|
Institutional
Holders
Total
Institutions:
|
176 17 |
|
Total
shares held :
|
67,762,816 |
|
% of shares
held :
|
75.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
9,561,585 |
|
% of shares
held change :
|
10.62% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Capital Group Private Client Services Inc. |
4 |
- |
2024-03-31 |
12,879,354 |
$370,925,000 |
2,028,159 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
54 |
- |
2024-03-31 |
7,327,374 |
$211,028,000 |
311,188 |
|
RAYMOND JAMES & ASSOCIATES |
184 |
- |
2024-03-31 |
4,998,845 |
$143,967,000 |
475,294 |
|
LPL FINANCIAL CORP |
259 |
- |
2024-03-31 |
4,326,246 |
$124,596,000 |
476,842 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
114 |
- |
2024-03-31 |
4,161,492 |
$119,851,000 |
337,440 |
|
UBS Group AG |
480 |
- |
2024-03-31 |
3,512,411 |
$101,157,000 |
286,867 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
149 |
- |
2024-03-31 |
2,732,767 |
$78,704,000 |
310,874 |
|
WELLS FARGO & CO/MN |
621 |
- |
2024-03-31 |
2,292,951 |
$66,037,000 |
920,150 |
|
ENVESTNET ASSET MANAGEMENT INC |
661 |
- |
2024-03-31 |
1,776,657 |
$51,168,000 |
301,283 |
|
ROYAL BANK OF CANADA |
735 |
- |
2024-03-31 |
1,598,217 |
$46,028,000 |
442,160 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
111 |
- |
2024-03-31 |
1,516,545 |
$43,676,000 |
84,616 |
|
Baird Financial Group Inc. |
237 |
- |
2024-03-31 |
1,201,682 |
$34,608,000 |
42,341 |
|
Cetera Investment Advisers |
247 |
- |
2024-03-31 |
1,200,076 |
$34,562,000 |
921,840 |
|
Financial Council Asset Management Inc |
1 |
- |
2024-03-31 |
1,119,458 |
$32,240,000 |
45,251 |
|
Arlington Financial Advisors LLC |
2 |
- |
2024-03-31 |
1,061,191 |
$30,562,000 |
970,104 |
|
BANK OF AMERICA CORP /DE/ |
1716 |
- |
2024-03-31 |
913,225 |
$26,301,000 |
474,061 |
|
HOYLECOHEN LLC |
8 |
- |
2024-03-31 |
909,243 |
$26,186,000 |
28,280 |
|
ST GERMAIN D J CO INC |
19 |
- |
2024-03-31 |
842,417 |
$24,262,000 |
4,209 |
|
FINANCIAL NETWORK |
191 |
- |
2024-03-31 |
770,305 |
$22,185,000 |
186,708 |
|
Goss Wealth Management LLC |
134 |
- |
2024-03-31 |
617,806 |
$17,793,000 |
93,977 |
|
Kestra Advisory Services LLC |
175 |
- |
2024-03-31 |
598,993 |
$17,251,000 |
55,118 |
|
STIFEL FINANCIAL CORP |
696 |
- |
2024-03-31 |
461,473 |
$13,291,000 |
31,966 |
|
LINCOLN NATIONAL CORP |
81 |
- |
2024-03-31 |
417,849 |
$12,034,000 |
90,912 |
|
LVW Advisors LLC |
10 |
- |
2024-03-31 |
387,421 |
$11,158,000 |
212,373 |
|
Sawtooth Asset Management Inc. |
59 |
- |
2023-12-31 |
430,729 |
$11,083,000 |
37,238 |
|
Main Street Financial Solutions LLC |
16 |
- |
2024-03-31 |
361,134 |
$10,401,000 |
8,250 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
139 |
- |
2024-03-31 |
357,175 |
$10,287,000 |
4,747 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
73 |
- |
2024-03-31 |
312,528 |
$9,001,000 |
9,066 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
173 |
- |
2024-03-31 |
266,220 |
$7,667,000 |
2,300 |
|
Souders Financial Advisors |
23 |
- |
2024-03-31 |
240,984 |
$6,940,000 |
9,073 |
|
NavPoint Financial Inc. |
5 |
- |
2024-03-31 |
237,391 |
$6,837,000 |
4,831 |
|
Stratos Wealth Partners LTD. |
187 |
- |
2024-03-31 |
233,676 |
$6,730,000 |
30,301 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
824 |
- |
2024-03-31 |
229,644 |
$6,614,000 |
229,644 |
|
VALMARK ADVISERS INC |
84 |
- |
2024-03-31 |
209,723 |
$6,040,000 |
55,165 |
|
MORGAN STANLEY |
3717 |
- |
2024-03-31 |
202,201 |
$5,823,000 |
197,017 |
|
Mutual Advisors LLC |
125 |
- |
2024-03-31 |
179,663 |
$5,174,000 |
14,233 |
|
ORBA Wealth Advisors L.L.C. |
11 |
- |
2024-03-31 |
177,015 |
$5,098,000 |
1,080 |
|
Clarity Wealth Advisors LLC |
21 |
- |
2024-03-31 |
159,737 |
$4,600,000 |
38,804 |
|
MADISON WEALTH MANAGEMENT |
34 |
- |
2023-09-30 |
192,103 |
$4,403,000 |
15,326 |
|
Confluence Wealth Services Inc. |
44 |
- |
2024-03-31 |
133,551 |
$3,846,000 |
22,153 |
|
Cedar Brook Financial Partners LLC |
29 |
- |
2024-03-31 |
131,970 |
$3,801,000 |
25,100 |
|
San Luis Wealth Advisors LLC |
15 |
- |
2024-03-31 |
130,963 |
$3,772,000 |
3,206 |
|
Steward Partners Investment Advisory LLC |
405 |
- |
2024-03-31 |
124,619 |
$3,589,000 |
39,755 |
|
Private Advisor Group LLC |
576 |
- |
2024-03-31 |
123,338 |
$3,552,000 |
28,524 |
|
Ameritas Advisory Services LLC |
156 |
- |
2024-03-31 |
117,924 |
$3,342,000 |
80,938 |
|
JONES FINANCIAL COMPANIES LLLP |
164 |
- |
2024-03-31 |
115,249 |
$3,319,000 |
106,607 |
|
Strategic Blueprint LLC |
102 |
- |
2024-03-31 |
108,902 |
$3,136,000 |
8,683 |
|
Smallwood Wealth Investment Management LLC |
12 |
- |
2024-03-31 |
97,650 |
$2,812,000 |
1,325 |
|
Colonial River Wealth Management LLC |
14 |
- |
2024-03-31 |
92,036 |
$2,651,000 |
67,921 |
|
DAVENPORT & CO LLC |
379 |
- |
2024-03-31 |
90,977 |
$2,620,000 |
13,018 |
|
Paragon Advisors LLC |
30 |
- |
2024-03-31 |
90,426 |
$2,604,000 |
26,705 |
|
H D Vest Advisory Services |
475 |
- |
2024-03-31 |
88,911 |
$2,561,000 |
48,823 |
|
CAPTRUST FINANCIAL ADVISORS |
717 |
- |
2024-03-31 |
86,074 |
$2,479,000 |
3,040 |
|
MARINER WEALTH ADVISORS, LLC |
1080 |
- |
2024-03-31 |
73,320 |
$2,112,000 |
12,745 |
|
Sigma Planning Corp |
296 |
- |
2024-03-31 |
73,253 |
$2,110,000 |
49,838 |
|
Vestmark Advisory Solutions Inc. |
243 |
- |
2024-03-31 |
67,779 |
$1,952,000 |
7,787 |
|
HARBOUR INVESTMENTS INC. |
247 |
- |
2023-12-31 |
69,187 |
$1,780,000 |
21,361 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
25 |
- |
2024-03-31 |
59,782 |
$1,722,000 |
26,081 |
|
NBC SECURITIES INC. |
128 |
- |
2024-03-31 |
59,659 |
$1,718,000 |
17,123 |
|
Koshinski Asset Management Inc. |
145 |
- |
2024-03-31 |
52,226 |
$1,504,000 |
32,876 |
|
PRINCIPAL SECURITIES INC. |
348 |
- |
2024-03-31 |
50,464 |
$1,453,000 |
30,344 |
|
Total Clarity Wealth Management Inc. |
54 |
- |
2024-03-31 |
47,528 |
$1,369,000 |
367 |
|
Northwest Financial Advisors |
21 |
- |
2024-03-31 |
46,177 |
$1,330,000 |
7,585 |
|
PFG Advisors |
235 |
- |
2024-03-31 |
46,020 |
$1,325,000 |
4,047 |
|
Orion Portfolio Solutions LLC |
863 |
- |
2024-03-31 |
45,371 |
$1,307,000 |
2,359 |
|
Armstrong Fleming & Moore Inc |
25 |
- |
2024-03-31 |
44,366 |
$1,278,000 |
143 |
|
WCG Wealth Advisors LLC |
166 |
- |
2024-03-31 |
44,335 |
$1,277,000 |
15,885 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
139 |
- |
2024-03-31 |
42,631 |
$1,228,000 |
8,927 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
127 |
- |
2024-03-31 |
42,422 |
$1,222,000 |
268 |
|
Burford Brothers Inc. |
32 |
- |
2024-03-31 |
39,407 |
$1,135,000 |
1,415 |
|
LongView Wealth Management |
53 |
- |
2024-03-31 |
36,859 |
$1,062,000 |
12,871 |
|
Apollon Wealth Management LLC |
464 |
- |
2024-03-31 |
35,361 |
$1,018,000 |
2,000 |
|
CWM LLC |
840 |
- |
2024-03-31 |
35,177 |
$1,013,000 |
2,194 |
|
Professional Financial Advisors LLC |
56 |
- |
2024-03-31 |
34,941 |
$1,006,000 |
2,876 |
|
Financial Perspectives Inc |
46 |
- |
2024-03-31 |
34,539 |
$995,000 |
1,965 |
|
Trueblood Wealth Management LLC |
60 |
- |
2024-03-31 |
32,085 |
$924,000 |
4,053 |
|
Envestnet Portfolio Solutions Inc. |
871 |
- |
2024-03-31 |
31,877 |
$918,000 |
2,095 |
|
SWEENEY & MICHEL LLC |
47 |
- |
2024-03-31 |
29,036 |
$847,000 |
17,103 |
|
RAYMOND JAMES TRUST CO |
545 |
- |
2024-03-31 |
26,615 |
$767,000 |
8,727 |
|
Sowell Financial Services LLC |
398 |
- |
2024-03-31 |
24,407 |
$703,000 |
2,333 |
|
Ruggaard & Associates LLC |
36 |
- |
2024-03-31 |
23,904 |
$688,000 |
12,004 |
|
HPM Partners LLC |
1453 |
- |
2024-03-31 |
23,790 |
$685,000 |
50 |
|
PROSPERA FINANCIAL SERVICES |
568 |
- |
2023-12-31 |
25,848 |
$665,000 |
2,365 |
|
MOSELEY INVESTMENT MANAGEMENT INC |
71 |
- |
2024-03-31 |
22,328 |
$643,000 |
1,169 |
|
COMERICA BANK |
1770 |
- |
2024-03-31 |
21,985 |
$633,000 |
9 |
|
RSM US WEALTH MANAGEMENT LLC |
397 |
- |
2024-03-31 |
20,706 |
$596,000 |
42 |
|
SITTNER & NELSON LLC |
61 |
- |
2024-03-31 |
19,043 |
$548,000 |
7,393 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
356 |
- |
2024-03-31 |
18,423 |
$532,000 |
1,045 |
|
Moloney Securities Asset Management LLC |
253 |
- |
2024-03-31 |
18,339 |
$528,000 |
630 |
|
OPPENHEIMER & CO INC |
970 |
- |
2024-03-31 |
18,150 |
$523,000 |
250 |
|
Pensionmark Financial Group LLC |
212 |
- |
2024-03-31 |
17,485 |
$516,000 |
4,598 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
279 |
- |
2024-03-31 |
17,597 |
$506,000 |
8,357 |
|
180 WEALTH ADVISORS LLC |
209 |
- |
2024-03-31 |
17,216 |
$496,000 |
1,630 |
|
CATALYST FINANCIAL PARTNERS LLC |
113 |
- |
2024-03-31 |
17,237 |
$477,000 |
3,547 |
|
Lodestone Wealth Management LLC |
98 |
- |
2024-03-31 |
16,317 |
$470,000 |
2,869 |
|
Capital Planning LLC |
56 |
- |
2024-03-31 |
15,541 |
$448,000 |
2 |
|
Signature Wealth Management Group |
83 |
- |
2024-03-31 |
14,608 |
$398,000 |
134 |
|
Advance Capital Management Inc. |
101 |
- |
2024-03-31 |
13,636 |
$393,000 |
467 |
|
Walkner Condon Financial Advisors LLC |
192 |
- |
2024-03-31 |
12,500 |
$360,000 |
495 |
|
Waterloo Capital L.P. |
270 |
- |
2024-03-31 |
11,735 |
$338,000 |
31 |
|
|
100 Records found
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1
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