|
Institutional
Holders
Total
Institutions:
|
64 2 |
|
Total
shares held :
|
12,112,317 |
|
% of shares
held :
|
90.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,023,546 |
|
% of shares
held change :
|
7.61% |
|
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 |
AMERIPRISE FINANCIAL INC |
628 |
- |
2023-12-31 |
3,428,794 |
$71,418,000 |
655,564 |
|
WELLS FARGO & CO/MN |
818 |
- |
2023-12-31 |
1,685,926 |
$35,185,000 |
448,809 |
|
MORGAN STANLEY |
2776 |
- |
2023-12-31 |
867,761 |
$18,110,000 |
-133,240 |
|
UBS Group AG |
1294 |
- |
2023-12-31 |
638,435 |
$13,324,000 |
471,586 |
|
BANK OF AMERICA CORP /DE/ |
2172 |
- |
2023-12-31 |
593,587 |
$12,388,000 |
65,156 |
|
LPL FINANCIAL CORP |
1121 |
- |
2023-12-31 |
593,489 |
$12,386,000 |
85,854 |
|
AlphaQ Advisors LLC |
1 |
- |
2023-12-31 |
409,246 |
$8,541,000 |
53,318 |
|
TruWealth Advisors LLC |
48 |
- |
2024-03-31 |
407,776 |
$8,425,000 |
14,450 |
|
MONEYWISE INC. |
8 |
- |
2024-03-31 |
355,998 |
$7,355,000 |
-57,150 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1043 |
- |
2024-03-31 |
285,689 |
$5,902,000 |
-1,479 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1028 |
- |
2023-12-31 |
264,632 |
$5,523,000 |
-1,801 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
698 |
- |
2024-03-31 |
212,025 |
$4,380,000 |
-16,761 |
|
Advisor Group Holdings Inc. |
1482 |
- |
2023-12-31 |
157,543 |
$3,288,000 |
-108,127 |
|
ROYAL BANK OF CANADA |
2254 |
- |
2023-12-31 |
143,364 |
$2,992,000 |
64,902 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
91 |
- |
2023-12-31 |
109,039 |
$2,276,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
902 |
- |
2023-12-31 |
96,548 |
$2,015,000 |
5,258 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
163 |
- |
2023-12-31 |
95,042 |
$1,984,000 |
-19,043 |
|
Global Wealth Strategies & Associates |
18 |
- |
2024-03-31 |
92,829 |
$1,918,000 |
1,408 |
|
Core Wealth Advisors Inc. |
21 |
- |
2023-12-31 |
85,751 |
$1,790,000 |
6,708 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
38 |
- |
2023-12-31 |
74,492 |
$1,551,000 |
-4,079 |
|
QUANTITATIVE ADVANTAGE LLC |
77 |
- |
2023-03-31 |
72,286 |
$1,491,000 |
6,188 |
|
Amplius Wealth Advisors LLC |
60 |
- |
2024-03-31 |
69,198 |
$1,430,000 |
-217,861 |
|
LAKE STREET FINANCIAL LLC |
125 |
- |
2024-03-31 |
67,130 |
$1,387,000 |
1,007 |
|
JANNEY MONTGOMERY SCOTT LLC |
1344 |
- |
2023-12-31 |
56,656 |
$1,182,000 |
-2,284 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
299 |
- |
2024-03-31 |
56,914 |
$1,176,000 |
-15,751 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
46,811 |
$976,000 |
23,638 |
|
MULTIFINANCIAL SECURITIES CORP |
807 |
- |
2023-12-31 |
44,401 |
$927,000 |
5,803 |
|
Paragon Private Wealth Management LLC |
52 |
- |
2023-12-31 |
43,595 |
$910,000 |
-7,970 |
|
FINANCIAL NETWORK |
1454 |
- |
2023-12-31 |
41,926 |
$875,000 |
3,344 |
|
Lakeside Advisors INC. |
32 |
- |
2023-12-31 |
40,964 |
$855,000 |
300 |
|
CONDOR CAPITAL MANAGEMENT |
133 |
- |
2023-12-31 |
40,858 |
$853,000 |
1,967 |
|
Cornerstone Wealth Management LLC |
230 |
- |
2024-03-31 |
41,071 |
$849,000 |
-382 |
|
J P MORGAN CHASE & CO |
3421 |
*New |
2023-12-31 |
39,608 |
$827,000 |
39,608 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1281 |
- |
2024-03-31 |
38,754 |
$801,000 |
985 |
|
COLONY GROUP, LLC |
504 |
*New |
2023-12-31 |
35,516 |
$741,000 |
35,516 |
|
RAYMOND JAMES & ASSOCIATES |
2798 |
- |
2024-03-31 |
34,463 |
$712,000 |
2,619 |
|
ENVESTNET ASSET MANAGEMENT INC |
3133 |
- |
2023-12-31 |
33,681 |
$703,000 |
3,089 |
|
CWM LLC |
1009 |
- |
2024-03-31 |
32,220 |
$666,000 |
-2,160 |
|
Andesa Financial Management Inc. |
69 |
- |
2022-12-31 |
31,729 |
$640,000 |
21,729 |
|
OneAscent Financial Services LLC |
176 |
- |
2024-03-31 |
28,391 |
$587,000 |
-606 |
|
MML INVESTORS SERVICES LLC |
1730 |
- |
2023-12-31 |
24,376 |
$509,000 |
-214,892 |
|
Redwood Investment Management LLC |
298 |
- |
2023-12-31 |
19,604 |
$409,000 |
5,385 |
|
Horst & Graben Wealth Management LLC |
94 |
- |
2024-03-31 |
19,540 |
$404,000 |
-1,400 |
|
Pine Valley Investments Ltd Liability Co |
322 |
- |
2023-12-31 |
17,505 |
$365,000 |
-9,388 |
|
Private Advisor Group LLC |
1750 |
- |
2023-12-31 |
15,064 |
$314,000 |
1,000 |
|
Collaborative Wealth Managment Inc. |
119 |
- |
2023-12-31 |
14,407 |
$301,000 |
-1,699 |
|
COMERICA BANK |
2098 |
- |
2023-12-31 |
14,055 |
$293,000 |
13,000 |
|
Westside Investment Management Inc. |
181 |
- |
2024-03-31 |
14,000 |
$289,000 |
5,000 |
|
Ground Swell Capital LLC |
25 |
*New |
2023-12-31 |
13,675 |
$285,000 |
13,675 |
|
Masso Torrence Wealth Management Inc. |
77 |
- |
2024-03-31 |
13,370 |
$276,000 |
-6,340 |
|
Vertex Planning Partners LLC |
140 |
*New |
2023-12-31 |
11,758 |
$245,000 |
11,758 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2897 |
- |
2024-03-31 |
11,091 |
$229,000 |
-161,006 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
10,663 |
$223,000 |
-48 |
|
BIDWELL C M & ASSOCIATES LTD/ |
113 |
- |
2023-12-31 |
9,538 |
$199,000 |
0 |
|
IFP Advisors Inc |
957 |
- |
2023-12-31 |
8,966 |
$187,000 |
-216 |
|
Transcendent Capital Group LLC |
84 |
- |
2024-03-31 |
7,674 |
$160,000 |
0 |
|
PRIVATE TRUST CO NA |
733 |
- |
2024-03-31 |
7,310 |
$151,000 |
0 |
|
Joseph Group Capital Management |
53 |
- |
2023-12-31 |
5,908 |
$123,000 |
2,478 |
|
Goss Wealth Management LLC |
1960 |
- |
2023-12-31 |
4,448 |
$93,000 |
-283 |
|
HARBOUR INVESTMENTS INC. |
1180 |
- |
2023-12-31 |
4,265 |
$89,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1352 |
- |
2023-12-31 |
3,044 |
$64,000 |
0 |
|
Farther Finance Advisors LLC |
1015 |
- |
2023-12-31 |
2,540 |
$53,000 |
0 |
|
Newbridge Financial Services Group Inc. |
466 |
- |
2024-03-31 |
1,765 |
$36,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2305 |
*New |
2023-12-31 |
1,172 |
$24,000 |
1,172 |
|
LM Advisors LLC |
515 |
- |
2023-12-31 |
478 |
$10,000 |
0 |
|
Geneos Wealth Management Inc. |
|
*New |
2023-12-31 |
404 |
$8,000 |
404 |
|
PROEQUITIES INC. |
5308 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Brookstone Capital Management |
918 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,586 |
|
CITADEL ADVISORS LLC |
5986 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,352 |
|
JANE STREET GROUP LLC |
5872 |
*Closed |
2023-12-31 |
0 |
$0 |
-474,105 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6508 |
*Closed |
2023-12-31 |
0 |
$0 |
-79,210 |
|
CITIGROUP INC |
4773 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,162 |
|
|
72 Records found
|
1
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