|
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 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
105 |
- |
2023-12-31 |
444,853 |
$13,039,000 |
-57,500 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
956 |
- |
2024-03-31 |
236,361 |
$7,032,000 |
-25,121 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
677 |
- |
2024-03-31 |
192,662 |
$5,732,000 |
-991 |
|
WealthBridge Investment Counsel Inc. |
36 |
- |
2024-03-31 |
95,400 |
$2,838,000 |
-900 |
|
Change Path LLC |
125 |
- |
2023-12-31 |
84,358 |
$2,472,000 |
-16,943 |
|
Masso Torrence Wealth Management Inc. |
19 |
- |
2024-03-31 |
73,652 |
$2,191,000 |
-4,821 |
|
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 |
|
Migdal Insurance & Financial Holdings Ltd. |
133 |
- |
2024-03-31 |
45,840 |
$1,364,000 |
-22,660 |
|
NewEdge Wealth LLC |
369 |
- |
2023-12-31 |
42,022 |
$1,232,000 |
-6,452 |
|
Essex LLC |
|
- |
2024-03-31 |
37,735 |
$1,123,000 |
-20,884 |
|
ERn Financial LLC |
84 |
- |
2024-03-31 |
37,363 |
$1,112,000 |
-1,457 |
|
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 |
|
Cresset Asset Management LLC |
993 |
- |
2023-12-31 |
25,942 |
$761,000 |
-1,279 |
|
Archford Capital Strategies LLC |
142 |
- |
2024-03-31 |
25,422 |
$756,000 |
-89 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
86 |
- |
2024-03-31 |
24,827 |
$739,000 |
-322 |
|
Lionsbridge Wealth Management LLC |
46 |
- |
2024-03-31 |
24,547 |
$730,000 |
-1,001 |
|
Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
23,981 |
$713,000 |
-3,964 |
|
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 |
|
STIFEL FINANCIAL CORP |
2403 |
- |
2023-12-31 |
22,561 |
$661,000 |
-4,306 |
|
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 |
|
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 |
|
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 |
|
- |
2024-03-31 |
11,415 |
$340,000 |
-53 |
|
CAPTRUST FINANCIAL ADVISORS |
2033 |
- |
2023-12-31 |
11,278 |
$331,000 |
-1,448 |
|
Turim 21 Investimentos Ltda. |
25 |
- |
2023-12-31 |
10,695 |
$313,000 |
-2,622 |
|
IFP Advisors Inc |
756 |
- |
2023-12-31 |
10,169 |
$298,000 |
-5,012 |
|
Purus Wealth Management LLC |
96 |
- |
2024-03-31 |
8,948 |
$266,000 |
-436 |
|
Capital Advisors Wealth Management LLC |
129 |
- |
2024-03-31 |
8,278 |
$246,000 |
-35,372 |
|
SIMPLEX TRADING LLC |
929 |
- |
2024-03-31 |
7,726 |
$229,000 |
-6,321 |
|
Claro Advisors LLC |
375 |
- |
2024-03-31 |
7,383 |
$220,000 |
-130 |
|
Riggs Asset Managment Co. Inc. |
|
- |
2024-03-31 |
5,065 |
$151,000 |
-5,274 |
|
CITADEL ADVISORS LLC |
4601 |
- |
2023-12-31 |
4,530 |
$133,000 |
-28,255 |
|
Steward Partners Investment Advisory LLC |
1555 |
- |
2023-12-31 |
4,471 |
$131,000 |
-677 |
|
Founders Financial Alliance LLC |
290 |
- |
2023-12-31 |
3,304 |
$97,000 |
-5 |
|
Goss Wealth Management LLC |
2009 |
- |
2023-12-31 |
2,775 |
$81,000 |
-3,123 |
|
Covestor Ltd |
727 |
- |
2023-12-31 |
2,251 |
$66,000 |
-415 |
|
Team Financial Group LLC |
62 |
- |
2023-12-31 |
1,903 |
$56,000 |
-827 |
|
McClarren Financial Advisors Inc. |
167 |
- |
2024-03-31 |
30 |
$21,000 |
-1,179 |
|
Cutler Group LP |
606 |
- |
2024-03-31 |
400 |
$11,000 |
-490 |
|
Aspire Private Capital LLC |
441 |
- |
2024-03-31 |
248 |
$7,000 |
-258 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
549 |
- |
2023-12-31 |
127 |
$4,000 |
-16,717 |
|
|
54 Records found
|
1
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