|
Institutional
Holders
Total
Institutions:
|
152 5 |
|
Total
shares held :
|
12,995,725 |
|
% of shares
held :
|
84.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-55 |
|
Amount
of shares held :
|
-1,338,504 |
|
% of shares
held change :
|
-8.71% |
|
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 |
ALLIANCEBERNSTEIN L.P. |
396 |
- |
2023-12-31 |
3,123,570 |
$102,110,000 |
-49,362 |
|
Miracle Mile Advisors LLC |
27 |
- |
2024-03-31 |
1,205,481 |
$40,492,000 |
-264,124 |
|
Penserra Capital Management LLC |
37 |
- |
2023-12-31 |
923,656 |
$30,194,000 |
193,043 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
562 |
- |
2024-03-31 |
496,473 |
$16,677,000 |
-103,584 |
|
SageView Advisory Group LLC |
23 |
- |
2024-03-31 |
304,177 |
$12,696,000 |
175,974 |
|
Advisor Group Holdings Inc. |
579 |
- |
2024-03-31 |
370,101 |
$12,431,000 |
12,871 |
|
BKD WEALTH ADVISORS LLC |
57 |
- |
2024-03-31 |
292,293 |
$9,818,000 |
-71 |
|
Bedel Financial Consulting Inc. |
10 |
- |
2024-03-31 |
242,956 |
$8,161,000 |
-7,545 |
|
Strategic Wealth Partners Group LLC |
25 |
- |
2024-03-31 |
233,206 |
$7,833,000 |
135,319 |
|
BEDEL FINANCIAL CONSULTING INC |
9 |
- |
2023-09-30 |
250,501 |
$7,668,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
790 |
- |
2024-03-31 |
225,419 |
$7,574,000 |
-149,359 |
|
Bellwether Advisors LLC |
14 |
- |
2024-03-31 |
216,030 |
$7,256,000 |
6,983 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
601 |
- |
2024-03-31 |
200,229 |
$6,726,000 |
-17,553 |
|
AA Financial Advisors LLC |
8 |
- |
2024-03-31 |
191,520 |
$6,433,000 |
186 |
|
ENVESTNET ASSET MANAGEMENT INC |
1728 |
- |
2023-12-31 |
195,963 |
$6,406,000 |
-41,634 |
|
Southland Equity Partners LLC |
12 |
- |
2024-03-31 |
179,061 |
$6,015,000 |
4,405 |
|
GILL CAPITAL PARTNERS LLC |
14 |
- |
2024-03-31 |
170,142 |
$5,599,000 |
114,795 |
|
JANNEY MONTGOMERY SCOTT LLC |
723 |
- |
2024-03-31 |
164,578 |
$5,528,000 |
-10,983 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1119 |
- |
2024-03-31 |
153,321 |
$5,150,000 |
15,776 |
|
LPL FINANCIAL CORP |
1826 |
- |
2024-03-31 |
139,150 |
$4,674,000 |
30,223 |
|
Outlook Wealth Advisors LLC |
16 |
*New |
2024-03-31 |
129,247 |
$4,341,000 |
129,247 |
|
Beacon Pointe Advisors LLC |
326 |
- |
2023-12-31 |
124,252 |
$4,062,000 |
-11,886 |
|
BLAIR WILLIAM & CO/IL |
528 |
- |
2024-03-31 |
115,306 |
$3,873,000 |
3,057 |
|
Pinnacle Wealth Management Group Inc. |
11 |
- |
2024-03-31 |
111,687 |
$3,752,000 |
-240 |
|
LINCOLN NATIONAL CORP |
204 |
- |
2024-03-31 |
109,113 |
$3,665,000 |
-15,009 |
|
KFG WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
106,197 |
$3,567,000 |
6,391 |
|
Nikulski Financial Inc. |
25 |
- |
2024-03-31 |
102,594 |
$3,446,000 |
-5,275 |
|
MULTIFINANCIAL SECURITIES CORP |
366 |
- |
2023-12-31 |
102,957 |
$3,366,000 |
9,305 |
|
Kestra Advisory Services LLC |
594 |
- |
2023-12-31 |
102,206 |
$3,341,000 |
17,954 |
|
FINANCIAL NETWORK |
777 |
- |
2023-12-31 |
95,967 |
$3,137,000 |
-33,361 |
|
TOWNSQUARE CAPITAL LLC |
332 |
- |
2023-12-31 |
93,158 |
$3,045,000 |
8,128 |
|
MML INVESTORS SERVICES LLC |
811 |
- |
2023-12-31 |
92,227 |
$3,015,000 |
4,061 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
833 |
- |
2024-03-31 |
80,881 |
$2,717,000 |
-35,562 |
|
BB&T CORP |
1161 |
- |
2023-12-31 |
73,321 |
$2,397,000 |
-212 |
|
LAKE STREET FINANCIAL LLC |
82 |
- |
2024-03-31 |
70,502 |
$2,368,000 |
-957 |
|
Brookstone Capital Management |
329 |
- |
2024-03-31 |
70,343 |
$2,363,000 |
-49,905 |
|
NovaPoint Capital LLC |
49 |
*New |
2024-03-31 |
65,817 |
$2,211,000 |
65,817 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
25 |
- |
2024-03-31 |
62,251 |
$2,091,000 |
33,489 |
|
CAPTRUST FINANCIAL ADVISORS |
889 |
- |
2023-12-31 |
63,725 |
$2,083,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
143 |
- |
2023-12-31 |
59,617 |
$1,949,000 |
-1,274 |
|
AE Wealth Management LLC |
913 |
- |
2023-12-31 |
58,278 |
$1,925,000 |
-40,992 |
|
CoreCap Advisors LLC |
169 |
- |
2023-12-31 |
57,990 |
$1,896,000 |
2,220 |
|
Apollon Wealth Management LLC |
310 |
- |
2024-03-31 |
55,000 |
$1,847,000 |
-300 |
|
Strategic Blueprint LLC |
159 |
- |
2024-03-31 |
54,375 |
$1,826,000 |
-783 |
|
Diligent Investors LLC |
73 |
- |
2024-03-31 |
44,898 |
$1,508,000 |
0 |
|
Elmwood Wealth Management Inc. |
29 |
- |
2023-12-31 |
45,482 |
$1,487,000 |
-57,247 |
|
Lloyd Advisory Services LLC. |
50 |
*New |
2024-03-31 |
40,179 |
$1,436,000 |
40,179 |
|
CITY HOLDING CO |
113 |
- |
2024-03-31 |
42,700 |
$1,434,000 |
0 |
|
RFG Advisory Group LLC |
304 |
- |
2024-03-31 |
39,063 |
$1,312,000 |
32,362 |
|
John W. Brooker & Co. CPAs |
37 |
- |
2024-03-31 |
37,750 |
$1,268,000 |
-430 |
|
Castle Rock Wealth Management LLC |
72 |
- |
2023-12-31 |
37,929 |
$1,234,000 |
0 |
|
Goss Wealth Management LLC |
838 |
- |
2023-12-31 |
37,031 |
$1,222,000 |
21,306 |
|
Patriot Financial Group Insurance Agency LLC |
124 |
- |
2024-03-31 |
36,385 |
$1,222,000 |
-2,601 |
|
Cetera Investment Advisers |
1018 |
- |
2023-12-31 |
35,808 |
$1,171,000 |
-3,498 |
|
DHJJ Financial Advisors Ltd. |
39 |
- |
2024-03-31 |
34,508 |
$1,159,000 |
-21,630 |
|
VALMARK ADVISERS INC |
242 |
- |
2024-03-31 |
34,300 |
$1,152,000 |
-2,795 |
|
Spire Wealth Management |
356 |
- |
2024-03-31 |
32,543 |
$1,093,000 |
-6,594 |
|
WorthPointe LLC |
24 |
- |
2023-12-31 |
33,342 |
$1,090,000 |
-43 |
|
Pillar Wealth Advisors LLC |
30 |
- |
2024-03-31 |
32,304 |
$1,085,000 |
0 |
|
BCS Wealth Management |
67 |
- |
2024-03-31 |
31,972 |
$1,074,000 |
-25,634 |
|
PALO ALTO WEALTH ADVISORS LLC |
20 |
- |
2024-03-31 |
30,866 |
$1,037,000 |
-460 |
|
Cornerstone Wealth Group LLC |
125 |
*New |
2024-03-31 |
28,708 |
$964,000 |
28,708 |
|
WPWealth LLP |
25 |
- |
2023-12-31 |
29,340 |
$959,000 |
-4,111 |
|
Lineweaver Wealth Advisors LLC |
81 |
- |
2024-03-31 |
27,972 |
$940,000 |
-4,204 |
|
Sound View Wealth Advisors Group LLC |
167 |
- |
2024-03-31 |
27,586 |
$927,000 |
-2,490 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
75 |
- |
2024-03-31 |
27,462 |
$922,000 |
-632 |
|
Sugarloaf Wealth Management LLC |
56 |
- |
2024-03-31 |
27,368 |
$919,000 |
0 |
|
FINANCIAL ARCHITECTS INC |
150 |
- |
2023-06-30 |
29,301 |
$905,000 |
18,201 |
|
Wealth Alliance |
174 |
- |
2024-03-31 |
26,437 |
$888,000 |
0 |
|
Valtinson Bruner Financial Planning LLC |
55 |
- |
2024-03-31 |
26,115 |
$877,000 |
0 |
|
H D Vest Advisory Services |
832 |
- |
2024-03-31 |
23,945 |
$804,000 |
-1,841 |
|
Atria Wealth Solutions Inc. |
963 |
- |
2023-12-31 |
24,274 |
$794,000 |
-4,900 |
|
Sutton Wealth Advisors Inc. |
47 |
- |
2023-09-30 |
25,839 |
$791,000 |
0 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
66 |
- |
2024-03-31 |
22,692 |
$762,000 |
3,932 |
|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
287 |
- |
2024-03-31 |
22,300 |
$729,000 |
0 |
|
Pensionmark Financial Group LLC |
181 |
- |
2023-12-31 |
21,634 |
$707,000 |
0 |
|
JANE STREET GROUP LLC |
3566 |
- |
2023-12-31 |
21,563 |
$705,000 |
2,572 |
|
Straight Path Wealth Management |
28 |
- |
2024-03-31 |
20,701 |
$695,000 |
0 |
|
ATTICUS WEALTH MANAGEMENT LLC |
57 |
- |
2024-03-31 |
20,013 |
$672,000 |
3,250 |
|
Main Street Financial Solutions LLC |
259 |
- |
2024-03-31 |
19,686 |
$661,000 |
-36 |
|
M HOLDINGS SECURITIES, INC. |
147 |
- |
2023-12-31 |
20,171 |
$659,000 |
0 |
|
Foundations Investment Advisors LLC |
376 |
- |
2023-12-31 |
19,520 |
$645,000 |
-1,968 |
|
Focus Financial Network Inc. |
330 |
- |
2024-03-31 |
19,293 |
$632,000 |
0 |
|
Sequoia Financial Advisors LLC |
610 |
- |
2024-03-31 |
18,774 |
$631,000 |
0 |
|
Weaver Consulting Group |
80 |
- |
2024-03-31 |
18,748 |
$630,000 |
150 |
|
HARBOUR INVESTMENTS INC. |
483 |
- |
2023-12-31 |
18,431 |
$603,000 |
3,794 |
|
Benchmark Investment Advisors LLC |
174 |
*New |
2023-12-31 |
17,920 |
$586,000 |
17,920 |
|
BCJ Capital Management LLC |
167 |
- |
2023-12-31 |
17,920 |
$586,000 |
5,424 |
|
AdvisorNet Financial Inc |
280 |
- |
2024-03-31 |
17,393 |
$584,000 |
1,163 |
|
Schulz Wealth LTD. |
28 |
- |
2024-03-31 |
15,515 |
$521,000 |
0 |
|
InterOcean Capital Group LLC |
277 |
- |
2023-12-31 |
15,900 |
$520,000 |
-11,391 |
|
Alera Investment Advisors LLC |
115 |
- |
2024-03-31 |
15,430 |
$518,000 |
-2,904 |
|
Continuum Advisory LLC |
274 |
- |
2023-12-31 |
15,767 |
$515,000 |
3,927 |
|
Visionary Wealth Advisors |
307 |
- |
2023-12-31 |
15,642 |
$511,000 |
-2,362 |
|
IFP Advisors Inc |
569 |
- |
2023-12-31 |
15,016 |
$491,000 |
-750 |
|
OLD MISSION CAPITAL LLC |
633 |
- |
2023-12-31 |
14,437 |
$472,000 |
-345 |
|
ADVISORY SERVICES NETWORK, LLC |
984 |
- |
2024-03-31 |
13,885 |
$466,000 |
-540 |
|
CLS INVESTMENT FIRM LLC |
1010 |
- |
2022-12-31 |
16,409 |
$461,000 |
-84 |
|
SRS Capital Advisors Inc. |
167 |
- |
2023-12-31 |
13,967 |
$457,000 |
-20 |
|
Waterloo Capital L.P. |
225 |
- |
2023-12-31 |
13,925 |
$455,000 |
0 |
|
|
100 Records found
|
1
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