|
Institutional
Holders
Total
Institutions:
|
146 11 |
|
Total
shares held :
|
9,525,325 |
|
% of shares
held :
|
18.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
55 |
|
Amount
of shares held :
|
907,818 |
|
% of shares
held change :
|
1.78% |
|
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 |
Smith Anglin Financial LLC |
4 |
- |
2024-03-31 |
881,415 |
$64,581,000 |
23,308 |
|
MORGAN STANLEY |
1578 |
- |
2024-03-31 |
832,484 |
$60,996,000 |
86,206 |
|
LPL FINANCIAL CORP |
565 |
- |
2024-03-31 |
633,979 |
$46,452,000 |
223,496 |
|
RAYMOND JAMES & ASSOCIATES |
438 |
- |
2024-03-31 |
618,564 |
$45,322,000 |
45,112 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
259 |
- |
2024-03-31 |
585,062 |
$42,868,000 |
-160,667 |
|
UBS Group AG |
873 |
- |
2024-03-31 |
522,699 |
$38,298,000 |
206,920 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
256 |
- |
2024-03-31 |
439,995 |
$32,239,000 |
4,948 |
|
Cambria Investment Management L.P. |
2 |
- |
2024-03-31 |
432,922 |
$31,720,000 |
-62,458 |
|
MANCHESTER FINANCIAL INC |
5 |
- |
2024-03-31 |
332,426 |
$24,357,000 |
2,330 |
|
Advisor Group Holdings Inc. |
379 |
- |
2024-03-31 |
298,884 |
$21,726,000 |
-2,810 |
|
Revolve Wealth Partners LLC |
7 |
- |
2024-03-31 |
269,955 |
$19,780,000 |
8,342 |
|
InterOcean Capital Group LLC |
57 |
- |
2024-03-31 |
229,255 |
$16,798,000 |
88,892 |
|
ALM First Financial Advisors LLC |
6 |
- |
2024-03-31 |
200,000 |
$14,654,000 |
0 |
|
OPUS CAPITAL GROUP LLC |
14 |
- |
2024-03-31 |
197,762 |
$14,490,000 |
127 |
|
360 Financial Inc. |
5 |
- |
2024-03-31 |
194,047 |
$14,218,000 |
10,391 |
|
RFG HOLDINGS INC. |
5 |
- |
2024-03-31 |
188,284 |
$13,800,000 |
-53,688 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
667 |
- |
2024-03-31 |
184,613 |
$13,527,000 |
-40,342 |
|
Goss Wealth Management LLC |
196 |
- |
2024-03-31 |
159,576 |
$11,692,000 |
3,625 |
|
MONECO Advisors LLC |
6 |
- |
2024-03-31 |
156,929 |
$11,498,000 |
67,481 |
|
Integrated Advisors Network LLC |
35 |
- |
2024-03-31 |
143,992 |
$10,551,000 |
60,454 |
|
Fermata Advisors LLC |
11 |
- |
2024-03-31 |
136,889 |
$10,030,000 |
4,125 |
|
ROYAL BANK OF CANADA |
1574 |
- |
2024-03-31 |
116,541 |
$8,539,000 |
56,633 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
53 |
- |
2024-03-31 |
108,667 |
$7,962,000 |
-59,972 |
|
49 WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
107,198 |
$7,839,000 |
17,505 |
|
ROTHSCHILD INVESTMENT CORP /IL |
39 |
- |
2023-09-30 |
122,928 |
$7,604,000 |
8,637 |
|
Gladstone Institutional Advisory LLC |
56 |
- |
2024-03-31 |
101,877 |
$7,465,000 |
32,572 |
|
Breakwater Capital Group |
10 |
- |
2024-03-31 |
100,970 |
$7,398,000 |
6,691 |
|
Accordant Advisory Group Inc |
4 |
- |
2024-03-31 |
98,296 |
$7,202,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
826 |
- |
2024-03-31 |
93,537 |
$6,858,000 |
11,865 |
|
CWM LLC |
361 |
- |
2024-03-31 |
92,187 |
$6,755,000 |
16,099 |
|
Financial Partners Group Inc |
25 |
- |
2024-03-31 |
90,324 |
$6,618,000 |
-149,161 |
|
BANK OF AMERICA CORP /DE/ |
2781 |
- |
2024-03-31 |
89,688 |
$6,571,000 |
79,626 |
|
Kesler Norman & Wride LLC |
22 |
- |
2024-03-31 |
88,807 |
$6,507,000 |
4,867 |
|
ENVESTNET ASSET MANAGEMENT INC |
1877 |
- |
2024-03-31 |
78,267 |
$5,735,000 |
-1,136 |
|
Private Advisor Group LLC |
420 |
- |
2024-03-31 |
77,824 |
$5,701,000 |
11,677 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
686 |
- |
2024-03-31 |
76,410 |
$5,599,000 |
7,633 |
|
Per Stirling Capital Management LLC. |
36 |
- |
2024-03-31 |
69,370 |
$5,083,000 |
-444 |
|
Certified Advisory Corp |
46 |
- |
2024-03-31 |
68,590 |
$5,026,000 |
1,205 |
|
STIFEL FINANCIAL CORP |
1157 |
- |
2024-03-31 |
66,633 |
$4,883,000 |
7,101 |
|
Atomi Financial Group Inc. |
42 |
- |
2024-03-31 |
66,172 |
$4,848,000 |
39,842 |
|
Brookstone Capital Management |
232 |
- |
2024-03-31 |
60,545 |
$4,436,000 |
3,084 |
|
We Are One Seven LLC |
120 |
- |
2024-03-31 |
55,219 |
$4,046,000 |
9,397 |
|
Ameliora Wealth Management Ltd. |
17 |
- |
2024-03-31 |
54,104 |
$3,961,000 |
-1,642 |
|
Rockefeller Capital Management L.P. |
823 |
- |
2024-03-31 |
45,105 |
$3,305,000 |
31,458 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
70 |
- |
2024-03-31 |
44,617 |
$3,269,000 |
-7,162 |
|
Visionary Wealth Advisors |
118 |
*New |
2024-03-31 |
43,660 |
$3,199,000 |
43,660 |
|
Almanack Investment Partners LLC. |
39 |
*New |
2024-03-31 |
40,120 |
$2,940,000 |
40,120 |
|
Aveo Capital Partners LLC |
83 |
*New |
2024-03-31 |
40,422 |
$2,813,000 |
40,422 |
|
WELLS FARGO & CO/MN |
2361 |
- |
2024-03-31 |
37,404 |
$2,741,000 |
32,063 |
|
SHEETS SMITH & ASSOCIATES INC |
83 |
- |
2024-03-31 |
37,204 |
$2,726,000 |
-2,122 |
|
Kestra Advisory Services LLC |
750 |
- |
2024-03-31 |
37,173 |
$2,724,000 |
1,091 |
|
Geneos Wealth Management Inc. |
213 |
- |
2024-03-31 |
34,749 |
$2,546,000 |
13,173 |
|
Steward Partners Investment Advisory LLC |
512 |
- |
2024-03-31 |
33,784 |
$2,475,000 |
4,054 |
|
BB&T CORP |
1170 |
- |
2024-03-31 |
33,411 |
$2,448,000 |
1,457 |
|
Compass Ion Advisors LLC |
40 |
- |
2024-03-31 |
33,225 |
$2,434,000 |
159 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
909 |
- |
2024-03-31 |
29,648 |
$2,172,000 |
6,440 |
|
Equitable Holdings Inc. |
428 |
- |
2024-03-31 |
29,317 |
$2,148,000 |
-8,835 |
|
Betterment LLC |
144 |
- |
2024-03-31 |
29,031 |
$2,127,000 |
-1,793 |
|
MML INVESTORS SERVICES LLC |
1046 |
- |
2024-03-31 |
27,005 |
$1,979,000 |
-6,959 |
|
Connectus Wealth LLC |
187 |
*New |
2024-03-31 |
26,236 |
$1,936,000 |
26,236 |
|
Eudaimonia Partners LLC |
54 |
- |
2024-03-31 |
23,575 |
$1,727,000 |
0 |
|
OPPENHEIMER & CO INC |
602 |
- |
2024-03-31 |
20,680 |
$1,515,000 |
-3,313 |
|
Retirement Group LLC |
29 |
- |
2024-03-31 |
20,300 |
$1,487,000 |
680 |
|
Laurel Wealth Advisors LLC |
82 |
- |
2024-03-31 |
19,850 |
$1,454,000 |
850 |
|
RFG Advisory Group LLC |
299 |
- |
2024-03-31 |
18,189 |
$1,333,000 |
0 |
|
Apollon Wealth Management LLC |
397 |
- |
2024-03-31 |
17,447 |
$1,278,000 |
-588 |
|
Aspect Partners LLC |
21 |
- |
2024-03-31 |
16,955 |
$1,242,000 |
744 |
|
Evanson Asset Management LLC |
101 |
- |
2024-03-31 |
16,483 |
$1,208,000 |
90 |
|
MULTIFINANCIAL SECURITIES CORP |
1067 |
- |
2024-03-31 |
16,329 |
$1,196,000 |
6,720 |
|
Cetera Investment Advisers |
832 |
- |
2024-03-31 |
16,205 |
$1,187,000 |
-2,982 |
|
J.W. COLE ADVISORS INC. |
313 |
- |
2024-03-31 |
15,956 |
$1,169,000 |
-300 |
|
FINANCIAL NETWORK |
1373 |
- |
2024-03-31 |
15,382 |
$1,127,000 |
510 |
|
GOLDMAN SACHS GROUP INC/ |
3503 |
- |
2024-03-31 |
15,231 |
$1,116,000 |
0 |
|
ICA Group Wealth Management LLC |
91 |
- |
2024-03-31 |
15,053 |
$1,103,000 |
6,439 |
|
MCCORMACK ADVISORS INTERNATIONAL |
503 |
- |
2024-03-31 |
14,285 |
$1,047,000 |
814 |
|
Dynamic Advisors Solutions LLC |
457 |
*New |
2024-03-31 |
12,876 |
$943,000 |
12,876 |
|
Mutual Advisors LLC |
498 |
- |
2024-03-31 |
12,376 |
$907,000 |
715 |
|
ESSEX FINANCIAL SERVICES INC |
222 |
- |
2024-03-31 |
12,370 |
$906,000 |
3,430 |
|
DAVIDSON D A & CO |
773 |
- |
2024-03-31 |
12,153 |
$890,000 |
5,923 |
|
LINCOLN NATIONAL CORP |
565 |
- |
2024-03-31 |
11,648 |
$853,000 |
196 |
|
TFG Advisers LLC |
81 |
- |
2024-03-31 |
11,473 |
$841,000 |
993 |
|
Southland Equity Partners LLC |
73 |
- |
2024-03-31 |
10,990 |
$805,000 |
740 |
|
Edge Financial Advisors LLC |
44 |
- |
2024-03-31 |
10,850 |
$804,000 |
0 |
|
OxenFree Capital LLC |
25 |
- |
2024-03-31 |
10,543 |
$772,000 |
285 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2867 |
- |
2024-03-31 |
10,520 |
$771,000 |
-32,329 |
|
Snowden Capital Advisors LLC |
574 |
- |
2024-03-31 |
10,345 |
$763,000 |
1,091 |
|
SMITH MOORE & CO. |
218 |
- |
2024-03-31 |
9,599 |
$703,000 |
400 |
|
MONEY CONCEPTS CAPITAL CORP |
253 |
- |
2024-03-31 |
9,226 |
$676,000 |
184 |
|
Diversify Advisory Services LLC |
349 |
- |
2024-03-31 |
9,004 |
$658,000 |
0 |
|
Meridian Wealth Management LLC |
124 |
- |
2024-03-31 |
8,371 |
$613,000 |
4,935 |
|
Ausdal Financial Partners Inc. |
239 |
- |
2024-03-31 |
8,250 |
$604,000 |
2,228 |
|
Qube Research & Technologies Ltd |
2111 |
*New |
2024-03-31 |
7,577 |
$555,000 |
7,577 |
|
Verum Partners LLC |
78 |
*New |
2024-03-31 |
7,527 |
$552,000 |
7,527 |
|
Moors & Cabot Inc. |
469 |
- |
2024-03-31 |
7,438 |
$545,000 |
-100 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
250 |
- |
2024-03-31 |
7,411 |
$543,000 |
1,670 |
|
Comprehensive Wealth Management LLC |
21 |
- |
2024-03-31 |
7,190 |
$527,000 |
41 |
|
RAYMOND JAMES TRUST CO |
704 |
- |
2024-03-31 |
7,095 |
$520,000 |
1,500 |
|
Sharkey Howes & Javer |
82 |
- |
2024-03-31 |
7,004 |
$513,000 |
-252 |
|
Belpointe Asset Management LLC |
430 |
- |
2024-03-31 |
6,926 |
$508,000 |
3,861 |
|
9258 Wealth Management LLC |
197 |
- |
2024-03-31 |
6,610 |
$484,000 |
-400 |
|
|
100 Records found
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1
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