| |
Institutional
Holders
Total
Institutions:
 |
41  0 |
|
|
Total
shares held :
|
6,750,216 |
|
|
% of shares
held :
|
75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -18 |
|
|
Amount
of shares held :
|
2,375,921 |
|
|
% of shares
held change :
|
26.4% |
|
| 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 |
  Dynasty Wealth Management LLC |
3 |
*New |
2024-03-31 |
3,726,953 |
$226,375,000 |
3,726,953 |
|
| J P MORGAN CHASE & CO |
641 |
- |
2024-03-31 |
3,000,378 |
$182,243,000 |
659,065 |
|
| Quotient Wealth Partners LLC |
5 |
- |
2024-03-31 |
2,809,092 |
$170,624,000 |
513,694 |
|
| ENVESTNET ASSET MANAGEMENT INC |
575 |
- |
2024-03-31 |
1,051,422 |
$63,863,000 |
-107,689 |
|
| MARINER WEALTH ADVISORS, LLC |
454 |
- |
2024-03-31 |
201,532 |
$12,241,000 |
2,303 |
|
| MML INVESTORS SERVICES LLC |
538 |
- |
2024-03-31 |
106,623 |
$6,476,000 |
-36,910 |
|
| Cyndeo Wealth Partners LLC |
81 |
- |
2024-03-31 |
75,972 |
$4,615,000 |
25,947 |
|
| W. E. Donoghue & Co. LLC |
11 |
- |
2024-03-31 |
63,994 |
$3,887,000 |
-22,959 |
|
| PROEQUITIES INC. |
103 |
- |
2024-03-31 |
60,026 |
$3,646,000 |
-20,594 |
|
| Signify Wealth |
9 |
- |
2024-03-31 |
52,370 |
$3,181,000 |
6,279 |
|
| LPL FINANCIAL CORP |
2163 |
- |
2024-03-31 |
48,982 |
$2,975,000 |
-2,067 |
|
| Platform Technology Partners |
44 |
- |
2023-12-31 |
28,163 |
$1,674,000 |
756 |
|
| SMART PORTFOLIOS, LLC |
15 |
- |
2024-03-31 |
26,479 |
$1,608,000 |
-342 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1869 |
- |
2024-03-31 |
22,095 |
$1,342,000 |
274 |
|
| Santori & Peters Inc. |
23 |
- |
2024-03-31 |
20,878 |
$1,268,000 |
-474 |
|
| Smart Money Group LLC |
41 |
- |
2024-03-31 |
19,784 |
$1,135,000 |
-163 |
|
| Advisor Group Holdings Inc. |
2346 |
- |
2024-03-31 |
15,959 |
$969,000 |
-1,325 |
|
| ROYAL BANK OF CANADA |
3026 |
- |
2024-03-31 |
15,428 |
$937,000 |
-287 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1825 |
- |
2024-03-31 |
14,071 |
$855,000 |
-3,506 |
|
| Howard Capital Management Inc. |
52 |
*New |
2024-03-31 |
13,376 |
$812,000 |
13,376 |
|
| SeaCrest Wealth Management LLC |
238 |
- |
2024-03-31 |
11,675 |
$709,000 |
-210 |
|
| CITADEL ADVISORS LLC |
3455 |
*New |
2024-03-31 |
10,902 |
$662,000 |
10,902 |
|
| Envestnet Portfolio Solutions Inc. |
1004 |
- |
2024-03-31 |
10,834 |
$658,000 |
-3,891 |
|
| BRYN MAWR TRUST CO/PA |
239 |
- |
2024-03-31 |
9,745 |
$592,000 |
0 |
|
| Geneos Wealth Management Inc. |
466 |
- |
2024-03-31 |
9,424 |
$572,000 |
-2,338 |
|
| Tradition Wealth Management LLC |
210 |
- |
2024-03-31 |
9,192 |
$558,000 |
0 |
|
| MBL Wealth LLC |
123 |
- |
2024-03-31 |
9,125 |
$554,000 |
-150 |
|
| Steward Partners Investment Advisory LLC |
1026 |
- |
2024-03-31 |
8,814 |
$535,000 |
327 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
257 |
- |
2024-03-31 |
8,748 |
$531,000 |
251 |
|
| STIFEL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
8,406 |
$511,000 |
608 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
551 |
- |
2024-03-31 |
6,500 |
$368,000 |
0 |
|
| Madrona Financial Services LLC |
60 |
- |
2024-03-31 |
5,678 |
$345,000 |
253 |
|
| Resonant Capital Advisors LLC |
247 |
- |
2024-03-31 |
5,544 |
$337,000 |
0 |
|
| Global Retirement Partners LLC |
667 |
- |
2024-03-31 |
4,677 |
$284,000 |
-1,026 |
|
| Atria Wealth Solutions Inc. |
1741 |
- |
2024-03-31 |
3,644 |
$221,000 |
-6,588 |
|
| Kestra Advisory Services LLC |
2235 |
- |
2024-03-31 |
3,392 |
$206,000 |
-2,398 |
|
| Wellington Wealth Strategies LLC. |
138 |
- |
2024-03-31 |
3,367 |
$205,000 |
-6,183 |
|
| MORGAN STANLEY |
5766 |
- |
2024-03-31 |
1,709 |
$104,000 |
209 |
|
| Ahrens Investment Partners LLC |
290 |
*New |
2023-03-31 |
1,261 |
$62,000 |
1,261 |
|
| FTB Advisors Inc. |
926 |
- |
2024-03-31 |
854 |
$52,000 |
-73 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2426 |
- |
2024-03-31 |
263 |
$16,000 |
0 |
|
| NBC SECURITIES INC. |
1550 |
- |
2024-03-31 |
240 |
$14,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2200 |
- |
2024-03-31 |
221 |
$13,000 |
0 |
|
| SRS Capital Advisors Inc. |
769 |
- |
2024-03-31 |
163 |
$10,000 |
0 |
|
| Creekmur Asset Management LLC |
646 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
|
| WELLS FARGO & CO/MN |
6170 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6117 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,682 |
|
| UBS Group AG |
8312 |
*Closed |
2024-03-31 |
0 |
$0 |
-402 |
|
|
48 Records found
|
1
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