|
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 |
Artemis Wealth Advisors LLC |
2 |
- |
2024-03-31 |
903,434 |
$44,418,000 |
-130,536 |
|
Paragon Wealth Strategies LLC |
6 |
- |
2023-12-31 |
661,236 |
$31,759,000 |
-7,598 |
|
Orion Portfolio Solutions LLC |
61 |
- |
2024-03-31 |
533,698 |
$26,237,000 |
-150,162 |
|
FINANCIAL MANAGEMENT NETWORK INC |
3 |
- |
2024-03-31 |
387,924 |
$18,644,000 |
-43,539 |
|
Stratos Wealth Partners LTD. |
76 |
- |
2024-03-31 |
308,206 |
$15,151,000 |
-41,258 |
|
MONEYWISE INC. |
4 |
- |
2024-03-31 |
248,866 |
$12,234,000 |
-54,844 |
|
RIVERSEDGE ADVISORS LLC |
13 |
- |
2024-03-31 |
215,543 |
$10,596,000 |
-4,193 |
|
Holland Advisory Services Inc. |
6 |
- |
2024-03-31 |
143,673 |
$7,063,000 |
-1,897 |
|
CHILDRESS CAPITAL ADVISORS LLC |
11 |
- |
2024-03-31 |
120,215 |
$5,910,000 |
-14,841 |
|
Lindenwold Advisors |
6 |
- |
2024-03-31 |
102,889 |
$5,058,000 |
-3,068 |
|
Hamilton Wealth LLC |
19 |
- |
2023-12-31 |
101,875 |
$4,893,000 |
-3,304 |
|
DAVID R. RAHN & ASSOCIATES INC. |
15 |
- |
2024-03-31 |
90,791 |
$4,463,000 |
-35,908 |
|
One Capital Management LLC |
117 |
- |
2024-03-31 |
88,402 |
$4,346,000 |
-3,807 |
|
Insight Advisors LLC/ PA |
16 |
- |
2024-03-31 |
85,026 |
$4,180,000 |
-10,454 |
|
Stratos Wealth Advisors LLC |
112 |
- |
2024-03-31 |
75,871 |
$3,730,000 |
-72,998 |
|
ADVISORY SERVICES NETWORK, LLC |
284 |
- |
2024-03-31 |
74,490 |
$3,662,000 |
-32,820 |
|
HANSON MCCLAIN, INC. |
228 |
- |
2024-03-31 |
74,008 |
$3,638,000 |
-2,701 |
|
Atomi Financial Group Inc. |
79 |
- |
2024-03-31 |
62,156 |
$3,056,000 |
-4,378 |
|
RFG Advisory Group LLC |
161 |
- |
2024-03-31 |
59,109 |
$2,906,000 |
-52,888 |
|
SMART PORTFOLIOS, LLC |
5 |
- |
2024-03-31 |
58,059 |
$2,854,000 |
-220 |
|
FIRST HEARTLAND CONSULTANTS INC |
87 |
- |
2024-03-31 |
54,005 |
$2,655,000 |
-1,032 |
|
Trilogy Capital Inc. |
132 |
- |
2024-03-31 |
43,574 |
$2,142,000 |
-302 |
|
FLAGSHIP HARBOR ADVISORS LLC |
147 |
- |
2024-03-31 |
43,453 |
$2,136,000 |
-3,994 |
|
Vestmark Advisory Solutions Inc. |
225 |
- |
2023-12-31 |
42,619 |
$2,047,000 |
-71,726 |
|
Apollon Wealth Management LLC |
289 |
- |
2024-03-31 |
41,042 |
$2,018,000 |
-23,443 |
|
Ferguson Shapiro LLC |
18 |
- |
2024-03-31 |
39,989 |
$1,966,000 |
-10,450 |
|
Cooper Financial Group |
59 |
- |
2024-03-31 |
39,435 |
$1,939,000 |
-2,596 |
|
TD Waterhouse Canada Inc. |
403 |
- |
2024-03-31 |
37,680 |
$1,854,000 |
-5,400 |
|
PENOBSCOT WEALTH MANAGEMENT |
21 |
- |
2024-03-31 |
35,835 |
$1,762,000 |
-9,355 |
|
TAP Consulting LLC |
75 |
- |
2024-03-31 |
35,424 |
$1,741,000 |
-4,001 |
|
IFP Advisors Inc |
306 |
- |
2023-12-31 |
30,439 |
$1,462,000 |
-77,514 |
|
Ethos Financial Group LLC |
59 |
- |
2024-03-31 |
28,187 |
$1,386,000 |
-964 |
|
Brookstone Capital Management |
419 |
- |
2024-03-31 |
27,552 |
$1,354,000 |
-11,512 |
|
Lodestone Wealth Management LLC |
53 |
- |
2024-03-31 |
26,796 |
$1,317,000 |
-204 |
|
MERCER GLOBAL ADVISORS INC /ADV |
874 |
- |
2023-12-31 |
27,092 |
$1,301,000 |
-10,150 |
|
TOWER RESEARCH CAPITAL LLC |
723 |
- |
2023-12-31 |
26,115 |
$1,254,000 |
-15,537 |
|
Compass Advisory Group LLC |
28 |
- |
2024-03-31 |
25,331 |
$1,245,000 |
-660 |
|
AVAII WEALTH MANAGEMENT LLC |
37 |
- |
2024-03-31 |
19,848 |
$976,000 |
-5,963 |
|
Trademark Financial Management LLC |
26 |
- |
2024-03-31 |
19,766 |
$972,000 |
-213 |
|
Belpointe Asset Management LLC |
291 |
- |
2024-03-31 |
18,684 |
$919,000 |
-3,300 |
|
HILLTOP HOLDINGS INC. |
262 |
- |
2023-12-31 |
16,280 |
$782,000 |
-14,382 |
|
CHANNEL WEALTH LLC |
70 |
- |
2024-03-31 |
15,087 |
$742,000 |
-134 |
|
Ergawealth Advisors Inc. |
29 |
- |
2024-03-31 |
11,994 |
$590,000 |
-2,551 |
|
Saxony Capital Management LLC |
36 |
- |
2024-03-31 |
11,716 |
$576,000 |
-1,259 |
|
WEST MICHIGAN ADVISORS LLC |
71 |
- |
2023-12-31 |
11,953 |
$574,000 |
-921 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
86 |
- |
2024-03-31 |
12,400 |
$569,000 |
-4,400 |
|
Merit Financial Group LLC |
550 |
- |
2024-03-31 |
11,877 |
$551,000 |
-1,300 |
|
LWM Advisory Services LLC |
40 |
- |
2024-03-31 |
10,849 |
$533,000 |
-9,279 |
|
FLOW TRADERS U.S. LLC |
482 |
- |
2023-12-31 |
10,161 |
$488,000 |
-17,613 |
|
SILVER OAK SECURITIES Inc |
240 |
- |
2024-03-31 |
9,568 |
$470,000 |
-2,062 |
|
Gateway Wealth Partners LLC |
114 |
- |
2023-12-31 |
9,557 |
$459,000 |
-1,380 |
|
Commonwealth Financial Services LLC |
92 |
- |
2023-12-31 |
9,520 |
$457,000 |
-30,366 |
|
Fortis Capital Advisors LLC |
98 |
- |
2024-03-31 |
9,051 |
$445,000 |
-3,379 |
|
Atlas Private Wealth Advisors |
67 |
- |
2024-03-31 |
8,824 |
$434,000 |
-546 |
|
Atlas Financial Advisors Inc. |
18 |
- |
2023-12-31 |
7,076 |
$340,000 |
-11,307 |
|
Vanguard Capital Wealth Advisors |
87 |
- |
2024-03-31 |
6,712 |
$330,000 |
-5,302 |
|
APCM Wealth Management for Individuals |
54 |
- |
2024-03-31 |
6,460 |
$318,000 |
-173,127 |
|
Absolute Capital Management LLC |
85 |
- |
2024-03-31 |
6,014 |
$296,000 |
-4,105 |
|
BKM Wealth Management LLC |
140 |
- |
2024-03-31 |
5,313 |
$261,000 |
-1,284 |
|
Csenge Advisory Group |
627 |
- |
2024-03-31 |
4,747 |
$233,000 |
-85 |
|
CWM LLC |
1467 |
- |
2024-03-31 |
4,388 |
$216,000 |
-434 |
|
Koshinski Asset Management Inc. |
534 |
- |
2024-03-31 |
4,207 |
$207,000 |
-1,465 |
|
BANK OF NEW YORK MELLON CORP |
3786 |
- |
2024-03-31 |
4,208 |
$207,000 |
-3,752 |
|
Good Life Advisors LLC |
425 |
- |
2024-03-31 |
4,179 |
$205,000 |
-557 |
|
PNC FINANCIAL SERVICES GROUP INC |
2170 |
- |
2024-03-31 |
4,055 |
$199,000 |
-10,180 |
|
Coppell Advisory Solutions LLC |
298 |
- |
2023-12-31 |
3,135 |
$151,000 |
-690 |
|
US BANCORP |
2431 |
- |
2024-03-31 |
1,742 |
$86,000 |
-173 |
|
ALASKA PERMANENT CAPITAL MANAGEMENT |
42 |
- |
2024-03-31 |
192 |
$9,000 |
-291,682 |
|
Capital Analysts Inc. |
929 |
- |
2023-12-31 |
119 |
$6,000 |
-170 |
|
BNP PARIBAS ARBITRAGE SA |
2916 |
- |
2024-03-31 |
75 |
$4,000 |
-256 |
|
Belvedere Trading LLC |
227 |
- |
2024-03-31 |
0 |
$0 |
-173 |
|
|
71 Records found
|
1
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