|
Institutional
Holders
Total
Institutions:
|
847 10 |
|
Total
shares held :
|
249,396,289 |
|
% of shares
held :
|
13.3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
6,693,645 |
|
% of shares
held change :
|
0.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.56 |
|
Last
Quarter's Ending
Price :
|
$65.06 |
|
Last
Quarter's Average
Price :
|
$61.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.20 (23.03%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
49
|
1,540,764
|
0.62%
|
|
|
Increased
Positions : |
354
|
24,014,370
|
9.63%
|
|
|
Unchanged
Positions : |
142
|
7,326,405
|
2.94%
|
|
|
Decreased
Positions : |
302
|
-15,739,308
|
-6.31%
|
|
|
Closed
Positions : |
39
|
-3,122,181
|
-1.25%
|
|
|
Guru
Positions : |
1
|
5,862
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FINANCIAL ENGINES ADVISORS L.L.C. |
11 |
- |
2024-03-31 |
21,655,399 |
$1,584,092,000 |
-800,187 |
|
ENVESTNET ASSET MANAGEMENT INC |
129 |
- |
2024-03-31 |
5,359,687 |
$392,061,000 |
-380,769 |
|
BANK OF AMERICA CORP /DE/ |
583 |
- |
2024-03-31 |
2,984,618 |
$218,325,000 |
-843,377 |
|
Orgel Wealth Management LLC |
5 |
- |
2024-03-31 |
2,824,671 |
$206,625,000 |
-76,942 |
|
Advisor Group Holdings Inc. |
37 |
- |
2024-03-31 |
2,335,456 |
$170,844,000 |
-1,068,943 |
|
Willis Johnson & Associates Inc. |
2 |
- |
2024-03-31 |
2,243,033 |
$164,078,000 |
-97,338 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
83 |
- |
2024-03-31 |
2,212,381 |
$161,836,000 |
-238,665 |
|
FMR LLC |
897 |
- |
2024-03-31 |
2,071,162 |
$151,505,000 |
-11,905 |
|
WELLS FARGO & CO/MN |
380 |
- |
2024-03-31 |
1,831,414 |
$133,968,000 |
-15,095 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
86 |
- |
2024-03-31 |
1,776,352 |
$129,940,000 |
-310,818 |
|
NICOLET ADVISORY SERVICES LLC |
2 |
- |
2024-03-31 |
1,651,180 |
$120,536,000 |
-109,462 |
|
CI Private Wealth LLC |
113 |
- |
2024-03-31 |
1,599,780 |
$117,024,000 |
-138,958 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
1,589,224 |
$103,395,000 |
-20,613 |
|
AE Wealth Management LLC |
11 |
- |
2024-03-31 |
1,259,504 |
$92,133,000 |
-512,602 |
|
AlphaStar Capital Management LLC |
2 |
- |
2024-03-31 |
1,183,480 |
$86,572,000 |
-76,428 |
|
GLOBALT Investments LLC / GA |
7 |
- |
2024-03-31 |
1,179,743 |
$86,298,000 |
-51,672 |
|
SAVANT CAPITAL MANAGEMENT INC |
19 |
- |
2024-03-31 |
1,154,727 |
$84,468,000 |
-11,314 |
|
GOLDMAN SACHS GROUP INC/ |
767 |
- |
2024-03-31 |
1,096,769 |
$80,229,000 |
-186,439 |
|
TIAA TRUST NATIONAL ASSOCIATION |
64 |
- |
2024-03-31 |
1,034,981 |
$75,709,000 |
-249,655 |
|
ERTS Wealth Advisors LLC |
2 |
- |
2024-03-31 |
983,450 |
$71,939,000 |
-35,316 |
|
SCS CAPITAL MANAGEMENT LLC |
16 |
- |
2024-03-31 |
951,283 |
$69,586,000 |
-50,005 |
|
FLAGSHIP HARBOR ADVISORS LLC |
1 |
- |
2024-03-31 |
872,346 |
$63,812,000 |
-125,270 |
|
CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
1 |
- |
2022-12-31 |
1,212,962 |
$61,461,000 |
-33,683 |
|
NorthRock Partners LLC |
4 |
- |
2024-03-31 |
831,151 |
$60,799,000 |
-35,938 |
|
MARINER WEALTH ADVISORS, LLC |
171 |
- |
2024-03-31 |
765,194 |
$55,974,000 |
-5,219 |
|
NOTTINGHAM ADVISORS INC |
4 |
- |
2024-03-31 |
707,587 |
$51,760,000 |
-39,106 |
|
Kestra Advisory Services LLC |
47 |
- |
2024-03-31 |
698,851 |
$51,121,000 |
-8,343 |
|
Klingman & Associates LLC |
7 |
- |
2024-03-31 |
694,399 |
$50,795,000 |
-37,161 |
|
RESTON WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
674,343 |
$49,328,000 |
-10,227 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
262 |
- |
2024-03-31 |
656,254 |
$48,006,000 |
-947 |
|
Financial Planning & Information Services Inc. |
3 |
- |
2024-03-31 |
641,599 |
$46,933,000 |
-31,941 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
1 |
- |
2024-03-31 |
606,687 |
$44,379,000 |
-178,953 |
|
Perennial Investment Advisors LLC |
1 |
- |
2024-03-31 |
574,959 |
$42,057,000 |
-85,895 |
|
Brookstone Capital Management |
27 |
- |
2024-03-31 |
571,305 |
$41,791,000 |
-86,359 |
|
Trilogy Capital Inc. |
13 |
- |
2024-03-31 |
554,617 |
$40,570,000 |
-86,524 |
|
Rodgers & Associates LTD |
7 |
- |
2024-03-31 |
532,208 |
$38,931,000 |
-32,168 |
|
Leicht Financial Planning & Wealth Management Inc. |
1 |
- |
2024-03-31 |
513,062 |
$37,531,000 |
-97,743 |
|
Alera Investment Advisors LLC |
5 |
- |
2024-03-31 |
492,945 |
$36,059,000 |
-53,137 |
|
TRUEFG LLC |
4 |
- |
2024-03-31 |
486,728 |
$35,604,000 |
-5,488 |
|
IHT Wealth Management LLC |
13 |
- |
2024-03-31 |
461,876 |
$33,786,000 |
-27,923 |
|
Measured Wealth Private Client Group LLC |
2 |
- |
2024-03-31 |
440,022 |
$32,188,000 |
-13,946 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
241 |
- |
2024-03-31 |
433,721 |
$31,727,000 |
-6,374 |
|
NICOLET BANKSHARES INC |
2 |
- |
2024-03-31 |
407,563 |
$29,813,000 |
-14,597 |
|
Cetera Investment Advisers |
54 |
- |
2024-03-31 |
404,794 |
$29,611,000 |
-167,960 |
|
Whitcomb & Hess Inc. |
3 |
- |
2024-03-31 |
391,212 |
$28,617,000 |
-6,183 |
|
Investments & Financial Planning LLC |
2 |
- |
2024-03-31 |
388,355 |
$28,408,000 |
-387 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
6 |
- |
2024-03-31 |
368,700 |
$26,970,000 |
-3,584 |
|
Good Life Advisors LLC |
7 |
- |
2024-03-31 |
361,324 |
$26,431,000 |
-4,497 |
|
BEUTEL GOODMAN & CO LTD |
58 |
- |
2024-03-31 |
352,552 |
$25,835,000 |
-20,100 |
|
CREATIVE PLANNING |
223 |
- |
2024-03-31 |
339,465 |
$24,832,000 |
-17,074 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
45 |
- |
2023-06-30 |
401,612 |
$24,502,000 |
-73,324 |
|
Integrys Wealth Advisors LLC |
9 |
- |
2024-03-31 |
330,379 |
$24,167,000 |
-11,206 |
|
Goss Wealth Management LLC |
102 |
- |
2024-03-31 |
324,188 |
$23,714,000 |
-97,002 |
|
Destiny Capital Corp/CO |
1 |
- |
2024-03-31 |
321,610 |
$23,526,000 |
-4,520 |
|
Cordatus Wealth Management LLC |
1 |
- |
2024-03-31 |
321,180 |
$23,494,000 |
-2,405 |
|
PROSPERA FINANCIAL SERVICES |
19 |
- |
2023-12-31 |
355,364 |
$23,120,000 |
-8,915 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
4 |
- |
2024-03-31 |
296,581 |
$21,695,000 |
-37,440 |
|
QUEST INVESTMENT MANAGEMENT INC/OR |
9 |
- |
2024-03-31 |
294,059 |
$21,510,000 |
-21,273 |
|
Money Design Co.Ltd. |
22 |
- |
2024-03-31 |
288,810 |
$21,126,000 |
-64,814 |
|
JNBA FINANCIAL ADVISORS |
11 |
- |
2024-03-31 |
285,256 |
$20,867,000 |
-65,773 |
|
WFA Asset Management Corp |
2 |
- |
2024-03-31 |
282,267 |
$20,648,000 |
-6,260 |
|
M&T BANK CORP |
201 |
- |
2024-03-31 |
279,389 |
$20,438,000 |
-16,000 |
|
Arden Trust Co |
8 |
- |
2024-03-31 |
279,290 |
$20,430,000 |
-5,988 |
|
Horizon Wealth Management LLC |
8 |
- |
2024-03-31 |
252,579 |
$18,476,000 |
-185,393 |
|
Choice Wealth Advisors LLC |
3 |
- |
2024-03-31 |
241,068 |
$17,634,000 |
-13,837 |
|
Kozak & Associates Inc. |
8 |
- |
2024-03-31 |
230,774 |
$17,248,000 |
-8,916 |
|
Vertex Planning Partners LLC |
6 |
- |
2024-03-31 |
224,305 |
$16,408,000 |
-9,191 |
|
FIRST HEARTLAND CONSULTANTS INC |
8 |
- |
2024-03-31 |
219,314 |
$16,043,000 |
-10,333 |
|
Navalign LLC |
7 |
- |
2024-03-31 |
214,882 |
$15,719,000 |
-12,584 |
|
Diligent Investors LLC |
2 |
- |
2024-03-31 |
214,270 |
$15,674,000 |
-1,568 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
59 |
- |
2024-03-31 |
210,165 |
$15,374,000 |
-4,132 |
|
Optas LLC |
7 |
- |
2024-03-31 |
189,547 |
$13,865,000 |
-9,172 |
|
Concurrent Investment Advisors LLC |
38 |
- |
2024-03-31 |
187,282 |
$13,700,000 |
-4,455 |
|
McNaughton Wealth Management LLC |
5 |
- |
2024-03-31 |
167,549 |
$12,256,000 |
-934 |
|
GHP INVESTMENT ADVISORS INC |
53 |
- |
2024-03-31 |
163,539 |
$11,963,000 |
-1,139 |
|
Sontag Advisory LLC |
63 |
- |
2024-03-31 |
163,419 |
$11,954,000 |
-12,870 |
|
Oak Harvest Investment Services |
11 |
- |
2024-03-31 |
160,832 |
$11,765,000 |
-13,720 |
|
One Capital Management LLC |
58 |
- |
2024-03-31 |
160,213 |
$11,720,000 |
-216,399 |
|
Concord Wealth Partners |
11 |
- |
2024-03-31 |
158,956 |
$11,628,000 |
-19,580 |
|
New England Capital Financial Advisors LLC |
5 |
- |
2024-03-31 |
158,935 |
$11,626,000 |
-693 |
|
Sargent Investment Group LLC |
10 |
- |
2024-03-31 |
158,724 |
$11,611,000 |
-5,830 |
|
Financial Gravity Wealth Inc. |
10 |
- |
2024-03-31 |
157,180 |
$11,498,000 |
-1,687,172 |
|
Optimist Retirement Group LLC |
2 |
- |
2024-03-31 |
155,476 |
$11,373,000 |
-12,502 |
|
PECAUT & CO. |
6 |
- |
2024-03-31 |
141,700 |
$10,365,000 |
-3,339 |
|
Magnus Financial Group LLC |
19 |
- |
2024-03-31 |
140,794 |
$10,299,000 |
-2,118 |
|
Sequoia Financial Advisors LLC |
146 |
- |
2024-03-31 |
126,210 |
$9,232,000 |
-79,469 |
|
SILVER OAK SECURITIES Inc |
12 |
- |
2024-03-31 |
117,854 |
$8,621,000 |
-31,089 |
|
Wellspring Financial Advisors LLC |
19 |
- |
2024-03-31 |
110,229 |
$8,063,000 |
-1,838 |
|
LifePlan Financial LLC |
2 |
- |
2024-03-31 |
108,849 |
$7,962,000 |
-367 |
|
Oxinas Partners Wealth Management LLC |
2 |
- |
2024-03-31 |
107,873 |
$7,891,000 |
-3,902 |
|
MERITAGE PORTFOLIO MANAGEMENT |
53 |
- |
2024-03-31 |
106,126 |
$7,763,000 |
-7,245 |
|
Apollon Financial LLC |
10 |
- |
2024-03-31 |
105,438 |
$7,713,000 |
-1,805 |
|
1ST SOURCE BANK |
36 |
- |
2024-03-31 |
103,243 |
$7,552,000 |
-8,069 |
|
Collaborative Wealth Managment Inc. |
3 |
- |
2024-03-31 |
102,336 |
$7,486,000 |
-1,133 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
22 |
- |
2024-03-31 |
97,750 |
$7,150,000 |
-266 |
|
Occidental Asset Management LLC |
18 |
- |
2024-03-31 |
95,847 |
$7,011,000 |
-1,237 |
|
Intergy Private Wealth LLC |
8 |
- |
2024-03-31 |
94,745 |
$6,931,000 |
-258 |
|
Relyea Zuckerberg Hanson LLC |
17 |
- |
2024-03-31 |
93,069 |
$6,808,000 |
-407 |
|
IAG Wealth Partners LLC |
20 |
- |
2024-03-31 |
91,490 |
$6,693,000 |
-4,741 |
|
GoalVest Advisory LLC |
6 |
- |
2024-03-31 |
90,585 |
$6,626,000 |
-7,523 |
|
|
100 Records found
|
1
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