
- |
2024-03-31 |
38,757 |
$1,453,000 |
-51,110 |
|
BEDEL FINANCIAL CONSULTING INC |
46 |
- |
2023-09-30 |
41,692 |
$1,416,000 |
0 |
|
Sugarloaf Wealth Management LLC |
43 |
- |
2024-03-31 |
36,741 |
$1,377,000 |
0 |
|
IFP Advisors Inc |
332 |
- |
2023-12-31 |
35,486 |
$1,282,000 |
10,983 |
|
MCCORMACK ADVISORS INTERNATIONAL |
461 |
- |
2024-03-31 |
32,300 |
$1,211,000 |
-1,297 |
|
BROWN WEALTH MANAGEMENT LLC |
36 |
- |
2024-03-31 |
31,686 |
$1,188,000 |
-207,616 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
177 |
- |
2024-03-31 |
31,637 |
$1,187,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
340 |
- |
2024-03-31 |
31,000 |
$1,162,000 |
0 |
|
Epic Trust Investment Advisors LLC |
13 |
- |
2024-03-31 |
30,202 |
$1,132,000 |
0 |
|
Patriot Financial Group Insurance Agency LLC |
132 |
- |
2024-03-31 |
29,907 |
$1,121,000 |
-290 |
|
Castle Rock Wealth Management LLC |
102 |
- |
2024-03-31 |
29,231 |
$1,091,000 |
0 |
|
Orion Capital Management LLC |
38 |
- |
2024-03-31 |
27,588 |
$1,034,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
319 |
- |
2023-12-31 |
27,786 |
$1,004,000 |
0 |
|
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
72 |
- |
2024-03-31 |
26,731 |
$1,002,000 |
0 |
|
JANE STREET GROUP LLC |
3075 |
*New |
2024-03-31 |
26,495 |
$993,000 |
26,495 |
|
Focus Financial Network Inc. |
259 |
- |
2024-03-31 |
26,638 |
$989,000 |
0 |
|
VALMARK ADVISERS INC |
268 |
- |
2024-03-31 |
26,380 |
$989,000 |
0 |
|
CITY HOLDING CO |
151 |
- |
2024-03-31 |
24,882 |
$933,000 |
-1,290 |
|
Cornerstone Wealth Group LLC |
128 |
- |
2024-03-31 |
24,574 |
$921,000 |
3,431 |
|
Bellwether Advisors LLC |
76 |
- |
2024-03-31 |
24,080 |
$903,000 |
0 |
|
Beacon Financial Advisory LLC |
63 |
- |
2024-03-31 |
24,012 |
$900,000 |
0 |
|
NICOLET BANKSHARES INC |
101 |
*New |
2024-03-31 |
23,818 |
$893,000 |
23,818 |
|
WorthPointe LLC |
25 |
- |
2024-03-31 |
23,707 |
$889,000 |
0 |
|
Strategic Blueprint LLC |
262 |
- |
2024-03-31 |
23,435 |
$879,000 |
-928 |
|
FSA Advisors Inc. |
29 |
- |
2024-03-31 |
23,399 |
$877,000 |
-126 |
|
Resources Investment Advisors Inc. |
552 |
- |
2024-03-31 |
22,900 |
$859,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
372 |
- |
2024-03-31 |
22,361 |
$838,000 |
-3,870 |
|
H D Vest Advisory Services |
844 |
- |
2024-03-31 |
20,758 |
$778,000 |
-620 |
|
SageView Advisory Group LLC |
245 |
- |
2024-03-31 |
19,637 |
$746,000 |
2,806 |
|
Sound View Wealth Advisors Group LLC |
194 |
- |
2024-03-31 |
19,462 |
$730,000 |
-2,430 |
|
CYPRESS FINANCIAL PLANNING LLC |
27 |
- |
2024-03-31 |
18,582 |
$697,000 |
4,054 |
|
Fragasso Group Inc. |
140 |
- |
2024-03-31 |
18,490 |
$693,000 |
0 |
|
Atria Wealth Solutions Inc. |
1103 |
- |
2024-03-31 |
17,750 |
$665,000 |
-17,100 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
259 |
- |
2024-03-31 |
17,272 |
$647,000 |
-1,815 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
355 |
- |
2024-03-31 |
17,070 |
$640,000 |
0 |
|
|
100 Records found
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1
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