|
Institutional
Holders
Total
Institutions:
|
76 3 |
|
Total
shares held :
|
9,503,724 |
|
% of shares
held :
|
10.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-270,135 |
|
% of shares
held change :
|
-0.3% |
|
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 |
VICTORY CAPITAL MANAGEMENT INC |
110 |
- |
2024-03-31 |
4,231,845 |
$210,873,000 |
0 |
|
MARQUETTE ASSET MANAGEMENT INC. |
8 |
- |
2024-03-31 |
595,489 |
$29,673,000 |
1,615 |
|
MORGAN STANLEY |
2832 |
- |
2023-12-31 |
342,977 |
$17,008,000 |
64,277 |
|
JANE STREET GROUP LLC |
633 |
- |
2023-12-31 |
331,442 |
$16,436,000 |
319,446 |
|
BANK OF AMERICA CORP /DE/ |
2004 |
- |
2023-12-31 |
307,897 |
$15,269,000 |
47,965 |
|
Legacy CG LLC |
6 |
- |
2024-03-31 |
282,134 |
$14,059,000 |
-14,277 |
|
LPL FINANCIAL CORP |
1212 |
- |
2024-03-31 |
239,135 |
$11,916,000 |
15,280 |
|
ATRIA INVESTMENTS LLC |
127 |
- |
2023-12-31 |
239,607 |
$11,882,000 |
-52,828 |
|
MARINER WEALTH ADVISORS, LLC |
427 |
- |
2023-12-31 |
235,442 |
$11,676,000 |
-639 |
|
Cornerstone Planning Group LLC |
8 |
- |
2024-03-31 |
234,946 |
$11,670,000 |
7,203 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
216,578 |
$10,740,000 |
48,086 |
|
PRAIRIEVIEW WEALTH PARTNERS LLC |
5 |
*New |
2024-03-31 |
213,183 |
$10,623,000 |
213,183 |
|
Amplius Wealth Advisors LLC |
27 |
- |
2024-03-31 |
162,168 |
$8,081,000 |
-92,570 |
|
TOTH FINANCIAL ADVISORY CORP |
36 |
- |
2024-03-31 |
157,975 |
$7,872,000 |
8,825 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
37 |
- |
2024-03-31 |
136,848 |
$6,819,000 |
2,557 |
|
Advisor Group Holdings Inc. |
878 |
- |
2024-03-31 |
131,229 |
$6,539,000 |
13,811 |
|
ENVESTNET ASSET MANAGEMENT INC |
1810 |
- |
2023-12-31 |
113,549 |
$5,631,000 |
-139,589 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1072 |
- |
2024-03-31 |
111,494 |
$5,556,000 |
79,206 |
|
RAYMOND JAMES & ASSOCIATES |
1528 |
- |
2024-03-31 |
107,418 |
$5,353,000 |
3,458 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1275 |
*New |
2024-03-31 |
84,616 |
$4,216,000 |
84,616 |
|
Masso Torrence Wealth Management Inc. |
13 |
- |
2024-03-31 |
79,363 |
$3,955,000 |
6,709 |
|
Pine Valley Investments Ltd Liability Co |
81 |
- |
2024-03-31 |
77,445 |
$3,859,000 |
68,278 |
|
STIFEL FINANCIAL CORP |
1271 |
- |
2023-12-31 |
75,159 |
$3,727,000 |
-21,328 |
|
ROYAL BANK OF CANADA |
2228 |
- |
2023-12-31 |
62,587 |
$3,104,000 |
5,288 |
|
SageView Advisory Group LLC |
96 |
- |
2024-03-31 |
6,115 |
$2,556,000 |
6,115 |
|
Orion Portfolio Solutions LLC |
564 |
- |
2024-03-31 |
49,157 |
$2,449,000 |
-338,283 |
|
Samalin Investment Counsel LLC |
11 |
- |
2023-12-31 |
46,848 |
$2,323,000 |
279 |
|
Darrow Company Inc. |
17 |
- |
2024-03-31 |
44,934 |
$2,239,000 |
12,157 |
|
Quadcap Wealth Management LLC |
41 |
*New |
2024-03-31 |
44,733 |
$2,229,000 |
44,733 |
|
CI Private Wealth LLC |
1026 |
- |
2024-03-31 |
38,913 |
$1,939,000 |
17,721 |
|
Private Advisor Group LLC |
862 |
- |
2024-03-31 |
36,313 |
$1,809,000 |
24,292 |
|
BANK OF MONTREAL /CAN/ |
1383 |
*New |
2023-12-31 |
36,613 |
$1,794,000 |
36,613 |
|
Atria Wealth Solutions Inc. |
654 |
- |
2023-12-31 |
34,081 |
$1,690,000 |
-1,416 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1402 |
- |
2024-03-31 |
31,841 |
$1,587,000 |
6,804 |
|
Elk River Wealth Management LLC |
47 |
- |
2024-03-31 |
29,514 |
$1,471,000 |
-1,989 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
51 |
- |
2024-03-31 |
27,557 |
$1,373,000 |
14,424 |
|
ADVISORY SERVICES NETWORK, LLC |
575 |
- |
2024-03-31 |
27,397 |
$1,365,000 |
1,833 |
|
Trademark Financial Management LLC |
20 |
- |
2024-03-31 |
27,362 |
$1,363,000 |
-1,047 |
|
VALMARK ADVISERS INC |
219 |
- |
2024-03-31 |
27,316 |
$1,361,000 |
-509 |
|
PRUDENTIAL FINANCIAL INC |
1693 |
*New |
2023-12-31 |
25,790 |
$1,279,000 |
25,790 |
|
HARTLINE INVESTMENT CORP/ |
103 |
*New |
2024-03-31 |
24,446 |
$1,218,000 |
24,446 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
103 |
- |
2024-03-31 |
24,446 |
$1,218,000 |
15,524 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
291 |
- |
2023-12-31 |
23,222 |
$1,152,000 |
0 |
|
Redhawk Wealth Advisors Inc. |
101 |
*New |
2023-12-31 |
22,823 |
$1,132,000 |
22,823 |
|
MONEY CONCEPTS CAPITAL CORP |
200 |
- |
2024-03-31 |
22,651 |
$1,129,000 |
-1,521 |
|
SWMG LLC |
39 |
- |
2023-12-31 |
19,398 |
$962,000 |
836 |
|
Ameritas Advisory Services LLC |
299 |
- |
2023-12-31 |
19,071 |
$946,000 |
-9,334 |
|
CITADEL ADVISORS LLC |
2992 |
- |
2023-12-31 |
18,875 |
$936,000 |
18,875 |
|
PROEQUITIES INC. |
308 |
- |
2024-03-31 |
18,745 |
$934,000 |
1,554 |
|
Windsor Group LTD |
66 |
- |
2023-09-30 |
17,931 |
$877,000 |
7,218 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
287 |
- |
2024-03-31 |
17,045 |
$849,000 |
10,633 |
|
Certified Advisory Corp |
144 |
*New |
2024-03-31 |
16,321 |
$813,000 |
16,321 |
|
Sigma Planning Corp |
573 |
- |
2024-03-31 |
15,969 |
$796,000 |
9,384 |
|
DAYMARK WEALTH PARTNERS LLC |
234 |
- |
2024-03-31 |
14,127 |
$704,000 |
2,244 |
|
FLOW TRADERS U.S. LLC |
408 |
*New |
2023-12-31 |
14,143 |
$701,000 |
14,143 |
|
Householder Group Estate & Retirement Specialist L |
126 |
- |
2024-03-31 |
11,230 |
$560,000 |
4,480 |
|
Integrated Wealth Concepts LLC |
957 |
- |
2023-12-31 |
10,952 |
$543,000 |
-1,107 |
|
CWM LLC |
1122 |
- |
2024-03-31 |
10,213 |
$509,000 |
10,053 |
|
UBS Group AG |
3953 |
- |
2023-12-31 |
9,901 |
$491,000 |
-11,894 |
|
IHT Wealth Management LLC |
615 |
- |
2023-12-31 |
9,629 |
$477,000 |
-1,205 |
|
REDW Stanley Financial Advisors LLC |
86 |
*New |
2024-03-31 |
9,270 |
$462,000 |
9,270 |
|
Lakeview Capital Partners LLC |
255 |
- |
2024-03-31 |
9,147 |
$456,000 |
-15 |
|
Kestra Advisory Services LLC |
1575 |
- |
2023-12-31 |
9,045 |
$449,000 |
-5,910 |
|
MULTIFINANCIAL SECURITIES CORP |
1242 |
- |
2023-12-31 |
8,253 |
$409,000 |
3,463 |
|
Cassaday & Co Wealth Management LLC |
203 |
- |
2024-03-31 |
7,124 |
$355,000 |
0 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
81 |
*New |
2024-03-31 |
6,824 |
$340,000 |
6,824 |
|
Burt Wealth Advisors |
97 |
- |
2024-03-31 |
5,669 |
$282,000 |
-51 |
|
Patriot Financial Group Insurance Agency LLC |
382 |
- |
2024-03-31 |
5,616 |
$280,000 |
-700 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1970 |
- |
2024-03-31 |
5,403 |
$269,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4359 |
- |
2024-03-31 |
4,645 |
$231,000 |
-72,172 |
|
WT Wealth Management |
98 |
*New |
2023-12-31 |
4,297 |
$213,000 |
4,297 |
|
Aspire Wealth Management Corp |
97 |
- |
2024-03-31 |
4,139 |
$206,000 |
658 |
|
PRINCIPAL SECURITIES INC. |
1180 |
- |
2024-03-31 |
2,519 |
$126,000 |
72 |
|
KISTLERTIFFANY COMPANIES, LLC |
454 |
*New |
2023-06-30 |
1,374 |
$67,000 |
1,374 |
|
Goss Wealth Management LLC |
2105 |
*New |
2023-12-31 |
1,336 |
$66,000 |
1,336 |
|
PRIVATE TRUST CO NA |
1052 |
- |
2024-03-31 |
1,159 |
$58,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1845 |
- |
2023-12-31 |
420 |
$21,000 |
-86 |
|
PNC FINANCIAL SERVICES GROUP INC |
3661 |
*New |
2024-03-31 |
230 |
$11,000 |
230 |
|
CALDWELL SUTTER CAPITAL INC. |
564 |
- |
2024-03-31 |
166 |
$8,000 |
0 |
|
MV Capital Management Inc. |
541 |
*New |
2024-03-31 |
169 |
$8,000 |
169 |
|
Penserra Capital Management LLC |
1171 |
*New |
2023-12-31 |
150 |
$7,000 |
150 |
|
MATHER GROUP, INC. |
1320 |
*New |
2024-03-31 |
131 |
$6,000 |
131 |
|
EverSource Wealth Advisors LLC |
1803 |
- |
2023-12-31 |
113 |
$6,000 |
2 |
|
WELLS FARGO & CO/MN |
5879 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
Versant Capital Management Inc |
1792 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
636 |
*Closed |
2023-12-31 |
0 |
$0 |
-77 |
|
AE Wealth Management LLC |
2085 |
*Closed |
2023-12-31 |
0 |
$0 |
-141,707 |
|
Financial Partners Group Inc |
181 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,146 |
|
Rockefeller Capital Management L.P. |
1563 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,684 |
|
BerganKDV Wealth Management LLC |
891 |
*Closed |
2023-06-30 |
0 |
$0 |
-632 |
|
COMERICA BANK |
3679 |
*Closed |
2023-12-31 |
0 |
$0 |
-47 |
|
AXXCESS WEALTH MANAGEMENT LLC |
870 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,312 |
|
Change Path LLC |
637 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,865 |
|
IFP Advisors Inc |
3261 |
*Closed |
2023-12-31 |
0 |
$0 |
-546 |
|
CITIGROUP INC |
4698 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
GeoWealth Management LLC |
732 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,816 |
|
SCBT FINANCIAL CORP |
718 |
*Closed |
2024-03-31 |
0 |
$0 |
-22 |
|
SUMMIT INVESTMENT ADVISORS INC |
3129 |
*Closed |
2023-12-31 |
0 |
$0 |
-15 |
|
CREATIVE PLANNING |
3028 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,219 |
|
Oxinas Partners Wealth Management LLC |
132 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,157 |
|
|
100 Records found
|
1
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