| |
Institutional
Holders
Total
Institutions:
 |
251  22 |
|
|
Total
shares held :
|
132,341,018 |
|
|
% of shares
held :
|
14.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
150 |
|
|
Amount
of shares held :
|
25,237,133 |
|
|
% of shares
held change :
|
2.8% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HARTLINE INVESTMENT CORP/ |
1 |
*New |
2024-03-31 |
752,648 |
$24,461,000 |
752,648 |
|
| Simplicity WealthLLC |
240 |
*New |
2024-03-31 |
106,079 |
$3,448,000 |
106,079 |
|
| BlackDiamond Wealth Management Inc. |
16 |
*New |
2023-12-31 |
71,216 |
$2,145,000 |
71,216 |
|
| Equitable Holdings Inc. |
435 |
*New |
2023-12-31 |
60,110 |
$1,794,000 |
60,110 |
|
| Cooper Financial Group |
65 |
*New |
2024-03-31 |
54,452 |
$1,770,000 |
54,452 |
|
| MARINER WEALTH ADVISORS, LLC |
1120 |
*New |
2023-12-31 |
57,844 |
$1,726,000 |
57,844 |
|
| Clear Creek Financial Management LLC |
105 |
*New |
2024-03-31 |
46,695 |
$1,518,000 |
46,695 |
|
| Owen LaRue LLC |
26 |
*New |
2023-12-31 |
37,528 |
$1,120,000 |
37,528 |
|
| Coppell Advisory Solutions Corp. |
90 |
*New |
2023-03-31 |
35,016 |
$865,000 |
35,016 |
|
| Pensionmark Financial Group LLC |
166 |
*New |
2023-12-31 |
26,816 |
$800,000 |
26,816 |
|
| US BANCORP |
1341 |
*New |
2024-03-31 |
19,620 |
$638,000 |
19,620 |
|
| JONES FINANCIAL COMPANIES LLLP |
228 |
*New |
2023-12-31 |
21,107 |
$630,000 |
21,107 |
|
| Kerntke Otto McGlone Wealth Management Group |
34 |
*New |
2024-03-31 |
16,596 |
$539,000 |
16,596 |
|
| Stratos Wealth Partners LTD. |
888 |
*New |
2024-03-31 |
15,043 |
$489,000 |
15,043 |
|
| Rather & Kittrell Inc. |
59 |
*New |
2024-03-31 |
13,908 |
$452,000 |
13,908 |
|
| Mayflower Financial Advisors LLC |
226 |
*New |
2024-03-31 |
13,449 |
$437,000 |
13,449 |
|
| MILLENNIUM MANAGEMENT LLC |
3139 |
*New |
2023-12-31 |
13,930 |
$416,000 |
13,930 |
|
| SOL CAPITAL MANAGEMENT CO |
239 |
*New |
2024-03-31 |
12,507 |
$406,000 |
12,507 |
|
| Magnus Financial Group LLC |
212 |
*New |
2024-03-31 |
12,096 |
$393,000 |
12,096 |
|
| Echo Wealth Management LLC |
33 |
*New |
2024-03-31 |
11,139 |
$362,000 |
11,139 |
|
| Obsidian Personal Planning Solutions LLC |
65 |
*New |
2024-03-31 |
9,215 |
$292,000 |
9,215 |
|
| J Arnold Wealth Management Co |
32 |
*New |
2023-12-31 |
9,674 |
$289,000 |
9,674 |
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
102 |
*New |
2024-03-31 |
8,828 |
$287,000 |
8,828 |
|
| Kovack Advisors Inc. |
375 |
*New |
2024-03-31 |
8,403 |
$273,000 |
8,403 |
|
| HFG Advisors Inc. |
82 |
*New |
2024-03-31 |
8,340 |
$271,000 |
8,340 |
|
| AE Wealth Management LLC |
1759 |
*New |
2023-12-31 |
8,848 |
$266,000 |
8,848 |
|
| Francis Financial Inc. |
60 |
*New |
2024-03-31 |
7,982 |
$259,000 |
7,982 |
|
| Trueblood Wealth Management LLC |
194 |
*New |
2024-03-31 |
7,211 |
$234,000 |
7,211 |
|
| Lakeview Capital Partners LLC |
373 |
*New |
2024-03-31 |
7,064 |
$230,000 |
7,064 |
|
| CJM Wealth Advisers Ltd. |
60 |
*New |
2024-03-31 |
7,037 |
$229,000 |
7,037 |
|
| Bridgewealth Advisory Group LLC |
71 |
*New |
2024-03-31 |
6,816 |
$222,000 |
6,816 |
|
| High Falls Advisors Inc |
104 |
*New |
2023-12-31 |
7,033 |
$210,000 |
7,033 |
|
| CarsonAllaria Wealth Management Ltd. |
70 |
*New |
2024-03-31 |
5,596 |
$182,000 |
5,596 |
|
| BESSEMER GROUP INC |
1102 |
*New |
2023-12-31 |
5,091 |
$152,000 |
5,091 |
|
| MATHER GROUP, INC. |
775 |
*New |
2024-03-31 |
2,534 |
$76,000 |
2,534 |
|
| Raleigh Capital Management Inc. |
264 |
*New |
2023-12-31 |
2,035 |
$61,000 |
2,035 |
|
| Russell Investments Group Ltd. |
2595 |
*New |
2024-03-31 |
1,286 |
$42,000 |
1,286 |
|
| Glassman Wealth Services |
134 |
*New |
2024-03-31 |
880 |
$29,000 |
880 |
|
| SCBT FINANCIAL CORP |
433 |
*New |
2024-03-31 |
770 |
$25,000 |
770 |
|
| Atlantic Trust Group LLC |
1978 |
*New |
2024-03-31 |
750 |
$24,000 |
750 |
|
| Financial Connections Group Inc. |
|
*New |
2024-03-31 |
690 |
$23,000 |
690 |
|
| VALLEY NATIONAL ADVISERS INC |
501 |
*New |
2024-03-31 |
695 |
$22,000 |
695 |
|
| Creative Capital Management Investments LLC |
134 |
*New |
2024-03-31 |
520 |
$17,000 |
520 |
|
| CULLEN FROST BANKERS INC |
863 |
*New |
2024-03-31 |
158 |
$5,000 |
158 |
|
| Planning Capital Management Corp |
488 |
*New |
2024-03-31 |
155 |
$5,000 |
155 |
|
| New England Capital Financial Advisors LLC |
307 |
*New |
2024-03-31 |
74 |
$2,000 |
74 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
776 |
*New |
2024-03-31 |
22 |
$1,000 |
22 |
|
| BARTLETT & CO. LLC |
1151 |
*New |
2023-12-31 |
41 |
$1,000 |
41 |
|
| GRADIENT INVESTMENTS LLC |
1857 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
49 Records found
|
1
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