|
Institutional
Holders
Total
Institutions:
|
49 4 |
|
Total
shares held :
|
2,152,066 |
|
% of shares
held :
|
23.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
443,708 |
|
% of shares
held change :
|
4.93% |
|
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 |
Orgel Wealth Management LLC |
18 |
- |
2024-03-31 |
1,415,752 |
$85,625,000 |
317,082 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
849 |
- |
2024-03-31 |
147,045 |
$8,893,000 |
68,900 |
|
LPL FINANCIAL CORP |
1392 |
- |
2023-12-31 |
132,799 |
$7,835,000 |
21,757 |
|
GREAT VALLEY ADVISOR GROUP INC. |
112 |
- |
2023-12-31 |
111,911 |
$6,603,000 |
16,818 |
|
AMERIPRISE FINANCIAL INC |
2243 |
- |
2023-12-31 |
88,732 |
$5,235,000 |
74,135 |
|
ROYAL BANK OF CANADA |
1982 |
- |
2023-12-31 |
74,729 |
$4,409,000 |
24,417 |
|
Purus Wealth Management LLC |
15 |
- |
2024-03-31 |
64,768 |
$3,917,000 |
-823 |
|
Private Advisor Group LLC |
618 |
- |
2023-12-31 |
49,004 |
$2,891,000 |
14,368 |
|
CWM LLC |
544 |
- |
2024-03-31 |
44,401 |
$2,685,000 |
8,228 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1145 |
- |
2024-03-31 |
39,875 |
$2,412,000 |
-4,181 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1577 |
- |
2023-12-31 |
38,460 |
$2,269,000 |
682 |
|
Horizon Family Wealth Inc. |
11 |
- |
2023-12-31 |
37,390 |
$2,206,000 |
37,390 |
|
Redhawk Wealth Advisors Inc. |
68 |
*New |
2023-12-31 |
30,210 |
$1,782,000 |
30,210 |
|
LINCOLN NATIONAL CORP |
334 |
*New |
2023-12-31 |
27,195 |
$1,604,000 |
27,195 |
|
ENVESTNET ASSET MANAGEMENT INC |
2724 |
- |
2023-12-31 |
22,003 |
$1,298,000 |
-5,223 |
|
BANK OF AMERICA CORP /DE/ |
3934 |
- |
2023-12-31 |
18,717 |
$1,104,000 |
-7,142 |
|
GUERRA PAN ADVISORS LLC |
34 |
- |
2023-12-31 |
16,214 |
$957,000 |
1,909 |
|
IFP Advisors Inc |
389 |
- |
2023-12-31 |
15,946 |
$941,000 |
2,276 |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT |
110 |
- |
2024-03-31 |
14,223 |
$860,000 |
1,619 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1076 |
- |
2023-12-31 |
13,366 |
$789,000 |
-8,455 |
|
H D Vest Advisory Services |
830 |
- |
2023-12-31 |
12,375 |
$730,000 |
-642 |
|
IAG Wealth Partners LLC |
55 |
- |
2024-03-31 |
11,262 |
$681,000 |
-710 |
|
Advisor Group Holdings Inc. |
3064 |
- |
2023-12-31 |
9,393 |
$554,000 |
-6,685 |
|
PFG Advisors |
352 |
- |
2023-12-31 |
9,091 |
$536,000 |
1,701 |
|
Dominguez Wealth Management Solutions Inc. |
45 |
- |
2024-03-31 |
8,402 |
$508,000 |
-10 |
|
WIN ADVISORS INC |
35 |
- |
2024-03-31 |
8,266 |
$500,000 |
123 |
|
UBS Group AG |
3999 |
- |
2023-12-31 |
7,781 |
$459,000 |
4,846 |
|
Kingsview Wealth Management LLC |
665 |
- |
2023-12-31 |
7,404 |
$437,000 |
224 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
494 |
- |
2023-12-31 |
6,978 |
$412,000 |
0 |
|
HF Advisory Group LLC |
124 |
- |
2024-03-31 |
6,642 |
$402,000 |
155 |
|
KWB Wealth |
92 |
- |
2024-03-31 |
6,528 |
$395,000 |
-422 |
|
RAYMOND JAMES & ASSOCIATES |
3193 |
- |
2024-03-31 |
6,245 |
$378,000 |
80 |
|
SILVER OAK SECURITIES Inc |
343 |
- |
2023-12-31 |
5,901 |
$348,000 |
-60 |
|
FINANCIAL NETWORK |
2228 |
- |
2023-12-31 |
5,176 |
$305,000 |
84 |
|
BlueChip Wealth Advisors LLC |
93 |
- |
2023-12-31 |
4,885 |
$288,000 |
0 |
|
IFG Advisory LLC |
511 |
- |
2023-12-31 |
4,191 |
$247,000 |
0 |
|
Key Financial Inc |
194 |
- |
2023-12-31 |
4,100 |
$242,000 |
0 |
|
WILLNER & HELLER LLC |
118 |
*New |
2023-12-31 |
4,103 |
$242,000 |
4,103 |
|
DORSEY & WHITNEY TRUST CO LLC |
525 |
- |
2023-12-31 |
3,999 |
$236,000 |
-13 |
|
Capital Advisors Ltd. LLC |
250 |
- |
2024-03-31 |
3,806 |
$230,000 |
0 |
|
Main Line Retirement Advisors LLC |
34 |
- |
2024-03-31 |
3,470 |
$210,000 |
-780 |
|
PRINCIPAL SECURITIES INC. |
964 |
- |
2023-12-31 |
2,970 |
$175,000 |
0 |
|
Ahrens Investment Partners LLC |
196 |
*New |
2023-03-31 |
2,450 |
$123,000 |
2,450 |
|
MORGAN STANLEY |
6104 |
- |
2023-12-31 |
501 |
$30,000 |
461 |
|
ALPHAMARK ADVISORS LLC |
393 |
- |
2024-03-31 |
500 |
$30,000 |
-110 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
293 |
$17,000 |
-3,868 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1183 |
- |
2023-12-31 |
121 |
$7,000 |
0 |
|
Global Retirement Partners LLC |
2307 |
- |
2024-03-31 |
105 |
$6,000 |
0 |
|
FMR LLC |
4353 |
*New |
2023-12-31 |
60 |
$4,000 |
60 |
|
TUCKER ASSET MANAGEMENT LLC |
657 |
- |
2023-12-31 |
68 |
$4,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
913 |
- |
2024-03-31 |
63 |
$3,000 |
-2,854 |
|
PROEQUITIES INC. |
2197 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
5725 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
Headlands Technologies LLC |
999 |
*Closed |
2023-12-31 |
0 |
$0 |
-21 |
|
CREATIVE PLANNING |
2899 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,547 |
|
J P MORGAN CHASE & CO |
6080 |
*Closed |
2023-12-31 |
0 |
$0 |
-58 |
|
|
56 Records found
|
1
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