|
Institutional
Holders
Total
Institutions:
|
364 23 |
|
Total
shares held :
|
143,176,393 |
|
% of shares
held :
|
22.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
4,488,753 |
|
% of shares
held change :
|
0.72% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$57.36 |
|
Last
Quarter's Ending
Price :
|
$63.66 |
|
Last
Quarter's Average
Price :
|
$59.62 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.43 (14.14%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CREATIVE PLANNING |
19 |
- |
2024-03-31 |
17,796,026 |
$1,194,647,000 |
-390,095 |
|
BLACKROCK INC. |
539 |
- |
2024-03-31 |
17,506,881 |
$1,175,237,000 |
-2,278,153 |
|
CITIGROUP INC |
70 |
- |
2024-03-31 |
4,025,687 |
$270,244,000 |
-11,062 |
|
ROYAL BANK OF CANADA |
472 |
- |
2024-03-31 |
1,566,336 |
$105,147,000 |
-36,722 |
|
AXXCESS WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
1,263,284 |
$84,804,000 |
-36,423 |
|
Capital Asset Advisory Services LLC |
3 |
- |
2024-03-31 |
1,259,920 |
$83,810,000 |
-40,683 |
|
AMARILLO NATIONAL BANK |
3 |
- |
2024-03-31 |
742,111 |
$49,818,000 |
-3,307 |
|
WELLS FARGO & CO/MN |
722 |
- |
2024-03-31 |
723,746 |
$48,585,000 |
-98,203 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
29 |
- |
2024-03-31 |
595,747 |
$39,992,000 |
-4,184 |
|
ARROW FINANCIAL CORP |
8 |
- |
2023-12-31 |
463,678 |
$29,518,000 |
-7,438 |
|
RAYMOND JAMES & ASSOCIATES |
613 |
- |
2024-03-31 |
424,962 |
$28,528,000 |
-284,107 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
416 |
- |
2024-03-31 |
394,099 |
$26,456,000 |
-24,677 |
|
MML INVESTORS SERVICES LLC |
224 |
- |
2024-03-31 |
336,274 |
$22,574,000 |
-35,786 |
|
AAFCPAs Wealth Management LLC |
2 |
- |
2024-03-31 |
334,876 |
$22,480,000 |
-68,862 |
|
AE Wealth Management LLC |
98 |
- |
2024-03-31 |
330,988 |
$22,219,000 |
-473,839 |
|
Orion Portfolio Solutions LLC |
90 |
- |
2024-03-31 |
304,137 |
$20,417,000 |
-91,039 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
281,611 |
$18,905,000 |
-74,425 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
31 |
- |
2024-03-31 |
277,385 |
$18,621,000 |
-5,152 |
|
VISION CAPITAL MANAGEMENT INC |
10 |
- |
2024-03-31 |
260,770 |
$17,505,000 |
-8,317 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
396 |
- |
2024-03-31 |
198,792 |
$13,345,000 |
-1,836 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
25 |
- |
2024-03-31 |
170,238 |
$11,428,000 |
-3,481 |
|
DELAP WEALTH ADVISORY LLC |
4 |
- |
2024-03-31 |
166,837 |
$11,200,000 |
-95,670 |
|
Cetera Investment Advisers |
171 |
- |
2024-03-31 |
149,275 |
$10,021,000 |
-131,799 |
|
Heritage Financial Services LLC |
9 |
- |
2024-03-31 |
142,000 |
$9,532,000 |
-12,181 |
|
Steele Capital Management Inc. |
35 |
- |
2024-03-31 |
138,467 |
$9,295,000 |
-11,592 |
|
R. W. Roge & Company Inc. |
7 |
- |
2024-03-31 |
131,026 |
$8,796,000 |
-5,829 |
|
Peterson Wealth Advisors LLC |
10 |
- |
2024-03-31 |
124,499 |
$8,358,000 |
-2,722 |
|
Advisor Group Holdings Inc. |
800 |
- |
2024-03-31 |
117,612 |
$7,896,000 |
-207,044 |
|
HANSON MCCLAIN, INC. |
151 |
- |
2024-03-31 |
106,393 |
$7,142,000 |
-6,329 |
|
Strid Group LLC |
13 |
- |
2024-03-31 |
89,880 |
$6,034,000 |
-8,496 |
|
Resonant Capital Advisors LLC |
45 |
- |
2024-03-31 |
84,184 |
$5,651,000 |
-483 |
|
Red Wave Investments LLC |
14 |
- |
2024-03-31 |
82,269 |
$5,523,000 |
-649 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
78 |
- |
2024-03-31 |
71,393 |
$4,793,000 |
-2,550 |
|
HPM Partners LLC |
672 |
- |
2024-03-31 |
67,166 |
$4,509,000 |
-1,849 |
|
Integrated Wealth Concepts LLC |
289 |
- |
2024-03-31 |
65,070 |
$4,368,000 |
-2,284 |
|
Columbus Macro LLC |
10 |
- |
2024-03-31 |
57,823 |
$3,882,000 |
-122 |
|
Arbor Investment Advisors LLC |
23 |
- |
2024-03-31 |
55,397 |
$3,719,000 |
-1,301 |
|
EVENSKY & KATZ INC |
32 |
- |
2024-03-31 |
50,411 |
$3,384,000 |
-838 |
|
Beacon Pointe Advisors LLC |
378 |
- |
2024-03-31 |
50,214 |
$3,371,000 |
-1,058 |
|
Probity Advisors Inc. |
28 |
- |
2024-03-31 |
48,143 |
$3,232,000 |
-1,548 |
|
BEAM Asset Management LLC |
16 |
- |
2024-03-31 |
47,645 |
$3,198,000 |
-1,384 |
|
Emerald Investment Partners LLC |
50 |
- |
2024-03-31 |
47,345 |
$3,178,000 |
-320 |
|
DEFINED WEALTH MANAGEMENT LLC |
16 |
- |
2024-03-31 |
39,530 |
$2,654,000 |
-139 |
|
DAVIDSON D A & CO |
466 |
- |
2024-03-31 |
37,077 |
$2,489,000 |
-625 |
|
HOGE FINANCIAL SERVICES LLC |
13 |
- |
2024-03-31 |
34,947 |
$2,346,000 |
-8,434 |
|
Snowden Capital Advisors LLC |
288 |
- |
2024-03-31 |
34,268 |
$2,300,000 |
-176 |
|
RETIREMENT PLANNING GROUP |
61 |
- |
2024-03-31 |
33,780 |
$2,268,000 |
-696 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
406 |
- |
2024-03-31 |
33,159 |
$2,226,000 |
-6,120 |
|
COMERICA BANK |
1126 |
- |
2024-03-31 |
32,430 |
$2,177,000 |
-409 |
|
KRAFT ASSET MANAGEMENT LLC |
11 |
- |
2024-03-31 |
32,346 |
$2,171,000 |
-48 |
|
Cordant Inc. |
17 |
- |
2024-03-31 |
28,792 |
$1,933,000 |
-952 |
|
SIGMA INVESTMENT COUNSELORS INC |
85 |
- |
2024-03-31 |
26,776 |
$1,797,000 |
-934 |
|
CWM LLC |
650 |
- |
2024-03-31 |
26,539 |
$1,782,000 |
-3,804 |
|
Sequoia Financial Advisors LLC |
348 |
- |
2024-03-31 |
26,346 |
$1,769,000 |
-3,945 |
|
CI Private Wealth LLC |
1093 |
- |
2024-03-31 |
25,466 |
$1,710,000 |
-4,233 |
|
SMITH MOORE & CO. |
118 |
- |
2024-03-31 |
24,340 |
$1,634,000 |
-1,021 |
|
Pallas Capital Advisors LLC |
170 |
- |
2024-03-31 |
23,749 |
$1,594,000 |
-1,632 |
|
Goss Wealth Management LLC |
825 |
- |
2024-03-31 |
20,887 |
$1,402,000 |
-17,626 |
|
Financial Synergies Wealth Advisors Inc. |
39 |
- |
2024-03-31 |
20,411 |
$1,370,000 |
-1,128 |
|
KINGFISHER CAPITAL LLC |
82 |
- |
2024-03-31 |
19,924 |
$1,337,000 |
-327 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
438 |
- |
2024-03-31 |
19,780 |
$1,328,000 |
-71 |
|
GeoWealth Management LLC |
263 |
- |
2024-03-31 |
17,024 |
$1,143,000 |
-339 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
927 |
- |
2023-09-30 |
19,474 |
$1,135,000 |
-907 |
|
MERCER GLOBAL ADVISORS INC /ADV |
949 |
- |
2024-03-31 |
15,255 |
$1,024,000 |
-1,892 |
|
Asset Dedication LLC |
163 |
- |
2024-03-31 |
15,009 |
$1,009,000 |
-467 |
|
CITADEL ADVISORS LLC |
3254 |
- |
2024-03-31 |
12,347 |
$829,000 |
-45,233 |
|
IHT Wealth Management LLC |
483 |
- |
2024-03-31 |
11,971 |
$804,000 |
-1,070 |
|
OLD MISSION CAPITAL LLC |
449 |
- |
2024-03-31 |
11,761 |
$790,000 |
-57,470 |
|
Nicholas Hoffman & Company LLC. |
146 |
- |
2024-03-31 |
11,028 |
$740,000 |
-2,320 |
|
Aveo Capital Partners LLC |
172 |
- |
2024-03-31 |
10,810 |
$717,000 |
-9 |
|
STIFEL FINANCIAL CORP |
2435 |
- |
2024-03-31 |
9,871 |
$663,000 |
-2,848 |
|
Lido Advisors LLC |
745 |
- |
2024-03-31 |
9,045 |
$607,000 |
-1,740 |
|
ANDERSON FISHER LLC |
52 |
- |
2024-03-31 |
8,651 |
$581,000 |
-20 |
|
DFPG INVESTMENTS INC. |
369 |
- |
2023-12-31 |
9,013 |
$563,000 |
-2,450 |
|
DRW SECURITIES, LLC |
159 |
- |
2024-03-31 |
7,840 |
$526,000 |
-17,313 |
|
Glass Jacobson Investment Advisors llc |
123 |
- |
2024-03-31 |
7,796 |
$523,000 |
-40 |
|
Merit Financial Group LLC |
565 |
- |
2024-03-31 |
7,784 |
$516,000 |
-3,540 |
|
Mascoma Wealth Management LLC |
54 |
- |
2024-03-31 |
7,502 |
$504,000 |
-20 |
|
Balanced Rock Investment Advisor |
48 |
- |
2024-03-31 |
7,510 |
$504,000 |
-1,257 |
|
WATERSHED PRIVATE WEALTH LLC |
77 |
- |
2024-03-31 |
7,171 |
$481,000 |
-32,668 |
|
Strategic Financial Planning Inc. |
28 |
- |
2024-03-31 |
6,865 |
$461,000 |
-475 |
|
Opes Wealth Management LLC |
92 |
- |
2024-03-31 |
6,133 |
$412,000 |
-170 |
|
KAVAR CAPITAL PARTNERS GROUP LLC |
122 |
- |
2024-03-31 |
5,731 |
$385,000 |
-5,731 |
|
AlphaStar Capital Management LLC |
217 |
- |
2024-03-31 |
5,294 |
$355,000 |
-1,207 |
|
Wynn Capital LLC |
74 |
- |
2024-03-31 |
5,200 |
$349,000 |
-625 |
|
REGIMEN WEALTH LLC |
47 |
- |
2024-03-31 |
5,078 |
$341,000 |
-238 |
|
VCI Wealth Management LLC |
92 |
- |
2024-03-31 |
5,064 |
$340,000 |
-1,480 |
|
Birchcreek Wealth Management LLC |
109 |
- |
2024-03-31 |
5,045 |
$339,000 |
-520 |
|
RAYMOND JAMES TRUST CO |
911 |
- |
2024-03-31 |
5,049 |
$339,000 |
-5,917 |
|
Laurel Wealth Advisors Inc. |
467 |
- |
2022-12-31 |
6,024 |
$337,000 |
-255 |
|
CFS Investment Advisory Services LLC |
134 |
- |
2024-03-31 |
4,999 |
$336,000 |
-315 |
|
Fort Point Capital Partners LLC |
241 |
- |
2024-03-31 |
4,931 |
$331,000 |
-1,254 |
|
Slagle Financial LLC |
84 |
- |
2024-03-31 |
4,670 |
$313,000 |
-5,918 |
|
Ascent Group LLC |
426 |
- |
2024-03-31 |
4,493 |
$302,000 |
-149 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
524 |
- |
2024-03-31 |
4,485 |
$301,000 |
-36 |
|
Robertson Stephens Wealth Management LLC |
441 |
- |
2024-03-31 |
3,768 |
$253,000 |
-4,840 |
|
Capstone Financial Advisors Inc. |
121 |
- |
2024-03-31 |
3,742 |
$251,000 |
-59 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
108 |
- |
2024-03-31 |
3,451 |
$232,000 |
-1,303 |
|
GOLDMAN SACHS GROUP INC/ |
4205 |
- |
2024-03-31 |
3,354 |
$225,000 |
-3,816 |
|
VALMARK ADVISERS INC |
506 |
- |
2024-03-31 |
3,193 |
$214,000 |
-13 |
|
|
100 Records found
|
1
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