|
Institutional
Holders
Total
Institutions:
|
90 4 |
|
Total
shares held :
|
7,602,791 |
|
% of shares
held :
|
14.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-1,125,689 |
|
% of shares
held change :
|
-2.14% |
|
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 |
2487 |
- |
2023-12-31 |
1,208,287 |
$24,238,000 |
7,343 |
|
LPL FINANCIAL CORP |
970 |
- |
2023-12-31 |
808,576 |
$16,220,000 |
-119,533 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
810 |
- |
2024-03-31 |
483,698 |
$9,691,000 |
-40,979 |
|
Rockefeller Capital Management L.P. |
483 |
- |
2023-12-31 |
449,184 |
$9,011,000 |
-605,384 |
|
Goss Wealth Management LLC |
239 |
- |
2023-12-31 |
410,133 |
$8,217,000 |
-37,108 |
|
Advisor Group Holdings Inc. |
1194 |
- |
2023-12-31 |
252,861 |
$5,072,000 |
-186,732 |
|
UBS Group AG |
2033 |
- |
2023-12-31 |
239,553 |
$4,805,000 |
101,190 |
|
ROYAL BANK OF CANADA |
1928 |
- |
2023-12-31 |
234,147 |
$4,697,000 |
-16,978 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1136 |
- |
2023-12-31 |
226,009 |
$4,534,000 |
4,010 |
|
Mainsail Financial Group LLC |
12 |
- |
2024-03-31 |
215,509 |
$4,318,000 |
4,698 |
|
Nilsine Partners LLC |
44 |
- |
2024-03-31 |
213,322 |
$4,274,000 |
11,428 |
|
Integrys Wealth Advisors LLC |
25 |
- |
2024-03-31 |
169,765 |
$3,401,000 |
-7,500 |
|
J.W. COLE ADVISORS INC. |
141 |
- |
2023-12-31 |
138,528 |
$2,779,000 |
-1,007 |
|
Integrated Wealth Concepts LLC |
374 |
- |
2023-12-31 |
133,419 |
$2,676,000 |
31 |
|
Kestra Advisory Services LLC |
701 |
- |
2023-12-31 |
122,521 |
$2,458,000 |
-1,797 |
|
J P MORGAN CHASE & CO |
2909 |
*New |
2023-12-31 |
111,368 |
$2,234,000 |
111,368 |
|
Barber Financial Group Inc. |
33 |
- |
2023-03-31 |
103,692 |
$2,070,000 |
23,715 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1867 |
- |
2023-12-31 |
101,870 |
$2,044,000 |
90,704 |
|
Modern Wealth Management LLC |
38 |
- |
2023-12-31 |
98,594 |
$1,978,000 |
0 |
|
JANE STREET GROUP LLC |
2455 |
- |
2023-12-31 |
96,863 |
$1,943,000 |
52,552 |
|
Private Advisor Group LLC |
779 |
- |
2023-12-31 |
96,133 |
$1,928,000 |
9,394 |
|
Mattern Wealth Management LLC |
68 |
- |
2023-12-31 |
80,304 |
$1,611,000 |
2,488 |
|
Eldridge Investment Advisors Inc. |
57 |
- |
2023-12-31 |
72,003 |
$1,444,000 |
-46,240 |
|
JAMES INVESTMENT RESEARCH INC |
127 |
- |
2023-12-31 |
62,977 |
$1,263,000 |
-6,997 |
|
Naviter Wealth LLC |
137 |
- |
2024-03-31 |
61,042 |
$1,223,000 |
-43,942 |
|
GSG Advisors LLC |
32 |
- |
2024-03-31 |
59,258 |
$1,187,000 |
-3,580 |
|
Sawtooth Asset Management Inc. |
410 |
- |
2023-12-31 |
57,209 |
$1,148,000 |
0 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
57,209 |
$1,148,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
2899 |
- |
2023-12-31 |
51,840 |
$1,040,000 |
21,696 |
|
Visionary Wealth Advisors |
223 |
- |
2023-12-31 |
50,327 |
$1,010,000 |
-2,904 |
|
Westside Investment Management Inc. |
105 |
- |
2024-03-31 |
50,000 |
$1,002,000 |
0 |
|
MCDONALD PARTNERS LLC |
101 |
- |
2024-03-31 |
49,000 |
$982,000 |
0 |
|
Cetera Investment Advisers |
1163 |
- |
2023-12-31 |
44,544 |
$894,000 |
-5,622 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1831 |
- |
2024-03-31 |
42,127 |
$844,000 |
-1,598 |
|
RAYMOND JAMES & ASSOCIATES |
2688 |
- |
2024-03-31 |
41,770 |
$837,000 |
-3,230 |
|
WELLS FARGO & CO/MN |
3086 |
- |
2023-12-31 |
39,719 |
$797,000 |
23,999 |
|
Equitable Holdings Inc. |
643 |
- |
2023-12-31 |
37,675 |
$756,000 |
150 |
|
STEPHENS INC /AR/ |
626 |
- |
2023-12-31 |
35,516 |
$712,000 |
0 |
|
TRUST CO OF OKLAHOMA |
77 |
- |
2024-03-31 |
34,625 |
$694,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
946 |
- |
2023-12-31 |
34,568 |
$693,000 |
23,451 |
|
TITLEIST ASSET MANAGEMENT LTD. |
122 |
- |
2022-12-31 |
33,495 |
$668,000 |
6,187 |
|
Steward Partners Investment Advisory LLC |
884 |
- |
2023-12-31 |
31,881 |
$640,000 |
-18,250 |
|
FLOW TRADERS U.S. LLC |
436 |
- |
2023-12-31 |
31,041 |
$623,000 |
31,041 |
|
COMERICA BANK |
1769 |
- |
2023-12-31 |
31,000 |
$622,000 |
1,765 |
|
Envestnet Portfolio Solutions Inc. |
983 |
- |
2023-12-31 |
29,213 |
$586,000 |
-8,752 |
|
White Wing Wealth Management |
22 |
- |
2024-03-31 |
28,589 |
$573,000 |
-33,156 |
|
CHILTON CAPITAL MANAGEMENT LLC |
162 |
- |
2023-12-31 |
25,018 |
$502,000 |
0 |
|
Csenge Advisory Group |
406 |
- |
2023-12-31 |
25,000 |
$502,000 |
0 |
|
Dynamic Advisors Solutions LLC |
607 |
- |
2024-03-31 |
24,776 |
$496,000 |
1,506 |
|
STIFEL FINANCIAL CORP |
2552 |
- |
2023-12-31 |
24,656 |
$495,000 |
-28,726 |
|
Insight Inv LLC |
|
- |
2023-12-31 |
23,770 |
$477,000 |
0 |
|
One + One Wealth Management LLC |
66 |
- |
2024-03-31 |
23,647 |
$474,000 |
-747 |
|
Occidental Asset Management LLC |
135 |
- |
2024-03-31 |
23,508 |
$471,000 |
-5,751 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
766 |
- |
2023-12-31 |
22,193 |
$445,000 |
-2,227 |
|
TITLEIST ASSET MANAGEMENT LLC |
150 |
- |
2023-12-31 |
22,092 |
$443,000 |
17 |
|
Sigma Planning Corp |
517 |
- |
2023-12-31 |
20,505 |
$411,000 |
-20,174 |
|
Capital Investment Advisory Services LLC |
347 |
- |
2024-03-31 |
19,527 |
$391,000 |
4,127 |
|
RAYMOND JAMES TRUST CO |
852 |
- |
2024-03-31 |
18,677 |
$374,000 |
0 |
|
Total Clarity Wealth Management Inc. |
179 |
- |
2024-03-31 |
17,956 |
$360,000 |
0 |
|
AE Wealth Management LLC |
1617 |
*New |
2023-12-31 |
17,496 |
$351,000 |
17,496 |
|
NewEdge Wealth LLC |
594 |
- |
2023-12-31 |
16,651 |
$334,000 |
0 |
|
Ausdal Financial Partners Inc. |
351 |
- |
2024-03-31 |
16,564 |
$332,000 |
-2,298 |
|
Spire Wealth Management |
660 |
- |
2024-03-31 |
15,281 |
$306,000 |
0 |
|
RFG Advisory Group LLC |
611 |
- |
2024-03-31 |
14,821 |
$297,000 |
-737 |
|
VCI Wealth Management LLC |
97 |
- |
2023-12-31 |
12,551 |
$252,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
771 |
- |
2023-12-31 |
12,572 |
$252,000 |
-1,239 |
|
Security Financial Services INC. |
159 |
- |
2024-03-31 |
12,449 |
$249,000 |
0 |
|
Snowden Capital Advisors LLC |
979 |
- |
2023-12-31 |
12,387 |
$248,000 |
-1,442 |
|
NAPLES GLOBAL ADVISORS LLC |
373 |
*New |
2023-12-31 |
11,500 |
$231,000 |
11,500 |
|
KINGSWOOD WEALTH ADVISORS LLC |
553 |
*New |
2024-03-31 |
10,966 |
$220,000 |
10,966 |
|
HBW Advisory Services LLC |
282 |
- |
2024-03-31 |
10,503 |
$211,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2427 |
*New |
2023-12-31 |
10,250 |
$206,000 |
10,250 |
|
SHEETS SMITH & ASSOCIATES INC |
310 |
- |
2023-09-30 |
10,000 |
$199,000 |
0 |
|
PROEQUITIES INC. |
663 |
- |
2023-12-31 |
9,521 |
$191,000 |
2,503 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
888 |
- |
2023-12-31 |
9,060 |
$182,000 |
-1,986 |
|
ADVISORY SERVICES NETWORK, LLC |
1424 |
*New |
2023-12-31 |
7,188 |
$144,000 |
7,188 |
|
Tidemark LLC |
182 |
- |
2023-12-31 |
4,000 |
$80,000 |
0 |
|
Spectrum Wealth Counsel LLC |
186 |
- |
2023-12-31 |
2,573 |
$52,000 |
0 |
|
Castleview Partners LLC |
331 |
- |
2023-12-31 |
2,130 |
$43,000 |
200 |
|
Global Retirement Partners LLC |
1500 |
- |
2024-03-31 |
1,940 |
$39,000 |
-1,100 |
|
Coppell Advisory Solutions LLC |
567 |
- |
2023-12-31 |
1,849 |
$37,000 |
1,661 |
|
PRINCIPAL SECURITIES INC. |
1619 |
- |
2023-12-31 |
1,700 |
$34,000 |
0 |
|
PRIVATE TRUST CO NA |
1288 |
- |
2024-03-31 |
1,511 |
$30,000 |
-110 |
|
PFS Partners LLC |
164 |
- |
2024-03-31 |
1,500 |
$30,000 |
10 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
1,227 |
$24,000 |
66 |
|
DHJJ Financial Advisors Ltd. |
363 |
- |
2024-03-31 |
1,055 |
$21,000 |
0 |
|
ICA Group Wealth Management LLC |
811 |
*New |
2023-12-31 |
676 |
$14,000 |
676 |
|
EdgeRock Capital LLC |
206 |
*New |
2023-12-31 |
646 |
$13,000 |
646 |
|
Capital Analysts Inc. |
886 |
- |
2023-12-31 |
505 |
$10,000 |
0 |
|
Virtue Capital Management LLC |
347 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,742 |
|
HIGHTOWER ADVISORS, LLC |
3327 |
*Closed |
2023-12-31 |
0 |
$0 |
-51,183 |
|
Financial Advocates Investment Management |
737 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,087 |
|
SUTTON PLACE INVESTORS LLC |
150 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
Gladstone Institutional Advisory LLC |
668 |
*Closed |
2023-12-31 |
0 |
$0 |
-34,382 |
|
Kovack Advisors Inc. |
502 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,447 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2434 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,013 |
|
Coppell Advisory Solutions Corp. |
557 |
*Closed |
2023-03-31 |
0 |
$0 |
-188 |
|
Hobart Private Capital LLC |
66 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,925 |
|
IFP Advisors Inc |
3053 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,500 |
|
GRADIENT INVESTMENTS LLC |
1520 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,163 |
|
|
100 Records found
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1
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