|
Institutional
Holders
Total
Institutions:
|
93 2 |
|
Total
shares held :
|
5,874,913 |
|
% of shares
held :
|
65.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
-299,337 |
|
% of shares
held change :
|
-3.33% |
|
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 |
3 |
- |
2024-03-31 |
3,312,764 |
$359,958,000 |
0 |
|
LPL FINANCIAL CORP |
436 |
- |
2023-12-31 |
602,426 |
$60,676,000 |
11,711 |
|
AMERIPRISE FINANCIAL INC |
809 |
- |
2023-12-31 |
456,546 |
$46,065,000 |
-198,269 |
|
CREATIVE PLANNING |
215 |
- |
2023-12-31 |
231,684 |
$23,335,000 |
9,209 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
534 |
- |
2024-03-31 |
170,187 |
$18,492,000 |
9,993 |
|
Arden Trust Co |
16 |
- |
2024-03-31 |
134,388 |
$14,602,000 |
696 |
|
MARINER WEALTH ADVISORS, LLC |
420 |
- |
2023-12-31 |
120,117 |
$12,098,000 |
16,910 |
|
ENVESTNET ASSET MANAGEMENT INC |
1586 |
- |
2023-12-31 |
78,082 |
$7,864,000 |
842 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
448 |
- |
2023-12-31 |
72,230 |
$7,275,000 |
-11,808 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
56,127 |
$6,099,000 |
5,558 |
|
IHT Wealth Management LLC |
83 |
- |
2023-12-31 |
60,175 |
$6,061,000 |
2,504 |
|
RAYMOND JAMES & ASSOCIATES |
1474 |
- |
2024-03-31 |
53,943 |
$5,861,000 |
4,007 |
|
Arkadios Wealth Advisors |
|
- |
2024-03-31 |
49,089 |
$5,334,000 |
-1,158 |
|
Concurrent Investment Advisors LLC |
109 |
- |
2023-12-31 |
44,485 |
$4,480,000 |
0 |
|
Pallas Capital Advisors LLC |
112 |
*New |
2024-03-31 |
33,971 |
$3,691,000 |
33,971 |
|
Family Investment Center Inc. |
22 |
*New |
2024-03-31 |
32,498 |
$3,531,000 |
32,498 |
|
BANK OF AMERICA CORP /DE/ |
3131 |
- |
2023-12-31 |
34,061 |
$3,431,000 |
3,322 |
|
Aspire Wealth Management Corp |
|
- |
2024-03-31 |
24,461 |
$2,658,000 |
-23,370 |
|
Integrated Wealth Concepts LLC |
392 |
- |
2023-12-31 |
25,422 |
$2,561,000 |
674 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1623 |
- |
2024-03-31 |
22,853 |
$2,483,000 |
1,138 |
|
Crumly & Associates Inc. |
|
- |
2024-03-31 |
19,948 |
$2,167,000 |
-1,267 |
|
Equitable Holdings Inc. |
398 |
- |
2023-12-31 |
20,838 |
$2,099,000 |
-6,895 |
|
Collaborative Wealth Managment Inc. |
24 |
- |
2023-12-31 |
20,503 |
$2,065,000 |
-1,066 |
|
MML INVESTORS SERVICES LLC |
1064 |
- |
2023-12-31 |
17,349 |
$1,747,000 |
1,737 |
|
LEAVELL T & ASSOCIATES INC |
194 |
- |
2024-03-31 |
15,490 |
$1,683,000 |
274 |
|
Baird Financial Group Inc. |
1035 |
- |
2023-12-31 |
14,014 |
$1,411,000 |
207 |
|
FINANCIAL NETWORK |
1159 |
- |
2023-12-31 |
13,869 |
$1,397,000 |
76 |
|
Kingsview Wealth Management LLC |
423 |
- |
2023-12-31 |
11,521 |
$1,160,000 |
3,366 |
|
Horizon Wealth Management LLC |
26 |
- |
2024-03-31 |
10,631 |
$1,155,000 |
884 |
|
FMA Wealth Management LLC |
|
- |
2024-03-31 |
10,510 |
$1,142,000 |
2,987 |
|
Advisor Group Holdings Inc. |
2500 |
- |
2023-12-31 |
9,864 |
$994,000 |
-4,658 |
|
Global Retirement Partners LLC |
363 |
- |
2024-03-31 |
8,999 |
$978,000 |
-257 |
|
Capital Asset Advisory Services LLC |
137 |
- |
2024-03-31 |
8,748 |
$939,000 |
789 |
|
Strategic Financial Concepts LLC |
110 |
- |
2024-03-31 |
8,194 |
$890,000 |
8,194 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
7,638 |
$830,000 |
0 |
|
H D Vest Advisory Services |
788 |
- |
2023-12-31 |
8,094 |
$815,000 |
102 |
|
AXXCESS WEALTH MANAGEMENT LLC |
400 |
- |
2023-12-31 |
7,959 |
$802,000 |
518 |
|
Fifth Third Securities Inc. |
170 |
- |
2024-03-31 |
7,349 |
$799,000 |
156 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1944 |
- |
2024-03-31 |
6,757 |
$734,000 |
127 |
|
BB&T CORP |
1742 |
- |
2023-12-31 |
7,233 |
$729,000 |
1,735 |
|
Cetera Investment Advisers |
1296 |
- |
2023-12-31 |
7,084 |
$713,000 |
-66 |
|
TITLEIST ASSET MANAGEMENT LTD. |
117 |
- |
2022-12-31 |
7,403 |
$694,000 |
1,584 |
|
ESSEX FINANCIAL SERVICES INC |
299 |
- |
2024-03-31 |
5,266 |
$572,000 |
801 |
|
RFG Advisory Group LLC |
489 |
- |
2024-03-31 |
4,925 |
$535,000 |
226 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
5,161 |
$520,000 |
9 |
|
Atlas Private Wealth Advisors |
82 |
- |
2023-12-31 |
4,876 |
$491,000 |
-422 |
|
CENTAURUS FINANCIAL INC. |
375 |
- |
2023-12-31 |
4,798 |
$483,000 |
-1,006 |
|
Venture Visionary Partners LLC |
368 |
*New |
2023-12-31 |
4,331 |
$436,000 |
4,331 |
|
Quadcap Wealth Management LLC |
225 |
- |
2023-12-31 |
4,089 |
$412,000 |
0 |
|
Kestra Advisory Services LLC |
1647 |
- |
2023-12-31 |
3,969 |
$400,000 |
-16,677 |
|
Ally Invest Advisors Inc. |
45 |
- |
2023-12-31 |
3,755 |
$378,000 |
-193 |
|
Gladstone Institutional Advisory LLC |
474 |
- |
2023-12-31 |
3,743 |
$377,000 |
375 |
|
Galvin Gaustad & Stein LLC |
142 |
- |
2024-03-31 |
3,312 |
$360,000 |
-500 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4250 |
- |
2023-12-31 |
3,433 |
$346,000 |
-744 |
|
Belpointe Asset Management LLC |
479 |
- |
2023-12-31 |
3,399 |
$342,000 |
-2,536 |
|
We Are One Seven LLC |
670 |
*New |
2023-12-31 |
3,309 |
$333,000 |
3,309 |
|
Dynamic Advisors Solutions LLC |
726 |
- |
2024-03-31 |
3,067 |
$333,000 |
-2,328 |
|
Rodgers & Associates LTD |
73 |
- |
2023-12-31 |
3,238 |
$326,000 |
98 |
|
ROOF EIDAM & MAYCOCK/ADV |
95 |
- |
2023-12-31 |
3,128 |
$315,000 |
-258 |
|
Western Wealth Management LLC |
496 |
- |
2024-03-31 |
2,844 |
$309,000 |
0 |
|
IVC Wealth Advisors LLC |
123 |
- |
2024-03-31 |
2,765 |
$300,000 |
0 |
|
ANGELES WEALTH MANAGEMENT LLC |
162 |
- |
2023-12-31 |
2,616 |
$263,000 |
0 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
2,531 |
$255,000 |
2,531 |
|
TWO SIGMA INVESTMENTS LLC |
2615 |
*New |
2023-12-31 |
2,500 |
$252,000 |
2,500 |
|
Main Street Financial Solutions LLC |
447 |
- |
2024-03-31 |
2,322 |
$252,000 |
0 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
503 |
- |
2023-12-31 |
2,481 |
$249,000 |
9 |
|
XML Financial LLC |
288 |
- |
2023-12-31 |
2,446 |
$246,000 |
-500 |
|
FLAGSHIP HARBOR ADVISORS LLC |
582 |
- |
2024-03-31 |
2,244 |
$244,000 |
-634 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2037 |
- |
2024-03-31 |
2,235 |
$243,000 |
0 |
|
Financial Partners Group Inc |
152 |
- |
2023-12-31 |
2,318 |
$234,000 |
-426 |
|
Financial Freedom LLC |
92 |
- |
2024-03-31 |
2,154 |
$234,000 |
7 |
|
Mayfair Advisory Group LLC |
123 |
- |
2024-03-31 |
2,129 |
$231,000 |
-100 |
|
McAdam LLC |
272 |
*New |
2024-03-31 |
2,079 |
$226,000 |
2,079 |
|
TOWER RESEARCH CAPITAL LLC |
1999 |
- |
2023-12-31 |
2,225 |
$224,000 |
-2,573 |
|
FLOW TRADERS U.S. LLC |
624 |
- |
2023-12-31 |
2,206 |
$222,000 |
2,206 |
|
SHEETS SMITH & ASSOCIATES INC |
302 |
- |
2023-09-30 |
2,352 |
$215,000 |
0 |
|
Atria Wealth Solutions Inc. |
1715 |
- |
2023-12-31 |
2,110 |
$213,000 |
2,110 |
|
LOCKERMAN FINANCIAL GROUP INC. |
102 |
*New |
2024-03-31 |
1,950 |
$212,000 |
1,950 |
|
VALMARK ADVISERS INC |
465 |
*New |
2023-12-31 |
2,108 |
$212,000 |
2,108 |
|
Newbridge Financial Services Group Inc. |
190 |
- |
2024-03-31 |
1,865 |
$203,000 |
950 |
|
Cornerstone Planning Group LLC |
86 |
- |
2023-12-31 |
1,842 |
$186,000 |
1,010 |
|
Glass Jacobson Investment Advisors llc |
243 |
*New |
2024-03-31 |
1,265 |
$137,000 |
1,265 |
|
HARBOUR INVESTMENTS INC. |
1053 |
- |
2023-12-31 |
1,230 |
$124,000 |
0 |
|
ROYAL BANK OF CANADA |
4815 |
- |
2023-12-31 |
1,233 |
$124,000 |
-4,752 |
|
Bogart Wealth LLC |
255 |
- |
2024-03-31 |
1,104 |
$120,000 |
0 |
|
MORGAN STANLEY |
5690 |
- |
2023-12-31 |
1,160 |
$117,000 |
252 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
714 |
$78,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
600 |
$65,000 |
0 |
|
J P MORGAN CHASE & CO |
4722 |
*New |
2023-12-31 |
510 |
$51,000 |
510 |
|
Larson Financial Group LLC |
|
- |
2024-03-31 |
455 |
$49,000 |
-27 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1296 |
- |
2024-03-31 |
437 |
$47,000 |
109 |
|
UBS Group AG |
5353 |
- |
2023-12-31 |
416 |
$42,000 |
-381 |
|
Tyler-Stone Wealth Management |
387 |
- |
2023-12-31 |
401 |
$40,000 |
241 |
|
PRINCIPAL SECURITIES INC. |
1660 |
- |
2023-12-31 |
320 |
$32,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2169 |
*New |
2023-12-31 |
311 |
$31,000 |
311 |
|
Winthrop Capital Management LLC |
189 |
- |
2023-12-31 |
224 |
$23,000 |
0 |
|
Goss Wealth Management LLC |
2528 |
- |
2023-12-31 |
220 |
$22,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
150 |
$16,000 |
-11,716 |
|
US BANCORP |
3392 |
- |
2023-12-31 |
58 |
$6,000 |
-166 |
|
PNC FINANCIAL SERVICES GROUP INC |
4028 |
- |
2023-12-31 |
32 |
$3,000 |
0 |
|
|
100 Records found
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1
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