|
Institutional
Holders
Total
Institutions:
|
176 17 |
|
Total
shares held :
|
67,762,816 |
|
% of shares
held :
|
75.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
9,561,585 |
|
% of shares
held change :
|
10.62% |
|
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 |
Capital Group Private Client Services Inc. |
4 |
- |
2024-03-31 |
12,879,354 |
$370,925,000 |
2,028,159 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
54 |
- |
2024-03-31 |
7,327,374 |
$211,028,000 |
311,188 |
|
RAYMOND JAMES & ASSOCIATES |
184 |
- |
2024-03-31 |
4,998,845 |
$143,967,000 |
475,294 |
|
LPL FINANCIAL CORP |
259 |
- |
2024-03-31 |
4,326,246 |
$124,596,000 |
476,842 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
114 |
- |
2024-03-31 |
4,161,492 |
$119,851,000 |
337,440 |
|
UBS Group AG |
480 |
- |
2024-03-31 |
3,512,411 |
$101,157,000 |
286,867 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
149 |
- |
2024-03-31 |
2,732,767 |
$78,704,000 |
310,874 |
|
WELLS FARGO & CO/MN |
621 |
- |
2024-03-31 |
2,292,951 |
$66,037,000 |
920,150 |
|
Advisor Group Holdings Inc. |
160 |
- |
2024-03-31 |
1,984,814 |
$57,166,000 |
-17,303 |
|
ENVESTNET ASSET MANAGEMENT INC |
661 |
- |
2024-03-31 |
1,776,657 |
$51,168,000 |
301,283 |
|
ROYAL BANK OF CANADA |
735 |
- |
2024-03-31 |
1,598,217 |
$46,028,000 |
442,160 |
|
MML INVESTORS SERVICES LLC |
125 |
- |
2024-03-31 |
1,542,448 |
$44,422,000 |
-122,640 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
111 |
- |
2024-03-31 |
1,516,545 |
$43,676,000 |
84,616 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
211 |
- |
2024-03-31 |
1,254,544 |
$36,131,000 |
-18,450 |
|
Johnson Bixby & Associates LLC |
4 |
- |
2024-03-31 |
1,241,314 |
$35,750,000 |
-248,657 |
|
WNY Asset Management LLC |
4 |
- |
2024-03-31 |
1,231,510 |
$35,467,000 |
-13,286 |
|
Baird Financial Group Inc. |
237 |
- |
2024-03-31 |
1,201,682 |
$34,608,000 |
42,341 |
|
Cetera Investment Advisers |
247 |
- |
2024-03-31 |
1,200,076 |
$34,562,000 |
921,840 |
|
Financial Council Asset Management Inc |
1 |
- |
2024-03-31 |
1,119,458 |
$32,240,000 |
45,251 |
|
Arlington Financial Advisors LLC |
2 |
- |
2024-03-31 |
1,061,191 |
$30,562,000 |
970,104 |
|
BANK OF AMERICA CORP /DE/ |
1716 |
- |
2024-03-31 |
913,225 |
$26,301,000 |
474,061 |
|
HOYLECOHEN LLC |
8 |
- |
2024-03-31 |
909,243 |
$26,186,000 |
28,280 |
|
ST GERMAIN D J CO INC |
19 |
- |
2024-03-31 |
842,417 |
$24,262,000 |
4,209 |
|
FINANCIAL NETWORK |
191 |
- |
2024-03-31 |
770,305 |
$22,185,000 |
186,708 |
|
CI Private Wealth LLC |
376 |
- |
2024-03-31 |
745,056 |
$21,458,000 |
-77,801 |
|
DAVIDSON D A & CO |
102 |
- |
2024-03-31 |
676,671 |
$19,488,000 |
-82,953 |
|
JANNEY MONTGOMERY SCOTT LLC |
347 |
- |
2024-03-31 |
656,577 |
$18,909,000 |
-182,591 |
|
Goss Wealth Management LLC |
134 |
- |
2024-03-31 |
617,806 |
$17,793,000 |
93,977 |
|
Kestra Advisory Services LLC |
175 |
- |
2024-03-31 |
598,993 |
$17,251,000 |
55,118 |
|
Reliant Wealth Planning |
4 |
- |
2024-03-31 |
596,288 |
$17,173,000 |
-61,800 |
|
STEPHENS INC /AR/ |
110 |
*New |
2024-03-31 |
504,370 |
$14,526,000 |
504,370 |
|
STIFEL FINANCIAL CORP |
696 |
- |
2024-03-31 |
461,473 |
$13,291,000 |
31,966 |
|
OLD MISSION CAPITAL LLC |
49 |
- |
2024-03-31 |
426,730 |
$12,290,000 |
-16,493 |
|
Bleakley Financial Group LLC |
55 |
- |
2024-03-31 |
421,477 |
$12,139,000 |
-9,252 |
|
Simplicity WealthLLC |
69 |
*New |
2024-03-31 |
421,477 |
$12,139,000 |
421,477 |
|
LINCOLN NATIONAL CORP |
81 |
- |
2024-03-31 |
417,849 |
$12,034,000 |
90,912 |
|
LVW Advisors LLC |
10 |
- |
2024-03-31 |
387,421 |
$11,158,000 |
212,373 |
|
Sawtooth Asset Management Inc. |
59 |
- |
2023-12-31 |
430,729 |
$11,083,000 |
37,238 |
|
Main Street Financial Solutions LLC |
16 |
- |
2024-03-31 |
361,134 |
$10,401,000 |
8,250 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
139 |
- |
2024-03-31 |
357,175 |
$10,287,000 |
4,747 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
73 |
- |
2024-03-31 |
312,528 |
$9,001,000 |
9,066 |
|
WEST MICHIGAN ADVISORS LLC |
4 |
- |
2024-03-31 |
291,474 |
$8,394,000 |
-2,627 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
173 |
- |
2024-03-31 |
266,220 |
$7,667,000 |
2,300 |
|
FinDec Wealth Services Inc. |
5 |
- |
2024-03-31 |
264,845 |
$7,628,000 |
-671 |
|
AXXCESS WEALTH MANAGEMENT LLC |
92 |
- |
2024-03-31 |
248,289 |
$7,151,000 |
-36,570 |
|
Souders Financial Advisors |
23 |
- |
2024-03-31 |
240,984 |
$6,940,000 |
9,073 |
|
NavPoint Financial Inc. |
5 |
- |
2024-03-31 |
237,391 |
$6,837,000 |
4,831 |
|
Stratos Wealth Partners LTD. |
187 |
- |
2024-03-31 |
233,676 |
$6,730,000 |
30,301 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
824 |
- |
2024-03-31 |
229,644 |
$6,614,000 |
229,644 |
|
Gerber Kawasaki Wealth & Investment Management |
59 |
- |
2024-03-31 |
215,636 |
$6,210,000 |
-1,316 |
|
VALMARK ADVISERS INC |
84 |
- |
2024-03-31 |
209,723 |
$6,040,000 |
55,165 |
|
MORGAN STANLEY |
3717 |
- |
2024-03-31 |
202,201 |
$5,823,000 |
197,017 |
|
MCCORMACK ADVISORS INTERNATIONAL |
218 |
*New |
2024-03-31 |
201,372 |
$5,800,000 |
201,372 |
|
U.S. Capital Wealth Advisors LLC |
111 |
- |
2024-03-31 |
194,382 |
$5,598,000 |
-2,305 |
|
Carson Advisory Inc. |
2 |
- |
2024-03-31 |
193,444 |
$5,571,000 |
-281 |
|
Mutual Advisors LLC |
125 |
- |
2024-03-31 |
179,663 |
$5,174,000 |
14,233 |
|
ORBA Wealth Advisors L.L.C. |
11 |
- |
2024-03-31 |
177,015 |
$5,098,000 |
1,080 |
|
Clarity Wealth Advisors LLC |
21 |
- |
2024-03-31 |
159,737 |
$4,600,000 |
38,804 |
|
FINANCIAL MANAGEMENT NETWORK INC |
23 |
- |
2024-03-31 |
161,081 |
$4,576,000 |
-6,211 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
832 |
*New |
2024-03-31 |
153,494 |
$4,421,000 |
153,494 |
|
MADISON WEALTH MANAGEMENT |
34 |
- |
2023-09-30 |
192,103 |
$4,403,000 |
15,326 |
|
FSM Wealth Advisors LLC |
19 |
- |
2024-03-31 |
138,715 |
$3,995,000 |
-22,379 |
|
Confluence Wealth Services Inc. |
44 |
- |
2024-03-31 |
133,551 |
$3,846,000 |
22,153 |
|
Cedar Brook Financial Partners LLC |
29 |
- |
2024-03-31 |
131,970 |
$3,801,000 |
25,100 |
|
San Luis Wealth Advisors LLC |
15 |
- |
2024-03-31 |
130,963 |
$3,772,000 |
3,206 |
|
Steward Partners Investment Advisory LLC |
405 |
- |
2024-03-31 |
124,619 |
$3,589,000 |
39,755 |
|
Private Advisor Group LLC |
576 |
- |
2024-03-31 |
123,338 |
$3,552,000 |
28,524 |
|
AA Financial Advisors LLC |
23 |
- |
2024-03-31 |
117,101 |
$3,373,000 |
-17,423 |
|
Ameritas Advisory Services LLC |
156 |
- |
2024-03-31 |
117,924 |
$3,342,000 |
80,938 |
|
JONES FINANCIAL COMPANIES LLLP |
164 |
- |
2024-03-31 |
115,249 |
$3,319,000 |
106,607 |
|
Strategic Blueprint LLC |
102 |
- |
2024-03-31 |
108,902 |
$3,136,000 |
8,683 |
|
MULTIFINANCIAL SECURITIES CORP |
628 |
- |
2024-03-31 |
108,191 |
$3,116,000 |
-2,964 |
|
HIGHTOWER ADVISORS, LLC |
1179 |
- |
2024-03-31 |
108,129 |
$3,116,000 |
-32,031 |
|
THREADGILL FINANCIAL LLC |
18 |
*New |
2024-03-31 |
104,563 |
$3,011,000 |
104,563 |
|
OneAscent Financial Services LLC |
55 |
- |
2024-03-31 |
98,902 |
$2,848,000 |
-30,612 |
|
MARSHALL WACE LLP |
1054 |
*New |
2024-03-31 |
98,151 |
$2,827,000 |
98,151 |
|
Smallwood Wealth Investment Management LLC |
12 |
- |
2024-03-31 |
97,650 |
$2,812,000 |
1,325 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
519 |
- |
2024-03-31 |
94,841 |
$2,731,000 |
-6,875 |
|
Colonial River Wealth Management LLC |
14 |
- |
2024-03-31 |
92,036 |
$2,651,000 |
67,921 |
|
DAVENPORT & CO LLC |
379 |
- |
2024-03-31 |
90,977 |
$2,620,000 |
13,018 |
|
Paragon Advisors LLC |
30 |
- |
2024-03-31 |
90,426 |
$2,604,000 |
26,705 |
|
H D Vest Advisory Services |
475 |
- |
2024-03-31 |
88,911 |
$2,561,000 |
48,823 |
|
CAPTRUST FINANCIAL ADVISORS |
717 |
- |
2024-03-31 |
86,074 |
$2,479,000 |
3,040 |
|
BROWN BROTHERS HARRIMAN & CO |
187 |
- |
2024-03-31 |
79,321 |
$2,284,000 |
-38,274 |
|
Tradition Wealth Management LLC |
89 |
- |
2024-03-31 |
78,953 |
$2,274,000 |
-985 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
25 |
- |
2024-03-31 |
73,932 |
$2,129,000 |
-13,322 |
|
MARINER WEALTH ADVISORS, LLC |
1080 |
- |
2024-03-31 |
73,320 |
$2,112,000 |
12,745 |
|
Sigma Planning Corp |
296 |
- |
2024-03-31 |
73,253 |
$2,110,000 |
49,838 |
|
Vestmark Advisory Solutions Inc. |
243 |
- |
2024-03-31 |
67,779 |
$1,952,000 |
7,787 |
|
HBW Advisory Services LLC |
89 |
- |
2024-03-31 |
73,426 |
$1,889,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
247 |
- |
2023-12-31 |
69,187 |
$1,780,000 |
21,361 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
25 |
- |
2024-03-31 |
59,782 |
$1,722,000 |
26,081 |
|
NBC SECURITIES INC. |
128 |
- |
2024-03-31 |
59,659 |
$1,718,000 |
17,123 |
|
Koshinski Asset Management Inc. |
145 |
- |
2024-03-31 |
52,226 |
$1,504,000 |
32,876 |
|
PRINCIPAL SECURITIES INC. |
348 |
- |
2024-03-31 |
50,464 |
$1,453,000 |
30,344 |
|
Balentine LLC |
135 |
*New |
2024-03-31 |
49,015 |
$1,412,000 |
49,015 |
|
CRITERION CAPITAL ADVISORS LLC |
33 |
- |
2024-03-31 |
47,645 |
$1,372,000 |
-1,415 |
|
Total Clarity Wealth Management Inc. |
54 |
- |
2024-03-31 |
47,528 |
$1,369,000 |
367 |
|
Northwest Financial Advisors |
21 |
- |
2024-03-31 |
46,177 |
$1,330,000 |
7,585 |
|
CITADEL ADVISORS LLC |
2781 |
*New |
2024-03-31 |
46,119 |
$1,328,000 |
46,119 |
|
|
100 Records found
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1
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