|
Institutional
Holders
Total
Institutions:
|
112 1 |
|
Total
shares held :
|
10,193,019 |
|
% of shares
held :
|
11.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
477,628 |
|
% of shares
held change :
|
0.53% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
924 |
- |
2023-12-31 |
1,107,967 |
$24,519,000 |
251,723 |
|
WELLS FARGO & CO/MN |
1022 |
- |
2023-12-31 |
1,000,861 |
$22,149,000 |
-278,120 |
|
MORGAN STANLEY |
2599 |
- |
2023-12-31 |
977,065 |
$21,622,000 |
69,688 |
|
MERCER GLOBAL ADVISORS INC /ADV |
197 |
- |
2023-12-31 |
876,414 |
$19,395,000 |
108,421 |
|
JANE STREET GROUP LLC |
550 |
- |
2023-12-31 |
869,765 |
$19,248,000 |
50,639 |
|
BANK OF AMERICA CORP /DE/ |
2454 |
- |
2023-12-31 |
413,810 |
$9,158,000 |
41,967 |
|
Global Strategic Investment Solutions LLC |
30 |
- |
2023-12-31 |
341,180 |
$7,550,000 |
27,947 |
|
Fragasso Group Inc. |
26 |
- |
2024-03-31 |
326,909 |
$7,326,000 |
-102,642 |
|
Oakmont Partners LLC |
136 |
- |
2024-03-31 |
270,013 |
$6,051,000 |
122,506 |
|
LPL FINANCIAL CORP |
1570 |
- |
2023-12-31 |
265,826 |
$5,883,000 |
-248,854 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1157 |
- |
2023-12-31 |
211,919 |
$4,690,000 |
191,945 |
|
FLOW TRADERS U.S. LLC |
101 |
- |
2023-12-31 |
197,373 |
$4,368,000 |
147,476 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
79 |
- |
2023-12-31 |
175,842 |
$3,891,000 |
146,486 |
|
UBS Group AG |
2223 |
- |
2023-12-31 |
173,710 |
$3,844,000 |
-23,025 |
|
BB&T CORP |
966 |
- |
2023-12-31 |
168,930 |
$3,738,000 |
-8,773 |
|
AMERIPRISE FINANCIAL INC |
2495 |
- |
2023-12-31 |
162,354 |
$3,593,000 |
-6,217 |
|
ROYAL BANK OF CANADA |
2260 |
- |
2023-12-31 |
133,454 |
$2,953,000 |
-66,591 |
|
Willis Johnson & Associates Inc. |
48 |
- |
2024-03-31 |
110,433 |
$2,475,000 |
5,461 |
|
Wealthcare Advisory Partners LLC |
205 |
- |
2024-03-31 |
108,661 |
$2,435,000 |
4,463 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
88 |
- |
2023-12-31 |
105,036 |
$2,324,000 |
87,168 |
|
High Net Worth Advisory Group LLC |
33 |
- |
2024-03-31 |
102,089 |
$2,288,000 |
10 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1580 |
- |
2024-03-31 |
98,442 |
$2,206,000 |
-3,328 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
93,877 |
$2,077,000 |
-819 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1676 |
- |
2023-12-31 |
89,310 |
$1,976,000 |
-46,254 |
|
Visionary Wealth Advisors |
161 |
- |
2023-12-31 |
83,988 |
$1,859,000 |
-27,429 |
|
Kades & Cheifetz LLC |
22 |
- |
2023-12-31 |
81,716 |
$1,808,000 |
-6,664 |
|
Breakwater Capital Group |
63 |
- |
2024-03-31 |
77,088 |
$1,728,000 |
-7,971 |
|
Advisor Group Holdings Inc. |
1998 |
- |
2023-12-31 |
75,970 |
$1,681,000 |
-42,474 |
|
FINANCIAL NETWORK |
1084 |
- |
2023-12-31 |
72,057 |
$1,595,000 |
13,219 |
|
STEPHENS INC /AR/ |
463 |
- |
2023-12-31 |
65,353 |
$1,446,000 |
771 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
255 |
*New |
2023-12-31 |
62,844 |
$1,391,000 |
62,844 |
|
NAPLES GLOBAL ADVISORS LLC |
181 |
- |
2023-12-31 |
59,300 |
$1,312,000 |
-29,140 |
|
Cetera Investment Advisers |
1039 |
- |
2023-12-31 |
51,693 |
$1,144,000 |
14,161 |
|
Goss Wealth Management LLC |
902 |
- |
2023-12-31 |
46,835 |
$1,034,000 |
-2,428 |
|
Dynamic Advisors Solutions LLC |
444 |
- |
2024-03-31 |
44,959 |
$1,008,000 |
82 |
|
McAdam LLC |
120 |
- |
2024-03-31 |
44,385 |
$995,000 |
-2,268 |
|
JACOBSON & SCHMITT ADVISORS LLC |
43 |
- |
2023-12-31 |
44,592 |
$987,000 |
3,401 |
|
DEAN C H & ASSOCIATES INC |
180 |
- |
2023-12-31 |
41,000 |
$907,000 |
0 |
|
Kestra Advisory Services LLC |
1183 |
- |
2023-12-31 |
40,050 |
$886,000 |
10,444 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
153 |
- |
2023-12-31 |
39,571 |
$876,000 |
-38 |
|
Rockefeller Capital Management L.P. |
1191 |
- |
2023-12-31 |
38,812 |
$859,000 |
2,600 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
31,421 |
$695,000 |
6,939 |
|
RMR Wealth Builders |
126 |
- |
2024-03-31 |
29,169 |
$654,000 |
6,120 |
|
WSFS CAPITAL MANAGEMENT LLC |
257 |
*New |
2023-12-31 |
29,041 |
$643,000 |
29,041 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2044 |
- |
2024-03-31 |
28,524 |
$639,000 |
486 |
|
CITADEL ADVISORS LLC |
3375 |
- |
2023-12-31 |
28,392 |
$628,000 |
-53,538 |
|
Occidental Asset Management LLC |
127 |
- |
2024-03-31 |
26,229 |
$588,000 |
418 |
|
Concurrent Investment Advisors LLC |
462 |
- |
2023-12-31 |
26,201 |
$580,000 |
0 |
|
Resources Investment Advisors Inc. |
661 |
- |
2023-12-31 |
25,787 |
$571,000 |
-9,373 |
|
Innova Wealth Partners |
31 |
- |
2023-12-31 |
23,576 |
$522,000 |
-6,768 |
|
Envestnet Portfolio Solutions Inc. |
1027 |
- |
2023-12-31 |
23,539 |
$521,000 |
23 |
|
LWS Wealth Advisors Inc. |
46 |
*New |
2023-12-31 |
22,575 |
$500,000 |
22,575 |
|
Mutual Advisors LLC |
653 |
- |
2023-12-31 |
21,933 |
$485,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
433 |
*New |
2023-12-31 |
21,438 |
$474,000 |
21,438 |
|
Private Advisor Group LLC |
1524 |
- |
2023-12-31 |
20,910 |
$463,000 |
3,692 |
|
Allen Capital Group LLC |
131 |
- |
2024-03-31 |
20,558 |
$461,000 |
0 |
|
Equitable Holdings Inc. |
801 |
*New |
2023-12-31 |
20,615 |
$456,000 |
20,615 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1234 |
- |
2023-12-31 |
20,489 |
$453,000 |
6,835 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
19,905 |
$440,000 |
-89 |
|
NATIONAL ASSET MANAGEMENT, INC. |
890 |
- |
2023-12-31 |
19,523 |
$432,000 |
1,932 |
|
Brandywine Oak Private Wealth LLC |
162 |
- |
2023-12-31 |
18,254 |
$404,000 |
-3,768 |
|
Snowden Capital Advisors LLC |
778 |
- |
2023-12-31 |
18,088 |
$400,000 |
-6,251 |
|
PRUDENTIAL FINANCIAL INC |
2223 |
*New |
2023-12-31 |
17,862 |
$395,000 |
17,862 |
|
PRINCIPAL SECURITIES INC. |
704 |
- |
2023-12-31 |
17,268 |
$382,000 |
0 |
|
PFG Advisors |
424 |
- |
2023-12-31 |
16,860 |
$373,000 |
-1,235 |
|
Tortoise Investment Management LLC |
167 |
- |
2023-12-31 |
15,967 |
$353,000 |
-10,100 |
|
Sigma Planning Corp |
588 |
- |
2023-12-31 |
14,979 |
$331,000 |
-33,389 |
|
EAGLE GLOBAL ADVISORS LLC |
188 |
- |
2023-12-31 |
14,884 |
$329,000 |
2,000 |
|
Walkner Condon Financial Advisors LLC |
204 |
- |
2024-03-31 |
14,599 |
$327,000 |
-681 |
|
Kingsview Wealth Management LLC |
747 |
- |
2023-12-31 |
14,224 |
$315,000 |
805 |
|
JANNEY MONTGOMERY SCOTT LLC |
2202 |
- |
2023-12-31 |
13,406 |
$297,000 |
13,406 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
964 |
- |
2023-12-31 |
12,808 |
$283,000 |
-4,198 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
538 |
- |
2024-03-31 |
12,473 |
$280,000 |
29 |
|
FOSTER & MOTLEY INC |
346 |
- |
2024-03-31 |
12,070 |
$270,000 |
-960 |
|
AE Wealth Management LLC |
1761 |
- |
2023-12-31 |
12,018 |
$265,000 |
-5,205 |
|
QP WEALTH MANAGEMENT LLC |
56 |
- |
2023-09-30 |
12,162 |
$263,000 |
780 |
|
FC Advisory LLC |
87 |
- |
2024-03-31 |
11,701 |
$262,000 |
-215 |
|
1620 INVESTMENT ADVISORS INC. |
118 |
- |
2023-12-31 |
11,585 |
$256,000 |
970 |
|
Auour Investments LLC |
|
- |
2023-12-31 |
11,408 |
$250,000 |
-6,187 |
|
COMERICA BANK |
2179 |
- |
2023-12-31 |
10,904 |
$241,000 |
93 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
10,602 |
$235,000 |
0 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
466 |
*New |
2024-03-31 |
10,400 |
$233,000 |
10,400 |
|
H D Vest Advisory Services |
1378 |
- |
2023-12-31 |
10,442 |
$231,000 |
139 |
|
Clear Rock Advisors LLC |
67 |
- |
2023-12-31 |
10,206 |
$225,000 |
0 |
|
Hobart Private Capital LLC |
62 |
- |
2024-03-31 |
9,949 |
$223,000 |
-4,963 |
|
STIFEL FINANCIAL CORP |
3001 |
- |
2023-12-31 |
10,044 |
$222,000 |
-797 |
|
MML INVESTORS SERVICES LLC |
2254 |
- |
2023-12-31 |
9,915 |
$219,000 |
-2,074 |
|
MARINER WEALTH ADVISORS, LLC |
2639 |
- |
2023-12-31 |
9,600 |
$212,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
863 |
- |
2023-12-31 |
8,751 |
$194,000 |
153 |
|
NBC SECURITIES INC. |
844 |
- |
2024-03-31 |
6,516 |
$146,000 |
0 |
|
MATHER GROUP, INC. |
674 |
*New |
2024-03-31 |
4,996 |
$111,000 |
4,996 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
4,500 |
$100,000 |
0 |
|
HANSON MCCLAIN, INC. |
1064 |
- |
2024-03-31 |
3,787 |
$85,000 |
-1,092 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
17 |
- |
2022-12-31 |
3,243 |
$72,000 |
-1,368 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1257 |
- |
2023-12-31 |
2,012 |
$45,000 |
-954 |
|
IFP Advisors Inc |
1562 |
- |
2023-12-31 |
2,000 |
$44,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
731 |
- |
2023-12-31 |
1,843 |
$41,000 |
0 |
|
Capital Analysts Inc. |
713 |
- |
2023-12-31 |
1,525 |
$34,000 |
-375,606 |
|
Global Retirement Partners LLC |
1632 |
- |
2024-03-31 |
1,302 |
$29,000 |
-689 |
|
Coppell Advisory Solutions LLC |
693 |
- |
2023-12-31 |
991 |
$22,000 |
923 |
|
|
100 Records found
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1
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