| |
Institutional
Holders
Total
Institutions:
 |
76  19 |
|
|
Total
shares held :
|
35,623,107 |
|
|
% of shares
held :
|
39.58% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
|
Amount
of shares held :
|
3,501,155 |
|
|
% of shares
held change :
|
3.89% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  UNITED SERVICES AUTOMOBILE ASSOCIATION |
6 |
- |
2023-12-31 |
2,196,668 |
$103,046,000 |
48,925 |
|
| Bogart Wealth LLC |
9 |
- |
2024-03-31 |
1,250,229 |
$57,986,000 |
757,323 |
|
| MORGAN STANLEY |
2088 |
- |
2023-12-31 |
745,431 |
$34,968,000 |
160,459 |
|
| RIVERSEDGE ADVISORS LLC |
|
- |
2024-03-31 |
625,349 |
$29,004,000 |
146,488 |
|
| Allen Capital Group LLC |
6 |
- |
2024-03-31 |
471,444 |
$21,866,000 |
29,934 |
|
| Advisor Group Holdings Inc. |
454 |
- |
2023-12-31 |
462,096 |
$21,682,000 |
427,117 |
|
| Alliance Wealth Advisors LLC |
1 |
- |
2024-03-31 |
449,329 |
$20,840,000 |
39,973 |
|
| HANSON MCCLAIN, INC. |
74 |
- |
2024-03-31 |
399,816 |
$18,543,000 |
27,300 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
628 |
- |
2024-03-31 |
316,517 |
$14,680,000 |
285,307 |
|
| BANK OF AMERICA CORP /DE/ |
2100 |
- |
2023-12-31 |
290,714 |
$13,637,000 |
75,153 |
|
| FINANCIAL NETWORK |
287 |
- |
2023-12-31 |
275,691 |
$12,933,000 |
241,125 |
|
| LPL FINANCIAL CORP |
1339 |
- |
2023-12-31 |
183,947 |
$8,629,000 |
76,926 |
|
| RAYMOND JAMES & ASSOCIATES |
1271 |
- |
2024-03-31 |
177,083 |
$8,213,000 |
10,972 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
549 |
- |
2024-03-31 |
165,055 |
$7,655,000 |
51,025 |
|
| Patriot Financial Group Insurance Agency LLC |
|
- |
2024-03-31 |
145,289 |
$6,738,000 |
53,517 |
|
| BB&T CORP |
772 |
- |
2023-12-31 |
135,733 |
$6,367,000 |
57,335 |
|
| Pathway Financial Advisors LLC |
13 |
- |
2024-03-31 |
115,324 |
$5,349,000 |
23,988 |
|
| AdvisorNet Financial Inc |
50 |
- |
2024-03-31 |
93,123 |
$4,319,000 |
22,194 |
|
| TOTH FINANCIAL ADVISORY CORP |
70 |
- |
2024-03-31 |
84,678 |
$3,927,000 |
22,303 |
|
| Sloy Dahl & Holst LLC |
15 |
- |
2024-03-31 |
72,437 |
$3,360,000 |
5,641 |
|
| FORTEM FINANCIAL GROUP LLC |
|
- |
2024-03-31 |
59,798 |
$2,773,000 |
9,724 |
|
| Gladstone Institutional Advisory LLC |
168 |
- |
2023-12-31 |
58,125 |
$2,727,000 |
13,776 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
51,975 |
$2,411,000 |
22,625 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2349 |
- |
2023-12-31 |
50,522 |
$2,370,000 |
24,286 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1660 |
- |
2024-03-31 |
50,216 |
$2,329,000 |
42,913 |
|
| DAYMARK WEALTH PARTNERS LLC |
151 |
- |
2024-03-31 |
34,068 |
$1,580,000 |
13,283 |
|
| WELLS FARGO & CO/MN |
2749 |
- |
2023-12-31 |
29,438 |
$1,381,000 |
29,437 |
|
| UBS Group AG |
3191 |
- |
2023-12-31 |
28,353 |
$1,330,000 |
3,344 |
|
| Aspire Wealth Management Corp |
|
- |
2024-03-31 |
28,272 |
$1,311,000 |
2,947 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
|
- |
2024-03-31 |
27,251 |
$1,264,000 |
18,105 |
|
| ROYAL BANK OF CANADA |
3158 |
- |
2023-12-31 |
19,447 |
$913,000 |
7,825 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
330 |
- |
2023-12-31 |
11,906 |
$558,000 |
2,924 |
|
| KLINGENSTEIN FIELDS & CO LLC |
|
- |
2024-03-31 |
10,802 |
$501,000 |
3,752 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
10,555 |
$490,000 |
10,555 |
|
| Koshinski Asset Management Inc. |
297 |
- |
2023-12-31 |
9,650 |
$453,000 |
4,651 |
|
| OLD MISSION CAPITAL LLC |
690 |
- |
2023-12-31 |
7,955 |
$373,000 |
555 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2209 |
- |
2024-03-31 |
7,670 |
$356,000 |
320 |
|
| EverSource Wealth Advisors LLC |
942 |
- |
2023-12-31 |
949 |
$45,000 |
11 |
|
|
38 Records found
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1
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