|
Institutional
Holders
Total
Institutions:
|
233 5 |
|
Total
shares held :
|
45,477,810 |
|
% of shares
held :
|
50.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
872,230 |
|
% of shares
held change :
|
0.97% |
|
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 |
LPL FINANCIAL CORP |
199 |
- |
2024-03-31 |
4,253,310 |
$165,369,000 |
87,846 |
|
RETIREMENT PLANNING GROUP |
4 |
- |
2024-03-31 |
2,999,642 |
$116,626,000 |
149,793 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
117 |
- |
2024-03-31 |
1,830,263 |
$71,161,000 |
134,468 |
|
JANNEY MONTGOMERY SCOTT LLC |
126 |
- |
2024-03-31 |
1,372,634 |
$53,368,000 |
115,507 |
|
ROYAL BANK OF CANADA |
894 |
- |
2023-12-31 |
858,224 |
$31,369,000 |
8,323 |
|
ENVESTNET ASSET MANAGEMENT INC |
814 |
- |
2023-12-31 |
845,879 |
$30,917,000 |
63,545 |
|
WELLS FARGO & CO/MN |
1031 |
- |
2024-03-31 |
606,885 |
$23,596,000 |
7,306 |
|
Sterling Financial Group Inc. |
2 |
- |
2024-03-31 |
594,844 |
$23,128,000 |
261,806 |
|
Steward Partners Investment Advisory LLC |
66 |
- |
2023-12-31 |
602,224 |
$22,011,000 |
14,890 |
|
Barber Financial Group Inc. |
7 |
- |
2023-03-31 |
436,587 |
$15,486,000 |
199,437 |
|
Financial Enhancement Group LLC |
10 |
- |
2024-03-31 |
345,328 |
$13,078,000 |
3,372 |
|
Tower Wealth Partners Inc. |
4 |
- |
2024-03-31 |
328,772 |
$12,783,000 |
4,275 |
|
Vantage Financial Partners LLC |
9 |
- |
2024-03-31 |
316,785 |
$12,317,000 |
8,608 |
|
Financial Designs Corp |
5 |
- |
2024-03-31 |
302,376 |
$11,756,000 |
893 |
|
NCM Capital Management LLC |
1 |
- |
2023-12-31 |
294,761 |
$10,773,000 |
24,201 |
|
Hibernia Wealth Partners LLC |
3 |
- |
2024-03-31 |
262,256 |
$10,197,000 |
48,409 |
|
Pasadena Private Wealth LLC |
10 |
- |
2024-03-31 |
252,747 |
$9,827,000 |
44,391 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
14 |
- |
2024-03-31 |
250,646 |
$9,745,000 |
13,583 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
144 |
- |
2024-03-31 |
244,660 |
$9,512,000 |
11,578 |
|
CWM LLC |
299 |
- |
2024-03-31 |
242,187 |
$9,416,000 |
15,771 |
|
Atria Wealth Solutions Inc. |
182 |
- |
2023-12-31 |
247,443 |
$9,055,000 |
88,286 |
|
Element Wealth LLC |
3 |
- |
2024-03-31 |
213,232 |
$8,290,000 |
104 |
|
CITADEL ADVISORS LLC |
1264 |
- |
2023-12-31 |
226,578 |
$8,281,000 |
177,815 |
|
Phoenix Wealth Advisors |
2 |
- |
2024-03-31 |
185,587 |
$7,216,000 |
6,771 |
|
Trilogy Capital Inc. |
53 |
- |
2024-03-31 |
180,715 |
$7,026,000 |
101,841 |
|
Visionary Wealth Advisors |
59 |
- |
2023-12-31 |
177,710 |
$6,495,000 |
15,417 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
720 |
- |
2023-12-31 |
173,826 |
$6,353,000 |
9,661 |
|
Signal Advisors Wealth LLC |
11 |
- |
2024-03-31 |
149,818 |
$5,825,000 |
33,786 |
|
Souders Financial Advisors |
32 |
- |
2024-03-31 |
146,866 |
$5,710,000 |
4,121 |
|
MTM Investment Management LLC |
8 |
- |
2024-03-31 |
137,300 |
$5,338,000 |
8,787 |
|
Stonebrook Private Inc. |
16 |
- |
2024-03-31 |
136,165 |
$5,294,000 |
8,581 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
544 |
- |
2023-12-31 |
137,271 |
$5,017,000 |
7,585 |
|
Investors Research Corp |
16 |
- |
2024-03-31 |
127,851 |
$4,971,000 |
2,885 |
|
Jacobi Capital Management LLC |
38 |
- |
2024-03-31 |
125,008 |
$4,860,000 |
1,707 |
|
Farrow Financial Inc. |
9 |
- |
2024-03-31 |
108,107 |
$4,203,000 |
4,163 |
|
LINCOLN NATIONAL CORP |
201 |
- |
2024-03-31 |
96,666 |
$3,758,000 |
5,210 |
|
Truadvice LLC |
15 |
- |
2023-09-30 |
102,728 |
$3,584,000 |
39,701 |
|
Dynamic Advisors Solutions LLC |
217 |
- |
2024-03-31 |
86,613 |
$3,368,000 |
7,576 |
|
MidWestOne Financial Group Inc. |
35 |
- |
2023-12-31 |
89,708 |
$3,279,000 |
10,304 |
|
Baron Financial Group LLC |
17 |
- |
2024-03-31 |
82,760 |
$3,218,000 |
23,370 |
|
BlueChip Wealth Advisors LLC |
15 |
- |
2024-03-31 |
78,961 |
$3,070,000 |
50,347 |
|
McAdam LLC |
68 |
- |
2024-03-31 |
72,831 |
$2,832,000 |
9,074 |
|
SPC FINANCIAL, INC. |
63 |
- |
2024-03-31 |
72,637 |
$2,824,000 |
9,358 |
|
Spire Wealth Management |
210 |
- |
2024-03-31 |
70,458 |
$2,739,000 |
3,234 |
|
RENAISSANCE TECHNOLOGIES LLC |
1815 |
- |
2023-12-31 |
68,148 |
$2,491,000 |
68,148 |
|
Meridian Wealth Advisors LLC |
49 |
- |
2024-03-31 |
64,030 |
$2,489,000 |
24 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
21 |
- |
2024-03-31 |
63,930 |
$2,486,000 |
3,149 |
|
Capital Investment Advisory Services LLC |
90 |
- |
2024-03-31 |
62,450 |
$2,428,000 |
8,862 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
178 |
- |
2023-12-31 |
62,462 |
$2,283,000 |
1,947 |
|
WEDBUSH MORGAN SECURITIES INC |
150 |
- |
2023-12-31 |
61,958 |
$2,265,000 |
2,732 |
|
IFP Advisors Inc |
216 |
- |
2023-12-31 |
59,747 |
$2,184,000 |
402 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
247 |
- |
2024-03-31 |
50,670 |
$1,970,000 |
10,555 |
|
Financial Advocates Investment Management |
184 |
- |
2024-03-31 |
50,353 |
$1,958,000 |
8,026 |
|
Ausdal Financial Partners Inc. |
105 |
- |
2024-03-31 |
50,274 |
$1,955,000 |
1,505 |
|
HF Advisory Group LLC |
28 |
- |
2024-03-31 |
49,799 |
$1,936,000 |
2,007 |
|
H D Vest Advisory Services |
551 |
- |
2024-03-31 |
47,740 |
$1,856,000 |
934 |
|
Northwest Financial Advisors |
15 |
- |
2024-03-31 |
40,683 |
$1,582,000 |
5,609 |
|
Qube Research & Technologies Ltd |
1435 |
- |
2023-12-31 |
41,317 |
$1,510,000 |
9,928 |
|
Capital Wealth Planning LLC |
78 |
- |
2024-03-31 |
36,355 |
$1,413,000 |
5,743 |
|
Altus Wealth Group LLC |
38 |
- |
2024-03-31 |
35,699 |
$1,388,000 |
10,987 |
|
DAVIDSON D A & CO |
619 |
- |
2023-12-31 |
35,740 |
$1,306,000 |
625 |
|
CAP Partners LLC |
21 |
- |
2024-03-31 |
33,405 |
$1,299,000 |
1,212 |
|
PROSPERA FINANCIAL SERVICES |
421 |
- |
2023-12-31 |
32,998 |
$1,206,000 |
574 |
|
Kestra Advisory Services LLC |
1082 |
- |
2023-12-31 |
29,406 |
$1,075,000 |
1,946 |
|
PRINCIPAL SECURITIES INC. |
454 |
- |
2024-03-31 |
25,074 |
$975,000 |
6,260 |
|
Strategic Financial Concepts LLC |
99 |
- |
2024-03-31 |
24,931 |
$969,000 |
251 |
|
ICA Group Wealth Management LLC |
100 |
- |
2023-12-31 |
25,228 |
$922,000 |
4,090 |
|
CFO4Life Group LLC |
68 |
- |
2024-03-31 |
23,569 |
$916,000 |
360 |
|
Allred Capital Management LLC |
69 |
- |
2024-03-31 |
21,651 |
$842,000 |
259 |
|
Retirement Group LLC |
52 |
- |
2024-03-31 |
20,655 |
$803,000 |
500 |
|
Capital Investment Advisors LLC |
323 |
- |
2024-03-31 |
19,803 |
$770,000 |
2,692 |
|
Capital Advisory Group Advisory Services LLC |
70 |
- |
2024-03-31 |
18,214 |
$708,000 |
1,593 |
|
Sigma Planning Corp |
620 |
- |
2024-03-31 |
18,082 |
$703,000 |
11,784 |
|
Marest Capital LLC |
8 |
- |
2024-03-31 |
17,967 |
$699,000 |
3,710 |
|
Gateway Wealth Partners LLC |
81 |
- |
2023-12-31 |
18,469 |
$675,000 |
9,523 |
|
YARGER WEALTH STRATEGIES LLC |
42 |
- |
2024-03-31 |
15,116 |
$588,000 |
118 |
|
Berger Financial Group Inc |
190 |
- |
2024-03-31 |
14,549 |
$566,000 |
58 |
|
Lane & Associates LLC |
60 |
- |
2024-03-31 |
14,122 |
$549,000 |
151 |
|
HBK SORCE ADVISORY LLC |
319 |
- |
2024-03-31 |
13,875 |
$539,000 |
718 |
|
Concurrent Investment Advisors LLC |
543 |
- |
2024-03-31 |
12,978 |
$505,000 |
692 |
|
Brookstone Capital Management |
646 |
- |
2024-03-31 |
11,310 |
$440,000 |
2,410 |
|
COWA LLC |
79 |
- |
2024-03-31 |
11,262 |
$438,000 |
477 |
|
Asset Allocation Strategies LLC |
51 |
- |
2024-03-31 |
10,430 |
$406,000 |
1,428 |
|
Joseph P. Lucia & Associates LLC |
83 |
- |
2024-03-31 |
10,410 |
$405,000 |
12 |
|
Advisory Alpha LLC |
249 |
- |
2024-03-31 |
10,085 |
$392,000 |
429 |
|
Stratos Wealth Advisors LLC |
534 |
- |
2024-03-31 |
8,799 |
$342,000 |
711 |
|
PROEQUITIES INC. |
520 |
- |
2024-03-31 |
8,724 |
$339,000 |
3,975 |
|
Capital Market Strategies LLC |
89 |
- |
2024-03-31 |
8,551 |
$332,000 |
1,005 |
|
AE Wealth Management LLC |
1668 |
- |
2023-12-31 |
8,366 |
$311,000 |
335 |
|
Patriot Financial Group Insurance Agency LLC |
362 |
- |
2024-03-31 |
10,522 |
$303,000 |
2,157 |
|
Gilliland Jeter Wealth Management LLC |
149 |
- |
2024-03-31 |
6,561 |
$255,000 |
31 |
|
VIRTU FINANCIAL LLC |
681 |
- |
2023-12-31 |
6,981 |
$255,000 |
6,981 |
|
CAPROCK Group Inc. |
619 |
- |
2024-03-31 |
6,336 |
$246,000 |
76 |
|
SIGNATUREFD, LLC |
879 |
- |
2024-03-31 |
4,553 |
$177,000 |
4,553 |
|
US BANCORP |
2110 |
- |
2024-03-31 |
4,126 |
$160,000 |
1,622 |
|
ANCORA ADVISORS, LLC |
727 |
- |
2023-12-31 |
3,265 |
$119,000 |
39 |
|
Global Retirement Partners LLC |
1395 |
- |
2024-03-31 |
1,279 |
$50,000 |
242 |
|
BELLEVUE ASSET MANAGEMENT LLC |
189 |
- |
2024-03-31 |
818 |
$32,000 |
2 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
918 |
- |
2024-03-31 |
611 |
$24,000 |
387 |
|
NBC SECURITIES INC. |
1447 |
- |
2024-03-31 |
520 |
$21,000 |
6 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|