|
Institutional
Holders
Total
Institutions:
|
350 3 |
|
Total
shares held :
|
40,678,992 |
|
% of shares
held :
|
45.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
Amount
of shares held :
|
889,558 |
|
% of shares
held change :
|
0.99% |
|
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 |
LPL FINANCIAL CORP |
386 |
- |
2024-03-31 |
1,886,152 |
$81,784,000 |
75,709 |
|
J P MORGAN CHASE & CO |
1114 |
- |
2024-03-31 |
1,306,452 |
$56,648,000 |
47,359 |
|
WHARTON BUSINESS GROUP, LLC |
12 |
- |
2024-03-31 |
1,081,445 |
$46,891,000 |
252,975 |
|
CWM LLC |
103 |
- |
2024-03-31 |
925,049 |
$40,110,000 |
37,647 |
|
MARINER WEALTH ADVISORS, LLC |
229 |
- |
2024-03-31 |
833,309 |
$36,132,000 |
40,310 |
|
PNC FINANCIAL SERVICES GROUP INC |
369 |
- |
2024-03-31 |
547,787 |
$23,752,000 |
106,537 |
|
Cetera Investment Advisers |
363 |
- |
2024-03-31 |
501,707 |
$21,754,000 |
305,141 |
|
WELLS FARGO & CO/MN |
1082 |
- |
2024-03-31 |
488,966 |
$21,202,000 |
16,782 |
|
CAPTRUST FINANCIAL ADVISORS |
260 |
- |
2024-03-31 |
356,397 |
$15,453,000 |
329,396 |
|
Integrated Wealth Concepts LLC |
120 |
- |
2024-03-31 |
321,688 |
$13,949,000 |
21,482 |
|
CREATIVE PLANNING |
339 |
- |
2024-03-31 |
309,824 |
$13,434,000 |
80,876 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
372 |
- |
2024-03-31 |
292,327 |
$12,675,000 |
18,289 |
|
BANK OF NEW YORK MELLON CORP |
1887 |
- |
2024-03-31 |
267,881 |
$11,615,000 |
11,401 |
|
SUMITOMO LIFE INSURANCE CO |
30 |
- |
2024-03-31 |
273,000 |
$10,551,000 |
44,000 |
|
Laurel Wealth Planning LLC |
4 |
- |
2024-03-31 |
216,198 |
$9,374,000 |
6,413 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
868 |
- |
2024-03-31 |
199,455 |
$8,648,000 |
55,742 |
|
Resources Investment Advisors Inc. |
148 |
- |
2024-03-31 |
190,831 |
$8,274,000 |
21,804 |
|
Brio Consultants LLC |
19 |
- |
2024-03-31 |
170,413 |
$7,389,000 |
1,275 |
|
MERCER GLOBAL ADVISORS INC /ADV |
416 |
- |
2024-03-31 |
139,852 |
$6,064,000 |
34,007 |
|
Foundations Investment Advisors LLC |
121 |
- |
2024-03-31 |
135,346 |
$5,869,000 |
9,751 |
|
HIGHTOWER ADVISORS, LLC |
890 |
- |
2024-03-31 |
135,210 |
$5,787,000 |
2,936 |
|
Column Capital Advisors LLC |
23 |
- |
2023-09-30 |
146,774 |
$5,370,000 |
20,799 |
|
Kestra Advisory Services LLC |
520 |
- |
2024-03-31 |
116,197 |
$5,038,000 |
13,016 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
48 |
- |
2024-03-31 |
98,529 |
$4,272,000 |
4,015 |
|
AdvisorNet Financial Inc |
57 |
- |
2024-03-31 |
91,640 |
$3,974,000 |
71,647 |
|
MULTIFINANCIAL SECURITIES CORP |
569 |
- |
2024-03-31 |
84,276 |
$3,654,000 |
22,387 |
|
PRINCIPAL SECURITIES INC. |
190 |
- |
2024-03-31 |
75,463 |
$3,272,000 |
4,334 |
|
US BANCORP |
694 |
- |
2024-03-31 |
74,289 |
$3,221,000 |
7 |
|
Silver Coast Investments LLC |
15 |
- |
2024-03-31 |
69,935 |
$3,032,000 |
2,120 |
|
Farther Finance Advisors LLC |
102 |
- |
2024-03-31 |
70,127 |
$3,023,000 |
18,763 |
|
Icon Wealth Advisors LLC |
66 |
- |
2024-03-31 |
69,522 |
$3,014,000 |
2,311 |
|
Change Path LLC |
158 |
- |
2024-03-31 |
69,001 |
$2,992,000 |
20,244 |
|
Northwest Capital Management Inc |
22 |
- |
2024-03-31 |
68,232 |
$2,959,000 |
1,784 |
|
West Wealth Group LLC |
18 |
- |
2024-03-31 |
66,089 |
$2,866,000 |
4,470 |
|
LIBERTY WEALTH MANAGEMENT LLC |
42 |
- |
2024-03-31 |
66,040 |
$2,860,000 |
1,183 |
|
Sharkey Howes & Javer |
41 |
- |
2024-03-31 |
64,422 |
$2,793,000 |
4,744 |
|
BB&T CORP |
1120 |
- |
2024-03-31 |
63,808 |
$2,767,000 |
17 |
|
Merit Financial Group LLC |
224 |
- |
2024-03-31 |
64,263 |
$2,759,000 |
6,307 |
|
Sowell Financial Services LLC |
171 |
- |
2024-03-31 |
63,450 |
$2,751,000 |
4,417 |
|
CFS Investment Advisory Services LLC |
39 |
- |
2024-03-31 |
63,021 |
$2,733,000 |
1,571 |
|
Stone House Investment Management LLC |
22 |
- |
2024-03-31 |
60,686 |
$2,631,000 |
14,866 |
|
GOLDMAN SACHS GROUP INC/ |
3035 |
- |
2024-03-31 |
56,761 |
$2,461,000 |
48,796 |
|
Spectrum Wealth Counsel LLC |
68 |
- |
2024-03-31 |
56,102 |
$2,433,000 |
194 |
|
U.S. Capital Wealth Advisors LLC |
203 |
- |
2024-03-31 |
55,809 |
$2,420,000 |
4,908 |
|
RETIREMENT GUYS FORMULA LLC |
17 |
- |
2024-03-31 |
55,714 |
$2,416,000 |
3,032 |
|
Summit X LLC |
34 |
- |
2024-03-31 |
55,591 |
$2,411,000 |
2,465 |
|
Buttonwood Financial Group LLC |
16 |
- |
2024-03-31 |
54,816 |
$2,377,000 |
1,456 |
|
Atomi Financial Group Inc. |
99 |
- |
2024-03-31 |
54,180 |
$2,349,000 |
40,772 |
|
Stonebrook Private Inc. |
39 |
- |
2024-03-31 |
53,430 |
$2,317,000 |
7,801 |
|
Icon Wealth Partners LLC |
78 |
- |
2023-09-30 |
62,264 |
$2,278,000 |
1,681 |
|
Stratos Wealth Advisors LLC |
179 |
- |
2024-03-31 |
52,498 |
$2,276,000 |
821 |
|
Scarborough Advisors LLC |
23 |
- |
2024-03-31 |
51,261 |
$2,223,000 |
649 |
|
BG Investment Services Inc. |
9 |
- |
2022-12-31 |
61,303 |
$2,223,000 |
2,747 |
|
BCJ Capital Management LLC |
125 |
- |
2024-03-31 |
49,385 |
$2,141,000 |
27,800 |
|
NATIONAL ASSET MANAGEMENT, INC. |
355 |
- |
2024-03-31 |
54,265 |
$1,998,000 |
12,381 |
|
Cypress Wealth Services LLC |
53 |
- |
2024-03-31 |
44,161 |
$1,915,000 |
1,269 |
|
One Wealth Advisors LLC |
50 |
- |
2024-03-31 |
42,955 |
$1,863,000 |
2,198 |
|
EQ LLC |
23 |
- |
2024-03-31 |
42,499 |
$1,843,000 |
5,026 |
|
Detalus Advisors LLC |
30 |
- |
2024-03-31 |
42,491 |
$1,842,000 |
1,474 |
|
Keystone Financial Services |
17 |
- |
2023-12-31 |
45,066 |
$1,815,000 |
2,212 |
|
TSA Wealth Managment LLC |
26 |
- |
2024-03-31 |
41,212 |
$1,787,000 |
1,554 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
999 |
- |
2024-03-31 |
39,513 |
$1,713,000 |
1,303 |
|
UMA Financial Services Inc. |
45 |
- |
2024-03-31 |
40,900 |
$1,686,000 |
1,770 |
|
WARNER FINANCIAL INC |
29 |
- |
2024-03-31 |
38,769 |
$1,681,000 |
419 |
|
Apollon Wealth Management LLC |
337 |
- |
2024-03-31 |
37,842 |
$1,641,000 |
1,423 |
|
Derbend Asset Management |
26 |
- |
2024-03-31 |
35,950 |
$1,559,000 |
2,903 |
|
TNF LLC |
24 |
- |
2024-03-31 |
36,050 |
$1,525,000 |
715 |
|
GRIES FINANCIAL LLC |
104 |
- |
2024-03-31 |
34,422 |
$1,493,000 |
1,529 |
|
FTB Advisors Inc. |
217 |
- |
2024-03-31 |
34,057 |
$1,477,000 |
4,319 |
|
PAX Financial Group LLC |
63 |
- |
2024-03-31 |
33,612 |
$1,457,000 |
87 |
|
STRATEGY ASSET MANAGERS LLC |
64 |
- |
2024-03-31 |
32,600 |
$1,414,000 |
208 |
|
WCG Wealth Advisors LLC |
154 |
- |
2024-03-31 |
32,560 |
$1,412,000 |
11,848 |
|
Legacy Financial Group LLC |
45 |
- |
2024-03-31 |
32,462 |
$1,408,000 |
32,462 |
|
Snowden Capital Advisors LLC |
410 |
- |
2024-03-31 |
31,608 |
$1,371,000 |
3,626 |
|
Rockefeller Capital Management L.P. |
1146 |
- |
2024-03-31 |
31,121 |
$1,349,000 |
3,010 |
|
Brookstone Capital Management |
423 |
- |
2024-03-31 |
30,714 |
$1,332,000 |
233 |
|
Forthright Family Wealth Advisory LLC |
26 |
- |
2024-03-31 |
29,148 |
$1,264,000 |
1,453 |
|
Madrona Financial Services LLC |
35 |
- |
2024-03-31 |
29,025 |
$1,259,000 |
1,143 |
|
Apeiron RIA LLC |
56 |
- |
2024-03-31 |
27,766 |
$1,204,000 |
4,694 |
|
ShoreHaven Wealth Partners LLC |
38 |
- |
2024-03-31 |
27,230 |
$1,181,000 |
810 |
|
J.W. COLE ADVISORS INC. |
316 |
- |
2024-03-31 |
26,518 |
$1,150,000 |
1,447 |
|
PROEQUITIES INC. |
261 |
- |
2024-03-31 |
26,400 |
$1,145,000 |
794 |
|
Ascent Group LLC |
263 |
- |
2024-03-31 |
26,378 |
$1,144,000 |
1,666 |
|
DFPG INVESTMENTS INC. |
213 |
- |
2023-12-31 |
28,698 |
$1,139,000 |
1,747 |
|
Aptus Capital Advisors LLC |
363 |
- |
2024-03-31 |
26,107 |
$1,132,000 |
26,107 |
|
GTS SECURITIES LLC |
510 |
- |
2024-03-31 |
25,065 |
$1,087,000 |
19,802 |
|
Bay Harbor Wealth Management LLC |
34 |
- |
2024-03-31 |
24,794 |
$1,075,000 |
1,343 |
|
IFP Advisors Inc |
369 |
- |
2023-12-31 |
26,072 |
$1,050,000 |
86 |
|
Perigon Wealth Management LLC |
367 |
- |
2024-03-31 |
23,554 |
$1,021,000 |
4,224 |
|
Cobblestone Asset Management LLC |
24 |
- |
2024-03-31 |
23,152 |
$1,004,000 |
188 |
|
Simplicity WealthLLC |
530 |
- |
2024-03-31 |
22,202 |
$963,000 |
14,144 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
98 |
- |
2023-12-31 |
23,144 |
$932,000 |
2,889 |
|
Mutual Advisors LLC |
494 |
- |
2024-03-31 |
21,179 |
$918,000 |
3,370 |
|
BEACON FINANCIAL GROUP |
167 |
- |
2024-03-31 |
20,540 |
$891,000 |
6,876 |
|
RSM US WEALTH MANAGEMENT LLC |
306 |
- |
2024-03-31 |
19,886 |
$862,000 |
29 |
|
4J Wealth Management LLC |
29 |
- |
2024-03-31 |
19,008 |
$824,000 |
1,355 |
|
COMERICA SECURITIESINC. |
223 |
- |
2023-09-30 |
22,348 |
$823,000 |
451 |
|
Sigma Planning Corp |
581 |
- |
2024-03-31 |
18,019 |
$781,000 |
12,046 |
|
Mayflower Financial Advisors LLC |
165 |
- |
2024-03-31 |
17,594 |
$763,000 |
1,449 |
|
Spectrum Planning & Advisory Services Inc. |
20 |
- |
2023-12-31 |
18,483 |
$744,000 |
741 |
|
|
100 Records found
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1
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