| |
Institutional
Holders
Total
Institutions:
 |
7  3 |
|
|
Total
shares held :
|
103,393 |
|
|
% of shares
held :
|
1.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
|
Amount
of shares held :
|
25,855 |
|
|
% of shares
held change :
|
0.29% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SEI INVESTMENTS CO |
21 |
*New |
2024-03-31 |
13,270,866 |
$410,998,000 |
13,270,866 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1541 |
*New |
2024-03-31 |
311,529 |
$9,648,000 |
311,529 |
|
| BB&T CORP |
644 |
*New |
2024-03-31 |
303,769 |
$9,244,000 |
303,769 |
|
| HART & PATTERSON FINANCIAL GROUP LLC |
7 |
*New |
2024-03-31 |
261,133 |
$8,087,000 |
261,133 |
|
| OHE FINANCIAL INC |
59 |
*New |
2024-03-31 |
78,315 |
$2,425,000 |
78,315 |
|
| BURNS WEALTH MANAGEMENT, INC. |
210 |
*New |
2024-03-31 |
62,130 |
$1,924,000 |
62,130 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
987 |
*New |
2024-03-31 |
57,471 |
$1,780,000 |
57,471 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1559 |
*New |
2024-03-31 |
41,074 |
$1,272,000 |
41,074 |
|
| Csenge Advisory Group |
230 |
*New |
2024-03-31 |
38,107 |
$1,180,000 |
38,107 |
|
| Perigon Wealth Management LLC |
360 |
*New |
2024-03-31 |
33,837 |
$1,048,000 |
33,837 |
|
| United Advisor Group LLC |
77 |
*New |
2024-03-31 |
31,314 |
$970,000 |
31,314 |
|
| Stratos Wealth Partners LTD. |
658 |
*New |
2024-03-31 |
30,430 |
$942,000 |
30,430 |
|
| LPL FINANCIAL CORP |
3420 |
*New |
2024-03-31 |
22,798 |
$706,000 |
22,798 |
|
| PETRA FINANCIAL ADVISORS INC |
72 |
- |
2024-03-31 |
19,077 |
$537,000 |
0 |
|
| Advisor Group Holdings Inc. |
2893 |
- |
2024-03-31 |
16,597 |
$514,000 |
-63,663 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3444 |
*New |
2024-03-31 |
15,977 |
$495,000 |
15,977 |
|
| MONECO Advisors LLC |
250 |
*New |
2024-03-31 |
13,988 |
$433,000 |
13,988 |
|
| ROYAL BANK OF CANADA |
3793 |
- |
2024-03-31 |
9,956 |
$308,000 |
8,298 |
|
| Private Advisor Group LLC |
1868 |
*New |
2024-03-31 |
9,158 |
$284,000 |
9,158 |
|
| PRINCIPAL SECURITIES INC. |
935 |
*New |
2024-03-31 |
7,763 |
$240,000 |
7,763 |
|
| Accurate Wealth Management LLC |
264 |
*New |
2024-03-31 |
7,575 |
$222,000 |
7,575 |
|
| Wealth Group Ltd. |
141 |
- |
2024-03-31 |
6,771 |
$210,000 |
0 |
|
| Continuum Advisory LLC |
428 |
*New |
2024-03-31 |
4,470 |
$136,000 |
4,470 |
|
| AdvisorNet Financial Inc |
931 |
*New |
2024-03-31 |
1,054 |
$33,000 |
1,054 |
|
| EverSource Wealth Advisors LLC |
1160 |
- |
2024-03-31 |
844 |
$24,000 |
0 |
|
| MORGAN STANLEY |
7416 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| UBS Group AG |
8149 |
*Closed |
2024-03-31 |
0 |
$0 |
-163 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3497 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,390 |
|
| PROEQUITIES INC. |
9743 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
29 Records found
|
1
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