|
Institutional
Holders
Total
Institutions:
|
74 5 |
|
Total
shares held :
|
2,240,642 |
|
% of shares
held :
|
14.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-30 |
|
Amount
of shares held :
|
-305,369 |
|
% of shares
held change :
|
-1.91% |
|
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 |
Advisor Group Holdings Inc. |
849 |
- |
2023-12-31 |
245,131 |
$9,190,000 |
-65,783 |
|
HARBOUR INVESTMENTS INC. |
105 |
- |
2023-12-31 |
113,392 |
$4,251,000 |
-5,320 |
|
Integrated Wealth Concepts LLC |
429 |
- |
2023-12-31 |
60,300 |
$2,261,000 |
-500 |
|
H D Vest Advisory Services |
490 |
- |
2023-12-31 |
55,003 |
$2,062,000 |
-21,000 |
|
AE Wealth Management LLC |
903 |
- |
2023-12-31 |
52,633 |
$1,996,000 |
-750 |
|
Kestra Advisory Services LLC |
954 |
- |
2023-12-31 |
37,796 |
$1,417,000 |
-1,685 |
|
FINANCIAL NETWORK |
1170 |
- |
2023-12-31 |
36,546 |
$1,370,000 |
-2,522 |
|
Mutual Advisors LLC |
378 |
- |
2024-03-31 |
34,550 |
$1,351,000 |
-1,230 |
|
MARINER WEALTH ADVISORS, LLC |
1316 |
- |
2023-12-31 |
32,064 |
$1,202,000 |
-334 |
|
CAPTRUST FINANCIAL ADVISORS |
1172 |
- |
2023-12-31 |
31,463 |
$1,180,000 |
-8,660 |
|
MML INVESTORS SERVICES LLC |
1263 |
- |
2023-12-31 |
30,630 |
$1,148,000 |
-5,967 |
|
BB&T CORP |
1583 |
- |
2023-12-31 |
25,826 |
$968,000 |
-1,649 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
41 |
- |
2024-03-31 |
20,328 |
$795,000 |
-5,234 |
|
WEDBUSH MORGAN SECURITIES INC |
395 |
- |
2023-12-31 |
21,141 |
$793,000 |
-1,090 |
|
Resources Investment Advisors Inc. |
612 |
- |
2023-12-31 |
17,666 |
$662,000 |
-11,185 |
|
Clear Creek Financial Management LLC |
205 |
- |
2024-03-31 |
16,805 |
$657,000 |
-31,287 |
|
Onyx Bridge Wealth Group LLC |
122 |
- |
2024-03-31 |
16,859 |
$650,000 |
-5,298 |
|
Sovereign Financial Group Inc. |
129 |
- |
2024-03-31 |
14,876 |
$582,000 |
-145 |
|
Lakeridge Wealth Management LLC |
57 |
- |
2024-03-31 |
14,241 |
$557,000 |
-540 |
|
Columbus Macro LLC |
136 |
- |
2024-03-31 |
13,526 |
$529,000 |
-88 |
|
Virtue Capital Management LLC |
206 |
- |
2023-12-31 |
11,495 |
$430,000 |
-79 |
|
WealthPlan Investment Management LLC |
126 |
- |
2023-12-31 |
11,338 |
$425,000 |
-29 |
|
Goss Wealth Management LLC |
1420 |
- |
2023-12-31 |
10,174 |
$381,000 |
-81 |
|
HIGHTOWER ADVISORS, LLC |
2555 |
- |
2023-12-31 |
8,978 |
$336,000 |
-1,991 |
|
PROEQUITIES INC. |
538 |
- |
2024-03-31 |
8,220 |
$321,000 |
-22,214 |
|
Ameritas Advisory Services LLC |
607 |
- |
2023-12-31 |
6,543 |
$248,000 |
-17,467 |
|
Integrated Advisors Network LLC |
618 |
- |
2023-12-31 |
5,681 |
$213,000 |
-1,794 |
|
NBC SECURITIES INC. |
788 |
- |
2024-03-31 |
4,566 |
$178,000 |
-2,669 |
|
DHJJ Financial Advisors Ltd. |
155 |
- |
2024-03-31 |
4,155 |
$163,000 |
-500 |
|
UBS Group AG |
5176 |
- |
2023-12-31 |
1,621 |
$61,000 |
-53 |
|
Larson Financial Group LLC |
1191 |
- |
2024-03-31 |
138 |
$5,000 |
-506 |
|
|
31 Records found
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1
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