|
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 |
UBS Group AG |
1479 |
- |
2023-12-31 |
349,032 |
$9,626,000 |
-11,967 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
27 |
- |
2024-03-31 |
281,826 |
$8,548,000 |
-27,521 |
|
PRUDENTIAL CORP PLC |
212 |
- |
2023-12-31 |
198,410 |
$5,617,000 |
-16,700 |
|
MULTIFINANCIAL SECURITIES CORP |
266 |
- |
2023-12-31 |
188,558 |
$5,200,000 |
-14,928 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1234 |
- |
2024-03-31 |
146,724 |
$4,450,000 |
-52,799 |
|
KFG WEALTH MANAGEMENT LLC |
14 |
- |
2024-03-31 |
146,139 |
$4,432,000 |
-12,467 |
|
ROYAL BANK OF CANADA |
2056 |
- |
2023-12-31 |
144,649 |
$3,989,000 |
-87,948 |
|
GERBER LLC |
10 |
- |
2024-03-31 |
98,555 |
$2,989,000 |
-783 |
|
Advisor Group Holdings Inc. |
1477 |
- |
2024-03-31 |
88,879 |
$2,696,000 |
-35,530 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1115 |
- |
2024-03-31 |
84,423 |
$2,561,000 |
-12,356 |
|
RAYMOND JAMES & ASSOCIATES |
2002 |
- |
2024-03-31 |
83,654 |
$2,537,000 |
-17,301 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1565 |
- |
2024-03-31 |
78,961 |
$2,395,000 |
-40,077 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1543 |
- |
2024-03-31 |
78,578 |
$2,383,000 |
-4,702 |
|
Purus Wealth Management LLC |
26 |
- |
2024-03-31 |
70,813 |
$2,148,000 |
-2,949 |
|
Mutual Advisors LLC |
300 |
- |
2024-03-31 |
58,107 |
$1,762,000 |
-780 |
|
Wealthfront Advisers LLC |
513 |
- |
2024-03-31 |
57,025 |
$1,730,000 |
-3,699 |
|
JANE STREET GROUP LLC |
2754 |
- |
2023-12-31 |
53,352 |
$1,471,000 |
-1,670 |
|
CWM LLC |
734 |
- |
2024-03-31 |
44,277 |
$1,343,000 |
-10,381 |
|
HIGHTOWER ADVISORS, LLC |
1716 |
- |
2024-03-31 |
36,587 |
$1,113,000 |
-5,783 |
|
MARINER WEALTH ADVISORS, LLC |
1386 |
- |
2023-12-31 |
38,315 |
$1,057,000 |
-1,232 |
|
GOLDMAN SACHS GROUP INC/ |
3523 |
- |
2023-12-31 |
36,056 |
$994,000 |
-30,842 |
|
Sowell Financial Services LLC |
352 |
- |
2024-03-31 |
31,005 |
$940,000 |
-11,439 |
|
Financial Advocates Investment Management |
325 |
- |
2024-03-31 |
29,766 |
$903,000 |
-252 |
|
Atomi Financial Group Inc. |
200 |
- |
2024-03-31 |
29,305 |
$889,000 |
-964 |
|
Qube Research & Technologies Ltd |
1719 |
- |
2023-12-31 |
30,908 |
$852,000 |
-40,786 |
|
Private Advisor Group LLC |
1320 |
- |
2024-03-31 |
23,762 |
$721,000 |
-138 |
|
CITIGROUP INC |
2560 |
- |
2024-03-31 |
21,778 |
$661,000 |
-5,563 |
|
FINANCIAL NETWORK |
1680 |
- |
2023-12-31 |
23,164 |
$639,000 |
-482 |
|
MML INVESTORS SERVICES LLC |
1681 |
- |
2023-12-31 |
20,269 |
$559,000 |
-814 |
|
Equitable Holdings Inc. |
732 |
- |
2023-12-31 |
20,139 |
$555,000 |
-2,157 |
|
FINANCIAL ARCHITECTS INC |
211 |
- |
2023-06-30 |
22,710 |
$475,000 |
-134 |
|
Insight Advisors LLC/ PA |
173 |
- |
2024-03-31 |
14,715 |
$446,000 |
-1,388 |
|
FIRST HEARTLAND CONSULTANTS INC |
267 |
- |
2024-03-31 |
14,452 |
$438,000 |
-246 |
|
Granite Bay Wealth Management LLC |
|
- |
2024-03-31 |
13,770 |
$418,000 |
-1,555,545 |
|
Baird Financial Group Inc. |
1433 |
- |
2023-12-31 |
14,357 |
$396,000 |
-4,518 |
|
ANCORA ADVISORS, LLC |
520 |
- |
2023-12-31 |
13,514 |
$373,000 |
-468 |
|
AE Wealth Management LLC |
1592 |
- |
2023-12-31 |
14,439 |
$371,000 |
-3,181 |
|
Trilogy Capital Inc. |
230 |
- |
2024-03-31 |
12,163 |
$369,000 |
-3,356 |
|
Cetera Investment Advisers |
1667 |
- |
2023-12-31 |
13,039 |
$360,000 |
-3,542 |
|
AdvisorNet Financial Inc |
374 |
- |
2024-03-31 |
10,839 |
$329,000 |
-200 |
|
Steward Partners Investment Advisory LLC |
1218 |
- |
2023-12-31 |
10,739 |
$296,000 |
-510 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
540 |
- |
2024-03-31 |
9,764 |
$292,000 |
-1,540 |
|
Integrated Wealth Concepts LLC |
1294 |
- |
2023-12-31 |
10,022 |
$276,000 |
-115 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1056 |
- |
2024-03-31 |
8,746 |
$265,000 |
-566 |
|
Csenge Advisory Group |
594 |
- |
2024-03-31 |
8,463 |
$257,000 |
-402 |
|
Envestnet Portfolio Solutions Inc. |
1478 |
- |
2024-03-31 |
7,769 |
$236,000 |
-8,608 |
|
Bickling Financial Services Inc. |
108 |
- |
2022-12-31 |
16,404 |
$234,000 |
-1,766 |
|
Gerber Kawasaki Wealth & Investment Management |
238 |
- |
2023-12-31 |
8,152 |
$225,000 |
-5,846 |
|
IFP Advisors Inc |
1061 |
- |
2023-12-31 |
5,487 |
$151,000 |
-2,542 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1624 |
- |
2023-12-31 |
5,169 |
$143,000 |
-3,998 |
|
Smartleaf Asset Management LLC |
387 |
- |
2024-03-31 |
4,958 |
$140,000 |
-479 |
|
Main Management LLC |
81 |
- |
2023-12-31 |
3,358 |
$93,000 |
-1,284 |
|
NBC SECURITIES INC. |
1014 |
- |
2024-03-31 |
2,500 |
$75,000 |
-2,000 |
|
GPS Wealth Strategies Group LLC |
492 |
- |
2024-03-31 |
1,771 |
$54,000 |
-358 |
|
BANK OF AMERICA CORP /DE/ |
5477 |
- |
2023-12-31 |
1,888 |
$52,000 |
-1,109 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
1,523 |
$42,000 |
-331 |
|
BARCLAYS PLC |
3721 |
- |
2023-12-31 |
1,521 |
$41,000 |
-1,085 |
|
PROEQUITIES INC. |
1423 |
- |
2024-03-31 |
848 |
$26,000 |
-684 |
|
PRINCIPAL SECURITIES INC. |
1870 |
- |
2024-03-31 |
868 |
$26,000 |
-25 |
|
Global Trust Asset Management LLC |
302 |
- |
2024-03-31 |
800 |
$24,000 |
-700 |
|
COMERICA BANK |
2926 |
- |
2023-12-31 |
800 |
$22,000 |
-333 |
|
PNC FINANCIAL SERVICES GROUP INC |
3604 |
- |
2024-03-31 |
414 |
$13,000 |
-1,174 |
|
Venturi Wealth Management LLC |
924 |
- |
2024-03-31 |
349 |
$11,000 |
-23 |
|
Bank Julius Baer & Co. Ltd Zurich |
495 |
- |
2023-12-31 |
360 |
$10,000 |
-4 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2045 |
- |
2024-03-31 |
185 |
$6,000 |
-70 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1352 |
- |
2024-03-31 |
130 |
$4,000 |
-70 |
|
Team Financial Group LLC |
169 |
- |
2023-12-31 |
108 |
$3,000 |
-20 |
|
Beacon Capital Management LLC |
987 |
- |
2023-12-31 |
15 |
$0 |
-220 |
|
|
68 Records found
|
1
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