| |
Institutional
Holders
Total
Institutions:
 |
387  15 |
|
|
Total
shares held :
|
114,141,007 |
|
|
% of shares
held :
|
18.96% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
103 |
|
|
Amount
of shares held :
|
7,691,318 |
|
|
% of shares
held change :
|
1.28% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
35
|
3,114,272
|
2.73%
|
|
|
|
Increased
Positions : |
192
|
9,349,034
|
8.19%
|
|
|
|
Unchanged
Positions : |
56
|
16,094,010
|
14.1%
|
|
|
|
Decreased
Positions : |
104
|
-3,445,259
|
-3.02%
|
|
|
|
Closed
Positions : |
20
|
-1,326,729
|
-1.16%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  H D Vest Advisory Services |
172 |
*New |
2024-03-31 |
403,053 |
$9,963,000 |
403,053 |
|
| GRIMES & COMPANY INC |
98 |
*New |
2024-03-31 |
237,185 |
$5,863,000 |
237,185 |
|
| Archford Capital Strategies LLC |
37 |
*New |
2024-03-31 |
172,988 |
$4,276,000 |
172,988 |
|
| Waterfront Wealth Inc. |
44 |
*New |
2024-03-31 |
95,487 |
$2,372,000 |
95,487 |
|
| LINSCOMB & WILLIAMS INC |
139 |
*New |
2024-03-31 |
67,319 |
$1,664,000 |
67,319 |
|
| CITADEL ADVISORS LLC |
2886 |
*New |
2024-03-31 |
48,895 |
$1,209,000 |
48,895 |
|
| Cypress Point Wealth Management LLC |
38 |
*New |
2024-03-31 |
39,305 |
$972,000 |
39,305 |
|
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
126 |
*New |
2024-03-31 |
16,532 |
$409,000 |
16,532 |
|
| Foster Group Inc. |
150 |
*New |
2024-03-31 |
13,876 |
$343,000 |
13,876 |
|
| DOPKINS WEALTH MANAGEMENT LLC |
56 |
*New |
2024-03-31 |
13,328 |
$329,000 |
13,328 |
|
| Canopy Partners LLC |
119 |
*New |
2024-03-31 |
13,170 |
$326,000 |
13,170 |
|
| RESOURCE CONSULTING GROUP INC |
55 |
*New |
2023-12-31 |
13,155 |
$317,000 |
13,155 |
|
| Abacus Planning Group Inc. |
154 |
*New |
2024-03-31 |
11,878 |
$294,000 |
11,878 |
|
| Apollon Wealth Management LLC |
873 |
*New |
2024-03-31 |
11,824 |
$292,000 |
11,824 |
|
| COWA LLC |
99 |
*New |
2024-03-31 |
11,213 |
$277,000 |
11,213 |
|
| Lifeworks Advisors LLC |
198 |
*New |
2024-03-31 |
10,623 |
$263,000 |
10,623 |
|
| Trinity Financial Advisors LLC |
73 |
*New |
2024-03-31 |
8,225 |
$203,000 |
8,225 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
531 |
*New |
2024-03-31 |
3,504 |
$87,000 |
3,504 |
|
| BARTLETT & CO. LLC |
716 |
*New |
2023-12-31 |
1,832 |
$44,000 |
1,832 |
|
| HOWE & RUSLING INC |
330 |
*New |
2024-03-31 |
558 |
$14,000 |
558 |
|
| JNBA FINANCIAL ADVISORS |
533 |
*New |
2024-03-31 |
215 |
$5,000 |
215 |
|
| Kathleen S. Wright Associates Inc. |
206 |
*New |
2024-03-31 |
170 |
$4,000 |
170 |
|
| Atlantic Trust Group LLC |
2574 |
*New |
2024-03-31 |
159 |
$4,000 |
159 |
|
| JAMISON PRIVATE WEALTH MANAGEMENT INC. |
472 |
*New |
2024-03-31 |
2,962 |
$0 |
2,962 |
|
|
24 Records found
|
1
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