|
Institutional
Holders
Total
Institutions:
|
148 10 |
|
Total
shares held :
|
31,592,851 |
|
% of shares
held :
|
35.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
72 |
|
Amount
of shares held :
|
2,915,495 |
|
% of shares
held change :
|
3.24% |
|
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 |
JONES FINANCIAL COMPANIES LLLP |
34 |
- |
2024-03-31 |
11,665,328 |
$292,333,000 |
10,732,881 |
|
CI Private Wealth LLC |
131 |
- |
2024-03-31 |
4,083,703 |
$102,338,000 |
109,941 |
|
SAVANT CAPITAL MANAGEMENT INC |
29 |
- |
2024-03-31 |
2,183,728 |
$54,724,000 |
571,226 |
|
ENVESTNET ASSET MANAGEMENT INC |
817 |
- |
2024-03-31 |
1,400,821 |
$35,105,000 |
43,335 |
|
PARK AVENUE SECURITIES LLC |
47 |
- |
2024-03-31 |
1,039,095 |
$26,040,000 |
135,420 |
|
EFFICIENT ADVISORS, LLC |
25 |
- |
2024-03-31 |
942,616 |
$23,622,000 |
41,157 |
|
Evanson Asset Management LLC |
15 |
- |
2024-03-31 |
916,541 |
$22,969,000 |
80,947 |
|
BANK OF MONTREAL /CAN/ |
640 |
- |
2024-03-31 |
886,390 |
$22,213,000 |
106,136 |
|
Total Wealth Planning LLC |
8 |
- |
2024-03-31 |
823,172 |
$20,629,000 |
39,980 |
|
Forum Financial Management LP |
20 |
- |
2024-03-31 |
799,532 |
$20,036,000 |
42,426 |
|
TCI Wealth Advisors Inc. |
13 |
- |
2024-03-31 |
739,189 |
$18,524,000 |
48,517 |
|
Edmonds Duncan Registered Investment Advisors LLC |
10 |
- |
2024-03-31 |
466,795 |
$11,698,000 |
6,692 |
|
Ballentine Capital Advisors Inc |
7 |
- |
2024-03-31 |
452,782 |
$11,310,000 |
15,034 |
|
Planning Center Inc. |
12 |
- |
2024-03-31 |
444,873 |
$11,149,000 |
30,912 |
|
BKD WEALTH ADVISORS LLC |
58 |
- |
2024-03-31 |
390,997 |
$9,798,000 |
7,734 |
|
Corrigan Financial Inc. |
12 |
- |
2024-03-31 |
370,194 |
$9,277,000 |
101,415 |
|
HPM Partners LLC |
494 |
- |
2024-03-31 |
346,930 |
$8,694,000 |
12,009 |
|
Index Fund Advisors Inc. |
11 |
- |
2024-03-31 |
344,862 |
$8,642,000 |
56,284 |
|
OLD MISSION CAPITAL LLC |
74 |
- |
2024-03-31 |
334,951 |
$8,394,000 |
296,703 |
|
Wescott Financial Advisory Group LLC |
19 |
- |
2024-03-31 |
314,857 |
$7,890,000 |
33,181 |
|
PERRITT CAPITAL MANAGEMENT INC |
5 |
- |
2024-03-31 |
302,048 |
$7,569,000 |
5,347 |
|
Tillman Hartley LLC |
11 |
- |
2024-03-31 |
294,653 |
$7,384,000 |
272 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
14 |
- |
2024-03-31 |
271,438 |
$6,802,000 |
57,461 |
|
Beacon Pointe Advisors LLC |
250 |
- |
2024-03-31 |
240,608 |
$6,030,000 |
8,263 |
|
CITADEL ADVISORS LLC |
1617 |
- |
2024-03-31 |
220,651 |
$5,530,000 |
220,651 |
|
Tobias Financial Advisors Inc. |
20 |
- |
2024-03-31 |
219,499 |
$5,501,000 |
51,544 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
148 |
- |
2024-03-31 |
199,309 |
$4,995,000 |
104,268 |
|
Root Financial Partners LLC |
13 |
- |
2024-03-31 |
191,404 |
$4,797,000 |
41,170 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1207 |
- |
2024-03-31 |
185,434 |
$4,647,000 |
11,684 |
|
Discipline Wealth Solutions LLC |
8 |
- |
2024-03-31 |
185,167 |
$4,625,000 |
22,123 |
|
ALESCO ADVISORS LLC |
41 |
- |
2024-03-31 |
182,683 |
$4,578,000 |
37,140 |
|
Abacus Planning Group Inc. |
21 |
- |
2024-03-31 |
153,439 |
$3,845,000 |
10,879 |
|
ACORN CREEK CAPITAL LLC |
11 |
- |
2024-03-31 |
152,368 |
$3,818,000 |
8,130 |
|
Dynamic Advisors Solutions LLC |
227 |
- |
2024-03-31 |
130,634 |
$3,274,000 |
12,141 |
|
Disciplined Investments LLC |
18 |
- |
2024-03-31 |
126,581 |
$3,172,000 |
11,669 |
|
Sequoia Financial Advisors LLC |
263 |
- |
2024-03-31 |
122,720 |
$3,075,000 |
11,179 |
|
Tilson Financial Group Inc. |
21 |
- |
2024-03-31 |
111,032 |
$2,782,000 |
35,163 |
|
Addison Advisors LLC |
29 |
- |
2024-03-31 |
108,430 |
$2,717,000 |
25,735 |
|
Aurum Wealth Management Group LLC |
37 |
- |
2024-03-31 |
107,993 |
$2,706,000 |
12,171 |
|
DAVENPORT & CO LLC |
383 |
- |
2024-03-31 |
103,654 |
$2,598,000 |
21,065 |
|
LAM GROUP INC. |
16 |
- |
2024-03-31 |
101,935 |
$2,554,000 |
17,410 |
|
Spire Wealth Management |
221 |
- |
2024-03-31 |
98,542 |
$2,469,000 |
805 |
|
Buckingham Strategic Partners |
140 |
- |
2024-03-31 |
97,472 |
$2,443,000 |
35,605 |
|
Schoolcraft Capital LLC |
27 |
- |
2024-03-31 |
91,862 |
$2,302,000 |
15,754 |
|
MORGAN STANLEY |
4378 |
- |
2024-03-31 |
90,122 |
$2,258,000 |
26,315 |
|
Integrity Wealth Solutions LLC |
26 |
- |
2024-03-31 |
88,535 |
$2,219,000 |
10,008 |
|
Betterment LLC |
153 |
- |
2024-03-31 |
76,461 |
$1,916,000 |
13,087 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
263 |
- |
2024-03-31 |
75,229 |
$1,885,000 |
54,337 |
|
Advisory Alpha LLC |
122 |
- |
2024-03-31 |
69,798 |
$1,749,000 |
1,939 |
|
Glass Jacobson Investment Advisors llc |
48 |
- |
2024-03-31 |
69,248 |
$1,735,000 |
5,173 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
411 |
- |
2024-03-31 |
68,116 |
$1,707,000 |
3,571 |
|
IAG Wealth Partners LLC |
40 |
- |
2024-03-31 |
67,107 |
$1,682,000 |
7,344 |
|
Austin Asset Management Co Inc |
21 |
- |
2024-03-31 |
66,457 |
$1,665,000 |
9,236 |
|
Level Financial Advisors Inc. |
28 |
- |
2024-03-31 |
65,753 |
$1,648,000 |
37,763 |
|
MORRIS FINANCIAL CONCEPTS INC. |
26 |
- |
2024-03-31 |
57,410 |
$1,439,000 |
26,221 |
|
Provident Wealth Management LLC |
32 |
- |
2024-03-31 |
56,997 |
$1,428,000 |
2,484 |
|
DiNuzzo Private Wealth Inc. |
30 |
- |
2024-03-31 |
56,634 |
$1,419,000 |
5,874 |
|
49 WEALTH MANAGEMENT LLC |
32 |
- |
2024-03-31 |
56,203 |
$1,404,000 |
14,253 |
|
First Pacific Financial |
29 |
- |
2024-03-31 |
54,672 |
$1,370,000 |
42,633 |
|
MODERA WEALTH MANAGEMENT, LLC |
264 |
- |
2024-03-31 |
54,469 |
$1,365,000 |
173 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
227 |
- |
2024-03-31 |
53,920 |
$1,351,000 |
18,364 |
|
McNamara Financial Services Inc. |
24 |
- |
2024-03-31 |
53,649 |
$1,344,000 |
6,118 |
|
Private Advisor Group LLC |
1012 |
- |
2024-03-31 |
53,241 |
$1,334,000 |
8,876 |
|
ERn Financial LLC |
77 |
- |
2024-03-31 |
51,326 |
$1,286,000 |
2,741 |
|
MML INVESTORS SERVICES LLC |
1287 |
- |
2024-03-31 |
49,503 |
$1,241,000 |
2,031 |
|
Goss Wealth Management LLC |
893 |
- |
2024-03-31 |
48,124 |
$1,206,000 |
9,269 |
|
LPL FINANCIAL CORP |
2968 |
- |
2024-03-31 |
47,604 |
$1,193,000 |
13,945 |
|
Relaxing Retirement Coach |
35 |
- |
2023-06-30 |
51,150 |
$1,167,000 |
3,086 |
|
Column Capital Advisors LLC |
60 |
- |
2023-09-30 |
51,213 |
$1,124,000 |
2,908 |
|
Ruedi Wealth Management Inc. |
21 |
- |
2024-03-31 |
44,566 |
$1,117,000 |
5,288 |
|
PFG Advisors |
275 |
- |
2024-03-31 |
42,421 |
$1,063,000 |
2,672 |
|
PBMares Wealth Management LLC |
59 |
- |
2024-03-31 |
41,323 |
$1,036,000 |
9,148 |
|
Syverson Strege & Co |
27 |
- |
2024-03-31 |
40,590 |
$1,017,000 |
150 |
|
Ronald Blue Trust Inc. |
176 |
- |
2024-03-31 |
38,401 |
$962,000 |
4,412 |
|
MARINER WEALTH ADVISORS, LLC |
1526 |
- |
2024-03-31 |
38,064 |
$954,000 |
18,178 |
|
MARYLAND CAPITAL ADVISORS INC. |
34 |
- |
2024-03-31 |
33,896 |
$849,000 |
2,496 |
|
WEALTHSPAN PARTNERS LLC |
39 |
- |
2024-03-31 |
30,703 |
$769,000 |
3,424 |
|
Kestra Advisory Services LLC |
1457 |
- |
2024-03-31 |
27,357 |
$686,000 |
13,843 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2038 |
- |
2024-03-31 |
25,725 |
$645,000 |
14,475 |
|
Ausdal Financial Partners Inc. |
249 |
- |
2024-03-31 |
22,068 |
$553,000 |
2,838 |
|
Elwood & Goetz Wealth Advisory Group LLC |
47 |
- |
2024-03-31 |
22,039 |
$552,000 |
437 |
|
PRINCIPAL SECURITIES INC. |
648 |
- |
2024-03-31 |
20,542 |
$515,000 |
6,495 |
|
Colony Family Offices LLC |
46 |
- |
2024-03-31 |
19,840 |
$497,000 |
6,340 |
|
DOPKINS WEALTH MANAGEMENT LLC |
46 |
- |
2024-03-31 |
18,854 |
$472,000 |
5,707 |
|
BANK OF AMERICA CORP /DE/ |
4440 |
- |
2024-03-31 |
18,410 |
$461,000 |
16,035 |
|
Sterling Wealth Management Inc. |
65 |
- |
2024-03-31 |
14,960 |
$375,000 |
5,489 |
|
J P MORGAN CHASE & CO |
3920 |
- |
2024-03-31 |
14,079 |
$353,000 |
2,104 |
|
Five Oceans Advisors |
97 |
- |
2024-03-31 |
13,989 |
$351,000 |
777 |
|
AWM CAPITAL LLC |
70 |
- |
2024-03-31 |
13,914 |
$349,000 |
6 |
|
Tranquility Partners LLC |
158 |
- |
2024-03-31 |
13,822 |
$346,000 |
1,042 |
|
NorthCrest Asset Manangement LLC |
443 |
- |
2024-03-31 |
12,199 |
$306,000 |
361 |
|
Quent Capital LLC |
293 |
- |
2024-03-31 |
9,227 |
$231,000 |
6,428 |
|
Cherry Tree Wealth Management LLC |
159 |
- |
2024-03-31 |
7,552 |
$189,000 |
210 |
|
Bromfield Sneider Wealth Advisors |
47 |
- |
2024-03-31 |
6,906 |
$173,000 |
3 |
|
Tortoise Investment Management LLC |
246 |
- |
2024-03-31 |
6,297 |
$158,000 |
1,500 |
|
Capital Investment Advisory Services LLC |
565 |
- |
2024-03-31 |
3,858 |
$97,000 |
3,737 |
|
ROYAL BANK OF CANADA |
5059 |
- |
2024-03-31 |
1,449 |
$36,000 |
781 |
|
Aptus Capital Advisors LLC |
1116 |
- |
2024-03-31 |
79 |
$2,000 |
53 |
|
|
98 Records found
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1
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