|
Institutional
Holders
Total
Institutions:
|
520 11 |
|
Total
shares held :
|
78,690,623 |
|
% of shares
held :
|
81.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
4,195,326 |
|
% of shares
held change :
|
4.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.39 |
|
Last
Quarter's Ending
Price :
|
$58.45 |
|
Last
Quarter's Average
Price :
|
$54.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.45 (19.14%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CWM LLC |
19 |
- |
2024-03-31 |
3,279,224 |
$210,362,000 |
342,595 |
|
Private Advisor Group LLC |
8 |
- |
2024-03-31 |
3,003,316 |
$192,663,000 |
2,806 |
|
ENVESTNET ASSET MANAGEMENT INC |
279 |
- |
2024-03-31 |
2,791,415 |
$179,069,000 |
1,775,492 |
|
VALMARK ADVISERS INC |
10 |
- |
2024-03-31 |
2,359,687 |
$151,374,000 |
70,129 |
|
Wealthcare Advisory Partners LLC |
2 |
- |
2024-03-31 |
2,113,076 |
$135,554,000 |
28,977 |
|
AMERIPRISE FINANCIAL INC |
530 |
- |
2024-03-31 |
1,579,566 |
$101,352,000 |
912,834 |
|
Rockbridge Investment Management LCC |
2 |
- |
2024-03-31 |
1,516,850 |
$97,306,000 |
51,328 |
|
Professional Financial Advisors LLC |
1 |
- |
2024-03-31 |
1,472,501 |
$94,461,000 |
203,145 |
|
Shepherd Financial Partners LLC |
2 |
- |
2024-03-31 |
1,463,619 |
$93,891,000 |
9,865 |
|
Syntegra Private Wealth Group LLC |
2 |
- |
2024-03-31 |
1,339,060 |
$85,901,000 |
34,641 |
|
RFG Advisory Group LLC |
7 |
- |
2024-03-31 |
1,250,690 |
$80,232,000 |
32,822 |
|
MORGAN STANLEY |
1383 |
- |
2024-03-31 |
1,185,788 |
$76,068,000 |
12,920 |
|
ARS Wealth Advisors Group LLC |
1 |
- |
2024-03-31 |
993,069 |
$63,705,000 |
109,246 |
|
Wealthquest Corp |
4 |
- |
2024-03-31 |
981,855 |
$62,986,000 |
42,158 |
|
HANSON MCCLAIN, INC. |
29 |
- |
2024-03-31 |
884,590 |
$56,746,000 |
22,449 |
|
Keener Financial Planning LLC |
1 |
- |
2024-03-31 |
786,504 |
$50,455,000 |
34,873 |
|
BANK OF AMERICA CORP /DE/ |
1283 |
- |
2024-03-31 |
782,181 |
$50,177,000 |
146,328 |
|
Rosenberg Matthew Hamilton |
2 |
- |
2024-03-31 |
572,596 |
$36,658,000 |
4,862 |
|
Modern Wealth Management LLC |
7 |
- |
2024-03-31 |
560,111 |
$35,746,000 |
33,094 |
|
Winch Advisory Services LLC |
1 |
- |
2024-03-31 |
550,351 |
$35,305,000 |
24,001 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
7 |
- |
2024-03-31 |
514,272 |
$32,991,000 |
80,485 |
|
Baltimore-Washington Financial Advisors Inc. |
14 |
- |
2024-03-31 |
506,435 |
$32,488,000 |
121,042 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
546,131 |
$31,921,000 |
1,777 |
|
Gibson Wealth Advisors LLC |
22 |
- |
2022-12-31 |
661,500 |
$31,427,000 |
651,000 |
|
Symphony Financial Ltd. Co. |
1 |
- |
2024-03-31 |
479,842 |
$30,782,000 |
25,507 |
|
Boston Standard Wealth Management LLC |
5 |
- |
2024-03-31 |
361,445 |
$23,187,000 |
19,827 |
|
AJ WEALTH STRATEGIES LLC |
25 |
- |
2023-06-30 |
409,619 |
$22,300,000 |
56,631 |
|
LEGACY PRIVATE TRUST CO. |
13 |
- |
2024-03-31 |
325,724 |
$20,895,000 |
1,133 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
83 |
- |
2024-03-31 |
319,543 |
$20,499,000 |
65,251 |
|
Capasso Planning Partners LLC |
2 |
- |
2024-03-31 |
312,616 |
$20,054,000 |
13,575 |
|
Geneos Wealth Management Inc. |
18 |
- |
2024-03-31 |
301,974 |
$19,372,000 |
12,035 |
|
Equitable Holdings Inc. |
91 |
- |
2024-03-31 |
300,845 |
$19,299,000 |
21,220 |
|
MARINER WEALTH ADVISORS, LLC |
394 |
- |
2024-03-31 |
235,785 |
$15,126,000 |
40,209 |
|
AIFG Consultants Ltd. |
1 |
- |
2024-03-31 |
215,079 |
$13,797,000 |
3,301 |
|
Solano Wealth Management Inc. |
7 |
- |
2024-03-31 |
195,081 |
$12,514,000 |
12,512 |
|
Facet Wealth Inc. |
29 |
- |
2024-03-31 |
196,503 |
$12,443,000 |
2,677 |
|
Foundations Investment Advisors LLC |
68 |
- |
2024-03-31 |
183,744 |
$11,787,000 |
12,791 |
|
Treynor Bancshares Inc. |
1 |
- |
2024-03-31 |
181,785 |
$11,661,000 |
871 |
|
Capital Advisory Group Advisory Services LLC |
3 |
- |
2024-03-31 |
177,921 |
$11,414,000 |
667 |
|
Ervin Investment Management LLC |
4 |
- |
2024-03-31 |
166,078 |
$10,654,000 |
374 |
|
Financial Enhancement Group LLC |
18 |
- |
2024-03-31 |
163,825 |
$10,241,000 |
102 |
|
Money Matters Financial Group Inc |
1 |
- |
2023-12-31 |
173,751 |
$10,156,000 |
8,821 |
|
G&S Capital LLC |
3 |
- |
2024-03-31 |
150,388 |
$9,647,000 |
9,339 |
|
Arete Wealth Advisors LLC |
20 |
- |
2024-03-31 |
144,985 |
$9,301,000 |
4,527 |
|
J P MORGAN CHASE & CO |
2101 |
- |
2024-03-31 |
144,829 |
$9,291,000 |
7,032 |
|
CREATIVE PLANNING |
427 |
- |
2024-03-31 |
144,102 |
$9,244,000 |
936 |
|
ARGI INVESTMENT SERVICES, LLC |
49 |
- |
2022-12-31 |
183,906 |
$8,697,000 |
72,866 |
|
Zhang Financial LLC |
28 |
- |
2024-03-31 |
135,559 |
$8,696,000 |
67,295 |
|
Spartan Planning & Wealth Management |
1 |
- |
2023-12-31 |
146,154 |
$8,543,000 |
57,496 |
|
TWO SIGMA INVESTMENTS LLC |
700 |
- |
2024-03-31 |
115,700 |
$7,422,000 |
24,600 |
|
Bensler LLC |
35 |
- |
2024-03-31 |
103,987 |
$6,671,000 |
2,332 |
|
FLAGSHIP HARBOR ADVISORS LLC |
50 |
- |
2024-03-31 |
100,969 |
$6,477,000 |
1,331 |
|
Trilogy Capital Inc. |
55 |
- |
2024-03-31 |
99,761 |
$6,400,000 |
4,071 |
|
Western Wealth Management LLC |
40 |
- |
2024-03-31 |
99,592 |
$6,389,000 |
4,470 |
|
CAPTRUST FINANCIAL ADVISORS |
448 |
- |
2024-03-31 |
93,942 |
$6,026,000 |
5,772 |
|
ROYAL BANK OF CANADA |
1793 |
- |
2024-03-31 |
93,770 |
$6,015,000 |
52,554 |
|
Redwood Financial Network Corp |
1 |
- |
2024-03-31 |
92,395 |
$5,927,000 |
15,437 |
|
CASCADE INVESTMENT GROUP INC. |
2 |
- |
2024-03-31 |
92,099 |
$5,908,000 |
686 |
|
Global Retirement Partners LLC |
104 |
- |
2024-03-31 |
91,552 |
$5,873,000 |
5,259 |
|
Collaborative Wealth Managment Inc. |
8 |
- |
2024-03-31 |
88,447 |
$5,674,000 |
3,178 |
|
ATRIA INVESTMENTS LLC |
269 |
- |
2023-12-31 |
95,646 |
$5,591,000 |
713 |
|
Intrua Financial LLC |
22 |
- |
2023-03-31 |
101,504 |
$5,136,000 |
18,747 |
|
ISTHMUS PARTNERS LLC |
51 |
- |
2024-03-31 |
76,816 |
$4,928,000 |
317 |
|
ROUNDVIEW CAPITAL LLC |
63 |
- |
2024-03-31 |
72,001 |
$4,619,000 |
4,983 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
42 |
- |
2024-03-31 |
69,422 |
$4,453,000 |
5,574 |
|
CABOT MONEY MANAGEMENT INC |
51 |
- |
2024-03-31 |
66,694 |
$4,278,000 |
3,856 |
|
TKG Advisors LLC |
10 |
- |
2024-03-31 |
66,159 |
$4,244,000 |
9,872 |
|
Orca Investment Management LLC |
5 |
- |
2024-03-31 |
65,915 |
$4,228,000 |
258 |
|
HIGHTOWER ADVISORS, LLC |
1031 |
- |
2024-03-31 |
64,413 |
$4,135,000 |
9,749 |
|
HARBOUR INVESTMENTS INC. |
119 |
- |
2023-12-31 |
65,334 |
$3,819,000 |
41,438 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
32 |
- |
2024-03-31 |
59,174 |
$3,796,000 |
5,060 |
|
Trinity Wealth Management LLC |
16 |
- |
2024-03-31 |
58,856 |
$3,776,000 |
783 |
|
Aldebaran Financial Inc. |
5 |
- |
2024-03-31 |
57,747 |
$3,704,000 |
7,891 |
|
Good Life Advisors LLC |
62 |
- |
2024-03-31 |
57,352 |
$3,679,000 |
3,415 |
|
ADVISORY SERVICES NETWORK, LLC |
292 |
- |
2024-03-31 |
56,060 |
$3,596,000 |
1,962 |
|
Buckingham Strategic Partners |
109 |
- |
2024-03-31 |
53,542 |
$3,435,000 |
26,034 |
|
TWO SIGMA ADVISERS, LLC |
953 |
- |
2024-03-31 |
52,500 |
$3,368,000 |
14,900 |
|
Apeiron RIA LLC |
26 |
- |
2024-03-31 |
52,269 |
$3,353,000 |
342 |
|
DAGCO INC. |
19 |
- |
2024-03-31 |
51,779 |
$3,322,000 |
51,779 |
|
TD CAPITAL MANAGEMENT LLC |
42 |
- |
2024-03-31 |
49,149 |
$3,153,000 |
28,323 |
|
JNB Advisors LLC |
90 |
- |
2024-03-31 |
46,862 |
$3,006,000 |
7,460 |
|
Simplicity WealthLLC |
269 |
- |
2024-03-31 |
46,080 |
$2,956,000 |
40,886 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
133 |
- |
2024-03-31 |
45,001 |
$2,887,000 |
7,620 |
|
Advisor OS LLC |
56 |
- |
2024-03-31 |
44,853 |
$2,877,000 |
187 |
|
MJP ASSOCIATES INC /ADV |
26 |
- |
2024-03-31 |
44,105 |
$2,829,000 |
1,866 |
|
FMR LLC |
2097 |
- |
2024-03-31 |
41,793 |
$2,681,000 |
7,455 |
|
MERCER GLOBAL ADVISORS INC /ADV |
651 |
- |
2024-03-31 |
40,529 |
$2,600,000 |
22,314 |
|
Householder Group Estate & Retirement Specialist L |
26 |
- |
2024-03-31 |
40,389 |
$2,591,000 |
1,310 |
|
Sawtooth Asset Management Inc. |
261 |
- |
2023-12-31 |
42,603 |
$2,490,000 |
718 |
|
RENAISSANCE TECHNOLOGIES LLC |
1940 |
- |
2024-03-31 |
35,900 |
$2,303,000 |
600 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1612 |
- |
2024-03-31 |
35,285 |
$2,264,000 |
2,440 |
|
Fernwood Investment Management LLC |
42 |
- |
2024-03-31 |
34,318 |
$2,201,000 |
4,894 |
|
MULTIFINANCIAL SECURITIES CORP |
806 |
- |
2024-03-31 |
31,778 |
$2,039,000 |
16,205 |
|
Betterment LLC |
159 |
- |
2024-03-31 |
28,588 |
$1,834,000 |
19,387 |
|
Aptus Capital Advisors LLC |
294 |
- |
2024-03-31 |
28,558 |
$1,832,000 |
5,683 |
|
Feltz Wealth PLAN Inc. |
120 |
- |
2024-03-31 |
28,356 |
$1,819,000 |
1,579 |
|
OneAscent Financial Services LLC |
76 |
- |
2024-03-31 |
26,430 |
$1,696,000 |
2,279 |
|
Sigma Planning Corp |
347 |
- |
2024-03-31 |
26,161 |
$1,678,000 |
26,161 |
|
Wealth Advisory Solutions LLC |
52 |
- |
2024-03-31 |
25,470 |
$1,634,000 |
25,470 |
|
Tennessee Valley Asset Management Partners |
36 |
- |
2024-03-31 |
25,415 |
$1,630,000 |
2,736 |
|
|
100 Records found
|
1
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