|
Institutional
Holders
Total
Institutions:
|
391 22 |
|
Total
shares held :
|
110,466,829 |
|
% of shares
held :
|
38.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
148 |
|
Amount
of shares held :
|
21,766,903 |
|
% of shares
held change :
|
7.54% |
|
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 : |
47
|
4,447,458
|
4.03%
|
|
|
Increased
Positions : |
215
|
23,499,483
|
21.27%
|
|
|
Unchanged
Positions : |
40
|
2,498,315
|
2.26%
|
|
|
Decreased
Positions : |
89
|
-4,683,052
|
-4.24%
|
|
|
Closed
Positions : |
25
|
-1,496,986
|
-1.36%
|
|
|
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 |
FMR LLC |
412 |
- |
2024-03-31 |
12,645,210 |
$572,954,000 |
1,195,092 |
|
BANK OF AMERICA CORP /DE/ |
399 |
- |
2024-03-31 |
8,767,804 |
$397,269,000 |
1,584,125 |
|
COUNTRY TRUST BANK |
1 |
- |
2024-03-31 |
5,287,872 |
$239,593,000 |
901,651 |
|
RFG Advisory Group LLC |
4 |
- |
2024-03-31 |
3,578,128 |
$162,125,000 |
1,093,311 |
|
J P MORGAN CHASE & CO |
695 |
- |
2024-03-31 |
3,403,654 |
$154,220,000 |
395,879 |
|
UBS Group AG |
372 |
- |
2024-03-31 |
3,105,962 |
$140,731,000 |
665,538 |
|
ENVESTNET ASSET MANAGEMENT INC |
359 |
- |
2024-03-31 |
2,998,675 |
$135,870,000 |
351,675 |
|
MORGAN STANLEY |
1035 |
- |
2024-03-31 |
2,809,990 |
$127,321,000 |
883,248 |
|
LEGACY WEALTH MANAGEMENT, INC |
4 |
- |
2024-03-31 |
2,808,495 |
$127,253,000 |
101,951 |
|
Spire Wealth Management |
8 |
- |
2024-03-31 |
601,099 |
$122,925,000 |
10,936 |
|
Sequoia Financial Advisors LLC |
12 |
- |
2024-03-31 |
2,437,462 |
$110,441,000 |
247,521 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
136 |
- |
2024-03-31 |
2,333,512 |
$105,731,000 |
720,943 |
|
Blue Chip Partners Inc. |
1 |
- |
2024-03-31 |
2,229,001 |
$100,996,000 |
130,871 |
|
Kowal Investment Group LLC |
1 |
- |
2024-03-31 |
2,142,440 |
$97,074,000 |
51,773 |
|
BKD WEALTH ADVISORS LLC |
5 |
- |
2024-03-31 |
2,136,692 |
$96,814,000 |
292,436 |
|
LPL FINANCIAL CORP |
362 |
- |
2024-03-31 |
1,918,664 |
$86,935,000 |
452,231 |
|
Capital Analysts Inc. |
4 |
- |
2024-03-31 |
1,756,682 |
$79,595,000 |
157,319 |
|
MML INVESTORS SERVICES LLC |
69 |
- |
2024-03-31 |
1,422,274 |
$64,443,000 |
173,709 |
|
Kestra Advisory Services LLC |
34 |
- |
2024-03-31 |
1,338,674 |
$60,656,000 |
303,910 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
150 |
- |
2024-03-31 |
1,312,984 |
$59,491,000 |
378,008 |
|
Octavia Wealth Advisors LLC |
2 |
- |
2024-03-31 |
1,264,258 |
$57,498,000 |
839,068 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
278 |
- |
2024-03-31 |
980,714 |
$44,437,000 |
333,385 |
|
CWM LLC |
96 |
- |
2024-03-31 |
925,487 |
$41,934,000 |
242,029 |
|
RAYMOND JAMES & ASSOCIATES |
482 |
- |
2024-03-31 |
875,122 |
$39,652,000 |
65,477 |
|
Harbor Group Inc. |
3 |
- |
2024-03-31 |
797,278 |
$36,125,000 |
40,789 |
|
McGlone Suttner Wealth Management Inc. |
5 |
- |
2024-03-31 |
793,290 |
$35,944,000 |
29,253 |
|
Wealthcare Advisory Partners LLC |
18 |
- |
2024-03-31 |
767,774 |
$34,788,000 |
88,513 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
144 |
- |
2024-03-31 |
758,971 |
$34,389,000 |
131,863 |
|
Dynamic Advisors Solutions LLC |
9 |
- |
2024-03-31 |
755,003 |
$34,209,000 |
83,654 |
|
Sherrill & Hutchins Financial Advisory Inc |
2 |
- |
2024-03-31 |
745,072 |
$33,759,000 |
17,317 |
|
TCG Advisory Services LLC |
8 |
- |
2024-03-31 |
726,750 |
$32,929,000 |
352,670 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
3 |
- |
2024-03-31 |
708,280 |
$32,092,000 |
39,649 |
|
PFG FINANCIAL ADVISORS |
8 |
- |
2024-03-31 |
694,769 |
$31,480,000 |
32,947 |
|
Taddei Ludwig & Associates Inc. |
5 |
- |
2024-03-31 |
620,039 |
$28,094,000 |
42,756 |
|
HIGHTOWER ADVISORS, LLC |
392 |
- |
2024-03-31 |
612,443 |
$27,751,000 |
94,121 |
|
Cetera Investment Advisers |
62 |
- |
2024-03-31 |
574,974 |
$26,052,000 |
76,926 |
|
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO |
4 |
- |
2024-03-31 |
568,359 |
$25,752,000 |
28,879 |
|
Goodwin Investment Advisory |
3 |
- |
2024-03-31 |
562,032 |
$25,466,000 |
25,408 |
|
Navalign LLC |
1 |
- |
2024-03-31 |
557,356 |
$25,254,000 |
99,017 |
|
Mascoma Wealth Management LLC |
4 |
- |
2024-03-31 |
553,988 |
$25,101,000 |
139,052 |
|
Brookstone Capital Management |
52 |
- |
2024-03-31 |
550,275 |
$24,933,000 |
212,869 |
|
CPA Asset Management LLC |
1 |
- |
2024-03-31 |
546,536 |
$24,764,000 |
21,376 |
|
SHAKESPEARE WEALTH MANAGEMENT INC. |
4 |
- |
2024-03-31 |
539,640 |
$24,451,000 |
42,009 |
|
Wealth Alliance Advisory Group LLC |
3 |
- |
2024-03-31 |
533,825 |
$24,188,000 |
41,146 |
|
REGIMEN WEALTH LLC |
3 |
- |
2024-03-31 |
526,162 |
$23,840,000 |
20,435 |
|
Drake & Associates LLC |
1 |
- |
2024-03-31 |
514,130 |
$23,295,000 |
32,120 |
|
Presidio Capital Management LLC |
1 |
- |
2024-03-31 |
505,921 |
$22,923,000 |
3,117 |
|
Gratus Capital LLC |
23 |
- |
2024-03-31 |
481,149 |
$21,801,000 |
29,848 |
|
WEATHERLY ASSET MANAGEMENT LP |
9 |
- |
2024-03-31 |
474,635 |
$21,585,000 |
68,156 |
|
Vantage Financial Partners Ltd. Inc. |
3 |
- |
2024-03-31 |
473,530 |
$21,456,000 |
86,325 |
|
MERCER GLOBAL ADVISORS INC /ADV |
192 |
- |
2024-03-31 |
465,016 |
$21,040,000 |
69,445 |
|
Coyle Financial Counsel Inc. |
3 |
- |
2024-03-31 |
460,789 |
$20,878,000 |
18,586 |
|
TruWealth Advisors LLC |
21 |
- |
2024-03-31 |
456,332 |
$20,676,000 |
25,274 |
|
Fermata Advisors LLC |
2 |
- |
2024-03-31 |
451,500 |
$20,457,000 |
440,497 |
|
VALLEY NATIONAL ADVISERS INC |
7 |
- |
2024-03-31 |
442,735 |
$20,059,000 |
43,256 |
|
Ameritas Advisory Services LLC |
23 |
- |
2024-03-31 |
445,178 |
$20,057,000 |
193,043 |
|
RETIREMENT PLANNING GROUP |
11 |
- |
2024-03-31 |
441,069 |
$19,985,000 |
17,283 |
|
POWER WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
435,933 |
$19,752,000 |
65,057 |
|
WAGNER CAPITAL MANAGEMENT CORP |
11 |
- |
2024-03-31 |
422,493 |
$19,143,000 |
72,776 |
|
Compass Ion Advisors LLC |
6 |
- |
2024-03-31 |
413,958 |
$18,756,000 |
16,705 |
|
Atria Wealth Solutions Inc. |
99 |
- |
2024-03-31 |
409,035 |
$18,579,000 |
9,739 |
|
Main Street Financial Solutions LLC |
7 |
- |
2024-03-31 |
408,916 |
$18,528,000 |
48,648 |
|
Beta Wealth Group Inc. |
1 |
- |
2024-03-31 |
405,572 |
$18,376,000 |
55,973 |
|
H D Vest Advisory Services |
108 |
- |
2024-03-31 |
381,542 |
$17,288,000 |
47,189 |
|
BAKER BOYER NATIONAL BANK |
5 |
- |
2024-03-31 |
371,226 |
$16,820,000 |
27,094 |
|
DeDora Capital Inc. |
4 |
- |
2024-03-31 |
366,928 |
$16,625,000 |
44,115 |
|
Financial & Tax Architects LLC |
7 |
- |
2024-03-31 |
365,913 |
$16,580,000 |
69,037 |
|
MULTIFINANCIAL SECURITIES CORP |
150 |
- |
2024-03-31 |
355,851 |
$16,124,000 |
110,906 |
|
Edmonds Duncan Registered Investment Advisors LLC |
6 |
- |
2024-03-31 |
354,931 |
$16,082,000 |
23,465 |
|
Rooted Wealth Advisors Inc. |
2 |
- |
2024-03-31 |
354,144 |
$15,919,000 |
40,503 |
|
KOCHIS FITZ/QUINTILE LLC |
26 |
- |
2024-03-31 |
342,410 |
$15,515,000 |
23,606 |
|
John W. Brooker & Co. CPAs |
2 |
- |
2024-03-31 |
341,950 |
$15,494,000 |
40,539 |
|
WEALTH MANAGEMENT RESOURCES INC. |
5 |
- |
2024-03-31 |
336,281 |
$15,237,000 |
20,588 |
|
EnRich Financial Partners LLC |
8 |
- |
2024-03-31 |
336,014 |
$15,225,000 |
12,051 |
|
Advisor OS LLC |
12 |
- |
2024-03-31 |
324,637 |
$14,709,000 |
168,960 |
|
Windsor Group LTD |
10 |
- |
2023-09-30 |
333,692 |
$14,536,000 |
47,126 |
|
SENTINEL PENSION ADVISORS INC |
6 |
- |
2024-03-31 |
308,324 |
$13,970,000 |
76,573 |
|
CITADEL ADVISORS LLC |
1041 |
- |
2024-03-31 |
304,725 |
$13,807,000 |
304,725 |
|
Riverpoint Wealth Management Holdings LLC |
8 |
- |
2024-03-31 |
297,662 |
$13,487,000 |
20,099 |
|
Global Retirement Partners LLC |
38 |
- |
2024-03-31 |
294,368 |
$13,338,000 |
286,583 |
|
ROYAL BANK OF CANADA |
1349 |
- |
2024-03-31 |
292,088 |
$13,234,000 |
64,623 |
|
FINANCIAL NETWORK |
322 |
- |
2024-03-31 |
277,658 |
$12,581,000 |
42,685 |
|
KICKSTAND VENTURES LLC. |
7 |
- |
2024-03-31 |
269,933 |
$12,231,000 |
20,709 |
|
CAPITAL WEALTH MANAGEMENT LLC |
6 |
- |
2024-03-31 |
265,624 |
$12,035,000 |
22,063 |
|
BB&T CORP |
562 |
- |
2024-03-31 |
264,809 |
$11,999,000 |
111,579 |
|
Resolute Wealth Strategies LLC |
2 |
- |
2024-03-31 |
263,297 |
$11,930,000 |
20,514 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
11 |
- |
2024-03-31 |
258,917 |
$11,732,000 |
3,890 |
|
OPPENHEIMER & CO INC |
116 |
- |
2024-03-31 |
257,218 |
$11,655,000 |
14,463 |
|
Certified Advisory Corp |
10 |
- |
2024-03-31 |
255,792 |
$11,590,000 |
248,826 |
|
Destiny Capital Corp/CO |
4 |
- |
2024-03-31 |
252,040 |
$11,420,000 |
25,832 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
23 |
- |
2024-03-31 |
240,871 |
$11,090,000 |
6,990 |
|
MARINER WEALTH ADVISORS, LLC |
493 |
- |
2024-03-31 |
235,851 |
$10,686,000 |
52,834 |
|
Pasadena Private Wealth LLC |
9 |
- |
2024-03-31 |
233,813 |
$10,594,000 |
7,625 |
|
WealthCare Investment Partners LLC |
3 |
- |
2024-03-31 |
220,257 |
$9,980,000 |
42,730 |
|
LPF Advisors LLC |
5 |
- |
2024-03-31 |
219,404 |
$9,941,000 |
5,276 |
|
HUNTER ASSOCIATES INC. |
12 |
- |
2024-03-31 |
215,939 |
$9,784,000 |
43,374 |
|
MJP ASSOCIATES INC /ADV |
12 |
- |
2024-03-31 |
215,011 |
$9,742,000 |
159,013 |
|
UMA Financial Services Inc. |
13 |
- |
2024-03-31 |
209,933 |
$9,250,000 |
37,225 |
|
STEPHENSON NATIONAL BANK & TRUST |
9 |
- |
2024-03-31 |
201,822 |
$9,145,000 |
2,294 |
|
Leo Wealth LLC |
23 |
- |
2024-03-31 |
201,694 |
$9,066,000 |
18,660 |
|
|
100 Records found
|
1
|
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