|
Institutional
Holders
Total
Institutions:
|
468 9 |
|
Total
shares held :
|
48,839,085 |
|
% of shares
held :
|
54.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
1,597,100 |
|
% of shares
held change :
|
1.77% |
|
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 |
MORGAN STANLEY |
661 |
- |
2024-03-31 |
3,961,506 |
$272,552,000 |
27,561 |
|
Orgel Wealth Management LLC |
8 |
- |
2024-03-31 |
2,434,088 |
$167,465,000 |
105,371 |
|
WELLS FARGO & CO/MN |
424 |
- |
2024-03-31 |
1,680,914 |
$115,647,000 |
2,185 |
|
AMERIPRISE FINANCIAL INC |
539 |
- |
2024-03-31 |
1,428,896 |
$98,326,000 |
61,686 |
|
ROYAL BANK OF CANADA |
578 |
- |
2024-03-31 |
1,099,828 |
$75,667,000 |
69,553 |
|
MANUFACTURERES LIFE INSURANCE CO |
313 |
- |
2024-03-31 |
789,062 |
$54,287,000 |
642,286 |
|
Confluence Wealth Services Inc. |
5 |
- |
2024-03-31 |
784,851 |
$53,998,000 |
100,189 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
273 |
- |
2024-03-31 |
661,469 |
$45,509,000 |
151,351 |
|
CREATIVE PLANNING |
140 |
- |
2024-03-31 |
660,856 |
$45,467,000 |
15,744 |
|
SAGEWORTH TRUST CO |
9 |
- |
2024-03-31 |
658,127 |
$45,279,000 |
28,690 |
|
BANK OF HAWAII |
12 |
- |
2024-03-31 |
573,167 |
$39,434,000 |
2,690 |
|
OLD MISSION CAPITAL LLC |
16 |
- |
2024-03-31 |
451,508 |
$31,064,000 |
261,660 |
|
Equitable Holdings Inc. |
70 |
- |
2024-03-31 |
414,532 |
$28,520,000 |
29,909 |
|
Summit Financial Wealth Advisors LLC |
4 |
- |
2024-03-31 |
387,143 |
$26,635,000 |
5,722 |
|
Barry Investment Advisors LLC |
1 |
- |
2024-03-31 |
371,833 |
$25,582,000 |
13,333 |
|
CITADEL ADVISORS LLC |
745 |
- |
2024-03-31 |
371,781 |
$25,579,000 |
368,658 |
|
Arlington Trust Co LLC |
4 |
- |
2024-03-31 |
343,047 |
$23,602,000 |
12,427 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
30 |
- |
2024-03-31 |
335,495 |
$23,082,000 |
2,136 |
|
Capital Advantage Inc. |
7 |
- |
2024-03-31 |
324,383 |
$22,911,000 |
28,390 |
|
MERCER GLOBAL ADVISORS INC /ADV |
181 |
- |
2024-03-31 |
328,598 |
$22,586,000 |
251,724 |
|
Roble Belko & Company Inc |
10 |
- |
2024-03-31 |
281,960 |
$19,399,000 |
72,099 |
|
JONES FINANCIAL COMPANIES LLLP |
84 |
- |
2024-03-31 |
272,676 |
$18,760,000 |
43,309 |
|
PNC FINANCIAL SERVICES GROUP INC |
410 |
- |
2024-03-31 |
261,249 |
$17,974,000 |
5,897 |
|
SEI INVESTMENTS CO |
654 |
- |
2024-03-31 |
255,471 |
$17,576,000 |
76,414 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
14 |
- |
2024-03-31 |
237,656 |
$16,351,000 |
3,103 |
|
SWAN Capital LLC |
4 |
- |
2024-03-31 |
232,183 |
$15,974,000 |
17,218 |
|
BB&T CORP |
487 |
- |
2024-03-31 |
231,161 |
$15,904,000 |
7,162 |
|
LS INVESTMENT ADVISORS, LLC |
9 |
- |
2024-03-31 |
216,253 |
$14,878,000 |
9,591 |
|
Pathstone Holdings LLC |
214 |
- |
2024-03-31 |
207,146 |
$14,252,000 |
17 |
|
MARINER WEALTH ADVISORS, LLC |
412 |
- |
2024-03-31 |
206,380 |
$14,199,000 |
42,809 |
|
Main Line Retirement Advisors LLC |
2 |
- |
2024-03-31 |
200,977 |
$13,823,000 |
10,568 |
|
Baird Financial Group Inc. |
416 |
- |
2024-03-31 |
192,828 |
$13,267,000 |
3,343 |
|
KWMG LLC |
19 |
- |
2024-03-31 |
183,714 |
$12,639,000 |
1,429 |
|
ATRIA INVESTMENTS LLC |
125 |
- |
2023-12-31 |
180,510 |
$12,002,000 |
1,469 |
|
AAFCPAs Wealth Management LLC |
6 |
- |
2024-03-31 |
166,751 |
$11,472,000 |
11,509 |
|
REGIMEN WEALTH LLC |
11 |
- |
2024-03-31 |
155,401 |
$10,688,000 |
2,405 |
|
Archetype Wealth Partners LLC |
13 |
- |
2024-03-31 |
154,256 |
$10,613,000 |
15,688 |
|
Ackerman Capital Advisors LLC |
9 |
- |
2024-03-31 |
154,236 |
$10,611,000 |
111 |
|
TCG Advisory Services LLC |
47 |
- |
2024-03-31 |
153,827 |
$10,583,000 |
69,591 |
|
EQUITABLE TRUST CO |
30 |
- |
2024-03-31 |
151,359 |
$10,413,000 |
21,763 |
|
Integrated Advisors Network LLC |
38 |
- |
2024-03-31 |
151,094 |
$10,395,000 |
6,280 |
|
Prentice Wealth Management LLC |
9 |
- |
2024-03-31 |
132,331 |
$9,104,000 |
4,651 |
|
CITIGROUP INC |
930 |
- |
2024-03-31 |
130,596 |
$8,985,000 |
3,445 |
|
Fort Point Capital Partners LLC |
19 |
- |
2024-03-31 |
124,405 |
$8,559,000 |
8,076 |
|
Capital Advisors Wealth Management LLC |
16 |
- |
2024-03-31 |
121,513 |
$8,360,000 |
5,963 |
|
Lumbard Investment Counseling LLC |
2 |
- |
2024-03-31 |
118,771 |
$8,171,000 |
2,782 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
149 |
- |
2024-03-31 |
108,202 |
$7,444,000 |
5,418 |
|
Meeder Advisory Services Inc. |
23 |
- |
2024-03-31 |
107,817 |
$7,418,000 |
2,830 |
|
Cedar Mountain Advisors LLC |
14 |
- |
2024-03-31 |
105,101 |
$7,231,000 |
2,801 |
|
Pinnacle Financial Group LLC / IL |
10 |
- |
2024-03-31 |
100,095 |
$6,887,000 |
22,478 |
|
FINANCIAL NETWORK |
505 |
- |
2024-03-31 |
99,058 |
$6,815,000 |
3,025 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
623 |
- |
2024-03-31 |
92,795 |
$6,384,000 |
10,619 |
|
Certified Advisory Corp |
38 |
- |
2024-03-31 |
83,104 |
$5,718,000 |
3,528 |
|
Wedmont Private Capital |
36 |
- |
2024-03-31 |
82,167 |
$5,689,000 |
4,593 |
|
Atria Wealth Solutions Inc. |
305 |
- |
2024-03-31 |
81,245 |
$5,590,000 |
12,498 |
|
SWEENEY & MICHEL LLC |
11 |
- |
2024-03-31 |
78,369 |
$5,557,000 |
6,668 |
|
Guardian Financial Partners LLC |
8 |
- |
2024-03-31 |
79,172 |
$5,447,000 |
13,354 |
|
Dai-Ichi Life Insurance Company Ltd |
159 |
- |
2024-03-31 |
78,197 |
$5,380,000 |
8,493 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
65 |
- |
2024-03-31 |
75,328 |
$5,183,000 |
2,295 |
|
FINANCIAL ARCHITECTS INC |
29 |
- |
2023-06-30 |
76,047 |
$4,806,000 |
2,722 |
|
PRINCIPAL SECURITIES INC. |
132 |
- |
2024-03-31 |
69,357 |
$4,772,000 |
6,508 |
|
S. R. Schill & Associates |
11 |
- |
2024-03-31 |
66,140 |
$4,550,000 |
45 |
|
WNY Asset Management LLC |
31 |
- |
2024-03-31 |
65,742 |
$4,523,000 |
24 |
|
Clarity Wealth Advisors LLC |
23 |
- |
2024-03-31 |
61,481 |
$4,230,000 |
10,033 |
|
First PREMIER Bank |
29 |
- |
2024-03-31 |
57,166 |
$3,933,000 |
23,630 |
|
RENAISSANCE TECHNOLOGIES LLC |
1567 |
- |
2024-03-31 |
57,100 |
$3,928,000 |
6,311 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
247 |
- |
2024-03-31 |
56,236 |
$3,869,000 |
1,983 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
22 |
- |
2024-03-31 |
56,215 |
$3,868,000 |
2,143 |
|
Goss Wealth Management LLC |
472 |
- |
2024-03-31 |
55,691 |
$3,832,000 |
9,261 |
|
Wealthcare Advisory Partners LLC |
136 |
- |
2024-03-31 |
55,250 |
$3,801,000 |
327 |
|
Investment Advisory Group LLC |
19 |
- |
2024-03-31 |
53,547 |
$3,684,000 |
1,552 |
|
BCS Wealth Management |
20 |
- |
2024-03-31 |
50,148 |
$3,450,000 |
5,088 |
|
COURIER CAPITAL CORP |
86 |
- |
2024-03-31 |
49,912 |
$3,434,000 |
11,784 |
|
Heartwood Wealth Advisors LLC |
33 |
- |
2024-03-31 |
49,004 |
$3,371,000 |
1,616 |
|
Sageworth Trust Co of South Dakota |
3 |
- |
2024-03-31 |
48,449 |
$3,333,000 |
9,769 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
32 |
- |
2024-03-31 |
45,178 |
$3,108,000 |
510 |
|
JFS WEALTH ADVISORS, LLC |
60 |
- |
2024-03-31 |
44,646 |
$3,072,000 |
737 |
|
High Net Worth Advisory Group LLC |
28 |
- |
2024-03-31 |
41,710 |
$2,870,000 |
4,282 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
936 |
- |
2024-03-31 |
41,545 |
$2,858,000 |
3,950 |
|
Orion Portfolio Solutions LLC |
509 |
- |
2024-03-31 |
40,461 |
$2,784,000 |
4,342 |
|
Kestra Advisory Services LLC |
751 |
- |
2024-03-31 |
39,496 |
$2,717,000 |
2,933 |
|
Mayfair Advisory Group LLC |
11 |
- |
2024-03-31 |
38,290 |
$2,634,000 |
5,105 |
|
180 WEALTH ADVISORS LLC |
54 |
- |
2024-03-31 |
37,979 |
$2,613,000 |
1,838 |
|
MARINO STRAM & ASSOCIATES LLC |
31 |
- |
2024-03-31 |
37,018 |
$2,547,000 |
10,224 |
|
FIRST CITIZENS BANK & TRUST CO |
173 |
- |
2024-03-31 |
35,003 |
$2,408,000 |
2,762 |
|
Stokes Family Office LLC |
74 |
- |
2024-03-31 |
34,940 |
$2,404,000 |
87 |
|
Southland Equity Partners LLC |
33 |
- |
2024-03-31 |
34,039 |
$2,342,000 |
826 |
|
Interchange Capital Partners LLC |
13 |
- |
2024-03-31 |
33,290 |
$2,293,000 |
695 |
|
CoreFirst Bank & Trust |
17 |
- |
2024-03-31 |
33,268 |
$2,289,000 |
684 |
|
MISSION WEALTH MANAGEMENT LLC |
159 |
- |
2024-03-31 |
33,179 |
$2,283,000 |
27,931 |
|
Carnick & Kubik Group LLC |
94 |
- |
2024-03-31 |
32,261 |
$2,220,000 |
14,848 |
|
Zhang Financial LLC |
79 |
- |
2024-03-31 |
32,025 |
$2,203,000 |
4,041 |
|
MULTIFINANCIAL SECURITIES CORP |
787 |
- |
2024-03-31 |
30,630 |
$2,107,000 |
4,050 |
|
MOTCO |
115 |
- |
2024-03-31 |
27,984 |
$1,925,000 |
373 |
|
Wealthfront Advisers LLC |
497 |
- |
2024-03-31 |
26,957 |
$1,855,000 |
7,716 |
|
Smartleaf Asset Management LLC |
58 |
- |
2024-03-31 |
27,173 |
$1,804,000 |
3,863 |
|
VALMARK ADVISERS INC |
182 |
- |
2024-03-31 |
25,819 |
$1,776,000 |
4,717 |
|
Glass Jacobson Investment Advisors llc |
51 |
- |
2024-03-31 |
24,815 |
$1,707,000 |
1,449 |
|
PRECEDENT WEALTH PARTNERS LLC |
30 |
- |
2024-03-31 |
24,482 |
$1,684,000 |
138 |
|
Eudaimonia Partners LLC |
55 |
- |
2024-03-31 |
24,484 |
$1,684,000 |
1,482 |
|
|
100 Records found
|
1
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