|
Institutional
Holders
Total
Institutions:
|
173 13 |
|
Total
shares held :
|
6,886,530 |
|
% of shares
held :
|
20.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-1,203,237 |
|
% of shares
held change :
|
-3.61% |
|
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 |
PNC FINANCIAL SERVICES GROUP INC |
348 |
- |
2023-12-31 |
994,387 |
$24,532,000 |
-26,683 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
604,343 |
$14,909,000 |
45,411 |
|
LPL FINANCIAL CORP |
1040 |
- |
2023-12-31 |
571,771 |
$14,106,000 |
-44,120 |
|
Bensler LLC |
|
- |
2023-12-31 |
456,848 |
$11,270,000 |
46,964 |
|
Advisor Group Holdings Inc. |
768 |
- |
2023-12-31 |
431,467 |
$10,650,000 |
9,975 |
|
YCMNET ADVISORS INC |
70 |
- |
2023-12-31 |
410,207 |
$10,120,000 |
-22,397 |
|
BANK OF AMERICA CORP /DE/ |
2547 |
- |
2023-12-31 |
326,913 |
$8,065,000 |
-75,986 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
475 |
- |
2023-12-31 |
272,653 |
$6,726,000 |
-7,656 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1076 |
- |
2023-12-31 |
200,781 |
$4,953,000 |
4,270 |
|
CX Institutional |
115 |
- |
2023-12-31 |
170,655 |
$4,210,000 |
-66,403 |
|
ROYAL BANK OF CANADA |
2175 |
- |
2023-12-31 |
135,565 |
$3,345,000 |
76,754 |
|
TAP Consulting LLC |
35 |
- |
2023-12-31 |
124,626 |
$3,075,000 |
15,963 |
|
FINANCIAL NETWORK |
858 |
- |
2023-12-31 |
102,479 |
$2,528,000 |
-4,223 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1510 |
- |
2023-12-31 |
101,209 |
$2,497,000 |
-23,234 |
|
ENVESTNET ASSET MANAGEMENT INC |
2359 |
- |
2023-12-31 |
95,026 |
$2,344,000 |
3,719 |
|
CLAUDIA M.P. BATLLE CRP (R) LLC |
42 |
- |
2023-12-31 |
89,462 |
$2,207,000 |
5,801 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1132 |
- |
2023-12-31 |
88,447 |
$2,182,000 |
-23,308 |
|
RAYMOND JAMES & ASSOCIATES |
2118 |
- |
2023-12-31 |
76,286 |
$1,882,000 |
-2,413 |
|
Change Path LLC |
170 |
- |
2023-12-31 |
74,405 |
$1,835,000 |
-804 |
|
Qube Research & Technologies Ltd |
1337 |
- |
2023-12-31 |
73,735 |
$1,819,000 |
-100 |
|
WELLS FARGO & CO/MN |
2582 |
- |
2023-12-31 |
71,256 |
$1,758,000 |
-15,730 |
|
STIFEL FINANCIAL CORP |
1771 |
- |
2023-12-31 |
70,164 |
$1,731,000 |
4,752 |
|
MARINER WEALTH ADVISORS, LLC |
1207 |
- |
2023-12-31 |
58,678 |
$1,448,000 |
4,621 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
54,839 |
$1,353,000 |
-2,128 |
|
MML INVESTORS SERVICES LLC |
1203 |
- |
2023-12-31 |
52,336 |
$1,291,000 |
3,431 |
|
JANE STREET GROUP LLC |
2923 |
- |
2023-12-31 |
51,731 |
$1,276,000 |
-182,582 |
|
Financial Freedom LLC |
|
- |
2023-12-31 |
48,800 |
$1,204,000 |
11,029 |
|
Kingsview Wealth Management LLC |
418 |
*New |
2023-12-31 |
47,541 |
$1,173,000 |
47,541 |
|
AMERIPRISE FINANCIAL INC |
3108 |
- |
2023-12-31 |
40,934 |
$1,010,000 |
-187,597 |
|
Cetera Investment Advisers |
1106 |
- |
2023-12-31 |
40,262 |
$993,000 |
-13,894 |
|
American Institute for Advanced Investment Managem |
|
- |
2023-12-31 |
37,430 |
$923,000 |
-2,294 |
|
SMITHBRIDGE ASSET MANAGEMENT INC/DE |
93 |
- |
2023-12-31 |
35,262 |
$870,000 |
-3,410 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
32,088 |
$792,000 |
-7,978 |
|
DAVIDSON D A & CO |
791 |
- |
2023-12-31 |
30,913 |
$763,000 |
-16,259 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3212 |
- |
2023-12-31 |
29,906 |
$738,000 |
-192,296 |
|
CITADEL ADVISORS LLC |
3215 |
- |
2023-12-31 |
29,675 |
$732,000 |
21,188 |
|
Equitable Holdings Inc. |
680 |
- |
2023-12-31 |
27,038 |
$667,000 |
1,961 |
|
RDL FINANCIAL INC |
|
- |
2023-12-31 |
23,524 |
$613,000 |
169 |
|
Archford Capital Strategies LLC |
152 |
- |
2023-12-31 |
23,323 |
$575,000 |
-2,609 |
|
HIGHTOWER ADVISORS, LLC |
2174 |
- |
2023-12-31 |
23,071 |
$566,000 |
2,275 |
|
Wealthfront Advisers LLC |
699 |
- |
2023-12-31 |
22,404 |
$553,000 |
3,194 |
|
HBW Advisory Services LLC |
172 |
- |
2023-12-31 |
21,828 |
$539,000 |
-407 |
|
MULTIFINANCIAL SECURITIES CORP |
1115 |
- |
2023-12-31 |
20,718 |
$511,000 |
407 |
|
CLS INVESTMENT FIRM LLC |
969 |
- |
2022-12-31 |
25,595 |
$509,000 |
-157 |
|
WESTWOOD HOLDINGS GROUP INC |
357 |
*New |
2023-12-31 |
20,161 |
$497,000 |
20,161 |
|
Wellington Wealth Strategies LLC. |
46 |
- |
2023-12-31 |
19,959 |
$492,000 |
0 |
|
Grassi Investment Management |
95 |
- |
2023-12-31 |
18,657 |
$460,000 |
100 |
|
Accel Wealth Management |
105 |
- |
2023-12-31 |
18,385 |
$454,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1409 |
- |
2023-12-31 |
17,350 |
$428,000 |
1,896 |
|
MORGAN STANLEY |
5198 |
- |
2023-12-31 |
17,051 |
$421,000 |
-4,482 |
|
GeoWealth Management LLC |
357 |
- |
2023-12-31 |
16,947 |
$419,000 |
1,211 |
|
Atria Wealth Solutions Inc. |
1303 |
- |
2023-12-31 |
16,396 |
$408,000 |
-3,405 |
|
CREATIVE PLANNING |
1921 |
- |
2023-12-31 |
15,104 |
$373,000 |
-11,836 |
|
OPPENHEIMER & CO INC |
1061 |
- |
2023-12-31 |
15,063 |
$372,000 |
45 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
855 |
- |
2023-12-31 |
14,810 |
$365,000 |
-230 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
14,047 |
$347,000 |
147 |
|
Joseph P. Lucia & Associates LLC |
87 |
- |
2023-12-31 |
13,970 |
$345,000 |
-3,760 |
|
Solano Wealth Management Inc. |
25 |
- |
2023-12-31 |
13,875 |
$342,000 |
0 |
|
NOMURA ASSET MANAGEMENT CO LTD |
864 |
- |
2023-12-31 |
13,670 |
$337,000 |
0 |
|
STEPHENS INC /AR/ |
898 |
- |
2023-12-31 |
13,400 |
$331,000 |
2,500 |
|
Capital Financial Planning LLC |
56 |
- |
2023-09-30 |
13,852 |
$325,000 |
67 |
|
Atlas Private Wealth Advisors |
118 |
- |
2023-12-31 |
12,596 |
$311,000 |
-1,396 |
|
TD Waterhouse Canada Inc. |
627 |
- |
2023-12-31 |
11,956 |
$283,000 |
394 |
|
VALMARK ADVISERS INC |
431 |
- |
2023-12-31 |
11,021 |
$272,000 |
2,000 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
333 |
- |
2023-12-31 |
10,838 |
$267,000 |
303 |
|
AE Wealth Management LLC |
1768 |
- |
2023-12-31 |
11,371 |
$261,000 |
-546 |
|
WHITTIER TRUST CO |
598 |
- |
2023-12-31 |
10,495 |
$259,000 |
-8,000 |
|
PATHSTONE FAMILY OFFICE, LLC |
1379 |
*New |
2023-09-30 |
10,898 |
$256,000 |
10,898 |
|
Steward Partners Investment Advisory LLC |
1290 |
- |
2023-12-31 |
10,054 |
$248,000 |
-23,556 |
|
PFG Investments LLC |
401 |
- |
2023-12-31 |
10,052 |
$248,000 |
321 |
|
Pathstone Holdings LLC |
1965 |
- |
2023-12-31 |
9,662 |
$238,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1573 |
- |
2023-09-30 |
10,130 |
$238,000 |
-819 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
642 |
- |
2023-12-31 |
9,379 |
$233,000 |
0 |
|
J P MORGAN CHASE & CO |
4113 |
*New |
2023-12-31 |
9,347 |
$231,000 |
9,347 |
|
Private Advisor Group LLC |
1970 |
- |
2023-12-31 |
9,106 |
$225,000 |
9,106 |
|
Gateway Wealth Partners LLC |
200 |
- |
2023-12-31 |
9,106 |
$225,000 |
-3,545 |
|
JANNEY MONTGOMERY SCOTT LLC |
2381 |
- |
2023-12-31 |
8,950 |
$221,000 |
8,950 |
|
QUANTITATIVE ADVANTAGE LLC |
112 |
- |
2023-03-31 |
8,968 |
$214,000 |
8,968 |
|
Kestra Advisory Services LLC |
2068 |
- |
2023-12-31 |
8,473 |
$209,000 |
8,473 |
|
CWM LLC |
1392 |
- |
2023-12-31 |
8,385 |
$207,000 |
3,977 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
272 |
- |
2023-12-31 |
8,400 |
$207,000 |
8,400 |
|
Cedar Brook Financial Partners LLC |
394 |
- |
2023-12-31 |
8,681 |
$204,000 |
41 |
|
LJI Wealth Management LLC |
161 |
- |
2023-12-31 |
8,145 |
$201,000 |
8,145 |
|
CAPTRUST FINANCIAL ADVISORS |
2393 |
- |
2023-12-31 |
8,125 |
$200,000 |
-3,432 |
|
HARBOUR INVESTMENTS INC. |
885 |
- |
2023-12-31 |
7,509 |
$185,000 |
985 |
|
JONES FINANCIAL COMPANIES LLLP |
338 |
*New |
2023-12-31 |
7,349 |
$181,000 |
7,349 |
|
BNP PARIBAS ARBITRAGE SA |
2450 |
- |
2023-12-31 |
7,046 |
$174,000 |
166 |
|
Farther Finance Advisors LLC |
621 |
*New |
2023-12-31 |
6,667 |
$164,000 |
6,667 |
|
Goss Wealth Management LLC |
1776 |
- |
2023-12-31 |
6,263 |
$155,000 |
-11,438 |
|
WULFF HANSEN & CO. |
82 |
- |
2023-12-31 |
22,790 |
$147,000 |
0 |
|
GPS Wealth Strategies Group LLC |
295 |
- |
2023-12-31 |
5,712 |
$141,000 |
0 |
|
Advantage Trust Co |
59 |
- |
2023-12-31 |
5,380 |
$133,000 |
0 |
|
VIMA LLC |
60 |
- |
2023-12-31 |
5,285 |
$130,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2808 |
- |
2023-12-31 |
4,505 |
$113,000 |
716 |
|
MCF Advisors LLC |
278 |
- |
2023-12-31 |
4,386 |
$109,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
4,070 |
$100,000 |
0 |
|
Global Retirement Partners LLC |
1051 |
- |
2023-12-31 |
4,248 |
$97,000 |
5 |
|
Bank Julius Baer & Co. Ltd Zurich |
413 |
- |
2023-12-31 |
3,585 |
$88,000 |
3,585 |
|
ADVISORY SERVICES NETWORK, LLC |
1717 |
*New |
2023-12-31 |
3,404 |
$84,000 |
3,404 |
|
Capital Analysts Inc. |
574 |
- |
2023-12-31 |
3,046 |
$75,000 |
0 |
|
|
100 Records found
|
1
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