| |
Institutional
Holders
Total
Institutions:
 |
191  1 |
|
|
Total
shares held :
|
9,048,667 |
|
|
% of shares
held :
|
37.01% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-37 |
|
|
Amount
of shares held :
|
520,902 |
|
|
% of shares
held change :
|
 2.13% |
|
| 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 |
  LPL FINANCIAL CORP |
758 |
- |
2024-03-31 |
986,694 |
$29,926,000 |
66,879 |
|
| Main Management ETF Advisors LLC |
14 |
- |
2023-12-31 |
579,085 |
$15,971,000 |
273,115 |
|
| MORGAN STANLEY |
3045 |
- |
2023-12-31 |
499,536 |
$13,777,000 |
8,585 |
|
| CITADEL ADVISORS LLC |
1480 |
- |
2023-12-31 |
210,854 |
$5,815,000 |
183,523 |
|
| J P MORGAN CHASE & CO |
2441 |
- |
2024-03-31 |
171,163 |
$5,191,000 |
93,614 |
|
| WELLS FARGO & CO/MN |
2198 |
- |
2024-03-31 |
116,182 |
$3,524,000 |
2,222 |
|
| Brookstone Capital Management |
274 |
- |
2024-03-31 |
114,766 |
$3,481,000 |
1,122 |
|
| IEQ CAPITAL LLC |
246 |
- |
2024-03-31 |
103,190 |
$3,130,000 |
13,279 |
|
| Stratos Wealth Partners LTD. |
408 |
- |
2024-03-31 |
75,636 |
$2,294,000 |
26,850 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2488 |
- |
2023-12-31 |
70,066 |
$1,932,000 |
27,039 |
|
| Claraphi Advisory Network LLC |
39 |
- |
2022-12-31 |
127,588 |
$1,821,000 |
66,117 |
|
| CENTAURUS FINANCIAL INC. |
150 |
- |
2023-12-31 |
63,919 |
$1,763,000 |
63,919 |
|
| NWAM LLC |
155 |
- |
2024-03-31 |
54,407 |
$1,650,000 |
776 |
|
| UNITED ASSET STRATEGIES, INC. |
139 |
- |
2024-03-31 |
36,248 |
$1,099,000 |
1,974 |
|
| BNP PARIBAS ARBITRAGE SA |
1789 |
- |
2024-03-31 |
32,735 |
$993,000 |
432 |
|
| Atria Wealth Solutions Inc. |
938 |
- |
2023-12-31 |
30,027 |
$828,000 |
1,439 |
|
| CREATIVE PLANNING |
1374 |
- |
2023-12-31 |
28,625 |
$789,000 |
1,626 |
|
| Concurrent Investment Advisors LLC |
427 |
- |
2024-03-31 |
25,467 |
$772,000 |
3,503 |
|
| STIFEL FINANCIAL CORP |
2308 |
- |
2023-12-31 |
27,222 |
$751,000 |
560 |
|
| TRUE Private Wealth Advisors |
124 |
- |
2024-03-31 |
24,185 |
$734,000 |
445 |
|
| BANK OF MONTREAL /CAN/ |
1806 |
- |
2023-12-31 |
25,715 |
$729,000 |
19,175 |
|
| H D Vest Advisory Services |
874 |
- |
2024-03-31 |
23,922 |
$726,000 |
114 |
|
| CREDIT SUISSE/ |
2506 |
- |
2024-03-31 |
19,111 |
$580,000 |
37 |
|
| Kestra Advisory Services LLC |
1475 |
- |
2023-12-31 |
19,489 |
$538,000 |
5,479 |
|
| RMR Wealth Builders |
154 |
- |
2024-03-31 |
16,113 |
$489,000 |
35 |
|
| Goss Wealth Management LLC |
1382 |
- |
2023-12-31 |
15,342 |
$405,000 |
9,872 |
|
| NATIONAL BANK OF CANADA /FI/ |
1154 |
- |
2023-12-31 |
15,180 |
$399,000 |
2,739 |
|
| INTL FCSTONE INC. |
236 |
- |
2024-03-31 |
11,046 |
$335,000 |
225 |
|
| Dynamic Advisors Solutions LLC |
727 |
- |
2024-03-31 |
10,988 |
$333,000 |
591 |
|
| Farther Finance Advisors LLC |
452 |
- |
2023-12-31 |
10,695 |
$295,000 |
8,733 |
|
| BB&T CORP |
2293 |
- |
2023-12-31 |
10,171 |
$281,000 |
10,171 |
|
| INSIGNEO ADVISORY SERVICES LLC |
396 |
- |
2023-12-31 |
8,232 |
$227,000 |
8,232 |
|
| TD Waterhouse Canada Inc. |
828 |
- |
2024-03-31 |
4,658 |
$146,000 |
680 |
|
| Activest Wealth Management |
73 |
- |
2024-03-31 |
4,331 |
$131,000 |
4,303 |
|
| OXFORD FINANCIAL GROUP LTD |
256 |
- |
2023-12-31 |
2,537 |
$70,000 |
669 |
|
| HANSON MCCLAIN, INC. |
1216 |
- |
2024-03-31 |
2,024 |
$61,000 |
100 |
|
| ICA Group Wealth Management LLC |
511 |
- |
2023-12-31 |
1,902 |
$52,000 |
1,902 |
|
| US BANCORP |
2851 |
- |
2024-03-31 |
1,115 |
$34,000 |
600 |
|
| Aptus Capital Advisors LLC |
710 |
- |
2023-12-31 |
1,176 |
$32,000 |
606 |
|
| Tradition Wealth Management LLC |
867 |
- |
2023-12-31 |
620 |
$17,000 |
620 |
|
| FMR LLC |
3939 |
- |
2023-12-31 |
551 |
$15,000 |
551 |
|
| Coastal Investment Advisors Inc. |
665 |
- |
2024-03-31 |
501 |
$15,000 |
501 |
|
| TOWER RESEARCH CAPITAL LLC |
4292 |
- |
2023-12-31 |
364 |
$10,000 |
364 |
|
| Archer Investment Corp |
729 |
- |
2024-03-31 |
199 |
$6,000 |
30 |
|
|
44 Records found
|
1
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