|
Institutional
Holders
Total
Institutions:
|
153 24 |
|
Total
shares held :
|
35,314,167 |
|
% of shares
held :
|
39.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
87 |
|
Amount
of shares held :
|
5,052,028 |
|
% of shares
held change :
|
5.61% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CI Private Wealth LLC |
122 |
- |
2024-03-31 |
3,627,171 |
$108,779,000 |
409,013 |
|
Pathstone Holdings LLC |
33 |
- |
2024-03-31 |
3,276,236 |
$98,254,000 |
46,453 |
|
PATHSTONE FAMILY OFFICE, LLC |
34 |
- |
2023-09-30 |
2,842,817 |
$70,530,000 |
-160,227 |
|
EP WEALTH ADVISORS, INC. |
31 |
- |
2024-03-31 |
2,284,982 |
$68,527,000 |
344,757 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
2 |
- |
2023-12-31 |
2,083,625 |
$56,362,000 |
-126,655 |
|
DiNuzzo Private Wealth Inc. |
4 |
- |
2024-03-31 |
1,871,365 |
$56,122,000 |
-10,587 |
|
TRUEPOINT, INC. |
16 |
- |
2024-03-31 |
1,796,037 |
$53,863,000 |
367,554 |
|
Cable Hill Partners LLC |
7 |
- |
2024-03-31 |
1,377,120 |
$37,113,000 |
0 |
|
Resources Investment Advisors Inc. |
42 |
- |
2024-03-31 |
1,154,705 |
$34,630,000 |
373,042 |
|
WPWealth LLP |
5 |
- |
2024-03-31 |
1,144,178 |
$34,314,000 |
143,108 |
|
Goss Wealth Management LLC |
87 |
- |
2024-03-31 |
981,210 |
$29,426,000 |
801,375 |
|
EnRich Financial Partners LLC |
1 |
- |
2024-03-31 |
953,781 |
$28,604,000 |
38,469 |
|
EASTERN BANK |
32 |
*New |
2024-03-31 |
875,907 |
$26,269,000 |
875,907 |
|
LPL FINANCIAL CORP |
832 |
- |
2024-03-31 |
847,485 |
$25,416,000 |
46,497 |
|
Summit Financial Strategies Inc. |
9 |
- |
2024-03-31 |
820,037 |
$24,593,000 |
169,663 |
|
Regal Wealth Group Inc. |
2 |
- |
2023-12-31 |
822,968 |
$22,121,000 |
-3,411 |
|
Team Hewins LLC |
9 |
- |
2024-03-31 |
722,230 |
$21,660,000 |
18,812 |
|
MATHER GROUP, INC. |
31 |
- |
2024-03-31 |
791,918 |
$21,421,000 |
16 |
|
BANK OF MONTREAL /CAN/ |
652 |
- |
2024-03-31 |
713,063 |
$21,406,000 |
105,326 |
|
Beacon Pointe Advisors LLC |
102 |
- |
2024-03-31 |
689,615 |
$20,682,000 |
56,432 |
|
Index Fund Advisors Inc. |
7 |
- |
2024-03-31 |
688,098 |
$20,636,000 |
82,414 |
|
GREAT OAK CAPITAL PARTNERS LLC |
5 |
- |
2024-03-31 |
681,849 |
$20,449,000 |
94,115 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
324 |
- |
2024-03-31 |
661,986 |
$19,853,000 |
38,515 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
20 |
- |
2024-03-31 |
654,144 |
$19,618,000 |
120,964 |
|
SRS Capital Advisors Inc. |
20 |
- |
2024-03-31 |
646,112 |
$19,377,000 |
25,402 |
|
Lakeshore Financial Planning Inc. |
2 |
- |
2024-03-31 |
602,086 |
$18,057,000 |
-7,435 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
16 |
- |
2024-03-31 |
599,730 |
$17,986,000 |
52,386 |
|
Quent Capital LLC |
10 |
- |
2024-03-31 |
579,822 |
$17,389,000 |
391,231 |
|
Total Wealth Planning LLC |
11 |
- |
2024-03-31 |
574,832 |
$17,239,000 |
79,145 |
|
HIGHTOWER ADVISORS, LLC |
533 |
- |
2024-03-31 |
539,808 |
$16,192,000 |
80,894 |
|
ACORN CREEK CAPITAL LLC |
3 |
- |
2024-03-31 |
525,021 |
$15,745,000 |
22,754 |
|
Jentner Corp |
7 |
- |
2024-03-31 |
514,553 |
$15,431,000 |
122,143 |
|
Corrigan Financial Inc. |
10 |
- |
2024-03-31 |
421,865 |
$12,652,000 |
165,241 |
|
Tilson Financial Group Inc. |
3 |
- |
2024-03-31 |
417,525 |
$12,522,000 |
86,744 |
|
LIBERTY WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
388,681 |
$11,660,000 |
-7,205 |
|
Wealth Architects LLC |
19 |
- |
2024-03-31 |
379,597 |
$11,384,000 |
61,819 |
|
Relaxing Retirement Coach |
7 |
- |
2023-06-30 |
443,282 |
$11,259,000 |
118,856 |
|
Schoolcraft Capital LLC |
12 |
- |
2024-03-31 |
352,625 |
$10,575,000 |
49,551 |
|
CARDIFF PARK ADVISORS LLC |
16 |
- |
2024-03-31 |
332,566 |
$10,007,000 |
1,930 |
|
VeraBank N.A. |
9 |
- |
2024-03-31 |
333,409 |
$9,999,000 |
29,055 |
|
Larson Financial Group LLC |
31 |
- |
2024-03-31 |
332,892 |
$9,983,000 |
-31,752 |
|
Evanson Asset Management LLC |
26 |
- |
2024-03-31 |
332,084 |
$9,959,000 |
128,811 |
|
TRIAD FINANCIAL ADVISORS INC. |
8 |
- |
2023-09-30 |
396,447 |
$9,836,000 |
217,958 |
|
STAGE HARBOR FINANCIAL LLC |
3 |
- |
2024-03-31 |
324,643 |
$9,736,000 |
47,487 |
|
Tobias Financial Advisors Inc. |
10 |
- |
2024-03-31 |
320,040 |
$9,598,000 |
34,785 |
|
Wescott Financial Advisory Group LLC |
17 |
- |
2024-03-31 |
317,986 |
$9,536,000 |
85,011 |
|
FinDec Wealth Services Inc. |
4 |
- |
2024-03-31 |
313,686 |
$9,407,000 |
-7,285 |
|
H D Vest Advisory Services |
203 |
- |
2024-03-31 |
283,946 |
$8,516,000 |
242,566 |
|
RFG Advisory Group LLC |
58 |
- |
2024-03-31 |
281,124 |
$8,431,000 |
3,655 |
|
BURNS WEALTH MANAGEMENT, INC. |
101 |
- |
2024-03-31 |
275,528 |
$8,263,000 |
118,446 |
|
Chicago Partners Investment Group LLC |
68 |
- |
2024-03-31 |
278,202 |
$8,090,000 |
35,632 |
|
MONOGRAPH WEALTH ADVISORS LLC |
15 |
- |
2024-03-31 |
256,525 |
$7,693,000 |
26,350 |
|
SAVANT CAPITAL MANAGEMENT INC |
149 |
- |
2024-03-31 |
246,680 |
$7,398,000 |
-77,542 |
|
Austin Asset Management Co Inc |
14 |
- |
2024-03-31 |
241,954 |
$7,256,000 |
7,101 |
|
BOS Asset Management LLC |
4 |
*New |
2024-03-31 |
239,137 |
$7,172,000 |
239,137 |
|
Betterment LLC |
96 |
- |
2024-03-31 |
221,883 |
$6,654,000 |
194,425 |
|
Diversified Portfolios Inc. |
25 |
- |
2024-03-31 |
218,551 |
$6,554,000 |
96,372 |
|
Lauer Wealth LLC |
7 |
- |
2024-03-31 |
222,700 |
$6,523,000 |
0 |
|
SAX WEALTH ADVISORS LLC |
23 |
- |
2024-03-31 |
183,978 |
$5,517,000 |
51,633 |
|
Francis Financial Inc. |
14 |
- |
2024-03-31 |
178,440 |
$5,351,000 |
27,736 |
|
LRI Investments LLC |
16 |
- |
2024-03-31 |
171,998 |
$5,057,000 |
0 |
|
Gemmer Asset Management LLC |
37 |
- |
2024-03-31 |
163,950 |
$4,917,000 |
7,742 |
|
Advisory Services & Investments LLC |
12 |
- |
2024-03-31 |
146,565 |
$4,395,000 |
21,358 |
|
MODERA WEALTH MANAGEMENT, LLC |
170 |
- |
2024-03-31 |
145,293 |
$4,357,000 |
30,691 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
99 |
*New |
2024-03-31 |
133,307 |
$3,998,000 |
133,307 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1328 |
- |
2024-03-31 |
129,550 |
$3,885,000 |
16,867 |
|
LEGACY FINANCIAL GROUP INC. |
19 |
- |
2024-03-31 |
125,858 |
$3,774,000 |
20,296 |
|
Ruedi Wealth Management Inc. |
15 |
- |
2024-03-31 |
125,438 |
$3,762,000 |
13,762 |
|
Disciplined Investments LLC |
16 |
- |
2024-03-31 |
114,554 |
$3,435,000 |
13,025 |
|
Vawter Financial Ltd. |
13 |
- |
2024-03-31 |
109,110 |
$3,272,000 |
5,503 |
|
Ronald Blue Trust Inc. |
80 |
- |
2024-03-31 |
104,136 |
$3,123,000 |
28,569 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
196 |
- |
2024-03-31 |
96,930 |
$2,907,000 |
79,599 |
|
ELEVATE WEALTH ADVISORY INC |
13 |
- |
2024-03-31 |
94,548 |
$2,835,000 |
14,679 |
|
Glass Jacobson Investment Advisors llc |
22 |
- |
2024-03-31 |
90,777 |
$2,722,000 |
4,900 |
|
Pine Harbor Wealth Management LLC |
15 |
- |
2024-03-31 |
86,759 |
$2,602,000 |
-16,591 |
|
Cordant Inc. |
14 |
- |
2024-03-31 |
83,811 |
$2,513,000 |
33,590 |
|
AMERICAN INVESTMENT SERVICES INC. |
51 |
- |
2024-03-31 |
80,056 |
$2,401,000 |
3,867 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
36 |
- |
2024-03-31 |
78,395 |
$2,351,000 |
50,194 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
52 |
- |
2024-03-31 |
77,568 |
$2,326,000 |
6,929 |
|
Vannoy Advisory Group Inc. |
14 |
- |
2024-03-31 |
76,833 |
$2,304,000 |
-898 |
|
Mustard Seed Financial LLC |
10 |
- |
2024-03-31 |
76,780 |
$2,303,000 |
33,500 |
|
SANDY SPRING BANK |
153 |
- |
2024-03-31 |
76,689 |
$2,300,000 |
22,296 |
|
Envision Financial Planning LLC |
14 |
- |
2024-03-31 |
75,387 |
$2,261,000 |
11,740 |
|
RETIREMENT GUYS FORMULA LLC |
21 |
- |
2024-03-31 |
75,153 |
$2,254,000 |
-36,852 |
|
Trinity Financial Advisors LLC |
19 |
- |
2024-03-31 |
70,039 |
$2,100,000 |
1,622 |
|
Buckingham Strategic Partners |
157 |
*New |
2024-03-31 |
68,738 |
$2,061,000 |
68,738 |
|
Eldridge Investment Advisors Inc. |
42 |
*New |
2024-03-31 |
67,643 |
$2,029,000 |
67,643 |
|
Investmark Advisory Group LLC |
30 |
- |
2024-03-31 |
66,509 |
$1,995,000 |
22,651 |
|
BFSG LLC |
108 |
- |
2024-03-31 |
65,953 |
$1,978,000 |
5,654 |
|
MARYLAND CAPITAL ADVISORS INC. |
23 |
- |
2024-03-31 |
64,189 |
$1,925,000 |
6,370 |
|
Level Financial Advisors Inc. |
26 |
- |
2024-03-31 |
60,497 |
$1,814,000 |
31,712 |
|
CRITERION CAPITAL ADVISORS LLC |
28 |
- |
2024-03-31 |
56,170 |
$1,685,000 |
6,955 |
|
Equius Partners Inc. |
|
*New |
2022-12-31 |
67,090 |
$1,646,000 |
67,090 |
|
TCI Wealth Advisors Inc. |
57 |
- |
2024-03-31 |
53,917 |
$1,617,000 |
11,818 |
|
SC&H Financial Advisors Inc. |
35 |
- |
2024-03-31 |
53,151 |
$1,594,000 |
360 |
|
COLLECTIVE FAMILY OFFICE LLC |
51 |
- |
2024-03-31 |
51,792 |
$1,553,000 |
-739 |
|
Sterling Wealth Management Inc. |
22 |
- |
2024-03-31 |
50,302 |
$1,509,000 |
20,631 |
|
Sprinkle Financial Consultants LLC |
20 |
- |
2024-03-31 |
44,799 |
$1,344,000 |
992 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1519 |
- |
2024-03-31 |
44,808 |
$1,344,000 |
18,641 |
|
DBK Financial Counsel LLC |
21 |
- |
2024-03-31 |
44,205 |
$1,326,000 |
21,490 |
|
|
100 Records found
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1
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