|
Institutional
Holders
Total
Institutions:
|
211 9 |
|
Total
shares held :
|
19,390,723 |
|
% of shares
held :
|
16.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
1,180,619 |
|
% of shares
held change :
|
0.98% |
|
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 |
CWM LLC |
25 |
- |
2024-03-31 |
1,684,629 |
$167,486,000 |
-52,400 |
|
Advisor Group Holdings Inc. |
157 |
- |
2023-12-31 |
736,704 |
$73,023,000 |
-10,353 |
|
Proficio Capital Partners LLC |
|
- |
2024-03-31 |
309,087 |
$30,308,000 |
-258,655 |
|
Fortis Group Advisors LLC |
|
- |
2024-03-31 |
274,262 |
$27,267,000 |
-329,914 |
|
Waldron LP |
23 |
- |
2023-12-31 |
198,303 |
$19,655,000 |
-24,278 |
|
NDWM LLC |
2 |
- |
2024-03-31 |
183,452 |
$18,239,000 |
-1,237 |
|
GeoWealth Management LLC |
8 |
- |
2023-12-31 |
179,843 |
$17,826,000 |
-714 |
|
TMD Wealth Management LLC |
5 |
- |
2023-12-31 |
147,414 |
$14,612,000 |
-21,970 |
|
RAYMOND JAMES & ASSOCIATES |
1008 |
- |
2024-03-31 |
131,923 |
$13,116,000 |
-90,699 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
37 |
- |
2023-12-31 |
123,162 |
$12,208,000 |
-679 |
|
AlphaCore Capital LLC |
12 |
- |
2023-12-31 |
123,027 |
$12,194,000 |
-2,563 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
114,225 |
$11,322,000 |
-691,336 |
|
FINANCIAL NETWORK |
316 |
- |
2023-12-31 |
113,369 |
$11,237,000 |
-19,668 |
|
Beacon Capital Management Inc. |
21 |
- |
2024-03-31 |
110,577 |
$10,948,000 |
-10,385 |
|
PROSPERA FINANCIAL SERVICES |
59 |
- |
2023-12-31 |
100,228 |
$9,935,000 |
-37,846 |
|
FLAGSHIP HARBOR ADVISORS LLC |
29 |
- |
2024-03-31 |
98,072 |
$9,750,000 |
-94,166 |
|
Legacy CG LLC |
9 |
- |
2024-03-31 |
91,628 |
$9,110,000 |
-29,243 |
|
EP WEALTH ADVISORS, INC. |
113 |
- |
2023-12-31 |
90,278 |
$8,948,000 |
-208 |
|
Oakmont Partners LLC |
106 |
- |
2024-03-31 |
79,827 |
$7,936,000 |
-48,887 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
75,272 |
$7,483,000 |
-8,687 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
|
- |
2023-12-31 |
59,225 |
$5,870,000 |
-131,098 |
|
KINGFISHER CAPITAL LLC |
25 |
- |
2023-12-31 |
51,323 |
$5,087,000 |
-1,073 |
|
Goss Wealth Management LLC |
345 |
- |
2023-12-31 |
50,433 |
$5,000,000 |
-35,823 |
|
ST GERMAIN D J CO INC |
90 |
- |
2024-03-31 |
49,828 |
$4,954,000 |
-1,279 |
|
MML INVESTORS SERVICES LLC |
640 |
- |
2023-12-31 |
45,910 |
$4,551,000 |
-2,892 |
|
GYL Financial Synergies LLC |
76 |
- |
2023-12-31 |
40,915 |
$4,055,000 |
-3,930 |
|
JANNEY MONTGOMERY SCOTT LLC |
903 |
- |
2024-03-31 |
34,595 |
$3,439,000 |
-21,326 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1343 |
- |
2024-03-31 |
34,441 |
$3,424,000 |
-58,739 |
|
Vectors Research Management LLC |
24 |
- |
2023-12-31 |
33,391 |
$3,349,000 |
-1,354 |
|
COURIER CAPITAL CORP |
91 |
- |
2024-03-31 |
32,824 |
$3,263,000 |
-734 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
42 |
- |
2023-12-31 |
28,910 |
$2,866,000 |
-3,424 |
|
Carr Financial Group Corp |
22 |
- |
2024-03-31 |
28,761 |
$2,859,000 |
-7,598 |
|
DB Wealth Management Group LLC |
15 |
- |
2023-12-31 |
26,986 |
$2,675,000 |
-4,624 |
|
Alpha Financial Partners LLC |
10 |
- |
2023-12-31 |
24,098 |
$2,389,000 |
-1,533 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1157 |
- |
2024-03-31 |
23,536 |
$2,340,000 |
-3,757 |
|
MONEY CONCEPTS CAPITAL CORP |
126 |
- |
2024-03-31 |
23,315 |
$2,318,000 |
-48,578 |
|
Stratos Wealth Advisors LLC |
193 |
- |
2024-03-31 |
20,207 |
$2,009,000 |
-4,412 |
|
Ameritas Advisory Services LLC |
180 |
- |
2023-12-31 |
19,790 |
$1,963,000 |
-29,843 |
|
Belpointe Asset Management LLC |
129 |
- |
2023-12-31 |
17,839 |
$1,768,000 |
-37,716 |
|
Fortis Capital Advisors LLC |
22 |
- |
2023-12-31 |
17,839 |
$1,768,000 |
-37,716 |
|
MCF Advisors LLC |
64 |
- |
2024-03-31 |
14,332 |
$1,425,000 |
-2,184 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
13,792 |
$1,367,000 |
-10,417 |
|
Advance Capital Management Inc. |
36 |
- |
2024-03-31 |
13,677 |
$1,360,000 |
-38,600 |
|
WJ Wealth Management LLC |
40 |
- |
2024-03-31 |
13,610 |
$1,353,000 |
-9,661 |
|
Kohmann Bosshard Financial Services LLC |
69 |
- |
2024-03-31 |
13,136 |
$1,306,000 |
-22 |
|
Total Clarity Wealth Management Inc. |
70 |
- |
2024-03-31 |
11,866 |
$1,180,000 |
-8,774 |
|
Jacobi Capital Management LLC |
168 |
- |
2023-12-31 |
11,708 |
$1,160,000 |
-4,872 |
|
Clear Creek Financial Management LLC |
132 |
- |
2024-03-31 |
11,366 |
$1,130,000 |
-867 |
|
Atria Wealth Solutions Inc. |
832 |
- |
2023-12-31 |
10,580 |
$1,049,000 |
-3,388 |
|
RiverTree Advisors LLC |
23 |
- |
2024-03-31 |
9,364 |
$931,000 |
-4,186 |
|
Values First Advisors Inc. |
55 |
- |
2024-03-31 |
8,965 |
$891,000 |
-3,159 |
|
WAGNER CAPITAL MANAGEMENT CORP |
179 |
- |
2024-03-31 |
7,534 |
$749,000 |
-972 |
|
JANE STREET GROUP LLC |
3544 |
- |
2023-12-31 |
7,310 |
$725,000 |
-39,395 |
|
True Wealth Design LLC |
97 |
- |
2023-12-31 |
7,297 |
$723,000 |
-713 |
|
Sound Financial Strategies Group LLC |
11 |
- |
2023-12-31 |
7,219 |
$716,000 |
-4,076 |
|
Northwest Capital Management Inc |
61 |
- |
2024-03-31 |
6,956 |
$692,000 |
-503 |
|
PRIVATE TRUST CO NA |
318 |
- |
2024-03-31 |
6,340 |
$630,000 |
-203 |
|
ADVISORY SERVICES NETWORK, LLC |
805 |
- |
2023-12-31 |
6,288 |
$623,000 |
-150 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3767 |
- |
2023-12-31 |
5,055 |
$501,000 |
-20,396 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
|
- |
2024-03-31 |
4,994 |
$497,000 |
-2,030 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
738 |
- |
2023-12-31 |
4,702 |
$466,000 |
-3,807 |
|
Wealthcare Advisory Partners LLC |
562 |
- |
2024-03-31 |
4,321 |
$430,000 |
-1,603 |
|
WealthTrust Asset Management LLC |
|
- |
2024-03-31 |
4,318 |
$429,000 |
-20,755 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
4,235 |
$421,000 |
-40 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
837 |
- |
2023-12-31 |
3,946 |
$391,000 |
-1,000 |
|
Castleview Partners LLC |
90 |
- |
2023-12-31 |
3,723 |
$369,000 |
-231 |
|
AE Wealth Management LLC |
1611 |
- |
2023-12-31 |
3,534 |
$352,000 |
-540 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
184 |
- |
2023-12-31 |
3,536 |
$351,000 |
-63,232 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
|
- |
2024-03-31 |
3,524 |
$350,000 |
-700 |
|
Portside Wealth Group LLC |
259 |
- |
2024-03-31 |
3,260 |
$324,000 |
-548 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
|
- |
2024-03-31 |
3,210 |
$319,000 |
-436 |
|
Worth Asset Management LLC |
85 |
- |
2024-03-31 |
3,088 |
$307,000 |
-865 |
|
Nemes Rush Group LLC |
140 |
- |
2023-12-31 |
3,078 |
$305,000 |
-1,000 |
|
Trinity Legacy Partners LLC |
83 |
- |
2024-03-31 |
2,929 |
$291,000 |
-41,663 |
|
Arrowroot Family Office LLC |
105 |
- |
2023-12-31 |
2,827 |
$280,000 |
-778 |
|
AlphaQ Advisors LLC |
|
- |
2024-03-31 |
2,625 |
$261,000 |
-775 |
|
GREAT VALLEY ADVISOR GROUP INC. |
622 |
- |
2023-12-31 |
2,495 |
$247,000 |
-467 |
|
FINANCIAL ARCHITECTS INC |
288 |
- |
2023-06-30 |
2,475 |
$246,000 |
-2,755 |
|
CREATIVE PLANNING |
2244 |
- |
2023-12-31 |
2,453 |
$243,000 |
-325 |
|
NBC SECURITIES INC. |
700 |
- |
2024-03-31 |
2,255 |
$224,000 |
-4,511 |
|
Farther Finance Advisors LLC |
886 |
- |
2023-12-31 |
770 |
$76,000 |
-237 |
|
WELLS FARGO & CO/MN |
4879 |
- |
2023-12-31 |
249 |
$25,000 |
-6,419 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
219 |
$22,000 |
-141 |
|
HARBOUR INVESTMENTS INC. |
1904 |
- |
2023-12-31 |
180 |
$18,000 |
-382 |
|
J P MORGAN CHASE & CO |
5018 |
- |
2023-12-31 |
133 |
$13,000 |
-22 |
|
|
85 Records found
|
1
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