|
Institutional
Holders
Total
Institutions:
|
120 0 |
|
Total
shares held :
|
37,635,876 |
|
% of shares
held :
|
13.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
192,417 |
|
% of shares
held change :
|
0.07% |
|
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 |
458 |
- |
2023-12-31 |
229,603 |
$10,722,000 |
-30,313 |
|
BANK OF AMERICA CORP /DE/ |
2574 |
- |
2023-12-31 |
168,343 |
$7,862,000 |
-15,466 |
|
ROYAL BANK OF CANADA |
1812 |
- |
2023-12-31 |
119,457 |
$5,579,000 |
-10,068 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1266 |
- |
2024-03-31 |
88,779 |
$4,268,000 |
-148,470 |
|
RAYMOND JAMES & ASSOCIATES |
1761 |
- |
2024-03-31 |
79,628 |
$3,828,000 |
-10,004 |
|
ENVESTNET ASSET MANAGEMENT INC |
2083 |
- |
2023-12-31 |
79,574 |
$3,716,000 |
-11,294 |
|
HIGHTOWER ADVISORS, LLC |
1192 |
- |
2024-03-31 |
63,166 |
$3,040,000 |
-45,558 |
|
Stratos Wealth Advisors LLC |
141 |
- |
2024-03-31 |
60,252 |
$2,897,000 |
-495 |
|
Advantage Trust Co |
12 |
- |
2024-03-31 |
57,127 |
$2,747,000 |
-4,425 |
|
Orion Portfolio Solutions LLC |
598 |
- |
2024-03-31 |
47,485 |
$2,283,000 |
-9,013 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1887 |
- |
2024-03-31 |
37,395 |
$1,798,000 |
-9,247 |
|
CLS INVESTMENT FIRM LLC |
517 |
- |
2022-12-31 |
45,116 |
$1,778,000 |
-5,421 |
|
Geneos Wealth Management Inc. |
284 |
- |
2024-03-31 |
33,097 |
$1,591,000 |
-545 |
|
Austin Wealth Management LLC |
42 |
- |
2023-12-31 |
33,947 |
$1,572,000 |
-4,242 |
|
Brookstone Capital Management |
408 |
- |
2024-03-31 |
30,161 |
$1,450,000 |
-120 |
|
Sontag Advisory LLC |
278 |
- |
2024-03-31 |
26,097 |
$1,255,000 |
-328 |
|
Integrated Wealth Concepts LLC |
695 |
- |
2023-12-31 |
23,146 |
$1,081,000 |
-294 |
|
SHEETS SMITH & ASSOCIATES INC |
184 |
- |
2024-03-31 |
16,299 |
$784,000 |
-856 |
|
Essex LLC |
89 |
- |
2024-03-31 |
15,451 |
$743,000 |
-3,549 |
|
PFG Advisors |
333 |
- |
2024-03-31 |
14,506 |
$697,000 |
-70 |
|
Resources Investment Advisors Inc. |
658 |
- |
2024-03-31 |
13,107 |
$630,000 |
-3,640 |
|
Summit Investment Advisory Services LLC |
33 |
- |
2024-03-31 |
12,772 |
$614,000 |
-218 |
|
IHT Wealth Management LLC |
547 |
- |
2023-12-31 |
12,348 |
$577,000 |
-250 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2401 |
- |
2024-03-31 |
11,879 |
$571,000 |
-1,922 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
8,262 |
$386,000 |
-1,056 |
|
Intrua Financial LLC |
253 |
- |
2023-03-31 |
7,335 |
$298,000 |
-3,054 |
|
Andesa Financial Management Inc. |
131 |
- |
2022-12-31 |
6,050 |
$238,000 |
-26,990 |
|
CWM LLC |
1422 |
- |
2024-03-31 |
4,908 |
$236,000 |
-27,975 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1799 |
- |
2023-12-31 |
4,564 |
$213,000 |
-804 |
|
Merit Financial Group LLC |
800 |
- |
2024-03-31 |
4,594 |
$212,000 |
-1,129 |
|
Private Advisor Group LLC |
2076 |
- |
2024-03-31 |
4,316 |
$208,000 |
-472 |
|
SILVER OAK SECURITIES Inc |
393 |
- |
2024-03-31 |
3,550 |
$171,000 |
-1,836 |
|
IFP Advisors Inc |
1062 |
- |
2023-12-31 |
3,235 |
$151,000 |
-749 |
|
HHM Wealth Advisors LLC |
197 |
- |
2023-12-31 |
2,405 |
$112,000 |
-2,475 |
|
FMR LLC |
3070 |
- |
2023-12-31 |
2,077 |
$97,000 |
-425 |
|
Concord Wealth Partners |
329 |
- |
2024-03-31 |
1,198 |
$58,000 |
-541 |
|
Pinnacle Bank |
523 |
- |
2024-03-31 |
468 |
$23,000 |
-42 |
|
TUCKER ASSET MANAGEMENT LLC |
427 |
- |
2023-12-31 |
302 |
$14,000 |
-42 |
|
Aptus Capital Advisors LLC |
770 |
- |
2023-12-31 |
280 |
$13,000 |
-336 |
|
COMERICA BANK |
3161 |
- |
2023-12-31 |
170 |
$8,000 |
-3,550 |
|
HORIZON BANCORP /IN/ |
223 |
- |
2024-03-31 |
56 |
$3,000 |
-19 |
|
|
41 Records found
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1
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