|
Institutional
Holders
Total
Institutions:
|
63 4 |
|
Total
shares held :
|
14,243,244 |
|
% of shares
held :
|
26.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
290,775 |
|
% of shares
held change :
|
0.53% |
|
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 |
AMERIPRISE FINANCIAL INC |
400 |
- |
2023-12-31 |
8,004,804 |
$144,487,000 |
160,620 |
|
MORGAN STANLEY |
2786 |
- |
2023-12-31 |
993,013 |
$17,924,000 |
263,438 |
|
Pine Valley Investments Ltd Liability Co |
11 |
- |
2024-03-31 |
898,291 |
$15,972,000 |
309,270 |
|
BANK OF AMERICA CORP /DE/ |
2014 |
- |
2023-12-31 |
833,964 |
$15,053,000 |
252,190 |
|
WELLS FARGO & CO/MN |
1460 |
- |
2024-03-31 |
627,249 |
$11,153,000 |
-110,502 |
|
LPL FINANCIAL CORP |
1258 |
- |
2024-03-31 |
626,653 |
$11,142,000 |
487,167 |
|
JANE STREET GROUP LLC |
970 |
- |
2023-12-31 |
515,989 |
$9,314,000 |
40,357 |
|
Prentice Wealth Management LLC |
10 |
- |
2024-03-31 |
442,263 |
$7,864,000 |
18,396 |
|
New Insight Wealth Advisors |
18 |
- |
2024-03-31 |
159,630 |
$2,838,000 |
5,664 |
|
HBK SORCE ADVISORY LLC |
133 |
- |
2024-03-31 |
121,787 |
$2,165,000 |
-56,604 |
|
FINANCIAL NETWORK |
925 |
- |
2023-12-31 |
118,896 |
$2,146,000 |
-15,602 |
|
UBS Group AG |
2897 |
- |
2023-12-31 |
103,284 |
$1,864,000 |
43,646 |
|
ROYAL BANK OF CANADA |
2635 |
- |
2023-12-31 |
99,514 |
$1,796,000 |
-34,441 |
|
ENVESTNET ASSET MANAGEMENT INC |
2552 |
- |
2023-12-31 |
96,480 |
$1,741,000 |
1,933 |
|
Resources Investment Advisors Inc. |
387 |
- |
2024-03-31 |
88,587 |
$1,575,000 |
-6,737 |
|
Rehmann Capital Advisory Group |
142 |
- |
2024-03-31 |
88,058 |
$1,566,000 |
5,601 |
|
Advisor Group Holdings Inc. |
1972 |
- |
2024-03-31 |
80,504 |
$1,431,000 |
-9,124 |
|
GYL Financial Synergies LLC |
153 |
- |
2023-12-31 |
79,244 |
$1,430,000 |
-32,304 |
|
Strategic Family Wealth Counselors L.L.C. |
44 |
- |
2023-12-31 |
72,995 |
$1,318,000 |
55,345 |
|
RAYMOND JAMES & ASSOCIATES |
2479 |
- |
2024-03-31 |
65,835 |
$1,171,000 |
-4,360 |
|
Acorn Wealth Advisors LLC |
40 |
- |
2024-03-31 |
64,140 |
$1,140,000 |
25,345 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2130 |
- |
2024-03-31 |
63,492 |
$1,129,000 |
-4,291 |
|
OLD MISSION CAPITAL LLC |
415 |
- |
2023-12-31 |
58,158 |
$1,050,000 |
43,807 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
174 |
- |
2024-03-31 |
55,078 |
$979,000 |
-51,595 |
|
Collaborative Wealth Managment Inc. |
53 |
- |
2024-03-31 |
51,163 |
$910,000 |
432 |
|
Millington Financial Advisors LLC |
43 |
- |
2024-03-31 |
47,259 |
$840,000 |
1,500 |
|
COLONY GROUP, LLC |
492 |
*New |
2023-12-31 |
43,795 |
$791,000 |
43,795 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2193 |
- |
2024-03-31 |
43,931 |
$781,000 |
-1,738 |
|
COLONY GROUP LLC |
473 |
- |
2023-09-30 |
45,541 |
$767,000 |
-2,362 |
|
Atria Wealth Solutions Inc. |
1111 |
- |
2023-12-31 |
32,775 |
$592,000 |
-1,000 |
|
Ipsen Advisor Group LLC |
51 |
- |
2022-12-31 |
24,558 |
$425,000 |
0 |
|
Kestra Advisory Services LLC |
1621 |
- |
2023-12-31 |
22,910 |
$414,000 |
5,249 |
|
CITADEL ADVISORS LLC |
3882 |
- |
2023-12-31 |
20,510 |
$370,000 |
-73,967 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2642 |
- |
2024-03-31 |
17,850 |
$317,000 |
-941 |
|
Imprint Wealth LLC |
231 |
- |
2024-03-31 |
16,701 |
$294,000 |
-1,865 |
|
Kaydan Wealth Management Inc. |
83 |
*New |
2024-03-31 |
15,911 |
$283,000 |
15,911 |
|
Private Advisor Group LLC |
1901 |
- |
2024-03-31 |
15,284 |
$272,000 |
-51,219 |
|
JANNEY MONTGOMERY SCOTT LLC |
2387 |
- |
2024-03-31 |
15,265 |
$271,000 |
-318 |
|
Walkner Condon Financial Advisors LLC |
226 |
- |
2024-03-31 |
14,980 |
$266,000 |
-100 |
|
Ameritas Advisory Services LLC |
581 |
- |
2023-12-31 |
14,609 |
$264,000 |
-148,476 |
|
IHT Wealth Management LLC |
815 |
- |
2023-12-31 |
14,578 |
$263,000 |
-1,486 |
|
Financial Insights Inc. |
148 |
- |
2024-03-31 |
14,302 |
$254,000 |
-1,858 |
|
STIFEL FINANCIAL CORP |
2964 |
*New |
2023-12-31 |
13,131 |
$237,000 |
13,131 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
12,018 |
$217,000 |
0 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
180 |
- |
2024-03-31 |
11,702 |
$208,000 |
437 |
|
Feltz Wealth PLAN Inc. |
288 |
- |
2024-03-31 |
11,465 |
$204,000 |
7 |
|
Global Retirement Partners LLC |
832 |
- |
2024-03-31 |
9,951 |
$177,000 |
-3,134 |
|
J P MORGAN CHASE & CO |
4318 |
- |
2024-03-31 |
8,366 |
$149,000 |
8,357 |
|
Goss Wealth Management LLC |
1842 |
- |
2023-12-31 |
7,279 |
$131,000 |
-908 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
759 |
- |
2023-12-31 |
6,364 |
$115,000 |
4,000 |
|
PROEQUITIES INC. |
931 |
- |
2024-03-31 |
5,329 |
$95,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1373 |
- |
2023-12-31 |
3,303 |
$60,000 |
0 |
|
Qube Research & Technologies Ltd |
2914 |
- |
2023-12-31 |
2,495 |
$45,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2063 |
- |
2023-12-31 |
2,311 |
$42,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
397 |
- |
2024-03-31 |
1,961 |
$35,000 |
34 |
|
CWM LLC |
2984 |
- |
2024-03-31 |
961 |
$17,000 |
-16,054 |
|
COMERICA BANK |
2982 |
- |
2023-12-31 |
948 |
$17,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2151 |
- |
2024-03-31 |
778 |
$14,000 |
0 |
|
Parallel Advisors LLC |
2270 |
- |
2024-03-31 |
600 |
$11,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
957 |
- |
2024-03-31 |
250 |
$4,000 |
0 |
|
FMR LLC |
4444 |
*New |
2023-12-31 |
150 |
$3,000 |
150 |
|
PSI Advisors LLC |
705 |
- |
2024-03-31 |
42 |
$1,000 |
0 |
|
HANSON MCCLAIN, INC. |
3372 |
*Closed |
2024-03-31 |
0 |
$0 |
-331 |
|
ADVISORY SERVICES NETWORK, LLC |
2505 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,477 |
|
Fragasso Group Inc. |
260 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,354 |
|
H D Vest Advisory Services |
1705 |
*Closed |
2024-03-31 |
0 |
$0 |
-70,592 |
|
CITIGROUP INC |
4707 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
|
67 Records found
|
1
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