|
Institutional
Holders
Total
Institutions:
|
61 2 |
|
Total
shares held :
|
3,329,325 |
|
% of shares
held :
|
14.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
915,081 |
|
% of shares
held change :
|
3.93% |
|
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 |
557 |
- |
2023-12-31 |
912,188 |
$41,979,000 |
-316,136 |
|
CIBC WORLD MARKETS INC. |
132 |
- |
2023-12-31 |
612,765 |
$28,199,000 |
601,324 |
|
Barry Investment Advisors LLC |
4 |
- |
2024-03-31 |
282,742 |
$13,586,000 |
14,000 |
|
Morris Retirement Advisors LLC |
2 |
- |
2023-12-31 |
224,207 |
$10,318,000 |
117,283 |
|
BANK OF AMERICA CORP /DE/ |
2605 |
- |
2023-12-31 |
164,844 |
$7,586,000 |
12,871 |
|
Merit Financial Group LLC |
144 |
- |
2023-12-31 |
66,560 |
$3,063,000 |
-24,449 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1446 |
- |
2023-12-31 |
61,278 |
$2,820,000 |
64 |
|
Integrated Wealth Concepts LLC |
398 |
- |
2023-12-31 |
54,521 |
$2,509,000 |
-10,084 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
242 |
- |
2023-12-31 |
32,377 |
$1,490,000 |
1,026 |
|
RAYMOND JAMES & ASSOCIATES |
2332 |
- |
2024-03-31 |
30,830 |
$1,481,000 |
453 |
|
JANNEY MONTGOMERY SCOTT LLC |
1243 |
- |
2023-12-31 |
31,379 |
$1,444,000 |
-6,824 |
|
Cetera Investment Advisers |
951 |
- |
2023-12-31 |
28,863 |
$1,328,000 |
2,736 |
|
ICA Group Wealth Management LLC |
96 |
- |
2023-12-31 |
20,549 |
$946,000 |
-2,721 |
|
STIFEL FINANCIAL CORP |
2210 |
- |
2023-12-31 |
19,116 |
$880,000 |
169 |
|
Venture Visionary Partners LLC |
262 |
*New |
2023-12-31 |
18,999 |
$874,000 |
18,999 |
|
Advisor Group Holdings Inc. |
2711 |
- |
2023-12-31 |
17,681 |
$814,000 |
-16,600 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
370 |
- |
2023-12-31 |
16,255 |
$748,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3108 |
- |
2023-12-31 |
15,919 |
$733,000 |
1,214 |
|
Wealthcare Advisory Partners LLC |
489 |
- |
2024-03-31 |
13,114 |
$630,000 |
487 |
|
ROYAL BANK OF CANADA |
3464 |
- |
2023-12-31 |
13,558 |
$624,000 |
-612 |
|
SOUTHERN CAPITAL ADVISORS LLC |
|
- |
2023-12-31 |
13,313 |
$613,000 |
6,606 |
|
BEAM Asset Management LLC |
48 |
- |
2023-12-31 |
13,293 |
$612,000 |
-16,420 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2128 |
- |
2024-03-31 |
12,390 |
$595,000 |
5,084 |
|
HARBOUR INVESTMENTS INC. |
526 |
- |
2023-12-31 |
11,239 |
$517,000 |
4,061 |
|
NTV ASSET MANAGEMENT LLC |
167 |
- |
2023-12-31 |
9,925 |
$457,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
996 |
- |
2024-03-31 |
9,494 |
$456,000 |
-5,240 |
|
GREAT VALLEY ADVISOR GROUP INC. |
488 |
- |
2023-12-31 |
9,474 |
$436,000 |
-295 |
|
Kestra Advisory Services LLC |
1612 |
- |
2023-12-31 |
9,154 |
$421,000 |
-524 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
246 |
*New |
2023-12-31 |
8,553 |
$394,000 |
8,553 |
|
Good Life Advisors LLC |
282 |
- |
2023-12-31 |
8,408 |
$387,000 |
444 |
|
Astoria Portfolio Advisors LLC. |
112 |
- |
2024-03-31 |
7,400 |
$342,000 |
0 |
|
FINANCIAL NETWORK |
2185 |
- |
2023-12-31 |
7,039 |
$324,000 |
-219 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2778 |
- |
2024-03-31 |
6,634 |
$319,000 |
631 |
|
Perennial Investment Advisors LLC |
264 |
- |
2023-12-31 |
5,715 |
$263,000 |
-660 |
|
Lakeview Capital Partners LLC |
345 |
- |
2023-12-31 |
5,517 |
$254,000 |
-32 |
|
HHM Wealth Advisors LLC |
125 |
- |
2023-12-31 |
5,280 |
$243,000 |
1,640 |
|
HIGHTOWER ADVISORS, LLC |
2821 |
- |
2023-12-31 |
5,185 |
$239,000 |
-1,516 |
|
BBJS FINANCIAL ADVISORS LLC |
46 |
- |
2023-12-31 |
5,000 |
$230,000 |
-1,700 |
|
FIRST HEARTLAND CONSULTANTS INC |
335 |
- |
2023-12-31 |
4,934 |
$227,000 |
-59 |
|
MML INVESTORS SERVICES LLC |
2264 |
*New |
2023-12-31 |
4,662 |
$215,000 |
4,662 |
|
Stratos Wealth Advisors LLC |
618 |
- |
2024-03-31 |
4,382 |
$211,000 |
-153 |
|
IFP Advisors Inc |
910 |
- |
2023-12-31 |
4,485 |
$206,000 |
10 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1565 |
- |
2023-12-31 |
3,576 |
$165,000 |
2,634 |
|
PRINCIPAL SECURITIES INC. |
1125 |
- |
2023-12-31 |
2,527 |
$116,000 |
0 |
|
MORGAN STANLEY |
5810 |
- |
2023-12-31 |
1,791 |
$82,000 |
-87 |
|
Pflug Koory LLC |
206 |
- |
2024-03-31 |
1,456 |
$70,000 |
4 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,339 |
$62,000 |
0 |
|
Retirement Group LLC |
200 |
- |
2023-12-31 |
1,326 |
$61,000 |
12 |
|
CARDIFF PARK ADVISORS LLC |
284 |
- |
2023-12-31 |
1,064 |
$49,000 |
9 |
|
SYM FINANCIAL CORPORATION |
148 |
*New |
2023-12-31 |
804 |
$37,000 |
804 |
|
BANK OF MONTREAL /CAN/ |
3080 |
- |
2023-12-31 |
804 |
$34,000 |
0 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
643 |
$30,000 |
-1,331 |
|
UBS Group AG |
5663 |
- |
2023-12-31 |
520 |
$24,000 |
283 |
|
FMR LLC |
3755 |
- |
2023-12-31 |
446 |
$21,000 |
134 |
|
PSI Advisors LLC |
413 |
- |
2024-03-31 |
343 |
$17,000 |
2 |
|
Capital Investment Advisory Services LLC |
814 |
- |
2024-03-31 |
200 |
$10,000 |
0 |
|
VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- |
97 |
- |
2023-12-31 |
150 |
$7,000 |
0 |
|
AdvisorNet Financial Inc |
1373 |
*New |
2024-03-31 |
156 |
$7,000 |
156 |
|
WELLS FARGO & CO/MN |
5273 |
- |
2023-12-31 |
86 |
$4,000 |
-384 |
|
Global Retirement Partners LLC |
2809 |
- |
2024-03-31 |
40 |
$2,000 |
0 |
|
Advisor Resource Council |
231 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,350 |
|
PROEQUITIES INC. |
3444 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
IHT Wealth Management LLC |
1005 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,641 |
|
Private Advisor Group LLC |
2223 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,541 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6217 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,795 |
|
WIN ADVISORS INC |
66 |
*Closed |
2024-03-31 |
0 |
$0 |
-538,235 |
|
GTS SECURITIES LLC |
1761 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,628 |
|
Private Ocean LLC |
558 |
*Closed |
2024-03-31 |
0 |
$0 |
-221 |
|
|
68 Records found
|
1
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