|
Institutional
Holders
Total
Institutions:
|
74 1 |
|
Total
shares held :
|
6,979,939 |
|
% of shares
held :
|
51.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-21 |
|
Amount
of shares held :
|
-427,953 |
|
% of shares
held change :
|
-3.16% |
|
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 |
BANK OF AMERICA CORP /DE/ |
1414 |
- |
2023-12-31 |
1,022,361 |
$33,595,000 |
-33,439 |
|
MORGAN STANLEY |
2272 |
- |
2023-12-31 |
887,159 |
$29,152,000 |
31,279 |
|
WELLS FARGO & CO/MN |
972 |
- |
2024-03-31 |
727,743 |
$26,221,000 |
92,087 |
|
LPL FINANCIAL CORP |
977 |
- |
2024-03-31 |
510,164 |
$18,381,000 |
-8,149 |
|
ODonnell Financial Services LLC |
5 |
- |
2024-03-31 |
399,520 |
$14,395,000 |
21,639 |
|
Pacer Advisors Inc. |
336 |
- |
2024-03-31 |
295,079 |
$10,632,000 |
-18,415 |
|
FINANCIAL NETWORK |
349 |
- |
2023-12-31 |
300,455 |
$9,873,000 |
-4,842 |
|
WEALTH BUILDERS |
7 |
- |
2024-03-31 |
264,043 |
$9,513,000 |
-40,561 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
866 |
- |
2024-03-31 |
241,605 |
$8,705,000 |
-27,340 |
|
Advisor Group Holdings Inc. |
811 |
- |
2024-03-31 |
213,235 |
$7,683,000 |
-17,488 |
|
H D Vest Advisory Services |
245 |
- |
2024-03-31 |
182,096 |
$6,561,000 |
273 |
|
MBL Wealth LLC |
29 |
- |
2024-03-31 |
181,773 |
$6,549,000 |
3,365 |
|
UBS Group AG |
1770 |
- |
2023-12-31 |
193,850 |
$6,370,000 |
-63,608 |
|
J2 Capital Management Inc |
2 |
- |
2023-09-30 |
200,432 |
$6,324,000 |
41,173 |
|
ROYAL BANK OF CANADA |
1832 |
- |
2023-12-31 |
163,191 |
$5,362,000 |
-128,256 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
76 |
- |
2023-12-31 |
156,518 |
$5,143,000 |
-4,971 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
865 |
- |
2024-03-31 |
112,168 |
$4,041,000 |
1,803 |
|
MULTIFINANCIAL SECURITIES CORP |
394 |
- |
2023-12-31 |
90,038 |
$2,959,000 |
-1,814 |
|
Goss Wealth Management LLC |
540 |
- |
2023-12-31 |
85,807 |
$2,820,000 |
-34,202 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1557 |
- |
2024-03-31 |
74,677 |
$2,691,000 |
714 |
|
Clarus Group Inc. |
16 |
- |
2024-03-31 |
67,465 |
$2,431,000 |
574 |
|
Empirical Finance LLC |
157 |
- |
2024-03-31 |
58,484 |
$2,107,000 |
0 |
|
STIFEL FINANCIAL CORP |
1632 |
- |
2023-12-31 |
63,682 |
$2,093,000 |
-2,722 |
|
Financial Advocates Investment Management |
201 |
- |
2024-03-31 |
49,766 |
$1,793,000 |
-5,012 |
|
ENVESTNET ASSET MANAGEMENT INC |
2546 |
- |
2023-12-31 |
53,363 |
$1,753,000 |
-25,950 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
30 |
- |
2024-03-31 |
43,880 |
$1,473,000 |
-264 |
|
Whitaker-Myers Wealth Managers LTD. |
30 |
- |
2024-03-31 |
36,818 |
$1,327,000 |
-472 |
|
Geneos Wealth Management Inc. |
331 |
- |
2024-03-31 |
31,063 |
$1,119,000 |
2,988 |
|
Meridian Wealth Advisors LLC |
77 |
- |
2024-03-31 |
31,037 |
$1,118,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
3090 |
*New |
2023-12-31 |
32,150 |
$1,056,000 |
32,150 |
|
RAYMOND JAMES & ASSOCIATES |
2547 |
- |
2024-03-31 |
28,847 |
$1,039,000 |
-23,100 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2585 |
- |
2024-03-31 |
27,343 |
$985,000 |
-11,447 |
|
Tyche Wealth Partners LLC |
91 |
- |
2024-03-31 |
22,012 |
$793,000 |
-1,087 |
|
MML INVESTORS SERVICES LLC |
1534 |
- |
2023-12-31 |
22,382 |
$735,000 |
70 |
|
ADE LLC |
39 |
- |
2024-03-31 |
17,954 |
$647,000 |
76 |
|
Imprint Wealth LLC |
136 |
- |
2024-03-31 |
17,712 |
$634,000 |
7,020 |
|
MONECO Advisors LLC |
207 |
- |
2024-03-31 |
17,459 |
$629,000 |
431 |
|
CITADEL ADVISORS LLC |
3387 |
- |
2023-12-31 |
18,865 |
$620,000 |
18,865 |
|
Atria Wealth Solutions Inc. |
1093 |
- |
2023-12-31 |
18,612 |
$612,000 |
-4,388 |
|
Kestra Advisory Services LLC |
1406 |
- |
2023-12-31 |
18,083 |
$594,000 |
-24,349 |
|
Private Advisor Group LLC |
1440 |
- |
2024-03-31 |
15,448 |
$557,000 |
-1,086 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
778 |
- |
2024-03-31 |
14,370 |
$518,000 |
456 |
|
Advisor Resource Council |
115 |
- |
2024-03-31 |
13,666 |
$492,000 |
5,573 |
|
Legacy Trust |
106 |
- |
2024-03-31 |
13,660 |
$492,000 |
0 |
|
WADDELL & ASSOCIATES LLC |
85 |
- |
2024-03-31 |
11,270 |
$406,000 |
218 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1744 |
*New |
2024-03-31 |
10,460 |
$377,000 |
10,460 |
|
REGAL INVESTMENT ADVISORS, LLC |
374 |
- |
2023-12-31 |
11,387 |
$374,000 |
1,599 |
|
J.W. COLE ADVISORS INC. |
615 |
- |
2024-03-31 |
10,296 |
$371,000 |
73 |
|
HARBOUR INVESTMENTS INC. |
719 |
- |
2023-12-31 |
8,924 |
$293,000 |
0 |
|
Cetera Investment Advisers |
1789 |
- |
2023-12-31 |
8,859 |
$291,000 |
540 |
|
Castle Rock Wealth Management LLC |
184 |
- |
2023-12-31 |
9,097 |
$291,000 |
0 |
|
Stratos Wealth Partners LTD. |
1204 |
- |
2024-03-31 |
6,396 |
$230,000 |
300 |
|
JANNEY MONTGOMERY SCOTT LLC |
2478 |
*New |
2024-03-31 |
6,372 |
$230,000 |
6,372 |
|
RAYMOND JAMES TRUST CO |
1131 |
- |
2024-03-31 |
6,240 |
$225,000 |
-900 |
|
EQIS CAPITAL MANAGEMENT, INC. |
704 |
- |
2023-12-31 |
6,241 |
$205,000 |
6,241 |
|
Steward Partners Investment Advisory LLC |
1536 |
- |
2023-12-31 |
4,093 |
$134,000 |
-20,991 |
|
PRIVATE TRUST CO NA |
979 |
- |
2024-03-31 |
2,025 |
$73,000 |
-783 |
|
BANK OF MONTREAL /CAN/ |
2925 |
- |
2023-12-31 |
2,258 |
$69,000 |
-1,150 |
|
COMERICA BANK |
2647 |
- |
2023-12-31 |
1,851 |
$61,000 |
-1,002 |
|
Kiely Wealth Advisory Group Inc. |
99 |
- |
2023-12-31 |
1,476 |
$48,000 |
0 |
|
First Command Advisory Services Inc. |
268 |
- |
2024-03-31 |
1,244 |
$45,000 |
0 |
|
Emerald Investment Partners LLC |
354 |
- |
2024-03-31 |
1,222 |
$44,000 |
0 |
|
Aspire Wealth Management Corp |
144 |
- |
2024-03-31 |
959 |
$35,000 |
0 |
|
EverSource Wealth Advisors LLC |
1055 |
*New |
2023-12-31 |
1,000 |
$33,000 |
1,000 |
|
Register Financial Advisors LLC |
403 |
*New |
2024-03-31 |
860 |
$31,000 |
860 |
|
Qube Research & Technologies Ltd |
3020 |
- |
2023-12-31 |
750 |
$25,000 |
0 |
|
IFP Advisors Inc |
2046 |
- |
2023-12-31 |
386 |
$13,000 |
0 |
|
Founders Financial Alliance LLC |
421 |
- |
2023-12-31 |
360 |
$12,000 |
0 |
|
FMR LLC |
4023 |
- |
2023-12-31 |
369 |
$12,000 |
0 |
|
PROEQUITIES INC. |
1792 |
- |
2024-03-31 |
200 |
$7,000 |
-8,760 |
|
WETZEL INVESTMENT ADVISORS INC. |
645 |
- |
2024-03-31 |
150 |
$5,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1845 |
- |
2024-03-31 |
125 |
$5,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5468 |
*New |
2023-12-31 |
20 |
$1,000 |
20 |
|
BROWN BROTHERS HARRIMAN & CO |
1173 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,241 |
|
ORG Partners LLC |
688 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,771 |
|
Asset Dedication LLC |
1032 |
*Closed |
2024-03-31 |
0 |
$0 |
-536 |
|
FIFTH THIRD BANCORP |
2525 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,243 |
|
Impact Partnership Wealth LLC |
1074 |
*Closed |
2023-12-31 |
0 |
$0 |
-123 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
410 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,073 |
|
|
79 Records found
|
1
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