|
Institutional
Holders
Total
Institutions:
|
229 18 |
|
Total
shares held :
|
34,421,123 |
|
% of shares
held :
|
15.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-50 |
|
Amount
of shares held :
|
-2,405,545 |
|
% of shares
held change :
|
-1.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.71 |
|
Last
Quarter's Ending
Price :
|
$25.62 |
|
Last
Quarter's Average
Price :
|
$25.58 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.10 (0.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LINCOLN NATIONAL CORP |
5 |
- |
2024-03-31 |
8,350,188 |
$213,932,000 |
258,667 |
|
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
44 |
- |
2024-03-31 |
3,536,643 |
$90,609,000 |
-132,625 |
|
STATE STREET CORP |
1717 |
- |
2024-03-31 |
1,987,907 |
$50,930,000 |
56,955 |
|
LPL FINANCIAL CORP |
605 |
- |
2024-03-31 |
1,624,271 |
$41,614,000 |
-187,821 |
|
GREAT VALLEY ADVISOR GROUP INC. |
18 |
- |
2024-03-31 |
1,190,327 |
$30,496,000 |
270,866 |
|
PURE FINANCIAL ADVISORS, INC. |
24 |
- |
2024-03-31 |
1,189,760 |
$30,482,000 |
-9,896 |
|
HPM Partners LLC |
267 |
- |
2024-03-31 |
899,700 |
$23,050,000 |
-206,807 |
|
PMFM INC. |
14 |
- |
2024-03-31 |
886,269 |
$22,579,000 |
12,491 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
50 |
- |
2023-06-30 |
833,488 |
$21,537,000 |
-107,248 |
|
BANK OF AMERICA CORP /DE/ |
1892 |
- |
2024-03-31 |
818,055 |
$20,959,000 |
-743,081 |
|
Valtinson Bruner Financial Planning LLC |
1 |
- |
2024-03-31 |
599,926 |
$15,370,000 |
230,125 |
|
MORGAN STANLEY |
2953 |
- |
2024-03-31 |
591,006 |
$15,142,000 |
-158,264 |
|
Willow Creek Wealth Management Inc. |
15 |
- |
2023-12-31 |
559,721 |
$14,312,000 |
37,466 |
|
ENVESTNET ASSET MANAGEMENT INC |
1442 |
- |
2024-03-31 |
448,357 |
$11,487,000 |
-35,468 |
|
BANK OF MONTREAL /CAN/ |
831 |
- |
2024-03-31 |
438,347 |
$11,287,000 |
438,347 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
624 |
- |
2024-03-31 |
378,519 |
$9,698,000 |
335,917 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2014 |
- |
2024-03-31 |
368,308 |
$9,436,000 |
-26,566 |
|
TIAA FSB |
173 |
- |
2023-06-30 |
352,109 |
$9,098,000 |
-2,800 |
|
Greenline Partners LLC |
19 |
- |
2024-03-31 |
326,870 |
$8,374,000 |
-106,286 |
|
JANNEY MONTGOMERY SCOTT LLC |
592 |
- |
2024-03-31 |
323,777 |
$8,295,000 |
60,981 |
|
Foundations Investment Advisors LLC |
85 |
- |
2024-03-31 |
319,619 |
$8,189,000 |
-16,494 |
|
Mosley Wealth Management |
2 |
- |
2024-03-31 |
317,309 |
$8,129,000 |
-32,726 |
|
WELLS FARGO & CO/MN |
1678 |
- |
2024-03-31 |
313,026 |
$8,020,000 |
-13,201 |
|
Prentice Wealth Management LLC |
13 |
- |
2024-03-31 |
277,253 |
$7,103,000 |
10,492 |
|
TIAA TRUST NATIONAL ASSOCIATION |
198 |
- |
2024-03-31 |
276,851 |
$7,093,000 |
-23,753 |
|
APEX INVESTMENT SERVICES, INC. |
16 |
- |
2024-03-31 |
275,856 |
$7,067,000 |
11,381 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
960 |
- |
2024-03-31 |
270,794 |
$6,938,000 |
15,661 |
|
Advisor Group Holdings Inc. |
889 |
- |
2024-03-31 |
251,689 |
$6,448,000 |
38,492 |
|
GOLDMAN SACHS GROUP INC/ |
2421 |
- |
2024-03-31 |
233,114 |
$5,972,000 |
-58,442 |
|
Rinkey Investments |
12 |
- |
2024-03-31 |
224,399 |
$5,749,000 |
6,208 |
|
Treasure Coast Financial Planning |
9 |
- |
2024-03-31 |
223,322 |
$5,722,000 |
237 |
|
BANK OF NEW YORK MELLON CORP |
2279 |
- |
2024-03-31 |
214,173 |
$5,487,000 |
-26,407 |
|
Aquire Wealth Advisors LLC |
10 |
- |
2024-03-31 |
189,041 |
$4,843,000 |
672 |
|
ERn Financial LLC |
35 |
- |
2024-03-31 |
187,711 |
$4,809,000 |
3,768 |
|
Collaborative Wealth Managment Inc. |
12 |
- |
2024-03-31 |
179,884 |
$4,609,000 |
-4,443 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
56 |
- |
2024-03-31 |
174,170 |
$4,462,000 |
-5,021 |
|
ST GERMAIN D J CO INC |
98 |
- |
2024-03-31 |
173,465 |
$4,444,000 |
-79,940 |
|
J P MORGAN CHASE & CO |
2565 |
- |
2024-03-31 |
159,708 |
$4,092,000 |
41,500 |
|
Integrity Wealth Solutions LLC |
9 |
- |
2024-03-31 |
153,455 |
$3,932,000 |
-12,871 |
|
BB&T CORP |
979 |
- |
2024-03-31 |
151,972 |
$3,894,000 |
-5,204 |
|
ARGI INVESTMENT SERVICES, LLC |
106 |
- |
2022-12-31 |
147,553 |
$3,801,000 |
137,633 |
|
IFG Advisory LLC |
116 |
- |
2024-03-31 |
136,781 |
$3,504,000 |
-641 |
|
Private Advisor Group LLC |
605 |
- |
2024-03-31 |
129,710 |
$3,323,000 |
-2,704 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
73 |
- |
2024-03-31 |
127,527 |
$3,267,000 |
-7,000 |
|
Insight Advisors LLC/ PA |
27 |
- |
2024-03-31 |
117,092 |
$3,000,000 |
5,015 |
|
GRIES FINANCIAL LLC |
44 |
- |
2024-03-31 |
116,423 |
$2,983,000 |
5,619 |
|
JANE STREET GROUP LLC |
1810 |
- |
2024-03-31 |
113,432 |
$2,906,000 |
-84,652 |
|
ROYAL BANK OF CANADA |
2258 |
- |
2024-03-31 |
113,204 |
$2,900,000 |
-64,042 |
|
SEABRIDGE INVESTMENT ADVISORS LLC |
48 |
- |
2024-03-31 |
107,680 |
$2,759,000 |
3,401 |
|
UBS Group AG |
2768 |
- |
2024-03-31 |
98,486 |
$2,523,000 |
-76,397 |
|
Wealthcare Advisory Partners LLC |
201 |
- |
2024-03-31 |
97,989 |
$2,510,000 |
-402 |
|
AMERIPRISE FINANCIAL INC |
2695 |
- |
2024-03-31 |
96,150 |
$2,463,000 |
-76,255 |
|
Goss Wealth Management LLC |
615 |
- |
2024-03-31 |
94,655 |
$2,425,000 |
43,929 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
39 |
- |
2024-03-31 |
93,235 |
$2,389,000 |
-17,670 |
|
Allen Capital Group LLC |
65 |
- |
2024-03-31 |
93,074 |
$2,385,000 |
4,203 |
|
Keystone Financial Group |
60 |
- |
2024-03-31 |
92,560 |
$2,371,000 |
5,884 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
154 |
- |
2024-03-31 |
87,898 |
$2,252,000 |
1,827 |
|
SigFig Wealth Management LLC |
75 |
- |
2024-03-31 |
86,632 |
$2,240,000 |
-6,950 |
|
Verde Capital Management |
22 |
- |
2024-03-31 |
86,714 |
$2,222,000 |
4,125 |
|
Cetera Investment Advisers |
1514 |
- |
2024-03-31 |
80,485 |
$2,062,000 |
48,018 |
|
MML INVESTORS SERVICES LLC |
1060 |
- |
2024-03-31 |
74,810 |
$1,917,000 |
-2,609 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1303 |
- |
2024-03-31 |
73,420 |
$1,881,000 |
-7,610 |
|
Security Financial Services INC. |
48 |
- |
2024-03-31 |
72,025 |
$1,845,000 |
8,463 |
|
Geneos Wealth Management Inc. |
282 |
- |
2024-03-31 |
62,436 |
$1,600,000 |
-896 |
|
CITADEL ADVISORS LLC |
2621 |
- |
2024-03-31 |
61,149 |
$1,567,000 |
-70,104 |
|
BUSEY TRUST CO |
154 |
- |
2024-03-31 |
60,193 |
$1,542,000 |
-8,246 |
|
Continuum Advisory LLC |
102 |
- |
2024-03-31 |
59,421 |
$1,503,000 |
5,197 |
|
BIP Wealth LLC |
70 |
- |
2024-03-31 |
53,930 |
$1,382,000 |
4,071 |
|
Ascent Group LLC |
244 |
- |
2024-03-31 |
50,444 |
$1,292,000 |
11,546 |
|
CWM LLC |
747 |
- |
2024-03-31 |
50,396 |
$1,291,000 |
-8,912 |
|
NORTHERN TRUST CORP |
3204 |
- |
2024-03-31 |
49,389 |
$1,265,000 |
2,070 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
317 |
- |
2024-03-31 |
47,525 |
$1,218,000 |
-435 |
|
FINANCEWARE, INC. |
26 |
- |
2024-03-31 |
47,086 |
$1,206,000 |
-2,506 |
|
FINANCIAL NETWORK |
1328 |
- |
2024-03-31 |
47,044 |
$1,205,000 |
-462 |
|
Eldridge Investment Advisors Inc. |
70 |
- |
2024-03-31 |
46,768 |
$1,198,000 |
0 |
|
City State Bank |
50 |
- |
2024-03-31 |
45,355 |
$1,162,000 |
-12,225 |
|
CFS Investment Advisory Services LLC |
78 |
- |
2024-03-31 |
45,300 |
$1,161,000 |
7,347 |
|
West Wealth Group LLC |
32 |
*New |
2024-03-31 |
44,510 |
$1,140,000 |
44,510 |
|
Northwest Capital Management Inc |
45 |
- |
2024-03-31 |
44,352 |
$1,136,000 |
-5,524 |
|
Detalus Advisors LLC |
41 |
- |
2024-03-31 |
44,165 |
$1,132,000 |
4,415 |
|
FULTON BREAKEFIELD BROENNIMAN LLC |
82 |
- |
2024-03-31 |
43,544 |
$1,116,000 |
18,130 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2154 |
- |
2024-03-31 |
43,121 |
$1,105,000 |
-4,481 |
|
EHRLICH FINANCIAL GROUP |
27 |
*New |
2024-03-31 |
41,503 |
$1,063,000 |
41,503 |
|
Key Bridge Compliance LLC |
61 |
- |
2023-09-30 |
41,335 |
$1,027,000 |
0 |
|
Southland Equity Partners LLC |
60 |
- |
2024-03-31 |
39,846 |
$1,021,000 |
-1,283 |
|
Aspect Partners LLC |
27 |
- |
2024-03-31 |
39,303 |
$1,007,000 |
4,369 |
|
Wealth Advisory Solutions LLC |
64 |
- |
2024-03-31 |
39,246 |
$1,005,000 |
39,246 |
|
Resonant Capital Advisors LLC |
151 |
- |
2024-03-31 |
36,381 |
$932,000 |
-2 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
308 |
- |
2024-03-31 |
36,229 |
$926,000 |
0 |
|
Bridge Advisory LLC |
58 |
- |
2024-03-31 |
35,778 |
$917,000 |
-11,945 |
|
RAYMOND JAMES & ASSOCIATES |
2628 |
- |
2024-03-31 |
35,789 |
$917,000 |
9,434 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
147 |
- |
2024-03-31 |
35,077 |
$899,000 |
-11,855 |
|
COMERICA BANK |
1643 |
- |
2024-03-31 |
31,891 |
$817,000 |
28,163 |
|
Resources Investment Advisors Inc. |
566 |
- |
2024-03-31 |
31,602 |
$810,000 |
-11,524 |
|
MODERA WEALTH MANAGEMENT, LLC |
323 |
*New |
2024-03-31 |
31,297 |
$802,000 |
31,297 |
|
Lido Advisors LLC |
659 |
- |
2024-03-31 |
30,994 |
$794,000 |
0 |
|
Jacobi Capital Management LLC |
254 |
- |
2024-03-31 |
27,600 |
$707,000 |
8,637 |
|
PFG Advisors |
336 |
- |
2024-03-31 |
26,906 |
$689,000 |
-4,159 |
|
Hobart Private Capital LLC |
45 |
- |
2024-03-31 |
26,695 |
$684,000 |
-942 |
|
Equitable Holdings Inc. |
713 |
- |
2024-03-31 |
26,545 |
$680,000 |
741 |
|
|
100 Records found
|
1
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