|
Institutional
Holders
Total
Institutions:
|
82 6 |
|
Total
shares held :
|
7,763,387 |
|
% of shares
held :
|
86.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
1,401,266 |
|
% of shares
held change :
|
15.57% |
|
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 |
Miracle Mile Advisors LLC |
26 |
- |
2024-03-31 |
1,494,559 |
$40,592,000 |
-218,541 |
|
PERSONAL CFO SOLUTIONS LLC |
7 |
- |
2023-12-31 |
412,922 |
$10,624,000 |
-5,144 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
883 |
- |
2024-03-31 |
301,436 |
$8,187,000 |
-657,346 |
|
Strategic Blueprint LLC |
83 |
- |
2024-03-31 |
154,408 |
$4,194,000 |
3,915 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
3 |
- |
2024-03-31 |
145,097 |
$3,941,000 |
-4,875 |
|
MULTIFINANCIAL SECURITIES CORP |
363 |
- |
2023-12-31 |
132,650 |
$3,413,000 |
-10,360 |
|
BKD WEALTH ADVISORS LLC |
129 |
- |
2024-03-31 |
105,670 |
$2,870,000 |
-3,183 |
|
ODonnell Financial Services LLC |
15 |
- |
2024-03-31 |
103,618 |
$2,814,000 |
-166 |
|
Tradition Wealth Management LLC |
64 |
- |
2023-12-31 |
106,074 |
$2,729,000 |
-3,640 |
|
Advisor Group Holdings Inc. |
1544 |
- |
2024-03-31 |
90,070 |
$2,446,000 |
-1,571 |
|
Brookstone Capital Management |
390 |
- |
2024-03-31 |
59,575 |
$1,618,000 |
9,193 |
|
Global Strategic Investment Solutions LLC |
58 |
- |
2024-03-31 |
53,471 |
$1,452,000 |
-24,818 |
|
WPWealth LLP |
21 |
- |
2023-12-31 |
55,771 |
$1,435,000 |
-38,527 |
|
LINCOLN NATIONAL CORP |
412 |
- |
2024-03-31 |
51,992 |
$1,412,000 |
-5,386 |
|
CWM LLC |
722 |
- |
2024-03-31 |
51,091 |
$1,388,000 |
2,064 |
|
SageView Advisory Group LLC |
163 |
- |
2024-03-31 |
46,354 |
$1,312,000 |
-69,843 |
|
ENVESTNET ASSET MANAGEMENT INC |
2755 |
- |
2023-12-31 |
48,627 |
$1,251,000 |
-42,620 |
|
MCCORMACK ADVISORS INTERNATIONAL |
465 |
- |
2024-03-31 |
44,160 |
$1,199,000 |
-2,315 |
|
OLD MISSION CAPITAL LLC |
402 |
*New |
2023-12-31 |
43,725 |
$1,125,000 |
43,725 |
|
IFP Advisors Inc |
367 |
- |
2023-12-31 |
41,787 |
$1,075,000 |
10,817 |
|
Berger Financial Group Inc |
156 |
- |
2024-03-31 |
34,728 |
$943,000 |
0 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
219 |
*New |
2024-03-31 |
29,569 |
$803,000 |
29,569 |
|
HIGHTOWER ADVISORS, LLC |
1922 |
- |
2024-03-31 |
28,959 |
$788,000 |
-1,718 |
|
Cardinal Point Capital Management ULC |
31 |
- |
2024-03-31 |
28,750 |
$781,000 |
-14,540 |
|
Bullseye Investment Management LLC |
29 |
- |
2023-12-31 |
27,518 |
$708,000 |
14,642 |
|
Strategic Wealth Partners Group LLC |
52 |
*New |
2024-03-31 |
24,839 |
$675,000 |
24,839 |
|
Fragasso Group Inc. |
141 |
- |
2024-03-31 |
24,658 |
$670,000 |
0 |
|
H D Vest Advisory Services |
911 |
- |
2024-03-31 |
24,470 |
$665,000 |
-585 |
|
FINANCIAL NETWORK |
1655 |
- |
2023-12-31 |
25,774 |
$663,000 |
-9,122 |
|
Alera Investment Advisors LLC |
101 |
- |
2024-03-31 |
23,350 |
$634,000 |
143 |
|
PRINCIPAL SECURITIES INC. |
575 |
- |
2024-03-31 |
23,212 |
$630,000 |
0 |
|
LPL FINANCIAL CORP |
3525 |
- |
2024-03-31 |
23,029 |
$625,000 |
-2,640 |
|
Michael S. Ryan Inc. |
20 |
- |
2024-03-31 |
22,739 |
$618,000 |
-180 |
|
BCS Wealth Management |
115 |
- |
2024-03-31 |
21,819 |
$593,000 |
394 |
|
BB&T CORP |
1846 |
- |
2023-12-31 |
22,925 |
$590,000 |
-2,127 |
|
Kestra Advisory Services LLC |
1478 |
- |
2023-12-31 |
20,788 |
$535,000 |
0 |
|
VALMARK ADVISERS INC |
381 |
- |
2024-03-31 |
17,461 |
$474,000 |
-3,342 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
428 |
- |
2024-03-31 |
16,925 |
$460,000 |
0 |
|
Wealth Alliance |
289 |
- |
2024-03-31 |
16,800 |
$456,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2081 |
- |
2024-03-31 |
16,207 |
$440,000 |
-77,235 |
|
AdvisorNet Financial Inc |
330 |
- |
2024-03-31 |
15,507 |
$421,000 |
360 |
|
McAdam LLC |
199 |
- |
2024-03-31 |
13,768 |
$374,000 |
0 |
|
Kingsview Wealth Management LLC |
752 |
- |
2024-03-31 |
13,255 |
$360,000 |
-4,414 |
|
Straight Path Wealth Management |
53 |
- |
2024-03-31 |
12,742 |
$346,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
910 |
- |
2023-12-31 |
11,891 |
$306,000 |
0 |
|
Financial Network Wealth Advisors LLC |
78 |
- |
2023-12-31 |
11,891 |
$306,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2818 |
- |
2024-03-31 |
11,225 |
$305,000 |
1,075 |
|
Beacon Pointe Advisors LLC |
1053 |
- |
2023-12-31 |
11,833 |
$304,000 |
0 |
|
Pillar Wealth Advisors LLC |
61 |
- |
2024-03-31 |
10,935 |
$297,000 |
-4,040 |
|
Worth Financial Advisory Group LLC |
112 |
- |
2024-03-31 |
10,500 |
$286,000 |
0 |
|
Sigma Planning Corp |
982 |
- |
2024-03-31 |
10,285 |
$279,000 |
10,285 |
|
Goss Wealth Management LLC |
1569 |
*New |
2023-12-31 |
10,748 |
$272,000 |
10,748 |
|
Compass Advisory Group LLC |
68 |
- |
2024-03-31 |
9,919 |
$269,000 |
0 |
|
Resources Investment Advisors Inc. |
956 |
- |
2024-03-31 |
9,800 |
$266,000 |
0 |
|
HANSON MCCLAIN, INC. |
696 |
- |
2024-03-31 |
9,775 |
$265,000 |
0 |
|
Snowden Capital Advisors LLC |
967 |
- |
2023-12-31 |
9,865 |
$254,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
773 |
- |
2023-12-31 |
9,819 |
$253,000 |
0 |
|
SECURED RETIREMENT ADVISORS LLC |
94 |
- |
2023-12-31 |
9,753 |
$251,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
728 |
*New |
2023-12-31 |
9,692 |
$249,000 |
9,692 |
|
Cardinal Point Wealth Management Partners LLC |
69 |
*New |
2023-03-31 |
10,120 |
$248,000 |
10,120 |
|
Lantz Financial LLC |
187 |
- |
2024-03-31 |
8,635 |
$235,000 |
248 |
|
CAPTRUST FINANCIAL ADVISORS |
2282 |
- |
2023-12-31 |
8,975 |
$231,000 |
0 |
|
3EDGE Asset Management LP |
61 |
- |
2024-03-31 |
8,475 |
$230,000 |
-15,393 |
|
Benchmark Investment Advisors LLC |
297 |
*New |
2023-12-31 |
7,939 |
$204,000 |
7,939 |
|
BCJ Capital Management LLC |
287 |
*New |
2023-12-31 |
7,939 |
$204,000 |
7,939 |
|
DHJJ Financial Advisors Ltd. |
154 |
- |
2024-03-31 |
6,299 |
$171,000 |
0 |
|
Long Island Wealth Management Inc. |
82 |
- |
2023-12-31 |
5,777 |
$149,000 |
0 |
|
UBS Group AG |
5027 |
*New |
2023-12-31 |
3,258 |
$84,000 |
3,258 |
|
Steward Partners Investment Advisory LLC |
1860 |
- |
2023-12-31 |
2,500 |
$64,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1393 |
- |
2023-12-31 |
2,250 |
$58,000 |
0 |
|
Sunbelt Securities Inc. |
888 |
- |
2024-03-31 |
1,610 |
$44,000 |
0 |
|
Ronald Blue Trust Inc. |
959 |
*New |
2024-03-31 |
1,615 |
$44,000 |
1,615 |
|
BANK OF MONTREAL /CAN/ |
3051 |
- |
2023-12-31 |
1,500 |
$39,000 |
0 |
|
Capital Investment Advisory Services LLC |
805 |
- |
2024-03-31 |
409 |
$11,000 |
0 |
|
MORGAN STANLEY |
6590 |
- |
2023-12-31 |
200 |
$5,000 |
-39 |
|
PROEQUITIES INC. |
1890 |
- |
2024-03-31 |
188 |
$5,000 |
0 |
|
J P MORGAN CHASE & CO |
5384 |
*New |
2024-03-31 |
2,162 |
$0 |
2,162 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5491 |
*Closed |
2024-03-31 |
0 |
$0 |
-153,057 |
|
BANK OF AMERICA CORP /DE/ |
6316 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,161 |
|
SMI Advisory Services LLC |
63 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,200,083 |
|
AE Wealth Management LLC |
2142 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,309 |
|
ACCUVEST GLOBAL ADVISORS |
104 |
*Closed |
2023-12-31 |
0 |
$0 |
-568,732 |
|
WELLS FARGO & CO/MN |
6378 |
*Closed |
2024-03-31 |
0 |
$0 |
-515 |
|
Arlington Capital Management Inc. |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,015 |
|
HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-12,064 |
|
Beacon Financial Advisory LLC |
261 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,885 |
|
PFG Advisors |
661 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,378 |
|
ADVISORY SERVICES NETWORK, LLC |
3812 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,734 |
|
Stratos Wealth Advisors LLC |
740 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,890 |
|
U.S. Capital Wealth Advisors LLC |
697 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,818 |
|
Global Trust Asset Management LLC |
471 |
- |
2024-03-31 |
0 |
$0 |
-600 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3349 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,632 |
|
|
92 Records found
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1
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