|
Institutional
Holders
Total
Institutions:
|
64 2 |
|
Total
shares held :
|
11,692,041 |
|
% of shares
held :
|
12.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
1,199,817 |
|
% of shares
held change :
|
1.33% |
|
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 |
Integrated Wealth Concepts LLC |
17 |
*New |
2023-12-31 |
1,487,296 |
$52,992,000 |
1,487,296 |
|
CWM LLC |
75 |
- |
2024-03-31 |
1,376,029 |
$52,908,000 |
-65,152 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
296 |
- |
2024-03-31 |
1,066,297 |
$40,999,000 |
-59,093 |
|
ROYAL BANK OF CANADA |
873 |
- |
2023-12-31 |
918,163 |
$32,714,000 |
87,722 |
|
RAYMOND JAMES & ASSOCIATES |
580 |
- |
2024-03-31 |
812,357 |
$31,235,000 |
-4,370 |
|
Donald L. Hagan LLC |
1 |
- |
2024-03-31 |
755,815 |
$29,061,000 |
4,090 |
|
PROSPERA FINANCIAL SERVICES |
16 |
- |
2023-12-31 |
809,924 |
$28,858,000 |
-13,936 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
5 |
*New |
2024-03-31 |
599,629 |
$23,056,000 |
599,629 |
|
IHT Wealth Management LLC |
17 |
- |
2023-12-31 |
577,587 |
$20,579,000 |
36,184 |
|
Resources Investment Advisors Inc. |
89 |
- |
2023-12-31 |
405,355 |
$14,443,000 |
29,625 |
|
Pacific Sage Partners LLC |
6 |
- |
2024-03-31 |
351,697 |
$13,523,000 |
23,284 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
624 |
- |
2023-12-31 |
357,141 |
$12,725,000 |
889 |
|
MORGAN STANLEY |
3193 |
- |
2023-12-31 |
321,118 |
$11,441,000 |
-32,403 |
|
LPL FINANCIAL CORP |
1252 |
- |
2023-12-31 |
279,306 |
$9,952,000 |
-28,055 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
531 |
- |
2024-03-31 |
209,967 |
$8,073,000 |
-12,702 |
|
First Capital Advisors Group LLC. |
1 |
- |
2023-06-30 |
211,864 |
$7,523,000 |
73,745 |
|
Advisor Group Holdings Inc. |
992 |
- |
2023-12-31 |
195,248 |
$6,957,000 |
-80,945 |
|
Steward Partners Investment Advisory LLC |
236 |
- |
2023-12-31 |
178,830 |
$6,372,000 |
5,107 |
|
SkyOak Wealt LLC |
13 |
- |
2023-12-31 |
175,267 |
$6,245,000 |
-5,508 |
|
Stratos Wealth Advisors LLC |
76 |
- |
2024-03-31 |
143,019 |
$5,499,000 |
-8,598 |
|
STIFEL FINANCIAL CORP |
1126 |
- |
2023-12-31 |
133,003 |
$4,739,000 |
30,200 |
|
ARQ WEALTH ADVISORS LLC |
16 |
- |
2023-12-31 |
131,799 |
$4,696,000 |
11,090 |
|
SPC FINANCIAL, INC. |
46 |
- |
2023-12-31 |
107,752 |
$3,839,000 |
14,484 |
|
EQIS CAPITAL MANAGEMENT, INC. |
67 |
- |
2023-12-31 |
93,728 |
$3,340,000 |
838 |
|
JANNEY MONTGOMERY SCOTT LLC |
894 |
- |
2023-12-31 |
90,966 |
$3,241,000 |
-3,035 |
|
Prosperity Wealth Management Inc. |
9 |
- |
2023-12-31 |
90,116 |
$3,211,000 |
-6,712 |
|
Andesa Financial Management Inc. |
16 |
- |
2022-12-31 |
99,962 |
$3,046,000 |
-109,800 |
|
RAYMOND JAMES TRUST CO |
273 |
- |
2024-03-31 |
65,011 |
$2,500,000 |
4,980 |
|
J2 Capital Management Inc |
9 |
- |
2023-09-30 |
65,071 |
$2,220,000 |
-3,478 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1196 |
- |
2024-03-31 |
57,014 |
$2,192,000 |
-741 |
|
ROMAN BUTLER FULLERTON & CO |
35 |
- |
2023-12-31 |
51,938 |
$1,880,000 |
-208 |
|
Accordant Advisory Group Inc |
28 |
- |
2024-03-31 |
38,502 |
$1,480,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
828 |
- |
2023-12-31 |
41,198 |
$1,468,000 |
-48,932 |
|
HIGHTOWER ADVISORS, LLC |
1651 |
- |
2023-12-31 |
36,799 |
$1,309,000 |
-9,042 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2580 |
- |
2023-12-31 |
32,493 |
$1,158,000 |
5,412 |
|
Prosperity Financial Group Inc. |
35 |
- |
2023-12-31 |
27,543 |
$981,000 |
0 |
|
Well Done LLC |
73 |
- |
2024-03-31 |
23,876 |
$918,000 |
-605 |
|
TD Waterhouse Canada Inc. |
434 |
- |
2023-12-31 |
21,805 |
$914,000 |
-1,707 |
|
FINANCIAL ARCHITECTS INC |
157 |
*New |
2023-06-30 |
23,755 |
$844,000 |
23,755 |
|
RWM Asset Management LLC |
78 |
- |
2024-03-31 |
21,409 |
$823,000 |
-208 |
|
BANK OF MONTREAL /CAN/ |
1801 |
- |
2023-12-31 |
20,485 |
$737,000 |
-1,666 |
|
Arete Wealth Advisors LLC |
346 |
- |
2023-12-31 |
17,742 |
$632,000 |
9,950 |
|
BB&T CORP |
1834 |
- |
2023-12-31 |
16,992 |
$605,000 |
-3,322 |
|
Atria Wealth Solutions Inc. |
1106 |
- |
2023-12-31 |
16,699 |
$595,000 |
-3,681 |
|
WEALTH EFFECTS LLC |
100 |
- |
2024-03-31 |
14,239 |
$547,000 |
-14,285 |
|
Envestnet Portfolio Solutions Inc. |
1045 |
- |
2023-12-31 |
14,159 |
$504,000 |
5,504 |
|
ENVESTNET ASSET MANAGEMENT INC |
3334 |
- |
2023-12-31 |
13,347 |
$476,000 |
-33,990 |
|
Williams & Novak LLC |
47 |
- |
2024-03-31 |
13,260 |
$472,000 |
0 |
|
Palumbo Wealth Management LLC |
96 |
- |
2024-03-31 |
9,466 |
$364,000 |
215 |
|
Triumph Capital Management |
155 |
- |
2024-03-31 |
8,708 |
$334,000 |
2,397 |
|
MGB Wealth Management LLC |
142 |
- |
2023-12-31 |
8,956 |
$319,000 |
0 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
69 |
- |
2024-03-31 |
7,600 |
$292,000 |
-142 |
|
Mount Yale Investment Advisors LLC |
417 |
*New |
2023-12-31 |
8,046 |
$287,000 |
8,046 |
|
Kingsview Wealth Management LLC |
808 |
- |
2023-12-31 |
7,474 |
$266,000 |
-723 |
|
Encompass More Asset Management |
66 |
- |
2023-12-31 |
7,321 |
$261,000 |
0 |
|
Western Wealth Management LLC |
591 |
- |
2023-12-31 |
7,208 |
$257,000 |
-1,500 |
|
JANE STREET GROUP LLC |
4559 |
*New |
2023-12-31 |
7,180 |
$256,000 |
7,180 |
|
GTS SECURITIES LLC |
1179 |
- |
2023-12-31 |
7,100 |
$253,000 |
-92,900 |
|
Orion Portfolio Solutions LLC |
1484 |
*New |
2023-12-31 |
6,844 |
$243,000 |
6,844 |
|
REGAL INVESTMENT ADVISORS, LLC |
465 |
- |
2023-12-31 |
6,784 |
$242,000 |
-274 |
|
LINCOLN NATIONAL CORP |
961 |
- |
2023-12-31 |
6,582 |
$235,000 |
-32,098 |
|
Kestra Advisory Services LLC |
2003 |
*New |
2023-12-31 |
6,437 |
$229,000 |
6,437 |
|
Integrated Investment Consultants LLC |
240 |
*New |
2024-03-31 |
5,630 |
$216,000 |
5,630 |
|
HOLLENCREST SECURITIES LLC |
455 |
- |
2023-12-31 |
1,724 |
$61,000 |
-1,170 |
|
WELLS FARGO & CO/MN |
4868 |
- |
2023-12-31 |
750 |
$27,000 |
-182 |
|
ALPHAMARK ADVISORS LLC |
471 |
- |
2024-03-31 |
382 |
$15,000 |
37 |
|
Ahrens Investment Partners LLC |
673 |
*New |
2023-03-31 |
250 |
$8,000 |
250 |
|
Financial Gravity Wealth Inc. |
415 |
- |
2023-12-31 |
237 |
$8,000 |
0 |
|
TSFG LLC |
525 |
*New |
2024-03-31 |
192 |
$7,000 |
192 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
146 |
$5,000 |
-1,164 |
|
UBS Group AG |
6479 |
- |
2023-12-31 |
122 |
$4,000 |
-1,034 |
|
Dynamic Advisors Solutions LLC |
940 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,260 |
|
FISHMAN JAY A LTD/MI |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,775 |
|
J P MORGAN CHASE & CO |
5889 |
*Closed |
2023-12-31 |
0 |
$0 |
-504 |
|
PROEQUITIES INC. |
6221 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
5922 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,495 |
|
SFMG, LLC |
272 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,410 |
|
GRADIENT INVESTMENTS LLC |
1751 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
HARBOUR INVESTMENTS INC. |
3147 |
*Closed |
2023-12-31 |
0 |
$0 |
-553 |
|
|
79 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
|
|
|