|
Institutional
Holders
Total
Institutions:
|
110 5 |
|
Total
shares held :
|
6,584,209 |
|
% of shares
held :
|
73.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
71,069 |
|
% of shares
held change :
|
0.79% |
|
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 |
WELLS FARGO & CO/MN |
769 |
- |
2024-03-31 |
970,130 |
$43,122,000 |
970,130 |
|
ENVESTNET ASSET MANAGEMENT INC |
911 |
- |
2024-03-31 |
649,743 |
$28,881,000 |
400,602 |
|
Advisor Group Holdings Inc. |
485 |
- |
2024-03-31 |
361,426 |
$16,064,000 |
53,834 |
|
GDS Wealth Management |
51 |
- |
2024-03-31 |
173,874 |
$7,729,000 |
6,642 |
|
Steward Partners Investment Advisory LLC |
308 |
- |
2024-03-31 |
125,815 |
$5,592,000 |
2,048 |
|
LPL FINANCIAL CORP |
1858 |
- |
2024-03-31 |
101,358 |
$4,505,000 |
15,239 |
|
MBL Wealth LLC |
41 |
- |
2024-03-31 |
100,744 |
$4,478,000 |
30,200 |
|
Financial Services Advisory Inc |
25 |
- |
2024-03-31 |
85,265 |
$3,790,000 |
5,553 |
|
Keystone Wealth Services LLC |
19 |
- |
2024-03-31 |
77,892 |
$3,462,000 |
335 |
|
Kestra Advisory Services LLC |
672 |
- |
2024-03-31 |
73,432 |
$3,264,000 |
24,444 |
|
Resources Investment Advisors Inc. |
250 |
- |
2024-03-31 |
72,282 |
$3,213,000 |
7,932 |
|
HARBOUR INVESTMENTS INC. |
169 |
- |
2023-12-31 |
66,972 |
$2,787,000 |
1,577 |
|
JANE STREET GROUP LLC |
1930 |
- |
2024-03-31 |
58,881 |
$2,617,000 |
58,881 |
|
Opes Wealth Management LLC |
43 |
- |
2024-03-31 |
49,445 |
$2,198,000 |
105 |
|
GeoWealth Management LLC |
209 |
- |
2024-03-31 |
35,708 |
$1,587,000 |
30,696 |
|
MARINER WEALTH ADVISORS, LLC |
1265 |
- |
2024-03-31 |
33,099 |
$1,471,000 |
3,222 |
|
BB&T CORP |
1414 |
- |
2024-03-31 |
33,006 |
$1,467,000 |
770 |
|
NATIONAL ASSET MANAGEMENT, INC. |
440 |
- |
2024-03-31 |
35,334 |
$1,355,000 |
850 |
|
ROYAL BANK OF CANADA |
2827 |
- |
2024-03-31 |
27,763 |
$1,234,000 |
6,342 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2530 |
- |
2024-03-31 |
23,030 |
$1,024,000 |
1,294 |
|
Atria Wealth Solutions Inc. |
920 |
- |
2024-03-31 |
21,561 |
$958,000 |
839 |
|
Outlook Wealth Advisors LLC |
76 |
- |
2024-03-31 |
19,890 |
$884,000 |
10,713 |
|
Truadvice LLC |
82 |
- |
2023-09-30 |
22,293 |
$873,000 |
1,829 |
|
CITADEL ADVISORS LLC |
3385 |
- |
2024-03-31 |
16,105 |
$716,000 |
6,897 |
|
J P MORGAN CHASE & CO |
3545 |
- |
2024-03-31 |
15,782 |
$702,000 |
15,199 |
|
ADVISORY SERVICES NETWORK, LLC |
832 |
- |
2024-03-31 |
15,114 |
$672,000 |
14,302 |
|
AXXCESS WEALTH MANAGEMENT LLC |
488 |
- |
2024-03-31 |
13,711 |
$609,000 |
13,711 |
|
Rockefeller Capital Management L.P. |
1416 |
- |
2024-03-31 |
13,238 |
$588,000 |
1,887 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
82 |
- |
2024-03-31 |
13,022 |
$579,000 |
261 |
|
Envestnet Portfolio Solutions Inc. |
1141 |
- |
2024-03-31 |
10,795 |
$480,000 |
1,282 |
|
Ameritas Advisory Services LLC |
613 |
- |
2024-03-31 |
9,198 |
$402,000 |
9,198 |
|
Strategic Blueprint LLC |
446 |
- |
2024-03-31 |
7,922 |
$352,000 |
1,429 |
|
Aptus Capital Advisors LLC |
662 |
- |
2024-03-31 |
5,612 |
$249,000 |
2,712 |
|
|
33 Records found
|
1
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