|
Institutional
Holders
Total
Institutions:
|
66 14 |
|
Total
shares held :
|
5,963,433 |
|
% of shares
held :
|
66.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
834,118 |
|
% of shares
held change :
|
9.27% |
|
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 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
13 |
- |
2024-03-31 |
8,096,156 |
$426,505,000 |
7,662,280 |
|
Ronald Blue Trust Inc. |
16 |
- |
2024-03-31 |
3,152,596 |
$166,079,000 |
377,171 |
|
Equitable Holdings Inc. |
54 |
- |
2024-03-31 |
638,867 |
$33,656,000 |
67,621 |
|
Shore Point Advisors LLC |
1 |
- |
2024-03-31 |
501,445 |
$26,416,000 |
8,191 |
|
LPL FINANCIAL CORP |
1251 |
- |
2024-03-31 |
214,037 |
$11,275,000 |
11,191 |
|
ARQ WEALTH ADVISORS LLC |
7 |
*New |
2024-03-31 |
170,756 |
$8,995,000 |
170,756 |
|
Nova R Wealth Inc. |
7 |
- |
2024-03-31 |
144,911 |
$7,634,000 |
9,887 |
|
Cassia Capital Partners LLC |
7 |
- |
2024-03-31 |
141,828 |
$7,471,000 |
37,573 |
|
Vident Advisory LLC |
180 |
- |
2024-03-31 |
141,147 |
$7,436,000 |
10,320 |
|
Cornerstone Wealth Management LLC |
35 |
- |
2024-03-31 |
136,644 |
$7,198,000 |
5,621 |
|
SAVANT CAPITAL MANAGEMENT INC |
173 |
- |
2024-03-31 |
108,602 |
$5,721,000 |
-2,637 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
56 |
- |
2024-03-31 |
86,770 |
$4,571,000 |
2,449 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
4 |
- |
2024-03-31 |
91,380 |
$4,521,000 |
537 |
|
GREAT VALLEY ADVISOR GROUP INC. |
188 |
- |
2024-03-31 |
72,153 |
$3,801,000 |
20,952 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1216 |
- |
2024-03-31 |
67,693 |
$3,566,000 |
39,173 |
|
Kathmere Capital Management LLC |
46 |
- |
2024-03-31 |
65,182 |
$3,434,000 |
-10 |
|
J P MORGAN CHASE & CO |
2681 |
- |
2024-03-31 |
63,498 |
$3,345,000 |
-1,349 |
|
INTRUST BANK NA |
50 |
- |
2024-03-31 |
61,309 |
$3,230,000 |
-2,455 |
|
HIGHTOWER ADVISORS, LLC |
1246 |
- |
2024-03-31 |
52,640 |
$2,772,000 |
-1,633 |
|
GeoWealth Management LLC |
150 |
*New |
2024-03-31 |
45,702 |
$2,408,000 |
45,702 |
|
WIN ADVISORS INC |
25 |
*New |
2024-03-31 |
38,355 |
$2,021,000 |
38,355 |
|
FINANCIAL NETWORK |
1029 |
- |
2024-03-31 |
37,452 |
$1,973,000 |
654 |
|
Cetera Investment Advisers |
1545 |
*New |
2024-03-31 |
37,452 |
$1,973,000 |
37,452 |
|
Delos Wealth Advisors LLC |
19 |
- |
2024-03-31 |
35,309 |
$1,860,000 |
13,438 |
|
IFG Advisory LLC |
206 |
- |
2024-03-31 |
32,605 |
$1,718,000 |
-9,271 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
43 |
- |
2024-03-31 |
32,300 |
$1,702,000 |
-1,233 |
|
ENVESTNET ASSET MANAGEMENT INC |
2740 |
- |
2024-03-31 |
28,702 |
$1,512,000 |
-306 |
|
ROYAL BANK OF CANADA |
2736 |
- |
2024-03-31 |
26,777 |
$1,410,000 |
16,739 |
|
Able Wealth Management LLC |
19 |
- |
2023-12-31 |
25,545 |
$1,168,000 |
0 |
|
Professional Financial Advisors LLC |
51 |
*New |
2024-03-31 |
22,115 |
$1,165,000 |
22,115 |
|
GOLDMAN SACHS GROUP INC/ |
3527 |
- |
2024-03-31 |
20,356 |
$1,072,000 |
-18,506 |
|
Gallacher Capital Management LLC |
33 |
- |
2024-03-31 |
18,337 |
$966,000 |
-913 |
|
DAYMARK WEALTH PARTNERS LLC |
237 |
- |
2024-03-31 |
13,120 |
$691,000 |
-236 |
|
RAYMOND JAMES & ASSOCIATES |
2921 |
- |
2024-03-31 |
11,295 |
$595,000 |
-552 |
|
Wealthfront Advisers LLC |
721 |
- |
2024-03-31 |
10,560 |
$556,000 |
1,113 |
|
SYNOVUS FINANCIAL CORP |
603 |
- |
2024-03-31 |
10,462 |
$551,000 |
1,767 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2506 |
- |
2024-03-31 |
9,381 |
$494,000 |
2,268 |
|
Private Advisor Group LLC |
1545 |
- |
2024-03-31 |
9,013 |
$475,000 |
450 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2828 |
- |
2024-03-31 |
8,999 |
$474,000 |
2,023 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1295 |
- |
2024-03-31 |
7,847 |
$413,000 |
2,746 |
|
BANK OF AMERICA CORP /DE/ |
4512 |
- |
2024-03-31 |
7,550 |
$398,000 |
-429 |
|
Patten Group Inc. |
196 |
*New |
2024-03-31 |
7,127 |
$375,000 |
7,127 |
|
Fort Point Capital Partners LLC |
217 |
- |
2024-03-31 |
7,067 |
$372,000 |
2 |
|
JANNEY MONTGOMERY SCOTT LLC |
2221 |
- |
2024-03-31 |
6,644 |
$350,000 |
-1,188 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
248 |
- |
2024-03-31 |
6,296 |
$332,000 |
-37,759 |
|
WESTOVER CAPITAL ADVISORS, LLC |
144 |
- |
2024-03-31 |
5,536 |
$292,000 |
318 |
|
JANE STREET GROUP LLC |
4415 |
- |
2024-03-31 |
5,403 |
$285,000 |
-8,350 |
|
COLONY GROUP LLC |
665 |
- |
2023-09-30 |
6,488 |
$266,000 |
43 |
|
17 CAPITAL PARTNERS LLC |
109 |
*New |
2024-03-31 |
4,927 |
$260,000 |
4,927 |
|
Fifth Third Securities Inc. |
229 |
*New |
2024-03-31 |
4,929 |
$260,000 |
4,929 |
|
Palumbo Wealth Management LLC |
112 |
- |
2024-03-31 |
4,862 |
$256,000 |
276 |
|
CREATIVE PLANNING |
2433 |
- |
2024-03-31 |
4,444 |
$234,000 |
0 |
|
RHS Financial LLC |
107 |
- |
2024-03-31 |
3,931 |
$207,000 |
-4,553 |
|
KC Investment Advisors LLC |
146 |
*New |
2024-03-31 |
3,834 |
$202,000 |
3,834 |
|
Goss Wealth Management LLC |
1922 |
*New |
2024-03-31 |
2,734 |
$144,000 |
2,734 |
|
COMERICA BANK |
2475 |
- |
2024-03-31 |
2,246 |
$118,000 |
-255 |
|
HARBOUR INVESTMENTS INC. |
1077 |
- |
2023-12-31 |
2,500 |
$114,000 |
-321 |
|
WOODMONT INVESTMENT COUNSEL LLC |
274 |
*New |
2024-03-31 |
1,686 |
$89,000 |
1,686 |
|
HHM Wealth Advisors LLC |
223 |
- |
2024-03-31 |
1,657 |
$87,000 |
1 |
|
Sunbelt Securities Inc. |
755 |
*New |
2024-03-31 |
1,514 |
$80,000 |
1,514 |
|
Farther Finance Advisors LLC |
1097 |
- |
2024-03-31 |
1,172 |
$62,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
448 |
- |
2024-03-31 |
1,103 |
$58,000 |
0 |
|
Arlington Trust Co LLC |
276 |
- |
2024-03-31 |
1,037 |
$55,000 |
-593 |
|
FMR LLC |
3475 |
- |
2024-03-31 |
850 |
$45,000 |
279 |
|
MORGAN STANLEY |
6071 |
- |
2024-03-31 |
760 |
$40,000 |
1 |
|
Advisor Group Holdings Inc. |
4893 |
- |
2024-03-31 |
685 |
$36,000 |
0 |
|
PSI Advisors LLC |
369 |
- |
2024-03-31 |
431 |
$23,000 |
255 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
971 |
- |
2024-03-31 |
353 |
$19,000 |
0 |
|
Global Retirement Partners LLC |
1828 |
- |
2024-03-31 |
350 |
$18,000 |
-35 |
|
PRIVATE TRUST CO NA |
1471 |
- |
2024-03-31 |
315 |
$17,000 |
0 |
|
IFP Advisors Inc |
2289 |
- |
2023-12-31 |
160 |
$7,000 |
0 |
|
Capital Investment Advisory Services LLC |
859 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3908 |
*New |
2024-03-31 |
70 |
$4,000 |
70 |
|
CWM LLC |
4056 |
*New |
2024-03-31 |
16 |
$1,000 |
16 |
|
ADVISORY SERVICES NETWORK, LLC |
1844 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,238 |
|
Goodman Advisory Group LLC |
170 |
*Closed |
2024-03-31 |
0 |
$0 |
-201 |
|
UBS Group AG |
7745 |
*Closed |
2024-03-31 |
0 |
$0 |
-267 |
|
WELLS FARGO & CO/MN |
6434 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Quent Capital LLC |
1358 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,174 |
|
PROEQUITIES INC. |
7826 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Vident Investment Advisory LLC |
772 |
*Closed |
2023-09-30 |
0 |
$0 |
-116,495 |
|
Integrity Advisory LLC |
77 |
*Closed |
2022-12-31 |
0 |
$0 |
-10,011 |
|
HANSON MCCLAIN, INC. |
3586 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Kestra Advisory Services LLC |
2517 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,947 |
|
Qube Research & Technologies Ltd |
4023 |
*Closed |
2024-03-31 |
0 |
$0 |
-6 |
|
|
85 Records found
|
1
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