|
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 |
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 |
276 |
- |
2024-03-31 |
907,502 |
$19,493,000 |
-7,461 |
|
AMERIPRISE FINANCIAL INC |
1723 |
- |
2023-12-31 |
505,130 |
$10,051,000 |
-10,496 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
|
- |
2024-03-31 |
428,251 |
$9,199,000 |
-5,891 |
|
ENVESTNET ASSET MANAGEMENT INC |
1567 |
- |
2023-12-31 |
407,798 |
$8,140,000 |
-112,258 |
|
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. |
1010 |
- |
2024-03-31 |
290,893 |
$6,248,000 |
-5,991 |
|
MONEY CONCEPTS CAPITAL CORP |
52 |
- |
2024-03-31 |
253,275 |
$5,440,000 |
-2,179 |
|
MML INVESTORS SERVICES LLC |
586 |
- |
2023-12-31 |
253,732 |
$5,064,000 |
-43,511 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1184 |
- |
2024-03-31 |
223,630 |
$4,804,000 |
-2,433 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
958 |
- |
2024-03-31 |
158,172 |
$3,398,000 |
-2,435 |
|
Advisor Group Holdings Inc. |
1464 |
- |
2023-12-31 |
169,667 |
$3,386,000 |
-155,072 |
|
Samalin Investment Counsel LLC |
5 |
- |
2023-12-31 |
152,556 |
$3,045,000 |
-38,063 |
|
Stratos Wealth Partners LTD. |
434 |
- |
2024-03-31 |
90,662 |
$1,947,000 |
-1,350 |
|
OPPENHEIMER & CO INC |
612 |
- |
2023-12-31 |
68,764 |
$1,373,000 |
-13,766 |
|
CREATIVE PLANNING |
1164 |
- |
2023-12-31 |
56,509 |
$1,128,000 |
-551 |
|
WEALTHSOURCE PARTNERS LLC |
201 |
- |
2023-12-31 |
49,797 |
$994,000 |
-71 |
|
KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
63 |
- |
2023-12-31 |
36,704 |
$733,000 |
-3,277 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
33,125 |
$712,000 |
-5,430 |
|
MULTIFINANCIAL SECURITIES CORP |
977 |
- |
2023-12-31 |
32,824 |
$655,000 |
-254 |
|
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 |
|
SHUFRO ROSE & CO LLC |
174 |
- |
2023-12-31 |
23,291 |
$417,000 |
-348 |
|
ADIRONDACK RETIREMENT SPECIALISTS INC. |
24 |
- |
2023-09-30 |
19,964 |
$357,000 |
-259 |
|
Guild Investment Management Inc. |
38 |
- |
2024-03-31 |
16,000 |
$344,000 |
-4,000 |
|
Merk Investments LLC |
14 |
- |
2023-12-31 |
16,020 |
$320,000 |
-6,349 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
13,539 |
$291,000 |
-2,226 |
|
Beacon Pointe Advisors LLC |
1129 |
- |
2023-12-31 |
11,754 |
$235,000 |
-203 |
|
THOMPSON DAVIS & CO. INC. |
|
- |
2024-03-31 |
10,915 |
$234,000 |
-900 |
|
Cape Investment Advisory Inc. |
140 |
- |
2023-12-31 |
10,529 |
$210,000 |
-1,574 |
|
CWM LLC |
1596 |
- |
2024-03-31 |
7,607 |
$163,000 |
-2,549 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1076 |
- |
2024-03-31 |
4,836 |
$104,000 |
-1,239 |
|
UBS Group AG |
5052 |
- |
2023-12-31 |
4,013 |
$80,000 |
-4,639 |
|
Global Retirement Partners LLC |
1291 |
- |
2024-03-31 |
2,923 |
$63,000 |
-522 |
|
Castleview Partners LLC |
340 |
- |
2023-12-31 |
2,101 |
$42,000 |
-2 |
|
IFP Advisors Inc |
2161 |
- |
2023-12-31 |
495 |
$10,000 |
-775 |
|
FMR LLC |
4505 |
- |
2023-12-31 |
81 |
$2,000 |
-12 |
|
BANK OF AMERICA CORP /DE/ |
6084 |
- |
2023-12-31 |
50 |
$1,000 |
-56 |
|
|
42 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|