|
Institutional
Holders
Total
Institutions:
|
106 3 |
|
Total
shares held :
|
11,784,668 |
|
% of shares
held :
|
13.09% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
-15,592 |
|
% of shares
held change :
|
-0.02% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.63 |
|
Last
Quarter's Ending
Price :
|
$50.12 |
|
Last
Quarter's Average
Price :
|
$47.21 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.88 (14.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Financial Gravity Wealth Inc. |
17 |
- |
2023-12-31 |
3,042,548 |
$124,218,000 |
0 |
|
Private Wealth Strategies L.L.C. |
1 |
- |
2023-12-31 |
1,517,276 |
$76,038,000 |
16,824 |
|
Private Advisor Group LLC |
46 |
- |
2023-12-31 |
1,003,980 |
$50,314,000 |
58,266 |
|
MORGAN STANLEY |
1753 |
- |
2023-12-31 |
966,853 |
$48,454,000 |
-270,247 |
|
LPL FINANCIAL CORP |
530 |
- |
2023-12-31 |
912,313 |
$45,721,000 |
156,537 |
|
Garrett Wealth Advisory Group LLC |
1 |
- |
2023-12-31 |
570,508 |
$28,591,000 |
-13,897 |
|
Team Financial Group LLC |
2 |
- |
2023-12-31 |
410,359 |
$20,565,000 |
13,722 |
|
Kestra Advisory Services LLC |
161 |
- |
2023-12-31 |
318,778 |
$15,976,000 |
90,051 |
|
MULTIFINANCIAL SECURITIES CORP |
109 |
- |
2023-12-31 |
284,199 |
$14,243,000 |
-10,656 |
|
IEQ CAPITAL LLC |
69 |
- |
2023-12-31 |
265,154 |
$13,288,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
2346 |
- |
2023-12-31 |
206,253 |
$10,336,000 |
8,205 |
|
Relative Value Partners Group LLC |
40 |
- |
2023-12-31 |
155,123 |
$7,774,000 |
-10,705 |
|
J P MORGAN CHASE & CO |
2347 |
- |
2023-12-31 |
117,216 |
$5,874,000 |
86,822 |
|
CREATIVE PLANNING |
571 |
- |
2023-12-31 |
96,380 |
$4,830,000 |
-22,723 |
|
H D Vest Advisory Services |
291 |
- |
2023-12-31 |
95,267 |
$4,774,000 |
-4,602 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
88,824 |
$4,451,000 |
-903 |
|
Marietta Wealth Management LLC |
60 |
- |
2023-12-31 |
86,531 |
$4,337,000 |
1,185 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
81,746 |
$4,097,000 |
1,462 |
|
VISTA INVESTMENT MANAGEMENT |
11 |
- |
2023-12-31 |
79,106 |
$3,964,000 |
1,973 |
|
Advisor Group Holdings Inc. |
1368 |
- |
2023-12-31 |
78,453 |
$3,932,000 |
469 |
|
WELLS FARGO & CO/MN |
2093 |
- |
2023-12-31 |
76,081 |
$3,813,000 |
6,994 |
|
ENVESTNET ASSET MANAGEMENT INC |
2073 |
- |
2023-12-31 |
75,227 |
$3,770,000 |
-10,093 |
|
Cetera Investment Advisers |
541 |
- |
2023-12-31 |
74,562 |
$3,737,000 |
-5,207 |
|
UBS Group AG |
2271 |
- |
2023-12-31 |
72,581 |
$3,637,000 |
12,033 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
66,871 |
$3,351,000 |
-74 |
|
CFG ASSET MANAGEMENT LLC |
100 |
- |
2023-12-31 |
64,010 |
$3,208,000 |
-15,110 |
|
Smartleaf Asset Management LLC |
25 |
- |
2023-12-31 |
60,386 |
$3,034,000 |
0 |
|
BEACON FINANCIAL GROUP |
79 |
- |
2023-12-31 |
56,489 |
$2,831,000 |
12,195 |
|
Moloney Securities Asset Management LLC |
60 |
- |
2023-12-31 |
53,656 |
$2,689,000 |
12,539 |
|
ROCKLAND TRUST CO |
88 |
- |
2024-03-31 |
48,094 |
$2,664,000 |
-2,117 |
|
KLR INVESTMENT ADVISORS LLC |
9 |
- |
2023-12-31 |
49,364 |
$2,474,000 |
-6,311 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
686 |
- |
2023-09-30 |
51,591 |
$2,360,000 |
16,361 |
|
LOWE BROCKENBROUGH & CO INC |
110 |
- |
2023-12-31 |
46,602 |
$2,335,000 |
819 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1860 |
- |
2023-12-31 |
41,031 |
$2,056,000 |
23,477 |
|
MODERA WEALTH MANAGEMENT, LLC |
232 |
- |
2023-12-31 |
35,294 |
$1,769,000 |
31,668 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1060 |
- |
2024-03-31 |
27,626 |
$1,530,000 |
-13,489 |
|
Patriot Financial Group Insurance Agency LLC |
84 |
- |
2023-12-31 |
28,553 |
$1,431,000 |
-1,063 |
|
KMG FIDUCIARY PARTNERS LLC |
128 |
- |
2024-03-31 |
25,156 |
$1,394,000 |
86 |
|
HARBOUR INVESTMENTS INC. |
299 |
- |
2023-12-31 |
27,559 |
$1,381,000 |
14,063 |
|
Betterment LLC |
153 |
- |
2023-12-31 |
26,360 |
$1,321,000 |
-1,500 |
|
FINANCIAL NETWORK |
1198 |
- |
2023-12-31 |
26,336 |
$1,320,000 |
1,991 |
|
ROYAL BANK OF CANADA |
2969 |
- |
2023-12-31 |
23,491 |
$1,177,000 |
-1,895 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1888 |
- |
2023-12-31 |
22,538 |
$1,129,000 |
2,318 |
|
GM Advisory Group Inc. |
87 |
- |
2023-12-31 |
21,904 |
$1,098,000 |
-2,688 |
|
Herold Advisors Inc. |
100 |
- |
2023-12-31 |
21,030 |
$1,054,000 |
-20 |
|
Chicago Partners Investment Group LLC |
307 |
- |
2023-12-31 |
19,064 |
$972,000 |
496 |
|
Pine Valley Investments Ltd Liability Co |
226 |
- |
2023-12-31 |
16,370 |
$820,000 |
1,567 |
|
Essential Planning LLC. |
29 |
- |
2023-12-31 |
13,934 |
$698,000 |
-290 |
|
Steward Partners Investment Advisory LLC |
869 |
- |
2023-12-31 |
13,299 |
$666,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2750 |
- |
2023-12-31 |
13,105 |
$657,000 |
-351 |
|
RATHBONE BROTHERS PLC |
362 |
- |
2023-12-31 |
12,735 |
$638,000 |
-315 |
|
STIFEL FINANCIAL CORP |
2440 |
- |
2023-12-31 |
12,413 |
$622,000 |
-571 |
|
CoreCap Advisors LLC |
328 |
- |
2023-12-31 |
11,459 |
$574,000 |
-158 |
|
Redwood Financial Network Corp |
59 |
- |
2023-12-31 |
11,306 |
$567,000 |
-1,090 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1251 |
- |
2023-12-31 |
11,183 |
$560,000 |
115 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
247 |
- |
2023-12-31 |
10,848 |
$544,000 |
-749 |
|
AMERIPRISE FINANCIAL INC |
3357 |
- |
2023-12-31 |
10,690 |
$536,000 |
759 |
|
Melone Private Wealth LLC |
40 |
- |
2023-12-31 |
10,071 |
$505,000 |
-883 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
|
- |
2023-12-31 |
10,033 |
$503,000 |
45 |
|
Paul Damon & Associates Inc. |
38 |
- |
2023-12-31 |
10,000 |
$501,000 |
0 |
|
Advisor Resource Council |
117 |
- |
2024-03-31 |
9,736 |
$488,000 |
9,736 |
|
Cornerstone Wealth Management LLC |
337 |
- |
2024-03-31 |
8,618 |
$477,000 |
13 |
|
Berger Financial Group Inc |
214 |
- |
2024-03-31 |
8,161 |
$452,000 |
0 |
|
Bouchey Financial Group Ltd |
88 |
- |
2023-12-31 |
7,815 |
$392,000 |
0 |
|
E&G Advisors LP |
134 |
- |
2024-03-31 |
6,945 |
$385,000 |
55 |
|
CHARTER TRUST CO |
194 |
- |
2023-12-31 |
7,686 |
$385,000 |
-2,349 |
|
AE Wealth Management LLC |
1577 |
- |
2023-12-31 |
7,399 |
$381,000 |
-92,550 |
|
Walkner Condon Financial Advisors LLC |
|
- |
2023-12-31 |
6,817 |
$342,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2989 |
- |
2023-12-31 |
6,828 |
$342,000 |
15 |
|
MML INVESTORS SERVICES LLC |
1968 |
- |
2023-12-31 |
6,776 |
$340,000 |
-93 |
|
SECURED RETIREMENT ADVISORS LLC |
81 |
- |
2023-12-31 |
6,606 |
$331,000 |
0 |
|
Capital Group Private Client Services Inc. |
243 |
- |
2023-12-31 |
6,335 |
$317,000 |
-13 |
|
GOLDMAN SACHS GROUP INC/ |
4053 |
- |
2023-12-31 |
6,051 |
$303,000 |
-6,285 |
|
IFG Advisory LLC |
473 |
- |
2023-12-31 |
5,767 |
$289,000 |
0 |
|
Insight Financial Services |
12 |
- |
2024-03-31 |
5,063 |
$280,000 |
0 |
|
FMR LLC |
2708 |
- |
2023-12-31 |
5,335 |
$267,000 |
-18 |
|
VERUS CAPITAL PARTNERS LLC |
258 |
- |
2023-12-31 |
5,102 |
$256,000 |
385 |
|
WESTWOOD HOLDINGS GROUP INC |
402 |
- |
2023-12-31 |
5,113 |
$256,000 |
0 |
|
OLD NATIONAL BANCORP /IN/ |
523 |
- |
2024-03-31 |
4,624 |
$256,000 |
0 |
|
BRIGHTON JONES LLC |
473 |
*New |
2023-12-31 |
5,079 |
$255,000 |
5,079 |
|
Garrett Investment Advisors LLC |
234 |
- |
2024-03-31 |
4,390 |
$243,000 |
-187 |
|
MOLLER FINANCIAL SERVICES |
49 |
- |
2024-03-31 |
4,194 |
$232,000 |
0 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
995 |
*New |
2023-12-31 |
4,572 |
$229,000 |
4,572 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1465 |
- |
2023-12-31 |
4,408 |
$221,000 |
-560 |
|
Global Retirement Partners LLC |
783 |
- |
2023-12-31 |
3,650 |
$182,000 |
0 |
|
UMB BANK N A/MO |
|
- |
2023-12-31 |
3,517 |
$176,000 |
0 |
|
NBC SECURITIES INC. |
865 |
- |
2024-03-31 |
2,419 |
$134,000 |
-10,206 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
500 |
- |
2023-12-31 |
2,399 |
$120,000 |
1,067 |
|
SJS Investment Consulting Inc. |
130 |
- |
2024-03-31 |
1,726 |
$96,000 |
-20 |
|
EPG Wealth Management LLC |
283 |
- |
2023-12-31 |
1,357 |
$70,000 |
4 |
|
GPS Wealth Strategies Group LLC |
428 |
- |
2023-12-31 |
1,375 |
$69,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2884 |
- |
2023-12-31 |
1,179 |
$59,000 |
0 |
|
CITIGROUP INC |
3534 |
- |
2023-12-31 |
1,080 |
$54,000 |
713 |
|
Qube Research & Technologies Ltd |
2888 |
- |
2023-12-31 |
1,045 |
$52,000 |
-991 |
|
BANK OF MONTREAL /CAN/ |
3028 |
- |
2023-12-31 |
900 |
$45,000 |
0 |
|
ANCORA ADVISORS, LLC |
995 |
- |
2023-12-31 |
660 |
$33,000 |
0 |
|
Sunbelt Securities Inc. |
957 |
- |
2024-03-31 |
590 |
$33,000 |
2 |
|
Sound Income Strategies LLC |
519 |
- |
2024-03-31 |
536 |
$30,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
400 |
$20,000 |
0 |
|
HANSON MCCLAIN, INC. |
|
*New |
2023-12-31 |
385 |
$19,000 |
385 |
|
|
100 Records found
|
1
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