|
Institutional
Holders
Total
Institutions:
|
332 27 |
|
Total
shares held :
|
75,197,427 |
|
% of shares
held :
|
67.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
127 |
|
Amount
of shares held :
|
10,649,708 |
|
% of shares
held change :
|
9.59% |
|
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 |
SAVANT CAPITAL MANAGEMENT INC |
1 |
- |
2024-03-31 |
13,188,846 |
$764,426,000 |
918,516 |
|
ENVESTNET ASSET MANAGEMENT INC |
119 |
- |
2024-03-31 |
7,359,644 |
$426,565,000 |
664,444 |
|
MORGAN STANLEY |
930 |
- |
2024-03-31 |
2,613,440 |
$151,475,000 |
69,394 |
|
ANNEX ADVISORY SERVICES, LLC |
7 |
- |
2024-03-31 |
2,309,443 |
$133,855,000 |
323,204 |
|
HAVERFORD TRUST CO |
25 |
- |
2024-03-31 |
2,232,347 |
$129,387,000 |
37,682 |
|
HIGHTOWER ADVISORS, LLC |
133 |
- |
2024-03-31 |
1,807,286 |
$104,746,000 |
424,229 |
|
AMERICAN CENTURY COMPANIES INC |
358 |
- |
2024-03-31 |
1,561,230 |
$90,489,000 |
44,419 |
|
PURE FINANCIAL ADVISORS, INC. |
9 |
- |
2024-03-31 |
1,519,459 |
$88,068,000 |
12,005 |
|
WELLS FARGO & CO/MN |
572 |
- |
2024-03-31 |
1,280,145 |
$74,197,000 |
287,687 |
|
LPL FINANCIAL CORP |
501 |
- |
2024-03-31 |
986,640 |
$57,186,000 |
148,083 |
|
WMS PARTNERS, LLC |
8 |
- |
2024-03-31 |
981,239 |
$56,873,000 |
21,542 |
|
JANE STREET GROUP LLC |
210 |
- |
2024-03-31 |
908,457 |
$52,654,000 |
432,514 |
|
Vista Wealth Management Group LLC |
7 |
- |
2024-03-31 |
825,490 |
$47,845,000 |
71,608 |
|
NEUBERGER BERMAN GROUP LLC |
473 |
- |
2024-03-31 |
757,764 |
$43,920,000 |
271,625 |
|
Summit Financial Strategies Inc. |
5 |
- |
2024-03-31 |
745,826 |
$43,228,000 |
62,211 |
|
Beaird Harris Wealth Management LLC |
11 |
- |
2024-03-31 |
688,868 |
$39,927,000 |
36,881 |
|
FOSTER & MOTLEY INC |
6 |
- |
2024-03-31 |
562,410 |
$32,597,000 |
3,143 |
|
ATWOOD & PALMER INC |
13 |
- |
2024-03-31 |
544,248 |
$31,545,000 |
53,735 |
|
Tarbox Group Inc. |
3 |
- |
2024-03-31 |
525,789 |
$30,475,000 |
43,771 |
|
GREENUP STREET WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
493,134 |
$28,582,000 |
93,463 |
|
TCG Advisory Services LLC |
9 |
- |
2024-03-31 |
478,061 |
$27,708,000 |
18,181 |
|
GREAT VALLEY ADVISOR GROUP INC. |
20 |
- |
2024-03-31 |
470,838 |
$27,290,000 |
56,672 |
|
WADDELL & ASSOCIATES LLC |
12 |
- |
2024-03-31 |
467,540 |
$27,099,000 |
13,247 |
|
Waypoint Wealth Partners Inc. |
4 |
- |
2024-03-31 |
448,660 |
$26,004,000 |
7,037 |
|
WEST PACES ADVISORS INC. |
5 |
- |
2024-03-31 |
420,573 |
$24,376,000 |
24,241 |
|
Morton Brown Family Wealth LLC |
2 |
- |
2024-03-31 |
357,498 |
$20,721,000 |
34,658 |
|
Ritter Daniher Financial Advisory LLC / DE |
5 |
- |
2024-03-31 |
348,193 |
$20,181,000 |
14,390 |
|
Orion Portfolio Solutions LLC |
95 |
- |
2024-03-31 |
335,339 |
$19,436,000 |
322,921 |
|
PrairieView Partners LLC |
13 |
- |
2024-03-31 |
326,020 |
$18,897,000 |
10,167 |
|
Apollon Wealth Management LLC |
36 |
- |
2024-03-31 |
322,307 |
$18,681,000 |
84,244 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
67 |
- |
2024-03-31 |
312,761 |
$18,128,000 |
3,142 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
287 |
- |
2023-09-30 |
341,454 |
$18,025,000 |
4,959 |
|
BANK OF AMERICA CORP /DE/ |
2020 |
- |
2024-03-31 |
308,815 |
$17,899,000 |
6,768 |
|
Waypoint Capital Advisors LLC |
3 |
- |
2024-03-31 |
280,802 |
$16,275,000 |
30,182 |
|
Buckingham Strategic Partners |
29 |
- |
2024-03-31 |
274,509 |
$15,911,000 |
239,691 |
|
WJ Interests LLC |
4 |
- |
2024-03-31 |
261,746 |
$15,171,000 |
10,461 |
|
JRM Investment Counsel LLC |
7 |
- |
2024-03-31 |
254,418 |
$14,746,000 |
74,655 |
|
MML INVESTORS SERVICES LLC |
315 |
- |
2024-03-31 |
245,046 |
$14,203,000 |
76,652 |
|
SC&H Financial Advisors Inc. |
8 |
- |
2024-03-31 |
234,944 |
$13,617,000 |
15,451 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
6 |
- |
2024-03-31 |
230,465 |
$13,358,000 |
38,869 |
|
Venturi Wealth Management LLC |
31 |
- |
2024-03-31 |
227,669 |
$13,196,000 |
8,843 |
|
Vantage Financial Partners Ltd. Inc. |
10 |
- |
2024-03-31 |
224,929 |
$13,037,000 |
92,047 |
|
Diversified Portfolios Inc. |
15 |
- |
2024-03-31 |
223,604 |
$12,960,000 |
53,337 |
|
Concord Wealth Partners |
9 |
- |
2024-03-31 |
223,530 |
$12,956,000 |
721 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
700 |
- |
2024-03-31 |
205,414 |
$11,906,000 |
25,623 |
|
PARK AVENUE SECURITIES LLC |
100 |
- |
2024-03-31 |
202,328 |
$11,727,000 |
13,221 |
|
Resources Investment Advisors Inc. |
115 |
- |
2024-03-31 |
191,666 |
$11,109,000 |
7,034 |
|
JONES FINANCIAL COMPANIES LLLP |
110 |
- |
2024-03-31 |
190,478 |
$11,040,000 |
53,634 |
|
AIRE ADVISORS LLC |
14 |
- |
2024-03-31 |
174,169 |
$10,104,000 |
1,936 |
|
Dynamic Advisors Solutions LLC |
75 |
- |
2024-03-31 |
172,586 |
$10,003,000 |
42,375 |
|
CARDIFF PARK ADVISORS LLC |
17 |
- |
2024-03-31 |
171,945 |
$9,966,000 |
4,902 |
|
Foundations Investment Advisors LLC |
76 |
- |
2024-03-31 |
171,611 |
$9,947,000 |
4,736 |
|
ERn Financial LLC |
14 |
- |
2024-03-31 |
171,371 |
$9,933,000 |
4,447 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
474 |
- |
2024-03-31 |
171,373 |
$9,933,000 |
15,234 |
|
OPUS CAPITAL GROUP LLC |
20 |
- |
2024-03-31 |
168,041 |
$9,740,000 |
5,099 |
|
GRAND WEALTH MANAGEMENT LLC |
5 |
- |
2024-03-31 |
162,527 |
$9,420,000 |
19,457 |
|
Allen Capital Group LLC |
17 |
- |
2024-03-31 |
152,094 |
$8,815,000 |
146,604 |
|
Merit Financial Group LLC |
85 |
- |
2024-03-31 |
141,357 |
$8,534,000 |
17,414 |
|
Visionary Horizons LLC |
4 |
- |
2024-03-31 |
143,251 |
$8,244,000 |
5,417 |
|
Valued Wealth Advisors LLC |
7 |
- |
2024-03-31 |
140,027 |
$8,116,000 |
126,992 |
|
CWM LLC |
335 |
- |
2024-03-31 |
133,677 |
$7,748,000 |
69,663 |
|
BSW WEALTH PARTNERS |
14 |
- |
2024-03-31 |
131,493 |
$7,621,000 |
117,465 |
|
Krasney Financial LLC |
24 |
- |
2024-03-31 |
129,775 |
$7,522,000 |
59,931 |
|
Shotwell Rutter Baer Inc |
3 |
- |
2024-03-31 |
123,023 |
$7,308,000 |
1,441 |
|
Fonville Wealth Management LLC |
8 |
- |
2024-03-31 |
119,228 |
$6,910,000 |
27,047 |
|
Prosperity Planning Inc. |
10 |
- |
2024-03-31 |
111,394 |
$6,456,000 |
8,410 |
|
Fragasso Group Inc. |
31 |
- |
2024-03-31 |
108,481 |
$6,288,000 |
2,982 |
|
Capasso Planning Partners LLC |
8 |
- |
2024-03-31 |
107,847 |
$6,251,000 |
9,815 |
|
Passive Capital Management LLC. |
11 |
- |
2023-03-31 |
111,730 |
$5,909,000 |
54 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1047 |
- |
2024-03-31 |
100,803 |
$5,843,000 |
1,006 |
|
LIBRA WEALTH LLC |
11 |
- |
2024-03-31 |
97,285 |
$5,639,000 |
8,921 |
|
Wealth Management Partners LLC |
9 |
- |
2024-03-31 |
92,667 |
$5,371,000 |
1,817 |
|
WCG Wealth Advisors LLC |
65 |
- |
2024-03-31 |
88,755 |
$5,144,000 |
3,639 |
|
PACIFIC LIFE FUND ADVISORS LLC |
17 |
- |
2024-03-31 |
88,724 |
$5,142,000 |
888 |
|
SJS Investment Consulting Inc. |
11 |
- |
2024-03-31 |
88,467 |
$5,128,000 |
19,972 |
|
Financial Futures Ltd Liability Co. |
16 |
- |
2024-03-31 |
82,629 |
$4,789,000 |
14,385 |
|
Tortoise Investment Management LLC |
48 |
- |
2024-03-31 |
81,382 |
$4,717,000 |
10,296 |
|
COLLECTIVE FAMILY OFFICE LLC |
18 |
- |
2024-03-31 |
81,153 |
$4,704,000 |
8,999 |
|
RAYMOND JAMES & ASSOCIATES |
1625 |
- |
2024-03-31 |
80,651 |
$4,675,000 |
40,756 |
|
WMG Financial Advisors LLC |
5 |
- |
2024-03-31 |
80,246 |
$4,651,000 |
5,825 |
|
Trellis Wealth Advisors LLC |
9 |
- |
2024-03-31 |
79,564 |
$4,612,000 |
226 |
|
Fortress Wealth Management Inc. |
14 |
- |
2024-03-31 |
78,638 |
$4,558,000 |
4,050 |
|
Starfox Financial Services LLC |
9 |
- |
2024-03-31 |
79,214 |
$4,527,000 |
2,205 |
|
Chicago Partners Investment Group LLC |
116 |
- |
2024-03-31 |
77,583 |
$4,464,000 |
663 |
|
McLean Asset Management Corp |
16 |
- |
2024-03-31 |
74,589 |
$4,431,000 |
70 |
|
DOPKINS WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
74,658 |
$4,327,000 |
4,699 |
|
Certified Advisory Corp |
57 |
- |
2024-03-31 |
72,722 |
$4,215,000 |
12,946 |
|
ARQ WEALTH ADVISORS LLC |
23 |
- |
2024-03-31 |
70,447 |
$4,083,000 |
16,361 |
|
First Ascent Asset Management LLC |
32 |
- |
2023-12-31 |
71,431 |
$4,028,000 |
4,344 |
|
MARINER WEALTH ADVISORS, LLC |
830 |
- |
2024-03-31 |
65,591 |
$3,802,000 |
10,090 |
|
Cypress Point Wealth Management LLC |
12 |
- |
2024-03-31 |
65,099 |
$3,773,000 |
14,087 |
|
ORBA Wealth Advisors L.L.C. |
17 |
- |
2024-03-31 |
64,317 |
$3,728,000 |
1,325 |
|
AlphaQ Advisors LLC |
9 |
- |
2024-03-31 |
63,612 |
$3,687,000 |
4,219 |
|
Cherry Tree Wealth Management LLC |
28 |
- |
2024-03-31 |
63,346 |
$3,672,000 |
3,876 |
|
EP WEALTH ADVISORS, INC. |
205 |
- |
2024-03-31 |
62,697 |
$3,634,000 |
129 |
|
REDW Stanley Financial Advisors LLC |
24 |
- |
2024-03-31 |
61,083 |
$3,540,000 |
2,390 |
|
ZRC WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
60,299 |
$3,495,000 |
1,423 |
|
LexAurum Advisors LLC |
30 |
- |
2024-03-31 |
58,571 |
$3,395,000 |
38,197 |
|
Objectivity Squared LLC |
10 |
- |
2024-03-31 |
57,743 |
$3,377,000 |
4,641 |
|
IAG Wealth Partners LLC |
29 |
- |
2024-03-31 |
58,212 |
$3,374,000 |
4,936 |
|
|
100 Records found
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1
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