|
Institutional
Holders
Total
Institutions:
|
76 13 |
|
Total
shares held :
|
8,976,415 |
|
% of shares
held :
|
77.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
471,077 |
|
% of shares
held change :
|
4.04% |
|
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 |
J P MORGAN CHASE & CO |
875 |
- |
2024-03-31 |
2,062,904 |
$98,669,000 |
2,050,719 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
132 |
- |
2024-03-31 |
1,480,800 |
$70,827,000 |
0 |
|
MORGAN STANLEY |
1747 |
- |
2024-03-31 |
1,054,975 |
$50,460,000 |
-116,725 |
|
WCG Wealth Advisors LLC |
1 |
- |
2024-03-31 |
960,950 |
$45,962,000 |
-128,118 |
|
UBS Group AG |
973 |
- |
2024-03-31 |
651,822 |
$31,177,000 |
-104,962 |
|
LPL FINANCIAL CORP |
792 |
- |
2024-03-31 |
582,138 |
$27,844,000 |
11,643 |
|
BANK OF AMERICA CORP /DE/ |
2051 |
- |
2024-03-31 |
361,319 |
$17,282,000 |
-9,737 |
|
FIFTH THIRD BANCORP |
203 |
- |
2024-03-31 |
313,589 |
$14,999,000 |
-28,324 |
|
AMERIPRISE FINANCIAL INC |
1583 |
- |
2024-03-31 |
273,140 |
$12,275,000 |
77,134 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
709 |
- |
2024-03-31 |
253,052 |
$12,103,000 |
-1,326 |
|
PRINCIPAL FINANCIAL GROUP INC |
1257 |
- |
2024-03-31 |
231,239 |
$11,060,000 |
-21,436 |
|
APCM Wealth Management for Individuals |
18 |
- |
2024-03-31 |
189,144 |
$9,047,000 |
-10,159 |
|
PRUDENTIAL CORP PLC |
212 |
- |
2024-03-31 |
143,000 |
$6,840,000 |
6,000 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
590 |
- |
2024-03-31 |
140,489 |
$6,720,000 |
-571 |
|
WELLS FARGO & CO/MN |
1795 |
- |
2024-03-31 |
139,926 |
$6,693,000 |
1,233 |
|
SHEETS SMITH & ASSOCIATES INC |
36 |
- |
2024-03-31 |
133,829 |
$6,401,000 |
-22,646 |
|
GOLDMAN SACHS GROUP INC/ |
2456 |
- |
2024-03-31 |
120,019 |
$5,741,000 |
104,934 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
529 |
- |
2024-03-31 |
118,243 |
$5,656,000 |
-8,549 |
|
One Capital Management LLC |
105 |
- |
2024-03-31 |
117,861 |
$5,637,000 |
-6,556 |
|
Gateway Wealth Partners LLC |
8 |
- |
2024-03-31 |
109,618 |
$5,243,000 |
-43,429 |
|
ENVESTNET ASSET MANAGEMENT INC |
2177 |
- |
2024-03-31 |
77,120 |
$3,689,000 |
4,396 |
|
Advisor Group Holdings Inc. |
1386 |
- |
2024-03-31 |
63,648 |
$3,044,000 |
-1,058 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1496 |
- |
2024-03-31 |
61,124 |
$2,924,000 |
970 |
|
Migdal Insurance & Financial Holdings Ltd. |
103 |
- |
2024-03-31 |
56,330 |
$2,694,000 |
15,546 |
|
GenWealth Group Inc. |
30 |
*New |
2024-03-31 |
55,593 |
$2,659,000 |
55,593 |
|
ROYAL BANK OF CANADA |
2325 |
- |
2024-03-31 |
55,129 |
$2,637,000 |
-8,396 |
|
RETIREMENT CAPITAL STRATEGIES |
26 |
- |
2024-03-31 |
52,293 |
$2,501,000 |
39,129 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
97 |
- |
2024-03-31 |
44,021 |
$2,106,000 |
6,793 |
|
Stratos Wealth Partners LTD. |
421 |
- |
2024-03-31 |
43,174 |
$2,065,000 |
5,045 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
159 |
*New |
2024-03-31 |
41,596 |
$1,990,000 |
41,596 |
|
Insight Wealth Partners LLC |
19 |
- |
2024-03-31 |
39,891 |
$1,908,000 |
5,465 |
|
Pine Valley Investments Ltd Liability Co |
163 |
- |
2024-03-31 |
37,132 |
$1,776,000 |
-235,441 |
|
Focus Financial Network Inc. |
190 |
- |
2024-03-31 |
36,758 |
$1,675,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
234 |
- |
2023-12-31 |
38,004 |
$1,655,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
215 |
- |
2024-03-31 |
31,055 |
$1,485,000 |
3,515 |
|
RENAISSANCE TECHNOLOGIES LLC |
2338 |
- |
2024-03-31 |
26,200 |
$1,253,000 |
-3,600 |
|
Kestra Advisory Services LLC |
1105 |
- |
2024-03-31 |
26,157 |
$1,251,000 |
878 |
|
TWO SIGMA INVESTMENTS LLC |
1718 |
- |
2024-03-31 |
25,600 |
$1,224,000 |
-16,600 |
|
Orion Portfolio Solutions LLC |
897 |
- |
2024-03-31 |
25,282 |
$1,209,000 |
146 |
|
FLOW TRADERS U.S. LLC |
302 |
*New |
2024-03-31 |
21,508 |
$1,029,000 |
21,508 |
|
PALLADIEM LLC |
20 |
- |
2023-09-30 |
22,135 |
$867,000 |
-9,775 |
|
HANSON MCCLAIN, INC. |
509 |
- |
2024-03-31 |
12,463 |
$596,000 |
739 |
|
RAYMOND JAMES & ASSOCIATES |
2942 |
- |
2024-03-31 |
12,163 |
$582,000 |
2,202 |
|
Goldstein Advisors LLC |
73 |
- |
2024-03-31 |
12,130 |
$580,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2369 |
- |
2024-03-31 |
9,206 |
$440,000 |
1,017 |
|
Heirloom Wealth Management |
40 |
- |
2024-03-31 |
8,351 |
$399,000 |
-13,435 |
|
Jump Financial LLC |
1315 |
- |
2024-03-31 |
7,813 |
$374,000 |
-16,867 |
|
PRIVATE TRUST CO NA |
452 |
- |
2024-03-31 |
7,554 |
$361,000 |
4,285 |
|
Hartland & Co. LLC |
375 |
*New |
2024-03-31 |
7,256 |
$346,000 |
7,256 |
|
TOWER RESEARCH CAPITAL LLC |
1100 |
- |
2024-03-31 |
6,968 |
$333,000 |
5,924 |
|
Fermata Advisors LLC |
155 |
- |
2024-03-31 |
6,894 |
$330,000 |
16 |
|
H D Vest Advisory Services |
1260 |
- |
2024-03-31 |
6,624 |
$317,000 |
0 |
|
Financial Gravity Wealth Inc. |
89 |
*New |
2024-03-31 |
6,148 |
$294,000 |
6,148 |
|
Fragasso Group Inc. |
213 |
- |
2024-03-31 |
6,012 |
$288,000 |
18 |
|
HILL ISLAND FINANCIAL LLC |
57 |
- |
2024-03-31 |
5,260 |
$252,000 |
12 |
|
GSB Wealth Management LLC |
198 |
- |
2024-03-31 |
4,916 |
$235,000 |
9 |
|
RF&L WEALTH MANAGEMENT LLC |
51 |
- |
2024-03-31 |
4,697 |
$225,000 |
0 |
|
Baird Financial Group Inc. |
1635 |
- |
2024-03-31 |
4,700 |
$225,000 |
0 |
|
LJI Wealth Management LLC |
143 |
*New |
2024-03-31 |
4,280 |
$205,000 |
4,280 |
|
Jupiter Wealth Management LLC |
88 |
- |
2024-03-31 |
2,987 |
$141,000 |
0 |
|
Goss Wealth Management LLC |
2027 |
- |
2024-03-31 |
2,257 |
$108,000 |
0 |
|
TD Waterhouse Canada Inc. |
894 |
- |
2024-03-31 |
2,163 |
$103,000 |
0 |
|
Tyler-Stone Wealth Management |
276 |
*New |
2024-03-31 |
2,007 |
$96,000 |
2,007 |
|
AdvisorNet Financial Inc |
655 |
- |
2024-03-31 |
1,872 |
$90,000 |
2 |
|
Carolina Wealth Advisors LLC |
98 |
- |
2024-03-31 |
1,323 |
$63,000 |
0 |
|
WFA Asset Management Corp |
92 |
- |
2024-03-31 |
1,286 |
$62,000 |
3 |
|
FMR LLC |
3426 |
- |
2024-03-31 |
1,026 |
$49,000 |
740 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1187 |
- |
2024-03-31 |
680 |
$33,000 |
-4,220 |
|
Qube Research & Technologies Ltd |
3102 |
- |
2024-03-31 |
631 |
$30,000 |
-3,220 |
|
IAG Wealth Partners LLC |
209 |
- |
2024-03-31 |
586 |
$28,000 |
0 |
|
HORIZON INVESTMENTS, LLC/SC |
642 |
- |
2024-03-31 |
395 |
$19,000 |
-6 |
|
BANK OF MONTREAL /CAN/ |
3205 |
- |
2024-03-31 |
278 |
$13,000 |
0 |
|
BNP PARIBAS ARBITRAGE SA |
2857 |
*New |
2024-03-31 |
238 |
$11,000 |
238 |
|
PNC FINANCIAL SERVICES GROUP INC |
3732 |
- |
2024-03-31 |
187 |
$9,000 |
-67 |
|
Tradewinds Capital Management LLC |
466 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
1333 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,853 |
|
BDO Wealth Advisors LLC |
977 |
*Closed |
2023-06-30 |
0 |
$0 |
-16,500 |
|
MEITAV DASH INVESTMENTS LTD |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,970 |
|
PROEQUITIES INC. |
4478 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2612 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,041 |
|
RESOLUTE FINANCIAL LLC |
112 |
*Closed |
2022-12-31 |
0 |
$0 |
-11,522 |
|
US BANCORP |
3903 |
*Closed |
2024-03-31 |
0 |
$0 |
-4 |
|
JANE STREET GROUP LLC |
5807 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,997 |
|
HRT FINANCIAL LLC |
2590 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,799 |
|
CITADEL ADVISORS LLC |
6460 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,600 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6425 |
*Closed |
2024-03-31 |
0 |
$0 |
-58,137 |
|
COMERICA BANK |
3767 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,103 |
|
GTS SECURITIES LLC |
1739 |
*Closed |
2024-03-31 |
0 |
$0 |
-54,902 |
|
|
88 Records found
|
1
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