|
Institutional
Holders
Total
Institutions:
|
106 3 |
|
Total
shares held :
|
24,959,630 |
|
% of shares
held :
|
44.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
2,157,927 |
|
% of shares
held change :
|
3.83% |
|
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 |
Carlson Capital Management |
1 |
- |
2024-03-31 |
5,347,883 |
$288,304,000 |
-1,808,662 |
|
OXFORD FINANCIAL GROUP LTD |
4 |
- |
2024-03-31 |
1,672,022 |
$90,139,000 |
-14,831 |
|
MADISON ASSET MANAGEMENT LLC |
39 |
- |
2024-03-31 |
1,292,598 |
$69,684,000 |
-63,203 |
|
Abacus Planning Group Inc. |
1 |
- |
2024-03-31 |
1,260,004 |
$67,927,000 |
45,505 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
156 |
*New |
2024-03-31 |
966,347 |
$52,096,000 |
966,347 |
|
LPL FINANCIAL CORP |
546 |
- |
2024-03-31 |
932,223 |
$50,256,000 |
31,522 |
|
SHUFRO ROSE & CO LLC |
2 |
- |
2024-03-31 |
914,423 |
$49,297,000 |
315,574 |
|
Resonant Capital Advisors LLC |
3 |
- |
2024-03-31 |
821,602 |
$44,293,000 |
19,755 |
|
Empowered Funds LLC |
9 |
*New |
2024-03-31 |
817,414 |
$44,067,000 |
817,414 |
|
Engrave Wealth Partners LLC |
2 |
- |
2023-12-31 |
837,174 |
$41,331,000 |
13,693 |
|
H D Vest Advisory Services |
37 |
- |
2024-03-31 |
719,473 |
$38,787,000 |
228,294 |
|
Allen Capital Group LLC |
5 |
- |
2024-03-31 |
684,995 |
$36,928,000 |
76,733 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
3 |
- |
2024-03-31 |
662,025 |
$35,690,000 |
9,159 |
|
JJJ Advisors Inc. |
4 |
- |
2024-03-31 |
574,414 |
$30,967,000 |
57,290 |
|
ROYAL BANK OF CANADA |
934 |
- |
2024-03-31 |
556,598 |
$30,006,000 |
199,850 |
|
ODonnell Financial Services LLC |
2 |
- |
2024-03-31 |
470,913 |
$25,387,000 |
-238,423 |
|
RAYMOND JAMES & ASSOCIATES |
702 |
- |
2024-03-31 |
435,810 |
$23,494,000 |
28,384 |
|
Arlington Financial Advisors LLC |
6 |
- |
2024-03-31 |
435,063 |
$23,454,000 |
80,374 |
|
Rockefeller Capital Management L.P. |
289 |
- |
2024-03-31 |
427,605 |
$23,052,000 |
20,187 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
7 |
- |
2024-03-31 |
405,474 |
$21,859,000 |
130,835 |
|
Crumly & Associates Inc. |
1 |
- |
2024-03-31 |
355,122 |
$19,145,000 |
-2,607 |
|
ENVESTNET ASSET MANAGEMENT INC |
1148 |
- |
2024-03-31 |
352,828 |
$19,021,000 |
122,079 |
|
BANK OF NEW YORK MELLON CORP |
1661 |
- |
2024-03-31 |
317,943 |
$17,140,000 |
109,496 |
|
Empire Financial Management Company LLC |
1 |
- |
2024-03-31 |
263,078 |
$14,183,000 |
-1,522 |
|
COMERICA BANK |
347 |
- |
2024-03-31 |
236,236 |
$12,735,000 |
67,788 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
369 |
- |
2024-03-31 |
235,318 |
$12,686,000 |
32,624 |
|
InterOcean Capital Group LLC |
75 |
- |
2024-03-31 |
217,208 |
$11,710,000 |
-1,909 |
|
SimpliFi Inc. |
8 |
- |
2024-03-31 |
213,482 |
$11,509,000 |
-209,525 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
25 |
- |
2024-03-31 |
218,823 |
$10,803,000 |
6,610 |
|
OXBOW ADVISORS, LLC |
16 |
- |
2024-03-31 |
190,957 |
$10,295,000 |
6,991 |
|
HIGHTOWER ADVISORS, LLC |
683 |
- |
2024-03-31 |
189,706 |
$10,225,000 |
33,741 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
791 |
- |
2024-03-31 |
188,873 |
$10,182,000 |
550 |
|
Equitable Holdings Inc. |
177 |
- |
2024-03-31 |
146,059 |
$7,874,000 |
9,310 |
|
Apexium Financial LP |
24 |
- |
2024-03-31 |
145,750 |
$7,857,000 |
21,796 |
|
Orion Capital Management LLC |
6 |
- |
2024-03-31 |
141,423 |
$7,624,000 |
29,548 |
|
Cetera Investment Advisers |
800 |
- |
2024-03-31 |
134,021 |
$7,225,000 |
110,205 |
|
Gladstone Institutional Advisory LLC |
60 |
- |
2024-03-31 |
130,337 |
$7,026,000 |
-1,635 |
|
PERRITT CAPITAL MANAGEMENT INC |
8 |
- |
2024-03-31 |
118,263 |
$6,376,000 |
12,365 |
|
Financial Enhancement Group LLC |
38 |
- |
2024-03-31 |
119,515 |
$6,145,000 |
2,046 |
|
WELLS FARGO & CO/MN |
1896 |
- |
2024-03-31 |
103,766 |
$5,594,000 |
38,905 |
|
Herold Advisors Inc. |
12 |
- |
2024-03-31 |
102,930 |
$5,549,000 |
21,927 |
|
Old Port Advisors |
5 |
- |
2023-09-30 |
102,722 |
$4,585,000 |
19,832 |
|
MULTIFINANCIAL SECURITIES CORP |
495 |
- |
2024-03-31 |
84,078 |
$4,533,000 |
3,792 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1231 |
- |
2024-03-31 |
82,884 |
$4,468,000 |
4,659 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
71,540 |
$3,857,000 |
24,835 |
|
We Are One Seven LLC |
145 |
- |
2024-03-31 |
58,967 |
$3,179,000 |
1,266 |
|
Envestnet Portfolio Solutions Inc. |
515 |
- |
2024-03-31 |
57,341 |
$3,091,000 |
38,342 |
|
ADVISORY SERVICES NETWORK, LLC |
362 |
- |
2024-03-31 |
51,471 |
$2,775,000 |
5,690 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1456 |
- |
2024-03-31 |
49,906 |
$2,690,000 |
44,732 |
|
Atria Wealth Solutions Inc. |
542 |
- |
2024-03-31 |
48,300 |
$2,604,000 |
25,897 |
|
Clayton Financial Group LLC |
21 |
- |
2024-03-31 |
47,371 |
$2,554,000 |
-876 |
|
FLAGSHIP HARBOR ADVISORS LLC |
132 |
- |
2024-03-31 |
47,336 |
$2,552,000 |
39,680 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
89 |
- |
2024-03-31 |
45,806 |
$2,469,000 |
-1,741 |
|
IFP Advisors Inc |
193 |
- |
2023-12-31 |
49,695 |
$2,453,000 |
1,566 |
|
CAPTRUST FINANCIAL ADVISORS |
725 |
- |
2024-03-31 |
45,023 |
$2,427,000 |
37 |
|
STIFEL FINANCIAL CORP |
1615 |
- |
2024-03-31 |
42,508 |
$2,292,000 |
5,914 |
|
Ausdal Financial Partners Inc. |
101 |
- |
2024-03-31 |
38,323 |
$2,066,000 |
972 |
|
Fermata Advisors LLC |
54 |
- |
2024-03-31 |
36,039 |
$1,943,000 |
-402 |
|
Advisor Group Holdings Inc. |
1817 |
- |
2024-03-31 |
31,347 |
$1,690,000 |
25,807 |
|
SAPIENT CAPITAL LLC |
145 |
- |
2024-03-31 |
31,037 |
$1,673,000 |
-922 |
|
Richard W. Paul & Associates LLC |
38 |
- |
2024-03-31 |
30,279 |
$1,632,000 |
1,833 |
|
HILLTOP HOLDINGS INC. |
150 |
- |
2024-03-31 |
29,776 |
$1,605,000 |
674 |
|
Aspect Partners LLC |
19 |
- |
2024-03-31 |
28,764 |
$1,551,000 |
1,330 |
|
Rehmann Capital Advisory Group |
145 |
- |
2024-03-31 |
27,903 |
$1,504,000 |
3,412 |
|
Qube Research & Technologies Ltd |
1636 |
- |
2024-03-31 |
27,313 |
$1,472,000 |
17,671 |
|
FINANCIAL NETWORK |
1318 |
- |
2024-03-31 |
22,795 |
$1,229,000 |
13,814 |
|
Arete Wealth Advisors LLC |
185 |
*New |
2024-03-31 |
22,753 |
$1,227,000 |
22,753 |
|
MML INVESTORS SERVICES LLC |
1306 |
- |
2024-03-31 |
22,298 |
$1,202,000 |
10,775 |
|
DAVID R. RAHN & ASSOCIATES INC. |
32 |
- |
2024-03-31 |
22,038 |
$1,188,000 |
-328 |
|
BB&T CORP |
1517 |
- |
2024-03-31 |
21,445 |
$1,156,000 |
14,927 |
|
Stonebridge Financial Planning Group LLC |
47 |
- |
2024-03-31 |
20,727 |
$1,117,000 |
3,056 |
|
Hutchens & Kramer Investment Management Group LLC |
37 |
- |
2024-03-31 |
18,299 |
$982,000 |
-6,927 |
|
Harwood Advisory Group LLC |
78 |
- |
2024-03-31 |
16,871 |
$910,000 |
-1,129 |
|
Fortune Financial Advisors LLC |
59 |
- |
2024-03-31 |
15,454 |
$833,000 |
7,990 |
|
Integrated Wealth Concepts LLC |
837 |
*New |
2024-03-31 |
15,100 |
$814,000 |
15,100 |
|
J P MORGAN CHASE & CO |
3486 |
- |
2024-03-31 |
14,776 |
$797,000 |
-3,558 |
|
Ameliora Wealth Management Ltd. |
48 |
- |
2024-03-31 |
13,858 |
$747,000 |
0 |
|
Csenge Advisory Group |
327 |
- |
2024-03-31 |
13,861 |
$747,000 |
731 |
|
BANK OF AMERICA CORP /DE/ |
4200 |
- |
2024-03-31 |
13,479 |
$727,000 |
5,037 |
|
GOLDMAN SACHS GROUP INC/ |
3767 |
*New |
2024-03-31 |
12,833 |
$692,000 |
12,833 |
|
HPM Partners LLC |
1478 |
- |
2024-03-31 |
12,004 |
$647,000 |
1,600 |
|
WealthCare Investment Partners LLC |
74 |
- |
2024-03-31 |
10,455 |
$564,000 |
30 |
|
AXXCESS WEALTH MANAGEMENT LLC |
525 |
- |
2024-03-31 |
9,499 |
$512,000 |
-119 |
|
Hibernia Wealth Partners LLC |
41 |
- |
2024-03-31 |
9,124 |
$492,000 |
3,861 |
|
Barry Investment Advisors LLC |
72 |
*New |
2024-03-31 |
9,126 |
$492,000 |
9,126 |
|
HARBOUR INVESTMENTS INC. |
545 |
- |
2023-12-31 |
9,674 |
$478,000 |
424 |
|
PFG Investments LLC |
571 |
- |
2024-03-31 |
8,346 |
$450,000 |
1,170 |
|
Keeler Thomas Management LLC |
61 |
*New |
2024-03-31 |
8,249 |
$445,000 |
8,249 |
|
Tradition Wealth Management LLC |
239 |
- |
2024-03-31 |
8,186 |
$441,000 |
-981 |
|
U.S. Capital Wealth Advisors LLC |
495 |
*New |
2024-03-31 |
7,760 |
$418,000 |
7,760 |
|
Portfolio Strategies Inc. |
80 |
*New |
2024-03-31 |
7,310 |
$394,000 |
7,310 |
|
Hardy Reed LLC |
80 |
*New |
2024-03-31 |
7,310 |
$394,000 |
7,310 |
|
Anchor Investment Management LLC |
273 |
- |
2024-03-31 |
7,164 |
$386,000 |
0 |
|
Certified Advisory Corp |
202 |
- |
2024-03-31 |
6,794 |
$366,000 |
0 |
|
US BANCORP |
1678 |
- |
2024-03-31 |
6,756 |
$364,000 |
304 |
|
BCU Wealth Advisors LLC |
37 |
- |
2024-03-31 |
5,826 |
$314,000 |
11 |
|
HRC WEALTH MANAGEMENT LLC |
33 |
*New |
2024-03-31 |
5,314 |
$286,000 |
5,314 |
|
GTS SECURITIES LLC |
1018 |
*New |
2024-03-31 |
5,257 |
$283,000 |
5,257 |
|
Belpointe Asset Management LLC |
616 |
*New |
2024-03-31 |
5,202 |
$280,000 |
5,202 |
|
Toroso Investments LLC |
1439 |
- |
2024-03-31 |
4,791 |
$258,000 |
10 |
|
|
100 Records found
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1
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