|
Institutional
Holders
Total
Institutions:
|
41 0 |
|
Total
shares held :
|
6,750,216 |
|
% of shares
held :
|
75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
2,375,921 |
|
% of shares
held change :
|
26.4% |
|
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 |
J P MORGAN CHASE & CO |
708 |
- |
2023-12-31 |
2,341,313 |
$132,563,000 |
2,340,111 |
|
Quotient Wealth Partners LLC |
7 |
- |
2023-12-31 |
2,295,398 |
$129,963,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
513 |
- |
2023-12-31 |
1,159,111 |
$65,628,000 |
-4,029 |
|
MARINER WEALTH ADVISORS, LLC |
437 |
- |
2023-12-31 |
199,229 |
$11,280,000 |
-6,047 |
|
MML INVESTORS SERVICES LLC |
438 |
- |
2023-12-31 |
143,533 |
$8,127,000 |
-9,643 |
|
W. E. Donoghue & Co. LLC |
8 |
- |
2023-12-31 |
86,953 |
$4,923,000 |
12,105 |
|
Cyndeo Wealth Partners LLC |
81 |
- |
2024-03-31 |
75,972 |
$4,615,000 |
25,947 |
|
PROEQUITIES INC. |
69 |
- |
2023-12-31 |
80,620 |
$4,565,000 |
-1,616 |
|
Signify Wealth |
9 |
- |
2024-03-31 |
52,370 |
$3,181,000 |
6,279 |
|
LPL FINANCIAL CORP |
2082 |
- |
2023-12-31 |
51,049 |
$2,890,000 |
-1,926 |
|
Platform Technology Partners |
44 |
- |
2023-12-31 |
28,163 |
$1,674,000 |
756 |
|
SMART PORTFOLIOS, LLC |
14 |
- |
2023-12-31 |
26,821 |
$1,594,000 |
-111 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1869 |
- |
2024-03-31 |
22,095 |
$1,342,000 |
274 |
|
Santori & Peters Inc. |
23 |
- |
2024-03-31 |
20,878 |
$1,268,000 |
-474 |
|
Smart Money Group LLC |
34 |
- |
2023-12-31 |
19,947 |
$1,129,000 |
-17 |
|
Advisor Group Holdings Inc. |
2519 |
- |
2023-12-31 |
17,284 |
$979,000 |
-5,280 |
|
ROYAL BANK OF CANADA |
3178 |
- |
2023-12-31 |
15,715 |
$889,000 |
-416 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1825 |
- |
2024-03-31 |
14,071 |
$855,000 |
-3,506 |
|
Envestnet Portfolio Solutions Inc. |
844 |
- |
2023-12-31 |
14,725 |
$834,000 |
-635 |
|
SeaCrest Wealth Management LLC |
238 |
- |
2024-03-31 |
11,675 |
$709,000 |
-210 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
11,762 |
$666,000 |
-1,514 |
|
Atria Wealth Solutions Inc. |
1121 |
- |
2023-12-31 |
10,232 |
$579,000 |
-1,024 |
|
MBL Wealth LLC |
123 |
- |
2024-03-31 |
9,125 |
$554,000 |
-150 |
|
Wellington Wealth Strategies LLC. |
43 |
- |
2023-12-31 |
9,550 |
$541,000 |
0 |
|
Tradition Wealth Management LLC |
183 |
- |
2023-12-31 |
9,192 |
$520,000 |
-200 |
|
BRYN MAWR TRUST CO/PA |
244 |
- |
2023-09-30 |
9,745 |
$499,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1014 |
- |
2023-12-31 |
8,487 |
$481,000 |
-341 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
249 |
- |
2023-12-31 |
8,497 |
$481,000 |
-470 |
|
STIFEL FINANCIAL CORP |
2621 |
- |
2023-12-31 |
7,798 |
$442,000 |
-502 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
548 |
- |
2023-12-31 |
6,500 |
$368,000 |
-949 |
|
Madrona Financial Services LLC |
60 |
- |
2024-03-31 |
5,678 |
$345,000 |
253 |
|
Kestra Advisory Services LLC |
1772 |
- |
2023-12-31 |
5,790 |
$328,000 |
-125 |
|
Resonant Capital Advisors LLC |
226 |
- |
2023-12-31 |
5,544 |
$314,000 |
0 |
|
Global Retirement Partners LLC |
667 |
- |
2024-03-31 |
4,677 |
$284,000 |
-1,026 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4835 |
- |
2023-12-31 |
3,682 |
$208,000 |
-293 |
|
MORGAN STANLEY |
5799 |
- |
2023-12-31 |
1,500 |
$85,000 |
-231 |
|
Ahrens Investment Partners LLC |
290 |
*New |
2023-03-31 |
1,261 |
$62,000 |
1,261 |
|
FTB Advisors Inc. |
926 |
- |
2024-03-31 |
854 |
$52,000 |
-73 |
|
UBS Group AG |
5701 |
- |
2023-12-31 |
402 |
$23,000 |
-1,042 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2440 |
- |
2023-12-31 |
263 |
$15,000 |
0 |
|
NBC SECURITIES INC. |
1550 |
- |
2024-03-31 |
240 |
$14,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2089 |
- |
2023-12-31 |
221 |
$13,000 |
0 |
|
SRS Capital Advisors Inc. |
776 |
- |
2023-12-31 |
163 |
$9,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
32 |
$2,000 |
0 |
|
WELLS FARGO & CO/MN |
5822 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
GTS SECURITIES LLC |
1730 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,371 |
|
|
46 Records found
|
1
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