|
Institutional
Holders
Total
Institutions:
|
131 0 |
|
Total
shares held :
|
11,699,139 |
|
% of shares
held :
|
9.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-1,359,148 |
|
% of shares
held change :
|
-1.05% |
|
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 |
ARGI INVESTMENT SERVICES, LLC |
9 |
- |
2022-12-31 |
2,056,509 |
$84,399,000 |
160,860 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
6 |
- |
2023-12-31 |
1,616,831 |
$69,297,000 |
69,039 |
|
CWM LLC |
80 |
- |
2024-03-31 |
1,121,936 |
$49,971,000 |
-77,387 |
|
WELLS FARGO & CO/MN |
848 |
- |
2023-12-31 |
754,437 |
$32,335,000 |
-112,569 |
|
J P MORGAN CHASE & CO |
1339 |
- |
2023-12-31 |
707,574 |
$30,327,000 |
-125,353 |
|
MORGAN STANLEY |
2301 |
- |
2023-12-31 |
658,708 |
$28,232,000 |
-8,784 |
|
Integrated Wealth Concepts LLC |
52 |
- |
2023-12-31 |
538,818 |
$23,094,000 |
-133,631 |
|
AMERIPRISE FINANCIAL INC |
1266 |
- |
2023-12-31 |
466,563 |
$19,997,000 |
-53,201 |
|
Ullmann Financial Group Inc. |
11 |
- |
2023-12-31 |
399,305 |
$17,114,000 |
41,913 |
|
Trilogy Capital Inc. |
30 |
- |
2024-03-31 |
363,541 |
$16,192,000 |
-27,252 |
|
MERCER GLOBAL ADVISORS INC /ADV |
234 |
- |
2023-12-31 |
341,427 |
$14,634,000 |
-60,468 |
|
Dynamic Advisors Solutions LLC |
45 |
- |
2024-03-31 |
326,948 |
$14,562,000 |
14,917 |
|
PURE FINANCIAL ADVISORS, INC. |
45 |
- |
2024-03-31 |
290,759 |
$12,950,000 |
29,221 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
19 |
- |
2023-12-31 |
293,820 |
$12,593,000 |
-25,114 |
|
RAYMOND JAMES & ASSOCIATES |
1026 |
- |
2023-12-31 |
265,884 |
$11,396,000 |
1,901 |
|
ENVESTNET ASSET MANAGEMENT INC |
1369 |
- |
2023-12-31 |
258,905 |
$11,097,000 |
-52,253 |
|
OLD MISSION CAPITAL LLC |
72 |
- |
2023-12-31 |
189,520 |
$8,123,000 |
-55,853 |
|
Wade Financial Advisory Inc |
10 |
- |
2023-12-31 |
175,402 |
$7,518,000 |
-25,801 |
|
FLOW TRADERS U.S. LLC |
63 |
- |
2023-12-31 |
150,028 |
$6,430,000 |
88,761 |
|
Foundations Investment Advisors LLC |
101 |
- |
2023-12-31 |
144,468 |
$6,089,000 |
-2,629 |
|
Armbruster Capital Management Inc. |
21 |
- |
2023-12-31 |
139,025 |
$5,959,000 |
-7,009 |
|
CALLAN CAPITAL, LLC |
38 |
- |
2023-12-31 |
138,705 |
$5,945,000 |
-4,731 |
|
Equitable Holdings Inc. |
202 |
- |
2023-12-31 |
133,152 |
$5,707,000 |
7,926 |
|
FMR LLC |
1950 |
- |
2023-12-31 |
114,498 |
$4,907,000 |
114,481 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1121 |
- |
2023-12-31 |
114,253 |
$4,897,000 |
104,043 |
|
Beacon Pointe Advisors LLC |
289 |
- |
2023-12-31 |
113,226 |
$4,853,000 |
-29,256 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
108,038 |
$4,631,000 |
-6,093 |
|
Callan Family Office LLC |
24 |
- |
2023-12-31 |
98,896 |
$4,239,000 |
13,923 |
|
BANK OF AMERICA CORP /DE/ |
2982 |
- |
2023-12-31 |
97,595 |
$4,183,000 |
-3,646 |
|
LPL FINANCIAL CORP |
1819 |
- |
2023-12-31 |
93,866 |
$4,023,000 |
-285 |
|
Keebeck Wealth Management LLC |
54 |
- |
2023-12-31 |
77,082 |
$3,304,000 |
18,355 |
|
Ascent Group LLC |
72 |
- |
2023-12-31 |
75,773 |
$3,271,000 |
-6,155 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
|
- |
2023-12-31 |
75,067 |
$3,217,000 |
-39,053 |
|
ARQ WEALTH ADVISORS LLC |
19 |
- |
2023-12-31 |
74,703 |
$3,202,000 |
9,209 |
|
UBS Group AG |
2542 |
- |
2023-12-31 |
63,730 |
$2,731,000 |
-6,641 |
|
RAYMOND JAMES TRUST CO |
255 |
- |
2023-12-31 |
57,520 |
$2,465,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1526 |
- |
2023-12-31 |
56,684 |
$2,430,000 |
251 |
|
Kingsview Wealth Management LLC |
253 |
- |
2023-12-31 |
52,770 |
$2,262,000 |
26,018 |
|
HIGHTOWER ADVISORS, LLC |
1356 |
- |
2023-12-31 |
50,817 |
$2,201,000 |
751 |
|
PFG Advisors |
180 |
- |
2023-12-31 |
40,412 |
$1,732,000 |
2,039 |
|
CITADEL ADVISORS LLC |
2496 |
- |
2023-12-31 |
37,602 |
$1,612,000 |
-133,652 |
|
Beirne Wealth Consulting Services LLC |
25 |
- |
2023-12-31 |
36,353 |
$1,559,000 |
19,455 |
|
CAPTRUST FINANCIAL ADVISORS |
1064 |
- |
2023-12-31 |
33,641 |
$1,442,000 |
-45 |
|
BANK OF NEW YORK MELLON CORP |
2985 |
- |
2023-12-31 |
33,431 |
$1,433,000 |
-16,041 |
|
Advisor Group Holdings Inc. |
2205 |
- |
2023-12-31 |
31,549 |
$1,353,000 |
8,634 |
|
Robertson Stephens Wealth Management LLC |
185 |
- |
2023-12-31 |
31,454 |
$1,348,000 |
686 |
|
KICKSTAND VENTURES LLC. |
45 |
- |
2023-12-31 |
27,843 |
$1,193,000 |
-6,006 |
|
PARK AVENUE SECURITIES LLC |
588 |
- |
2024-03-31 |
26,242 |
$1,169,000 |
-263 |
|
TSA Wealth Managment LLC |
30 |
- |
2023-12-31 |
26,955 |
$1,155,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1337 |
- |
2023-12-31 |
26,837 |
$1,150,000 |
3,735 |
|
HIRTLE CALLAGHAN & CO INC |
49 |
- |
2023-12-31 |
25,502 |
$1,093,000 |
-1,539 |
|
Quotient Wealth Partners LLC |
114 |
- |
2023-12-31 |
24,502 |
$1,050,000 |
0 |
|
One Wealth Advisors LLC |
77 |
- |
2024-03-31 |
22,390 |
$997,000 |
-5,972 |
|
Kestra Advisory Services LLC |
1123 |
- |
2023-12-31 |
22,940 |
$983,000 |
-904 |
|
Cedar Brook Financial Partners LLC |
125 |
- |
2024-03-31 |
21,817 |
$972,000 |
935 |
|
Wealth Alliance |
157 |
- |
2023-12-31 |
21,894 |
$938,000 |
-8,062 |
|
JANE STREET GROUP LLC |
3338 |
- |
2023-12-31 |
20,194 |
$866,000 |
-198,511 |
|
Williams & Novak LLC |
34 |
- |
2024-03-31 |
18,968 |
$813,000 |
0 |
|
Cypress Wealth Services LLC |
97 |
- |
2024-03-31 |
17,645 |
$786,000 |
-997 |
|
RHS Financial LLC |
55 |
- |
2024-03-31 |
17,256 |
$769,000 |
-3,635 |
|
Stratos Wealth Partners LTD. |
758 |
- |
2024-03-31 |
15,453 |
$688,000 |
-1,774 |
|
Mayflower Financial Advisors LLC |
|
- |
2023-12-31 |
15,186 |
$651,000 |
1,754 |
|
Affinity Capital Advisors LLC |
74 |
- |
2024-03-31 |
14,554 |
$648,000 |
-4,305 |
|
US BANCORP |
1382 |
- |
2023-12-31 |
14,045 |
$602,000 |
-651 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1132 |
- |
2023-12-31 |
13,613 |
$583,000 |
10,403 |
|
BEACON FINANCIAL GROUP |
195 |
*New |
2023-12-31 |
12,979 |
$556,000 |
12,979 |
|
Wescott Financial Advisory Group LLC |
107 |
- |
2023-12-31 |
11,143 |
$478,000 |
-4,587 |
|
First Citizens Financial Corp |
64 |
- |
2023-12-31 |
10,919 |
$468,000 |
-245 |
|
Merit Financial Group LLC |
517 |
- |
2023-12-31 |
10,669 |
$457,000 |
-839 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1297 |
- |
2023-09-30 |
10,755 |
$440,000 |
0 |
|
Sanford Advisory Services LLC |
90 |
*New |
2022-12-31 |
10,167 |
$417,000 |
10,167 |
|
MULTIFINANCIAL SECURITIES CORP |
1231 |
- |
2023-12-31 |
9,662 |
$414,000 |
225 |
|
BOURGEON CAPITAL MANAGEMENT LLC |
89 |
- |
2024-03-31 |
8,739 |
$389,000 |
404 |
|
REGAL INVESTMENT ADVISORS, LLC |
372 |
- |
2023-12-31 |
8,831 |
$379,000 |
-143 |
|
Private Advisor Group LLC |
1688 |
- |
2023-12-31 |
8,084 |
$346,000 |
-1,076 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
370 |
- |
2023-12-31 |
7,611 |
$326,000 |
-464 |
|
Horst & Graben Wealth Management LLC |
102 |
*New |
2023-12-31 |
7,223 |
$310,000 |
7,223 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2687 |
- |
2023-12-31 |
7,233 |
$310,000 |
-137 |
|
ROYAL BANK OF CANADA |
4085 |
- |
2023-12-31 |
7,186 |
$307,000 |
-37,107 |
|
MERIDIAN MANAGEMENT CO |
80 |
- |
2023-12-31 |
6,976 |
$300,000 |
-431,200 |
|
Farther Finance Advisors LLC |
455 |
- |
2023-12-31 |
6,869 |
$294,000 |
-394 |
|
Seed Wealth Management Inc. |
104 |
- |
2024-03-31 |
6,000 |
$268,000 |
0 |
|
J.W. COLE ADVISORS INC. |
692 |
*New |
2023-12-31 |
5,928 |
$254,000 |
5,928 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2013 |
- |
2024-03-31 |
5,635 |
$251,000 |
-50 |
|
ADVISORY SERVICES NETWORK, LLC |
1153 |
- |
2023-12-31 |
5,816 |
$249,000 |
-978 |
|
Csenge Advisory Group |
570 |
- |
2023-12-31 |
5,810 |
$249,000 |
-150 |
|
SageView Advisory Group LLC |
498 |
- |
2023-12-31 |
5,844 |
$245,000 |
-435 |
|
KM Capital Management Ltd. |
42 |
- |
2023-12-31 |
5,648 |
$242,000 |
-31,479 |
|
FINANCIAL NETWORK |
2449 |
- |
2023-12-31 |
5,169 |
$222,000 |
222 |
|
MML INVESTORS SERVICES LLC |
2250 |
*New |
2023-12-31 |
5,129 |
$220,000 |
5,129 |
|
SCOTIA CAPITAL INC. |
725 |
- |
2023-12-31 |
5,010 |
$215,000 |
0 |
|
GSA CAPITAL PARTNERS LLP |
1296 |
*New |
2023-12-31 |
4,912 |
$211,000 |
4,912 |
|
FTB Advisors Inc. |
522 |
*New |
2023-12-31 |
3,969 |
$170,000 |
3,969 |
|
Aspire Private Capital LLC |
170 |
- |
2024-03-31 |
3,291 |
$147,000 |
-6 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
972 |
- |
2023-12-31 |
3,417 |
$146,000 |
-12 |
|
VALLEY NATIONAL ADVISERS INC |
287 |
- |
2024-03-31 |
2,927 |
$130,000 |
-28 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
265 |
*New |
2024-03-31 |
2,900 |
$129,000 |
2,900 |
|
Asset Dedication LLC |
350 |
- |
2024-03-31 |
2,716 |
$121,000 |
0 |
|
EverSource Wealth Advisors LLC |
608 |
- |
2023-12-31 |
2,521 |
$108,000 |
-287 |
|
PRINCIPAL SECURITIES INC. |
1209 |
- |
2023-12-31 |
2,096 |
$90,000 |
0 |
|
|
100 Records found
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1
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