|
Institutional
Holders
Total
Institutions:
|
169 9 |
|
Total
shares held :
|
4,052,144 |
|
% of shares
held :
|
28.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
Amount
of shares held :
|
-108,183 |
|
% of shares
held change :
|
-0.77% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
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|
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/ |
1348 |
- |
2023-12-31 |
644,197 |
$37,170,000 |
-52,844 |
|
LPL FINANCIAL CORP |
1186 |
- |
2024-03-31 |
226,191 |
$12,375,000 |
-409,911 |
|
WELLS FARGO & CO/MN |
1694 |
- |
2024-03-31 |
142,276 |
$7,784,000 |
-15,893 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
16 |
- |
2024-03-31 |
117,515 |
$6,429,000 |
-103 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1020 |
- |
2024-03-31 |
116,465 |
$6,372,000 |
-15,521 |
|
Brookstone Capital Management |
243 |
- |
2024-03-31 |
74,984 |
$4,102,000 |
-2,961 |
|
PRUDENTIAL CORP PLC |
306 |
- |
2023-12-31 |
60,100 |
$3,520,000 |
-3,200 |
|
ROYAL BANK OF CANADA |
2350 |
- |
2023-12-31 |
45,413 |
$2,620,000 |
-6,410 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1565 |
- |
2024-03-31 |
41,353 |
$2,262,000 |
-602 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1209 |
- |
2024-03-31 |
39,127 |
$2,141,000 |
-2,186 |
|
Private Advisor Group LLC |
775 |
- |
2024-03-31 |
39,088 |
$2,139,000 |
-3,061 |
|
Wealthfront Advisers LLC |
483 |
- |
2024-03-31 |
36,739 |
$2,010,000 |
-4,699 |
|
JANE STREET GROUP LLC |
2525 |
- |
2023-12-31 |
31,721 |
$1,830,000 |
-18,199 |
|
GTS SECURITIES LLC |
447 |
- |
2023-12-31 |
28,277 |
$1,632,000 |
-979 |
|
Mutual Advisors LLC |
325 |
- |
2024-03-31 |
29,203 |
$1,598,000 |
-137 |
|
MML INVESTORS SERVICES LLC |
1154 |
- |
2023-12-31 |
25,430 |
$1,467,000 |
-6 |
|
Wealth Management Partners LLC |
31 |
- |
2024-03-31 |
25,079 |
$1,372,000 |
-958 |
|
AVIANCE CAPITAL PARTNERS, LLC |
136 |
- |
2024-03-31 |
20,000 |
$1,094,000 |
-10,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2464 |
- |
2024-03-31 |
19,604 |
$1,073,000 |
-26,930 |
|
Kestra Advisory Services LLC |
1096 |
- |
2023-12-31 |
17,865 |
$1,031,000 |
-2,063 |
|
STIFEL FINANCIAL CORP |
2191 |
- |
2023-12-31 |
15,739 |
$908,000 |
-1,128 |
|
FINANCIAL NETWORK |
1443 |
- |
2023-12-31 |
15,370 |
$887,000 |
-1,340 |
|
CWM LLC |
917 |
- |
2024-03-31 |
15,556 |
$851,000 |
-7,294 |
|
BANK OF NEW YORK MELLON CORP |
3231 |
- |
2024-03-31 |
14,973 |
$819,000 |
-61 |
|
RAYMOND JAMES & ASSOCIATES |
2708 |
- |
2024-03-31 |
14,843 |
$812,000 |
-2,165 |
|
Stratos Wealth Partners LTD. |
708 |
- |
2024-03-31 |
14,693 |
$804,000 |
-1,822 |
|
Atria Wealth Solutions Inc. |
974 |
- |
2023-12-31 |
13,414 |
$774,000 |
-1,558 |
|
MARINER WEALTH ADVISORS, LLC |
1717 |
- |
2023-12-31 |
11,765 |
$679,000 |
-147 |
|
AE Wealth Management LLC |
1293 |
- |
2023-12-31 |
12,580 |
$666,000 |
-265 |
|
Cetera Investment Advisers |
1361 |
- |
2023-12-31 |
11,056 |
$638,000 |
-4,279 |
|
UBS Group AG |
3845 |
- |
2023-12-31 |
9,880 |
$570,000 |
-1,325 |
|
Steward Partners Investment Advisory LLC |
944 |
- |
2023-12-31 |
9,750 |
$563,000 |
-290 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
816 |
- |
2024-03-31 |
9,863 |
$540,000 |
-399 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1591 |
- |
2024-03-31 |
8,872 |
$485,000 |
-4,247 |
|
Purus Wealth Management LLC |
68 |
- |
2024-03-31 |
8,142 |
$445,000 |
-562 |
|
PFG Advisors |
422 |
- |
2024-03-31 |
8,109 |
$444,000 |
-62 |
|
TWO SIGMA INVESTMENTS LLC |
2426 |
- |
2023-12-31 |
7,100 |
$410,000 |
-10,400 |
|
CREATIVE PLANNING |
1838 |
- |
2023-12-31 |
7,075 |
$408,000 |
-2,389 |
|
Insight Advisors LLC/ PA |
198 |
- |
2024-03-31 |
6,876 |
$376,000 |
-2,624 |
|
NBC SECURITIES INC. |
556 |
- |
2024-03-31 |
6,273 |
$343,000 |
-2,210 |
|
Granite Bay Wealth Management LLC |
|
- |
2024-03-31 |
6,018 |
$329,000 |
-591,315 |
|
Csenge Advisory Group |
559 |
- |
2024-03-31 |
5,268 |
$288,000 |
-101 |
|
Goss Wealth Management LLC |
1548 |
- |
2023-12-31 |
5,131 |
$285,000 |
-1,309 |
|
FLOW TRADERS U.S. LLC |
604 |
- |
2023-12-31 |
4,293 |
$248,000 |
-32,874 |
|
UNITED ASSET STRATEGIES, INC. |
215 |
- |
2024-03-31 |
4,444 |
$243,000 |
-37 |
|
Bickling Financial Services Inc. |
109 |
- |
2022-12-31 |
5,364 |
$220,000 |
-42 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1785 |
- |
2023-12-31 |
3,769 |
$217,000 |
-46 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1166 |
- |
2024-03-31 |
3,816 |
$209,000 |
-179 |
|
PNC FINANCIAL SERVICES GROUP INC |
2733 |
- |
2024-03-31 |
1,465 |
$80,000 |
-365 |
|
NATIONAL BANK OF CANADA /FI/ |
1637 |
- |
2023-12-31 |
781 |
$44,000 |
-3 |
|
HARBOUR INVESTMENTS INC. |
1671 |
- |
2023-12-31 |
541 |
$31,000 |
-228 |
|
PRINCIPAL SECURITIES INC. |
1830 |
- |
2024-03-31 |
509 |
$28,000 |
-7,496 |
|
AdvisorNet Financial Inc |
1046 |
- |
2024-03-31 |
380 |
$21,000 |
-917 |
|
Global Retirement Partners LLC |
1853 |
- |
2024-03-31 |
315 |
$17,000 |
-588 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1051 |
- |
2024-03-31 |
258 |
$14,000 |
-610 |
|
COMERICA BANK |
3044 |
- |
2023-12-31 |
243 |
$14,000 |
-497 |
|
Cutler Group LP |
711 |
- |
2024-03-31 |
100 |
$5,000 |
-700 |
|
GPS Wealth Strategies Group LLC |
1031 |
- |
2024-03-31 |
65 |
$4,000 |
-22 |
|
WETZEL INVESTMENT ADVISORS INC. |
928 |
- |
2024-03-31 |
20 |
$1,000 |
-195 |
|
Venturi Wealth Management LLC |
1359 |
- |
2024-03-31 |
20 |
$1,000 |
-46 |
|
Hexagon Capital Partners LLC |
1340 |
- |
2024-03-31 |
2 |
$0 |
-1 |
|
|
61 Records found
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1
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