|
Institutional
Holders
Total
Institutions:
|
362 7 |
|
Total
shares held :
|
38,017,918 |
|
% of shares
held :
|
9.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
Amount
of shares held :
|
797,396 |
|
% of shares
held change :
|
0.2% |
|
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 |
FMR LLC |
788 |
- |
2024-03-31 |
3,919,199 |
$198,860,000 |
739 |
|
BANK OF AMERICA CORP /DE/ |
732 |
- |
2024-03-31 |
2,935,542 |
$148,949,000 |
-391,361 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
108 |
- |
2024-03-31 |
1,676,477 |
$85,064,000 |
-108,186 |
|
LPL FINANCIAL CORP |
391 |
- |
2024-03-31 |
1,585,485 |
$80,447,000 |
24,000 |
|
FIDUCIARY TRUST CO |
16 |
- |
2024-03-31 |
1,335,938 |
$67,785,000 |
-120,345 |
|
WELLS FARGO & CO/MN |
720 |
- |
2024-03-31 |
960,057 |
$48,713,000 |
-3,486 |
|
Resonant Capital Advisors LLC |
5 |
- |
2024-03-31 |
729,135 |
$36,996,000 |
50,223 |
|
CWM LLC |
114 |
- |
2024-03-31 |
726,977 |
$36,887,000 |
59,051 |
|
UBS Group AG |
917 |
- |
2024-03-31 |
693,539 |
$35,190,000 |
-85,311 |
|
J P MORGAN CHASE & CO |
1376 |
- |
2024-03-31 |
653,284 |
$33,148,000 |
25,730 |
|
HPM Partners LLC |
212 |
- |
2024-03-31 |
638,113 |
$32,377,000 |
-26,484 |
|
Bridgewater Advisors Inc. |
6 |
- |
2024-03-31 |
613,011 |
$31,104,000 |
-22,833 |
|
RENAISSANCE TECHNOLOGIES LLC |
468 |
- |
2024-03-31 |
596,600 |
$30,271,000 |
-212,139 |
|
WEATHERLY ASSET MANAGEMENT LP |
6 |
- |
2024-03-31 |
566,112 |
$28,725,000 |
-5,673 |
|
CWA Asset Management Group LLC |
6 |
- |
2024-03-31 |
546,871 |
$27,748,000 |
53,033 |
|
Global Strategic Investment Solutions LLC |
9 |
- |
2024-03-31 |
542,726 |
$27,538,000 |
73,673 |
|
CI Private Wealth LLC |
339 |
- |
2024-03-31 |
512,191 |
$25,989,000 |
17,416 |
|
BANK OF NEW YORK MELLON CORP |
1488 |
- |
2024-03-31 |
459,621 |
$23,321,000 |
110,643 |
|
HIGHTOWER ADVISORS, LLC |
473 |
- |
2024-03-31 |
389,753 |
$19,775,000 |
60,467 |
|
Advisor Group Holdings Inc. |
418 |
- |
2024-03-31 |
382,724 |
$19,420,000 |
-12,898 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
41 |
- |
2024-03-31 |
347,035 |
$17,609,000 |
-154,572 |
|
CAPTRUST FINANCIAL ADVISORS |
242 |
- |
2024-03-31 |
344,896 |
$17,500,000 |
-22,617 |
|
Principle Wealth Partners LLC |
16 |
- |
2024-03-31 |
329,504 |
$16,719,000 |
-35,093 |
|
MJP ASSOCIATES INC /ADV |
6 |
- |
2024-03-31 |
315,174 |
$15,992,000 |
25,496 |
|
Advisor OS LLC |
9 |
- |
2024-03-31 |
315,174 |
$15,992,000 |
23,512 |
|
Boothe Investment Group Inc. |
|
- |
2024-03-31 |
295,674 |
$15,003,000 |
14,909 |
|
Auxano Advisors LLC |
7 |
- |
2024-03-31 |
290,273 |
$14,728,000 |
-1,957 |
|
One Capital Management LLC |
48 |
- |
2024-03-31 |
287,905 |
$14,608,000 |
9,536 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
651 |
- |
2024-03-31 |
270,117 |
$13,706,000 |
-34,070 |
|
GREAT VALLEY ADVISOR GROUP INC. |
64 |
- |
2024-03-31 |
266,865 |
$13,541,000 |
17,142 |
|
Trust Co |
15 |
- |
2024-03-31 |
251,882 |
$12,780,000 |
-3,220 |
|
ENVESTNET ASSET MANAGEMENT INC |
1391 |
- |
2024-03-31 |
243,965 |
$12,379,000 |
-83,331 |
|
CFO4Life Group LLC |
12 |
- |
2024-03-31 |
231,508 |
$11,747,000 |
46,969 |
|
MBM Wealth Consultants LLC |
8 |
- |
2024-03-31 |
224,444 |
$11,388,000 |
3,777 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
591 |
- |
2024-03-31 |
217,051 |
$11,012,000 |
105,610 |
|
Integrated Wealth Concepts LLC |
157 |
- |
2024-03-31 |
198,186 |
$10,056,000 |
79,511 |
|
MARINER WEALTH ADVISORS, LLC |
513 |
- |
2024-03-31 |
194,035 |
$9,845,000 |
39,228 |
|
REGIONS FINANCIAL CORP |
165 |
- |
2024-03-31 |
192,911 |
$9,788,000 |
54,010 |
|
Sunflower Bank N.A. |
12 |
- |
2024-03-31 |
191,282 |
$9,706,000 |
15,968 |
|
COLONY GROUP LLC |
145 |
- |
2023-09-30 |
184,870 |
$9,327,000 |
-5,211 |
|
COLONY GROUP, LLC |
229 |
- |
2024-03-31 |
183,462 |
$9,309,000 |
2,293 |
|
APPLETON PARTNERS INC/MA |
45 |
- |
2024-03-31 |
181,911 |
$9,230,000 |
-355 |
|
RAYMOND JAMES & ASSOCIATES |
1212 |
- |
2024-03-31 |
181,114 |
$9,190,000 |
4,233 |
|
ROYAL BANK OF CANADA |
1545 |
- |
2024-03-31 |
178,247 |
$9,044,000 |
55,410 |
|
Rosenberg Matthew Hamilton |
8 |
- |
2024-03-31 |
177,922 |
$9,001,000 |
7,465 |
|
Slow Capital Inc. |
15 |
- |
2024-03-31 |
173,144 |
$8,785,000 |
31,973 |
|
Atlas Private Wealth Management |
2 |
- |
2024-03-31 |
168,211 |
$8,535,000 |
6,150 |
|
TD CAPITAL MANAGEMENT LLC |
27 |
- |
2024-03-31 |
164,231 |
$8,333,000 |
44,723 |
|
WCG Wealth Advisors LLC |
46 |
- |
2024-03-31 |
158,364 |
$8,035,000 |
-54,240 |
|
Great Point Wealth Advisors LLC |
16 |
*New |
2024-03-31 |
157,559 |
$7,995,000 |
157,559 |
|
BCGM Wealth Management LLC |
7 |
- |
2024-03-31 |
156,104 |
$7,921,000 |
121 |
|
Oak Harvest Investment Services |
27 |
- |
2024-03-31 |
155,316 |
$7,881,000 |
24,874 |
|
FRANKLIN RESOURCES INC |
1096 |
- |
2024-03-31 |
149,787 |
$7,600,000 |
-3,500 |
|
Sunburst Financial Group LLC |
13 |
- |
2024-03-31 |
149,389 |
$7,558,000 |
-41,602 |
|
Orion Portfolio Solutions LLC |
243 |
- |
2024-03-31 |
148,216 |
$7,520,000 |
-11,479 |
|
Salomon & Ludwin LLC |
38 |
*New |
2024-03-31 |
144,683 |
$7,351,000 |
144,683 |
|
Opal Wealth Advisors LLC |
9 |
- |
2024-03-31 |
144,767 |
$7,345,000 |
17,342 |
|
Sequoia Financial Advisors LLC |
160 |
- |
2024-03-31 |
144,106 |
$7,312,000 |
-39,855 |
|
PDS Planning Inc |
28 |
- |
2024-03-31 |
143,193 |
$7,266,000 |
-5,022 |
|
Levy Wealth Management Group LLC |
9 |
- |
2024-03-31 |
140,645 |
$7,136,000 |
0 |
|
STIFEL FINANCIAL CORP |
962 |
- |
2024-03-31 |
137,388 |
$6,971,000 |
-10,969 |
|
Carnick & Kubik Group LLC |
56 |
- |
2024-03-31 |
133,755 |
$6,787,000 |
68,870 |
|
HB Wealth Management LLC |
125 |
- |
2024-03-31 |
131,073 |
$6,651,000 |
-20,924 |
|
MERCER GLOBAL ADVISORS INC /ADV |
402 |
- |
2024-03-31 |
126,204 |
$6,404,000 |
9,884 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
15 |
- |
2024-03-31 |
125,053 |
$6,345,000 |
14,922 |
|
MML INVESTORS SERVICES LLC |
553 |
- |
2024-03-31 |
124,160 |
$6,300,000 |
-1,027 |
|
CLS INVESTMENT FIRM LLC |
178 |
- |
2022-12-31 |
117,864 |
$5,956,000 |
11,422 |
|
Elmwood Wealth Management Inc. |
8 |
- |
2024-03-31 |
116,577 |
$5,915,000 |
8,342 |
|
D L CARLSON INVESTMENT GROUP INC |
24 |
- |
2024-03-31 |
112,724 |
$5,720,000 |
-2,006 |
|
IMZ Advisory Inc |
11 |
- |
2024-03-31 |
111,699 |
$5,668,000 |
21,321 |
|
Cooper Financial Group |
24 |
- |
2024-03-31 |
110,946 |
$5,629,000 |
-14,562 |
|
FIRST HEARTLAND CONSULTANTS INC |
52 |
- |
2024-03-31 |
109,225 |
$5,542,000 |
-136,257 |
|
Three Bridge Wealth Advisors LLC |
15 |
- |
2024-03-31 |
108,532 |
$5,507,000 |
-14,858 |
|
BP WEALTH MANAGEMENT LLC |
161 |
- |
2024-03-31 |
104,379 |
$5,296,000 |
-16,102 |
|
McMahon Financial Advisors LLC |
21 |
- |
2024-03-31 |
101,929 |
$5,172,000 |
1,276 |
|
Brandywine Oak Private Wealth LLC |
31 |
- |
2024-03-31 |
101,351 |
$5,143,000 |
-5,112 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
86 |
- |
2024-03-31 |
100,595 |
$5,104,000 |
-17,810 |
|
Barber Financial Group Inc. |
19 |
- |
2023-03-31 |
93,253 |
$4,736,000 |
557 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
778 |
- |
2024-03-31 |
92,986 |
$4,718,000 |
28,132 |
|
Perigon Wealth Management LLC |
150 |
- |
2024-03-31 |
91,824 |
$4,659,000 |
1,435 |
|
BB&T CORP |
900 |
- |
2024-03-31 |
90,977 |
$4,616,000 |
-17,135 |
|
CAPITAL MANAGEMENT CORP /VA |
42 |
- |
2024-03-31 |
89,866 |
$4,560,000 |
-440 |
|
DAVIDSON INVESTMENT ADVISORS |
84 |
- |
2024-03-31 |
89,108 |
$4,521,000 |
30,657 |
|
AXXCESS WEALTH MANAGEMENT LLC |
139 |
- |
2024-03-31 |
87,190 |
$4,424,000 |
31,650 |
|
49 WEALTH MANAGEMENT LLC |
21 |
- |
2024-03-31 |
87,436 |
$4,423,000 |
180 |
|
Kathmere Capital Management LLC |
43 |
- |
2024-03-31 |
86,588 |
$4,393,000 |
-15,500 |
|
Wealth Alliance Advisory Group LLC |
21 |
- |
2024-03-31 |
82,880 |
$4,205,000 |
7,979 |
|
EP WEALTH ADVISORS, INC. |
188 |
- |
2024-03-31 |
82,325 |
$4,177,000 |
-19,060 |
|
KISTLERTIFFANY COMPANIES, LLC |
26 |
- |
2023-06-30 |
82,204 |
$4,164,000 |
-12,500 |
|
PFS INVESTMENTS INC. |
247 |
- |
2023-06-30 |
81,970 |
$4,152,000 |
-4,049 |
|
H D Vest Advisory Services |
351 |
- |
2024-03-31 |
81,192 |
$4,120,000 |
19,735 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
137 |
- |
2024-03-31 |
81,212 |
$4,119,000 |
-63,998 |
|
Private Advisor Group LLC |
529 |
- |
2024-03-31 |
80,008 |
$4,060,000 |
52,562 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
718 |
- |
2024-03-31 |
79,842 |
$4,051,000 |
-27,661 |
|
Jupiter Wealth Management LLC |
15 |
- |
2024-03-31 |
80,000 |
$4,050,000 |
0 |
|
ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC |
69 |
- |
2024-03-31 |
79,575 |
$4,038,000 |
-15,436 |
|
CALLAN CAPITAL, LLC |
46 |
- |
2024-03-31 |
77,897 |
$3,953,000 |
-59,938 |
|
Dynamic Advisors Solutions LLC |
194 |
- |
2024-03-31 |
76,805 |
$3,897,000 |
2,020 |
|
Krasney Financial LLC |
59 |
- |
2024-03-31 |
76,555 |
$3,884,000 |
-4,104 |
|
Modern Wealth Management LLC |
44 |
- |
2024-03-31 |
75,028 |
$3,802,000 |
-5,744 |
|
|
100 Records found
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1
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