|
Institutional
Holders
Total
Institutions:
|
66 4 |
|
Total
shares held :
|
4,143,008 |
|
% of shares
held :
|
79.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
-21,910 |
|
% of shares
held change :
|
-0.42% |
|
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 |
Alaska Permanent Fund Corp |
2 |
- |
2024-03-31 |
3,012,245 |
$374,055,000 |
0 |
|
LPL FINANCIAL CORP |
638 |
- |
2023-12-31 |
299,329 |
$34,252,000 |
28,446 |
|
SUMMIT INVESTMENT ADVISORS INC |
10 |
- |
2023-12-31 |
270,240 |
$30,924,000 |
6,019 |
|
Scarborough Advisors LLC |
8 |
- |
2023-12-31 |
112,759 |
$12,903,000 |
-4,429 |
|
H D Vest Advisory Services |
215 |
- |
2023-12-31 |
62,230 |
$7,121,000 |
11,173 |
|
Kingsview Wealth Management LLC |
156 |
- |
2023-12-31 |
43,613 |
$4,991,000 |
-293 |
|
Provident Wealth Management LLC |
18 |
- |
2024-03-31 |
30,953 |
$3,844,000 |
93 |
|
Equitable Holdings Inc. |
268 |
- |
2023-12-31 |
32,904 |
$3,765,000 |
402 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
638 |
- |
2023-12-31 |
28,020 |
$3,206,000 |
-4,107 |
|
Ausdal Financial Partners Inc. |
73 |
- |
2024-03-31 |
24,208 |
$3,006,000 |
-189 |
|
Dynamic Advisors Solutions LLC |
242 |
- |
2024-03-31 |
23,903 |
$2,968,000 |
2,762 |
|
ENVESTNET ASSET MANAGEMENT INC |
2244 |
- |
2023-12-31 |
24,603 |
$2,815,000 |
-238 |
|
BANK OF AMERICA CORP /DE/ |
3334 |
- |
2023-12-31 |
22,840 |
$2,614,000 |
1,202 |
|
Stratos Wealth Advisors LLC |
159 |
- |
2024-03-31 |
20,416 |
$2,535,000 |
12 |
|
PNC FINANCIAL SERVICES GROUP INC |
844 |
- |
2023-12-31 |
19,813 |
$2,267,000 |
-1,284 |
|
Advisor Group Holdings Inc. |
1804 |
- |
2023-12-31 |
18,706 |
$2,141,000 |
-1,877 |
|
Stratos Wealth Partners LTD. |
450 |
- |
2024-03-31 |
14,867 |
$1,846,000 |
746 |
|
TSFG LLC |
45 |
- |
2024-03-31 |
13,319 |
$1,654,000 |
-3,336 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1836 |
- |
2023-12-31 |
13,219 |
$1,513,000 |
-501 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2239 |
- |
2023-12-31 |
13,064 |
$1,495,000 |
13,064 |
|
HF Advisory Group LLC |
46 |
- |
2024-03-31 |
11,552 |
$1,434,000 |
1,632 |
|
Financial Freedom LLC |
30 |
- |
2024-03-31 |
11,420 |
$1,418,000 |
-32 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1841 |
- |
2024-03-31 |
11,244 |
$1,396,000 |
-99 |
|
MML INVESTORS SERVICES LLC |
1304 |
- |
2023-12-31 |
9,449 |
$1,081,000 |
40 |
|
SOA Wealth Advisors LLC. |
68 |
- |
2024-03-31 |
8,168 |
$1,014,000 |
481 |
|
Fifth Third Securities Inc. |
162 |
*New |
2024-03-31 |
7,731 |
$960,000 |
7,731 |
|
Ameritas Advisory Services LLC |
318 |
- |
2023-12-31 |
7,554 |
$866,000 |
666 |
|
LINCOLN NATIONAL CORP |
490 |
*New |
2023-12-31 |
7,537 |
$863,000 |
7,537 |
|
Cetera Investment Advisers |
1267 |
- |
2023-12-31 |
6,539 |
$748,000 |
-5,403 |
|
RAYMOND JAMES & ASSOCIATES |
2871 |
- |
2024-03-31 |
5,124 |
$636,000 |
-6,956 |
|
Avant Capital LLC |
30 |
- |
2023-09-30 |
5,982 |
$627,000 |
755 |
|
Buckingham Strategic Partners |
228 |
- |
2023-12-31 |
5,067 |
$580,000 |
-138 |
|
WealthCare Investment Partners LLC |
75 |
- |
2024-03-31 |
4,530 |
$563,000 |
-2,483 |
|
PACIFIC SUN FINANCIAL CORP |
92 |
- |
2023-12-31 |
4,792 |
$548,000 |
30 |
|
RAYMOND JAMES TRUST CO |
691 |
*New |
2024-03-31 |
4,341 |
$539,000 |
4,341 |
|
WFA Asset Management Corp |
34 |
- |
2024-03-31 |
4,119 |
$511,000 |
222 |
|
CITADEL ADVISORS LLC |
3695 |
- |
2023-12-31 |
3,966 |
$454,000 |
3,966 |
|
Atria Wealth Solutions Inc. |
1275 |
- |
2023-12-31 |
3,781 |
$433,000 |
267 |
|
FINANCIAL NETWORK |
2000 |
- |
2023-12-31 |
3,743 |
$428,000 |
-97 |
|
Grey Fox Wealth Advisors LLC |
65 |
- |
2024-03-31 |
3,365 |
$418,000 |
-70 |
|
Arete Wealth Advisors LLC |
450 |
- |
2023-12-31 |
3,644 |
$417,000 |
3,644 |
|
Fermata Advisors LLC |
128 |
- |
2024-03-31 |
3,127 |
$388,000 |
-7,649 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2573 |
- |
2024-03-31 |
2,791 |
$347,000 |
-623 |
|
FLAGSHIP HARBOR ADVISORS LLC |
485 |
- |
2024-03-31 |
2,747 |
$341,000 |
-136 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1024 |
- |
2023-12-31 |
2,766 |
$317,000 |
133 |
|
MARINER WEALTH ADVISORS, LLC |
2368 |
*New |
2023-12-31 |
2,564 |
$293,000 |
2,564 |
|
PFG Advisors |
494 |
- |
2023-12-31 |
2,521 |
$288,000 |
-6 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
346 |
- |
2023-12-31 |
2,184 |
$250,000 |
1,345 |
|
Newbridge Financial Services Group Inc. |
181 |
- |
2024-03-31 |
1,735 |
$215,000 |
0 |
|
Geneos Wealth Management Inc. |
|
*New |
2023-12-31 |
1,423 |
$163,000 |
1,423 |
|
COMERICA BANK |
2351 |
*New |
2023-12-31 |
1,303 |
$149,000 |
1,303 |
|
TOWER RESEARCH CAPITAL LLC |
2323 |
- |
2023-12-31 |
1,292 |
$148,000 |
1,232 |
|
Glass Jacobson Investment Advisors llc |
287 |
- |
2024-03-31 |
728 |
$90,000 |
196 |
|
UBS Group AG |
5258 |
*New |
2023-12-31 |
435 |
$50,000 |
435 |
|
US BANCORP |
2674 |
- |
2023-12-31 |
400 |
$46,000 |
19 |
|
CWM LLC |
2334 |
- |
2024-03-31 |
359 |
$45,000 |
-27 |
|
PSI Advisors LLC |
285 |
- |
2024-03-31 |
323 |
$40,000 |
1 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
321 |
$36,000 |
2 |
|
ROYAL BANK OF CANADA |
5502 |
- |
2023-12-31 |
246 |
$28,000 |
-135 |
|
PRINCIPAL SECURITIES INC. |
1737 |
- |
2023-12-31 |
237 |
$27,000 |
0 |
|
VitalStone Financial LLC |
246 |
- |
2023-12-31 |
141 |
$16,000 |
1 |
|
Coppell Advisory Solutions LLC |
832 |
*New |
2023-12-31 |
130 |
$15,000 |
130 |
|
HighMark Wealth Management LLC |
|
- |
2023-12-31 |
75 |
$9,000 |
0 |
|
FMR LLC |
4273 |
- |
2023-12-31 |
45 |
$5,000 |
33 |
|
JJJ Advisors Inc. |
810 |
- |
2024-03-31 |
24 |
$3,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1518 |
- |
2023-12-31 |
20 |
$2,000 |
-992 |
|
Global Retirement Partners LLC |
2722 |
- |
2024-03-31 |
20 |
$2,000 |
0 |
|
Ronald Blue Trust Inc. |
2442 |
*New |
2023-12-31 |
8 |
$1,000 |
8 |
|
HARBOUR INVESTMENTS INC. |
3021 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
RIA Advisory Group LLC |
177 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,489 |
|
WELLS FARGO & CO/MN |
6662 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
8807 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7721 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
|
73 Records found
|
1
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