|
Institutional
Holders
Total
Institutions:
|
66 9 |
|
Total
shares held :
|
6,018,455 |
|
% of shares
held :
|
6.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-41 |
|
Amount
of shares held :
|
-4,519,950 |
|
% of shares
held change :
|
-5.02% |
|
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 |
BANK OF AMERICA CORP /DE/ |
1265 |
- |
2023-12-31 |
1,257,561 |
$42,292,000 |
-760,138 |
|
AMERIPRISE FINANCIAL INC |
1311 |
- |
2023-12-31 |
548,553 |
$18,403,000 |
-229,796 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
343 |
- |
2023-12-31 |
393,726 |
$13,241,000 |
-271,508 |
|
MORGAN STANLEY |
3083 |
- |
2023-12-31 |
390,633 |
$13,137,000 |
-205,414 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
389,877 |
$13,112,000 |
-3,673 |
|
Advisor Group Holdings Inc. |
757 |
- |
2023-12-31 |
320,020 |
$10,763,000 |
-549,604 |
|
ROYAL BANK OF CANADA |
1458 |
- |
2023-12-31 |
294,049 |
$9,889,000 |
8,439 |
|
Soltis Investment Advisors LLC |
|
- |
2023-12-31 |
219,957 |
$7,397,000 |
-129,847 |
|
Ergawealth Advisors Inc. |
9 |
- |
2023-12-31 |
213,622 |
$7,184,000 |
11,244 |
|
Lunt Capital Management Inc. |
8 |
- |
2024-03-31 |
180,952 |
$6,341,000 |
11,171 |
|
LPL FINANCIAL CORP |
1547 |
- |
2023-12-31 |
183,098 |
$6,158,000 |
-156,671 |
|
ENVESTNET ASSET MANAGEMENT INC |
2069 |
- |
2023-12-31 |
112,726 |
$3,791,000 |
-29,825 |
|
SPC FINANCIAL, INC. |
52 |
- |
2023-12-31 |
93,984 |
$3,161,000 |
15,521 |
|
PFG Advisors |
123 |
- |
2023-12-31 |
78,350 |
$2,635,000 |
-172,583 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1583 |
- |
2024-03-31 |
62,566 |
$2,192,000 |
-128,106 |
|
MULTIFINANCIAL SECURITIES CORP |
479 |
- |
2023-12-31 |
63,410 |
$2,132,000 |
-415 |
|
GOLDMAN SACHS GROUP INC/ |
3109 |
- |
2023-12-31 |
61,453 |
$2,067,000 |
21,374 |
|
Bickling Financial Services Inc. |
19 |
- |
2022-12-31 |
49,758 |
$2,013,000 |
-5,693 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
557 |
- |
2023-12-31 |
52,430 |
$1,763,000 |
-3,166 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1425 |
- |
2024-03-31 |
43,899 |
$1,538,000 |
-14,045 |
|
RAYMOND JAMES & ASSOCIATES |
2313 |
- |
2024-03-31 |
43,678 |
$1,530,000 |
-3,762 |
|
Kestra Advisory Services LLC |
953 |
- |
2023-12-31 |
42,286 |
$1,422,000 |
14,444 |
|
Change Path LLC |
214 |
- |
2023-12-31 |
38,428 |
$1,292,000 |
-585 |
|
SILVER OAK SECURITIES Inc |
144 |
- |
2023-12-31 |
36,672 |
$1,233,000 |
30,834 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2542 |
- |
2023-12-31 |
35,362 |
$1,189,000 |
1,827 |
|
CLS INVESTMENT FIRM LLC |
682 |
- |
2022-12-31 |
28,817 |
$1,166,000 |
0 |
|
FINANCIAL ARCHITECTS INC |
162 |
- |
2023-06-30 |
21,274 |
$799,000 |
-54,411 |
|
H D Vest Advisory Services |
814 |
- |
2023-12-31 |
22,862 |
$769,000 |
-689 |
|
Trilogy Capital Inc. |
169 |
- |
2024-03-31 |
20,580 |
$721,000 |
-4,482 |
|
HIGHTOWER ADVISORS, LLC |
2015 |
- |
2023-12-31 |
20,686 |
$696,000 |
-32,346 |
|
Integrated Advisors Network LLC |
363 |
- |
2023-12-31 |
19,669 |
$661,000 |
-11,067 |
|
UBS Group AG |
3735 |
- |
2023-12-31 |
19,447 |
$654,000 |
-3,145 |
|
TOWER RESEARCH CAPITAL LLC |
1166 |
- |
2023-12-31 |
19,393 |
$652,000 |
-2,069 |
|
GTS SECURITIES LLC |
802 |
*New |
2023-12-31 |
18,801 |
$632,000 |
18,801 |
|
White Knight Strategic Wealth Advisors LLC |
34 |
- |
2023-12-31 |
16,646 |
$560,000 |
-2,287 |
|
Atria Wealth Solutions Inc. |
1205 |
- |
2023-12-31 |
14,597 |
$491,000 |
-6,683 |
|
STIFEL FINANCIAL CORP |
2590 |
- |
2023-12-31 |
13,933 |
$469,000 |
13,933 |
|
IHT Wealth Management LLC |
630 |
- |
2023-12-31 |
13,489 |
$454,000 |
-185 |
|
GeoWealth Management LLC |
346 |
- |
2023-12-31 |
13,459 |
$452,000 |
-8,276 |
|
D E SHAW & CO INC |
2249 |
*New |
2023-12-31 |
13,420 |
$451,000 |
13,420 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2848 |
- |
2023-12-31 |
11,995 |
$403,000 |
-25,936 |
|
LEAVELL T & ASSOCIATES INC |
386 |
- |
2024-03-31 |
10,747 |
$377,000 |
-377 |
|
MML INVESTORS SERVICES LLC |
1927 |
- |
2023-12-31 |
10,816 |
$364,000 |
-4,921 |
|
FINANCIAL NETWORK |
2115 |
- |
2023-12-31 |
10,591 |
$356,000 |
-4,009 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
731 |
- |
2023-12-31 |
9,155 |
$308,000 |
-6,542 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
625 |
- |
2023-12-31 |
8,409 |
$283,000 |
-3,219 |
|
JANE STREET GROUP LLC |
4470 |
- |
2023-12-31 |
8,316 |
$280,000 |
8,316 |
|
Nilsine Partners LLC |
292 |
*New |
2024-03-31 |
7,496 |
$263,000 |
7,496 |
|
J.W. COLE ADVISORS INC. |
714 |
- |
2023-12-31 |
6,752 |
$227,000 |
-4,764 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2098 |
- |
2024-03-31 |
6,376 |
$223,000 |
-1,604 |
|
HRT FINANCIAL LLC |
1596 |
*New |
2023-12-31 |
6,476 |
$217,000 |
6,476 |
|
BB&T CORP |
2434 |
- |
2023-12-31 |
6,190 |
$208,000 |
-120,644 |
|
ADVISORY SERVICES NETWORK, LLC |
1295 |
*New |
2023-12-31 |
5,654 |
$190,000 |
5,654 |
|
Coastal Investment Advisors Inc. |
434 |
- |
2024-03-31 |
4,430 |
$155,000 |
4,430 |
|
Steward Partners Investment Advisory LLC |
1838 |
- |
2023-12-31 |
2,023 |
$68,000 |
-7 |
|
COMERICA BANK |
2751 |
- |
2023-12-31 |
1,288 |
$43,000 |
38 |
|
Tradition Wealth Management LLC |
682 |
- |
2023-12-31 |
1,157 |
$39,000 |
-703 |
|
Sound Income Strategies LLC |
503 |
*New |
2024-03-31 |
920 |
$32,000 |
920 |
|
MCF Advisors LLC |
471 |
- |
2024-03-31 |
769 |
$27,000 |
769 |
|
SIGNATUREFD, LLC |
1875 |
- |
2023-12-31 |
644 |
$22,000 |
339 |
|
TUCKER ASSET MANAGEMENT LLC |
354 |
- |
2023-12-31 |
643 |
$22,000 |
-9 |
|
Tyler-Stone Wealth Management |
551 |
- |
2023-12-31 |
435 |
$15,000 |
0 |
|
CWM LLC |
3096 |
- |
2024-03-31 |
400 |
$14,000 |
-2,260 |
|
IFP Advisors Inc |
2077 |
- |
2023-12-31 |
355 |
$12,000 |
-257 |
|
Goss Wealth Management LLC |
2921 |
- |
2023-12-31 |
241 |
$8,000 |
0 |
|
Capital Investment Advisory Services LLC |
835 |
- |
2024-03-31 |
202 |
$7,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1670 |
- |
2023-12-31 |
161 |
$5,000 |
-193 |
|
PSI Advisors LLC |
586 |
- |
2024-03-31 |
143 |
$5,000 |
1 |
|
SIMPLEX TRADING LLC |
2091 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
Avondale Wealth Management |
120 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
FMR LLC |
4599 |
- |
2023-12-31 |
30 |
$1,000 |
-1,058 |
|
Sigma Planning Corp |
918 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,593 |
|
LINCOLN NATIONAL CORP |
1085 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,289 |
|
Private Advisor Group LLC |
2210 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,488 |
|
PROEQUITIES INC. |
4772 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
HANSON MCCLAIN, INC. |
3470 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6478 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
Lee Financial Group Hawaii Inc. |
30 |
*Closed |
2024-03-31 |
0 |
$0 |
-401,786 |
|
Impact Partnership Wealth LLC |
1064 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,084 |
|
CITADEL ADVISORS LLC |
6211 |
*Closed |
2023-12-31 |
0 |
$0 |
-30,879 |
|
CENTAURUS FINANCIAL INC. |
817 |
*Closed |
2023-12-31 |
0 |
$0 |
-102,107 |
|
HARBOUR INVESTMENTS INC. |
3223 |
- |
2023-12-31 |
9 |
$0 |
0 |
|
|
82 Records found
|
1
|
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