| |
Institutional
Holders
Total
Institutions:
 |
106  6 |
|
|
Total
shares held :
|
22,524,539 |
|
|
% of shares
held :
|
32.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
|
Amount
of shares held :
|
-54,011 |
|
|
% of shares
held change :
|
 -0.08% |
|
| 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 |
  MORGAN STANLEY |
953 |
- |
2023-12-31 |
3,874,087 |
$140,513,000 |
-725,056 |
|
| BANK OF AMERICA CORP /DE/ |
921 |
- |
2023-12-31 |
2,285,219 |
$82,885,000 |
-76,387 |
|
| Trilogy Capital Inc. |
12 |
- |
2024-03-31 |
1,067,762 |
$40,639,000 |
-1,146,609 |
|
| LPL FINANCIAL CORP |
716 |
- |
2024-03-31 |
854,316 |
$32,515,000 |
-125,003 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1392 |
- |
2023-12-31 |
297,007 |
$10,772,000 |
-6,964 |
|
| JANE STREET GROUP LLC |
1144 |
- |
2023-12-31 |
205,986 |
$7,471,000 |
-60,015 |
|
| ROYAL BANK OF CANADA |
1653 |
- |
2023-12-31 |
201,447 |
$7,306,000 |
-10,058 |
|
| J P MORGAN CHASE & CO |
2290 |
- |
2024-03-31 |
173,766 |
$6,614,000 |
-20,341 |
|
| RAYMOND JAMES & ASSOCIATES |
1435 |
- |
2024-03-31 |
162,230 |
$6,174,000 |
-17,909 |
|
| Kathmere Capital Management LLC |
42 |
- |
2024-03-31 |
119,225 |
$4,538,000 |
-603 |
|
| Security Financial Services INC. |
24 |
- |
2024-03-31 |
115,908 |
$4,411,000 |
-20,442 |
|
| Advisor Group Holdings Inc. |
1333 |
- |
2024-03-31 |
86,490 |
$3,293,000 |
-19,020 |
|
| Krasney Financial LLC |
90 |
- |
2024-03-31 |
68,740 |
$2,616,000 |
-157 |
|
| CI Private Wealth LLC |
936 |
- |
2024-03-31 |
63,913 |
$2,433,000 |
-558 |
|
| Capital Analysts Inc. |
172 |
- |
2023-12-31 |
49,935 |
$1,811,000 |
-1,170 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
198 |
- |
2024-03-31 |
38,983 |
$1,484,000 |
-13,496 |
|
| My Legacy Advisors LLC |
52 |
- |
2023-12-31 |
37,758 |
$1,352,000 |
-11,943 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1914 |
- |
2024-03-31 |
32,853 |
$1,250,000 |
-21,185 |
|
| KLR INVESTMENT ADVISORS LLC |
24 |
- |
2024-03-31 |
31,134 |
$1,126,000 |
-10,660 |
|
| HIGHTOWER ADVISORS, LLC |
1732 |
- |
2024-03-31 |
28,380 |
$1,082,000 |
-12,294 |
|
| V Wealth ManagementLLC |
41 |
- |
2023-09-30 |
19,200 |
$615,000 |
-5,743 |
|
| Global Retirement Partners LLC |
477 |
- |
2024-03-31 |
16,147 |
$615,000 |
-72 |
|
| CIBC WORLD MARKETS INC. |
820 |
- |
2023-12-31 |
16,062 |
$583,000 |
-1,373 |
|
| PARK AVENUE SECURITIES LLC |
918 |
- |
2024-03-31 |
14,061 |
$535,000 |
-1,104 |
|
| Sowell Financial Services LLC |
454 |
- |
2024-03-31 |
12,120 |
$461,000 |
-1,341 |
|
| Western Wealth Management LLC |
423 |
- |
2024-03-31 |
10,368 |
$395,000 |
-443 |
|
| RAYMOND JAMES TRUST CO |
950 |
- |
2024-03-31 |
8,197 |
$312,000 |
-80 |
|
| HUNTER ASSOCIATES INC. |
215 |
- |
2024-03-31 |
7,900 |
$300,000 |
-5,750 |
|
| CITADEL ADVISORS LLC |
4082 |
- |
2023-12-31 |
8,239 |
$299,000 |
-32,754 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
346 |
- |
2024-03-31 |
7,288 |
$277,000 |
-192 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1547 |
- |
2023-09-30 |
7,922 |
$254,000 |
-100 |
|
| Atria Wealth Solutions Inc. |
1749 |
- |
2023-12-31 |
5,601 |
$203,000 |
-1,855 |
|
| Team Financial Group LLC |
48 |
- |
2023-12-31 |
2,137 |
$78,000 |
-171 |
|
|
33 Records found
|
1
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