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Get Institutions for : 
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$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 222    6
Total shares held : 
 12,225,521  
% of shares held : 
 10.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 961,913  
% of shares held change : 
   0.81%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 809,864
 6.62%
 
Increased Positions :
80
 2,918,610
 23.87%
 
Unchanged Positions :
34
 1,094,960
 8.96%
 
Decreased Positions :
79
-1,650,916
-13.5%
 
Closed Positions :
23
-1,115,645
-9.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 717 - 2023-12-31 1,682,597 $132,235,000 655,231
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 48 - 2023-12-31 1,562,320 $122,783,000 1,165,563
   Financial Gravity Wealth Inc. 43 - 2023-12-31 922,016 $85,026,000 0
   AMG NATIONAL TRUST BANK 22 - 2023-12-31 416,174 $32,707,000 -49,055
   Advisory Alpha LLC - 2023-12-31 403,028 $31,680,000 7,712
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 63 - 2023-12-31 348,445 $27,384,000 35,665
   Prestige Wealth Management Group LLC 2 - 2024-03-31 334,501 $26,703,000 42,996
   GREENLEAF TRUST 30 *New 2023-12-31 295,183 $23,198,000 295,183
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 244 - 2023-12-31 284,440 $22,354,000 284,440
   BAKER AVENUE ASSET MANAGEMENT, LP 27 - 2023-12-31 282,110 $22,171,000 19,485
   NOMURA ASSET MANAGEMENT CO LTD 249 - 2023-12-31 244,696 $19,231,000 -58,600
   GRADIENT INVESTMENTS LLC 63 - 2024-03-31 238,429 $19,034,000 -9,042
   Advisor Group Holdings Inc. 502 - 2023-12-31 240,491 $18,902,000 143,450
   Tradewinds Capital Management LLC 7 - 2024-03-31 231,848 $18,508,000 227,656
   LPL FINANCIAL CORP 919 - 2023-12-31 233,255 $18,331,000 9,562
   ENVESTNET ASSET MANAGEMENT INC 1102 - 2023-12-31 224,964 $17,680,000 18,552
   CWM LLC 215 - 2024-03-31 214,159 $17,096,000 152,049
   AMERIPRISE FINANCIAL INC 1408 - 2023-12-31 198,532 $15,608,000 -206,537
   ALLIANCEBERNSTEIN L.P. 973 - 2023-12-31 186,381 $14,648,000 12,106
   GeoWealth Management LLC 15 - 2023-12-31 179,293 $14,091,000 84,647
   Certified Advisory Corp 9 *New 2023-12-31 152,784 $12,007,000 152,784
   OSBORNE PARTNERS CAPITAL MANAGEMENT 53 - 2024-03-31 141,883 $11,327,000 4,722
   Cornerstone Planning Group LLC 8 - 2023-12-31 141,795 $11,144,000 14,603
   RENAISSANCE TECHNOLOGIES LLC 910 - 2023-12-31 137,100 $10,775,000 137,100
   AIRE ADVISORS LLC 14 - 2023-12-31 123,974 $9,755,000 1,017
   Adams Wealth Management 8 - 2023-12-31 124,072 $9,751,000 5,338
   MORGAN STANLEY 3357 - 2023-12-31 120,141 $9,442,000 9,181
   THRIVENT FINANCIAL FOR LUTHERANS 658 - 2023-12-31 103,425 $8,128,000 -54,295
   360 Financial Inc. 10 - 2023-12-31 95,330 $7,492,000 30,885
   GUGGENHEIM CAPITAL LLC 417 - 2023-12-31 88,167 $6,929,000 12,932
   RAYMOND JAMES & ASSOCIATES 1368 - 2024-03-31 85,459 $6,822,000 1,837
   STIFEL FINANCIAL CORP 996 - 2023-12-31 77,839 $6,117,000 200
   UBS Group AG 1856 - 2023-12-31 75,101 $5,902,000 -25,718
   ROYAL BANK OF CANADA 1813 - 2023-12-31 70,726 $5,559,000 46,911
   OPPENHEIMER ASSET MANAGEMENT INC 288 - 2023-12-31 68,027 $5,346,000 -1,368
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1115 - 2024-03-31 64,798 $5,173,000 -37,592
   Kades & Cheifetz LLC 9 - 2023-12-31 60,339 $4,742,000 -6,547
   MML INVESTORS SERVICES LLC 625 - 2023-12-31 59,596 $4,684,000 -4,088
   BLACKROCK INC. 3534 - 2023-12-31 57,811 $4,543,000 430
   HIGHTOWER ADVISORS, LLC 1040 - 2023-12-31 53,900 $4,225,000 230
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 42 *New 2023-12-31 53,194 $4,181,000 53,194
   MERCER GLOBAL ADVISORS INC /ADV 523 - 2023-12-31 52,431 $4,121,000 -4,633
   NATIONAL ASSET MANAGEMENT, INC. 202 - 2023-12-31 51,476 $4,045,000 9,013
   Aveo Capital Partners LLC 61 *New 2023-12-31 50,826 $3,994,000 50,826
   Baron Financial Group LLC - 2023-12-31 49,540 $3,893,000 240
   Private Advisor Group LLC 527 - 2023-12-31 49,465 $3,887,000 7,679
   Equitable Holdings Inc. 264 - 2023-12-31 49,189 $3,866,000 -871
   PARK AVENUE SECURITIES LLC 242 - 2024-03-31 48,318 $3,857,000 43,764
   WETZEL INVESTMENT ADVISORS INC. 9 - 2024-03-31 47,277 $3,617,000 1,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 935 - 2024-03-31 44,613 $3,561,000 12,900
   Beaumont Capital Management LLC 18 - 2023-12-31 44,818 $3,522,000 27,684
   OVERBROOK MANAGEMENT CORP 25 - 2024-03-31 41,168 $3,286,000 -8,112
   CAPITAL WEALTH MANAGEMENT LLC 18 - 2024-03-31 40,628 $3,243,000 4,504
   FINANCIAL NETWORK 766 - 2023-12-31 41,034 $3,225,000 7,058
   DARK FOREST CAPITAL MANAGEMENT LP 32 - 2023-12-31 41,009 $3,223,000 -10,222
   HORIZON FINANCIAL SERVICES LLC 15 - 2024-03-31 40,051 $3,197,000 906
   Retireful LLC 21 - 2024-03-31 38,878 $3,104,000 34,419
   Florin Court Capital LLP 10 - 2023-12-31 38,600 $3,034,000 14,222
   COMMONWEALTH EQUITY SERVICES LLC. 1405 - 2023-12-31 38,125 $2,996,000 -1,759
   Aspire Wealth Management Corp - 2023-12-31 37,178 $2,922,000 157
   LPWM LLC 21 - 2024-03-31 35,575 $2,793,000 82
   Dynamic Advisors Solutions LLC 266 - 2024-03-31 31,685 $2,529,000 2,178
   BANK OF NEW YORK MELLON CORP 2645 *New 2024-03-31 31,672 $2,528,000 31,672
   WINDHAM CAPITAL MANAGEMENT, LLC 31 - 2023-12-31 31,799 $2,499,000 0
   FINANCIAL ARCHITECTS INC 53 - 2023-06-30 32,329 $2,469,000 0
   Cetera Investment Advisers 715 - 2023-12-31 30,616 $2,406,000 -2,516
   CALAMOS WEALTH MANAGEMENT LLC 89 *New 2023-12-31 30,550 $2,401,000 30,550
   Provident Wealth Management LLC 24 - 2024-03-31 28,589 $2,282,000 -932
   Mutual Advisors LLC 268 - 2023-12-31 25,650 $2,016,000 -694
   AXXCESS WEALTH MANAGEMENT LLC 250 - 2023-12-31 24,842 $1,952,000 -4,374
   OPPENHEIMER & CO INC 500 - 2023-12-31 24,724 $1,943,000 234
   Econ Financial Services Corp 27 - 2023-12-31 24,685 $1,940,000 710
   Csenge Advisory Group 150 *New 2023-12-31 24,276 $1,908,000 24,276
   Sanford Advisory Services LLC 39 - 2022-12-31 27,277 $1,895,000 -16,607
   BB&T CORP 1270 - 2023-12-31 23,616 $1,856,000 -3,321
   Key Financial Inc 46 - 2023-12-31 22,450 $1,764,000 -353
   Schonfeld Strategic Advisors LLC 788 *New 2023-12-31 21,758 $1,710,000 21,758
   J P MORGAN CHASE & CO 3064 - 2023-12-31 21,061 $1,655,000 -4,277
   Atria Wealth Solutions Inc. 673 - 2023-12-31 20,167 $1,585,000 15,449
   Ascent Group LLC 196 - 2023-12-31 19,714 $1,552,000 -469
   Toroso Investments LLC 462 - 2023-12-31 18,966 $1,491,000 -4,334
   Baldrige Asset Management LLC 39 - 2023-03-31 20,489 $1,488,000 267
   H D Vest Advisory Services 603 - 2023-12-31 18,181 $1,429,000 5,100
   MODERA WEALTH MANAGEMENT, LLC 253 - 2023-12-31 17,947 $1,410,000 17,947
   ICAPITAL WEALTH LLC 28 - 2023-12-31 17,650 $1,387,000 0
   MARINER WEALTH ADVISORS, LLC 1240 - 2023-12-31 17,395 $1,367,000 -3,214
   Goss Wealth Management LLC 805 - 2023-12-31 17,054 $1,340,000 -28,923
   Capital Asset Advisory Services LLC 120 - 2024-03-31 16,987 $1,337,000 -317
   ATRIA INVESTMENTS LLC 774 - 2023-12-31 16,820 $1,322,000 -52,038
   Envestnet Portfolio Solutions Inc. 709 - 2023-12-31 16,815 $1,321,000 6,760
   Steel Peak Wealth Management LLC 194 *New 2024-03-31 15,358 $1,226,000 15,358
   HANSON MCCLAIN, INC. 381 - 2024-03-31 15,111 $1,206,000 -136
   HOHIMER WEALTH MANAGEMENT LLC 95 - 2023-12-31 15,046 $1,182,000 0
   AE Wealth Management LLC 1087 - 2023-12-31 15,073 $1,171,000 -13,306
   Palogic Value Management L.P. 68 - 2023-12-31 14,268 $1,121,000 1,455
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 930 - 2023-12-31 14,191 $1,115,000 1,472
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 13,374 $1,051,000 0
   Hall Private Wealth Advisors 23 - 2023-09-30 14,033 $1,041,000 0
   Outlook Wealth Advisors LLC 67 - 2024-03-31 12,408 $991,000 621
   Herold Advisors Inc. 108 - 2023-12-31 12,560 $987,000 0
  100 Records found
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