|
Institutional
Holders
Total
Institutions:
|
99 6 |
|
Total
shares held :
|
5,167,034 |
|
% of shares
held :
|
13.42% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-698,557 |
|
% of shares
held change :
|
-1.81% |
|
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 |
MORGAN STANLEY |
2189 |
- |
2024-03-31 |
976,499 |
$31,537,000 |
-93,879 |
|
LPL FINANCIAL CORP |
951 |
- |
2024-03-31 |
608,297 |
$19,646,000 |
-297,506 |
|
ENVESTNET ASSET MANAGEMENT INC |
1788 |
- |
2024-03-31 |
203,078 |
$6,559,000 |
-8,540 |
|
WELLS FARGO & CO/MN |
1864 |
- |
2024-03-31 |
183,333 |
$5,921,000 |
-149,794 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1143 |
- |
2024-03-31 |
159,282 |
$5,144,000 |
99,094 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1260 |
- |
2024-03-31 |
122,444 |
$3,954,000 |
-268,589 |
|
RAYMOND JAMES & ASSOCIATES |
1747 |
- |
2024-03-31 |
121,153 |
$3,913,000 |
-125,349 |
|
Cetera Investment Advisers |
1113 |
- |
2024-03-31 |
119,419 |
$3,857,000 |
77,133 |
|
Advisor Group Holdings Inc. |
1327 |
- |
2024-03-31 |
102,598 |
$3,315,000 |
-46,660 |
|
Cyndeo Wealth Partners LLC |
115 |
- |
2024-03-31 |
92,625 |
$2,991,000 |
-6,160 |
|
SFI Advisors LLC |
21 |
- |
2024-03-31 |
92,154 |
$2,976,000 |
11,214 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1136 |
- |
2024-03-31 |
75,862 |
$2,450,000 |
12,455 |
|
Baird Financial Group Inc. |
932 |
- |
2024-03-31 |
66,052 |
$2,133,000 |
-21,866 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
99 |
- |
2024-03-31 |
62,350 |
$2,030,000 |
1,641 |
|
Private Advisor Group LLC |
805 |
- |
2024-03-31 |
62,406 |
$2,015,000 |
-1,759 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
599 |
- |
2024-03-31 |
57,911 |
$1,870,000 |
17,022 |
|
STIFEL FINANCIAL CORP |
1788 |
- |
2024-03-31 |
55,731 |
$1,800,000 |
8,051 |
|
MULTIFINANCIAL SECURITIES CORP |
888 |
- |
2024-03-31 |
52,737 |
$1,703,000 |
21,272 |
|
Quantum Private Wealth LLC |
41 |
- |
2024-03-31 |
46,186 |
$1,492,000 |
1,000 |
|
Coppell Advisory Solutions Corp. |
82 |
- |
2024-03-31 |
45,161 |
$1,459,000 |
1,446 |
|
CWM LLC |
710 |
- |
2024-03-31 |
44,677 |
$1,443,000 |
3,175 |
|
FINANCIAL NETWORK |
1216 |
- |
2024-03-31 |
43,650 |
$1,410,000 |
9,531 |
|
Goss Wealth Management LLC |
863 |
- |
2024-03-31 |
39,843 |
$1,287,000 |
3,052 |
|
Coppell Advisory Solutions LLC |
88 |
- |
2023-12-31 |
44,633 |
$1,263,000 |
44,633 |
|
Kestra Advisory Services LLC |
1119 |
- |
2024-03-31 |
37,816 |
$1,221,000 |
13,425 |
|
H D Vest Advisory Services |
688 |
- |
2024-03-31 |
36,857 |
$1,190,000 |
4,072 |
|
BB&T CORP |
1503 |
- |
2024-03-31 |
36,595 |
$1,182,000 |
1,525 |
|
Claraphi Advisory Network LLC |
73 |
- |
2022-12-31 |
40,538 |
$1,133,000 |
19,463 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2415 |
- |
2024-03-31 |
34,578 |
$1,117,000 |
25,735 |
|
BANK OF NEW YORK MELLON CORP |
3092 |
- |
2024-03-31 |
33,594 |
$1,085,000 |
-978 |
|
JANNEY MONTGOMERY SCOTT LLC |
1484 |
- |
2024-03-31 |
32,453 |
$1,048,000 |
-3,463 |
|
Snowden Capital Advisors LLC |
492 |
- |
2024-03-31 |
30,622 |
$989,000 |
-7,820 |
|
DAVENPORT & CO LLC |
608 |
- |
2024-03-31 |
30,345 |
$980,000 |
-2,214 |
|
DAVIDSON D A & CO |
779 |
- |
2024-03-31 |
27,006 |
$872,000 |
1,103 |
|
Secure Asset Management LLC |
110 |
- |
2024-03-31 |
26,316 |
$850,000 |
-49,047 |
|
AE Wealth Management LLC |
684 |
- |
2024-03-31 |
25,995 |
$840,000 |
-8,509 |
|
JANE STREET GROUP LLC |
3266 |
*New |
2024-03-31 |
25,969 |
$839,000 |
25,969 |
|
IFP Advisors Inc |
414 |
- |
2023-12-31 |
29,553 |
$836,000 |
17,230 |
|
Green Harvest Asset Management LLC |
110 |
- |
2024-03-31 |
25,299 |
$817,000 |
-13,647 |
|
Apeiron RIA LLC |
78 |
- |
2024-03-31 |
24,103 |
$778,000 |
-1,984 |
|
IAMS WEALTH MANAGEMENT LLC |
67 |
- |
2024-03-31 |
24,507 |
$708,000 |
3,310 |
|
Atria Wealth Solutions Inc. |
1107 |
- |
2024-03-31 |
20,463 |
$661,000 |
10,956 |
|
J P MORGAN CHASE & CO |
3587 |
- |
2024-03-31 |
20,344 |
$657,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3820 |
- |
2024-03-31 |
19,288 |
$623,000 |
-24,814 |
|
Steward Partners Investment Advisory LLC |
964 |
- |
2024-03-31 |
19,122 |
$618,000 |
4,422 |
|
Total Clarity Wealth Management Inc. |
123 |
*New |
2024-03-31 |
19,147 |
$618,000 |
19,147 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1155 |
- |
2023-09-30 |
20,520 |
$616,000 |
0 |
|
REGAL INVESTMENT ADVISORS, LLC |
356 |
- |
2024-03-31 |
15,900 |
$514,000 |
-1,184 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
215 |
- |
2024-03-31 |
14,887 |
$481,000 |
14,887 |
|
NewEdge Wealth LLC |
575 |
- |
2024-03-31 |
15,021 |
$468,000 |
13 |
|
Envestnet Portfolio Solutions Inc. |
1158 |
- |
2024-03-31 |
14,267 |
$461,000 |
576 |
|
Y.D. More Investments Ltd |
122 |
- |
2024-03-31 |
14,000 |
$452,000 |
0 |
|
CoreCap Advisors LLC |
368 |
*New |
2023-12-31 |
15,742 |
$445,000 |
15,742 |
|
ROYAL BANK OF CANADA |
3566 |
- |
2024-03-31 |
13,234 |
$426,000 |
-4,804 |
|
Gateway Wealth Partners LLC |
134 |
- |
2024-03-31 |
12,928 |
$418,000 |
1,810 |
|
Stratos Wealth Partners LTD. |
945 |
- |
2024-03-31 |
12,894 |
$416,000 |
-130 |
|
Mutual Advisors LLC |
749 |
- |
2024-03-31 |
12,885 |
$416,000 |
1,119 |
|
HFG Advisors Inc. |
59 |
- |
2024-03-31 |
12,855 |
$415,000 |
0 |
|
OneAscent Financial Services LLC |
229 |
- |
2024-03-31 |
12,784 |
$413,000 |
2,309 |
|
CENTAURUS FINANCIAL INC. |
426 |
- |
2024-03-31 |
12,659 |
$409,000 |
1,669 |
|
HARBOUR INVESTMENTS INC. |
604 |
- |
2023-12-31 |
14,409 |
$408,000 |
235 |
|
Rockefeller Capital Management L.P. |
1518 |
- |
2024-03-31 |
12,460 |
$402,000 |
-629 |
|
National Wealth Management Group LLC |
86 |
- |
2024-03-31 |
12,324 |
$398,000 |
-5,374 |
|
D E SHAW & CO INC |
2360 |
*New |
2024-03-31 |
12,057 |
$389,000 |
12,057 |
|
Clarus Wealth Advisors |
89 |
- |
2024-03-31 |
11,313 |
$378,000 |
-94 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
742 |
- |
2024-03-31 |
10,524 |
$340,000 |
-42,542 |
|
PARK AVENUE SECURITIES LLC |
1139 |
- |
2024-03-31 |
9,901 |
$320,000 |
-221 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
988 |
- |
2024-03-31 |
9,702 |
$313,000 |
-4,997 |
|
Quantinno Capital Management LP |
1071 |
*New |
2024-03-31 |
9,412 |
$304,000 |
9,412 |
|
MML INVESTORS SERVICES LLC |
2185 |
- |
2024-03-31 |
8,182 |
$264,000 |
-2,286 |
|
TOWER RESEARCH CAPITAL LLC |
1238 |
- |
2024-03-31 |
8,132 |
$263,000 |
-7,630 |
|
Laidlaw Wealth Management LLC |
149 |
- |
2024-03-31 |
8,091 |
$261,000 |
0 |
|
MGB Wealth Management LLC |
170 |
- |
2024-03-31 |
7,425 |
$240,000 |
0 |
|
J.W. COLE ADVISORS INC. |
767 |
- |
2024-03-31 |
7,360 |
$238,000 |
27 |
|
Orion Portfolio Solutions LLC |
1548 |
*New |
2024-03-31 |
7,349 |
$237,000 |
7,349 |
|
NBC SECURITIES INC. |
692 |
- |
2024-03-31 |
7,051 |
$227,000 |
-162 |
|
We Are One Seven LLC |
826 |
- |
2024-03-31 |
6,518 |
$211,000 |
6,518 |
|
Pinnacle Family Advisors LLC |
94 |
*New |
2024-03-31 |
6,454 |
$208,000 |
6,454 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1266 |
- |
2024-03-31 |
6,757 |
$203,000 |
6,757 |
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
79 |
*New |
2024-03-31 |
6,202 |
$200,000 |
6,202 |
|
Global Retirement Partners LLC |
825 |
- |
2024-03-31 |
5,586 |
$180,000 |
-178 |
|
Activest Wealth Management |
65 |
*New |
2024-03-31 |
5,524 |
$178,000 |
5,524 |
|
CFG ASSET MANAGEMENT LLC |
157 |
- |
2024-03-31 |
3,655 |
$118,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1207 |
- |
2024-03-31 |
3,622 |
$117,000 |
256 |
|
PROEQUITIES INC. |
983 |
- |
2024-03-31 |
2,609 |
$84,000 |
193 |
|
Financial Advisory Service Inc. |
324 |
- |
2024-03-31 |
2,584 |
$83,000 |
12 |
|
ALPHAMARK ADVISORS LLC |
293 |
- |
2024-03-31 |
2,450 |
$79,000 |
0 |
|
Main Street Group LTD |
173 |
- |
2024-03-31 |
2,209 |
$72,000 |
27 |
|
BENJAMIN EDWARDS INC |
470 |
- |
2024-03-31 |
1,741 |
$56,000 |
-39 |
|
DB Wealth Management Group LLC |
160 |
- |
2023-12-31 |
1,959 |
$55,000 |
0 |
|
ICA Group Wealth Management LLC |
571 |
- |
2024-03-31 |
1,450 |
$47,000 |
0 |
|
COMERICA BANK |
2795 |
- |
2024-03-31 |
1,275 |
$41,000 |
-347 |
|
HighMark Wealth Management LLC |
154 |
- |
2024-03-31 |
1,150 |
$37,000 |
0 |
|
Anchor Investment Management LLC |
579 |
- |
2024-03-31 |
1,105 |
$36,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5640 |
*New |
2024-03-31 |
789 |
$25,000 |
789 |
|
ATWOOD & PALMER INC |
266 |
- |
2024-03-31 |
680 |
$22,000 |
0 |
|
HHM Wealth Advisors LLC |
397 |
*New |
2024-03-31 |
666 |
$22,000 |
666 |
|
PRIVATE TRUST CO NA |
1434 |
- |
2024-03-31 |
600 |
$19,000 |
-1,400 |
|
Westside Investment Management Inc. |
505 |
- |
2024-03-31 |
549 |
$18,000 |
0 |
|
UBS Group AG |
5852 |
- |
2024-03-31 |
438 |
$14,000 |
430 |
|
|
100 Records found
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1
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