|
Institutional
Holders
Total
Institutions:
|
73 8 |
|
Total
shares held :
|
1,657,834 |
|
% of shares
held :
|
1.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-638,593 |
|
% of shares
held change :
|
-0.71% |
|
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 |
Advisor Group Holdings Inc. |
614 |
- |
2023-12-31 |
317,993 |
$14,145,000 |
-255,343 |
|
FOCUS Wealth Advisors LLC |
4 |
- |
2024-03-31 |
206,229 |
$9,385,000 |
42,014 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1005 |
- |
2023-12-31 |
130,040 |
$5,785,000 |
12,563 |
|
FIRST HEARTLAND CONSULTANTS INC |
62 |
- |
2023-12-31 |
82,461 |
$3,668,000 |
-57,971 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1122 |
- |
2024-03-31 |
55,583 |
$2,530,000 |
2,050 |
|
Valtinson Bruner Financial Planning LLC |
33 |
- |
2023-12-31 |
48,448 |
$2,155,000 |
-1,467 |
|
Strategic Blueprint LLC |
137 |
- |
2024-03-31 |
46,351 |
$2,109,000 |
329 |
|
WealthPlan Investment Management LLC |
76 |
- |
2023-12-31 |
40,705 |
$1,811,000 |
-34,877 |
|
Cambridge Advisors Inc. |
40 |
- |
2024-03-31 |
35,777 |
$1,628,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
293 |
- |
2023-12-31 |
35,474 |
$1,578,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1850 |
- |
2024-03-31 |
30,345 |
$1,381,000 |
1,444 |
|
Sugarloaf Wealth Management LLC |
44 |
- |
2024-03-31 |
29,972 |
$1,364,000 |
0 |
|
Brookstone Capital Management |
425 |
- |
2024-03-31 |
29,060 |
$1,323,000 |
23,153 |
|
AdvisorNet Financial Inc |
195 |
- |
2024-03-31 |
23,963 |
$1,091,000 |
-6,697 |
|
FINANCIAL NETWORK |
1328 |
- |
2023-12-31 |
24,015 |
$1,068,000 |
-924 |
|
Apollon Wealth Management LLC |
455 |
- |
2023-12-31 |
22,200 |
$988,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
246 |
- |
2023-12-31 |
21,064 |
$937,000 |
-212 |
|
BCS Wealth Management |
80 |
- |
2024-03-31 |
20,344 |
$926,000 |
-1,092 |
|
LPL FINANCIAL CORP |
3067 |
- |
2023-12-31 |
20,782 |
$924,000 |
13,421 |
|
WOLVERINE TRADING LLC |
481 |
- |
2023-12-31 |
19,615 |
$873,000 |
9,865 |
|
CWM LLC |
905 |
- |
2024-03-31 |
19,171 |
$872,000 |
1,204 |
|
Kestra Advisory Services LLC |
1206 |
- |
2023-12-31 |
19,086 |
$849,000 |
-10,858 |
|
CoreCap Advisors LLC |
268 |
- |
2023-12-31 |
18,241 |
$811,000 |
2,364 |
|
MCCORMACK ADVISORS INTERNATIONAL |
495 |
- |
2023-12-31 |
17,773 |
$791,000 |
-47 |
|
M HOLDINGS SECURITIES, INC. |
129 |
- |
2023-12-31 |
17,635 |
$784,000 |
-106 |
|
Sequoia Financial Advisors LLC |
|
- |
2023-12-31 |
16,562 |
$737,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1646 |
- |
2023-12-31 |
15,997 |
$712,000 |
9,447 |
|
Pillar Wealth Advisors LLC |
40 |
- |
2023-12-31 |
15,620 |
$695,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3300 |
- |
2023-12-31 |
15,564 |
$692,000 |
-1,260 |
|
Atria Wealth Solutions Inc. |
1042 |
- |
2023-12-31 |
15,027 |
$668,000 |
-5,297 |
|
LINCOLN NATIONAL CORP |
565 |
- |
2023-12-31 |
14,988 |
$667,000 |
0 |
|
Cypress Wealth Services LLC |
117 |
- |
2024-03-31 |
13,757 |
$626,000 |
0 |
|
Cetera Investment Advisers |
1379 |
- |
2023-12-31 |
13,896 |
$618,000 |
-1,328 |
|
ADVISORY SERVICES NETWORK, LLC |
814 |
- |
2023-12-31 |
13,575 |
$604,000 |
0 |
|
Keystone Wealth Services LLC |
113 |
- |
2024-03-31 |
12,955 |
$590,000 |
615 |
|
Visionary Wealth Advisors |
299 |
- |
2023-12-31 |
12,478 |
$555,000 |
0 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
11,714 |
$521,000 |
-1,373 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1577 |
- |
2024-03-31 |
10,945 |
$498,000 |
3,845 |
|
PFG Advisors |
366 |
- |
2023-12-31 |
10,970 |
$488,000 |
-6,069 |
|
MULTIFINANCIAL SECURITIES CORP |
1145 |
- |
2023-12-31 |
10,878 |
$484,000 |
-757 |
|
Koshinski Asset Management Inc. |
293 |
- |
2023-12-31 |
10,530 |
$468,000 |
3,780 |
|
Diligent Investors LLC |
185 |
- |
2023-12-31 |
10,296 |
$458,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
87 |
- |
2024-03-31 |
10,010 |
$456,000 |
-6,391 |
|
Outlook Wealth Advisors LLC |
149 |
- |
2024-03-31 |
10,001 |
$455,000 |
2,201 |
|
Arlington Capital Management Inc. |
59 |
- |
2024-03-31 |
10,001 |
$455,000 |
3,155 |
|
Worth Financial Advisory Group LLC |
77 |
- |
2023-12-31 |
9,990 |
$444,000 |
0 |
|
Goss Wealth Management LLC |
1348 |
- |
2023-12-31 |
9,582 |
$430,000 |
0 |
|
IFP Advisors Inc |
632 |
- |
2023-12-31 |
9,069 |
$403,000 |
-550 |
|
Stratos Wealth Advisors LLC |
506 |
- |
2024-03-31 |
8,567 |
$390,000 |
-705 |
|
Focus Financial Network Inc. |
445 |
- |
2024-03-31 |
8,291 |
$368,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
282 |
- |
2023-12-31 |
8,220 |
$366,000 |
0 |
|
BB&T CORP |
2228 |
- |
2023-12-31 |
7,111 |
$316,000 |
-6,943 |
|
TOWNSQUARE CAPITAL LLC |
899 |
- |
2023-12-31 |
7,088 |
$315,000 |
0 |
|
AE Wealth Management LLC |
1679 |
- |
2023-12-31 |
6,828 |
$306,000 |
-5,543 |
|
OLD MISSION CAPITAL LLC |
744 |
- |
2023-12-31 |
6,689 |
$298,000 |
-11,113 |
|
CRA Financial Services LLC |
185 |
- |
2024-03-31 |
6,359 |
$289,000 |
0 |
|
Sound View Wealth Advisors Group LLC |
313 |
- |
2023-12-31 |
6,156 |
$274,000 |
-1,124 |
|
Steward Partners Investment Advisory LLC |
1250 |
- |
2023-12-31 |
6,104 |
$272,000 |
0 |
|
GTS SECURITIES LLC |
1146 |
*New |
2023-12-31 |
6,052 |
$269,000 |
6,052 |
|
CITADEL ADVISORS LLC |
4256 |
- |
2023-12-31 |
5,452 |
$243,000 |
5,452 |
|
BROWN WEALTH MANAGEMENT LLC |
77 |
- |
2023-12-31 |
5,313 |
$236,000 |
0 |
|
Nikulski Financial Inc. |
117 |
- |
2024-03-31 |
5,100 |
$232,000 |
0 |
|
Cedar Brook Financial Partners LLC |
384 |
*New |
2024-03-31 |
4,989 |
$227,000 |
4,989 |
|
H D Vest Advisory Services |
1399 |
- |
2023-12-31 |
5,048 |
$225,000 |
-13,556 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
662 |
- |
2023-12-31 |
4,808 |
$214,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
932 |
- |
2023-12-31 |
3,699 |
$165,000 |
0 |
|
Long Island Wealth Management Inc. |
79 |
- |
2023-12-31 |
3,510 |
$156,000 |
0 |
|
Sunbelt Securities Inc. |
638 |
- |
2024-03-31 |
2,874 |
$131,000 |
-485 |
|
BLAIR WILLIAM & CO/IL |
1477 |
- |
2023-12-31 |
2,593 |
$115,000 |
0 |
|
Capital Analysts Inc. |
534 |
- |
2023-12-31 |
2,160 |
$96,000 |
0 |
|
SIGNATUREFD, LLC |
1184 |
- |
2023-12-31 |
1,933 |
$86,000 |
0 |
|
COMERICA BANK |
2625 |
- |
2023-12-31 |
1,500 |
$67,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
518 |
- |
2024-03-31 |
209 |
$10,000 |
0 |
|
PROEQUITIES INC. |
1672 |
- |
2023-12-31 |
236 |
$10,000 |
0 |
|
Global Trust Asset Management LLC |
364 |
- |
2024-03-31 |
200 |
$9,000 |
0 |
|
MORGAN STANLEY |
6999 |
*Closed |
2023-12-31 |
0 |
$0 |
-548 |
|
ACCUVEST GLOBAL ADVISORS |
112 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,487 |
|
Feltz Wealth PLAN Inc. |
325 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,589 |
|
Sigma Planning Corp |
1118 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,254 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1473 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,744 |
|
UBS Group AG |
8044 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,453 |
|
ENVESTNET ASSET MANAGEMENT INC |
4126 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,692 |
|
BANK OF AMERICA CORP /DE/ |
6864 |
*Closed |
2023-12-31 |
0 |
$0 |
-734 |
|
RAYMOND JAMES & ASSOCIATES |
3962 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,997 |
|
FMR LLC |
5511 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
|
85 Records found
|
1
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