|
Institutional
Holders
Total
Institutions:
|
92 12 |
|
Total
shares held :
|
10,234,737 |
|
% of shares
held :
|
11.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
44 |
|
Amount
of shares held :
|
2,244,240 |
|
% of shares
held change :
|
2.49% |
|
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 |
LPL FINANCIAL CORP |
447 |
- |
2023-12-31 |
2,743,215 |
$58,595,000 |
852,563 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
325 |
- |
2024-03-31 |
1,638,828 |
$36,824,000 |
277,341 |
|
RAYMOND JAMES & ASSOCIATES |
1106 |
- |
2024-03-31 |
483,413 |
$10,862,000 |
8,913 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
455 |
- |
2024-03-31 |
444,773 |
$9,994,000 |
172,047 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
57 |
- |
2023-12-31 |
361,541 |
$7,723,000 |
-17,695 |
|
ENVESTNET ASSET MANAGEMENT INC |
1705 |
- |
2023-12-31 |
309,741 |
$6,616,000 |
68,733 |
|
ROYAL BANK OF CANADA |
1819 |
- |
2023-12-31 |
257,891 |
$5,509,000 |
48,524 |
|
JANE STREET GROUP LLC |
1408 |
*New |
2023-12-31 |
254,788 |
$5,442,000 |
254,788 |
|
Dunhill Financial LLC |
5 |
- |
2023-12-31 |
267,927 |
$5,370,000 |
205,240 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
653 |
- |
2024-03-31 |
225,754 |
$5,073,000 |
19,987 |
|
Advisor Group Holdings Inc. |
1209 |
- |
2023-12-31 |
229,886 |
$4,910,000 |
45,321 |
|
Ameritas Advisory Services LLC |
93 |
- |
2023-12-31 |
197,099 |
$4,241,000 |
-3,534 |
|
MULTIFINANCIAL SECURITIES CORP |
350 |
- |
2023-12-31 |
169,186 |
$3,614,000 |
9,820 |
|
CWM LLC |
476 |
- |
2024-03-31 |
160,716 |
$3,611,000 |
30,220 |
|
JANNEY MONTGOMERY SCOTT LLC |
877 |
- |
2023-12-31 |
158,156 |
$3,378,000 |
10,493 |
|
PROSPERA FINANCIAL SERVICES |
218 |
- |
2023-12-31 |
154,242 |
$3,295,000 |
9,921 |
|
Kestra Advisory Services LLC |
602 |
- |
2023-12-31 |
153,627 |
$3,281,000 |
-343,190 |
|
RiverTree Advisors LLC |
20 |
*New |
2024-03-31 |
145,629 |
$3,272,000 |
145,629 |
|
PCG Wealth Advisors LLC |
25 |
- |
2024-03-31 |
138,097 |
$3,103,000 |
138,097 |
|
JANNEY CAPITAL MANAGEMENT LLC |
102 |
*New |
2023-12-31 |
144,387 |
$3,084,000 |
144,387 |
|
MML INVESTORS SERVICES LLC |
887 |
- |
2023-12-31 |
120,253 |
$2,569,000 |
40,562 |
|
BB&T CORP |
1147 |
- |
2023-12-31 |
115,781 |
$2,473,000 |
-3,942 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
115,355 |
$2,464,000 |
115,355 |
|
Atria Wealth Solutions Inc. |
560 |
- |
2023-12-31 |
105,624 |
$2,256,000 |
8,385 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1775 |
- |
2023-12-31 |
104,601 |
$2,234,000 |
54,550 |
|
Integrated Wealth Concepts LLC |
437 |
- |
2023-12-31 |
103,663 |
$2,214,000 |
-3,871 |
|
STIFEL FINANCIAL CORP |
1681 |
- |
2023-12-31 |
91,327 |
$1,951,000 |
4,270 |
|
Beacon Pointe Advisors LLC |
500 |
- |
2023-12-31 |
84,913 |
$1,814,000 |
-39,836 |
|
IHT Wealth Management LLC |
263 |
- |
2023-12-31 |
76,156 |
$1,627,000 |
47,014 |
|
AE Wealth Management LLC |
1002 |
- |
2023-12-31 |
69,104 |
$1,501,000 |
9,156 |
|
LINCOLN NATIONAL CORP |
360 |
- |
2023-12-31 |
67,839 |
$1,449,000 |
11,624 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1869 |
- |
2023-12-31 |
67,257 |
$1,437,000 |
30,781 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
195 |
- |
2024-03-31 |
61,824 |
$1,389,000 |
538 |
|
Envestnet Portfolio Solutions Inc. |
702 |
- |
2023-12-31 |
62,950 |
$1,345,000 |
8,549 |
|
Western Wealth Management LLC |
220 |
- |
2023-12-31 |
62,875 |
$1,343,000 |
-9,665 |
|
FINANCIAL NETWORK |
1227 |
- |
2023-12-31 |
59,354 |
$1,268,000 |
24,488 |
|
Snowden Capital Advisors LLC |
374 |
- |
2023-12-31 |
58,949 |
$1,259,000 |
26,757 |
|
American Institute for Advanced Investment Managem |
31 |
- |
2024-03-31 |
53,025 |
$1,191,000 |
7,950 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
55,467 |
$1,184,000 |
4,209 |
|
Resources Investment Advisors Inc. |
446 |
- |
2023-12-31 |
51,327 |
$1,096,000 |
22,000 |
|
PRINCIPAL SECURITIES INC. |
381 |
- |
2023-12-31 |
50,927 |
$1,088,000 |
0 |
|
Csenge Advisory Group |
220 |
- |
2023-12-31 |
50,449 |
$1,078,000 |
8,995 |
|
Capital Investment Advisory Services LLC |
207 |
- |
2024-03-31 |
39,572 |
$889,000 |
7,958 |
|
LVZ Advisors Inc. |
55 |
- |
2024-03-31 |
33,488 |
$752,000 |
6,750 |
|
RFG Advisory Group LLC |
405 |
- |
2024-03-31 |
33,309 |
$748,000 |
79 |
|
Quad-Cities Investment Group LLC |
60 |
- |
2024-03-31 |
32,545 |
$731,000 |
5,397 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
629 |
*New |
2023-12-31 |
31,090 |
$664,000 |
31,090 |
|
Cetera Investment Advisers |
1332 |
*New |
2023-12-31 |
30,889 |
$660,000 |
30,889 |
|
Concurrent Investment Advisors LLC |
435 |
- |
2023-12-31 |
29,404 |
$628,000 |
0 |
|
DAVIDSON D A & CO |
854 |
*New |
2023-12-31 |
29,309 |
$626,000 |
29,309 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
80 |
- |
2023-12-31 |
26,383 |
$564,000 |
-250 |
|
Accel Wealth Management |
109 |
- |
2024-03-31 |
24,060 |
$541,000 |
0 |
|
Brookstone Capital Management |
604 |
*New |
2024-03-31 |
23,886 |
$537,000 |
23,886 |
|
Ausdal Financial Partners Inc. |
263 |
- |
2024-03-31 |
23,107 |
$519,000 |
6,273 |
|
Private Advisor Group LLC |
1471 |
- |
2023-12-31 |
23,460 |
$501,000 |
-12,510 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
22,224 |
$475,000 |
2,667 |
|
Lakeview Capital Partners LLC |
251 |
- |
2023-12-31 |
20,968 |
$448,000 |
-2,185 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
402 |
- |
2024-03-31 |
19,737 |
$443,000 |
5,577 |
|
Equitable Holdings Inc. |
809 |
- |
2023-12-31 |
20,622 |
$440,000 |
2,284 |
|
Sterling Manor Financial LLC |
18 |
- |
2024-03-31 |
19,539 |
$439,000 |
2,159 |
|
H D Vest Advisory Services |
1045 |
*New |
2023-12-31 |
20,521 |
$438,000 |
20,521 |
|
HARBOUR INVESTMENTS INC. |
576 |
- |
2023-12-31 |
20,261 |
$433,000 |
19,839 |
|
AMERIPRISE FINANCIAL INC |
3444 |
*New |
2023-12-31 |
19,082 |
$408,000 |
19,082 |
|
Goss Wealth Management LLC |
1396 |
- |
2023-12-31 |
18,385 |
$397,000 |
1,834 |
|
FLAGSHIP HARBOR ADVISORS LLC |
448 |
*New |
2024-03-31 |
17,385 |
$391,000 |
17,385 |
|
INTL FCSTONE INC. |
217 |
- |
2023-12-31 |
17,962 |
$384,000 |
-285 |
|
Foundations Investment Advisors LLC |
497 |
- |
2023-12-31 |
16,740 |
$365,000 |
1,882 |
|
OLD MISSION CAPITAL LLC |
698 |
- |
2023-12-31 |
16,796 |
$359,000 |
16,796 |
|
Treasure Coast Financial Planning |
27 |
- |
2024-03-31 |
14,175 |
$319,000 |
0 |
|
Cedrus LLC |
114 |
*New |
2024-03-31 |
13,750 |
$309,000 |
13,750 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1346 |
- |
2023-12-31 |
14,454 |
$309,000 |
14,454 |
|
BlueChip Wealth Advisors LLC |
88 |
- |
2023-12-31 |
13,747 |
$294,000 |
0 |
|
Truadvice LLC |
183 |
- |
2023-09-30 |
13,560 |
$281,000 |
-1,325 |
|
Perigon Wealth Management LLC |
688 |
*New |
2023-12-31 |
12,520 |
$267,000 |
12,520 |
|
Gladstone Institutional Advisory LLC |
554 |
- |
2023-12-31 |
12,441 |
$266,000 |
398 |
|
SMITH MOORE & CO. |
361 |
*New |
2023-12-31 |
11,674 |
$249,000 |
11,674 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
815 |
- |
2023-12-31 |
11,011 |
$235,000 |
-893 |
|
CHANNEL WEALTH LLC |
163 |
- |
2024-03-31 |
10,004 |
$225,000 |
131 |
|
Aptus Capital Advisors LLC |
544 |
- |
2023-12-31 |
9,678 |
$207,000 |
9,678 |
|
IFP Advisors Inc |
928 |
- |
2023-12-31 |
9,276 |
$198,000 |
1,505 |
|
BENJAMIN EDWARDS INC |
318 |
- |
2023-12-31 |
8,876 |
$190,000 |
169 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
6,645 |
$142,000 |
0 |
|
Parallel Advisors LLC |
1026 |
*New |
2023-12-31 |
5,675 |
$121,000 |
5,675 |
|
Coastal Capital Group Inc. |
178 |
- |
2023-06-30 |
3,686 |
$77,000 |
0 |
|
Raleigh Capital Management Inc. |
240 |
- |
2023-12-31 |
3,546 |
$76,000 |
700 |
|
Global Retirement Partners LLC |
1202 |
- |
2024-03-31 |
3,279 |
$74,000 |
597 |
|
Steward Partners Investment Advisory LLC |
2179 |
- |
2023-12-31 |
1,425 |
$30,000 |
0 |
|
MORGAN STANLEY |
6176 |
- |
2023-12-31 |
1,101 |
$24,000 |
1 |
|
PRIVATE TRUST CO NA |
1406 |
- |
2024-03-31 |
1,000 |
$22,000 |
0 |
|
GAMMA Investing LLC |
1618 |
- |
2024-03-31 |
913 |
$21,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
561 |
- |
2024-03-31 |
756 |
$17,000 |
0 |
|
COMERICA BANK |
3124 |
*New |
2023-12-31 |
467 |
$10,000 |
467 |
|
NBC SECURITIES INC. |
1819 |
- |
2024-03-31 |
225 |
$5,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3055 |
*New |
2023-12-31 |
253 |
$5,000 |
253 |
|
J P MORGAN CHASE & CO |
5284 |
- |
2023-12-31 |
131 |
$3,000 |
0 |
|
WELLS FARGO & CO/MN |
5765 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3326 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,372 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1714 |
*Closed |
2023-12-31 |
0 |
$0 |
-963 |
|
Independent Wealth Network Inc. |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,552 |
|
DHJJ Financial Advisors Ltd. |
711 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
100 Records found
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1
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