|
Institutional
Holders
Total
Institutions:
|
416 8 |
|
Total
shares held :
|
103,759,082 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-3,083,291 |
|
% of shares
held change :
|
-2.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.20 |
|
Last
Quarter's Ending
Price :
|
$93.81 |
|
Last
Quarter's Average
Price :
|
$87.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.79 (19.11%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Betterment LLC |
19 |
- |
2024-03-31 |
3,911,918 |
$406,018,000 |
290,404 |
|
LPL FINANCIAL CORP |
126 |
- |
2024-03-31 |
2,763,396 |
$286,813,000 |
252,000 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
2 |
- |
2024-03-31 |
2,328,921 |
$241,718,000 |
113,086 |
|
SigFig Wealth Management LLC |
3 |
- |
2024-03-31 |
2,005,512 |
$208,152,000 |
13,936 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1 |
- |
2024-03-31 |
911,478 |
$94,602,000 |
34,782 |
|
ROYAL BANK OF CANADA |
544 |
- |
2024-03-31 |
793,394 |
$82,346,000 |
53,255 |
|
WMS PARTNERS, LLC |
4 |
- |
2024-03-31 |
768,645 |
$79,778,000 |
73,033 |
|
Resources Investment Advisors Inc. |
13 |
- |
2024-03-31 |
753,197 |
$78,174,000 |
14,773 |
|
SkyView Investment Advisors LLC |
1 |
- |
2024-03-31 |
746,075 |
$77,435,000 |
67,259 |
|
Goldstein Advisors LLC |
2 |
- |
2024-03-31 |
599,216 |
$62,193,000 |
27,399 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
140 |
- |
2024-03-31 |
573,527 |
$59,526,000 |
8,042 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
11 |
- |
2024-03-31 |
489,165 |
$50,770,000 |
39,669 |
|
Hennion & Walsh Asset Management Inc. |
1 |
- |
2024-03-31 |
479,989 |
$49,818,000 |
7,170 |
|
Leo Wealth LLC |
5 |
- |
2024-03-31 |
400,920 |
$41,556,000 |
23,564 |
|
Dynamic Advisors Solutions LLC |
6 |
- |
2024-03-31 |
361,490 |
$37,519,000 |
25,766 |
|
J P MORGAN CHASE & CO |
1434 |
- |
2024-03-31 |
286,520 |
$29,738,000 |
34,587 |
|
GeoWealth Management LLC |
17 |
- |
2024-03-31 |
256,599 |
$26,633,000 |
203,286 |
|
HUNTER ASSOCIATES INC. |
3 |
- |
2024-03-31 |
255,895 |
$26,559,000 |
14,514 |
|
Ten Capital Wealth Advisors LLC |
3 |
- |
2023-06-30 |
302,108 |
$26,374,000 |
3,706 |
|
Evergreen Wealth Solutions LLC |
1 |
- |
2024-03-31 |
252,237 |
$26,180,000 |
79,908 |
|
LINCOLN CAPITAL CORP |
1 |
- |
2024-03-31 |
223,987 |
$23,248,000 |
5,803 |
|
AXXCESS WEALTH MANAGEMENT LLC |
30 |
- |
2024-03-31 |
215,324 |
$22,348,000 |
3,777 |
|
Baird Financial Group Inc. |
310 |
- |
2024-03-31 |
211,263 |
$21,927,000 |
13,941 |
|
ACIMA PRIVATE WEALTH LLC |
1 |
- |
2024-03-31 |
210,722 |
$21,871,000 |
79,515 |
|
PRINCIPAL SECURITIES INC. |
28 |
- |
2024-03-31 |
194,883 |
$20,227,000 |
2,172 |
|
Rockefeller Capital Management L.P. |
340 |
- |
2024-03-31 |
185,628 |
$19,266,000 |
154,229 |
|
First Ascent Asset Management LLC |
14 |
- |
2023-12-31 |
194,565 |
$18,252,000 |
6,151 |
|
LexAurum Advisors LLC |
1 |
- |
2024-03-31 |
167,970 |
$17,434,000 |
1,046 |
|
MARINER WEALTH ADVISORS, LLC |
358 |
- |
2024-03-31 |
164,327 |
$17,055,000 |
32,356 |
|
MCCORMACK ADVISORS INTERNATIONAL |
111 |
- |
2024-03-31 |
160,067 |
$16,613,000 |
5,185 |
|
Lido Advisors LLC |
104 |
- |
2024-03-31 |
154,961 |
$16,083,000 |
4,717 |
|
REGAL INVESTMENT ADVISORS, LLC |
15 |
- |
2024-03-31 |
142,517 |
$14,792,000 |
12,943 |
|
NorthStar Asset Management LLC /NJ/ |
1 |
- |
2024-03-31 |
141,907 |
$14,729,000 |
4,764 |
|
Inscription Capital LLC |
4 |
- |
2024-03-31 |
135,631 |
$13,937,000 |
3,362 |
|
Silicon Valley Capital Partners |
13 |
- |
2024-03-31 |
133,663 |
$13,873,000 |
24,275 |
|
Worth Financial Advisory Group LLC |
1 |
- |
2024-03-31 |
130,258 |
$13,520,000 |
4,817 |
|
Lee Financial Group Hawaii Inc. |
3 |
- |
2024-03-31 |
129,672 |
$13,459,000 |
115,215 |
|
Private Advisor Group LLC |
197 |
- |
2024-03-31 |
127,618 |
$13,245,000 |
17,446 |
|
NOVARE CAPITAL MANAGEMENT LLC |
36 |
- |
2024-03-31 |
113,035 |
$11,732,000 |
16,603 |
|
LEDYARD NATIONAL BANK |
27 |
- |
2024-03-31 |
106,737 |
$11,078,000 |
5,103 |
|
Equitable Holdings Inc. |
147 |
- |
2024-03-31 |
100,834 |
$10,466,000 |
946 |
|
Mutual Advisors LLC |
54 |
- |
2024-03-31 |
96,189 |
$9,983,000 |
21,210 |
|
COZAD ASSET MANAGEMENT INC |
26 |
- |
2024-03-31 |
88,443 |
$9,179,000 |
6,424 |
|
Nikulski Financial Inc. |
5 |
- |
2024-03-31 |
86,216 |
$8,948,000 |
4,032 |
|
PFG Investments LLC |
47 |
- |
2024-03-31 |
61,818 |
$6,416,000 |
42,597 |
|
PFG Advisors |
53 |
- |
2024-03-31 |
58,609 |
$6,083,000 |
7,109 |
|
CVA Family Office LLC |
22 |
- |
2024-03-31 |
56,180 |
$5,831,000 |
97 |
|
CFO4Life Group LLC |
23 |
- |
2024-03-31 |
55,540 |
$5,764,000 |
1,356 |
|
Eaton Financial Holdings Company LLC |
9 |
- |
2024-03-31 |
55,013 |
$5,710,000 |
2,638 |
|
Streettalk Advisors LLC |
59 |
- |
2024-03-31 |
51,347 |
$5,329,000 |
1,070 |
|
AMERICAN NATIONAL BANK |
42 |
- |
2024-03-31 |
51,146 |
$5,308,000 |
8,920 |
|
CREATIVE PLANNING |
600 |
- |
2024-03-31 |
49,721 |
$5,161,000 |
2,853 |
|
FMR LLC |
1957 |
- |
2024-03-31 |
47,047 |
$4,883,000 |
7,401 |
|
Emerald Advisors LLC |
9 |
- |
2024-03-31 |
45,845 |
$4,758,000 |
916 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
231 |
- |
2024-03-31 |
42,067 |
$4,366,000 |
1,316 |
|
HPM Partners LLC |
722 |
- |
2024-03-31 |
38,403 |
$3,986,000 |
671 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
73 |
- |
2024-03-31 |
36,290 |
$3,767,000 |
651 |
|
NORTHERN TRUST CORP |
2650 |
- |
2024-03-31 |
35,429 |
$3,677,000 |
2,163 |
|
SageView Advisory Group LLC |
72 |
- |
2024-03-31 |
101,866 |
$3,493,000 |
89,724 |
|
McAdam LLC |
60 |
- |
2024-03-31 |
32,042 |
$3,326,000 |
150 |
|
Kestra Advisory Services LLC |
693 |
- |
2024-03-31 |
29,977 |
$3,111,000 |
1,545 |
|
Mengis Capital Management Inc. |
53 |
- |
2024-03-31 |
28,701 |
$2,979,000 |
945 |
|
Apollon Wealth Management LLC |
219 |
- |
2024-03-31 |
26,089 |
$2,708,000 |
185 |
|
RAYMOND JAMES TRUST CO |
261 |
- |
2024-03-31 |
25,887 |
$2,687,000 |
2,212 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
124 |
- |
2024-03-31 |
25,775 |
$2,675,000 |
991 |
|
HARBOUR INVESTMENTS INC. |
183 |
- |
2023-12-31 |
27,490 |
$2,579,000 |
2,569 |
|
Traynor Capital Management Inc. |
59 |
- |
2024-03-31 |
23,696 |
$2,459,000 |
3,866 |
|
SHUFRO ROSE & CO LLC |
71 |
- |
2024-03-31 |
20,985 |
$2,178,000 |
2,170 |
|
WEDBUSH MORGAN SECURITIES INC |
188 |
- |
2024-03-31 |
20,665 |
$2,145,000 |
1,091 |
|
Wealthfront Advisers LLC |
476 |
- |
2024-03-31 |
20,308 |
$2,108,000 |
7,226 |
|
Forbes Financial Planning Inc. |
21 |
- |
2024-03-31 |
20,171 |
$2,094,000 |
2,736 |
|
Koshinski Asset Management Inc. |
109 |
- |
2024-03-31 |
19,851 |
$2,060,000 |
16,155 |
|
Mason & Associates Inc |
29 |
- |
2024-03-31 |
18,947 |
$1,966,000 |
8,929 |
|
MML INVESTORS SERVICES LLC |
1057 |
- |
2024-03-31 |
18,674 |
$1,938,000 |
694 |
|
Strategic Family Wealth Counselors L.L.C. |
39 |
- |
2024-03-31 |
16,600 |
$1,723,000 |
29 |
|
Hamilton Wealth LLC |
38 |
- |
2023-12-31 |
18,222 |
$1,709,000 |
7,241 |
|
J.W. COLE ADVISORS INC. |
249 |
- |
2024-03-31 |
15,320 |
$1,590,000 |
1,652 |
|
Stonehearth Capital Management LLC |
23 |
- |
2024-03-31 |
15,192 |
$1,577,000 |
40 |
|
Laurel Wealth Advisors Inc. |
164 |
- |
2022-12-31 |
18,903 |
$1,439,000 |
715 |
|
Cresset Asset Management LLC |
838 |
- |
2024-03-31 |
12,777 |
$1,326,000 |
5,596 |
|
EAGLE RIDGE INVESTMENT MANAGEMENT |
63 |
- |
2024-03-31 |
12,028 |
$1,248,000 |
35 |
|
Gallagher Fiduciary Advisors LLC |
51 |
- |
2024-03-31 |
11,615 |
$1,205,000 |
259 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
514 |
- |
2024-03-31 |
11,150 |
$1,157,000 |
191 |
|
ADVISORY SERVICES NETWORK, LLC |
633 |
- |
2024-03-31 |
11,106 |
$1,153,000 |
5,790 |
|
Stratos Wealth Advisors LLC |
310 |
- |
2024-03-31 |
10,602 |
$1,100,000 |
160 |
|
Pathstone Holdings LLC |
1229 |
- |
2024-03-31 |
10,441 |
$1,084,000 |
150 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
295 |
- |
2024-03-31 |
9,398 |
$976,000 |
1,373 |
|
Madison Park Capital Advisors LLC |
28 |
- |
2024-03-31 |
9,217 |
$957,000 |
403 |
|
Elmwood Wealth Management Inc. |
86 |
- |
2024-03-31 |
7,855 |
$815,000 |
7,855 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
152 |
- |
2024-03-31 |
7,790 |
$809,000 |
1,647 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
102 |
- |
2024-03-31 |
7,738 |
$803,000 |
2,052 |
|
PFG FINANCIAL ADVISORS |
116 |
- |
2024-03-31 |
6,983 |
$725,000 |
1,021 |
|
Capital Investment Advisory Services LLC |
236 |
- |
2024-03-31 |
6,867 |
$713,000 |
386 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
781 |
- |
2024-03-31 |
6,759 |
$702,000 |
238 |
|
Tyler-Stone Wealth Management |
66 |
- |
2024-03-31 |
6,751 |
$701,000 |
2,621 |
|
Schrum Private Wealth Management LLC |
45 |
- |
2024-03-31 |
6,679 |
$693,000 |
253 |
|
Kingsview Wealth Management LLC |
599 |
- |
2024-03-31 |
6,287 |
$653,000 |
1,977 |
|
TD CAPITAL MANAGEMENT LLC |
59 |
- |
2024-03-31 |
6,208 |
$644,000 |
35 |
|
LINCOLN NATIONAL CORP |
654 |
- |
2024-03-31 |
6,136 |
$637,000 |
956 |
|
Advance Capital Management Inc. |
72 |
- |
2024-03-31 |
5,936 |
$616,000 |
212 |
|
|
100 Records found
|
1
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