| |
Institutional
Holders
Total
Institutions:
 |
47  1 |
|
|
Total
shares held :
|
2,420,143 |
|
|
% of shares
held :
|
2.69% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
|
Amount
of shares held :
|
-987,047 |
|
|
% of shares
held change :
|
 -1.1% |
|
| 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 |
  MARINER WEALTH ADVISORS, LLC |
215 |
- |
2023-12-31 |
809,450 |
$35,207,000 |
-201,834 |
|
| FinTrust Capital Advisors LLC |
2 |
- |
2024-03-31 |
518,712 |
$22,250,000 |
-21,660 |
|
| YCMNET ADVISORS INC |
61 |
- |
2023-12-31 |
352,151 |
$15,317,000 |
-44,598 |
|
| PFG Advisors |
44 |
- |
2023-12-31 |
148,211 |
$6,446,000 |
2,722 |
|
| TAP Consulting LLC |
28 |
*New |
2024-03-31 |
101,752 |
$4,365,000 |
101,752 |
|
| MORGAN STANLEY |
4051 |
- |
2023-12-31 |
82,191 |
$3,575,000 |
67,295 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
80 |
- |
2024-03-31 |
53,352 |
$2,289,000 |
2,136 |
|
| CITADEL ADVISORS LLC |
2204 |
*New |
2023-12-31 |
52,295 |
$2,275,000 |
52,295 |
|
| Baird Financial Group Inc. |
915 |
- |
2023-12-31 |
49,139 |
$2,137,000 |
6,080 |
|
| BANK OF AMERICA CORP /DE/ |
3552 |
- |
2023-12-31 |
44,565 |
$1,938,000 |
-4,924 |
|
| LPL FINANCIAL CORP |
2522 |
- |
2023-12-31 |
39,424 |
$1,715,000 |
-3,002 |
|
| JANE STREET GROUP LLC |
2625 |
- |
2023-12-31 |
38,724 |
$1,684,000 |
-200,343 |
|
| OLD MISSION CAPITAL LLC |
315 |
- |
2023-12-31 |
36,855 |
$1,603,000 |
22,700 |
|
| UBS Group AG |
3067 |
- |
2023-12-31 |
34,977 |
$1,521,000 |
22,254 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2699 |
- |
2024-03-31 |
13,191 |
$566,000 |
4,254 |
|
| ROYAL BANK OF CANADA |
3605 |
- |
2023-12-31 |
12,149 |
$529,000 |
-2,692 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1556 |
- |
2024-03-31 |
11,964 |
$513,000 |
-388 |
|
| Advisor Group Holdings Inc. |
3233 |
- |
2023-12-31 |
10,375 |
$452,000 |
-9,299 |
|
| Spectrum Wealth Counsel LLC |
97 |
- |
2023-12-31 |
10,145 |
$441,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3473 |
- |
2023-12-31 |
8,412 |
$366,000 |
1,927 |
|
| Robertson Stephens Wealth Management LLC |
344 |
*New |
2023-12-31 |
8,378 |
$364,000 |
8,378 |
|
| Rice Partnership LLC |
75 |
- |
2023-12-31 |
7,656 |
$333,000 |
794 |
|
| J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
6,562 |
$281,000 |
13 |
|
| MML INVESTORS SERVICES LLC |
2159 |
- |
2023-12-31 |
5,730 |
$249,000 |
813 |
|
| JGP Wealth Management LLC |
157 |
- |
2024-03-31 |
5,756 |
$247,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2701 |
*New |
2023-12-31 |
3,602 |
$157,000 |
3,602 |
|
| BLAIR WILLIAM & CO/IL |
1506 |
- |
2023-12-31 |
2,136 |
$93,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,940 |
$83,000 |
0 |
|
| J P MORGAN CHASE & CO |
4752 |
- |
2023-12-31 |
1,022 |
$44,000 |
-1,173 |
|
| NBC SECURITIES INC. |
1208 |
- |
2024-03-31 |
900 |
$38,000 |
0 |
|
| Kopp Family Office LLC |
19 |
- |
2023-12-31 |
834 |
$36,000 |
0 |
|
| Tyler-Stone Wealth Management |
406 |
- |
2023-12-31 |
832 |
$36,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
503 |
- |
2024-03-31 |
744 |
$32,000 |
0 |
|
| Emerald Investment Partners LLC |
383 |
- |
2024-03-31 |
555 |
$24,000 |
0 |
|
| Archer Investment Corp |
498 |
- |
2023-12-31 |
515 |
$22,000 |
30 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
321 |
$14,000 |
2 |
|
| ADVISORY SERVICES NETWORK, LLC |
2728 |
*New |
2023-12-31 |
283 |
$12,000 |
283 |
|
| PRIVATE TRUST CO NA |
1706 |
- |
2024-03-31 |
205 |
$9,000 |
0 |
|
| CITIGROUP INC |
4253 |
- |
2023-12-31 |
179 |
$8,000 |
0 |
|
| CWM LLC |
3631 |
- |
2024-03-31 |
108 |
$5,000 |
-19 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3862 |
- |
2023-12-31 |
117 |
$5,000 |
0 |
|
| Mine & Arao Wealth Creation & Management LLC. |
272 |
- |
2023-12-31 |
61 |
$3,000 |
1 |
|
| HARBOUR INVESTMENTS INC. |
2711 |
- |
2023-12-31 |
45 |
$2,000 |
1 |
|
| Able Wealth Management LLC |
471 |
- |
2023-12-31 |
57 |
$2,000 |
0 |
|
| WELLS FARGO & CO/MN |
6118 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| FIFTH THIRD BANCORP |
2387 |
*Closed |
2024-03-31 |
0 |
$0 |
-241 |
|
| Cyndeo Wealth Partners LLC |
392 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,252 |
|
| Smartleaf Asset Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-2,490 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Garrett Investment Advisors LLC |
251 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,478 |
|
|
50 Records found
|
1
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