|
Institutional
Holders
Total
Institutions:
|
233 5 |
|
Total
shares held :
|
45,477,810 |
|
% of shares
held :
|
50.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
872,230 |
|
% of shares
held change :
|
0.97% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
40 |
- |
2024-03-31 |
8,666,047 |
$336,936,000 |
-341,408 |
|
RAYMOND JAMES & ASSOCIATES |
155 |
- |
2024-03-31 |
4,561,172 |
$177,338,000 |
-42,013 |
|
LPL FINANCIAL CORP |
199 |
- |
2024-03-31 |
4,253,310 |
$165,369,000 |
87,846 |
|
RETIREMENT PLANNING GROUP |
4 |
- |
2024-03-31 |
2,999,642 |
$116,626,000 |
149,793 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
117 |
- |
2024-03-31 |
1,830,263 |
$71,161,000 |
134,468 |
|
JANNEY MONTGOMERY SCOTT LLC |
126 |
- |
2024-03-31 |
1,372,634 |
$53,368,000 |
115,507 |
|
UBS Group AG |
787 |
- |
2024-03-31 |
1,168,773 |
$45,442,000 |
-78,588 |
|
ROYAL BANK OF CANADA |
808 |
- |
2024-03-31 |
989,205 |
$38,460,000 |
130,981 |
|
ENVESTNET ASSET MANAGEMENT INC |
819 |
- |
2024-03-31 |
899,532 |
$34,974,000 |
53,653 |
|
BB&T CORP |
318 |
- |
2024-03-31 |
815,799 |
$31,718,000 |
-17,175 |
|
Advisor Group Holdings Inc. |
286 |
- |
2024-03-31 |
804,905 |
$31,259,000 |
-2,632 |
|
MBL Wealth LLC |
6 |
- |
2024-03-31 |
783,373 |
$30,458,000 |
-39,956 |
|
Consolidated Planning Corp |
4 |
- |
2024-03-31 |
629,263 |
$24,466,000 |
-472,527 |
|
WELLS FARGO & CO/MN |
1031 |
- |
2024-03-31 |
606,885 |
$23,596,000 |
7,306 |
|
Sterling Financial Group Inc. |
2 |
- |
2024-03-31 |
594,844 |
$23,128,000 |
261,806 |
|
Steward Partners Investment Advisory LLC |
82 |
- |
2024-03-31 |
582,265 |
$22,638,000 |
-19,959 |
|
HIGHTOWER ADVISORS, LLC |
449 |
- |
2024-03-31 |
543,841 |
$21,146,000 |
-23,470 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
510 |
- |
2024-03-31 |
490,427 |
$19,068,000 |
-5,912 |
|
Cetera Investment Advisers |
425 |
- |
2024-03-31 |
461,219 |
$17,932,000 |
397,945 |
|
Barber Financial Group Inc. |
7 |
- |
2023-03-31 |
436,587 |
$15,486,000 |
199,437 |
|
Modern Wealth Management LLC |
16 |
- |
2024-03-31 |
379,686 |
$14,751,000 |
703 |
|
STIFEL FINANCIAL CORP |
680 |
- |
2024-03-31 |
356,704 |
$13,869,000 |
41,111 |
|
Financial Enhancement Group LLC |
10 |
- |
2024-03-31 |
345,328 |
$13,078,000 |
3,372 |
|
Tower Wealth Partners Inc. |
4 |
- |
2024-03-31 |
328,772 |
$12,783,000 |
4,275 |
|
MULTIFINANCIAL SECURITIES CORP |
196 |
- |
2024-03-31 |
322,849 |
$12,552,000 |
9,946 |
|
WEST MICHIGAN ADVISORS LLC |
2 |
- |
2024-03-31 |
321,874 |
$12,514,000 |
2,822 |
|
Vantage Financial Partners LLC |
9 |
- |
2024-03-31 |
316,785 |
$12,317,000 |
8,608 |
|
Financial Designs Corp |
5 |
- |
2024-03-31 |
302,376 |
$11,756,000 |
893 |
|
NCM Capital Management LLC |
2 |
- |
2024-03-31 |
283,985 |
$11,041,000 |
-10,776 |
|
Atria Wealth Solutions Inc. |
177 |
- |
2024-03-31 |
283,318 |
$11,030,000 |
35,875 |
|
Prostatis Group LLC |
1 |
- |
2023-03-31 |
299,314 |
$10,616,000 |
-7,939 |
|
Hibernia Wealth Partners LLC |
3 |
- |
2024-03-31 |
262,256 |
$10,197,000 |
48,409 |
|
Pasadena Private Wealth LLC |
10 |
- |
2024-03-31 |
252,747 |
$9,827,000 |
44,391 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
14 |
- |
2024-03-31 |
250,646 |
$9,745,000 |
13,583 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
144 |
- |
2024-03-31 |
244,660 |
$9,512,000 |
11,578 |
|
CWM LLC |
299 |
- |
2024-03-31 |
242,187 |
$9,416,000 |
15,771 |
|
Goss Wealth Management LLC |
237 |
- |
2024-03-31 |
237,711 |
$9,242,000 |
16,792 |
|
Private Advisor Group LLC |
311 |
- |
2024-03-31 |
214,724 |
$8,348,000 |
-5,063 |
|
Element Wealth LLC |
3 |
- |
2024-03-31 |
213,232 |
$8,290,000 |
104 |
|
Imprint Wealth LLC |
8 |
*New |
2024-03-31 |
204,256 |
$7,911,000 |
204,256 |
|
We Are One Seven LLC |
59 |
- |
2024-03-31 |
186,781 |
$7,262,000 |
-1,997 |
|
Phoenix Wealth Advisors |
2 |
- |
2024-03-31 |
185,587 |
$7,216,000 |
6,771 |
|
Andesa Financial Management Inc. |
3 |
- |
2022-12-31 |
200,079 |
$7,175,000 |
-171,337 |
|
Trilogy Capital Inc. |
53 |
- |
2024-03-31 |
180,715 |
$7,026,000 |
101,841 |
|
Visionary Wealth Advisors |
62 |
- |
2024-03-31 |
174,029 |
$6,766,000 |
-3,681 |
|
RiverTree Advisors LLC |
9 |
- |
2024-03-31 |
173,044 |
$6,728,000 |
-68,239 |
|
Magnus Financial Group LLC |
28 |
- |
2024-03-31 |
168,705 |
$6,559,000 |
-11,699 |
|
RAYMOND JAMES TRUST CO |
131 |
- |
2024-03-31 |
164,328 |
$6,389,000 |
-6,989 |
|
Signal Advisors Wealth LLC |
11 |
- |
2024-03-31 |
149,818 |
$5,825,000 |
33,786 |
|
Foguth Wealth Management LLC. |
6 |
- |
2024-03-31 |
149,428 |
$5,810,000 |
0 |
|
Souders Financial Advisors |
32 |
- |
2024-03-31 |
146,866 |
$5,710,000 |
4,121 |
|
ForthRight Wealth Management LLC |
12 |
- |
2024-03-31 |
145,291 |
$5,649,000 |
-4,505 |
|
MTM Investment Management LLC |
8 |
- |
2024-03-31 |
137,300 |
$5,338,000 |
8,787 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
706 |
- |
2024-03-31 |
136,758 |
$5,317,000 |
-11,605 |
|
Stonebrook Private Inc. |
16 |
- |
2024-03-31 |
136,165 |
$5,294,000 |
8,581 |
|
Investors Research Corp |
16 |
- |
2024-03-31 |
127,851 |
$4,971,000 |
2,885 |
|
Jacobi Capital Management LLC |
38 |
- |
2024-03-31 |
125,008 |
$4,860,000 |
1,707 |
|
Farrow Financial Inc. |
9 |
- |
2024-03-31 |
108,107 |
$4,203,000 |
4,163 |
|
Signature Wealth Management Group |
13 |
- |
2024-03-31 |
108,175 |
$4,104,000 |
-1,378 |
|
MML INVESTORS SERVICES LLC |
731 |
- |
2024-03-31 |
104,969 |
$4,081,000 |
-33,047 |
|
REGAL INVESTMENT ADVISORS, LLC |
111 |
- |
2024-03-31 |
99,711 |
$3,877,000 |
-26,563 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
53 |
- |
2024-03-31 |
97,141 |
$3,777,000 |
14,109 |
|
LINCOLN NATIONAL CORP |
201 |
- |
2024-03-31 |
96,666 |
$3,758,000 |
5,210 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
252 |
- |
2024-03-31 |
96,304 |
$3,744,000 |
-3,395 |
|
MidWestOne Financial Group Inc. |
31 |
- |
2024-03-31 |
95,635 |
$3,718,000 |
5,927 |
|
FINANCIAL NETWORK |
751 |
- |
2024-03-31 |
93,734 |
$3,644,000 |
-27,805 |
|
RENAISSANCE TECHNOLOGIES LLC |
1630 |
- |
2024-03-31 |
92,800 |
$3,608,000 |
24,652 |
|
Truadvice LLC |
15 |
- |
2023-09-30 |
102,728 |
$3,584,000 |
39,701 |
|
Dynamic Advisors Solutions LLC |
217 |
- |
2024-03-31 |
86,613 |
$3,368,000 |
7,576 |
|
Baron Financial Group LLC |
17 |
- |
2024-03-31 |
82,760 |
$3,218,000 |
23,370 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
7 |
- |
2024-03-31 |
81,718 |
$3,177,000 |
-22,906 |
|
WEDBUSH MORGAN SECURITIES INC |
136 |
- |
2024-03-31 |
81,683 |
$3,176,000 |
19,725 |
|
Coulter & Justus Financial Services LLC |
37 |
*New |
2024-03-31 |
81,193 |
$3,157,000 |
81,193 |
|
NOESIS CAPITAL MANGEMENT CORP |
37 |
- |
2024-03-31 |
81,193 |
$3,157,000 |
-2,180 |
|
PFG Advisors |
115 |
- |
2024-03-31 |
79,357 |
$3,085,000 |
-2,636 |
|
BlueChip Wealth Advisors LLC |
15 |
- |
2024-03-31 |
78,961 |
$3,070,000 |
50,347 |
|
Moran Wealth Management LLC |
222 |
- |
2024-03-31 |
76,963 |
$2,992,000 |
-43,093 |
|
MGB Wealth Management LLC |
14 |
- |
2024-03-31 |
75,323 |
$2,929,000 |
-171 |
|
TBH Global Asset Management LLC |
37 |
- |
2024-03-31 |
75,240 |
$2,925,000 |
-9,766 |
|
Pacitti Group Inc. |
14 |
- |
2024-03-31 |
74,183 |
$2,884,000 |
2,295 |
|
McAdam LLC |
68 |
- |
2024-03-31 |
72,831 |
$2,832,000 |
9,074 |
|
SPC FINANCIAL, INC. |
63 |
- |
2024-03-31 |
72,637 |
$2,824,000 |
9,358 |
|
Spire Wealth Management |
210 |
- |
2024-03-31 |
70,458 |
$2,739,000 |
3,234 |
|
BLAIR WILLIAM & CO/IL |
613 |
- |
2024-03-31 |
68,927 |
$2,680,000 |
-2,477 |
|
Meridian Wealth Advisors LLC |
49 |
- |
2024-03-31 |
64,030 |
$2,489,000 |
24 |
|
Mason & Associates LLC |
21 |
- |
2024-03-31 |
63,930 |
$2,486,000 |
0 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
21 |
- |
2024-03-31 |
63,930 |
$2,486,000 |
3,149 |
|
Capital Investment Advisory Services LLC |
90 |
- |
2024-03-31 |
62,450 |
$2,428,000 |
8,862 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
181 |
- |
2024-03-31 |
62,462 |
$2,283,000 |
0 |
|
Belpointe Asset Management LLC |
116 |
- |
2024-03-31 |
58,615 |
$2,279,000 |
-5,580 |
|
Founders Financial Alliance LLC |
32 |
- |
2024-03-31 |
56,294 |
$2,189,000 |
-7,725 |
|
IFP Advisors Inc |
216 |
- |
2023-12-31 |
59,747 |
$2,184,000 |
402 |
|
Sachetta LLC |
16 |
- |
2024-03-31 |
58,785 |
$2,149,000 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
247 |
- |
2024-03-31 |
50,670 |
$1,970,000 |
10,555 |
|
Financial Advocates Investment Management |
184 |
- |
2024-03-31 |
50,353 |
$1,958,000 |
8,026 |
|
Ausdal Financial Partners Inc. |
105 |
- |
2024-03-31 |
50,274 |
$1,955,000 |
1,505 |
|
HF Advisory Group LLC |
28 |
- |
2024-03-31 |
49,799 |
$1,936,000 |
2,007 |
|
Collaborative Wealth Managment Inc. |
28 |
- |
2024-03-31 |
48,763 |
$1,896,000 |
-2,067 |
|
H D Vest Advisory Services |
551 |
- |
2024-03-31 |
47,740 |
$1,856,000 |
934 |
|
LAKE STREET FINANCIAL LLC |
96 |
- |
2024-03-31 |
47,102 |
$1,831,000 |
-1,828 |
|
|
100 Records found
|
1
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