| |
Institutional
Holders
Total
Institutions:
 |
38  5 |
|
|
Total
shares held :
|
9,104,607 |
|
|
% of shares
held :
|
34.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
1,951,818 |
|
|
% of shares
held change :
|
7.48% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
507 |
- |
2023-12-31 |
2,369,493 |
$48,977,000 |
754,444 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
197 |
- |
2024-03-31 |
1,719,898 |
$40,366,000 |
83,768 |
|
| CI Private Wealth LLC |
300 |
- |
2023-12-31 |
1,526,147 |
$31,545,000 |
183,085 |
|
| Grant Street Asset Management Inc. |
|
- |
2023-12-31 |
764,845 |
$15,809,000 |
53,814 |
|
| WJ Wealth Management LLC |
10 |
- |
2024-03-31 |
400,023 |
$9,389,000 |
144,034 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
902 |
- |
2023-12-31 |
334,426 |
$6,913,000 |
65,665 |
|
| Equitable Holdings Inc. |
185 |
- |
2023-12-31 |
319,348 |
$6,601,000 |
-1,257 |
|
| Provident Wealth Management LLC |
9 |
*New |
2024-03-31 |
276,388 |
$6,487,000 |
276,388 |
|
| Private Advisor Group LLC |
383 |
- |
2023-12-31 |
276,608 |
$5,717,000 |
96,213 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1214 |
- |
2024-03-31 |
182,882 |
$4,292,000 |
158,910 |
|
| SYNOVUS FINANCIAL CORP |
204 |
- |
2023-12-31 |
190,850 |
$3,945,000 |
12,230 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2151 |
*New |
2023-12-31 |
161,522 |
$3,339,000 |
161,522 |
|
| MML INVESTORS SERVICES LLC |
788 |
*New |
2023-12-31 |
153,821 |
$3,179,000 |
153,821 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
89 |
- |
2023-12-31 |
148,368 |
$3,067,000 |
4,716 |
|
| H D Vest Advisory Services |
405 |
- |
2023-12-31 |
143,385 |
$2,964,000 |
9,911 |
|
| Advisor Group Holdings Inc. |
1555 |
- |
2023-12-31 |
141,727 |
$2,930,000 |
-17,473 |
|
| SOL CAPITAL MANAGEMENT CO |
94 |
- |
2024-03-31 |
112,030 |
$2,629,000 |
23,596 |
|
| FINANCIAL MANAGEMENT NETWORK INC |
44 |
- |
2024-03-31 |
85,415 |
$1,965,000 |
21,503 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
369 |
- |
2023-12-31 |
80,843 |
$1,671,000 |
10,129 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1485 |
- |
2024-03-31 |
60,143 |
$1,412,000 |
27,420 |
|
| ATRIA INVESTMENTS LLC |
802 |
- |
2023-12-31 |
59,456 |
$1,229,000 |
-1,426 |
|
| SFG Wealth Management LLC. |
25 |
- |
2024-03-31 |
49,969 |
$1,173,000 |
527 |
|
| Lantz Financial LLC |
78 |
- |
2024-03-31 |
47,328 |
$1,111,000 |
5,295 |
|
| RAYMOND JAMES & ASSOCIATES |
2517 |
*New |
2024-03-31 |
46,577 |
$1,093,000 |
46,577 |
|
| Global Assets Advisory LLC |
246 |
*New |
2024-03-31 |
21,144 |
$901,000 |
21,144 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3071 |
*New |
2023-12-31 |
39,297 |
$812,000 |
39,297 |
|
| Bluesphere Advisors LLC |
34 |
- |
2024-03-31 |
33,968 |
$797,000 |
22,154 |
|
| HIGHTOWER ADVISORS, LLC |
2073 |
- |
2023-12-31 |
32,004 |
$662,000 |
7 |
|
| Concurrent Investment Advisors LLC |
507 |
- |
2023-12-31 |
22,280 |
$461,000 |
0 |
|
| FIDELITY D & D BANCORP INC |
51 |
*New |
2024-03-31 |
16,350 |
$384,000 |
16,350 |
|
| Phoenix Wealth Advisors |
79 |
- |
2024-03-31 |
16,030 |
$376,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
639 |
- |
2023-12-31 |
17,739 |
$367,000 |
-1,254 |
|
| TWO SIGMA INVESTMENTS LLC |
2498 |
- |
2023-12-31 |
16,800 |
$347,000 |
16,800 |
|
| GELLER FAMILY OFFICE SERVICES LLC |
182 |
*New |
2023-12-31 |
16,421 |
$339,000 |
16,421 |
|
| RDL FINANCIAL INC |
95 |
- |
2024-03-31 |
17,998 |
$334,000 |
0 |
|
| FIRST HEARTLAND CONSULTANTS INC |
275 |
- |
2023-12-31 |
15,773 |
$326,000 |
2,010 |
|
| SITTNER & NELSON LLC |
86 |
- |
2023-12-31 |
14,890 |
$308,000 |
0 |
|
| WealthCare Investment Partners LLC |
115 |
- |
2024-03-31 |
11,281 |
$265,000 |
0 |
|
| Bill Few Associates Inc. |
140 |
- |
2024-03-31 |
10,461 |
$246,000 |
-43 |
|
| Stratos Wealth Partners LTD. |
1184 |
*New |
2024-03-31 |
10,194 |
$239,000 |
10,194 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2421 |
- |
2023-12-31 |
10,000 |
$207,000 |
0 |
|
| Tyler-Stone Wealth Management |
195 |
- |
2023-12-31 |
8,040 |
$166,000 |
1,090 |
|
| IFP Advisors Inc |
1497 |
- |
2023-12-31 |
2,542 |
$53,000 |
-1,087 |
|
| FIFTH THIRD BANCORP |
1353 |
*New |
2024-03-31 |
2,047 |
$48,000 |
2,047 |
|
| PRIVATE TRUST CO NA |
1282 |
*New |
2024-03-31 |
1,301 |
$31,000 |
1,301 |
|
| Investmark Advisory Group LLC |
118 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,919 |
|
| Frisch Financial Group Inc. |
129 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,209 |
|
| PROEQUITIES INC. |
7181 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
6082 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,756 |
|
|
49 Records found
|
1
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