|
Institutional
Holders
Total
Institutions:
|
75 4 |
|
Total
shares held :
|
2,276,945 |
|
% of shares
held :
|
2.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-608,512 |
|
% of shares
held change :
|
-0.68% |
|
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 |
Valtinson Bruner Financial Planning LLC |
4 |
- |
2024-03-31 |
228,213 |
$8,124,000 |
-6,769 |
|
Penserra Capital Management LLC |
137 |
- |
2023-12-31 |
178,752 |
$6,053,000 |
27,984 |
|
RAYMOND JAMES & ASSOCIATES |
1568 |
- |
2024-03-31 |
141,863 |
$5,050,000 |
834 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1308 |
- |
2024-03-31 |
113,002 |
$4,023,000 |
-20,961 |
|
ENVESTNET ASSET MANAGEMENT INC |
2177 |
- |
2023-12-31 |
93,809 |
$3,177,000 |
-2,155 |
|
Advisor Group Holdings Inc. |
1360 |
- |
2024-03-31 |
89,101 |
$3,172,000 |
-24,130 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
34 |
- |
2024-03-31 |
66,713 |
$2,375,000 |
-1,977 |
|
BECK CAPITAL MANAGEMENT LLC |
56 |
- |
2023-12-31 |
61,004 |
$2,066,000 |
-6,028 |
|
MML INVESTORS SERVICES LLC |
1021 |
- |
2023-12-31 |
55,935 |
$1,894,000 |
68 |
|
Collaborative Wealth Managment Inc. |
30 |
- |
2024-03-31 |
46,679 |
$1,662,000 |
-4,000 |
|
Focus Financial Network Inc. |
201 |
- |
2024-03-31 |
44,017 |
$1,561,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
248 |
- |
2023-12-31 |
44,017 |
$1,491,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
1591 |
- |
2024-03-31 |
38,743 |
$1,379,000 |
-7,047 |
|
Chicago Partners Investment Group LLC |
271 |
- |
2024-03-31 |
37,190 |
$1,329,000 |
0 |
|
AE Wealth Management LLC |
1057 |
- |
2023-12-31 |
37,160 |
$1,281,000 |
-3,233 |
|
Strategic Blueprint LLC |
208 |
- |
2024-03-31 |
35,472 |
$1,263,000 |
-1,314 |
|
JANNEY MONTGOMERY SCOTT LLC |
1411 |
- |
2024-03-31 |
33,933 |
$1,208,000 |
-14,154 |
|
LINCOLN NATIONAL CORP |
467 |
- |
2024-03-31 |
33,236 |
$1,183,000 |
-5,903 |
|
RETIREMENT PLANNING GROUP |
90 |
- |
2024-03-31 |
30,211 |
$1,076,000 |
-143,033 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
31,455 |
$1,065,000 |
-14,120 |
|
Lion Street Advisors LLC |
42 |
- |
2024-03-31 |
31,397 |
$1,063,000 |
0 |
|
BB&T CORP |
1535 |
- |
2023-12-31 |
31,084 |
$1,053,000 |
-7,842 |
|
FINANCIAL NETWORK |
1373 |
- |
2023-12-31 |
29,625 |
$1,003,000 |
-150 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1732 |
- |
2024-03-31 |
27,726 |
$987,000 |
-1,959 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2059 |
- |
2024-03-31 |
27,648 |
$984,000 |
-1,195 |
|
SIGNATUREFD, LLC |
315 |
- |
2024-03-31 |
27,313 |
$972,000 |
0 |
|
KFG WEALTH MANAGEMENT LLC |
51 |
- |
2024-03-31 |
27,131 |
$966,000 |
0 |
|
Kestra Advisory Services LLC |
1168 |
- |
2023-12-31 |
26,849 |
$909,000 |
7,264 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
60 |
- |
2024-03-31 |
24,802 |
$882,000 |
-169 |
|
OLD MISSION CAPITAL LLC |
478 |
- |
2023-12-31 |
24,579 |
$832,000 |
-17,742 |
|
Snowden Capital Advisors LLC |
507 |
- |
2023-12-31 |
22,318 |
$756,000 |
0 |
|
Outlook Wealth Advisors LLC |
96 |
- |
2024-03-31 |
20,011 |
$712,000 |
-1,639 |
|
DHJJ Financial Advisors Ltd. |
61 |
- |
2024-03-31 |
19,450 |
$692,000 |
-687 |
|
CoreCap Advisors LLC |
315 |
- |
2023-12-31 |
18,270 |
$619,000 |
973 |
|
Maltin Wealth Management Inc. |
71 |
- |
2024-03-31 |
15,820 |
$563,000 |
-261 |
|
GILL CAPITAL PARTNERS LLC |
63 |
- |
2024-03-31 |
14,835 |
$532,000 |
0 |
|
Fragasso Group Inc. |
159 |
- |
2024-03-31 |
14,848 |
$529,000 |
0 |
|
Sigma Planning Corp |
728 |
- |
2024-03-31 |
14,809 |
$527,000 |
6,541 |
|
Stratos Wealth Advisors LLC |
456 |
- |
2024-03-31 |
14,124 |
$503,000 |
0 |
|
LPL FINANCIAL CORP |
3705 |
*New |
2024-03-31 |
14,058 |
$500,000 |
14,058 |
|
Allegiance Financial Group Advisory Services LLC |
48 |
- |
2024-03-31 |
13,114 |
$467,000 |
0 |
|
RETIREMENT GUYS FORMULA LLC |
97 |
- |
2024-03-31 |
13,061 |
$465,000 |
0 |
|
Secure Asset Management LLC |
137 |
*New |
2024-03-31 |
12,896 |
$459,000 |
12,896 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3562 |
- |
2024-03-31 |
12,614 |
$449,000 |
6,171 |
|
Arete Wealth Advisors LLC |
455 |
*New |
2023-12-31 |
12,198 |
$413,000 |
12,198 |
|
SRS Capital Advisors Inc. |
189 |
- |
2023-12-31 |
11,909 |
$403,000 |
-1,174 |
|
BCS Wealth Management |
165 |
- |
2024-03-31 |
10,667 |
$380,000 |
-11,513 |
|
RFG Advisory Group LLC |
557 |
- |
2024-03-31 |
10,583 |
$377,000 |
10,583 |
|
Pinnacle Wealth Management Group Inc. |
69 |
- |
2024-03-31 |
10,470 |
$373,000 |
-3,000 |
|
Beacon Pointe Advisors LLC |
985 |
- |
2023-12-31 |
10,777 |
$365,000 |
-2,451 |
|
FINANCIAL ARCHITECTS INC |
243 |
- |
2023-06-30 |
11,184 |
$355,000 |
0 |
|
Spire Wealth Management |
611 |
- |
2024-03-31 |
9,950 |
$354,000 |
0 |
|
Brookstone Capital Management |
708 |
- |
2024-03-31 |
9,611 |
$342,000 |
-2,822 |
|
TOWNSQUARE CAPITAL LLC |
881 |
- |
2023-12-31 |
9,947 |
$337,000 |
-4,955 |
|
Bluesphere Advisors LLC |
71 |
- |
2024-03-31 |
9,391 |
$334,000 |
-366 |
|
Kathmere Capital Management LLC |
218 |
- |
2024-03-31 |
8,982 |
$320,000 |
-1,754 |
|
Orion Capital Management LLC |
89 |
- |
2024-03-31 |
8,700 |
$310,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1409 |
- |
2023-12-31 |
8,976 |
$304,000 |
-1,892 |
|
Kingsview Wealth Management LLC |
815 |
- |
2024-03-31 |
8,292 |
$295,000 |
0 |
|
Lantz Financial LLC |
167 |
- |
2024-03-31 |
8,272 |
$294,000 |
-340 |
|
ROYAL BANK OF CANADA |
4146 |
- |
2023-12-31 |
8,403 |
$285,000 |
4,794 |
|
HANSON MCCLAIN, INC. |
694 |
- |
2024-03-31 |
7,580 |
$270,000 |
0 |
|
Berkshire Money Management Inc. |
72 |
- |
2024-03-31 |
7,335 |
$261,000 |
7,335 |
|
Soltis Investment Advisors LLC |
261 |
- |
2024-03-31 |
7,269 |
$259,000 |
0 |
|
H D Vest Advisory Services |
1397 |
- |
2024-03-31 |
7,087 |
$252,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
559 |
- |
2024-03-31 |
7,045 |
$251,000 |
-1,155 |
|
Pathway Financial Advisors LLC |
143 |
- |
2024-03-31 |
6,620 |
$236,000 |
0 |
|
CENTRAL VALLEY ADVISORS LLC |
151 |
*New |
2024-03-31 |
5,739 |
$204,000 |
5,739 |
|
PRINCIPAL SECURITIES INC. |
1121 |
- |
2024-03-31 |
4,140 |
$147,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
986 |
- |
2023-12-31 |
4,294 |
$145,000 |
-1,960 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1108 |
- |
2024-03-31 |
2,640 |
$94,000 |
0 |
|
UBS Group AG |
5126 |
- |
2023-12-31 |
2,004 |
$68,000 |
2,004 |
|
Steward Partners Investment Advisory LLC |
1871 |
- |
2023-12-31 |
1,867 |
$63,000 |
0 |
|
Integrity Financial Corp /WA |
146 |
- |
2024-03-31 |
1,629 |
$58,000 |
0 |
|
Castleview Partners LLC |
347 |
- |
2024-03-31 |
1,490 |
$53,000 |
-282 |
|
IFP Advisors Inc |
1635 |
- |
2023-12-31 |
1,097 |
$37,000 |
-285 |
|
BANK OF MONTREAL /CAN/ |
3121 |
- |
2023-12-31 |
750 |
$25,000 |
-1,000 |
|
CWM LLC |
3239 |
- |
2024-03-31 |
322 |
$11,000 |
0 |
|
Sutton Wealth Advisors Inc. |
565 |
- |
2023-09-30 |
198 |
$6,000 |
0 |
|
Global Trust Asset Management LLC |
435 |
- |
2024-03-31 |
26 |
$1,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1864 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,116 |
|
Arkadios Wealth Advisors |
705 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,483 |
|
Rockbridge Investment Management LCC |
808 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,178 |
|
CITADEL ADVISORS LLC |
5691 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,982 |
|
MORGAN STANLEY |
7368 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,000 |
|
US BANCORP |
3881 |
*Closed |
2024-03-31 |
0 |
$0 |
-64 |
|
ST GERMAIN D J CO INC |
777 |
*Closed |
2024-03-31 |
0 |
$0 |
-3 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
1116 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,300 |
|
PROEQUITIES INC. |
8571 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
5508 |
*Closed |
2023-12-31 |
0 |
$0 |
-4 |
|
|
90 Records found
|
1
|
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