|
Institutional
Holders
Total
Institutions:
|
320 28 |
|
Total
shares held :
|
48,440,853 |
|
% of shares
held :
|
53.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
107 |
|
Amount
of shares held :
|
6,395,678 |
|
% of shares
held change :
|
7.11% |
|
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 |
AMERICAN CENTURY COMPANIES INC |
120 |
- |
2024-03-31 |
2,764,877 |
$247,456,000 |
8,327 |
|
ANNEX ADVISORY SERVICES, LLC |
1 |
- |
2024-03-31 |
2,589,189 |
$231,732,000 |
1,040,529 |
|
HANSON MCCLAIN, INC. |
13 |
- |
2024-03-31 |
2,246,289 |
$201,043,000 |
39,372 |
|
HIGHTOWER ADVISORS, LLC |
85 |
- |
2024-03-31 |
1,727,503 |
$154,635,000 |
-26,445 |
|
PACIFIC LIFE FUND ADVISORS LLC |
2 |
- |
2024-03-31 |
1,560,168 |
$139,635,000 |
79,882 |
|
ENVESTNET ASSET MANAGEMENT INC |
355 |
- |
2024-03-31 |
1,528,153 |
$136,770,000 |
173,530 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
74 |
- |
2024-03-31 |
1,447,144 |
$129,520,000 |
54,432 |
|
CREATIVE PLANNING |
72 |
- |
2024-03-31 |
1,344,716 |
$120,352,000 |
-119,660 |
|
Vista Wealth Management Group LLC |
3 |
- |
2024-03-31 |
1,333,417 |
$119,341,000 |
88,816 |
|
LPL FINANCIAL CORP |
290 |
- |
2024-03-31 |
1,246,731 |
$111,582,000 |
7,446 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
2 |
- |
2024-03-31 |
1,132,382 |
$101,348,000 |
0 |
|
RVW Wealth LLC |
1 |
- |
2024-03-31 |
1,112,935 |
$99,608,000 |
-13,878 |
|
MORGAN STANLEY |
1218 |
- |
2024-03-31 |
1,081,320 |
$96,778,000 |
131,373 |
|
Great Point Wealth Advisors LLC |
1 |
- |
2024-03-31 |
1,051,625 |
$94,120,000 |
213,063 |
|
Waypoint Wealth Partners Inc. |
1 |
- |
2024-03-31 |
940,922 |
$84,213,000 |
39,854 |
|
J P MORGAN CHASE & CO |
979 |
- |
2024-03-31 |
871,337 |
$77,985,000 |
-37,746 |
|
Quantum Financial Advisors LLC |
1 |
- |
2024-03-31 |
860,867 |
$77,048,000 |
47,759 |
|
WMS PARTNERS, LLC |
5 |
- |
2024-03-31 |
806,203 |
$72,155,000 |
79,589 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
122 |
- |
2024-03-31 |
759,511 |
$67,976,000 |
16,242 |
|
MODERA WEALTH MANAGEMENT, LLC |
25 |
- |
2024-03-31 |
751,705 |
$67,278,000 |
40,828 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
127 |
- |
2023-09-30 |
890,256 |
$65,220,000 |
56,166 |
|
Resources Investment Advisors Inc. |
22 |
- |
2024-03-31 |
722,556 |
$64,669,000 |
17,144 |
|
Full Sail Capital LLC |
4 |
- |
2024-03-31 |
703,379 |
$62,952,000 |
11,635 |
|
BCR Wealth Strategies LLC |
1 |
- |
2024-03-31 |
621,353 |
$55,612,000 |
-3,411 |
|
BFT FINANCIAL GROUP LLC |
2 |
- |
2023-06-30 |
734,670 |
$55,174,000 |
361,073 |
|
Werba Rubin Papier Wealth Management |
1 |
- |
2024-03-31 |
579,728 |
$51,886,000 |
466 |
|
Plancorp LLC |
12 |
- |
2024-03-31 |
521,299 |
$46,656,000 |
-3,294 |
|
SC&H Financial Advisors Inc. |
2 |
- |
2024-03-31 |
506,897 |
$45,367,000 |
34,433 |
|
Smith Anglin Financial LLC |
8 |
- |
2024-03-31 |
502,863 |
$45,006,000 |
11,858 |
|
JRM Investment Counsel LLC |
2 |
- |
2024-03-31 |
445,706 |
$39,891,000 |
26,425 |
|
B&D White Capital Company LLC |
4 |
- |
2024-03-31 |
438,012 |
$39,202,000 |
-20,968 |
|
AWM CAPITAL LLC |
5 |
- |
2024-03-31 |
428,882 |
$38,385,000 |
-8,515 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
1 |
- |
2024-03-31 |
427,809 |
$38,289,000 |
-1,732 |
|
McGlone Suttner Wealth Management Inc. |
4 |
- |
2024-03-31 |
412,950 |
$36,959,000 |
398,060 |
|
Leo Wealth LLC |
6 |
- |
2024-03-31 |
411,427 |
$36,776,000 |
22,937 |
|
Strategic Blueprint LLC |
2 |
- |
2024-03-31 |
405,374 |
$36,281,000 |
2,280 |
|
PARK AVENUE SECURITIES LLC |
35 |
- |
2024-03-31 |
405,027 |
$36,250,000 |
38,474 |
|
Rockwood Wealth Management LLC |
4 |
- |
2024-03-31 |
396,107 |
$35,452,000 |
-1,504 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
315 |
- |
2024-03-31 |
395,578 |
$35,404,000 |
29,206 |
|
WMG Financial Advisors LLC |
1 |
- |
2024-03-31 |
387,012 |
$34,638,000 |
20,596 |
|
MML INVESTORS SERVICES LLC |
180 |
- |
2024-03-31 |
349,862 |
$31,313,000 |
115,221 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
1 |
- |
2024-03-31 |
339,979 |
$30,428,000 |
30,813 |
|
WCG Wealth Advisors LLC |
5 |
- |
2024-03-31 |
332,772 |
$29,783,000 |
23,965 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
48 |
- |
2024-03-31 |
331,887 |
$29,704,000 |
-17,000 |
|
CONTINUUM WEALTH ADVISORS LLC |
1 |
- |
2024-03-31 |
321,616 |
$28,785,000 |
48,283 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
27 |
- |
2024-03-31 |
320,208 |
$28,659,000 |
-79 |
|
WELLS FARGO & CO/MN |
954 |
- |
2024-03-31 |
310,991 |
$27,834,000 |
8,938 |
|
BANK OF NEW YORK MELLON CORP |
1432 |
- |
2024-03-31 |
285,319 |
$25,536,000 |
67,679 |
|
Waypoint Capital Advisors LLC |
2 |
- |
2024-03-31 |
283,565 |
$25,379,000 |
28,384 |
|
MARINER WEALTH ADVISORS, LLC |
300 |
- |
2024-03-31 |
267,118 |
$23,907,000 |
92,965 |
|
Silicon Hills Wealth Management LLC |
2 |
- |
2023-06-30 |
315,199 |
$23,700,000 |
48,662 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
452 |
- |
2024-03-31 |
260,013 |
$23,271,000 |
16,778 |
|
Bridgewater Advisors Inc. |
8 |
- |
2024-03-31 |
248,193 |
$22,213,000 |
54,672 |
|
REDW Stanley Financial Advisors LLC |
4 |
- |
2024-03-31 |
245,404 |
$21,964,000 |
16,833 |
|
Tortoise Investment Management LLC |
4 |
- |
2024-03-31 |
239,314 |
$21,419,000 |
27,056 |
|
Trellis Wealth Advisors LLC |
4 |
- |
2024-03-31 |
231,439 |
$20,714,000 |
165 |
|
Highland Financial Advisors LLC |
4 |
- |
2024-03-31 |
228,193 |
$20,423,000 |
5,034 |
|
WorthPointe LLC |
3 |
- |
2024-03-31 |
225,258 |
$20,161,000 |
5,639 |
|
Signature Resources Capital Management LLC |
1 |
- |
2024-03-31 |
243,333 |
$19,844,000 |
-2,483 |
|
Bull Oak Capital LLC |
2 |
- |
2024-03-31 |
221,424 |
$19,817,000 |
175,165 |
|
Disciplina Capital Management LLC |
8 |
- |
2024-03-31 |
217,789 |
$19,492,000 |
91,062 |
|
BSW WEALTH PARTNERS |
6 |
- |
2024-03-31 |
212,215 |
$18,993,000 |
198,358 |
|
RAYMOND JAMES & ASSOCIATES |
805 |
- |
2024-03-31 |
211,056 |
$18,890,000 |
7,584 |
|
Apella Capital LLC |
28 |
- |
2024-03-31 |
208,575 |
$18,511,000 |
-21,641 |
|
Glenview Trust Co |
68 |
- |
2024-03-31 |
204,509 |
$18,304,000 |
5,873 |
|
LEGACY FINANCIAL GROUP INC. |
3 |
- |
2024-03-31 |
202,316 |
$18,107,000 |
15,460 |
|
Divergent Planning LLC |
6 |
- |
2024-03-31 |
201,322 |
$17,972,000 |
5,201 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
10 |
- |
2024-03-31 |
191,744 |
$17,161,000 |
-56,690 |
|
IHT Wealth Management LLC |
22 |
- |
2024-03-31 |
191,165 |
$17,110,000 |
138,503 |
|
Henrickson Nauta Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
192,009 |
$16,828,000 |
-2,895 |
|
CARDIFF PARK ADVISORS LLC |
13 |
- |
2024-03-31 |
181,650 |
$16,258,000 |
394 |
|
Buckingham Strategic Partners |
28 |
- |
2024-03-31 |
179,143 |
$16,033,000 |
139,309 |
|
Buttonwood Financial Group LLC |
3 |
- |
2024-03-31 |
176,266 |
$15,776,000 |
303 |
|
Chicago Partners Investment Group LLC |
31 |
- |
2024-03-31 |
179,706 |
$15,510,000 |
5,966 |
|
Passive Capital Management LLC. |
6 |
- |
2023-03-31 |
217,550 |
$15,420,000 |
2,954 |
|
Tanager Wealth Management LLP |
11 |
- |
2024-03-31 |
169,366 |
$15,158,000 |
56,220 |
|
Trajan Wealth LLC |
27 |
- |
2024-03-31 |
165,869 |
$14,845,000 |
0 |
|
HTG Investment Advisors Inc. |
4 |
- |
2024-03-31 |
157,244 |
$14,073,000 |
19,854 |
|
Financial Advisory Service Inc. |
19 |
- |
2024-03-31 |
149,184 |
$13,352,000 |
3,315 |
|
CVA Family Office LLC |
8 |
- |
2024-03-31 |
148,713 |
$13,310,000 |
5,355 |
|
Herold Advisors Inc. |
3 |
- |
2024-03-31 |
148,109 |
$13,256,000 |
13,851 |
|
ROYAL BANK OF CANADA |
1361 |
- |
2024-03-31 |
143,479 |
$12,841,000 |
105,632 |
|
Zhang Financial LLC |
21 |
- |
2024-03-31 |
143,143 |
$12,811,000 |
57,541 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
22 |
- |
2024-03-31 |
142,840 |
$12,784,000 |
1,617 |
|
BANK OF AMERICA CORP /DE/ |
2288 |
- |
2024-03-31 |
140,291 |
$12,556,000 |
-290,619 |
|
Cresset Asset Management LLC |
206 |
- |
2024-03-31 |
139,568 |
$12,491,000 |
1,568 |
|
Auxano Advisors LLC |
8 |
- |
2024-03-31 |
138,443 |
$12,391,000 |
-13,579 |
|
GREAT VALLEY ADVISOR GROUP INC. |
70 |
- |
2024-03-31 |
137,388 |
$12,296,000 |
59,699 |
|
LexAurum Advisors LLC |
5 |
- |
2024-03-31 |
133,745 |
$11,970,000 |
2,289 |
|
GRAND WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
133,399 |
$11,939,000 |
-5,856 |
|
Strategic Financial Concepts LLC |
2 |
- |
2024-03-31 |
125,974 |
$11,275,000 |
114,880 |
|
Clarity Capital Advisors LLC |
1 |
- |
2024-03-31 |
121,509 |
$10,875,000 |
548 |
|
ARQ WEALTH ADVISORS LLC |
3 |
- |
2024-03-31 |
119,577 |
$10,702,000 |
16,216 |
|
Flagstone Financial Management |
8 |
- |
2024-03-31 |
116,124 |
$10,393,000 |
4,338 |
|
KWMG LLC |
27 |
- |
2024-03-31 |
114,733 |
$10,269,000 |
1,148 |
|
Mattern Wealth Management LLC |
8 |
- |
2024-03-31 |
114,535 |
$10,251,000 |
444 |
|
Gateway Wealth Partners LLC |
3 |
- |
2024-03-31 |
112,379 |
$10,058,000 |
15,040 |
|
Greenspring Advisors LLC |
5 |
- |
2024-03-31 |
107,759 |
$9,644,000 |
2,168 |
|
SAGE RHINO CAPITAL LLC |
11 |
- |
2024-03-31 |
105,569 |
$9,448,000 |
-2,238 |
|
My Personal CFO LLC |
4 |
- |
2024-03-31 |
100,351 |
$8,981,000 |
13,286 |
|
|
100 Records found
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1
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