|
Institutional
Holders
Total
Institutions:
|
102 11 |
|
Total
shares held :
|
5,181,401 |
|
% of shares
held :
|
57.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,034,917 |
|
% of shares
held change :
|
11.5% |
|
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 |
COMMONWEALTH EQUITY SERVICES LLC. |
426 |
- |
2023-12-31 |
521,888 |
$22,187,000 |
29,077 |
|
Altman Advisors Inc. |
1 |
- |
2023-12-31 |
356,716 |
$15,165,000 |
-76,519 |
|
IFP Advisors Inc |
34 |
- |
2023-12-31 |
267,290 |
$11,364,000 |
260,826 |
|
MBL Wealth LLC |
21 |
- |
2024-03-31 |
229,598 |
$10,272,000 |
-846 |
|
Advisor Group Holdings Inc. |
833 |
- |
2023-12-31 |
223,953 |
$9,521,000 |
48,391 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
889 |
- |
2024-03-31 |
185,751 |
$8,310,000 |
10,203 |
|
Cetera Investment Advisers |
284 |
- |
2023-12-31 |
188,226 |
$8,002,000 |
2,999 |
|
Change Path LLC |
52 |
- |
2023-12-31 |
166,626 |
$7,084,000 |
43,363 |
|
CWM LLC |
358 |
- |
2024-03-31 |
153,106 |
$6,850,000 |
-32,936 |
|
ENVESTNET ASSET MANAGEMENT INC |
1676 |
- |
2023-12-31 |
160,734 |
$6,833,000 |
56,802 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
11 |
- |
2023-12-31 |
158,342 |
$6,731,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
272 |
- |
2023-12-31 |
120,692 |
$5,131,000 |
15,427 |
|
J P MORGAN CHASE & CO |
2475 |
- |
2023-12-31 |
111,652 |
$4,747,000 |
98,818 |
|
LPL FINANCIAL CORP |
1731 |
- |
2023-12-31 |
106,803 |
$4,541,000 |
4,102 |
|
ERn Financial LLC |
39 |
- |
2024-03-31 |
87,853 |
$3,930,000 |
-594 |
|
RAYMOND JAMES & ASSOCIATES |
1770 |
- |
2024-03-31 |
84,147 |
$3,765,000 |
-2,554 |
|
FINANCIAL NETWORK |
737 |
- |
2023-12-31 |
81,819 |
$3,478,000 |
33,551 |
|
DHJJ Financial Advisors Ltd. |
13 |
- |
2024-03-31 |
70,836 |
$3,169,000 |
-2,037 |
|
Fragasso Group Inc. |
67 |
- |
2024-03-31 |
65,489 |
$2,930,000 |
-1,519 |
|
MARINER WEALTH ADVISORS, LLC |
908 |
- |
2023-12-31 |
66,641 |
$2,833,000 |
-2,127 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
98 |
- |
2024-03-31 |
60,465 |
$2,705,000 |
0 |
|
Rockefeller Capital Management L.P. |
821 |
*New |
2023-12-31 |
61,440 |
$2,612,000 |
61,440 |
|
H D Vest Advisory Services |
447 |
- |
2023-12-31 |
58,768 |
$2,498,000 |
13,422 |
|
Aurora Private Wealth Inc. |
9 |
- |
2024-03-31 |
55,314 |
$2,468,000 |
-475 |
|
Keystone Wealth Services LLC |
30 |
- |
2024-03-31 |
52,634 |
$2,355,000 |
-471 |
|
PRW Wealth Management LLC |
25 |
- |
2023-09-30 |
62,146 |
$2,348,000 |
62,146 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
319 |
- |
2023-12-31 |
55,168 |
$2,345,000 |
7,523 |
|
Integrated Wealth Concepts LLC |
421 |
- |
2023-12-31 |
54,119 |
$2,301,000 |
4,274 |
|
STEPHENS INC /AR/ |
373 |
*New |
2023-12-31 |
53,103 |
$2,258,000 |
53,103 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1212 |
- |
2024-03-31 |
47,783 |
$2,138,000 |
-2,925 |
|
AE Wealth Management LLC |
875 |
- |
2023-12-31 |
49,495 |
$2,137,000 |
20,230 |
|
Integrity Financial Corp /WA |
16 |
- |
2023-12-31 |
47,561 |
$2,022,000 |
5,284 |
|
1ST SOURCE BANK |
93 |
- |
2023-12-31 |
47,200 |
$2,007,000 |
0 |
|
Goss Wealth Management LLC |
666 |
- |
2023-12-31 |
44,896 |
$1,931,000 |
5,627 |
|
Steward Partners Investment Advisory LLC |
523 |
- |
2023-12-31 |
43,665 |
$1,856,000 |
750 |
|
HARBOUR INVESTMENTS INC. |
281 |
- |
2023-12-31 |
36,380 |
$1,547,000 |
5,763 |
|
Kestra Advisory Services LLC |
918 |
- |
2023-12-31 |
36,176 |
$1,538,000 |
8,796 |
|
ROYAL BANK OF CANADA |
2784 |
- |
2023-12-31 |
34,654 |
$1,473,000 |
29,057 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
31 |
- |
2023-12-31 |
32,211 |
$1,369,000 |
2,753 |
|
Cedar Brook Financial Partners LLC |
92 |
- |
2024-03-31 |
29,103 |
$1,302,000 |
-2,183 |
|
JANNEY MONTGOMERY SCOTT LLC |
1309 |
- |
2023-12-31 |
30,009 |
$1,276,000 |
-1,584 |
|
ATRIA INVESTMENTS LLC |
794 |
- |
2023-12-31 |
29,820 |
$1,268,000 |
2,255 |
|
Atria Wealth Solutions Inc. |
767 |
- |
2023-12-31 |
29,483 |
$1,253,000 |
7,419 |
|
Integrated Advisors Network LLC |
285 |
- |
2023-12-31 |
24,018 |
$1,021,000 |
-1,442 |
|
Tanglewood Legacy Advisors LLC |
30 |
- |
2024-03-31 |
22,099 |
$989,000 |
0 |
|
Bullseye Investment Management LLC |
26 |
*New |
2023-12-31 |
22,261 |
$946,000 |
22,261 |
|
BB&T CORP |
1617 |
- |
2023-12-31 |
21,501 |
$914,000 |
-2,127 |
|
Oder Investment Management LLC |
37 |
- |
2023-12-31 |
19,960 |
$849,000 |
0 |
|
Pitti Group Wealth Management LLC |
28 |
- |
2024-03-31 |
18,681 |
$832,000 |
-300 |
|
NBC SECURITIES INC. |
295 |
- |
2024-03-31 |
17,897 |
$811,000 |
-942 |
|
Bouchey Financial Group Ltd |
52 |
- |
2024-03-31 |
17,347 |
$776,000 |
-243 |
|
STAR Financial Bank |
37 |
- |
2023-12-31 |
17,866 |
$760,000 |
1,580 |
|
Sunbelt Securities Inc. |
225 |
- |
2024-03-31 |
16,283 |
$728,000 |
-1,319 |
|
Valtinson Bruner Financial Planning LLC |
63 |
- |
2023-12-31 |
17,117 |
$728,000 |
0 |
|
Strategic Blueprint LLC |
315 |
- |
2024-03-31 |
15,433 |
$690,000 |
352 |
|
Semus Wealth Partners LLC |
|
*New |
2023-12-31 |
15,814 |
$672,000 |
15,814 |
|
ADVISORY SERVICES NETWORK, LLC |
782 |
- |
2023-12-31 |
15,440 |
$656,000 |
-155 |
|
OPPENHEIMER & CO INC |
874 |
- |
2023-12-31 |
15,333 |
$652,000 |
-103 |
|
IFRAH FINANCIAL SERVICES INC |
89 |
- |
2023-12-31 |
15,268 |
$649,000 |
-1,049 |
|
LINCOLN NATIONAL CORP |
580 |
- |
2023-12-31 |
15,110 |
$642,000 |
8,073 |
|
TOWNSQUARE CAPITAL LLC |
712 |
- |
2023-12-31 |
14,710 |
$625,000 |
1,515 |
|
Harvest Investment Services LLC |
93 |
- |
2023-12-31 |
14,506 |
$617,000 |
8,243 |
|
True Link Financial Advisors LLC |
34 |
- |
2024-03-31 |
13,725 |
$614,000 |
-6,700 |
|
CENTAURUS FINANCIAL INC. |
322 |
- |
2023-12-31 |
14,385 |
$612,000 |
0 |
|
BEACON FINANCIAL GROUP |
188 |
- |
2023-12-31 |
13,925 |
$592,000 |
-505 |
|
SCOTIA CAPITAL INC. |
556 |
- |
2023-12-31 |
13,391 |
$569,000 |
-100 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1535 |
- |
2024-03-31 |
11,863 |
$531,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3705 |
- |
2023-12-31 |
12,301 |
$523,000 |
-15,025 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
73 |
*New |
2023-12-31 |
11,621 |
$489,000 |
11,621 |
|
PROEQUITIES INC. |
446 |
- |
2023-12-31 |
11,333 |
$482,000 |
7,056 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
63 |
- |
2023-03-31 |
12,635 |
$475,000 |
-500 |
|
MML INVESTORS SERVICES LLC |
1799 |
- |
2023-12-31 |
10,770 |
$458,000 |
10,770 |
|
Main Street Financial Solutions LLC |
319 |
- |
2024-03-31 |
10,210 |
$457,000 |
0 |
|
Schulz Wealth LTD. |
33 |
- |
2024-03-31 |
10,110 |
$452,000 |
0 |
|
CITADEL ADVISORS LLC |
3741 |
- |
2023-12-31 |
10,200 |
$434,000 |
10,200 |
|
JANE STREET GROUP LLC |
4086 |
*New |
2023-12-31 |
10,098 |
$429,000 |
10,098 |
|
Family Wealth Group LLC |
51 |
- |
2023-12-31 |
9,704 |
$413,000 |
0 |
|
Spire Wealth Management |
578 |
- |
2024-03-31 |
8,950 |
$400,000 |
-114 |
|
Ameritas Advisory Services LLC |
508 |
- |
2023-12-31 |
8,202 |
$358,000 |
-3,811 |
|
ForthRight Wealth Management LLC |
49 |
- |
2024-03-31 |
7,385 |
$330,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
1261 |
- |
2023-12-31 |
7,597 |
$323,000 |
1,935 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
156 |
- |
2024-03-31 |
6,959 |
$311,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
830 |
*New |
2023-12-31 |
7,327 |
$311,000 |
7,327 |
|
Truadvice LLC |
170 |
- |
2023-09-30 |
7,499 |
$300,000 |
-29 |
|
Resources Investment Advisors Inc. |
947 |
*New |
2023-12-31 |
6,335 |
$269,000 |
6,335 |
|
BAKER TILLY FINANCIAL LLC |
414 |
*New |
2023-12-31 |
5,815 |
$247,000 |
5,815 |
|
LVZ Advisors Inc. |
126 |
- |
2024-03-31 |
5,123 |
$229,000 |
0 |
|
SECURED RETIREMENT ADVISORS LLC |
98 |
- |
2023-12-31 |
5,349 |
$227,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
910 |
- |
2023-12-31 |
5,235 |
$223,000 |
-840 |
|
CAPTRUST FINANCIAL ADVISORS |
2318 |
*New |
2023-12-31 |
5,200 |
$221,000 |
5,200 |
|
Brookstone Capital Management |
845 |
- |
2024-03-31 |
4,853 |
$217,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
1305 |
*New |
2024-03-31 |
4,746 |
$212,000 |
4,746 |
|
Naviter Wealth LLC |
212 |
- |
2024-03-31 |
4,714 |
$211,000 |
-119,822 |
|
Redhawk Wealth Advisors Inc. |
278 |
- |
2023-12-31 |
4,915 |
$209,000 |
4,915 |
|
Mutual Advisors LLC |
937 |
*New |
2023-12-31 |
4,893 |
$208,000 |
4,893 |
|
CoreCap Advisors LLC |
546 |
- |
2023-12-31 |
4,788 |
$204,000 |
-78,919 |
|
S.C. Financial Services Inc. |
115 |
*New |
2022-12-31 |
5,652 |
$201,000 |
5,652 |
|
GeoWealth Management LLC |
521 |
- |
2023-12-31 |
4,131 |
$176,000 |
-58 |
|
HANSON MCCLAIN, INC. |
844 |
*New |
2024-03-31 |
3,646 |
$163,000 |
3,646 |
|
MORGAN STANLEY |
5607 |
- |
2023-12-31 |
3,425 |
$146,000 |
0 |
|
|
100 Records found
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1
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