|
Institutional
Holders
Total
Institutions:
|
63 3 |
|
Total
shares held :
|
25,211,165 |
|
% of shares
held :
|
20.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
2,067,957 |
|
% of shares
held change :
|
1.68% |
|
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 |
Orion Portfolio Solutions LLC |
1 |
- |
2023-12-31 |
18,248,717 |
$842,543,000 |
-79,912 |
|
Integrated Wealth Concepts LLC |
16 |
*New |
2023-12-31 |
1,145,374 |
$53,317,000 |
1,145,374 |
|
LPL FINANCIAL CORP |
670 |
- |
2023-12-31 |
684,116 |
$31,846,000 |
306,778 |
|
Madrona Financial Services LLC |
2 |
- |
2024-03-31 |
536,710 |
$27,039,000 |
18,652 |
|
TOWNSQUARE CAPITAL LLC |
55 |
- |
2023-12-31 |
526,930 |
$24,529,000 |
51,130 |
|
ENVESTNET ASSET MANAGEMENT INC |
1021 |
- |
2023-12-31 |
445,465 |
$20,736,000 |
-10,087 |
|
Main Management LLC |
19 |
- |
2023-12-31 |
399,444 |
$18,594,000 |
1,961 |
|
Advisor Group Holdings Inc. |
515 |
- |
2023-12-31 |
385,963 |
$17,970,000 |
-164,667 |
|
GeoWealth Management LLC |
12 |
- |
2023-12-31 |
339,156 |
$15,789,000 |
596 |
|
Atria Wealth Solutions Inc. |
112 |
- |
2023-12-31 |
325,788 |
$15,201,000 |
85,697 |
|
Envestnet Portfolio Solutions Inc. |
174 |
- |
2023-12-31 |
283,493 |
$13,197,000 |
41,702 |
|
Feltz Wealth PLAN Inc. |
13 |
- |
2023-12-31 |
280,350 |
$13,050,000 |
5,853 |
|
Spire Wealth Management |
94 |
- |
2024-03-31 |
215,632 |
$10,864,000 |
2,387 |
|
ATRIA INVESTMENTS LLC |
154 |
- |
2023-12-31 |
217,326 |
$10,117,000 |
141,078 |
|
McAlister Sweet & Associates Inc. |
4 |
- |
2024-03-31 |
123,503 |
$6,222,000 |
-8,178 |
|
Mutual Advisors LLC |
100 |
- |
2023-12-31 |
133,500 |
$6,214,000 |
7,795 |
|
Change Path LLC |
68 |
- |
2023-12-31 |
115,579 |
$5,380,000 |
51,463 |
|
Goss Wealth Management LLC |
350 |
- |
2023-12-31 |
104,616 |
$4,935,000 |
104,270 |
|
Encompass More Asset Management |
5 |
- |
2023-12-31 |
73,891 |
$3,440,000 |
0 |
|
H D Vest Advisory Services |
366 |
- |
2023-12-31 |
72,336 |
$3,367,000 |
29,636 |
|
Fiduciary Alliance LLC |
57 |
- |
2024-03-31 |
55,093 |
$2,771,000 |
1,943 |
|
Cetera Investment Advisers |
751 |
- |
2023-12-31 |
48,324 |
$2,249,000 |
1,753 |
|
CWM LLC |
618 |
- |
2024-03-31 |
38,636 |
$1,946,000 |
32,687 |
|
Financial Advocates Investment Management |
183 |
- |
2023-12-31 |
40,814 |
$1,900,000 |
900 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
40,703 |
$1,895,000 |
22,039 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1382 |
- |
2024-03-31 |
32,946 |
$1,660,000 |
8,744 |
|
AE Wealth Management LLC |
986 |
- |
2023-12-31 |
32,601 |
$1,551,000 |
5,680 |
|
Lunt Capital Management Inc. |
31 |
- |
2024-03-31 |
29,439 |
$1,483,000 |
2,356 |
|
OLD MISSION CAPITAL LLC |
345 |
- |
2023-12-31 |
30,502 |
$1,420,000 |
14,917 |
|
PFG Investments LLC |
347 |
*New |
2024-03-31 |
18,589 |
$937,000 |
18,589 |
|
LifePro Asset Management |
46 |
- |
2024-03-31 |
18,158 |
$915,000 |
-1,797 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
18,813 |
$876,000 |
-2,259 |
|
FINANCIAL NETWORK |
1503 |
- |
2023-12-31 |
17,524 |
$816,000 |
8,364 |
|
WELLS FARGO & CO/MN |
3112 |
- |
2023-12-31 |
16,338 |
$761,000 |
-171 |
|
MULTIFINANCIAL SECURITIES CORP |
989 |
- |
2023-12-31 |
13,634 |
$635,000 |
-8,179 |
|
Foundations Investment Advisors LLC |
383 |
- |
2023-12-31 |
13,370 |
$630,000 |
5,222 |
|
ADVISORY SERVICES NETWORK, LLC |
807 |
- |
2023-12-31 |
13,188 |
$614,000 |
1,724 |
|
Ethos Financial Group LLC |
116 |
- |
2023-12-31 |
19,953 |
$560,000 |
13,133 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2631 |
- |
2023-12-31 |
10,859 |
$506,000 |
3,172 |
|
Allen Mooney & Barnes Investment Advisors LLC |
102 |
*New |
2024-03-31 |
9,932 |
$494,000 |
9,932 |
|
Coppell Advisory Solutions LLC |
163 |
- |
2023-12-31 |
10,193 |
$474,000 |
7,222 |
|
Sigma Planning Corp |
505 |
- |
2023-12-31 |
9,089 |
$423,000 |
-4,788 |
|
MML INVESTORS SERVICES LLC |
1860 |
*New |
2023-12-31 |
8,760 |
$408,000 |
8,760 |
|
Simplicity WealthLLC |
825 |
*New |
2024-03-31 |
7,719 |
$389,000 |
7,719 |
|
ICA Group Wealth Management LLC |
181 |
- |
2023-12-31 |
8,216 |
$382,000 |
1,099 |
|
Atomi Financial Group Inc. |
397 |
*New |
2023-12-31 |
6,826 |
$318,000 |
6,826 |
|
Axiom Advisory LLC |
28 |
- |
2024-03-31 |
6,050 |
$305,000 |
0 |
|
Sawtooth Asset Management Inc. |
851 |
- |
2023-12-31 |
6,228 |
$290,000 |
0 |
|
DFPG INVESTMENTS INC. |
530 |
- |
2023-12-31 |
6,136 |
$279,000 |
-19 |
|
SILVER OAK SECURITIES Inc |
410 |
*New |
2023-12-31 |
5,379 |
$250,000 |
5,379 |
|
J P MORGAN CHASE & CO |
4098 |
*New |
2023-12-31 |
5,072 |
$236,000 |
5,072 |
|
FLAGSHIP HARBOR ADVISORS LLC |
601 |
*New |
2024-03-31 |
4,541 |
$229,000 |
4,541 |
|
HARBOUR INVESTMENTS INC. |
819 |
- |
2023-12-31 |
4,855 |
$226,000 |
0 |
|
Nemes Rush Group LLC |
155 |
- |
2023-12-31 |
4,629 |
$215,000 |
-812 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1611 |
- |
2023-09-30 |
5,072 |
$213,000 |
0 |
|
Hobbs Group Advisors LLC |
130 |
- |
2023-12-31 |
3,436 |
$160,000 |
0 |
|
MORGAN STANLEY |
5624 |
- |
2023-12-31 |
3,041 |
$142,000 |
901 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
2,080 |
$96,000 |
-1,037 |
|
ROYAL BANK OF CANADA |
5097 |
- |
2023-12-31 |
1,623 |
$76,000 |
1,623 |
|
Register Financial Advisors LLC |
343 |
*New |
2024-03-31 |
1,000 |
$50,000 |
1,000 |
|
FTB Advisors Inc. |
960 |
*New |
2024-03-31 |
970 |
$49,000 |
970 |
|
Westside Investment Management Inc. |
369 |
- |
2024-03-31 |
834 |
$42,000 |
0 |
|
FMR LLC |
3472 |
- |
2023-12-31 |
838 |
$39,000 |
837 |
|
GRADIENT INVESTMENTS LLC |
569 |
- |
2024-03-31 |
338 |
$17,000 |
0 |
|
UBS Group AG |
5871 |
- |
2023-12-31 |
375 |
$17,000 |
-237 |
|
BANK OF AMERICA CORP /DE/ |
5738 |
*New |
2023-12-31 |
257 |
$12,000 |
257 |
|
Coppell Advisory Solutions Corp. |
505 |
*Closed |
2023-03-31 |
0 |
$0 |
-2,971 |
|
Impact Partnership Wealth LLC |
855 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,375 |
|
V Wealth ManagementLLC |
211 |
*Closed |
2023-09-30 |
0 |
$0 |
-5,815 |
|
EverSource Wealth Advisors LLC |
2642 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,620 |
|
PROEQUITIES INC. |
4474 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Peterson Financial Group Inc. |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,829 |
|
IFP Advisors Inc |
3190 |
*Closed |
2023-12-31 |
0 |
$0 |
-674 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
303 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,273 |
|
Independent Wealth Network Inc. |
118 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,117 |
|
Koshinski Asset Management Inc. |
583 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,012 |
|
JANNEY MONTGOMERY SCOTT LLC |
2769 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,915 |
|
CITADEL ADVISORS LLC |
6398 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,685 |
|
|
78 Records found
|
1
|
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