|
Institutional
Holders
Total
Institutions:
|
87 1 |
|
Total
shares held :
|
6,125,058 |
|
% of shares
held :
|
89.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-10,737 |
|
% of shares
held change :
|
-0.16% |
|
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 |
724 |
- |
2024-03-31 |
491,427 |
$32,213,000 |
-193,764 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
13 |
- |
2024-03-31 |
250,399 |
$16,414,000 |
-31,209 |
|
Richard P Slaughter Associates Inc |
7 |
- |
2024-03-31 |
180,934 |
$11,860,000 |
-136,587 |
|
ENVESTNET ASSET MANAGEMENT INC |
1446 |
- |
2024-03-31 |
173,987 |
$11,405,000 |
-100,678 |
|
MORGAN STANLEY |
3418 |
- |
2024-03-31 |
130,702 |
$8,568,000 |
-36,836 |
|
ROYAL BANK OF CANADA |
1756 |
- |
2024-03-31 |
97,999 |
$6,423,000 |
-25,108 |
|
RAYMOND JAMES & ASSOCIATES |
1616 |
- |
2024-03-31 |
71,955 |
$4,717,000 |
-16,367 |
|
MULTIFINANCIAL SECURITIES CORP |
486 |
- |
2024-03-31 |
71,897 |
$4,713,000 |
-2,249 |
|
PRINCIPAL SECURITIES INC. |
138 |
- |
2024-03-31 |
69,189 |
$4,535,000 |
-35,504 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
29 |
- |
2024-03-31 |
53,244 |
$3,490,000 |
-10,702 |
|
Envestnet Portfolio Solutions Inc. |
488 |
- |
2024-03-31 |
51,625 |
$3,384,000 |
-29,961 |
|
Dynamic Advisors Solutions LLC |
248 |
- |
2024-03-31 |
43,736 |
$2,867,000 |
-293 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
878 |
- |
2024-03-31 |
36,469 |
$2,391,000 |
-2,748 |
|
First Capital Advisors Group LLC. |
22 |
- |
2023-06-30 |
37,383 |
$2,158,000 |
-1,123 |
|
WMS PARTNERS, LLC |
71 |
- |
2024-03-31 |
28,387 |
$1,861,000 |
-5,606 |
|
Cetera Investment Advisers |
703 |
- |
2024-03-31 |
25,187 |
$1,651,000 |
-17,968 |
|
FINANCIAL NETWORK |
1184 |
- |
2024-03-31 |
22,588 |
$1,481,000 |
-42,013 |
|
CI Private Wealth LLC |
1280 |
- |
2024-03-31 |
16,682 |
$1,093,000 |
-5,747 |
|
TD Waterhouse Canada Inc. |
517 |
- |
2024-03-31 |
14,263 |
$907,000 |
-507 |
|
Global Retirement Partners LLC |
390 |
- |
2024-03-31 |
13,039 |
$855,000 |
-789 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1932 |
- |
2024-03-31 |
11,356 |
$744,000 |
-3,043 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
356 |
- |
2024-03-31 |
11,272 |
$739,000 |
-1,475 |
|
Atria Wealth Solutions Inc. |
1163 |
- |
2024-03-31 |
9,170 |
$601,000 |
-6,328 |
|
BANK OF NEW YORK MELLON CORP |
3439 |
- |
2024-03-31 |
7,941 |
$520,000 |
-4,428 |
|
Lido Advisors LLC |
805 |
- |
2024-03-31 |
7,600 |
$498,000 |
-1,349 |
|
Advisor Group Holdings Inc. |
3230 |
- |
2024-03-31 |
5,136 |
$337,000 |
-1,201 |
|
Integrated Wealth Concepts LLC |
1488 |
- |
2024-03-31 |
3,134 |
$205,000 |
-979 |
|
GRIES FINANCIAL LLC |
268 |
- |
2024-03-31 |
3,080 |
$202,000 |
-2,860 |
|
ICA Group Wealth Management LLC |
310 |
- |
2024-03-31 |
2,471 |
$162,000 |
-1,380 |
|
HARBOUR INVESTMENTS INC. |
1112 |
- |
2023-12-31 |
1,687 |
$106,000 |
-13 |
|
HANSON MCCLAIN, INC. |
1145 |
- |
2024-03-31 |
1,067 |
$70,000 |
-2,869 |
|
Stone House Investment Management LLC |
162 |
- |
2024-03-31 |
435 |
$29,000 |
-174 |
|
Wagner Wealth Management LLC |
185 |
- |
2024-03-31 |
374 |
$25,000 |
-18,032 |
|
Goss Wealth Management LLC |
2620 |
- |
2024-03-31 |
290 |
$19,000 |
-3,874 |
|
UBS Group AG |
6064 |
- |
2024-03-31 |
139 |
$9,000 |
-1,041 |
|
UMB BANK N A/MO |
1321 |
- |
2024-03-31 |
116 |
$8,000 |
-116 |
|
|
36 Records found
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1
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