|
Institutional
Holders
Total
Institutions:
|
64 7 |
|
Total
shares held :
|
4,123,823 |
|
% of shares
held :
|
45.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
Amount
of shares held :
|
971,918 |
|
% of shares
held change :
|
10.8% |
|
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 |
1453 |
- |
2023-12-31 |
317,835 |
$7,110,000 |
88,197 |
|
JANE STREET GROUP LLC |
1191 |
- |
2023-12-31 |
309,940 |
$6,933,000 |
192,722 |
|
SFE INVESTMENT COUNSEL |
29 |
- |
2023-12-31 |
226,086 |
$5,057,000 |
16,811 |
|
ROYAL BANK OF CANADA |
1930 |
- |
2023-12-31 |
209,757 |
$4,692,000 |
3,195 |
|
ENVESTNET ASSET MANAGEMENT INC |
1949 |
- |
2023-12-31 |
205,438 |
$4,595,000 |
-14,991 |
|
MULTIFINANCIAL SECURITIES CORP |
299 |
- |
2023-12-31 |
205,068 |
$4,587,000 |
98,924 |
|
Ironwood Wealth Management llc |
27 |
- |
2024-03-31 |
202,877 |
$4,514,000 |
7,368 |
|
MERCER GLOBAL ADVISORS INC /ADV |
497 |
- |
2023-12-31 |
200,837 |
$4,493,000 |
-47,228 |
|
MORGAN STANLEY |
3927 |
- |
2023-12-31 |
198,057 |
$4,430,000 |
-446 |
|
BANTA ASSET MANAGEMENT LP |
8 |
- |
2023-12-31 |
188,435 |
$4,215,000 |
5,500 |
|
GPM Growth Investors Inc. |
22 |
- |
2023-12-31 |
182,391 |
$4,080,000 |
1,650 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
177,941 |
$3,980,000 |
5,187 |
|
WELLS FARGO & CO/MN |
2176 |
- |
2023-12-31 |
146,539 |
$3,278,000 |
64,214 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
18 |
- |
2024-03-31 |
136,752 |
$3,043,000 |
16,591 |
|
Paradiem LLC |
66 |
*New |
2024-03-31 |
107,532 |
$2,393,000 |
107,532 |
|
OLD MISSION CAPITAL LLC |
232 |
- |
2023-12-31 |
105,886 |
$2,369,000 |
95,628 |
|
Harrison & Co Wealth Management LLC |
10 |
- |
2022-12-31 |
107,821 |
$2,305,000 |
2,685 |
|
FLOW TRADERS U.S. LLC |
203 |
*New |
2023-12-31 |
93,445 |
$2,090,000 |
93,445 |
|
AMERIPRISE FINANCIAL INC |
2785 |
- |
2023-12-31 |
91,360 |
$2,044,000 |
3,596 |
|
TRUENORTH, INC. |
33 |
- |
2024-03-31 |
91,811 |
$2,043,000 |
23,423 |
|
Equitable Holdings Inc. |
419 |
- |
2023-12-31 |
86,217 |
$1,929,000 |
18,989 |
|
S.E.E.D. Planning Group LLC |
42 |
*New |
2024-03-31 |
86,623 |
$1,927,000 |
86,623 |
|
PROSPERA FINANCIAL SERVICES |
323 |
- |
2023-12-31 |
83,092 |
$1,859,000 |
26,247 |
|
STIFEL FINANCIAL CORP |
1816 |
- |
2023-12-31 |
71,567 |
$1,601,000 |
54,548 |
|
Advisor Group Holdings Inc. |
2211 |
- |
2023-12-31 |
59,793 |
$1,337,000 |
-4,343 |
|
Orion Portfolio Solutions LLC |
881 |
*New |
2023-12-31 |
52,127 |
$1,162,000 |
52,127 |
|
TCG Advisory Services LLC |
157 |
- |
2023-12-31 |
50,894 |
$1,138,000 |
28,414 |
|
Goss Wealth Management LLC |
871 |
- |
2023-12-31 |
49,351 |
$1,104,000 |
-840 |
|
Hennion & Walsh Asset Management Inc. |
406 |
- |
2024-03-31 |
47,755 |
$1,063,000 |
12,109 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
142 |
- |
2024-03-31 |
47,100 |
$1,048,000 |
17,160 |
|
RAYMOND JAMES & ASSOCIATES |
2553 |
- |
2024-03-31 |
46,287 |
$1,030,000 |
19,133 |
|
Oder Investment Management LLC |
32 |
*New |
2023-12-31 |
42,138 |
$943,000 |
42,138 |
|
Ballew Advisors Inc |
43 |
- |
2024-03-31 |
38,672 |
$853,000 |
6,310 |
|
Robertson Stephens Wealth Management LLC |
253 |
- |
2023-12-31 |
32,225 |
$721,000 |
0 |
|
Brookstone Capital Management |
552 |
- |
2024-03-31 |
31,035 |
$691,000 |
-5,109 |
|
Private Advisor Group LLC |
1335 |
- |
2023-12-31 |
28,490 |
$637,000 |
5,011 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
291 |
- |
2023-12-31 |
27,958 |
$625,000 |
219 |
|
Legacy Financial Group LLC |
65 |
- |
2024-03-31 |
24,597 |
$547,000 |
24,597 |
|
BANK OF AMERICA CORP /DE/ |
4442 |
- |
2023-12-31 |
23,518 |
$526,000 |
2,276 |
|
UBS Group AG |
4007 |
- |
2023-12-31 |
20,151 |
$451,000 |
5,265 |
|
AlphaStar Capital Management LLC |
198 |
- |
2023-12-31 |
18,085 |
$405,000 |
1,776 |
|
4Thought Financial Group Inc. |
32 |
- |
2024-03-31 |
17,951 |
$399,000 |
-340 |
|
Private Advisory Group LLC |
156 |
- |
2023-12-31 |
17,822 |
$399,000 |
543 |
|
IFG Advisory LLC |
416 |
*New |
2023-12-31 |
17,084 |
$382,000 |
17,084 |
|
HANSON MCCLAIN, INC. |
627 |
- |
2024-03-31 |
16,430 |
$366,000 |
0 |
|
COMERICA BANK |
2024 |
- |
2023-12-31 |
15,775 |
$353,000 |
0 |
|
MONECO Advisors LLC |
320 |
- |
2024-03-31 |
12,841 |
$286,000 |
-911 |
|
Quad-Cities Investment Group LLC |
140 |
- |
2024-03-31 |
11,637 |
$259,000 |
102 |
|
FINANCIAL NETWORK |
2339 |
*New |
2023-12-31 |
11,597 |
$259,000 |
11,597 |
|
Integrated Wealth Concepts LLC |
1337 |
- |
2023-12-31 |
11,168 |
$250,000 |
526 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3374 |
*New |
2023-12-31 |
9,617 |
$215,000 |
9,617 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1230 |
- |
2023-12-31 |
9,442 |
$211,000 |
-2,866 |
|
Sound Stewardship LLC |
64 |
*New |
2023-12-31 |
9,093 |
$203,000 |
9,093 |
|
PRIVATE TRUST CO NA |
873 |
- |
2024-03-31 |
4,436 |
$99,000 |
3,121 |
|
Capital Analysts Inc. |
537 |
- |
2023-12-31 |
4,150 |
$93,000 |
716 |
|
Key Financial Inc |
367 |
- |
2023-12-31 |
3,117 |
$70,000 |
2,037 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
2,150 |
$48,000 |
1,950 |
|
Horizons Wealth Management |
95 |
- |
2024-03-31 |
2,119 |
$47,000 |
0 |
|
Tyler-Stone Wealth Management |
359 |
*New |
2023-12-31 |
2,105 |
$47,000 |
2,105 |
|
Nalls Sherbakoff Group LLC |
183 |
- |
2023-12-31 |
1,798 |
$40,000 |
1,242 |
|
SHEETS SMITH & ASSOCIATES INC |
391 |
*New |
2023-09-30 |
1,847 |
$40,000 |
1,847 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1320 |
*New |
2023-12-31 |
1,567 |
$35,000 |
1,567 |
|
GRADIENT INVESTMENTS LLC |
497 |
- |
2024-03-31 |
1,104 |
$25,000 |
247 |
|
Global Retirement Partners LLC |
2143 |
- |
2024-03-31 |
393 |
$9,000 |
-1,401 |
|
Aspect Partners LLC |
313 |
- |
2023-12-31 |
274 |
$6,000 |
0 |
|
AdvisorNet Financial Inc |
1821 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
|
Virtue Capital Management LLC |
371 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,900 |
|
PROEQUITIES INC. |
6029 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Wealthcare Advisory Partners LLC |
823 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,985 |
|
WESPAC ADVISORS, LLC |
181 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,716 |
|
SALEM INVESTMENT COUNSELORS INC |
1145 |
*Closed |
2024-03-31 |
0 |
$0 |
-29 |
|
BKM Wealth Management LLC |
482 |
*Closed |
2024-03-31 |
0 |
$0 |
-400 |
|
|
72 Records found
|
1
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