|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
7,839,406 |
|
% of shares
held :
|
8.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
-718,238 |
|
% of shares
held change :
|
-0.8% |
|
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 |
INVESCO LTD |
888 |
- |
2023-12-31 |
1,736,303 |
$67,369,000 |
-12,145 |
|
LPL FINANCIAL CORP |
486 |
- |
2023-12-31 |
1,334,199 |
$51,767,000 |
-133,434 |
|
PFS INVESTMENTS INC. |
56 |
- |
2023-06-30 |
866,963 |
$31,410,000 |
38,422 |
|
BANK OF NEW YORK MELLON CORP |
1516 |
- |
2024-03-31 |
587,546 |
$22,192,000 |
-426,126 |
|
SEARCY FINANCIAL SERVICES INC /ADV |
4 |
- |
2024-03-31 |
573,261 |
$21,652,000 |
24,562 |
|
Solano Wealth Management Inc. |
3 |
- |
2023-12-31 |
474,369 |
$18,406,000 |
20,728 |
|
GeoWealth Management LLC |
19 |
- |
2023-12-31 |
340,370 |
$13,207,000 |
10,332 |
|
First Command Advisory Services Inc. |
23 |
- |
2023-12-31 |
263,615 |
$10,228,000 |
50,572 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
788 |
- |
2024-03-31 |
270,159 |
$10,204,000 |
-38,113 |
|
Advisor Group Holdings Inc. |
810 |
- |
2023-12-31 |
256,597 |
$9,956,000 |
-227,047 |
|
BANK OF AMERICA CORP /DE/ |
2453 |
- |
2023-12-31 |
236,080 |
$9,160,000 |
-61,896 |
|
We Are One Seven LLC |
54 |
- |
2023-12-31 |
186,129 |
$7,222,000 |
6,773 |
|
First Command Financial Services Inc. |
23 |
*New |
2023-06-30 |
134,269 |
$4,865,000 |
134,269 |
|
First Command Bank |
23 |
*New |
2023-06-30 |
134,269 |
$4,865,000 |
134,269 |
|
MML INVESTORS SERVICES LLC |
678 |
- |
2023-12-31 |
108,304 |
$4,202,000 |
-10,084 |
|
Steward Partners Investment Advisory LLC |
335 |
- |
2023-12-31 |
99,589 |
$3,864,000 |
10,479 |
|
ENVESTNET ASSET MANAGEMENT INC |
2057 |
- |
2023-12-31 |
99,575 |
$3,864,000 |
-9,278 |
|
IAG Wealth Partners LLC |
30 |
- |
2024-03-31 |
87,497 |
$3,305,000 |
10,252 |
|
Traction Financial Partners LLC |
13 |
- |
2023-12-31 |
77,678 |
$3,014,000 |
0 |
|
UBS Group AG |
2609 |
- |
2023-12-31 |
64,972 |
$2,521,000 |
9,519 |
|
H D Vest Advisory Services |
456 |
- |
2023-12-31 |
61,933 |
$2,403,000 |
32,104 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1700 |
- |
2023-12-31 |
49,205 |
$1,909,000 |
-2,771 |
|
Avestar Capital LLC |
59 |
- |
2023-12-31 |
48,734 |
$1,891,000 |
14,182 |
|
Private Advisor Group LLC |
818 |
- |
2023-12-31 |
45,772 |
$1,776,000 |
12,610 |
|
Concurrent Investment Advisors LLC |
251 |
- |
2023-12-31 |
44,881 |
$1,741,000 |
0 |
|
BB&T CORP |
1302 |
- |
2023-12-31 |
44,586 |
$1,730,000 |
-30,011 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2076 |
- |
2023-12-31 |
43,051 |
$1,670,000 |
-65,412 |
|
Lionsbridge Wealth Management LLC |
34 |
- |
2023-12-31 |
32,058 |
$1,244,000 |
11,146 |
|
Stratos Wealth Partners LTD. |
641 |
- |
2024-03-31 |
26,137 |
$987,000 |
-21,148 |
|
ORRSTOWN FINANCIAL SERVICES INC |
31 |
- |
2024-03-31 |
24,540 |
$927,000 |
2,288 |
|
IFG Advisory LLC |
297 |
- |
2023-12-31 |
19,260 |
$747,000 |
1,583 |
|
MARINER WEALTH ADVISORS, LLC |
1756 |
- |
2023-12-31 |
16,834 |
$653,000 |
-481,745 |
|
AJ WEALTH STRATEGIES LLC |
162 |
- |
2023-06-30 |
17,225 |
$624,000 |
0 |
|
ERn Financial LLC |
125 |
- |
2024-03-31 |
16,284 |
$615,000 |
-818 |
|
Equitable Holdings Inc. |
758 |
- |
2023-12-31 |
13,654 |
$530,000 |
400 |
|
Apella Capital LLC |
189 |
- |
2024-03-31 |
14,148 |
$525,000 |
-192 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
12,842 |
$498,000 |
-4,466 |
|
ROYAL BANK OF CANADA |
3699 |
- |
2023-12-31 |
12,145 |
$472,000 |
-24,545 |
|
MORGAN STANLEY |
5215 |
- |
2023-12-31 |
10,559 |
$410,000 |
2,903 |
|
Collaborative Wealth Managment Inc. |
95 |
- |
2023-12-31 |
10,396 |
$403,000 |
-1,447 |
|
TWO SIGMA INVESTMENTS LLC |
2473 |
- |
2023-12-31 |
9,500 |
$369,000 |
1,500 |
|
Arete Wealth Advisors LLC |
489 |
*New |
2023-12-31 |
9,379 |
$364,000 |
9,379 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
423 |
- |
2023-12-31 |
9,347 |
$362,000 |
-556 |
|
Dynamic Advisors Solutions LLC |
761 |
- |
2024-03-31 |
7,898 |
$298,000 |
-296 |
|
PAX Financial Group LLC |
195 |
*New |
2023-12-31 |
8,066 |
$291,000 |
8,066 |
|
ARQ WEALTH ADVISORS LLC |
57 |
*New |
2023-12-31 |
6,489 |
$252,000 |
6,489 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
634 |
- |
2023-12-31 |
6,255 |
$243,000 |
0 |
|
Cetera Investment Advisers |
1916 |
*New |
2023-12-31 |
6,161 |
$239,000 |
6,161 |
|
CITADEL ADVISORS LLC |
4352 |
*New |
2023-12-31 |
5,603 |
$217,000 |
5,603 |
|
Milestone Investment Advisors LLC |
78 |
- |
2023-12-31 |
3,633 |
$141,000 |
68 |
|
ORG Partners LLC |
327 |
- |
2023-12-31 |
3,212 |
$125,000 |
2,561 |
|
Aspire Private Capital LLC |
210 |
- |
2024-03-31 |
2,078 |
$78,000 |
-2 |
|
PROEQUITIES INC. |
1140 |
- |
2023-12-31 |
1,249 |
$48,000 |
0 |
|
Global Retirement Partners LLC |
1510 |
- |
2024-03-31 |
994 |
$38,000 |
-256 |
|
Tanglewood Legacy Advisors LLC |
178 |
*New |
2024-03-31 |
1,000 |
$38,000 |
1,000 |
|
Frazier Financial Advisors LLC |
162 |
- |
2023-12-31 |
891 |
$35,000 |
0 |
|
EdgeRock Capital LLC |
136 |
*New |
2023-12-31 |
966 |
$35,000 |
966 |
|
AdvisorNet Financial Inc |
934 |
- |
2024-03-31 |
875 |
$33,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
478 |
- |
2024-03-31 |
500 |
$19,000 |
0 |
|
PRIVATE TRUST CO NA |
1507 |
- |
2024-03-31 |
433 |
$16,000 |
-134 |
|
ADVISORY SERVICES NETWORK, LLC |
2689 |
*New |
2023-12-31 |
343 |
$13,000 |
343 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2730 |
- |
2023-12-31 |
144 |
$6,000 |
144 |
|
SRS Capital Advisors Inc. |
887 |
- |
2023-12-31 |
123 |
$5,000 |
0 |
|
PSI Advisors LLC |
616 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2589 |
- |
2023-12-31 |
73 |
$3,000 |
0 |
|
FMR LLC |
4450 |
- |
2023-12-31 |
45 |
$2,000 |
44 |
|
WOLFF WIESE MAGANA LLC |
548 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1703 |
*Closed |
2023-12-31 |
0 |
$0 |
-67 |
|
Ameritas Advisory Services LLC |
714 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,530 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1577 |
*Closed |
2023-12-31 |
0 |
$0 |
-499 |
|
JANE STREET GROUP LLC |
5629 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,964 |
|
J P MORGAN CHASE & CO |
6118 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
Householder Group Estate & Retirement Specialist L |
|
*Closed |
2023-12-31 |
0 |
$0 |
-1,100 |
|
Integrated Wealth Concepts LLC |
1617 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,444 |
|
BKM Wealth Management LLC |
495 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,422 |
|
LEAVELL T & ASSOCIATES INC |
479 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,110 |
|
DENVER WEALTH MANAGEMENT INC. |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,614 |
|
|
77 Records found
|
1
|
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