|
Institutional
Holders
Total
Institutions:
|
387 102 |
|
Total
shares held :
|
99,620,101 |
|
% of shares
held :
|
96.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
255 |
|
Amount
of shares held :
|
36,691,348 |
|
% of shares
held change :
|
35.45% |
|
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 |
BW Gestao de Investimentos Ltda. |
2 |
*New |
2024-03-31 |
1,880,000 |
$92,421,000 |
1,880,000 |
|
AMERIPRISE FINANCIAL INC |
1006 |
*New |
2023-12-31 |
647,103 |
$31,023,000 |
647,103 |
|
Delta Investment Management LLC |
2 |
*New |
2024-03-31 |
471,875 |
$23,197,000 |
471,875 |
|
Yeomans Consulting Group Inc. |
2 |
*New |
2024-03-31 |
451,039 |
$22,173,000 |
451,039 |
|
Boothe Investment Group Inc. |
|
*New |
2024-03-31 |
426,895 |
$20,986,000 |
426,895 |
|
Conservest Capital Advisors Inc. |
15 |
*New |
2024-03-31 |
329,060 |
$16,177,000 |
329,060 |
|
AE Wealth Management LLC |
321 |
*New |
2023-12-31 |
289,674 |
$13,783,000 |
289,674 |
|
HB Wealth Management LLC |
96 |
*New |
2024-03-31 |
176,434 |
$8,674,000 |
176,434 |
|
BNC WEALTH MANAGEMENT LLC |
7 |
*New |
2024-03-31 |
148,285 |
$7,290,000 |
148,285 |
|
KARPUS MANAGEMENT INC |
87 |
*New |
2023-12-31 |
151,365 |
$7,270,000 |
151,365 |
|
HIRTLE CALLAGHAN & CO INC |
23 |
*New |
2024-03-31 |
144,694 |
$7,113,000 |
144,694 |
|
Sanchez Wealth Management Group |
18 |
*New |
2024-03-31 |
118,241 |
$5,813,000 |
118,241 |
|
Visionary Horizons LLC |
6 |
*New |
2024-03-31 |
122,251 |
$5,688,000 |
122,251 |
|
KICKSTAND VENTURES LLC. |
24 |
*New |
2023-12-31 |
108,585 |
$5,215,000 |
108,585 |
|
CYPRESS CAPITAL GROUP |
49 |
*New |
2024-03-31 |
95,241 |
$4,682,000 |
95,241 |
|
PRIVATE CLIENT SERVICES LLC |
5 |
*New |
2024-03-31 |
93,084 |
$4,576,000 |
93,084 |
|
Capital Advisors Wealth Management LLC |
27 |
*New |
2024-03-31 |
91,908 |
$4,518,000 |
91,908 |
|
Hixon Zuercher LLC |
24 |
*New |
2024-03-31 |
90,122 |
$4,430,000 |
90,122 |
|
Avid Wealth Partners LLC |
11 |
*New |
2024-03-31 |
88,065 |
$4,329,000 |
88,065 |
|
HARTLINE INVESTMENT CORP/ |
25 |
*New |
2024-03-31 |
85,495 |
$4,203,000 |
85,495 |
|
Aspen Wealth Strategies LLC |
8 |
*New |
2023-12-31 |
85,663 |
$4,114,000 |
85,663 |
|
Strategic Equity Management |
11 |
*New |
2024-03-31 |
81,920 |
$4,027,000 |
81,920 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
963 |
*New |
2024-03-31 |
78,500 |
$3,859,000 |
78,500 |
|
Mason & Associates Inc |
22 |
*New |
2024-03-31 |
78,139 |
$3,841,000 |
78,139 |
|
Oxler Private Wealth LLC |
18 |
*New |
2024-03-31 |
75,659 |
$3,719,000 |
75,659 |
|
ETF Store Inc. |
12 |
*New |
2024-03-31 |
71,509 |
$3,515,000 |
71,509 |
|
AllGen Financial Advisors Inc. |
16 |
*New |
2024-03-31 |
70,351 |
$3,458,000 |
70,351 |
|
Wayfinding Financial LLC |
17 |
*New |
2024-03-31 |
60,421 |
$2,802,000 |
60,421 |
|
Modus Advisors LLC |
39 |
*New |
2024-03-31 |
54,141 |
$2,662,000 |
54,141 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
127 |
*New |
2024-03-31 |
53,042 |
$2,608,000 |
53,042 |
|
Financial Partners Group Inc |
43 |
*New |
2024-03-31 |
47,739 |
$2,347,000 |
47,739 |
|
BAXTER BROS INC |
63 |
*New |
2024-03-31 |
43,546 |
$2,141,000 |
43,546 |
|
Zega Financial LLC |
18 |
*New |
2024-03-31 |
41,013 |
$2,016,000 |
41,013 |
|
VALMARK ADVISERS INC |
170 |
*New |
2024-03-31 |
39,713 |
$1,952,000 |
39,713 |
|
Owen LaRue LLC |
19 |
*New |
2023-12-31 |
37,160 |
$1,785,000 |
37,160 |
|
AXXCESS WEALTH MANAGEMENT LLC |
270 |
*New |
2023-12-31 |
35,071 |
$1,684,000 |
35,071 |
|
Simplicity WealthLLC |
385 |
*New |
2024-03-31 |
33,894 |
$1,666,000 |
33,894 |
|
Sawtooth Asset Management Inc. |
343 |
*New |
2023-12-31 |
33,648 |
$1,616,000 |
33,648 |
|
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS T |
51 |
*New |
2024-03-31 |
31,784 |
$1,563,000 |
31,784 |
|
Oakmont Partners LLC |
306 |
*New |
2024-03-31 |
28,761 |
$1,414,000 |
28,761 |
|
Reitz Capital Advisors LLC |
9 |
*New |
2024-03-31 |
28,529 |
$1,402,000 |
28,529 |
|
USAdvisors Wealth Management LLC |
55 |
*New |
2024-03-31 |
28,196 |
$1,380,000 |
28,196 |
|
Lionsbridge Wealth Management LLC |
35 |
*New |
2024-03-31 |
27,317 |
$1,343,000 |
27,317 |
|
Dechtman Wealth Management LLC |
20 |
*New |
2024-03-31 |
27,311 |
$1,343,000 |
27,311 |
|
Fortress Wealth Group LLC |
24 |
*New |
2023-12-31 |
24,596 |
$1,162,000 |
24,596 |
|
Curtis Advisory Group LLC |
42 |
*New |
2024-03-31 |
23,516 |
$1,156,000 |
23,516 |
|
Lokken Investment Group LLC |
37 |
*New |
2023-12-31 |
22,755 |
$1,093,000 |
22,755 |
|
Walleye Trading Advisors LLC |
809 |
*New |
2023-12-31 |
20,796 |
$999,000 |
20,796 |
|
D E SHAW & CO INC |
1933 |
*New |
2023-12-31 |
20,300 |
$975,000 |
20,300 |
|
Lane & Associates LLC |
40 |
*New |
2024-03-31 |
19,815 |
$974,000 |
19,815 |
|
KINGSWOOD WEALTH ADVISORS LLC |
210 |
*New |
2024-03-31 |
19,668 |
$967,000 |
19,668 |
|
EPOCH INVESTMENT PARTNERS INC. |
342 |
*New |
2023-12-31 |
19,600 |
$941,000 |
19,600 |
|
Fiduciary Alliance LLC |
94 |
*New |
2024-03-31 |
18,701 |
$913,000 |
18,701 |
|
Confluence Wealth Services Inc. |
140 |
*New |
2024-03-31 |
18,237 |
$897,000 |
18,237 |
|
Greystone Financial Group LLC |
64 |
*New |
2024-03-31 |
17,315 |
$851,000 |
17,315 |
|
MILLENNIUM MANAGEMENT LLC |
2856 |
*New |
2023-12-31 |
16,203 |
$778,000 |
16,203 |
|
WILLNER & HELLER LLC |
39 |
*New |
2023-12-31 |
16,010 |
$769,000 |
16,010 |
|
JONES FINANCIAL COMPANIES LLLP |
221 |
*New |
2023-12-31 |
14,930 |
$717,000 |
14,930 |
|
CONNORS INVESTOR SERVICES INC |
101 |
*New |
2024-03-31 |
13,660 |
$672,000 |
13,660 |
|
BB&T CORP |
1828 |
*New |
2023-12-31 |
12,695 |
$610,000 |
12,695 |
|
Compass Ion Advisors LLC |
132 |
*New |
2024-03-31 |
11,877 |
$584,000 |
11,877 |
|
SYNOVUS FINANCIAL CORP |
584 |
*New |
2023-12-31 |
11,794 |
$567,000 |
11,794 |
|
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
91 |
*New |
2024-03-31 |
10,542 |
$518,000 |
10,542 |
|
GREAT VALLEY ADVISOR GROUP INC. |
510 |
*New |
2024-03-31 |
9,548 |
$469,000 |
9,548 |
|
Next Level Private LLC |
86 |
*New |
2024-03-31 |
8,652 |
$425,000 |
8,652 |
|
National Wealth Management Group LLC |
76 |
*New |
2023-12-31 |
8,658 |
$416,000 |
8,658 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
68 |
*New |
2024-03-31 |
8,065 |
$396,000 |
8,065 |
|
Castle Rock Wealth Management LLC |
159 |
*New |
2023-12-31 |
8,419 |
$393,000 |
8,419 |
|
FULTON BREAKEFIELD BROENNIMAN LLC |
129 |
*New |
2024-03-31 |
7,663 |
$377,000 |
7,663 |
|
PATHSTONE FAMILY OFFICE, LLC |
1209 |
*New |
2023-09-30 |
8,470 |
$353,000 |
8,470 |
|
Clay Northam Wealth Management LLC |
53 |
*New |
2024-03-31 |
7,188 |
$353,000 |
7,188 |
|
Worth Asset Management LLC |
77 |
*New |
2024-03-31 |
6,934 |
$341,000 |
6,934 |
|
Argent Trust Co |
498 |
*New |
2024-03-31 |
6,734 |
$331,000 |
6,734 |
|
Ameritas Advisory Services LLC |
531 |
*New |
2023-12-31 |
6,698 |
$325,000 |
6,698 |
|
TOWNSQUARE CAPITAL LLC |
897 |
*New |
2023-12-31 |
6,622 |
$318,000 |
6,622 |
|
Scissortail Wealth Management LLC |
119 |
*New |
2023-12-31 |
6,234 |
$299,000 |
6,234 |
|
DB Wealth Management Group LLC |
76 |
*New |
2023-12-31 |
6,175 |
$297,000 |
6,175 |
|
PARK AVENUE SECURITIES LLC |
1176 |
*New |
2024-03-31 |
6,022 |
$296,000 |
6,022 |
|
COASTLINE TRUST CO |
216 |
*New |
2024-03-31 |
5,928 |
$291,000 |
5,928 |
|
PFG Investments LLC |
764 |
*New |
2024-03-31 |
5,714 |
$281,000 |
5,714 |
|
Allie Family Office LLC |
56 |
*New |
2023-12-31 |
5,781 |
$279,000 |
5,781 |
|
Integrated Advisors Network LLC |
614 |
*New |
2024-03-31 |
5,340 |
$263,000 |
5,340 |
|
Diligent Investors LLC |
296 |
*New |
2024-03-31 |
4,605 |
$226,000 |
4,605 |
|
Perennial Investment Advisors LLC |
288 |
*New |
2023-12-31 |
4,687 |
$225,000 |
4,687 |
|
High Net Worth Advisory Group LLC |
199 |
*New |
2024-03-31 |
4,399 |
$216,000 |
4,399 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
4,282 |
$206,000 |
4,282 |
|
L.M. KOHN & COMPANY |
249 |
*New |
2024-03-31 |
4,150 |
$204,000 |
4,150 |
|
BCGM Wealth Management LLC |
144 |
*New |
2024-03-31 |
4,123 |
$203,000 |
4,123 |
|
S.A. Mason LLC |
196 |
*New |
2024-03-31 |
2,470 |
$121,000 |
2,470 |
|
Asset Dedication LLC |
374 |
*New |
2024-03-31 |
2,023 |
$99,000 |
2,023 |
|
Qube Research & Technologies Ltd |
2725 |
*New |
2023-12-31 |
1,905 |
$91,000 |
1,905 |
|
Cutler Group LP |
290 |
*New |
2024-03-31 |
1,700 |
$83,000 |
1,700 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
234 |
*New |
2023-06-30 |
1,878 |
$76,000 |
1,878 |
|
Global Trust Asset Management LLC |
242 |
*New |
2024-03-31 |
1,500 |
$74,000 |
1,500 |
|
Orion Capital Management LLC |
197 |
*New |
2024-03-31 |
1,400 |
$69,000 |
1,400 |
|
Founders Financial Alliance LLC |
340 |
*New |
2023-12-31 |
1,050 |
$50,000 |
1,050 |
|
Glassman Wealth Services |
123 |
*New |
2024-03-31 |
770 |
$38,000 |
770 |
|
PINNACLE HOLDINGS LLC |
170 |
*New |
2024-03-31 |
750 |
$37,000 |
750 |
|
Truvestments Capital LLC |
433 |
*New |
2023-12-31 |
432 |
$21,000 |
432 |
|
ICA Group Wealth Management LLC |
789 |
*New |
2023-12-31 |
305 |
$15,000 |
305 |
|
|
100 Records found
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1
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