|
Institutional
Holders
Total
Institutions:
|
285 10 |
|
Total
shares held :
|
90,037,035 |
|
% of shares
held :
|
31.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
84 |
|
Amount
of shares held :
|
8,762,830 |
|
% of shares
held change :
|
3.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.75 |
|
Last
Quarter's Ending
Price :
|
$19.30 |
|
Last
Quarter's Average
Price :
|
$18.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.18 (0.95%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lido Advisors LLC |
4 |
- |
2024-03-31 |
25,059,804 |
$507,633,000 |
23,096,170 |
|
MORGAN STANLEY |
978 |
- |
2024-03-31 |
7,197,804 |
$138,270,000 |
685,115 |
|
WELLS FARGO & CO/MN |
425 |
- |
2024-03-31 |
5,987,054 |
$115,011,000 |
364,063 |
|
BANK OF AMERICA CORP /DE/ |
950 |
- |
2024-03-31 |
4,790,707 |
$92,029,000 |
841,343 |
|
LPL FINANCIAL CORP |
364 |
- |
2024-03-31 |
4,485,520 |
$86,167,000 |
1,326,464 |
|
UBS Group AG |
612 |
- |
2024-03-31 |
3,598,960 |
$69,136,000 |
724,565 |
|
AMERIPRISE FINANCIAL INC |
781 |
- |
2024-03-31 |
2,735,193 |
$52,482,000 |
221,140 |
|
Aptus Capital Advisors LLC |
16 |
- |
2024-03-31 |
2,673,192 |
$51,352,000 |
340,773 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
256 |
- |
2024-03-31 |
2,575,748 |
$49,480,000 |
140,932 |
|
HILLSTRUST |
5 |
- |
2024-03-31 |
2,266,352 |
$43,537,000 |
439,447 |
|
Fusion Family Wealth LLC |
12 |
- |
2024-03-31 |
1,694,077 |
$32,543,000 |
32,923 |
|
McMahon Financial Advisors LLC |
2 |
- |
2024-03-31 |
1,652,561 |
$31,746,000 |
52,745 |
|
Brookstone Capital Management |
40 |
- |
2024-03-31 |
1,651,197 |
$31,719,000 |
-130,492 |
|
INVESCO LTD |
1233 |
- |
2024-03-31 |
1,576,447 |
$30,284,000 |
154,119 |
|
EASTERN BANK |
23 |
- |
2024-03-31 |
1,573,138 |
$30,220,000 |
123,345 |
|
Motley Fool Wealth Management LLC |
17 |
- |
2024-03-31 |
1,529,709 |
$29,386,000 |
58,702 |
|
Asset Dedication LLC |
10 |
- |
2024-03-31 |
1,367,472 |
$26,223,000 |
255,236 |
|
SNS Financial Group LLC |
12 |
- |
2024-03-31 |
1,361,276 |
$26,150,000 |
1,239,129 |
|
TLWM |
5 |
- |
2024-03-31 |
1,340,974 |
$25,760,000 |
94,344 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
421 |
- |
2024-03-31 |
1,300,075 |
$24,974,000 |
423,406 |
|
RAYMOND JAMES & ASSOCIATES |
710 |
- |
2024-03-31 |
1,200,795 |
$23,067,000 |
100,367 |
|
ROYAL BANK OF CANADA |
1064 |
- |
2024-03-31 |
1,193,270 |
$22,921,000 |
103,509 |
|
STIFEL FINANCIAL CORP |
507 |
- |
2024-03-31 |
1,167,432 |
$22,426,000 |
122,621 |
|
SHUFRO ROSE & CO LLC |
19 |
- |
2024-03-31 |
1,118,005 |
$21,477,000 |
-1,673,038 |
|
JANE STREET GROUP LLC |
506 |
- |
2024-03-31 |
1,016,025 |
$19,518,000 |
-797,142 |
|
DAVIS R M INC |
73 |
- |
2024-03-31 |
973,859 |
$18,708,000 |
131,265 |
|
Engrave Wealth Partners LLC |
6 |
- |
2023-12-31 |
926,002 |
$17,872,000 |
11,015 |
|
Advisor Group Holdings Inc. |
468 |
- |
2024-03-31 |
881,446 |
$16,933,000 |
134,308 |
|
CAPSTONE WEALTH MANAGEMENT GROUP LLC |
1 |
- |
2024-03-31 |
867,321 |
$16,661,000 |
61,790 |
|
Anchor Investment Management LLC |
7 |
- |
2024-03-31 |
814,645 |
$15,649,000 |
110,019 |
|
McCarthy & Cox |
5 |
- |
2024-03-31 |
813,427 |
$15,626,000 |
0 |
|
KIRR MARBACH & CO LLC /IN/ |
11 |
- |
2024-03-31 |
797,442 |
$15,319,000 |
16,568 |
|
KICKSTAND VENTURES LLC. |
5 |
- |
2024-03-31 |
734,294 |
$14,106,000 |
-202,644 |
|
JANNEY MONTGOMERY SCOTT LLC |
426 |
- |
2024-03-31 |
731,009 |
$14,043,000 |
34,477 |
|
InterOcean Capital Group LLC |
68 |
- |
2024-03-31 |
714,608 |
$13,728,000 |
24,293 |
|
MML INVESTORS SERVICES LLC |
324 |
- |
2024-03-31 |
705,722 |
$13,557,000 |
180,027 |
|
LEGACY PRIVATE TRUST CO. |
26 |
- |
2024-03-31 |
639,497 |
$12,285,000 |
6,523 |
|
Steward Partners Investment Advisory LLC |
166 |
- |
2024-03-31 |
635,912 |
$12,216,000 |
11,843 |
|
MARINER WEALTH ADVISORS, LLC |
462 |
- |
2024-03-31 |
615,908 |
$11,832,000 |
21,695 |
|
CAPTRUST FINANCIAL ADVISORS |
315 |
- |
2024-03-31 |
610,266 |
$11,723,000 |
73,455 |
|
Red Spruce Capital LLC |
1 |
- |
2024-03-31 |
598,494 |
$11,497,000 |
215,516 |
|
COLONY GROUP, LLC |
204 |
- |
2024-03-31 |
578,163 |
$11,107,000 |
42,465 |
|
COLONY GROUP LLC |
129 |
- |
2023-09-30 |
587,913 |
$11,047,000 |
-50,966 |
|
ENVESTNET ASSET MANAGEMENT INC |
1467 |
- |
2024-03-31 |
569,109 |
$10,933,000 |
181,887 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
431 |
- |
2024-03-31 |
561,805 |
$10,792,000 |
111,742 |
|
SENTINEL PENSION ADVISORS INC |
9 |
- |
2024-03-31 |
509,535 |
$9,788,000 |
-29,925 |
|
GILL CAPITAL PARTNERS LLC |
6 |
- |
2024-03-31 |
499,174 |
$9,527,000 |
-3,246 |
|
COOKSON PEIRCE & CO INC |
50 |
- |
2024-03-31 |
490,867 |
$9,430,000 |
41,119 |
|
Equitable Holdings Inc. |
166 |
- |
2024-03-31 |
446,852 |
$8,584,000 |
35,911 |
|
BCS Wealth Management |
5 |
- |
2024-03-31 |
437,272 |
$8,400,000 |
27,421 |
|
Union Bankshares Corp |
32 |
- |
2024-03-31 |
437,082 |
$8,396,000 |
71,514 |
|
Cornerstone Wealth Management LLC |
30 |
- |
2024-03-31 |
434,834 |
$8,353,000 |
28,833 |
|
Ironwood Wealth Management llc |
14 |
- |
2024-03-31 |
413,756 |
$7,948,000 |
-98,005 |
|
REBALANCE LLC |
21 |
- |
2024-03-31 |
375,555 |
$7,214,000 |
123,320 |
|
TRUENORTH, INC. |
6 |
- |
2024-03-31 |
370,840 |
$7,124,000 |
16,959 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
9 |
- |
2024-03-31 |
353,309 |
$6,787,000 |
73,815 |
|
VAUGHAN DAVID INVESTMENTS INC/IL |
94 |
- |
2024-03-31 |
349,870 |
$6,721,000 |
35,474 |
|
Sound Stewardship LLC |
8 |
- |
2024-03-31 |
345,785 |
$6,643,000 |
14,094 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
100 |
- |
2024-03-31 |
341,468 |
$6,560,000 |
-456,681 |
|
GPM Growth Investors Inc. |
14 |
- |
2023-12-31 |
338,736 |
$6,538,000 |
-19,446 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
117 |
- |
2024-03-31 |
337,839 |
$6,490,000 |
7,523 |
|
Private Advisor Group LLC |
386 |
- |
2024-03-31 |
330,224 |
$6,344,000 |
-26,431 |
|
TCG Advisory Services LLC |
73 |
- |
2024-03-31 |
328,001 |
$6,301,000 |
28,145 |
|
Good Life Advisors LLC |
37 |
- |
2024-03-31 |
327,817 |
$6,297,000 |
-19,147 |
|
Goepper Burkhardt LLC |
11 |
- |
2024-03-31 |
327,575 |
$6,285,000 |
37,575 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
33 |
- |
2024-03-31 |
310,752 |
$5,970,000 |
30,272 |
|
FCA CORP /TX |
5 |
- |
2024-03-31 |
308,728 |
$5,931,000 |
14,296 |
|
Marietta Wealth Management LLC |
42 |
- |
2024-03-31 |
301,603 |
$5,794,000 |
28,891 |
|
Straight Path Wealth Management |
8 |
- |
2024-03-31 |
295,232 |
$5,671,000 |
23,147 |
|
Atria Wealth Solutions Inc. |
306 |
- |
2024-03-31 |
289,946 |
$5,570,000 |
104,070 |
|
HIGHTOWER ADVISORS, LLC |
917 |
- |
2024-03-31 |
281,793 |
$5,406,000 |
27,942 |
|
We Are One Seven LLC |
87 |
- |
2024-03-31 |
272,864 |
$5,242,000 |
45,092 |
|
Legacy CG LLC |
25 |
- |
2024-03-31 |
264,046 |
$5,072,000 |
11,313 |
|
Trilogy Capital Inc. |
70 |
- |
2024-03-31 |
259,256 |
$4,980,000 |
-35,544 |
|
Goss Wealth Management LLC |
397 |
- |
2024-03-31 |
251,627 |
$4,834,000 |
11,317 |
|
CITADEL ADVISORS LLC |
1719 |
- |
2024-03-31 |
248,341 |
$4,771,000 |
70,370 |
|
OLD SECOND NATIONAL BANK OF AURORA |
24 |
- |
2024-03-31 |
246,966 |
$4,744,000 |
5,812 |
|
Integrated Wealth Concepts LLC |
277 |
- |
2024-03-31 |
239,187 |
$4,595,000 |
102,426 |
|
Lokken Investment Group LLC |
13 |
- |
2024-03-31 |
227,054 |
$4,362,000 |
12,272 |
|
MORTON COMMUNITY BANK |
18 |
- |
2024-03-31 |
226,576 |
$4,353,000 |
25,270 |
|
H D Vest Advisory Services |
348 |
- |
2024-03-31 |
218,846 |
$4,204,000 |
24,603 |
|
COUNTRY CLUB BANK /GFN |
86 |
- |
2024-03-31 |
218,095 |
$4,190,000 |
-4,646 |
|
Horizons Wealth Management |
12 |
- |
2024-03-31 |
215,303 |
$4,155,000 |
0 |
|
Lantz Financial LLC |
12 |
*New |
2024-03-31 |
209,761 |
$4,030,000 |
209,761 |
|
Carmel Capital Partners LLC |
10 |
- |
2024-03-31 |
196,642 |
$3,777,000 |
30,803 |
|
Souders Financial Advisors |
48 |
- |
2024-03-31 |
188,310 |
$3,617,000 |
-7,074 |
|
Altus Wealth Group LLC |
12 |
- |
2024-03-31 |
180,385 |
$3,465,000 |
-10,957 |
|
PRIVATE CLIENT SERVICES LLC |
11 |
- |
2024-03-31 |
174,380 |
$3,350,000 |
62,097 |
|
PROVISE MANAGEMENT GROUP LLC |
89 |
- |
2024-03-31 |
173,701 |
$3,337,000 |
3,840 |
|
Old Port Advisors |
17 |
- |
2023-09-30 |
170,498 |
$3,203,000 |
-34,489 |
|
Sigma Planning Corp |
205 |
- |
2024-03-31 |
165,934 |
$3,188,000 |
98,811 |
|
New Potomac Partneres LLC |
24 |
- |
2024-03-31 |
162,229 |
$3,116,000 |
19,745 |
|
S.E.E.D. Planning Group LLC |
29 |
- |
2024-03-31 |
161,475 |
$3,102,000 |
453 |
|
Kestra Advisory Services LLC |
697 |
- |
2024-03-31 |
159,879 |
$3,071,000 |
31,672 |
|
SFE INVESTMENT COUNSEL |
51 |
- |
2024-03-31 |
159,660 |
$3,067,000 |
2,881 |
|
Addison Advisors LLC |
22 |
- |
2024-03-31 |
159,459 |
$3,063,000 |
17,955 |
|
WEALTHSOURCE PARTNERS LLC |
83 |
- |
2023-12-31 |
157,936 |
$3,048,000 |
27,920 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
67 |
- |
2024-03-31 |
154,772 |
$2,973,000 |
11,286 |
|
BEACON FINANCIAL GROUP |
81 |
- |
2024-03-31 |
150,879 |
$2,898,000 |
35,869 |
|
RENAISSANCE TECHNOLOGIES LLC |
1794 |
- |
2024-03-31 |
148,982 |
$2,862,000 |
16,082 |
|
|
100 Records found
|
1
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