|
Institutional
Holders
Total
Institutions:
|
94 25 |
|
Total
shares held :
|
13,364,444 |
|
% of shares
held :
|
14.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
55 |
|
Amount
of shares held :
|
3,127,390 |
|
% of shares
held change :
|
3.47% |
|
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 |
TOTAL INVESTMENT MANAGEMENT INC |
1 |
- |
2024-03-31 |
2,530,990 |
$85,370,000 |
20,120 |
|
BANK OF AMERICA CORP /DE/ |
1025 |
- |
2024-03-31 |
2,351,853 |
$79,328,000 |
-282,185 |
|
ENVESTNET ASSET MANAGEMENT INC |
621 |
- |
2024-03-31 |
1,657,263 |
$55,899,000 |
34,533 |
|
SFMG, LLC |
12 |
- |
2024-03-31 |
641,609 |
$21,641,000 |
-13,420 |
|
Northwest Capital Management Inc |
5 |
- |
2024-03-31 |
499,232 |
$16,839,000 |
-7,310 |
|
CWM LLC |
229 |
- |
2024-03-31 |
457,641 |
$15,436,000 |
-43,231 |
|
Ambassador Advisors LLC |
6 |
- |
2024-03-31 |
417,022 |
$14,066,000 |
3,603 |
|
MML INVESTORS SERVICES LLC |
322 |
- |
2024-03-31 |
409,663 |
$13,818,000 |
30,283 |
|
J P MORGAN CHASE & CO |
2010 |
- |
2024-03-31 |
318,189 |
$10,733,000 |
-21,042 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
1958 |
- |
2024-03-31 |
311,763 |
$10,516,000 |
-4,449 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
804 |
- |
2024-03-31 |
292,520 |
$9,867,000 |
19,595 |
|
Envestnet Portfolio Solutions Inc. |
279 |
- |
2024-03-31 |
234,831 |
$7,921,000 |
27,953 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
781 |
*New |
2024-03-31 |
211,294 |
$7,127,000 |
211,294 |
|
PRINCIPAL SECURITIES INC. |
99 |
- |
2024-03-31 |
189,474 |
$6,391,000 |
20,996 |
|
Stokes Family Office LLC |
37 |
- |
2024-03-31 |
156,315 |
$5,273,000 |
-18,976 |
|
Goss Wealth Management LLC |
395 |
- |
2024-03-31 |
143,422 |
$4,838,000 |
70,184 |
|
Beacon Bridge Wealth Partners LLC |
17 |
- |
2024-03-31 |
118,273 |
$3,989,000 |
12,627 |
|
PROEQUITIES INC. |
96 |
- |
2024-03-31 |
113,156 |
$3,817,000 |
-9,983 |
|
Galvin Gaustad & Stein LLC |
55 |
- |
2024-03-31 |
112,939 |
$3,809,000 |
29,445 |
|
Kaizen Financial Strategies |
11 |
- |
2024-03-31 |
104,859 |
$3,537,000 |
10,917 |
|
COLLECTIVE FAMILY OFFICE LLC |
26 |
- |
2024-03-31 |
102,028 |
$3,441,000 |
63,303 |
|
ROYAL BANK OF CANADA |
2171 |
- |
2024-03-31 |
100,096 |
$3,377,000 |
-60,977 |
|
PARK AVENUE SECURITIES LLC |
279 |
- |
2024-03-31 |
93,003 |
$3,137,000 |
-8,869 |
|
WAGNER CAPITAL MANAGEMENT CORP |
71 |
- |
2024-03-31 |
83,708 |
$2,823,000 |
-16,125 |
|
AMERIPRISE FINANCIAL INC |
2622 |
- |
2024-03-31 |
83,485 |
$2,817,000 |
52,473 |
|
Clear Creek Financial Management LLC |
62 |
- |
2024-03-31 |
82,213 |
$2,773,000 |
-1,164 |
|
Stratos Wealth Advisors LLC |
149 |
- |
2024-03-31 |
79,735 |
$2,689,000 |
-20,743 |
|
Charles Schwab Trust Co |
59 |
- |
2024-03-31 |
62,716 |
$2,115,000 |
20,186 |
|
Cetera Investment Advisers |
660 |
- |
2024-03-31 |
55,258 |
$1,864,000 |
-3,256 |
|
PRUDENTIAL FINANCIAL INC |
1520 |
- |
2024-03-31 |
52,399 |
$1,767,000 |
-3,177 |
|
LINCOLN NATIONAL CORP |
361 |
- |
2024-03-31 |
51,987 |
$1,754,000 |
29,841 |
|
MORGAN STANLEY |
4548 |
- |
2024-03-31 |
49,461 |
$1,668,000 |
25,599 |
|
Advisor Group Holdings Inc. |
1980 |
- |
2024-03-31 |
42,000 |
$1,417,000 |
-188,474 |
|
Mutual Advisors LLC |
356 |
- |
2024-03-31 |
41,984 |
$1,416,000 |
10,552 |
|
WSFS CAPITAL MANAGEMENT LLC |
191 |
- |
2024-03-31 |
40,841 |
$1,378,000 |
-31,098 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2219 |
- |
2024-03-31 |
39,015 |
$1,316,000 |
22,678 |
|
Family Asset Management LLC |
33 |
- |
2024-03-31 |
36,932 |
$1,246,000 |
-6,930 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1710 |
*New |
2024-03-31 |
35,812 |
$1,208,000 |
35,812 |
|
CITADEL ADVISORS LLC |
2907 |
- |
2024-03-31 |
35,031 |
$1,182,000 |
2,951 |
|
Acorn Wealth Advisors LLC |
39 |
- |
2024-03-31 |
34,202 |
$1,154,000 |
4,593 |
|
GREENUP STREET WEALTH MANAGEMENT LLC |
51 |
- |
2024-03-31 |
33,947 |
$1,145,000 |
8,809 |
|
Barden Capital Management Inc. |
39 |
- |
2024-03-31 |
33,305 |
$1,123,000 |
-4,554 |
|
TRUST POINT INC. |
145 |
- |
2024-03-31 |
31,943 |
$1,077,000 |
-167,595 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1734 |
- |
2024-03-31 |
29,045 |
$980,000 |
5,343 |
|
VAN STRUM & TOWNE INC |
49 |
- |
2024-03-31 |
27,117 |
$915,000 |
-1,200 |
|
OneAscent Wealth Management LLC |
32 |
- |
2024-03-31 |
25,900 |
$874,000 |
-5,529 |
|
Claro Advisors LLC |
180 |
- |
2024-03-31 |
21,746 |
$733,000 |
-24,526 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
378 |
- |
2023-12-31 |
20,243 |
$710,000 |
0 |
|
Private Advisor Group LLC |
1382 |
*New |
2024-03-31 |
18,659 |
$629,000 |
18,659 |
|
Brookstone Capital Management |
579 |
- |
2024-03-31 |
18,327 |
$618,000 |
-4,799 |
|
FINANCIAL NETWORK |
1787 |
- |
2024-03-31 |
18,181 |
$613,000 |
-353 |
|
Merit Financial Group LLC |
522 |
- |
2024-03-31 |
18,911 |
$608,000 |
-8,383 |
|
Focus Financial Network Inc. |
338 |
- |
2024-03-31 |
19,053 |
$606,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1484 |
*New |
2024-03-31 |
17,129 |
$578,000 |
17,129 |
|
REGAL INVESTMENT ADVISORS, LLC |
346 |
*New |
2024-03-31 |
15,767 |
$532,000 |
15,767 |
|
JANE STREET GROUP LLC |
4041 |
- |
2024-03-31 |
12,507 |
$422,000 |
5,566 |
|
Atria Wealth Solutions Inc. |
1362 |
- |
2024-03-31 |
11,742 |
$396,000 |
1,402 |
|
TSA Wealth Managment LLC |
42 |
- |
2024-03-31 |
11,726 |
$396,000 |
0 |
|
Magnus Financial Group LLC |
211 |
- |
2024-03-31 |
11,642 |
$393,000 |
-373 |
|
Invst LLC |
164 |
*New |
2023-12-31 |
11,346 |
$384,000 |
11,346 |
|
BURNS WEALTH MANAGEMENT, INC. |
413 |
- |
2024-03-31 |
10,544 |
$356,000 |
4,544 |
|
HAYEK KALLEN INVESTMENT MANAGEMENT |
73 |
- |
2024-03-31 |
10,250 |
$346,000 |
400 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
155 |
- |
2024-03-31 |
9,945 |
$335,000 |
466 |
|
Foundations Investment Advisors LLC |
553 |
*New |
2024-03-31 |
9,858 |
$333,000 |
9,858 |
|
GOLDMAN SACHS GROUP INC/ |
4086 |
- |
2024-03-31 |
9,433 |
$318,000 |
-3,730 |
|
BANK OF NEW YORK MELLON CORP |
3657 |
*New |
2024-03-31 |
9,145 |
$308,000 |
9,145 |
|
MULTIFINANCIAL SECURITIES CORP |
1921 |
- |
2024-03-31 |
9,038 |
$305,000 |
-1,218 |
|
RDA Financial Network |
181 |
- |
2024-03-31 |
8,856 |
$299,000 |
-747 |
|
IHT Wealth Management LLC |
815 |
- |
2024-03-31 |
8,616 |
$291,000 |
-1,278 |
|
Strategic Blueprint LLC |
512 |
- |
2024-03-31 |
7,826 |
$264,000 |
338 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3581 |
*New |
2024-03-31 |
5,930 |
$200,000 |
5,930 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
416 |
- |
2024-03-31 |
5,899 |
$199,000 |
2,374 |
|
Smartleaf Asset Management LLC |
371 |
- |
2024-03-31 |
4,404 |
$156,000 |
4,220 |
|
SevenOneSeven Capital Management |
9 |
- |
2023-12-31 |
4,288 |
$144,000 |
-54,068 |
|
PACIFIC CAPITAL WEALTH ADVISORS INC |
82 |
- |
2024-03-31 |
3,982 |
$134,000 |
0 |
|
IFP Advisors Inc |
1128 |
*New |
2023-12-31 |
3,673 |
$129,000 |
3,673 |
|
GeoWealth Management LLC |
755 |
- |
2024-03-31 |
3,395 |
$115,000 |
-88 |
|
Park Place Capital Corp |
382 |
- |
2024-03-31 |
1,643 |
$55,000 |
-1,145 |
|
Spectrum Wealth Counsel LLC |
205 |
- |
2024-03-31 |
1,412 |
$48,000 |
0 |
|
Bogart Wealth LLC |
399 |
- |
2024-03-31 |
1,300 |
$44,000 |
0 |
|
CARDIFF PARK ADVISORS LLC |
316 |
- |
2024-03-31 |
1,139 |
$38,000 |
0 |
|
BLACKROCK INC. |
4619 |
- |
2024-03-31 |
1,062 |
$36,000 |
-148,046 |
|
Tortoise Investment Management LLC |
440 |
- |
2024-03-31 |
960 |
$32,000 |
-1,440 |
|
Fortis Advisors LLC |
178 |
- |
2024-03-31 |
885 |
$30,000 |
-70 |
|
Horizons Wealth Management |
111 |
- |
2024-03-31 |
777 |
$27,000 |
0 |
|
SILVER OAK SECURITIES Inc |
458 |
- |
2024-03-31 |
645 |
$22,000 |
-6,822 |
|
THOMPSON INVESTMENT MANAGEMENT INC |
313 |
- |
2024-03-31 |
538 |
$18,000 |
0 |
|
Pineridge Advisors LLC |
229 |
- |
2024-03-31 |
513 |
$17,000 |
-1,722 |
|
LGT Financial Advisors LLC |
458 |
- |
2024-03-31 |
350 |
$12,000 |
-54 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2928 |
*New |
2024-03-31 |
51 |
$2,000 |
51 |
|
Sound Income Strategies LLC |
1084 |
- |
2024-03-31 |
63 |
$2,000 |
-3,386 |
|
FMR LLC |
4647 |
- |
2024-03-31 |
23 |
$1,000 |
-13 |
|
WELLS FARGO & CO/MN |
5828 |
*Closed |
2024-03-31 |
0 |
$0 |
-566 |
|
ADVISORY SERVICES NETWORK, LLC |
1982 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,970 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
531 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,240 |
|
Asset Dedication LLC |
1015 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
|
COMERICA BANK |
3649 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,250 |
|
Smart Money Group LLC |
87 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,306 |
|
Scarborough Advisors LLC |
446 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,009 |
|
Belpointe Asset Management LLC |
817 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,807 |
|
|
100 Records found
|
1
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