|
Institutional
Holders
Total
Institutions:
|
94 6 |
|
Total
shares held :
|
11,474,387 |
|
% of shares
held :
|
12.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
841,130 |
|
% of shares
held change :
|
0.93% |
|
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 |
INVESCO LTD |
263 |
- |
2024-03-31 |
4,235,200 |
$446,687,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
169 |
- |
2024-03-31 |
1,032,479 |
$108,896,000 |
-19,964 |
|
LPL FINANCIAL CORP |
417 |
- |
2024-03-31 |
704,070 |
$74,258,000 |
-187,844 |
|
AMERIPRISE FINANCIAL INC |
672 |
- |
2024-03-31 |
654,402 |
$69,503,000 |
284,946 |
|
UBS Group AG |
806 |
- |
2024-03-31 |
415,797 |
$43,854,000 |
-9,274 |
|
BANK OF AMERICA CORP /DE/ |
1370 |
- |
2024-03-31 |
404,614 |
$42,675,000 |
171,130 |
|
MML INVESTORS SERVICES LLC |
170 |
- |
2024-03-31 |
313,448 |
$33,059,000 |
81,493 |
|
AWM CAPITAL LLC |
6 |
- |
2024-03-31 |
310,869 |
$32,787,000 |
-38,728 |
|
MORGAN STANLEY |
2186 |
- |
2024-03-31 |
299,910 |
$31,632,000 |
-40,454 |
|
Private Advisor Group LLC |
101 |
- |
2024-03-31 |
265,947 |
$28,049,000 |
-17,346 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
390 |
- |
2024-03-31 |
263,882 |
$27,832,000 |
7,654 |
|
Brookstone Capital Management |
46 |
- |
2024-03-31 |
262,906 |
$27,729,000 |
-12,974 |
|
Watchman Group Inc. |
2 |
- |
2024-03-31 |
257,897 |
$27,200,000 |
45,364 |
|
RENAISSANCE TECHNOLOGIES LLC |
503 |
- |
2024-03-31 |
256,900 |
$27,095,000 |
-6,800 |
|
ENVESTNET ASSET MANAGEMENT INC |
1185 |
- |
2024-03-31 |
165,653 |
$17,471,000 |
63,388 |
|
DOCK STREET ASSET MANAGEMENT INC |
14 |
- |
2024-03-31 |
162,424 |
$17,131,000 |
-24,458 |
|
TITAN CAPITAL MANAGEMENT, LLC /CA |
4 |
- |
2024-03-31 |
133,148 |
$14,043,000 |
-3,160 |
|
JANE STREET GROUP LLC |
650 |
- |
2024-03-31 |
130,966 |
$13,813,000 |
107,968 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
530 |
- |
2024-03-31 |
114,207 |
$12,045,000 |
18,384 |
|
HIGHTOWER ADVISORS, LLC |
695 |
- |
2024-03-31 |
93,318 |
$9,843,000 |
78,310 |
|
CPR Investments Inc. |
6 |
- |
2024-03-31 |
91,543 |
$9,655,000 |
77,052 |
|
Stratos Wealth Partners LTD. |
149 |
- |
2024-03-31 |
77,471 |
$8,171,000 |
-51,524 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
547 |
- |
2024-03-31 |
71,053 |
$7,494,000 |
5,329 |
|
HTLF Bank |
37 |
- |
2024-03-31 |
58,083 |
$6,126,000 |
2,771 |
|
CASTLE WEALTH MANAGEMENT LLC |
6 |
*New |
2024-03-31 |
54,259 |
$5,723,000 |
54,259 |
|
MARINER WEALTH ADVISORS, LLC |
729 |
- |
2024-03-31 |
47,153 |
$4,973,000 |
4,622 |
|
BB&T CORP |
886 |
- |
2024-03-31 |
45,977 |
$4,849,000 |
-15,489 |
|
IFG Advisory LLC |
90 |
- |
2024-03-31 |
43,112 |
$4,547,000 |
-19,628 |
|
POWER WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
38,462 |
$4,057,000 |
3,149 |
|
TELEMUS CAPITAL LLC |
72 |
- |
2023-12-31 |
37,892 |
$4,002,000 |
4,409 |
|
PRUDENTIAL FINANCIAL INC |
1077 |
- |
2024-03-31 |
35,916 |
$3,788,000 |
26,681 |
|
Kovitz Investment Group Partners LLC |
234 |
*New |
2024-03-31 |
34,568 |
$3,646,000 |
34,568 |
|
Advisor Group Holdings Inc. |
1268 |
- |
2024-03-31 |
33,845 |
$3,570,000 |
-3,383 |
|
GOTHAM ASSET MANAGEMENT, LLC |
490 |
*New |
2024-03-31 |
31,389 |
$3,311,000 |
31,389 |
|
DUBUQUE BANK & TRUST CO |
59 |
- |
2023-09-30 |
27,636 |
$2,916,000 |
-2,637 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
379 |
- |
2024-03-31 |
24,646 |
$2,599,000 |
-1,501 |
|
Core Wealth Partners LLC |
13 |
- |
2024-03-31 |
21,022 |
$2,217,000 |
-2,223 |
|
EdgeRock Capital LLC |
12 |
- |
2024-03-31 |
17,842 |
$1,882,000 |
1,124 |
|
Arete Wealth Advisors LLC |
140 |
- |
2024-03-31 |
17,177 |
$1,812,000 |
-140 |
|
FIDUCIARY TRUST CO |
269 |
- |
2024-03-31 |
16,449 |
$1,735,000 |
-7,806 |
|
Steward Partners Investment Advisory LLC |
623 |
- |
2024-03-31 |
15,995 |
$1,687,000 |
12,418 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
272 |
- |
2024-03-31 |
15,827 |
$1,669,000 |
3,094 |
|
Valley Financial Group Inc. |
18 |
- |
2024-03-31 |
14,915 |
$1,573,000 |
-116 |
|
Equitable Holdings Inc. |
509 |
- |
2024-03-31 |
14,907 |
$1,572,000 |
6,104 |
|
Valeo Financial Advisors LLC |
183 |
- |
2024-03-31 |
13,893 |
$1,464,000 |
321 |
|
Intrua Financial LLC |
92 |
- |
2023-03-31 |
12,108 |
$1,279,000 |
-167 |
|
Cetera Investment Advisers |
1887 |
- |
2024-03-31 |
11,946 |
$1,260,000 |
8,634 |
|
Strategic Financial Concepts LLC |
76 |
*New |
2024-03-31 |
11,492 |
$1,212,000 |
11,492 |
|
Iron Financial LLC |
31 |
- |
2024-03-31 |
11,111 |
$1,172,000 |
62 |
|
WRAPMANAGER INC |
75 |
- |
2024-03-31 |
9,942 |
$1,049,000 |
-9,491 |
|
ROYAL BANK OF CANADA |
2956 |
- |
2024-03-31 |
9,888 |
$1,043,000 |
-1,740 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
67 |
*New |
2024-03-31 |
9,840 |
$1,038,000 |
9,840 |
|
Atria Wealth Solutions Inc. |
890 |
- |
2024-03-31 |
9,739 |
$1,027,000 |
375 |
|
Mutual Advisors LLC |
487 |
- |
2024-03-31 |
8,909 |
$940,000 |
4,682 |
|
FINANCIAL NETWORK |
1571 |
- |
2024-03-31 |
8,102 |
$855,000 |
1,031 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
163 |
*New |
2024-03-31 |
7,618 |
$803,000 |
7,618 |
|
Orion Portfolio Solutions LLC |
1155 |
- |
2024-03-31 |
6,321 |
$667,000 |
1,905 |
|
H D Vest Advisory Services |
930 |
*New |
2024-03-31 |
6,032 |
$636,000 |
6,032 |
|
SYNOVUS FINANCIAL CORP |
570 |
- |
2024-03-31 |
5,918 |
$624,000 |
551 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2191 |
- |
2024-03-31 |
5,217 |
$550,000 |
444 |
|
Whalen Wealth Management Inc. |
44 |
*New |
2024-03-31 |
5,052 |
$533,000 |
5,052 |
|
McCarthy & Cox |
29 |
- |
2024-03-31 |
5,001 |
$527,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3904 |
- |
2024-03-31 |
4,981 |
$525,000 |
-483,892 |
|
American Planning Services Inc. |
23 |
- |
2024-03-31 |
4,900 |
$517,000 |
0 |
|
FLAGSHIP HARBOR ADVISORS LLC |
378 |
- |
2024-03-31 |
4,813 |
$508,000 |
-892 |
|
SIGNATUREFD, LLC |
499 |
*New |
2024-03-31 |
4,771 |
$503,000 |
4,771 |
|
ACT Advisors LLC. |
25 |
- |
2024-03-31 |
4,742 |
$500,000 |
0 |
|
PFG Advisors |
397 |
- |
2024-03-31 |
4,559 |
$481,000 |
-99 |
|
ADAPT WEALTH ADVISORS LLC |
37 |
- |
2024-03-31 |
4,454 |
$470,000 |
0 |
|
Global Retirement Partners LLC |
557 |
- |
2024-03-31 |
4,150 |
$438,000 |
-2,209 |
|
COMERICA BANK |
1934 |
- |
2024-03-31 |
4,141 |
$437,000 |
1,019 |
|
Financial Advocates Investment Management |
483 |
- |
2024-03-31 |
4,137 |
$436,000 |
-375 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
488 |
- |
2023-12-31 |
4,064 |
$429,000 |
0 |
|
OLD MISSION CAPITAL LLC |
657 |
- |
2024-03-31 |
3,342 |
$352,000 |
-4,587 |
|
CITADEL ADVISORS LLC |
4075 |
- |
2024-03-31 |
3,303 |
$348,000 |
1,273 |
|
PFG Investments LLC |
716 |
*New |
2024-03-31 |
3,005 |
$317,000 |
3,005 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
916 |
- |
2024-03-31 |
2,990 |
$315,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
640 |
*New |
2024-03-31 |
2,838 |
$299,000 |
2,838 |
|
PRINCIPAL SECURITIES INC. |
884 |
- |
2024-03-31 |
2,636 |
$278,000 |
2,532 |
|
Kovack Advisors Inc. |
382 |
- |
2024-03-31 |
2,500 |
$264,000 |
0 |
|
CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
52 |
- |
2022-12-31 |
2,501 |
$263,000 |
764 |
|
REFRAME WEALTH LLC |
53 |
- |
2022-12-31 |
2,501 |
$263,000 |
0 |
|
Belpointe Asset Management LLC |
646 |
- |
2024-03-31 |
2,483 |
$262,000 |
-32 |
|
Advisory Alpha LLC |
338 |
- |
2024-03-31 |
2,354 |
$248,000 |
36 |
|
Foundations Investment Advisors LLC |
630 |
*New |
2024-03-31 |
2,266 |
$239,000 |
2,266 |
|
CREATIVE PLANNING |
2484 |
- |
2024-03-31 |
2,117 |
$223,000 |
53 |
|
CLS INVESTMENT FIRM LLC |
1280 |
*New |
2022-12-31 |
1,987 |
$209,000 |
1,987 |
|
CEERA INVESTMENTS LLC |
85 |
- |
2024-03-31 |
1,925 |
$203,000 |
-548 |
|
PRIVATE TRUST CO NA |
752 |
- |
2024-03-31 |
1,346 |
$142,000 |
-388 |
|
CLEAR INVESTMENT RESEARCH LLC |
92 |
- |
2024-03-31 |
609 |
$64,000 |
8 |
|
Geneos Wealth Management Inc. |
1042 |
- |
2024-03-31 |
500 |
$53,000 |
-400 |
|
Tanglewood Legacy Advisors LLC |
164 |
- |
2024-03-31 |
473 |
$50,000 |
0 |
|
WELLS FARGO & CO/MN |
4701 |
- |
2024-03-31 |
433 |
$46,000 |
151 |
|
HM PAYSON & CO |
675 |
*New |
2023-12-31 |
279 |
$29,000 |
279 |
|
Bell Investment Advisors Inc |
351 |
- |
2024-03-31 |
214 |
$23,000 |
-158 |
|
ICA Group Wealth Management LLC |
777 |
- |
2024-03-31 |
170 |
$18,000 |
0 |
|
Venturi Wealth Management LLC |
797 |
- |
2024-03-31 |
156 |
$16,000 |
-5,789 |
|
US BANCORP |
3366 |
- |
2024-03-31 |
74 |
$8,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
690 |
- |
2024-03-31 |
55 |
$6,000 |
-61 |
|
Farther Finance Advisors LLC |
1974 |
- |
2024-03-31 |
57 |
$6,000 |
0 |
|
|
100 Records found
|
1
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