|
Institutional
Holders
Total
Institutions:
|
305 3 |
|
Total
shares held :
|
42,204,290 |
|
% of shares
held :
|
87.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
6,422,158 |
|
% of shares
held change :
|
13.28% |
|
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 |
SEI INVESTMENTS CO |
66 |
- |
2024-03-31 |
3,525,337 |
$184,233,000 |
320,915 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
119 |
- |
2024-03-31 |
1,447,021 |
$75,624,000 |
65,614 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
126 |
- |
2024-03-31 |
941,265 |
$49,191,000 |
80,369 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
268 |
- |
2024-03-31 |
807,663 |
$42,208,000 |
6,791 |
|
ENVESTNET ASSET MANAGEMENT INC |
782 |
- |
2024-03-31 |
732,216 |
$38,266,000 |
157,275 |
|
TIAA TRUST NATIONAL ASSOCIATION |
95 |
- |
2024-03-31 |
684,389 |
$35,766,000 |
11,530 |
|
Counterpoint Mutual Funds LLC |
4 |
- |
2024-03-31 |
657,359 |
$34,354,000 |
334,308 |
|
REGIONS FINANCIAL CORP |
111 |
- |
2024-03-31 |
566,915 |
$29,627,000 |
13,301 |
|
LPL FINANCIAL CORP |
767 |
- |
2024-03-31 |
557,636 |
$29,142,000 |
32,048 |
|
AMERIPRISE FINANCIAL INC |
1228 |
- |
2024-03-31 |
435,563 |
$22,585,000 |
71,682 |
|
PFS INVESTMENTS INC. |
88 |
- |
2023-06-30 |
389,352 |
$19,989,000 |
3,591 |
|
CAPSTONE INVESTMENT ADVISORS LLC |
20 |
- |
2024-03-31 |
367,701 |
$19,216,000 |
181,300 |
|
Man Group plc |
454 |
- |
2024-03-31 |
323,285 |
$16,895,000 |
219,168 |
|
Wright Fund Managment LLC |
31 |
- |
2024-03-31 |
312,000 |
$16,305,000 |
18,800 |
|
PRUDENTIAL FINANCIAL INC |
581 |
- |
2024-03-31 |
252,756 |
$13,209,000 |
12,454 |
|
RFG Advisory Group LLC |
48 |
- |
2024-03-31 |
187,808 |
$9,815,000 |
2,562 |
|
Ellevest Inc. |
23 |
- |
2024-03-31 |
186,007 |
$9,721,000 |
113,129 |
|
Revolve Wealth Partners LLC |
21 |
- |
2024-03-31 |
170,211 |
$8,895,000 |
4,758 |
|
BB&T CORP |
665 |
- |
2024-03-31 |
168,334 |
$8,797,000 |
14,323 |
|
TOWNSQUARE CAPITAL LLC |
156 |
- |
2024-03-31 |
168,043 |
$8,782,000 |
13,861 |
|
CX Institutional |
63 |
- |
2024-03-31 |
163,826 |
$8,558,000 |
23,182 |
|
Cetera Investment Advisers |
197 |
- |
2024-03-31 |
162,485 |
$8,491,000 |
27,397 |
|
MML INVESTORS SERVICES LLC |
474 |
- |
2024-03-31 |
156,154 |
$8,161,000 |
53,027 |
|
Atlantic Trust Group LLC |
348 |
- |
2024-03-31 |
156,969 |
$8,147,000 |
150,978 |
|
Full Sail Capital LLC |
50 |
- |
2024-03-31 |
139,016 |
$7,265,000 |
880 |
|
JANNEY MONTGOMERY SCOTT LLC |
666 |
- |
2024-03-31 |
121,454 |
$6,347,000 |
24,071 |
|
Owen LaRue LLC |
7 |
- |
2024-03-31 |
117,453 |
$6,138,000 |
80,790 |
|
CFG ASSET MANAGEMENT LLC |
65 |
- |
2024-03-31 |
111,197 |
$5,811,000 |
1,469 |
|
Cyndeo Wealth Partners LLC |
66 |
- |
2024-03-31 |
104,378 |
$5,455,000 |
1,610 |
|
HIGHTOWER ADVISORS, LLC |
945 |
- |
2024-03-31 |
97,992 |
$5,120,000 |
2,861 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2313 |
- |
2024-03-31 |
88,957 |
$4,649,000 |
4,783 |
|
Avenue 1 Advisors LLC |
13 |
- |
2024-03-31 |
86,967 |
$4,545,000 |
11,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
847 |
- |
2024-03-31 |
79,206 |
$4,139,000 |
659 |
|
GREAT VALLEY ADVISOR GROUP INC. |
179 |
- |
2024-03-31 |
78,059 |
$4,079,000 |
2,984 |
|
Insight Wealth Strategies LLC |
35 |
- |
2024-03-31 |
76,797 |
$4,013,000 |
3,538 |
|
Kestra Advisory Services LLC |
621 |
- |
2024-03-31 |
70,875 |
$3,704,000 |
27,035 |
|
SOFI WEALTH LLC |
11 |
- |
2024-03-31 |
69,489 |
$3,631,000 |
4,372 |
|
Paradigm Financial Partners LLC |
44 |
- |
2024-03-31 |
61,936 |
$3,237,000 |
2,775 |
|
RIVERSEDGE ADVISORS LLC |
25 |
- |
2024-03-31 |
60,893 |
$3,182,000 |
2,689 |
|
Wealthcare Advisory Partners LLC |
166 |
- |
2024-03-31 |
59,468 |
$3,108,000 |
12,692 |
|
Financial Network Wealth Advisors LLC |
3 |
- |
2024-03-31 |
57,198 |
$2,989,000 |
2,264 |
|
TruWealth Advisors LLC |
62 |
- |
2024-03-31 |
53,355 |
$2,788,000 |
15,168 |
|
Andesa Financial Management Inc. |
19 |
- |
2022-12-31 |
54,305 |
$2,745,000 |
7,495 |
|
FINANCIAL NETWORK |
872 |
- |
2024-03-31 |
52,145 |
$2,725,000 |
13,586 |
|
BROWN WEALTH MANAGEMENT LLC |
22 |
- |
2024-03-31 |
51,543 |
$2,694,000 |
2,043 |
|
BNP PARIBAS ARBITRAGE SA |
1294 |
- |
2024-03-31 |
49,303 |
$2,577,000 |
47,803 |
|
RAYMOND JAMES & ASSOCIATES |
2023 |
- |
2024-03-31 |
47,016 |
$2,457,000 |
1,773 |
|
MERCER GLOBAL ADVISORS INC /ADV |
691 |
- |
2024-03-31 |
43,509 |
$2,274,000 |
17,052 |
|
Beacon Pointe Advisors LLC |
469 |
- |
2024-03-31 |
42,993 |
$2,247,000 |
583 |
|
PARK AVENUE SECURITIES LLC |
396 |
- |
2024-03-31 |
40,831 |
$2,134,000 |
10,710 |
|
DRAVO BAY LLC |
19 |
- |
2024-03-31 |
37,889 |
$1,980,000 |
7,130 |
|
Envestnet Portfolio Solutions Inc. |
644 |
- |
2024-03-31 |
37,055 |
$1,937,000 |
11,376 |
|
BAKER TILLY FINANCIAL LLC |
66 |
- |
2024-03-31 |
36,436 |
$1,904,000 |
117 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
964 |
- |
2024-03-31 |
35,778 |
$1,870,000 |
6,433 |
|
OPPENHEIMER & CO INC |
537 |
- |
2024-03-31 |
35,548 |
$1,858,000 |
1,453 |
|
VALMARK ADVISERS INC |
179 |
- |
2024-03-31 |
35,363 |
$1,848,000 |
1,648 |
|
Cresset Asset Management LLC |
672 |
- |
2024-03-31 |
35,133 |
$1,836,000 |
525 |
|
Baird Financial Group Inc. |
992 |
- |
2024-03-31 |
33,166 |
$1,733,000 |
15,332 |
|
Apeiron RIA LLC |
42 |
- |
2024-03-31 |
32,926 |
$1,721,000 |
3,339 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
30 |
- |
2024-03-31 |
32,500 |
$1,698,000 |
1,549 |
|
Stratos Wealth Partners LTD. |
489 |
- |
2024-03-31 |
30,913 |
$1,616,000 |
2,027 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
22 |
- |
2024-03-31 |
27,958 |
$1,461,000 |
4,282 |
|
Wedmont Private Capital |
128 |
- |
2024-03-31 |
26,992 |
$1,394,000 |
640 |
|
Rehmann Capital Advisory Group |
162 |
- |
2024-03-31 |
25,525 |
$1,334,000 |
4,551 |
|
Betterment LLC |
182 |
- |
2024-03-31 |
24,540 |
$1,282,000 |
172 |
|
Proquility Private Wealth Partners LLC |
64 |
- |
2024-03-31 |
24,499 |
$1,280,000 |
17,926 |
|
FIRST UNITED BANK TRUST/ |
64 |
- |
2024-03-31 |
24,235 |
$1,267,000 |
661 |
|
MULTIFINANCIAL SECURITIES CORP |
1045 |
- |
2024-03-31 |
23,822 |
$1,245,000 |
7,365 |
|
BURNS WEALTH MANAGEMENT, INC. |
250 |
- |
2024-03-31 |
23,288 |
$1,217,000 |
343 |
|
Orcam Financial Group |
16 |
- |
2024-03-31 |
22,964 |
$1,200,000 |
32 |
|
BLAIR WILLIAM & CO/IL |
851 |
- |
2024-03-31 |
20,075 |
$1,049,000 |
75 |
|
Westside Investment Management Inc. |
102 |
- |
2024-03-31 |
19,451 |
$1,017,000 |
831 |
|
Dynamic Advisors Solutions LLC |
451 |
- |
2024-03-31 |
18,613 |
$973,000 |
11 |
|
Hennion & Walsh Asset Management Inc. |
434 |
- |
2024-03-31 |
18,039 |
$943,000 |
12,430 |
|
IHT Wealth Management LLC |
441 |
- |
2024-03-31 |
18,018 |
$942,000 |
7,389 |
|
LINCOLN NATIONAL CORP |
535 |
- |
2024-03-31 |
17,801 |
$930,000 |
4,492 |
|
IFG Advisory LLC |
258 |
- |
2024-03-31 |
17,511 |
$915,000 |
3,490 |
|
Change Path LLC |
403 |
- |
2024-03-31 |
17,180 |
$898,000 |
5,372 |
|
HB Wealth Management LLC |
373 |
- |
2024-03-31 |
16,970 |
$887,000 |
1,770 |
|
Csenge Advisory Group |
292 |
- |
2024-03-31 |
16,548 |
$865,000 |
6,353 |
|
FOSTER & MOTLEY INC |
219 |
- |
2024-03-31 |
16,404 |
$857,000 |
244 |
|
All Season Financial Advisors Inc. |
35 |
- |
2024-03-31 |
16,095 |
$841,000 |
4,289 |
|
Sigma Planning Corp |
547 |
- |
2024-03-31 |
16,061 |
$839,000 |
7,310 |
|
Sowell Financial Services LLC |
380 |
- |
2024-03-31 |
15,702 |
$821,000 |
436 |
|
Ausdal Financial Partners Inc. |
209 |
- |
2024-03-31 |
14,385 |
$752,000 |
991 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
232 |
- |
2024-03-31 |
14,253 |
$745,000 |
333 |
|
OHE FINANCIAL INC |
148 |
- |
2024-03-31 |
14,178 |
$741,000 |
806 |
|
FC Advisory LLC |
50 |
- |
2024-03-31 |
13,903 |
$727,000 |
251 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
657 |
- |
2024-03-31 |
13,710 |
$716,000 |
2,506 |
|
Perigon Wealth Management LLC |
457 |
- |
2024-03-31 |
13,462 |
$704,000 |
319 |
|
Rooted Wealth Advisors Inc. |
46 |
- |
2024-03-31 |
13,365 |
$691,000 |
87 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
220 |
- |
2024-03-31 |
13,125 |
$686,000 |
1,725 |
|
Private Advisor Group LLC |
1356 |
- |
2024-03-31 |
12,711 |
$664,000 |
1,873 |
|
PROEQUITIES INC. |
389 |
- |
2024-03-31 |
12,631 |
$660,000 |
3,157 |
|
Laurel Wealth Advisors Inc. |
307 |
- |
2022-12-31 |
12,711 |
$643,000 |
122 |
|
ERTS Wealth Advisors LLC |
40 |
- |
2024-03-31 |
12,033 |
$629,000 |
645 |
|
Good Life Advisors LLC |
215 |
- |
2024-03-31 |
11,925 |
$623,000 |
1,711 |
|
S. R. Schill & Associates |
40 |
- |
2024-03-31 |
10,967 |
$573,000 |
2,719 |
|
Steward Partners Investment Advisory LLC |
1024 |
- |
2024-03-31 |
10,418 |
$544,000 |
2,425 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
400 |
- |
2024-03-31 |
10,134 |
$530,000 |
44 |
|
|
100 Records found
|
1
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