|
Institutional
Holders
Total
Institutions:
|
86 7 |
|
Total
shares held :
|
9,137,691 |
|
% of shares
held :
|
14.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
642,671 |
|
% of shares
held change :
|
0.99% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
706 |
- |
2023-12-31 |
1,818,277 |
$90,932,000 |
-60,257 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
160 |
- |
2024-03-31 |
1,013,957 |
$51,058,000 |
113,744 |
|
MORGAN STANLEY |
1722 |
- |
2023-12-31 |
1,003,506 |
$50,185,000 |
197,496 |
|
CWM LLC |
132 |
- |
2024-03-31 |
669,421 |
$33,709,000 |
18,913 |
|
Engrave Wealth Partners LLC |
5 |
- |
2023-12-31 |
537,120 |
$26,861,000 |
-8,355 |
|
Avestar Capital LLC |
10 |
- |
2023-12-31 |
429,191 |
$21,572,000 |
291,829 |
|
WELLS FARGO & CO/MN |
1043 |
- |
2023-12-31 |
428,710 |
$21,440,000 |
-46,160 |
|
Amplius Wealth Advisors LLC |
15 |
- |
2024-03-31 |
367,391 |
$18,500,000 |
118,367 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
490 |
- |
2023-12-31 |
301,619 |
$15,084,000 |
282,295 |
|
HIGHTOWER ADVISORS, LLC |
587 |
- |
2023-12-31 |
266,730 |
$13,343,000 |
11,451 |
|
MARINER WEALTH ADVISORS, LLC |
485 |
- |
2023-12-31 |
190,131 |
$9,508,000 |
85,002 |
|
Alpha Omega Wealth Management LLC |
13 |
- |
2024-03-31 |
165,327 |
$8,325,000 |
-4,093 |
|
KCS Wealth Advisory |
4 |
- |
2023-09-30 |
166,015 |
$8,291,000 |
-396 |
|
Precision Wealth Strategies LLC |
4 |
- |
2023-12-31 |
135,178 |
$6,760,000 |
-22,961 |
|
SAGE RHINO CAPITAL LLC |
22 |
- |
2024-03-31 |
118,016 |
$5,943,000 |
27,845 |
|
Cassia Capital Partners LLC |
10 |
- |
2024-03-31 |
115,608 |
$5,821,000 |
76,132 |
|
RAYMOND JAMES & ASSOCIATES |
1534 |
- |
2024-03-31 |
104,807 |
$5,278,000 |
7,559 |
|
Bristlecone Advisors LLC |
51 |
- |
2024-03-31 |
97,290 |
$4,899,000 |
-7,727 |
|
CITADEL ADVISORS LLC |
1618 |
- |
2023-12-31 |
94,060 |
$4,704,000 |
-7,376 |
|
LPL FINANCIAL CORP |
1740 |
- |
2023-12-31 |
90,391 |
$4,520,000 |
14,369 |
|
TIEMANN INVESTMENT ADVISORS LLC |
7 |
- |
2023-12-31 |
87,120 |
$4,357,000 |
21,575 |
|
ADELL HARRIMAN & CARPENTER INC |
64 |
- |
2024-03-31 |
82,422 |
$4,150,000 |
900 |
|
Proficio Capital Partners LLC |
40 |
- |
2023-12-31 |
68,717 |
$3,437,000 |
5,872 |
|
Brio Consultants LLC |
39 |
- |
2023-12-31 |
54,427 |
$2,722,000 |
-23,737 |
|
Ignite Planners LLC |
33 |
- |
2024-03-31 |
50,172 |
$2,515,000 |
20,318 |
|
ATWOOD & PALMER INC |
55 |
- |
2024-03-31 |
48,400 |
$2,437,000 |
-2,500 |
|
AdvisorNet Financial Inc |
104 |
- |
2024-03-31 |
47,820 |
$2,408,000 |
21,301 |
|
PRIVATE WEALTH PARTNERS LLC |
54 |
- |
2023-12-31 |
46,800 |
$2,340,000 |
8,050 |
|
Frazier Financial Advisors LLC |
12 |
- |
2023-12-31 |
44,484 |
$2,225,000 |
0 |
|
Financial Gravity Wealth Inc. |
150 |
- |
2023-12-31 |
261,851 |
$1,890,000 |
0 |
|
Resources Investment Advisors Inc. |
350 |
- |
2023-12-31 |
33,715 |
$1,686,000 |
-7,328 |
|
STEPHENS INC /AR/ |
447 |
- |
2023-12-31 |
31,965 |
$1,599,000 |
0 |
|
JANE STREET GROUP LLC |
2695 |
- |
2023-12-31 |
31,420 |
$1,571,000 |
-140,487 |
|
Atria Wealth Solutions Inc. |
689 |
- |
2023-12-31 |
30,266 |
$1,521,000 |
-791 |
|
Envestnet Portfolio Solutions Inc. |
673 |
- |
2023-12-31 |
30,266 |
$1,514,000 |
-791 |
|
Beverly Hills Private Wealth LLC |
77 |
- |
2023-12-31 |
29,480 |
$1,474,000 |
15,471 |
|
Lido Advisors LLC |
451 |
- |
2023-12-31 |
27,790 |
$1,397,000 |
-160 |
|
SHUFRO ROSE & CO LLC |
89 |
- |
2023-12-31 |
27,911 |
$1,394,000 |
0 |
|
Lionsbridge Wealth Management LLC |
37 |
*New |
2023-12-31 |
23,768 |
$1,189,000 |
23,768 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1971 |
- |
2024-03-31 |
22,389 |
$1,127,000 |
1,665 |
|
Kestra Advisory Services LLC |
1196 |
- |
2023-12-31 |
17,436 |
$872,000 |
1,817 |
|
Gratus Capital LLC |
145 |
- |
2023-12-31 |
17,406 |
$870,000 |
3,477 |
|
Burford Brothers Inc. |
43 |
- |
2023-12-31 |
16,823 |
$841,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3051 |
- |
2023-12-31 |
15,971 |
$799,000 |
1,034 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
80 |
- |
2023-12-31 |
15,511 |
$776,000 |
-1,670 |
|
ROYAL BANK OF CANADA |
3300 |
- |
2023-12-31 |
15,139 |
$757,000 |
-1,646 |
|
STIFEL FINANCIAL CORP |
2351 |
- |
2023-12-31 |
14,159 |
$708,000 |
-54,936 |
|
Advisor Group Holdings Inc. |
2846 |
- |
2023-12-31 |
14,136 |
$707,000 |
-3,940 |
|
SYNOVUS FINANCIAL CORP |
549 |
- |
2023-12-31 |
12,723 |
$636,000 |
101 |
|
TD CAPITAL MANAGEMENT LLC |
58 |
- |
2023-12-31 |
12,461 |
$623,000 |
136 |
|
ROCK POINT ADVISORS LLC |
56 |
- |
2023-12-31 |
12,171 |
$609,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
535 |
- |
2023-12-31 |
11,975 |
$599,000 |
0 |
|
Capital Advisors Ltd. LLC |
158 |
- |
2024-03-31 |
9,473 |
$477,000 |
-1,900 |
|
Elmwood Wealth Management Inc. |
72 |
- |
2023-12-31 |
9,513 |
$476,000 |
-13,350 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2729 |
*New |
2023-12-31 |
9,119 |
$456,000 |
9,119 |
|
REGAL INVESTMENT ADVISORS, LLC |
349 |
- |
2023-12-31 |
8,827 |
$441,000 |
-53 |
|
Oakmont Partners LLC |
527 |
- |
2024-03-31 |
8,556 |
$431,000 |
-50 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
792 |
- |
2023-12-31 |
7,645 |
$382,000 |
-1,542 |
|
BEESE FULMER INVESTMENT MANAGEMENT INC |
168 |
- |
2024-03-31 |
7,179 |
$361,000 |
-326 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
115 |
- |
2023-12-31 |
7,014 |
$351,000 |
-342 |
|
Synergy Financial Group LTD |
59 |
- |
2023-12-31 |
6,249 |
$313,000 |
685 |
|
JANNEY MONTGOMERY SCOTT LLC |
2196 |
*New |
2023-12-31 |
5,994 |
$300,000 |
5,994 |
|
FLOW TRADERS U.S. LLC |
589 |
- |
2023-12-31 |
5,579 |
$279,000 |
-7,897 |
|
McGowan Group Asset Management Inc. |
97 |
- |
2023-12-31 |
5,010 |
$251,000 |
49 |
|
Navalign LLC |
111 |
- |
2024-03-31 |
4,754 |
$239,000 |
-2,095 |
|
Windsor Group LTD |
152 |
*New |
2023-09-30 |
4,243 |
$212,000 |
4,243 |
|
Wagner Wealth Management LLC |
124 |
- |
2024-03-31 |
4,015 |
$202,000 |
-183,804 |
|
Wiser Wealth Management Inc |
31 |
- |
2024-03-31 |
4,018 |
$202,000 |
-14,068 |
|
Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
3,380 |
$169,000 |
-11,856 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
255 |
- |
2023-12-31 |
2,990 |
$150,000 |
-4,112 |
|
Coastal Investment Advisors Inc. |
467 |
- |
2024-03-31 |
2,200 |
$111,000 |
2,200 |
|
Community Bank N.A. |
236 |
- |
2023-12-31 |
2,000 |
$100,000 |
0 |
|
COMERICA BANK |
2542 |
- |
2023-12-31 |
1,713 |
$86,000 |
-2,000 |
|
Spire Wealth Management |
1162 |
- |
2024-03-31 |
1,180 |
$59,000 |
0 |
|
UBS Group AG |
5235 |
- |
2023-12-31 |
1,032 |
$52,000 |
-373 |
|
Newbridge Financial Services Group Inc. |
396 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
275 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1630 |
- |
2023-12-31 |
533 |
$27,000 |
-2,267 |
|
Steward Partners Investment Advisory LLC |
2283 |
- |
2023-12-31 |
502 |
$25,000 |
502 |
|
Fortitude Family Office LLC |
240 |
- |
2024-03-31 |
500 |
$25,000 |
0 |
|
ANCORA ADVISORS, LLC |
1103 |
*New |
2023-12-31 |
400 |
$20,000 |
400 |
|
Goss Wealth Management LLC |
2569 |
- |
2023-12-31 |
370 |
$19,000 |
0 |
|
Penserra Capital Management LLC |
1112 |
- |
2023-12-31 |
148 |
$7,000 |
1 |
|
Parallel Advisors LLC |
2511 |
- |
2023-12-31 |
109 |
$5,000 |
0 |
|
J P MORGAN CHASE & CO |
5334 |
- |
2023-12-31 |
46 |
$2,000 |
46 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1958 |
*New |
2023-12-31 |
47 |
$2,000 |
47 |
|
Northwest Capital Management Inc |
524 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2173 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Tranquility Partners LLC |
203 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,990 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
854 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,000 |
|
Highland Financial Advisors LLC |
50 |
*Closed |
2023-12-31 |
0 |
$0 |
-112,181 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
268 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,022 |
|
NOTTINGHAM ADVISORS INC |
133 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,445 |
|
TWO SIGMA SECURITIES LLC |
1841 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,262 |
|
AYRSHIRE ASSOCIATES INC |
656 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,000 |
|
Perigon Wealth Management LLC |
862 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,781 |
|
GRADIENT INVESTMENTS LLC |
1669 |
*Closed |
2024-03-31 |
0 |
$0 |
-119 |
|
Buck Wealth Strategies LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-70 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1638 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
|
99 Records found
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1
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