|
Institutional
Holders
Total
Institutions:
|
104 21 |
|
Total
shares held :
|
10,886,243 |
|
% of shares
held :
|
12.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
Amount
of shares held :
|
3,784,754 |
|
% of shares
held change :
|
4.21% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
351 |
- |
2024-03-31 |
1,286,382 |
$90,317,000 |
346,056 |
|
CAPTRUST FINANCIAL ADVISORS |
76 |
- |
2023-12-31 |
1,396,891 |
$85,336,000 |
1,383,713 |
|
J P MORGAN CHASE & CO |
1021 |
- |
2024-03-31 |
1,019,155 |
$71,555,000 |
128,640 |
|
CWM LLC |
69 |
- |
2024-03-31 |
785,549 |
$55,153,000 |
71,391 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
226 |
- |
2024-03-31 |
721,731 |
$50,673,000 |
24,441 |
|
JANNEY MONTGOMERY SCOTT LLC |
168 |
- |
2024-03-31 |
589,836 |
$41,412,000 |
86,913 |
|
Beaumont Financial Advisors LLC |
4 |
- |
2024-03-31 |
585,528 |
$41,110,000 |
85,212 |
|
STEPHENSON NATIONAL BANK & TRUST |
3 |
*New |
2024-03-31 |
491,699 |
$34,522,000 |
491,699 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
11 |
- |
2024-03-31 |
424,129 |
$29,778,000 |
205,607 |
|
ENVESTNET ASSET MANAGEMENT INC |
900 |
- |
2023-12-31 |
422,042 |
$25,783,000 |
-1,151 |
|
Sterling Financial Group Inc. |
1 |
- |
2024-03-31 |
350,599 |
$24,616,000 |
-5,446 |
|
DAYMARK WEALTH PARTNERS LLC |
16 |
- |
2024-03-31 |
296,179 |
$20,795,000 |
-15,556 |
|
Advantage Trust Co |
1 |
- |
2024-03-31 |
263,359 |
$18,490,000 |
298 |
|
Goldstein Advisors LLC |
11 |
- |
2023-12-31 |
270,036 |
$16,496,000 |
9,433 |
|
HIGHTOWER ADVISORS, LLC |
538 |
- |
2024-03-31 |
226,645 |
$15,908,000 |
-3,651 |
|
ORRSTOWN FINANCIAL SERVICES INC |
3 |
- |
2024-03-31 |
218,069 |
$15,311,000 |
197,779 |
|
BB&T CORP |
482 |
- |
2023-12-31 |
247,474 |
$15,118,000 |
-7,159 |
|
Vestmark Advisory Solutions Inc. |
27 |
- |
2023-12-31 |
246,235 |
$15,042,000 |
18,148 |
|
Advisor Group Holdings Inc. |
514 |
- |
2024-03-31 |
212,636 |
$14,929,000 |
-8,289 |
|
WADE G W & INC |
60 |
- |
2023-12-31 |
228,482 |
$13,958,000 |
142,904 |
|
Stratos Wealth Partners LTD. |
93 |
*New |
2024-03-31 |
194,220 |
$13,636,000 |
194,220 |
|
STRATEGIC PLANNING GROUP LLC |
6 |
- |
2024-03-31 |
177,462 |
$12,460,000 |
18,574 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
731 |
- |
2024-03-31 |
164,169 |
$11,526,000 |
13,846 |
|
Arlington Financial Advisors LLC |
13 |
*New |
2024-03-31 |
163,906 |
$11,508,000 |
163,906 |
|
MARINER WEALTH ADVISORS, LLC |
436 |
- |
2023-12-31 |
184,808 |
$11,290,000 |
28,261 |
|
Frontier Asset Management LLC |
8 |
- |
2023-12-31 |
180,712 |
$11,040,000 |
-987 |
|
Wagner Wealth Management LLC |
10 |
- |
2024-03-31 |
146,140 |
$10,261,000 |
10,786 |
|
Financial Advocates Investment Management |
31 |
- |
2024-03-31 |
144,949 |
$10,171,000 |
123,673 |
|
STIFEL FINANCIAL CORP |
798 |
- |
2023-12-31 |
152,340 |
$9,306,000 |
41,102 |
|
RAYMOND JAMES & ASSOCIATES |
1215 |
- |
2024-03-31 |
129,736 |
$9,109,000 |
93,144 |
|
Royal Harbor Partners LLC |
10 |
- |
2024-03-31 |
105,111 |
$7,380,000 |
83,762 |
|
Kestra Advisory Services LLC |
372 |
- |
2023-12-31 |
106,199 |
$6,488,000 |
26,569 |
|
Integrity Advisory LLC |
5 |
*New |
2022-12-31 |
132,731 |
$5,897,000 |
132,731 |
|
MN Wealth Advisors LLC |
7 |
- |
2024-03-31 |
83,920 |
$5,892,000 |
-12,538 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
896 |
*New |
2024-03-31 |
83,455 |
$5,859,000 |
83,455 |
|
ROYAL BANK OF CANADA |
1799 |
- |
2023-12-31 |
93,008 |
$5,682,000 |
43,618 |
|
UBS Group AG |
1955 |
- |
2023-12-31 |
86,711 |
$5,297,000 |
24,535 |
|
FLAGSHIP HARBOR ADVISORS LLC |
70 |
- |
2024-03-31 |
67,947 |
$4,771,000 |
36,908 |
|
MML INVESTORS SERVICES LLC |
642 |
*New |
2023-12-31 |
74,413 |
$4,546,000 |
74,413 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
701 |
- |
2024-03-31 |
61,003 |
$4,283,000 |
9,271 |
|
LINCOLN NATIONAL CORP |
196 |
- |
2024-03-31 |
54,777 |
$3,846,000 |
9,830 |
|
John W. Brooker & Co. CPAs |
15 |
- |
2024-03-31 |
50,763 |
$3,564,000 |
13,239 |
|
Sprinkle Financial Consultants LLC |
9 |
- |
2024-03-31 |
48,164 |
$3,382,000 |
7,936 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1004 |
- |
2024-03-31 |
44,714 |
$3,139,000 |
4,288 |
|
Visionary Wealth Advisors |
129 |
- |
2023-12-31 |
45,154 |
$2,758,000 |
6,235 |
|
PRIVATE WEALTH PARTNERS LLC |
52 |
- |
2024-03-31 |
38,955 |
$2,735,000 |
-500 |
|
Strategic Blueprint LLC |
110 |
- |
2024-03-31 |
38,258 |
$2,686,000 |
19,713 |
|
JANE STREET GROUP LLC |
2185 |
*New |
2023-12-31 |
40,381 |
$2,467,000 |
40,381 |
|
Echo Wealth Management LLC |
16 |
- |
2024-03-31 |
31,478 |
$2,210,000 |
2,655 |
|
Perigon Wealth Management LLC |
259 |
- |
2024-03-31 |
26,627 |
$1,869,000 |
6,911 |
|
Cedar Brook Financial Partners LLC |
67 |
- |
2024-03-31 |
25,026 |
$1,757,000 |
300 |
|
MARSHALL WACE LLP |
1060 |
*New |
2023-12-31 |
26,560 |
$1,623,000 |
26,560 |
|
MASSMUTUAL TRUST CO FSB/ADV |
205 |
- |
2024-03-31 |
22,918 |
$1,609,000 |
-7,258 |
|
Sigma Planning Corp |
365 |
- |
2024-03-31 |
22,469 |
$1,578,000 |
10,224 |
|
Change Path LLC |
182 |
- |
2023-12-31 |
25,761 |
$1,574,000 |
-6,340 |
|
Envestnet Portfolio Solutions Inc. |
786 |
- |
2024-03-31 |
17,443 |
$1,225,000 |
5,707 |
|
TWO SIGMA INVESTMENTS LLC |
1841 |
*New |
2023-12-31 |
19,600 |
$1,197,000 |
19,600 |
|
Argent Trust Co |
283 |
- |
2024-03-31 |
16,558 |
$1,163,000 |
3,550 |
|
YARGER WEALTH STRATEGIES LLC |
31 |
- |
2024-03-31 |
15,838 |
$1,112,000 |
3,354 |
|
LexAurum Advisors LLC |
80 |
- |
2024-03-31 |
15,437 |
$1,084,000 |
3,285 |
|
3Chopt Investment Partners LLC |
71 |
*New |
2023-12-31 |
15,889 |
$971,000 |
15,889 |
|
LAKE STREET FINANCIAL LLC |
150 |
- |
2024-03-31 |
13,365 |
$938,000 |
-610 |
|
Semus Wealth Partners LLC |
31 |
- |
2024-03-31 |
12,561 |
$882,000 |
3,581 |
|
FINANCIAL NETWORK |
1449 |
- |
2023-12-31 |
14,403 |
$880,000 |
-1,181 |
|
IFG Advisory LLC |
267 |
*New |
2024-03-31 |
24,048 |
$845,000 |
24,048 |
|
Apollon Wealth Management LLC |
544 |
*New |
2024-03-31 |
10,872 |
$763,000 |
10,872 |
|
GeoWealth Management LLC |
255 |
- |
2023-12-31 |
12,148 |
$742,000 |
-2,431 |
|
TCG Advisory Services LLC |
215 |
*New |
2024-03-31 |
10,513 |
$738,000 |
10,513 |
|
Ascent Group LLC |
287 |
- |
2023-12-31 |
10,882 |
$734,000 |
2,522 |
|
Goss Wealth Management LLC |
1120 |
*New |
2023-12-31 |
11,137 |
$680,000 |
11,137 |
|
Wayfinding Financial LLC |
54 |
- |
2024-03-31 |
9,615 |
$666,000 |
-1,599 |
|
Private Advisor Group LLC |
1380 |
- |
2024-03-31 |
8,978 |
$630,000 |
491 |
|
STEPHENS INC /AR/ |
676 |
- |
2023-12-31 |
9,921 |
$606,000 |
4,586 |
|
Objective Capital Management LLC |
52 |
*New |
2023-12-31 |
9,367 |
$572,000 |
9,367 |
|
TBH Global Asset Management LLC |
142 |
- |
2024-03-31 |
8,002 |
$562,000 |
812 |
|
PRUDENTIAL FINANCIAL INC |
2104 |
- |
2023-12-31 |
8,851 |
$541,000 |
150 |
|
H D Vest Advisory Services |
1015 |
- |
2024-03-31 |
7,336 |
$515,000 |
3,790 |
|
Good Life Advisors LLC |
265 |
- |
2024-03-31 |
6,523 |
$458,000 |
1,038 |
|
USAdvisors Wealth Management LLC |
88 |
- |
2024-03-31 |
6,301 |
$444,000 |
1,032 |
|
SUTTON PLACE INVESTORS LLC |
114 |
- |
2024-03-31 |
6,087 |
$427,000 |
952 |
|
Argent Advisors Inc. |
102 |
- |
2024-03-31 |
5,890 |
$414,000 |
200 |
|
Confluence Wealth Services Inc. |
235 |
*New |
2024-03-31 |
5,784 |
$406,000 |
5,784 |
|
Cetera Investment Advisers |
1622 |
- |
2023-12-31 |
6,440 |
$393,000 |
-1,851 |
|
GPS Wealth Strategies Group LLC |
184 |
- |
2024-03-31 |
5,436 |
$382,000 |
-2,373 |
|
Security Financial Services INC. |
122 |
- |
2024-03-31 |
5,441 |
$382,000 |
-1,326 |
|
Kuhn & Co Investment Counsel |
93 |
- |
2024-03-31 |
5,189 |
$364,000 |
1,332 |
|
Schneider Downs Wealth Management Advisors LP |
94 |
*New |
2024-03-31 |
5,130 |
$360,000 |
5,130 |
|
Householder Group Estate & Retirement Specialist L |
166 |
- |
2024-03-31 |
5,075 |
$356,000 |
3,216 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
380 |
- |
2024-03-31 |
5,058 |
$355,000 |
-317 |
|
PRIVATE TRUST CO NA |
475 |
- |
2024-03-31 |
4,852 |
$341,000 |
0 |
|
Farther Finance Advisors LLC |
419 |
- |
2023-12-31 |
5,550 |
$339,000 |
895 |
|
IFP Advisors Inc |
732 |
- |
2023-12-31 |
5,088 |
$311,000 |
4,931 |
|
Virtue Capital Management LLC |
263 |
- |
2023-12-31 |
5,049 |
$300,000 |
-3,260 |
|
MULTIFINANCIAL SECURITIES CORP |
1438 |
- |
2023-12-31 |
4,768 |
$291,000 |
-318 |
|
NWAM LLC |
440 |
- |
2024-03-31 |
4,141 |
$288,000 |
-483 |
|
Northwest Capital Management Inc |
99 |
- |
2024-03-31 |
4,075 |
$286,000 |
96 |
|
Kingsview Wealth Management LLC |
881 |
- |
2024-03-31 |
3,589 |
$252,000 |
3,589 |
|
Gateway Wealth Partners LLC |
177 |
*New |
2023-12-31 |
4,097 |
$250,000 |
4,097 |
|
Westside Investment Management Inc. |
198 |
*New |
2024-03-31 |
3,469 |
$244,000 |
3,469 |
|
Strategic Financial Concepts LLC |
266 |
*New |
2024-03-31 |
3,397 |
$238,000 |
3,397 |
|
|
100 Records found
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1
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