|
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 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
393 |
- |
2023-12-31 |
958,782 |
$24,669,000 |
-58,047 |
|
PERSONAL CFO SOLUTIONS LLC |
7 |
- |
2023-12-31 |
412,922 |
$10,624,000 |
-5,144 |
|
Strategic Blueprint LLC |
83 |
- |
2024-03-31 |
154,408 |
$4,194,000 |
3,915 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1297 |
- |
2023-12-31 |
153,057 |
$3,938,000 |
134,857 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
2 |
- |
2023-12-31 |
149,972 |
$3,859,000 |
-3,719 |
|
MULTIFINANCIAL SECURITIES CORP |
363 |
- |
2023-12-31 |
132,650 |
$3,413,000 |
-10,360 |
|
SageView Advisory Group LLC |
79 |
- |
2023-12-31 |
116,197 |
$2,994,000 |
15,684 |
|
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 |
|
JANNEY MONTGOMERY SCOTT LLC |
1016 |
- |
2023-12-31 |
93,442 |
$2,404,000 |
-3,486 |
|
Advisor Group Holdings Inc. |
1733 |
- |
2023-12-31 |
91,641 |
$2,358,000 |
-184,997 |
|
Global Strategic Investment Solutions LLC |
49 |
- |
2023-12-31 |
78,289 |
$2,014,000 |
-7,228 |
|
Brookstone Capital Management |
390 |
- |
2024-03-31 |
59,575 |
$1,618,000 |
9,193 |
|
LINCOLN NATIONAL CORP |
356 |
- |
2023-12-31 |
57,378 |
$1,476,000 |
-15,825 |
|
WPWealth LLP |
21 |
- |
2023-12-31 |
55,771 |
$1,435,000 |
-38,527 |
|
CWM LLC |
722 |
- |
2024-03-31 |
51,091 |
$1,388,000 |
2,064 |
|
ENVESTNET ASSET MANAGEMENT INC |
2755 |
- |
2023-12-31 |
48,627 |
$1,251,000 |
-42,620 |
|
MCCORMACK ADVISORS INTERNATIONAL |
387 |
- |
2023-12-31 |
46,475 |
$1,196,000 |
-602 |
|
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 |
|
HIGHTOWER ADVISORS, LLC |
1938 |
- |
2023-12-31 |
30,677 |
$789,000 |
-2,514 |
|
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 |
|
Fragasso Group Inc. |
141 |
- |
2024-03-31 |
24,658 |
$670,000 |
0 |
|
FINANCIAL NETWORK |
1655 |
- |
2023-12-31 |
25,774 |
$663,000 |
-9,122 |
|
LPL FINANCIAL CORP |
3374 |
- |
2023-12-31 |
25,669 |
$660,000 |
15,926 |
|
H D Vest Advisory Services |
875 |
- |
2023-12-31 |
25,055 |
$645,000 |
-37,875 |
|
Michael S. Ryan Inc. |
20 |
- |
2024-03-31 |
22,739 |
$618,000 |
-180 |
|
3EDGE Asset Management LP |
41 |
- |
2023-12-31 |
23,868 |
$614,000 |
-4,244 |
|
Alera Investment Advisors LLC |
|
- |
2023-12-31 |
23,207 |
$597,000 |
-109 |
|
PRINCIPAL SECURITIES INC. |
537 |
- |
2023-12-31 |
23,212 |
$597,000 |
0 |
|
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 |
334 |
- |
2023-12-31 |
20,803 |
$535,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
428 |
- |
2024-03-31 |
16,925 |
$460,000 |
0 |
|
Kingsview Wealth Management LLC |
655 |
- |
2023-12-31 |
17,669 |
$455,000 |
158 |
|
Wealth Alliance |
284 |
- |
2023-12-31 |
16,800 |
$432,000 |
0 |
|
AdvisorNet Financial Inc |
330 |
- |
2024-03-31 |
15,507 |
$421,000 |
360 |
|
Pillar Wealth Advisors LLC |
53 |
- |
2023-12-31 |
14,975 |
$385,000 |
0 |
|
McAdam LLC |
199 |
- |
2024-03-31 |
13,768 |
$374,000 |
0 |
|
Straight Path Wealth Management |
|
- |
2023-12-31 |
12,742 |
$328,000 |
800 |
|
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 |
|
Beacon Financial Advisory LLC |
|
*New |
2023-12-31 |
10,885 |
$280,000 |
10,885 |
|
Goss Wealth Management LLC |
1569 |
*New |
2023-12-31 |
10,748 |
$272,000 |
10,748 |
|
Worth Financial Advisory Group LLC |
104 |
- |
2023-12-31 |
10,500 |
$270,000 |
0 |
|
HANSON MCCLAIN, INC. |
696 |
- |
2024-03-31 |
9,775 |
$265,000 |
0 |
|
Compass Advisory Group LLC |
63 |
- |
2023-12-31 |
9,919 |
$255,000 |
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 |
|
Resources Investment Advisors Inc. |
966 |
- |
2023-12-31 |
9,800 |
$252,000 |
-813 |
|
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 |
|
PFG Advisors |
577 |
- |
2023-12-31 |
8,378 |
$216,000 |
-99 |
|
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 |
|
U.S. Capital Wealth Advisors LLC |
629 |
*New |
2023-12-31 |
7,818 |
$201,000 |
7,818 |
|
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 |
|
ADVISORY SERVICES NETWORK, LLC |
1813 |
- |
2023-12-31 |
2,734 |
$70,000 |
2,734 |
|
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 |
|
BANK OF MONTREAL /CAN/ |
3051 |
- |
2023-12-31 |
1,500 |
$39,000 |
0 |
|
WELLS FARGO & CO/MN |
5070 |
*New |
2023-12-31 |
515 |
$13,000 |
515 |
|
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. |
1846 |
- |
2023-12-31 |
188 |
$5,000 |
0 |
|
Sigma Planning Corp |
850 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,543 |
|
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 |
|
Arlington Capital Management Inc. |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,015 |
|
HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-12,064 |
|
Stratos Wealth Advisors LLC |
740 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,890 |
|
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 |
|
|
88 Records found
|
1
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