|
Institutional
Holders
Total
Institutions:
|
56 0 |
|
Total
shares held :
|
5,984,934 |
|
% of shares
held :
|
66.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,174,414 |
|
% of shares
held change :
|
24.16% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
394 |
- |
2024-03-31 |
1,294,865 |
$28,694,000 |
244,582 |
|
Grant Street Asset Management Inc. |
|
- |
2024-03-31 |
1,055,541 |
$23,391,000 |
-197,112 |
|
Maltin Wealth Management Inc. |
1 |
- |
2024-03-31 |
823,916 |
$18,258,000 |
111,105 |
|
Advisor Group Holdings Inc. |
685 |
- |
2023-12-31 |
580,091 |
$12,321,000 |
140,030 |
|
PRW Wealth Management LLC |
8 |
- |
2023-09-30 |
433,275 |
$8,408,000 |
433,275 |
|
AE Wealth Management LLC |
516 |
- |
2023-12-31 |
302,812 |
$6,389,000 |
280,510 |
|
STEPHENS INC /AR/ |
216 |
- |
2023-12-31 |
268,019 |
$5,693,000 |
-143,541 |
|
HARBOUR INVESTMENTS INC. |
89 |
- |
2023-12-31 |
235,936 |
$5,011,000 |
994 |
|
Steward Partners Investment Advisory LLC |
385 |
- |
2023-12-31 |
146,890 |
$3,120,000 |
-6,331 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1467 |
- |
2024-03-31 |
138,717 |
$3,074,000 |
-19,435 |
|
RAYMOND JAMES & ASSOCIATES |
1951 |
- |
2024-03-31 |
124,637 |
$2,762,000 |
-7,394 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1078 |
- |
2024-03-31 |
122,562 |
$2,716,000 |
-10,990 |
|
Sawtooth Asset Management Inc. |
347 |
- |
2023-12-31 |
74,301 |
$1,578,000 |
-668 |
|
IFP Advisors Inc |
343 |
- |
2023-12-31 |
55,788 |
$1,185,000 |
-989 |
|
Cypress Wealth Services LLC |
79 |
- |
2024-03-31 |
45,433 |
$1,007,000 |
0 |
|
Goss Wealth Management LLC |
918 |
- |
2023-12-31 |
47,817 |
$998,000 |
-17,857 |
|
FINANCIAL NETWORK |
1376 |
- |
2023-12-31 |
46,925 |
$997,000 |
-3,917 |
|
Resources Investment Advisors Inc. |
551 |
- |
2023-12-31 |
37,588 |
$798,000 |
14,359 |
|
MULTIFINANCIAL SECURITIES CORP |
874 |
- |
2023-12-31 |
37,218 |
$791,000 |
5,927 |
|
Cetera Investment Advisers |
1272 |
- |
2023-12-31 |
34,947 |
$742,000 |
2,642 |
|
Kestra Advisory Services LLC |
1370 |
- |
2023-12-31 |
29,937 |
$636,000 |
4,668 |
|
ADVISORY SERVICES NETWORK, LLC |
798 |
- |
2023-12-31 |
29,700 |
$631,000 |
5,108 |
|
OPPENHEIMER & CO INC |
892 |
- |
2023-12-31 |
29,533 |
$627,000 |
-190 |
|
Main Street Financial Solutions LLC |
280 |
- |
2024-03-31 |
26,314 |
$583,000 |
0 |
|
SECURED RETIREMENT ADVISORS LLC |
64 |
- |
2023-12-31 |
23,680 |
$503,000 |
0 |
|
CITADEL ADVISORS LLC |
3599 |
- |
2023-12-31 |
23,686 |
$503,000 |
-15,381 |
|
Prosperity Consulting Group LLC |
|
- |
2024-03-31 |
22,642 |
$502,000 |
-13,066 |
|
ALPHAMARK ADVISORS LLC |
76 |
- |
2024-03-31 |
22,345 |
$495,000 |
-5,625 |
|
SILVER OAK SECURITIES Inc |
276 |
- |
2023-12-31 |
23,010 |
$489,000 |
3,793 |
|
LPL FINANCIAL CORP |
3667 |
- |
2023-12-31 |
21,844 |
$464,000 |
4,078 |
|
Visionary Wealth Advisors |
340 |
- |
2023-12-31 |
19,887 |
$422,000 |
6,172 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
17,742 |
$393,000 |
-94 |
|
Fragasso Group Inc. |
185 |
- |
2024-03-31 |
17,502 |
$388,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3524 |
- |
2023-12-31 |
15,973 |
$339,000 |
-1,909 |
|
S.C. Financial Services Inc. |
69 |
- |
2022-12-31 |
17,836 |
$330,000 |
0 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
14,045 |
$311,000 |
0 |
|
KINGSWOOD WEALTH ADVISORS LLC |
474 |
- |
2024-03-31 |
13,578 |
$301,000 |
13,578 |
|
PROSPERA FINANCIAL SERVICES |
866 |
- |
2023-12-31 |
13,546 |
$288,000 |
0 |
|
Arkadios Wealth Advisors |
|
- |
2024-03-31 |
12,115 |
$268,000 |
120 |
|
PFG Advisors |
523 |
- |
2023-12-31 |
12,344 |
$262,000 |
-1,182 |
|
H D Vest Advisory Services |
1323 |
- |
2023-12-31 |
11,922 |
$253,000 |
1,586 |
|
OLD MISSION CAPITAL LLC |
789 |
*New |
2023-12-31 |
11,313 |
$240,000 |
11,313 |
|
AIFG Consultants Ltd. |
37 |
*New |
2023-12-31 |
10,495 |
$223,000 |
10,495 |
|
Pinnacle Wealth Planning Services Inc. |
399 |
*New |
2023-12-31 |
9,634 |
$205,000 |
9,634 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4872 |
- |
2023-12-31 |
9,493 |
$202,000 |
-14,852 |
|
DHJJ Financial Advisors Ltd. |
153 |
- |
2024-03-31 |
7,730 |
$171,000 |
825 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
348 |
- |
2022-12-31 |
5,676 |
$105,000 |
0 |
|
SOA Wealth Advisors LLC. |
242 |
- |
2024-03-31 |
4,568 |
$101,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
4,253 |
$94,000 |
0 |
|
UBS Group AG |
4965 |
*New |
2023-12-31 |
4,342 |
$92,000 |
4,342 |
|
Capital Investment Advisory Services LLC |
670 |
- |
2024-03-31 |
1,955 |
$43,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1685 |
- |
2023-12-31 |
1,420 |
$30,000 |
0 |
|
Fairman Group LLC |
121 |
- |
2024-03-31 |
1,091 |
$24,000 |
0 |
|
Sunbelt Securities Inc. |
1102 |
- |
2024-03-31 |
750 |
$17,000 |
0 |
|
Capital Analysts Inc. |
827 |
- |
2023-12-31 |
743 |
$16,000 |
0 |
|
COMERICA BANK |
3301 |
- |
2023-12-31 |
238 |
$5,000 |
-1 |
|
CWM LLC |
3672 |
- |
2024-03-31 |
247 |
$5,000 |
0 |
|
Truvestments Capital LLC |
607 |
*New |
2023-12-31 |
177 |
$4,000 |
177 |
|
ROYAL BANK OF CANADA |
6345 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,373 |
|
LINCOLN NATIONAL CORP |
|
*Closed |
2024-03-31 |
0 |
$0 |
-9,463 |
|
Cape Investment Advisory Inc. |
1070 |
*Closed |
2023-12-31 |
0 |
$0 |
-200 |
|
Capital CS Group LLC |
93 |
*Closed |
2024-03-31 |
0 |
$0 |
-104,429 |
|
Advisory Resource Group |
156 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,994 |
|
Foundations Investment Advisors LLC |
731 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,350 |
|
Spire Wealth Management |
2378 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,830 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
377 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,000 |
|
|
66 Records found
|
1
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