|
Institutional
Holders
Total
Institutions:
|
124 2 |
|
Total
shares held :
|
17,695,335 |
|
% of shares
held :
|
77.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-1,159,189 |
|
% of shares
held change :
|
-5.1% |
|
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 |
Morton Capital Management LLC/CA |
1 |
- |
2024-03-31 |
4,529,103 |
$97,285,000 |
91,986 |
|
LPL FINANCIAL CORP |
697 |
- |
2023-12-31 |
1,497,901 |
$29,898,000 |
-81,831 |
|
PITCAIRN CO |
7 |
- |
2023-12-31 |
1,227,033 |
$24,492,000 |
-34,719 |
|
VAN ECK ASSOCIATES CORP |
266 |
- |
2023-12-31 |
914,963 |
$18,263,000 |
-12,946 |
|
FINANCIAL NETWORK |
269 |
- |
2023-12-31 |
685,992 |
$13,692,000 |
31,612 |
|
AMERIPRISE FINANCIAL INC |
1723 |
- |
2023-12-31 |
505,130 |
$10,051,000 |
-10,496 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
13 |
- |
2023-12-31 |
434,142 |
$8,665,000 |
-19,150 |
|
ENVESTNET ASSET MANAGEMENT INC |
1567 |
- |
2023-12-31 |
407,798 |
$8,140,000 |
-112,258 |
|
Starfox Financial Services LLC |
5 |
- |
2023-12-31 |
403,729 |
$8,058,000 |
26,485 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
545 |
- |
2024-03-31 |
351,807 |
$7,557,000 |
54,610 |
|
Modern Wealth Management LLC |
18 |
- |
2023-12-31 |
374,299 |
$7,471,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
800 |
- |
2023-12-31 |
362,575 |
$7,241,000 |
-652 |
|
Euro Pacific Asset Management LLC |
27 |
- |
2023-12-31 |
346,772 |
$6,997,000 |
-11,101 |
|
Lifeworks Advisors LLC |
6 |
- |
2023-12-31 |
335,107 |
$6,689,000 |
-4,965 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
980 |
- |
2023-12-31 |
296,884 |
$5,926,000 |
10,332 |
|
MONEY CONCEPTS CAPITAL CORP |
62 |
- |
2023-12-31 |
255,454 |
$5,099,000 |
6,086 |
|
IHT Wealth Management LLC |
95 |
- |
2023-12-31 |
253,840 |
$5,067,000 |
18,992 |
|
MML INVESTORS SERVICES LLC |
586 |
- |
2023-12-31 |
253,732 |
$5,064,000 |
-43,511 |
|
Goss Wealth Management LLC |
344 |
*New |
2023-12-31 |
255,131 |
$5,006,000 |
255,131 |
|
SILVER OAK SECURITIES Inc |
35 |
- |
2023-12-31 |
247,944 |
$4,949,000 |
122,003 |
|
Barber Financial Group Inc. |
20 |
- |
2023-03-31 |
239,972 |
$4,583,000 |
5,837 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1141 |
- |
2023-12-31 |
226,063 |
$4,512,000 |
9,008 |
|
RAYMOND JAMES & ASSOCIATES |
1696 |
- |
2023-12-31 |
191,200 |
$3,816,000 |
-22,923 |
|
Advisor Group Holdings Inc. |
1464 |
- |
2023-12-31 |
169,667 |
$3,386,000 |
-155,072 |
|
PDS Planning Inc |
40 |
- |
2023-12-31 |
167,778 |
$3,349,000 |
0 |
|
Solstein Capital LLC |
|
*New |
2023-12-31 |
164,153 |
$3,276,000 |
164,153 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
925 |
- |
2023-12-31 |
160,607 |
$3,206,000 |
-14,061 |
|
Forum Financial Management LP |
64 |
- |
2023-12-31 |
160,123 |
$3,196,000 |
0 |
|
Samalin Investment Counsel LLC |
5 |
- |
2023-12-31 |
152,556 |
$3,045,000 |
-38,063 |
|
RENAISSANCE TECHNOLOGIES LLC |
1685 |
*New |
2023-12-31 |
152,000 |
$3,034,000 |
152,000 |
|
Capital Wealth Alliance LLC |
|
- |
2023-12-31 |
147,516 |
$2,944,000 |
361 |
|
PROVISE MANAGEMENT GROUP LLC |
110 |
- |
2023-12-31 |
128,639 |
$2,568,000 |
2,306 |
|
Granite Bay Wealth Management LLC |
155 |
- |
2023-12-31 |
124,976 |
$2,390,000 |
2,000 |
|
Smart Money Group LLC |
27 |
- |
2023-12-31 |
105,411 |
$2,104,000 |
1,220 |
|
Stratos Wealth Partners LTD. |
434 |
- |
2024-03-31 |
90,662 |
$1,947,000 |
-1,350 |
|
SFG Wealth Management LLC. |
17 |
- |
2023-12-31 |
87,968 |
$1,756,000 |
-3,919 |
|
UMB BANK N A/MO |
|
- |
2023-12-31 |
69,969 |
$1,397,000 |
0 |
|
OPPENHEIMER & CO INC |
612 |
- |
2023-12-31 |
68,764 |
$1,373,000 |
-13,766 |
|
EP WEALTH ADVISORS, INC. |
333 |
- |
2023-12-31 |
62,300 |
$1,244,000 |
42,000 |
|
ICA Group Wealth Management LLC |
73 |
- |
2023-12-31 |
61,992 |
$1,237,000 |
14,602 |
|
COMERICA BANK |
1434 |
- |
2023-12-31 |
60,916 |
$1,216,000 |
0 |
|
Tower Wealth Partners Inc. |
20 |
- |
2024-03-31 |
54,474 |
$1,170,000 |
965 |
|
CREATIVE PLANNING |
1164 |
- |
2023-12-31 |
56,509 |
$1,128,000 |
-551 |
|
Terra Nova Asset Management LLC |
42 |
- |
2023-12-31 |
55,695 |
$1,112,000 |
0 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
137 |
- |
2023-12-31 |
53,835 |
$1,075,000 |
0 |
|
Crawford Fund Management LLC |
30 |
- |
2023-12-31 |
52,900 |
$1,056,000 |
0 |
|
WESPAC ADVISORS, LLC |
|
- |
2023-12-31 |
52,737 |
$1,053,000 |
0 |
|
MATHER GROUP, INC. |
218 |
- |
2024-03-31 |
50,473 |
$1,007,000 |
491 |
|
WEALTHSOURCE PARTNERS LLC |
201 |
- |
2023-12-31 |
49,797 |
$994,000 |
-71 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
118 |
- |
2024-03-31 |
42,000 |
$902,000 |
0 |
|
Walkner Condon Financial Advisors LLC |
|
- |
2023-12-31 |
43,276 |
$864,000 |
-804 |
|
LINCOLN NATIONAL CORP |
520 |
- |
2023-12-31 |
38,555 |
$770,000 |
17,425 |
|
KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
63 |
- |
2023-12-31 |
36,704 |
$733,000 |
-3,277 |
|
Security National Bank |
67 |
- |
2024-03-31 |
33,318 |
$716,000 |
0 |
|
Integrated Advisors Network LLC |
352 |
- |
2023-12-31 |
35,406 |
$707,000 |
0 |
|
STIFEL FINANCIAL CORP |
2378 |
- |
2023-12-31 |
34,435 |
$687,000 |
238 |
|
MULTIFINANCIAL SECURITIES CORP |
977 |
- |
2023-12-31 |
32,824 |
$655,000 |
-254 |
|
MORGAN STANLEY |
5031 |
- |
2023-12-31 |
31,257 |
$624,000 |
1,478 |
|
BANCORPSOUTH BANK |
205 |
- |
2023-12-31 |
30,201 |
$603,000 |
0 |
|
Private Portfolio Partners LLC |
130 |
- |
2023-12-31 |
28,990 |
$579,000 |
2,026 |
|
LYELL WEALTH MANAGEMENT LP |
125 |
- |
2023-12-31 |
28,895 |
$577,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
773 |
*New |
2023-12-31 |
26,934 |
$538,000 |
26,934 |
|
Mayflower Financial Advisors LLC |
|
- |
2023-12-31 |
25,520 |
$509,000 |
600 |
|
Sloy Dahl & Holst LLC |
48 |
- |
2024-03-31 |
23,590 |
$507,000 |
500 |
|
Ameritas Advisory Services LLC |
434 |
- |
2023-12-31 |
24,540 |
$481,000 |
-104,358 |
|
AE Wealth Management LLC |
1498 |
- |
2023-12-31 |
22,721 |
$444,000 |
-64,423 |
|
WHITE PINE CAPITAL LLC |
153 |
- |
2023-12-31 |
21,977 |
$439,000 |
-250 |
|
MARINER WEALTH ADVISORS, LLC |
2031 |
- |
2023-12-31 |
21,887 |
$437,000 |
0 |
|
SHUFRO ROSE & CO LLC |
174 |
- |
2023-12-31 |
23,291 |
$417,000 |
-348 |
|
JAMES INVESTMENT RESEARCH INC |
216 |
*New |
2023-12-31 |
20,580 |
$411,000 |
20,580 |
|
Guild Investment Management Inc. |
36 |
- |
2023-12-31 |
20,000 |
$399,000 |
0 |
|
Baltimore-Washington Financial Advisors Inc. |
106 |
- |
2023-12-31 |
19,708 |
$393,000 |
0 |
|
SPROTT INC. |
102 |
- |
2023-12-31 |
19,488 |
$389,000 |
0 |
|
WHITTIER TRUST CO |
529 |
- |
2023-12-31 |
19,035 |
$380,000 |
0 |
|
Brookstone Capital Management |
686 |
- |
2024-03-31 |
17,409 |
$374,000 |
1,788 |
|
ADIRONDACK RETIREMENT SPECIALISTS INC. |
24 |
- |
2023-09-30 |
19,964 |
$357,000 |
-259 |
|
Sigma Planning Corp |
573 |
- |
2023-12-31 |
17,631 |
$352,000 |
-36,844 |
|
WMS PARTNERS, LLC |
192 |
- |
2023-12-31 |
17,316 |
$346,000 |
2,671 |
|
BB&T CORP |
2207 |
- |
2023-12-31 |
16,436 |
$328,000 |
0 |
|
Merk Investments LLC |
14 |
- |
2023-12-31 |
16,020 |
$320,000 |
-6,349 |
|
Private Advisor Group LLC |
1746 |
- |
2023-12-31 |
15,765 |
$315,000 |
-2,523 |
|
Lehman & Derafelo Financial Resources LLC |
84 |
- |
2022-12-31 |
17,800 |
$315,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2183 |
- |
2023-12-31 |
15,225 |
$304,000 |
-355 |
|
Proficio Capital Partners LLC |
232 |
- |
2023-12-31 |
14,600 |
$291,000 |
0 |
|
SMITH MOORE & CO. |
339 |
- |
2023-12-31 |
13,905 |
$278,000 |
0 |
|
Ritter Daniher Financial Advisory LLC / DE |
65 |
- |
2023-12-31 |
13,635 |
$272,000 |
0 |
|
Wick Capital Partners LLC |
55 |
- |
2023-12-31 |
13,411 |
$268,000 |
0 |
|
Spectrum Planning & Advisory Services Inc. |
40 |
- |
2023-12-31 |
12,901 |
$258,000 |
0 |
|
Whitaker-Myers Wealth Managers LTD. |
83 |
- |
2024-03-31 |
11,409 |
$245,000 |
260 |
|
THOMPSON DAVIS & CO. INC. |
67 |
- |
2023-12-31 |
11,815 |
$236,000 |
0 |
|
Beacon Pointe Advisors LLC |
1129 |
- |
2023-12-31 |
11,754 |
$235,000 |
-203 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
11,400 |
$228,000 |
0 |
|
NBC SECURITIES INC. |
704 |
- |
2024-03-31 |
10,416 |
$223,000 |
0 |
|
Destiny Capital Corp/CO |
47 |
- |
2023-12-31 |
11,060 |
$221,000 |
0 |
|
US BANCORP |
1961 |
- |
2023-12-31 |
10,754 |
$215,000 |
0 |
|
EverSource Wealth Advisors LLC |
418 |
- |
2023-12-31 |
10,689 |
$213,000 |
0 |
|
Snider Financial Group |
|
- |
2023-12-31 |
10,532 |
$210,000 |
0 |
|
Cape Investment Advisory Inc. |
140 |
- |
2023-12-31 |
10,529 |
$210,000 |
-1,574 |
|
Perennial Investment Advisors LLC |
303 |
- |
2023-12-31 |
10,275 |
$205,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
917 |
- |
2023-12-31 |
10,000 |
$200,000 |
0 |
|
|
100 Records found
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1
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