| |
Institutional
Holders
Total
Institutions:
 |
83  7 |
|
|
Total
shares held :
|
14,057,800 |
|
|
% of shares
held :
|
15.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
|
Amount
of shares held :
|
9,629,131 |
|
|
% of shares
held change :
|
10.7% |
|
| 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 |
  Kingsview Wealth Management LLC |
10 |
- |
2024-03-31 |
1,474,194 |
$61,533,000 |
690,882 |
|
| ENVESTNET ASSET MANAGEMENT INC |
816 |
- |
2023-12-31 |
770,212 |
$30,870,000 |
201,322 |
|
| KFG WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
331,916 |
$13,854,000 |
8,865 |
|
| Advisor Group Holdings Inc. |
600 |
- |
2024-03-31 |
283,819 |
$11,847,000 |
41,592 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
719 |
- |
2024-03-31 |
273,706 |
$11,424,000 |
16,499 |
|
| FINANCIAL NETWORK |
322 |
- |
2023-12-31 |
276,154 |
$11,068,000 |
27,237 |
|
| REGAL INVESTMENT ADVISORS, LLC |
24 |
- |
2023-12-31 |
269,142 |
$10,787,000 |
186,841 |
|
| Cetera Investment Advisers |
220 |
- |
2023-12-31 |
258,542 |
$10,362,000 |
54,721 |
|
| Mutual Advisors LLC |
93 |
- |
2024-03-31 |
162,244 |
$6,772,000 |
90,351 |
|
| Philip James Wealth Mangement LLC |
9 |
- |
2024-03-31 |
137,723 |
$5,749,000 |
6,719 |
|
| Guardian Financial Partners LLC |
13 |
- |
2024-03-31 |
105,967 |
$4,423,000 |
45,934 |
|
| Garden State Investment Advisory Services LLC |
17 |
- |
2023-12-31 |
101,695 |
$4,076,000 |
74,769 |
|
| BKD WEALTH ADVISORS LLC |
106 |
- |
2024-03-31 |
94,790 |
$3,957,000 |
31,620 |
|
| HIGHTOWER ADVISORS, LLC |
1103 |
- |
2024-03-31 |
85,366 |
$3,561,000 |
12,299 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
988 |
- |
2024-03-31 |
77,720 |
$3,244,000 |
3,118 |
|
| Visionary Wealth Advisors |
121 |
- |
2023-12-31 |
72,489 |
$2,905,000 |
13,860 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1019 |
- |
2024-03-31 |
62,882 |
$2,625,000 |
23,107 |
|
| IFG Advisory LLC |
158 |
- |
2024-03-31 |
58,512 |
$2,442,000 |
2,087 |
|
| LPL FINANCIAL CORP |
2520 |
- |
2024-03-31 |
46,558 |
$1,943,000 |
27,729 |
|
| Goss Wealth Management LLC |
669 |
- |
2023-12-31 |
47,296 |
$1,911,000 |
18,746 |
|
| ADVISORY SERVICES NETWORK, LLC |
467 |
- |
2024-03-31 |
45,273 |
$1,890,000 |
4,118 |
|
| Delta Investment Management LLC |
45 |
- |
2024-03-31 |
45,191 |
$1,886,000 |
27,887 |
|
| CITADEL ADVISORS LLC |
2411 |
- |
2023-12-31 |
44,562 |
$1,786,000 |
44,562 |
|
| Geneos Wealth Management Inc. |
270 |
- |
2024-03-31 |
42,417 |
$1,770,000 |
39,585 |
|
| Kestra Advisory Services LLC |
851 |
- |
2023-12-31 |
43,474 |
$1,742,000 |
1,262 |
|
| Diligent Investors LLC |
58 |
- |
2024-03-31 |
41,064 |
$1,714,000 |
25,294 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1090 |
- |
2024-03-31 |
33,656 |
$1,405,000 |
405 |
|
| Lineweaver Wealth Advisors LLC |
74 |
- |
2024-03-31 |
26,994 |
$1,127,000 |
10,479 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1699 |
- |
2023-12-31 |
28,056 |
$1,124,000 |
1,553 |
|
| FINANCIAL ARCHITECTS INC |
131 |
- |
2023-06-30 |
28,612 |
$1,084,000 |
7,623 |
|
| Soltis Investment Advisors LLC |
162 |
- |
2024-03-31 |
18,518 |
$773,000 |
9,628 |
|
| Atria Wealth Solutions Inc. |
1011 |
- |
2023-12-31 |
17,792 |
$713,000 |
12,253 |
|
| Patriot Financial Group Insurance Agency LLC |
225 |
- |
2024-03-31 |
14,950 |
$624,000 |
1,100 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
37 |
- |
2024-03-31 |
14,119 |
$589,000 |
4,335 |
|
| J.W. COLE ADVISORS INC. |
494 |
- |
2024-03-31 |
13,951 |
$582,000 |
5,805 |
|
| HARBOUR INVESTMENTS INC. |
533 |
- |
2023-12-31 |
12,593 |
$505,000 |
5,149 |
|
| Bellwether Advisors LLC |
101 |
- |
2024-03-31 |
8,396 |
$350,000 |
2,396 |
|
| Straight Path Wealth Management |
55 |
- |
2024-03-31 |
7,994 |
$334,000 |
113 |
|
| Compass Advisory Group LLC |
66 |
- |
2024-03-31 |
6,790 |
$283,000 |
363 |
|
| HAZLETT BURT & WATSON INC. |
158 |
- |
2024-03-31 |
5,220 |
$219,000 |
1,672 |
|
| Castleview Partners LLC |
215 |
- |
2024-03-31 |
3,394 |
$142,000 |
1,577 |
|
| J P MORGAN CHASE & CO |
4424 |
- |
2024-03-31 |
2,734 |
$114,000 |
141 |
|
| FMR LLC |
3499 |
- |
2023-12-31 |
914 |
$37,000 |
660 |
|
| UBS Group AG |
5854 |
- |
2023-12-31 |
420 |
$17,000 |
76 |
|
|
44 Records found
|
1
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