|
Institutional
Holders
Total
Institutions:
|
82 18 |
|
Total
shares held :
|
12,088,450 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
5,368,330 |
|
% of shares
held change :
|
42.61% |
|
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 |
TOWNSQUARE CAPITAL LLC |
45 |
*New |
2023-12-31 |
983,736 |
$28,204,000 |
983,736 |
|
HIGHTOWER ADVISORS, LLC |
557 |
- |
2024-03-31 |
515,756 |
$14,927,000 |
43,248 |
|
ALTFEST L J & CO INC |
15 |
- |
2024-03-31 |
465,667 |
$13,476,000 |
14,560 |
|
GRADIENT INVESTMENTS LLC |
124 |
- |
2024-03-31 |
328,793 |
$9,515,000 |
328,293 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
286,062 |
$8,201,000 |
286,062 |
|
LINCOLN NATIONAL CORP |
121 |
- |
2024-03-31 |
219,868 |
$6,363,000 |
-76,549 |
|
EisnerAmper Wealth Management Corporate Benefits L |
15 |
*New |
2023-12-31 |
163,361 |
$4,684,000 |
163,361 |
|
Alliance Wealth Advisors LLC /UT |
10 |
*New |
2023-12-31 |
147,981 |
$4,243,000 |
147,981 |
|
Wallace Advisory Group LLC |
5 |
*New |
2024-03-31 |
125,689 |
$3,604,000 |
125,689 |
|
Arete Wealth Advisors LLC |
81 |
*New |
2023-12-31 |
120,209 |
$3,446,000 |
120,209 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
13 |
- |
2024-03-31 |
87,955 |
$2,545,000 |
10,241 |
|
Long Island Wealth Management Inc. |
17 |
- |
2023-12-31 |
83,735 |
$2,401,000 |
0 |
|
Kestra Advisory Services LLC |
737 |
- |
2023-12-31 |
79,214 |
$2,271,000 |
3,903 |
|
OLD MISSION CAPITAL LLC |
259 |
*New |
2023-12-31 |
69,318 |
$1,987,000 |
69,318 |
|
MERCER GLOBAL ADVISORS INC /ADV |
802 |
*New |
2023-12-31 |
54,616 |
$1,566,000 |
54,616 |
|
Financial Network Wealth Advisors LLC |
14 |
- |
2023-12-31 |
49,107 |
$1,408,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
359 |
- |
2024-03-31 |
47,915 |
$1,387,000 |
47,628 |
|
Diligent Investors LLC |
82 |
- |
2024-03-31 |
47,035 |
$1,361,000 |
26,303 |
|
Advisor Group Holdings Inc. |
2097 |
- |
2024-03-31 |
43,629 |
$1,263,000 |
5,590 |
|
SageView Advisory Group LLC |
168 |
- |
2024-03-31 |
49,832 |
$1,251,000 |
42,343 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2096 |
- |
2024-03-31 |
41,520 |
$1,202,000 |
-233,891 |
|
3EDGE Asset Management LP |
40 |
- |
2024-03-31 |
39,271 |
$1,137,000 |
-6,341,189 |
|
DFPG INVESTMENTS INC. |
219 |
- |
2023-12-31 |
38,314 |
$1,087,000 |
6,819 |
|
Compass Advisory Group LLC |
36 |
- |
2024-03-31 |
31,640 |
$916,000 |
-3,420 |
|
Strategic Blueprint LLC |
259 |
- |
2024-03-31 |
31,410 |
$909,000 |
-19,102 |
|
CAPTRUST FINANCIAL ADVISORS |
1354 |
- |
2023-12-31 |
30,560 |
$876,000 |
0 |
|
AdvisorNet Financial Inc |
226 |
- |
2024-03-31 |
29,708 |
$860,000 |
0 |
|
CWM LLC |
924 |
- |
2024-03-31 |
28,795 |
$833,000 |
1,901 |
|
MATHER GROUP, INC. |
250 |
- |
2024-03-31 |
28,632 |
$821,000 |
-5,738 |
|
Cypress Wealth Services LLC |
93 |
- |
2024-03-31 |
28,190 |
$816,000 |
0 |
|
My Personal CFO LLC |
45 |
- |
2024-03-31 |
28,190 |
$816,000 |
-5,700 |
|
Sunbelt Securities Inc. |
210 |
- |
2024-03-31 |
28,056 |
$812,000 |
4,783 |
|
AE Wealth Management LLC |
1226 |
*New |
2023-12-31 |
28,506 |
$800,000 |
28,506 |
|
BKD WEALTH ADVISORS LLC |
236 |
- |
2024-03-31 |
26,502 |
$767,000 |
-7,894 |
|
GILL CAPITAL PARTNERS LLC |
56 |
- |
2024-03-31 |
26,270 |
$762,000 |
2,315 |
|
IFP Advisors Inc |
458 |
- |
2023-12-31 |
24,415 |
$700,000 |
1,939 |
|
Pillar Wealth Advisors LLC |
39 |
- |
2024-03-31 |
23,556 |
$682,000 |
-2,781 |
|
JANNEY MONTGOMERY SCOTT LLC |
1749 |
- |
2024-03-31 |
23,093 |
$668,000 |
-1,017 |
|
FINANCIAL NETWORK |
1651 |
- |
2023-12-31 |
23,309 |
$668,000 |
-6,193 |
|
ENVESTNET ASSET MANAGEMENT INC |
3165 |
- |
2023-12-31 |
22,854 |
$655,000 |
-3,862 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2161 |
- |
2024-03-31 |
19,764 |
$572,000 |
-336,914 |
|
H D Vest Advisory Services |
982 |
- |
2024-03-31 |
19,140 |
$554,000 |
5,814 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1523 |
- |
2024-03-31 |
18,783 |
$544,000 |
-51,785 |
|
Benchmark Investment Advisors LLC |
192 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
BCJ Capital Management LLC |
186 |
*New |
2023-12-31 |
17,485 |
$501,000 |
17,485 |
|
LPL FINANCIAL CORP |
3714 |
- |
2024-03-31 |
17,103 |
$495,000 |
-11,759 |
|
J P MORGAN CHASE & CO |
3745 |
*New |
2024-03-31 |
16,673 |
$483,000 |
16,673 |
|
Cetera Investment Advisers |
1514 |
- |
2023-12-31 |
16,370 |
$469,000 |
1,160 |
|
REGIMEN WEALTH LLC |
41 |
*New |
2023-12-31 |
15,219 |
$436,000 |
15,219 |
|
PFG Investments LLC |
606 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
Consolidated Portfolio Review Corp |
177 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
Tradition Wealth Management LLC |
240 |
- |
2023-12-31 |
13,406 |
$384,000 |
-747 |
|
WPWealth LLP |
46 |
*New |
2023-12-31 |
13,315 |
$382,000 |
13,315 |
|
Continuum Advisory LLC |
342 |
*New |
2023-12-31 |
12,401 |
$356,000 |
12,401 |
|
ADVISORY SERVICES NETWORK, LLC |
1093 |
*New |
2024-03-31 |
11,814 |
$342,000 |
11,814 |
|
PRIVATE CLIENT SERVICES LLC |
90 |
*New |
2024-03-31 |
10,811 |
$313,000 |
10,811 |
|
Belpointe Asset Management LLC |
581 |
*New |
2024-03-31 |
10,420 |
$302,000 |
10,420 |
|
Weaver Consulting Group |
154 |
- |
2024-03-31 |
10,251 |
$297,000 |
0 |
|
Wealth Alliance |
421 |
- |
2024-03-31 |
9,465 |
$274,000 |
-15,000 |
|
Alera Investment Advisors LLC |
147 |
- |
2024-03-31 |
8,848 |
$256,000 |
-907 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
139 |
- |
2024-03-31 |
8,796 |
$255,000 |
736 |
|
Resources Investment Advisors Inc. |
987 |
- |
2024-03-31 |
8,056 |
$233,000 |
-1,222 |
|
MML INVESTORS SERVICES LLC |
2234 |
*New |
2023-12-31 |
7,860 |
$225,000 |
7,860 |
|
U.S. Capital Wealth Advisors LLC |
624 |
- |
2024-03-31 |
7,664 |
$222,000 |
-1,647 |
|
Apollon Wealth Management LLC |
1032 |
- |
2024-03-31 |
7,050 |
$204,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
151 |
- |
2024-03-31 |
5,995 |
$173,000 |
-5 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1101 |
- |
2024-03-31 |
3,300 |
$96,000 |
0 |
|
Capital Investment Advisory Services LLC |
630 |
- |
2024-03-31 |
2,110 |
$61,000 |
0 |
|
TFO-TDC LLC |
55 |
- |
2023-12-31 |
2,083 |
$60,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3046 |
- |
2023-12-31 |
1,400 |
$40,000 |
0 |
|
HANSON MCCLAIN, INC. |
1478 |
*New |
2024-03-31 |
1,128 |
$33,000 |
1,128 |
|
COMERICA BANK |
2815 |
- |
2023-12-31 |
1,152 |
$33,000 |
0 |
|
FMR LLC |
3759 |
- |
2023-12-31 |
736 |
$21,000 |
734 |
|
HARBOUR INVESTMENTS INC. |
2016 |
- |
2023-12-31 |
490 |
$14,000 |
0 |
|
NBC SECURITIES INC. |
1657 |
*New |
2024-03-31 |
350 |
$11,000 |
350 |
|
Archer Investment Corp |
654 |
- |
2024-03-31 |
326 |
$9,000 |
-502 |
|
Global Trust Asset Management LLC |
396 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
Cape Investment Advisory Inc. |
858 |
- |
2023-12-31 |
100 |
$3,000 |
50 |
|
BANK OF AMERICA CORP /DE/ |
5958 |
*New |
2023-12-31 |
68 |
$2,000 |
68 |
|
Fortitude Family Office LLC |
950 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,627 |
|
FirstPurpose Wealth LLC |
208 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,783 |
|
Orion Portfolio Solutions LLC |
1717 |
*Closed |
2024-03-31 |
0 |
$0 |
-213,596 |
|
CITADEL ADVISORS LLC |
5701 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,747 |
|
Koshinski Asset Management Inc. |
587 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,232 |
|
Feltz Wealth PLAN Inc. |
320 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,344 |
|
BAKER TILLY FINANCIAL LLC |
459 |
*Closed |
2024-03-31 |
0 |
$0 |
-95,520 |
|
Geneos Wealth Management Inc. |
2153 |
*Closed |
2024-03-31 |
0 |
$0 |
-300 |
|
Michael S. Ryan Inc. |
50 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,623 |
|
UBS Group AG |
7974 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,657 |
|
MBL Wealth LLC |
207 |
*Closed |
2024-03-31 |
0 |
$0 |
-139,645 |
|
PROEQUITIES INC. |
8939 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Matrix Trust Co |
88 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,819 |
|
BCGM Wealth Management LLC |
146 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,215 |
|
Portside Wealth Group LLC |
369 |
*Closed |
2024-03-31 |
0 |
$0 |
-247,538 |
|
NORDEN GROUP LLC |
427 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,970 |
|
Caitlin John LLC |
848 |
- |
2023-12-31 |
13 |
$0 |
0 |
|
|
96 Records found
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1
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