|
Institutional
Holders
Total
Institutions:
|
60 4 |
|
Total
shares held :
|
8,690,661 |
|
% of shares
held :
|
14.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-68,681 |
|
% of shares
held change :
|
-0.11% |
|
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 |
MORGAN STANLEY |
2935 |
- |
2023-12-31 |
1,533,174 |
$15,286,000 |
-513,507 |
|
BANK OF AMERICA CORP /DE/ |
2158 |
- |
2023-12-31 |
1,267,631 |
$12,638,000 |
-110,447 |
|
GUGGENHEIM CAPITAL LLC |
287 |
- |
2023-12-31 |
1,084,323 |
$10,811,000 |
-62,740 |
|
UBS Group AG |
1487 |
- |
2023-12-31 |
956,829 |
$9,540,000 |
-491,945 |
|
Melone Private Wealth LLC |
13 |
- |
2023-12-31 |
500,962 |
$4,995,000 |
68,722 |
|
ROYAL BANK OF CANADA |
2061 |
- |
2023-12-31 |
398,734 |
$3,975,000 |
316,895 |
|
FIXED INCOME SECURITIES INC |
419 |
- |
2023-12-31 |
275,039 |
$2,742,000 |
-107,886 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
111 |
- |
2023-12-31 |
239,821 |
$2,391,000 |
226,573 |
|
WELLS FARGO & CO/MN |
2421 |
- |
2023-12-31 |
226,721 |
$2,260,000 |
52,962 |
|
KENNEDY INVESTMENT GROUP |
28 |
- |
2024-03-31 |
170,784 |
$1,805,000 |
-1,253 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
40 |
*New |
2023-12-31 |
177,196 |
$1,763,000 |
177,196 |
|
Logan Stone Capital LLC |
77 |
*New |
2023-12-31 |
166,263 |
$1,658,000 |
166,263 |
|
Capital Investment Advisors LLC |
212 |
- |
2024-03-31 |
155,100 |
$1,639,000 |
11,000 |
|
Gridiron Partners LLC |
19 |
- |
2023-12-31 |
154,849 |
$1,544,000 |
0 |
|
Alpine Partners VI LLC |
47 |
*New |
2023-12-31 |
141,465 |
$1,410,000 |
141,465 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1999 |
- |
2023-12-31 |
121,175 |
$1,208,000 |
-71,705 |
|
RAYMOND JAMES & ASSOCIATES |
2463 |
- |
2024-03-31 |
113,843 |
$1,203,000 |
19,546 |
|
Kestra Advisory Services LLC |
1084 |
- |
2023-12-31 |
106,748 |
$1,064,000 |
310 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2093 |
- |
2024-03-31 |
88,566 |
$936,000 |
75,351 |
|
Advisor Group Holdings Inc. |
2751 |
- |
2023-12-31 |
77,997 |
$778,000 |
37,451 |
|
GOODWIN DANIEL L |
33 |
- |
2023-09-30 |
75,350 |
$730,000 |
13,000 |
|
Wakefield Asset Management LLLP |
|
*New |
2023-12-31 |
72,309 |
$721,000 |
72,309 |
|
Tyche Wealth Partners LLC |
105 |
- |
2024-03-31 |
64,145 |
$678,000 |
20,000 |
|
Americana Partners LLC |
|
- |
2023-12-31 |
54,762 |
$546,000 |
0 |
|
WESPAC ADVISORS, LLC |
102 |
*New |
2024-03-31 |
50,468 |
$533,000 |
50,468 |
|
WOLVERINE ASSET MANAGEMENT LLC |
442 |
- |
2023-12-31 |
45,948 |
$458,000 |
43,395 |
|
MELFA WEALTH MANAGEMENT LLC |
84 |
- |
2024-03-31 |
40,782 |
$431,000 |
127 |
|
KINGSWOOD WEALTH ADVISORS LLC |
397 |
*New |
2024-03-31 |
37,650 |
$398,000 |
37,650 |
|
NATIONAL ASSET MANAGEMENT, INC. |
935 |
- |
2023-12-31 |
39,047 |
$389,000 |
-1,448 |
|
NOMURA HOLDINGS INC |
779 |
*New |
2023-12-31 |
32,450 |
$324,000 |
32,450 |
|
WEDBUSH MORGAN SECURITIES INC |
740 |
- |
2023-12-31 |
31,992 |
$319,000 |
1,400 |
|
COHEN & STEERS INC |
312 |
- |
2023-12-31 |
30,000 |
$299,000 |
15,237 |
|
INVESCO LTD |
3324 |
- |
2023-12-31 |
29,356 |
$293,000 |
-248 |
|
LPL FINANCIAL CORP |
4098 |
- |
2023-12-31 |
27,083 |
$270,000 |
-4,057 |
|
PFG Investments LLC |
801 |
*New |
2024-03-31 |
24,100 |
$255,000 |
24,100 |
|
STIFEL FINANCIAL CORP |
2929 |
- |
2023-12-31 |
25,367 |
$253,000 |
-772 |
|
ELEQUIN CAPITAL LP |
98 |
*New |
2023-12-31 |
23,373 |
$233,000 |
23,373 |
|
CITADEL ADVISORS LLC |
4440 |
- |
2023-12-31 |
19,704 |
$196,000 |
8,583 |
|
Retirement Planning Co of New England Inc. |
221 |
- |
2023-12-31 |
19,000 |
$189,000 |
-4,000 |
|
Mystic Asset Management Inc. |
158 |
- |
2023-12-31 |
19,000 |
$189,000 |
-4,000 |
|
Kingsview Wealth Management LLC |
908 |
- |
2023-12-31 |
18,246 |
$182,000 |
-2,000 |
|
Quarry LP |
127 |
- |
2023-12-31 |
18,300 |
$182,000 |
0 |
|
CLOUGH CAPITAL PARTNERS L P |
181 |
- |
2023-12-31 |
18,300 |
$182,000 |
0 |
|
FIRST TRUST ADVISORS LP |
2304 |
- |
2023-12-31 |
17,427 |
$174,000 |
-9,259 |
|
HIGHTOWER ADVISORS, LLC |
2997 |
- |
2023-12-31 |
16,165 |
$161,000 |
3,322 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
477 |
*New |
2023-12-31 |
15,940 |
$159,000 |
15,940 |
|
COMERICA BANK |
2360 |
- |
2023-12-31 |
14,627 |
$146,000 |
-3,000 |
|
FIRST NATIONAL TRUST CO |
368 |
*New |
2024-03-31 |
13,805 |
$146,000 |
13,805 |
|
XML Financial LLC |
319 |
- |
2023-12-31 |
13,750 |
$137,000 |
-26,000 |
|
LM Advisors LLC |
229 |
- |
2023-12-31 |
11,905 |
$119,000 |
0 |
|
BB&T CORP |
2500 |
- |
2023-12-31 |
11,884 |
$118,000 |
-13,388 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
476 |
- |
2024-03-31 |
10,545 |
$111,000 |
0 |
|
Fairhaven Wealth Management LLC |
114 |
- |
2023-12-31 |
10,703 |
$107,000 |
0 |
|
Walleye Trading Advisors LLC |
1517 |
*New |
2023-12-31 |
10,518 |
$105,000 |
10,518 |
|
IFP Advisors Inc |
1827 |
- |
2023-12-31 |
2,243 |
$22,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
729 |
- |
2024-03-31 |
1,665 |
$18,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2451 |
- |
2023-12-31 |
1,671 |
$17,000 |
0 |
|
Goss Wealth Management LLC |
2749 |
- |
2023-12-31 |
1,246 |
$12,000 |
0 |
|
Larson Financial Group LLC |
984 |
*New |
2023-12-31 |
1,098 |
$11,000 |
1,098 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2551 |
- |
2023-12-31 |
1,135 |
$11,000 |
-865 |
|
Ronald Blue Trust Inc. |
1883 |
*New |
2023-12-31 |
500 |
$5,000 |
500 |
|
Leisure Capital Management |
128 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,000 |
|
TOWER RESEARCH CAPITAL LLC |
5793 |
*Closed |
2023-12-31 |
0 |
$0 |
-437 |
|
PROEQUITIES INC. |
4437 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MILLENNIUM MANAGEMENT LLC |
4028 |
*Closed |
2023-12-31 |
0 |
$0 |
-85,112 |
|
LexAurum Advisors LLC |
307 |
*Closed |
2024-03-31 |
0 |
$0 |
-100,355 |
|
AlphaCentric Advisors LLC |
239 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
Ackerman Capital Advisors LLC |
106 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,963 |
|
Beaumont Financial Advisors LLC |
351 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,000 |
|
FNY Investment Advisers LLC |
744 |
*Closed |
2023-12-31 |
0 |
$0 |
-800 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
537 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,000 |
|
CREATIVE PLANNING |
3010 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,400 |
|
S.A. Mason LLC |
317 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,755 |
|
WealthBridge Capital Management LLC |
185 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,800 |
|
JOURNEY STRATEGIC WEALTH LLC |
263 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,000 |
|
|
75 Records found
|
1
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