| |
Institutional
Holders
Total
Institutions:
 |
89  19 |
|
|
Total
shares held :
|
6,051,393 |
|
|
% of shares
held :
|
68.38% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
41 |
|
|
Amount
of shares held :
|
1,228,259 |
|
|
% of shares
held change :
|
13.88% |
|
| 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 |
807 |
- |
2024-03-31 |
1,266,748 |
$26,538,000 |
179,813 |
|
| Advisor Group Holdings Inc. |
494 |
- |
2024-03-31 |
743,196 |
$15,571,000 |
53,143 |
|
| ROYAL BANK OF CANADA |
1306 |
- |
2024-03-31 |
672,326 |
$14,086,000 |
467,578 |
|
| MML INVESTORS SERVICES LLC |
532 |
- |
2024-03-31 |
314,546 |
$6,590,000 |
23,301 |
|
| Black Swift Group LLC |
12 |
- |
2024-03-31 |
286,270 |
$5,997,000 |
51,620 |
|
| Sound Income Strategies LLC |
80 |
- |
2024-03-31 |
214,557 |
$4,495,000 |
20,844 |
|
| Steward Partners Investment Advisory LLC |
365 |
- |
2024-03-31 |
204,607 |
$4,287,000 |
155,111 |
|
| Equitable Holdings Inc. |
297 |
- |
2024-03-31 |
182,143 |
$3,816,000 |
16,992 |
|
| Secure Asset Management LLC |
20 |
- |
2024-03-31 |
174,617 |
$3,658,000 |
25,955 |
|
| Foundations Investment Advisors LLC |
168 |
- |
2024-03-31 |
173,181 |
$3,628,000 |
7,061 |
|
| U.S. Capital Wealth Advisors LLC |
183 |
- |
2024-03-31 |
131,410 |
$2,753,000 |
770 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1041 |
- |
2024-03-31 |
119,101 |
$2,495,000 |
49,285 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1179 |
- |
2024-03-31 |
108,043 |
$2,264,000 |
38,287 |
|
| Lido Advisors LLC |
390 |
- |
2024-03-31 |
93,315 |
$1,955,000 |
21,200 |
|
| SHEETS SMITH & ASSOCIATES INC |
103 |
- |
2024-03-31 |
92,867 |
$1,946,000 |
7,092 |
|
| RFG Advisory Group LLC |
228 |
- |
2024-03-31 |
90,981 |
$1,906,000 |
23,590 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1815 |
- |
2024-03-31 |
89,538 |
$1,876,000 |
6,954 |
|
| PROEQUITIES INC. |
197 |
- |
2024-03-31 |
79,587 |
$1,667,000 |
7,655 |
|
| Samalin Investment Counsel LLC |
26 |
- |
2024-03-31 |
73,841 |
$1,547,000 |
2,604 |
|
| STIFEL FINANCIAL CORP |
2007 |
- |
2024-03-31 |
63,169 |
$1,323,000 |
27,510 |
|
| ADVISORY SERVICES NETWORK, LLC |
586 |
- |
2024-03-31 |
62,754 |
$1,315,000 |
57,524 |
|
| HIGHTOWER ADVISORS, LLC |
1680 |
- |
2024-03-31 |
57,243 |
$1,198,000 |
8,193 |
|
| Empire Financial Management Company LLC |
81 |
- |
2024-03-31 |
50,619 |
$1,060,000 |
46 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
556 |
- |
2024-03-31 |
46,347 |
$896,000 |
472 |
|
| WHITTIER TRUST CO |
398 |
- |
2024-03-31 |
38,760 |
$812,000 |
38,460 |
|
| Wealthcare Advisory Partners LLC |
452 |
- |
2024-03-31 |
35,175 |
$737,000 |
2,182 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3296 |
- |
2024-03-31 |
28,736 |
$602,000 |
5,497 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2459 |
- |
2024-03-31 |
24,874 |
$521,000 |
12,462 |
|
| Private Advisor Group LLC |
1559 |
- |
2024-03-31 |
22,219 |
$465,000 |
5,128 |
|
| Kestra Advisory Services LLC |
1735 |
- |
2024-03-31 |
20,895 |
$438,000 |
1,980 |
|
| Atlas Wealth Partners LLC |
7 |
- |
2024-03-31 |
20,000 |
$417,000 |
2,225 |
|
| GTS SECURITIES LLC |
870 |
- |
2024-03-31 |
19,398 |
$406,000 |
24 |
|
| FINANCIAL NETWORK |
2095 |
- |
2024-03-31 |
18,399 |
$385,000 |
800 |
|
| COMERICA BANK |
2278 |
- |
2024-03-31 |
9,960 |
$209,000 |
9,765 |
|
| Founders Financial Alliance LLC |
260 |
- |
2024-03-31 |
9,751 |
$204,000 |
109 |
|
| MORGAN STANLEY |
5721 |
- |
2024-03-31 |
5,552 |
$116,000 |
1,602 |
|
| PRIVATE TRUST CO NA |
816 |
- |
2024-03-31 |
5,527 |
$116,000 |
44 |
|
| SIGNATUREFD, LLC |
1181 |
- |
2024-03-31 |
4,826 |
$101,000 |
952 |
|
| ALPHAMARK ADVISORS LLC |
277 |
- |
2024-03-31 |
4,750 |
$100,000 |
195 |
|
| Qube Research & Technologies Ltd |
2821 |
- |
2024-03-31 |
4,677 |
$98,000 |
3,020 |
|
| NATIONAL BANK OF CANADA /FI/ |
1424 |
- |
2024-03-31 |
3,879 |
$81,000 |
7 |
|
| PRINCIPAL SECURITIES INC. |
1375 |
- |
2024-03-31 |
3,602 |
$75,000 |
180 |
|
| HARBOUR INVESTMENTS INC. |
1414 |
- |
2023-12-31 |
2,654 |
$55,000 |
5 |
|
| HANSON MCCLAIN, INC. |
1362 |
- |
2024-03-31 |
2,021 |
$42,000 |
63 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3082 |
- |
2024-03-31 |
1,900 |
$40,000 |
1,000 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
182 |
- |
2024-03-31 |
1,082 |
$23,000 |
34 |
|
| AdvisorNet Financial Inc |
1047 |
- |
2024-03-31 |
986 |
$21,000 |
31 |
|
| Aspect Partners LLC |
225 |
- |
2024-03-31 |
647 |
$14,000 |
40 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
749 |
- |
2022-12-31 |
448 |
$8,000 |
91 |
|
| UBS Group AG |
6202 |
- |
2024-03-31 |
301 |
$6,000 |
300 |
|
|
50 Records found
|
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