|
Institutional
Holders
Total
Institutions:
|
158 4 |
|
Total
shares held :
|
7,087,038 |
|
% of shares
held :
|
7.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-30,595 |
|
% of shares
held change :
|
-0.03% |
|
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 |
932 |
- |
2023-12-31 |
605,309 |
$17,742,000 |
-16,549 |
|
PNC FINANCIAL SERVICES GROUP INC |
428 |
- |
2023-12-31 |
511,298 |
$14,986,000 |
-18,748 |
|
MORGAN STANLEY |
2977 |
- |
2023-12-31 |
502,836 |
$14,738,000 |
6,404 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
105 |
- |
2023-12-31 |
444,853 |
$13,039,000 |
-57,500 |
|
BANK OF AMERICA CORP /DE/ |
2312 |
- |
2023-12-31 |
363,711 |
$10,660,000 |
45,802 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
332,636 |
$9,750,000 |
159,210 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
864 |
- |
2023-12-31 |
261,482 |
$7,664,000 |
138,803 |
|
Kestra Advisory Services LLC |
345 |
- |
2023-12-31 |
245,769 |
$7,203,000 |
8,098 |
|
J P MORGAN CHASE & CO |
2358 |
- |
2023-12-31 |
196,496 |
$5,759,000 |
20,461 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
634 |
- |
2023-12-31 |
193,653 |
$5,676,000 |
-19,730 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
|
- |
2023-12-31 |
181,890 |
$5,331,000 |
13,254 |
|
Black Swift Group LLC |
|
- |
2023-12-31 |
159,040 |
$4,661,000 |
88,025 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1176 |
- |
2023-12-31 |
155,564 |
$4,560,000 |
113,107 |
|
ROYAL BANK OF CANADA |
2094 |
- |
2023-12-31 |
127,104 |
$3,725,000 |
49,932 |
|
Biltmore Family Office LLC |
21 |
- |
2023-12-31 |
124,573 |
$3,655,000 |
13,975 |
|
RAYMOND JAMES & ASSOCIATES |
1725 |
- |
2023-12-31 |
123,020 |
$3,606,000 |
9,800 |
|
ENVESTNET ASSET MANAGEMENT INC |
2120 |
- |
2023-12-31 |
120,374 |
$3,528,000 |
18,262 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
130 |
- |
2023-12-31 |
119,615 |
$3,506,000 |
5,895 |
|
WealthBridge Investment Counsel Inc. |
36 |
- |
2024-03-31 |
95,400 |
$2,838,000 |
-900 |
|
HIGHTOWER ADVISORS, LLC |
1263 |
- |
2023-12-31 |
90,236 |
$2,642,000 |
16,595 |
|
Change Path LLC |
125 |
- |
2023-12-31 |
84,358 |
$2,472,000 |
-16,943 |
|
Masso Torrence Wealth Management Inc. |
19 |
- |
2023-12-31 |
78,473 |
$2,300,000 |
-446 |
|
Farrow Financial Inc. |
16 |
- |
2023-12-31 |
77,550 |
$2,273,000 |
0 |
|
Migdal Insurance & Financial Holdings Ltd. |
114 |
- |
2023-12-31 |
68,500 |
$2,017,000 |
0 |
|
Pinnacle Wealth Management Group Inc. |
18 |
- |
2023-12-31 |
68,812 |
$2,017,000 |
518 |
|
IHT Wealth Management LLC |
222 |
- |
2023-12-31 |
68,517 |
$2,008,000 |
4,799 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
68,111 |
$1,996,000 |
7,014 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1695 |
- |
2023-12-31 |
65,560 |
$1,922,000 |
-15,010 |
|
Price Capital Management Inc. |
|
*New |
2023-12-31 |
61,050 |
$1,789,000 |
61,050 |
|
Essex LLC |
60 |
- |
2023-12-31 |
58,619 |
$1,718,000 |
-30,035 |
|
Advisor Group Holdings Inc. |
1981 |
- |
2023-12-31 |
58,355 |
$1,711,000 |
1,777 |
|
MML INVESTORS SERVICES LLC |
1089 |
- |
2023-12-31 |
57,473 |
$1,685,000 |
-16,978 |
|
Cetera Investment Advisers |
879 |
- |
2023-12-31 |
54,762 |
$1,605,000 |
-10,352 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
844 |
- |
2023-12-31 |
52,865 |
$1,549,000 |
-1,004 |
|
TAP Consulting LLC |
76 |
- |
2023-12-31 |
47,990 |
$1,407,000 |
-2,943 |
|
FINANCIAL NETWORK |
1175 |
- |
2023-12-31 |
46,534 |
$1,364,000 |
1,866 |
|
Northeast Financial Consultants Inc |
128 |
- |
2023-12-31 |
42,718 |
$1,252,000 |
0 |
|
NewEdge Wealth LLC |
369 |
- |
2023-12-31 |
42,022 |
$1,232,000 |
-6,452 |
|
Ratio Wealth Group |
44 |
- |
2023-12-31 |
40,631 |
$1,191,000 |
2,497 |
|
ERn Financial LLC |
84 |
- |
2024-03-31 |
37,363 |
$1,112,000 |
-1,457 |
|
STALEY CAPITAL ADVISERS INC |
101 |
- |
2023-12-31 |
35,900 |
$1,052,000 |
0 |
|
UBS Group AG |
3425 |
- |
2023-12-31 |
33,363 |
$978,000 |
-1,706 |
|
U.S. Capital Wealth Advisors LLC |
340 |
- |
2023-12-31 |
32,815 |
$962,000 |
-13,550 |
|
TCG Advisory Services LLC |
167 |
- |
2023-12-31 |
30,165 |
$884,000 |
-4,899 |
|
Prosperity Wealth Management Inc. |
29 |
- |
2023-12-31 |
27,964 |
$820,000 |
-1,431 |
|
Brendel Financial Advisors LLC |
46 |
- |
2023-12-31 |
27,945 |
$819,000 |
-721 |
|
HBW Advisory Services LLC |
141 |
- |
2024-03-31 |
26,933 |
$790,000 |
0 |
|
Cresset Asset Management LLC |
993 |
- |
2023-12-31 |
25,942 |
$761,000 |
-1,279 |
|
Lionsbridge Wealth Management LLC |
50 |
- |
2023-12-31 |
25,548 |
$749,000 |
16,357 |
|
Archford Capital Strategies LLC |
134 |
- |
2023-12-31 |
25,511 |
$748,000 |
-1,349 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
|
- |
2023-12-31 |
25,149 |
$737,000 |
2,090 |
|
Accel Wealth Management |
82 |
- |
2024-03-31 |
23,543 |
$700,000 |
-1,415 |
|
True Capital Management |
50 |
- |
2023-03-31 |
29,483 |
$691,000 |
-516 |
|
JANE STREET GROUP LLC |
3632 |
- |
2023-12-31 |
22,641 |
$664,000 |
-474,002 |
|
NCM Capital Management LLC |
68 |
- |
2023-12-31 |
22,633 |
$663,000 |
675 |
|
STIFEL FINANCIAL CORP |
2403 |
- |
2023-12-31 |
22,561 |
$661,000 |
-4,306 |
|
Eagle Strategies LLC |
|
- |
2023-12-31 |
20,674 |
$606,000 |
-31 |
|
Phoenix Wealth Advisors |
50 |
- |
2023-12-31 |
19,266 |
$550,000 |
1,142 |
|
GeoWealth Management LLC |
327 |
- |
2023-12-31 |
17,711 |
$519,000 |
-2,126 |
|
Resources Investment Advisors Inc. |
704 |
- |
2023-12-31 |
17,377 |
$509,000 |
-296 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1257 |
- |
2023-09-30 |
19,996 |
$486,000 |
0 |
|
OROURKE & COMPANY Inc |
77 |
- |
2024-03-31 |
15,815 |
$471,000 |
1,703 |
|
Private Advisor Group LLC |
1527 |
- |
2023-12-31 |
15,686 |
$460,000 |
-2,686 |
|
Gladstone Institutional Advisory LLC |
441 |
- |
2023-12-31 |
14,770 |
$433,000 |
-2,320 |
|
BANK OF MONTREAL /CAN/ |
2131 |
- |
2023-12-31 |
14,381 |
$426,000 |
-1,085 |
|
Equitable Holdings Inc. |
822 |
- |
2023-12-31 |
14,483 |
$424,000 |
-3,665 |
|
SIMPLEX TRADING LLC |
707 |
- |
2023-12-31 |
14,047 |
$411,000 |
11,119 |
|
Stratos Wealth Partners LTD. |
1014 |
*New |
2024-03-31 |
11,847 |
$352,000 |
11,847 |
|
Per Stirling Capital Management LLC. |
161 |
*New |
2023-12-31 |
11,680 |
$342,000 |
11,680 |
|
Camden Capital LLC |
224 |
- |
2023-12-31 |
11,674 |
$342,000 |
-200 |
|
All Season Financial Advisors Inc. |
90 |
- |
2024-03-31 |
11,420 |
$340,000 |
-5,612 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
294 |
- |
2023-12-31 |
11,468 |
$336,000 |
-668 |
|
L.M. KOHN & COMPANY |
168 |
- |
2023-12-31 |
11,338 |
$332,000 |
926 |
|
CAPTRUST FINANCIAL ADVISORS |
2033 |
- |
2023-12-31 |
11,278 |
$331,000 |
-1,448 |
|
Greystone Financial Group LLC |
96 |
- |
2023-12-31 |
10,821 |
$317,000 |
-2,160 |
|
FourThought Financial Partners LLC |
236 |
- |
2023-12-31 |
10,750 |
$315,000 |
0 |
|
Turim 21 Investimentos Ltda. |
25 |
- |
2023-12-31 |
10,695 |
$313,000 |
-2,622 |
|
Ayalon Holdings Ltd. |
61 |
- |
2024-03-31 |
10,169 |
$303,000 |
0 |
|
Riggs Asset Managment Co. Inc. |
81 |
- |
2023-12-31 |
10,339 |
$303,000 |
-676 |
|
OLD MISSION CAPITAL LLC |
742 |
- |
2023-12-31 |
10,245 |
$300,000 |
10,245 |
|
IFP Advisors Inc |
756 |
- |
2023-12-31 |
10,169 |
$298,000 |
-5,012 |
|
FIFTH THIRD BANCORP |
905 |
- |
2023-12-31 |
9,244 |
$271,000 |
0 |
|
Purus Wealth Management LLC |
96 |
- |
2024-03-31 |
8,948 |
$266,000 |
-436 |
|
MULTIFINANCIAL SECURITIES CORP |
1488 |
- |
2023-12-31 |
9,054 |
$265,000 |
59 |
|
WealthCare Investment Partners LLC |
118 |
- |
2024-03-31 |
8,836 |
$263,000 |
73 |
|
QUANTITATIVE ADVANTAGE LLC |
109 |
- |
2023-03-31 |
10,720 |
$251,000 |
32 |
|
Smith Anglin Financial LLC |
148 |
- |
2023-12-31 |
8,475 |
$248,000 |
-10,434 |
|
CIBC WORLD MARKETS INC. |
1035 |
*New |
2023-12-31 |
8,436 |
$247,000 |
8,436 |
|
Capital Advisors Wealth Management LLC |
129 |
- |
2024-03-31 |
8,278 |
$246,000 |
-35,372 |
|
STELAC ADVISORY SERVICES LLC |
60 |
- |
2023-12-31 |
8,341 |
$244,000 |
0 |
|
FRANKLIN RESOURCES INC |
2245 |
- |
2023-12-31 |
7,612 |
$223,000 |
800 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
244 |
*New |
2023-12-31 |
7,539 |
$221,000 |
7,539 |
|
Claro Advisors LLC |
375 |
- |
2024-03-31 |
7,383 |
$220,000 |
-130 |
|
AMERIPRISE FINANCIAL INC |
3629 |
*New |
2023-12-31 |
7,284 |
$213,000 |
7,284 |
|
Delta Financial Group Inc. |
205 |
*New |
2023-12-31 |
7,158 |
$210,000 |
7,158 |
|
Arete Wealth Advisors LLC |
664 |
*New |
2023-12-31 |
7,150 |
$210,000 |
7,150 |
|
EQIS CAPITAL MANAGEMENT, INC. |
706 |
*New |
2023-12-31 |
6,944 |
$204,000 |
6,944 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
435 |
- |
2023-12-31 |
5,770 |
$169,000 |
0 |
|
Parallel Advisors LLC |
928 |
- |
2023-12-31 |
5,046 |
$148,000 |
2,041 |
|
CITADEL ADVISORS LLC |
4601 |
- |
2023-12-31 |
4,530 |
$133,000 |
-28,255 |
|
|
100 Records found
|
1
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