| |
Institutional
Holders
Total
Institutions:
 |
125  3 |
|
|
Total
shares held :
|
7,973,507 |
|
|
% of shares
held :
|
19.31% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
-216,076 |
|
|
% of shares
held change :
|
-0.52% |
|
| 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/ |
1951 |
- |
2023-12-31 |
698,128 |
$16,469,000 |
-172,148 |
|
| LPL FINANCIAL CORP |
1180 |
- |
2023-12-31 |
470,481 |
$11,099,000 |
-119,115 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1440 |
- |
2023-12-31 |
427,857 |
$10,093,000 |
-10,336 |
|
| VisionPoint Advisory Group LLC |
5 |
- |
2023-12-31 |
309,319 |
$7,297,000 |
-83,193 |
|
| Advisor Group Holdings Inc. |
1293 |
- |
2023-12-31 |
183,064 |
$4,319,000 |
-147,542 |
|
| FWL INVESTMENT MANAGEMENT LLC |
17 |
- |
2023-12-31 |
161,717 |
$3,815,000 |
-268,024 |
|
| UBS Group AG |
2255 |
- |
2023-12-31 |
157,011 |
$3,704,000 |
-26,546 |
|
| BDO Wealth Advisors LLC |
83 |
- |
2023-06-30 |
97,449 |
$2,300,000 |
-3,588 |
|
| RSM US WEALTH MANAGEMENT LLC |
184 |
- |
2024-03-31 |
82,055 |
$1,907,000 |
-9,186 |
|
| Continuum Advisory LLC |
106 |
- |
2023-12-31 |
76,809 |
$1,812,000 |
-61,611 |
|
| Capital Investment Advisors LLC |
213 |
- |
2024-03-31 |
70,432 |
$1,637,000 |
-1,302 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1472 |
- |
2023-12-31 |
68,000 |
$1,604,000 |
-36,606 |
|
| IHT Wealth Management LLC |
313 |
- |
2023-12-31 |
56,674 |
$1,337,000 |
-6,234 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1707 |
- |
2024-03-31 |
44,003 |
$1,023,000 |
-71 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
297 |
- |
2023-12-31 |
40,918 |
$965,000 |
-95,960 |
|
| Brookstone Capital Management |
501 |
- |
2024-03-31 |
40,250 |
$935,000 |
-2,825 |
|
| Invst LLC |
108 |
- |
2023-12-31 |
39,966 |
$887,000 |
-21,903 |
|
| SUMITOMO MITSUI TRUST HOLDINGS, INC. |
982 |
- |
2024-03-31 |
33,900 |
$788,000 |
-1,308 |
|
| MARINER WEALTH ADVISORS, LLC |
1744 |
- |
2023-12-31 |
28,109 |
$663,000 |
-10,576 |
|
| PARK AVENUE SECURITIES LLC |
867 |
- |
2024-03-31 |
26,004 |
$604,000 |
-19,893 |
|
| Safeguard Investment Advisory Group LLC |
|
- |
2023-12-31 |
23,876 |
$563,000 |
-1,458 |
|
| Wealthfront Advisers LLC |
717 |
- |
2024-03-31 |
24,185 |
$562,000 |
-894 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2925 |
- |
2024-03-31 |
18,285 |
$425,000 |
-650 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1271 |
- |
2023-12-31 |
16,847 |
$397,000 |
-9,277 |
|
| IFP Advisors Inc |
760 |
- |
2023-12-31 |
12,479 |
$294,000 |
-392 |
|
| Clarity Financial LLC |
99 |
- |
2024-03-31 |
11,689 |
$272,000 |
-1,364 |
|
| Harvest Investment Services LLC |
158 |
- |
2023-12-31 |
11,231 |
$266,000 |
-81 |
|
| RAYMOND JAMES & ASSOCIATES |
3421 |
- |
2024-03-31 |
10,998 |
$256,000 |
-1,118 |
|
| Beacon Financial Advisory LLC |
224 |
- |
2024-03-31 |
9,105 |
$212,000 |
-821 |
|
| West Wealth Group LLC |
80 |
- |
2023-12-31 |
8,914 |
$210,000 |
-8,680 |
|
| Castleview Partners LLC |
140 |
- |
2023-12-31 |
8,202 |
$193,000 |
-7,255 |
|
| SIMPLEX TRADING LLC |
1086 |
- |
2024-03-31 |
6,298 |
$146,000 |
-4,820 |
|
| Global Retirement Partners LLC |
2096 |
- |
2024-03-31 |
444 |
$10,000 |
-168 |
|
| Founders Financial Alliance LLC |
442 |
- |
2023-12-31 |
358 |
$8,000 |
-225 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
262 |
$6,000 |
-2,022 |
|
|
35 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
|
|
|
