| |
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 |
|
| LPL FINANCIAL CORP |
1040 |
- |
2023-12-31 |
571,771 |
$14,106,000 |
-44,120 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
54,839 |
$1,353,000 |
-2,128 |
|
| JANE STREET GROUP LLC |
2923 |
- |
2023-12-31 |
51,731 |
$1,276,000 |
-182,582 |
|
| 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 |
|
| 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 |
|
| Archford Capital Strategies LLC |
152 |
- |
2023-12-31 |
23,323 |
$575,000 |
-2,609 |
|
| CLS INVESTMENT FIRM LLC |
969 |
- |
2022-12-31 |
25,595 |
$509,000 |
-157 |
|
| Accel Wealth Management |
116 |
- |
2024-03-31 |
18,015 |
$445,000 |
-370 |
|
| MORGAN STANLEY |
5198 |
- |
2023-12-31 |
17,051 |
$421,000 |
-4,482 |
|
| 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 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
855 |
- |
2023-12-31 |
14,810 |
$365,000 |
-230 |
|
| Joseph P. Lucia & Associates LLC |
87 |
- |
2023-12-31 |
13,970 |
$345,000 |
-3,760 |
|
| Atlas Private Wealth Advisors |
118 |
- |
2023-12-31 |
12,596 |
$311,000 |
-1,396 |
|
| 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 |
|
| Steward Partners Investment Advisory LLC |
1290 |
- |
2023-12-31 |
10,054 |
$248,000 |
-23,556 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1573 |
- |
2023-09-30 |
10,130 |
$238,000 |
-819 |
|
| Gateway Wealth Partners LLC |
200 |
- |
2023-12-31 |
9,106 |
$225,000 |
-3,545 |
|
| CAPTRUST FINANCIAL ADVISORS |
2393 |
- |
2023-12-31 |
8,125 |
$200,000 |
-3,432 |
|
| Goss Wealth Management LLC |
1776 |
- |
2023-12-31 |
6,263 |
$155,000 |
-11,438 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1131 |
- |
2023-12-31 |
2,993 |
$74,000 |
-1,410 |
|
| US BANCORP |
2537 |
- |
2023-12-31 |
2,511 |
$62,000 |
-11,181 |
|
| TUCKER ASSET MANAGEMENT LLC |
259 |
- |
2023-12-31 |
1,632 |
$40,000 |
-213 |
|
| VALLEY NATIONAL ADVISERS INC |
453 |
- |
2024-03-31 |
1,414 |
$34,000 |
-302 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,332 |
$33,000 |
-863 |
|
| Spire Wealth Management |
1351 |
- |
2023-12-31 |
1,410 |
$32,000 |
-320 |
|
| NBC SECURITIES INC. |
1423 |
- |
2024-03-31 |
911 |
$22,000 |
-276 |
|
| SIMPLEX TRADING LLC |
1638 |
- |
2023-12-31 |
815 |
$20,000 |
-2,356 |
|
| Aspire Private Capital LLC |
440 |
- |
2024-03-31 |
282 |
$7,000 |
-151 |
|
| Jackson Grant Investment Advisers Inc. |
269 |
- |
2023-12-31 |
290 |
$7,000 |
-554 |
|
| TSFG LLC |
589 |
- |
2024-03-31 |
171 |
$4,000 |
-918 |
|
| CULLEN FROST BANKERS INC |
949 |
- |
2023-12-31 |
100 |
$2,000 |
-175 |
|
| VisionPoint Advisory Group LLC |
874 |
- |
2023-12-31 |
12 |
$0 |
-453 |
|
|
49 Records found
|
1
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