| |
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 |
  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 |
|
| WELLS FARGO & CO/MN |
1059 |
- |
2024-03-31 |
446,567 |
$22,487,000 |
17,857 |
|
| Amplius Wealth Advisors LLC |
15 |
- |
2024-03-31 |
367,391 |
$18,500,000 |
118,367 |
|
| MARINER WEALTH ADVISORS, LLC |
485 |
- |
2023-12-31 |
190,131 |
$9,508,000 |
85,002 |
|
| 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 |
|
| LPL FINANCIAL CORP |
1790 |
- |
2024-03-31 |
96,788 |
$4,874,000 |
6,397 |
|
| 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 |
50 |
- |
2024-03-31 |
70,355 |
$3,543,000 |
1,638 |
|
| Ignite Planners LLC |
33 |
- |
2024-03-31 |
50,172 |
$2,515,000 |
20,318 |
|
| AdvisorNet Financial Inc |
104 |
- |
2024-03-31 |
47,820 |
$2,408,000 |
21,301 |
|
| Beverly Hills Private Wealth LLC |
59 |
- |
2024-03-31 |
38,193 |
$1,923,000 |
8,713 |
|
| Resources Investment Advisors Inc. |
372 |
- |
2024-03-31 |
34,062 |
$1,715,000 |
347 |
|
| Envestnet Portfolio Solutions Inc. |
705 |
- |
2024-03-31 |
31,297 |
$1,576,000 |
1,031 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1971 |
- |
2024-03-31 |
22,389 |
$1,127,000 |
1,665 |
|
| Perigon Wealth Management LLC |
380 |
- |
2024-03-31 |
19,157 |
$965,000 |
19,157 |
|
| 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 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2350 |
- |
2024-03-31 |
16,650 |
$838,000 |
7,531 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3051 |
- |
2023-12-31 |
15,971 |
$799,000 |
1,034 |
|
| PRINCIPAL SECURITIES INC. |
539 |
- |
2024-03-31 |
14,060 |
$708,000 |
2,085 |
|
| SYNOVUS FINANCIAL CORP |
549 |
- |
2023-12-31 |
12,723 |
$636,000 |
101 |
|
| Synergy Financial Group LTD |
59 |
- |
2023-12-31 |
6,249 |
$313,000 |
685 |
|
| McGowan Group Asset Management Inc. |
97 |
- |
2023-12-31 |
5,010 |
$251,000 |
49 |
|
| Coastal Investment Advisors Inc. |
467 |
- |
2024-03-31 |
2,200 |
$111,000 |
2,200 |
|
| Steward Partners Investment Advisory LLC |
2283 |
- |
2023-12-31 |
502 |
$25,000 |
502 |
|
|
30 Records found
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1
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