|
Institutional
Holders
Total
Institutions:
|
75 6 |
|
Total
shares held :
|
4,899,035 |
|
% of shares
held :
|
6.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-351,715 |
|
% of shares
held change :
|
-0.5% |
|
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 |
Sound Income Strategies LLC |
9 |
- |
2024-03-31 |
956,763 |
$35,840,000 |
17,622 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
195 |
- |
2024-03-31 |
633,424 |
$23,728,000 |
70,242 |
|
ENVESTNET ASSET MANAGEMENT INC |
1177 |
- |
2023-12-31 |
426,350 |
$15,498,000 |
6,706 |
|
GATEWAY ADVISORY, LLC |
6 |
- |
2023-12-31 |
284,167 |
$10,329,000 |
14,116 |
|
WELLS FARGO & CO/MN |
1579 |
- |
2024-03-31 |
249,418 |
$9,343,000 |
178,756 |
|
Vontobel Holding Ltd. |
224 |
- |
2024-03-31 |
219,672 |
$8,229,000 |
4,693 |
|
BANK OF AMERICA CORP /DE/ |
2810 |
- |
2023-12-31 |
154,571 |
$5,619,000 |
3,740 |
|
Betterment LLC |
122 |
- |
2024-03-31 |
85,126 |
$3,189,000 |
22,474 |
|
Resources Investment Advisors Inc. |
255 |
- |
2024-03-31 |
83,292 |
$3,120,000 |
24,403 |
|
AE Wealth Management LLC |
801 |
- |
2023-12-31 |
74,097 |
$2,685,000 |
5,449 |
|
MML INVESTORS SERVICES LLC |
878 |
- |
2023-12-31 |
72,315 |
$2,629,000 |
3,868 |
|
Toroso Investments LLC |
317 |
- |
2023-12-31 |
62,800 |
$2,283,000 |
11,457 |
|
AMERIPRISE FINANCIAL INC |
2742 |
- |
2023-12-31 |
61,416 |
$2,232,000 |
17,885 |
|
Apollon Wealth Management LLC |
291 |
- |
2024-03-31 |
53,079 |
$1,988,000 |
2,874 |
|
BANK OF NEW YORK MELLON CORP |
2943 |
- |
2024-03-31 |
38,174 |
$1,430,000 |
2,335 |
|
GUGGENHEIM CAPITAL LLC |
997 |
- |
2023-12-31 |
38,069 |
$1,384,000 |
5,220 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1537 |
- |
2024-03-31 |
34,997 |
$1,311,000 |
1,146 |
|
Advisory Alpha LLC |
150 |
- |
2024-03-31 |
27,714 |
$1,038,000 |
1,245 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2319 |
- |
2024-03-31 |
23,665 |
$887,000 |
142 |
|
PRUDENTIAL FINANCIAL INC |
1897 |
- |
2023-12-31 |
23,677 |
$861,000 |
8,073 |
|
Atria Wealth Solutions Inc. |
1140 |
- |
2023-12-31 |
15,337 |
$557,000 |
5,720 |
|
PARK AVENUE SECURITIES LLC |
941 |
- |
2024-03-31 |
13,336 |
$500,000 |
284 |
|
FINANCIAL NETWORK |
2084 |
- |
2023-12-31 |
10,310 |
$375,000 |
2,830 |
|
ICA Group Wealth Management LLC |
392 |
- |
2023-12-31 |
2,357 |
$86,000 |
2,357 |
|
Sunbelt Securities Inc. |
738 |
- |
2024-03-31 |
2,277 |
$85,000 |
25 |
|
TOWER RESEARCH CAPITAL LLC |
5676 |
- |
2023-12-31 |
5 |
$0 |
3 |
|
|
26 Records found
|
1
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