|
Institutional
Holders
Total
Institutions:
|
55 0 |
|
Total
shares held :
|
5,946,151 |
|
% of shares
held :
|
38.12% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
220,702 |
|
% of shares
held change :
|
1.41% |
|
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 |
LPL FINANCIAL CORP |
952 |
- |
2024-03-31 |
1,627,128 |
$19,623,000 |
169,582 |
|
MORGAN STANLEY |
3018 |
- |
2023-12-31 |
1,214,515 |
$14,113,000 |
355,903 |
|
FREEDOM WEALTH ALLIANCE LLC |
6 |
- |
2023-09-30 |
386,190 |
$4,291,000 |
17,695 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1094 |
- |
2024-03-31 |
218,600 |
$2,636,000 |
205,113 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1979 |
- |
2024-03-31 |
119,075 |
$1,436,000 |
18,871 |
|
Capital Investment Advisory Services LLC |
157 |
- |
2024-03-31 |
111,420 |
$1,344,000 |
33,944 |
|
PRINCIPAL SECURITIES INC. |
388 |
- |
2024-03-31 |
105,719 |
$1,275,000 |
6,631 |
|
ENVESTNET ASSET MANAGEMENT INC |
2753 |
- |
2023-12-31 |
107,915 |
$1,254,000 |
9,277 |
|
ROYAL BANK OF CANADA |
3086 |
- |
2023-12-31 |
86,740 |
$1,008,000 |
65,235 |
|
Goss Wealth Management LLC |
1023 |
- |
2023-12-31 |
70,238 |
$823,000 |
4,866 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
195 |
- |
2024-03-31 |
65,654 |
$792,000 |
15,275 |
|
Triumph Capital Management |
77 |
- |
2024-03-31 |
65,769 |
$789,000 |
2,604 |
|
Ausdal Financial Partners Inc. |
211 |
- |
2024-03-31 |
61,865 |
$746,000 |
3,630 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
766 |
- |
2024-03-31 |
44,390 |
$535,000 |
626 |
|
Kestra Advisory Services LLC |
1525 |
- |
2023-12-31 |
42,323 |
$492,000 |
3,900 |
|
AE Wealth Management LLC |
1447 |
- |
2023-12-31 |
40,374 |
$480,000 |
16,646 |
|
MML INVESTORS SERVICES LLC |
1783 |
- |
2023-12-31 |
40,524 |
$471,000 |
510 |
|
Change Path LLC |
468 |
- |
2023-12-31 |
28,272 |
$329,000 |
11,771 |
|
Strategic Financial Concepts LLC |
247 |
- |
2024-03-31 |
21,800 |
$263,000 |
21,800 |
|
OPPENHEIMER & CO INC |
1327 |
- |
2024-03-31 |
17,338 |
$209,000 |
1,532 |
|
CENTAURUS FINANCIAL INC. |
597 |
- |
2023-12-31 |
16,589 |
$193,000 |
22 |
|
HARBOUR INVESTMENTS INC. |
880 |
- |
2023-12-31 |
15,985 |
$186,000 |
9 |
|
ADVISORY SERVICES NETWORK, LLC |
1357 |
- |
2024-03-31 |
14,911 |
$180,000 |
169 |
|
FINANCIAL NETWORK |
2575 |
- |
2023-12-31 |
13,861 |
$161,000 |
581 |
|
COMERICA BANK |
2336 |
- |
2023-12-31 |
13,436 |
$156,000 |
8,322 |
|
Arkadios Wealth Advisors |
664 |
- |
2024-03-31 |
10,685 |
$129,000 |
500 |
|
First Capital Advisors Group LLC. |
274 |
- |
2023-06-30 |
5,219 |
$61,000 |
5,219 |
|
WOLFF WIESE MAGANA LLC |
134 |
- |
2024-03-31 |
4,802 |
$58,000 |
679 |
|
Carmichael Hill & Associates Inc. |
281 |
- |
2024-03-31 |
4,755 |
$57,000 |
1,156 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
863 |
- |
2024-03-31 |
2,450 |
$30,000 |
140 |
|
|
30 Records found
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1
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