|
Institutional
Holders
Total
Institutions:
|
58 13 |
|
Total
shares held :
|
526,245 |
|
% of shares
held :
|
0.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
63,226 |
|
% of shares
held change :
|
0.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$68.33 |
|
Last
Quarter's Ending
Price :
|
$71.72 |
|
Last
Quarter's Average
Price :
|
$71.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.22 (12.94%) |
|
|
|
|
|
|
|
|
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 |
1358 |
- |
2023-12-31 |
113,923 |
$8,171,000 |
39,633 |
|
Silverleafe Capital Partners LLC |
16 |
*New |
2024-03-31 |
59,203 |
$4,497,000 |
59,203 |
|
TAP Consulting LLC |
29 |
- |
2024-03-31 |
56,917 |
$4,323,000 |
39,135 |
|
JANE STREET GROUP LLC |
1824 |
*New |
2023-12-31 |
48,325 |
$3,466,000 |
48,325 |
|
UBS Group AG |
2419 |
- |
2023-12-31 |
43,772 |
$3,139,000 |
-61,634 |
|
BANK OF AMERICA CORP /DE/ |
3200 |
- |
2023-12-31 |
43,086 |
$3,090,000 |
33,521 |
|
MORGAN STANLEY |
4269 |
- |
2023-12-31 |
34,439 |
$2,470,000 |
6,987 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1755 |
- |
2024-03-31 |
20,932 |
$1,590,000 |
13,908 |
|
Fiduciary Planning LLC |
|
*New |
2023-12-31 |
19,449 |
$1,395,000 |
19,449 |
|
American Institute for Advanced Investment Managem |
33 |
- |
2024-03-31 |
14,680 |
$1,115,000 |
910 |
|
Vontobel Holding Ltd. |
641 |
- |
2023-12-31 |
15,275 |
$1,096,000 |
0 |
|
MGB Wealth Management LLC |
79 |
- |
2023-12-31 |
9,480 |
$680,000 |
0 |
|
Advisor Group Holdings Inc. |
2983 |
- |
2023-12-31 |
8,379 |
$601,000 |
-6,326 |
|
HIGHTOWER ADVISORS, LLC |
2138 |
- |
2023-12-31 |
8,338 |
$598,000 |
5,358 |
|
Stegent Equity Advisors Inc. |
42 |
- |
2023-12-31 |
7,608 |
$546,000 |
-5,301 |
|
JANNEY MONTGOMERY SCOTT LLC |
1910 |
- |
2023-12-31 |
6,739 |
$483,000 |
2,989 |
|
STIFEL FINANCIAL CORP |
2602 |
- |
2023-12-31 |
6,403 |
$459,000 |
-5 |
|
OPPENHEIMER & CO INC |
1027 |
- |
2023-12-31 |
5,793 |
$415,000 |
1,812 |
|
Benchmark Investment Advisors LLC |
222 |
*New |
2023-12-31 |
5,500 |
$394,000 |
5,500 |
|
BCJ Capital Management LLC |
214 |
- |
2023-12-31 |
5,500 |
$394,000 |
-4,509 |
|
Walleye Trading Advisors LLC |
1154 |
*New |
2023-12-31 |
5,475 |
$393,000 |
5,475 |
|
Private Advisor Group LLC |
1611 |
- |
2023-12-31 |
5,442 |
$390,000 |
-324 |
|
BANK OF MONTREAL /CAN/ |
2231 |
- |
2023-12-31 |
4,991 |
$366,000 |
4,788 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
184 |
*New |
2023-12-31 |
4,795 |
$344,000 |
4,795 |
|
CIBC WORLD MARKETS INC. |
953 |
- |
2023-12-31 |
4,557 |
$327,000 |
-10,978 |
|
H D Vest Advisory Services |
1316 |
*New |
2023-12-31 |
3,596 |
$258,000 |
3,596 |
|
ENVESTNET ASSET MANAGEMENT INC |
3673 |
*New |
2023-12-31 |
3,582 |
$257,000 |
3,582 |
|
MML INVESTORS SERVICES LLC |
2161 |
*New |
2023-12-31 |
3,457 |
$248,000 |
3,457 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2837 |
- |
2024-03-31 |
3,243 |
$246,000 |
-4,474 |
|
KFG WEALTH MANAGEMENT LLC |
138 |
*New |
2024-03-31 |
3,126 |
$237,000 |
3,126 |
|
Atria Wealth Solutions Inc. |
1688 |
*New |
2023-12-31 |
3,087 |
$221,000 |
3,087 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
939 |
- |
2023-12-31 |
2,469 |
$177,000 |
1,598 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,843 |
$132,000 |
733 |
|
EP WEALTH ADVISORS, INC. |
764 |
*New |
2023-12-31 |
1,700 |
$122,000 |
1,700 |
|
CWM LLC |
1808 |
- |
2024-03-31 |
1,439 |
$109,000 |
0 |
|
CITIGROUP INC |
3273 |
- |
2023-12-31 |
1,387 |
$99,000 |
0 |
|
COMERICA BANK |
2657 |
- |
2023-12-31 |
819 |
$59,000 |
508 |
|
JTC Employer Solutions Trusteee Ltd |
257 |
- |
2024-03-31 |
600 |
$45,000 |
0 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
632 |
$45,000 |
86 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
542 |
- |
2023-12-31 |
415 |
$30,000 |
0 |
|
McClarren Financial Advisors Inc. |
227 |
- |
2023-12-31 |
305 |
$22,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3354 |
- |
2023-12-31 |
290 |
$21,000 |
130 |
|
Nalls Sherbakoff Group LLC |
249 |
*New |
2023-12-31 |
219 |
$16,000 |
219 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1583 |
- |
2023-12-31 |
167 |
$12,000 |
8 |
|
Dunhill Financial LLC |
185 |
*New |
2023-12-31 |
174 |
$12,000 |
174 |
|
VitalStone Financial LLC |
286 |
- |
2023-12-31 |
120 |
$9,000 |
40 |
|
Penserra Capital Management LLC |
1105 |
*New |
2023-12-31 |
100 |
$7,000 |
100 |
|
VALLEY NATIONAL ADVISERS INC |
705 |
*New |
2024-03-31 |
94 |
$7,000 |
94 |
|
NBC SECURITIES INC. |
1784 |
- |
2024-03-31 |
87 |
$6,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2365 |
- |
2023-12-31 |
77 |
$6,000 |
7 |
|
HOEY INVESTMENTS INC |
238 |
*New |
2023-12-31 |
70 |
$5,000 |
70 |
|
Spire Wealth Management |
1966 |
- |
2024-03-31 |
57 |
$4,000 |
0 |
|
HOWE & RUSLING INC |
355 |
*New |
2023-12-31 |
40 |
$3,000 |
40 |
|
VAN ECK ASSOCIATES CORP |
1381 |
- |
2023-12-31 |
29 |
$2,000 |
8 |
|
TOWER RESEARCH CAPITAL LLC |
5321 |
*New |
2023-12-31 |
34 |
$2,000 |
34 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
37 |
$2,000 |
0 |
|
American Capital Advisory LLC |
367 |
- |
2023-12-31 |
8 |
$1,000 |
0 |
|
Aptus Capital Advisors LLC |
869 |
*New |
2023-12-31 |
11 |
$1,000 |
11 |
|
FMR LLC |
4607 |
*New |
2023-12-31 |
9 |
$1,000 |
9 |
|
Planned Solutions Inc. |
115 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
PROEQUITIES INC. |
2632 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Goss Wealth Management LLC |
3565 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,907 |
|
WELLS FARGO & CO/MN |
6102 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
PRIVATE TRUST CO NA |
2263 |
*Closed |
2024-03-31 |
0 |
$0 |
-316 |
|
SIGNATUREFD, LLC |
3120 |
*Closed |
2023-12-31 |
0 |
$0 |
-458 |
|
MILLENNIUM MANAGEMENT LLC |
4282 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,106 |
|
Brookstone Capital Management |
923 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,432 |
|
ROYAL BANK OF CANADA |
6913 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,445 |
|
EWG Elevate Inc. |
137 |
*Closed |
2024-03-31 |
0 |
$0 |
-52,481 |
|
BREVAN HOWARD CAPITAL MANAGEMENT LP |
1003 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,388 |
|
J P MORGAN CHASE & CO |
6530 |
*Closed |
2023-12-31 |
0 |
$0 |
-181 |
|
|
71 Records found
|
1
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