|
Institutional
Holders
Total
Institutions:
|
120 0 |
|
Total
shares held :
|
37,635,876 |
|
% of shares
held :
|
13.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
192,417 |
|
% of shares
held change :
|
0.07% |
|
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 |
FINANCIAL ENGINES ADVISORS L.L.C. |
10 |
- |
2024-03-31 |
33,345,976 |
$1,603,275,000 |
420,650 |
|
Betterment LLC |
40 |
- |
2024-03-31 |
1,454,315 |
$69,923,000 |
184,217 |
|
MARQUETTE ASSET MANAGEMENT INC. |
9 |
- |
2024-03-31 |
577,367 |
$27,760,000 |
6,387 |
|
Strategic Advocates LLC |
2 |
- |
2024-03-31 |
421,348 |
$20,258,000 |
408,957 |
|
HORIZON INVESTMENTS, LLC/SC |
46 |
*New |
2024-03-31 |
222,813 |
$10,713,000 |
222,813 |
|
MARINER WEALTH ADVISORS, LLC |
502 |
- |
2024-03-31 |
217,707 |
$10,467,000 |
-11,896 |
|
MORGAN STANLEY |
3303 |
- |
2024-03-31 |
207,982 |
$10,000,000 |
-2,194 |
|
LPL FINANCIAL CORP |
1406 |
- |
2024-03-31 |
185,632 |
$8,925,000 |
3,854 |
|
BANK OF AMERICA CORP /DE/ |
2688 |
- |
2024-03-31 |
153,919 |
$7,400,000 |
-14,424 |
|
GOLDMAN SACHS GROUP INC/ |
2358 |
*New |
2024-03-31 |
136,136 |
$6,545,000 |
136,136 |
|
ROYAL BANK OF CANADA |
1867 |
- |
2024-03-31 |
110,263 |
$5,301,000 |
-9,194 |
|
Good Life Advisors LLC |
53 |
- |
2024-03-31 |
97,301 |
$4,678,000 |
1,718 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1266 |
- |
2024-03-31 |
88,779 |
$4,268,000 |
-148,470 |
|
Towerpoint Wealth LLC |
13 |
- |
2024-03-31 |
88,553 |
$4,258,000 |
5,006 |
|
RAYMOND JAMES & ASSOCIATES |
1761 |
- |
2024-03-31 |
79,628 |
$3,828,000 |
-10,004 |
|
NovaPoint Capital LLC |
24 |
- |
2024-03-31 |
79,405 |
$3,818,000 |
2,348 |
|
ENVESTNET ASSET MANAGEMENT INC |
2174 |
- |
2024-03-31 |
77,194 |
$3,711,000 |
-2,380 |
|
SOL CAPITAL MANAGEMENT CO |
61 |
- |
2024-03-31 |
76,250 |
$3,666,000 |
321 |
|
Forum Financial Management LP |
71 |
*New |
2024-03-31 |
73,966 |
$3,556,000 |
73,966 |
|
Prime Capital Investment Advisors LLC |
251 |
- |
2024-03-31 |
72,230 |
$3,473,000 |
63,968 |
|
HIGHTOWER ADVISORS, LLC |
1192 |
- |
2024-03-31 |
63,166 |
$3,040,000 |
-45,558 |
|
We Are One Seven LLC |
157 |
*New |
2024-03-31 |
61,634 |
$2,963,000 |
61,634 |
|
Stratos Wealth Advisors LLC |
141 |
- |
2024-03-31 |
60,252 |
$2,897,000 |
-495 |
|
Sweet Financial Partners LLC |
30 |
- |
2024-03-31 |
60,088 |
$2,889,000 |
2 |
|
Advantage Trust Co |
12 |
- |
2024-03-31 |
57,127 |
$2,747,000 |
-4,425 |
|
Aptus Capital Advisors LLC |
251 |
- |
2024-03-31 |
56,597 |
$2,721,000 |
56,317 |
|
Financial Guidance Group Inc. |
19 |
- |
2024-03-31 |
56,597 |
$2,721,000 |
776 |
|
Orion Portfolio Solutions LLC |
598 |
- |
2024-03-31 |
47,485 |
$2,283,000 |
-9,013 |
|
Wealthcare Advisory Partners LLC |
211 |
- |
2024-03-31 |
47,452 |
$2,282,000 |
270 |
|
PENOBSCOT WEALTH MANAGEMENT |
19 |
- |
2024-03-31 |
43,989 |
$2,115,000 |
1,632 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1258 |
- |
2024-03-31 |
41,219 |
$1,982,000 |
3,073 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1887 |
- |
2024-03-31 |
37,395 |
$1,798,000 |
-9,247 |
|
CLS INVESTMENT FIRM LLC |
517 |
- |
2022-12-31 |
45,116 |
$1,778,000 |
-5,421 |
|
GTS SECURITIES LLC |
376 |
- |
2024-03-31 |
35,767 |
$1,720,000 |
31,326 |
|
Austin Wealth Management LLC |
41 |
- |
2024-03-31 |
35,623 |
$1,700,000 |
1,676 |
|
Geneos Wealth Management Inc. |
284 |
- |
2024-03-31 |
33,097 |
$1,591,000 |
-545 |
|
AMERIPRISE FINANCIAL INC |
2923 |
- |
2024-03-31 |
31,375 |
$1,508,000 |
10,220 |
|
Brookstone Capital Management |
408 |
- |
2024-03-31 |
30,161 |
$1,450,000 |
-120 |
|
Lunt Capital Management Inc. |
35 |
- |
2024-03-31 |
29,593 |
$1,423,000 |
1,706 |
|
Sontag Advisory LLC |
278 |
- |
2024-03-31 |
26,097 |
$1,255,000 |
-328 |
|
Apollon Wealth Management LLC |
433 |
- |
2024-03-31 |
23,672 |
$1,138,000 |
1,584 |
|
WealthCare Investment Partners LLC |
58 |
- |
2024-03-31 |
19,598 |
$942,000 |
343 |
|
WELLS FARGO & CO/MN |
3061 |
- |
2024-03-31 |
18,675 |
$898,000 |
765 |
|
Catalyst Wealth Management LLC |
50 |
- |
2023-03-31 |
20,763 |
$887,000 |
1,884 |
|
FLOW TRADERS U.S. LLC |
338 |
*New |
2024-03-31 |
17,490 |
$841,000 |
17,490 |
|
SHEETS SMITH & ASSOCIATES INC |
184 |
- |
2024-03-31 |
16,299 |
$784,000 |
-856 |
|
UBS Group AG |
3727 |
- |
2024-03-31 |
16,095 |
$774,000 |
-8,323 |
|
Essex LLC |
89 |
- |
2024-03-31 |
15,451 |
$743,000 |
-3,549 |
|
PFG Advisors |
333 |
- |
2024-03-31 |
14,506 |
$697,000 |
-70 |
|
Resources Investment Advisors Inc. |
658 |
- |
2024-03-31 |
13,107 |
$630,000 |
-3,640 |
|
Summit Investment Advisory Services LLC |
33 |
- |
2024-03-31 |
12,772 |
$614,000 |
-218 |
|
Berger Financial Group Inc |
184 |
*New |
2024-03-31 |
12,620 |
$607,000 |
12,620 |
|
JANE STREET GROUP LLC |
3653 |
- |
2024-03-31 |
12,414 |
$597,000 |
12,414 |
|
GYL Financial Synergies LLC |
222 |
- |
2024-03-31 |
12,126 |
$583,000 |
1,494 |
|
IHT Wealth Management LLC |
581 |
- |
2024-03-31 |
12,058 |
$580,000 |
-290 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2401 |
- |
2024-03-31 |
11,879 |
$571,000 |
-1,922 |
|
Capital Planning Advisors LLC |
96 |
- |
2024-03-31 |
11,723 |
$564,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
922 |
- |
2024-03-31 |
9,453 |
$455,000 |
1,038 |
|
Cetera Investment Advisers |
2698 |
*New |
2024-03-31 |
8,963 |
$431,000 |
8,963 |
|
RPG Investment Advisory LLC |
73 |
- |
2024-03-31 |
8,710 |
$419,000 |
1,460 |
|
Advisor Group Holdings Inc. |
3076 |
- |
2024-03-31 |
8,501 |
$409,000 |
375 |
|
CITADEL ADVISORS LLC |
3995 |
- |
2024-03-31 |
7,877 |
$379,000 |
-7,761 |
|
Integrated Wealth Concepts LLC |
1183 |
- |
2024-03-31 |
7,695 |
$370,000 |
-15,451 |
|
D E SHAW & CO INC |
2381 |
*New |
2024-03-31 |
7,671 |
$369,000 |
7,671 |
|
Main Street Financial Solutions LLC |
400 |
- |
2024-03-31 |
6,666 |
$321,000 |
318 |
|
Intrua Financial LLC |
253 |
- |
2023-03-31 |
7,335 |
$298,000 |
-3,054 |
|
MULTIFINANCIAL SECURITIES CORP |
2075 |
- |
2024-03-31 |
5,023 |
$242,000 |
-556 |
|
Andesa Financial Management Inc. |
131 |
- |
2022-12-31 |
6,050 |
$238,000 |
-26,990 |
|
CWM LLC |
1422 |
- |
2024-03-31 |
4,908 |
$236,000 |
-27,975 |
|
BNP Paribas Investment Partners S.A. |
783 |
*New |
2024-03-31 |
4,553 |
$218,000 |
4,553 |
|
SNS Financial Group LLC |
179 |
- |
2024-03-31 |
4,476 |
$215,000 |
0 |
|
Merit Financial Group LLC |
800 |
- |
2024-03-31 |
4,594 |
$212,000 |
-1,129 |
|
Private Advisor Group LLC |
2076 |
- |
2024-03-31 |
4,316 |
$208,000 |
-472 |
|
SILVER OAK SECURITIES Inc |
393 |
- |
2024-03-31 |
3,550 |
$171,000 |
-1,836 |
|
IFP Advisors Inc |
1062 |
- |
2023-12-31 |
3,235 |
$151,000 |
-749 |
|
OPTIMUM INVESTMENT ADVISORS |
232 |
- |
2024-03-31 |
2,796 |
$134,000 |
0 |
|
FMR LLC |
3037 |
- |
2024-03-31 |
2,555 |
$123,000 |
478 |
|
HHM Wealth Advisors LLC |
193 |
- |
2024-03-31 |
2,405 |
$116,000 |
0 |
|
Parallel Advisors LLC |
1151 |
- |
2024-03-31 |
2,114 |
$102,000 |
3 |
|
SANDY SPRING BANK |
469 |
- |
2024-03-31 |
1,941 |
$93,000 |
961 |
|
MATHER GROUP, INC. |
721 |
*New |
2024-03-31 |
1,950 |
$91,000 |
1,950 |
|
Goss Wealth Management LLC |
2077 |
- |
2024-03-31 |
1,879 |
$90,000 |
2 |
|
BANK OF MONTREAL /CAN/ |
2918 |
- |
2024-03-31 |
1,636 |
$78,000 |
0 |
|
Capital Advisors Ltd. LLC |
399 |
- |
2024-03-31 |
1,382 |
$66,000 |
0 |
|
DUNCKER STREETT & CO INC |
295 |
- |
2024-03-31 |
1,350 |
$65,000 |
0 |
|
Continuum Advisory LLC |
554 |
*New |
2024-03-31 |
1,387 |
$65,000 |
1,387 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1982 |
- |
2024-03-31 |
1,273 |
$61,000 |
221 |
|
Concord Wealth Partners |
329 |
- |
2024-03-31 |
1,198 |
$58,000 |
-541 |
|
Coastal Investment Advisors Inc. |
545 |
- |
2024-03-31 |
1,167 |
$56,000 |
1,167 |
|
HANSON MCCLAIN, INC. |
1435 |
- |
2024-03-31 |
763 |
$37,000 |
217 |
|
Capital Investment Advisory Services LLC |
727 |
- |
2024-03-31 |
571 |
$27,000 |
0 |
|
Capital Analysts Inc. |
781 |
- |
2024-03-31 |
491 |
$24,000 |
0 |
|
Pinnacle Bank |
523 |
- |
2024-03-31 |
468 |
$23,000 |
-42 |
|
ICA Group Wealth Management LLC |
744 |
- |
2024-03-31 |
437 |
$21,000 |
0 |
|
Princeton Global Asset Management LLC |
367 |
- |
2024-03-31 |
400 |
$19,000 |
0 |
|
Spire Wealth Management |
1547 |
- |
2024-03-31 |
366 |
$18,000 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
771 |
- |
2024-03-31 |
350 |
$17,000 |
0 |
|
Coston McIsaac & Partners |
318 |
- |
2024-03-31 |
349 |
$16,000 |
0 |
|
Mascoma Wealth Management LLC |
272 |
- |
2024-03-31 |
336 |
$16,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
427 |
- |
2023-12-31 |
302 |
$14,000 |
-42 |
|
|
100 Records found
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1
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