|
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 |
ENVESTNET ASSET MANAGEMENT INC |
181 |
- |
2024-03-31 |
6,703,808 |
$290,677,000 |
-290,022 |
|
BANK OF AMERICA CORP /DE/ |
578 |
- |
2024-03-31 |
5,060,070 |
$219,405,000 |
-1,180,430 |
|
MORGAN STANLEY |
1486 |
- |
2024-03-31 |
1,558,923 |
$67,595,000 |
-121,838 |
|
Envestnet Portfolio Solutions Inc. |
78 |
- |
2024-03-31 |
964,404 |
$41,817,000 |
-12,633 |
|
BLACKROCK INC. |
2555 |
- |
2024-03-31 |
873,663 |
$37,882,000 |
-147,804 |
|
PARK AVENUE SECURITIES LLC |
38 |
- |
2024-03-31 |
697,796 |
$30,256,000 |
-74,721 |
|
HSBC HOLDINGS PLC |
554 |
- |
2024-03-31 |
679,317 |
$29,455,000 |
-1,417 |
|
MML INVESTORS SERVICES LLC |
199 |
- |
2024-03-31 |
623,414 |
$27,031,000 |
-31,786 |
|
AMERIPRISE FINANCIAL INC |
1196 |
- |
2024-03-31 |
543,106 |
$23,570,000 |
-74,478 |
|
JANNEY MONTGOMERY SCOTT LLC |
332 |
- |
2024-03-31 |
450,263 |
$19,523,000 |
-14,723 |
|
Advisor Group Holdings Inc. |
524 |
- |
2024-03-31 |
336,068 |
$14,580,000 |
-688,924 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
653 |
- |
2024-03-31 |
315,916 |
$13,698,000 |
-6,328 |
|
FINANCIAL NETWORK |
359 |
- |
2024-03-31 |
249,047 |
$10,799,000 |
-6,380 |
|
STIFEL FINANCIAL CORP |
786 |
- |
2024-03-31 |
247,850 |
$10,747,000 |
-3,970 |
|
JB Capital LLC |
28 |
- |
2024-03-31 |
240,553 |
$10,430,000 |
-23,995 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
183 |
- |
2024-03-31 |
225,754 |
$9,789,000 |
-16,752 |
|
PATTON ALBERTSON & MILLER, LLC |
17 |
- |
2024-03-31 |
213,066 |
$9,239,000 |
-42,492 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
23 |
- |
2024-03-31 |
188,960 |
$8,193,000 |
-34,277 |
|
WEALTH MANAGEMENT RESOURCES INC. |
13 |
- |
2024-03-31 |
181,604 |
$7,874,000 |
-5,724 |
|
Goss Wealth Management LLC |
276 |
- |
2024-03-31 |
173,986 |
$7,544,000 |
-7,054 |
|
ROYAL BANK OF CANADA |
1689 |
- |
2024-03-31 |
167,085 |
$7,245,000 |
-16,240 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
587 |
- |
2024-03-31 |
160,395 |
$6,955,000 |
-28,679 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
736 |
- |
2024-03-31 |
148,316 |
$6,431,000 |
-1,002 |
|
WEALTHSOURCE PARTNERS LLC |
44 |
- |
2023-12-31 |
149,697 |
$6,028,000 |
-11,748 |
|
AE Wealth Management LLC |
270 |
- |
2024-03-31 |
132,931 |
$5,764,000 |
-119,117 |
|
UBS Group AG |
2076 |
- |
2024-03-31 |
129,743 |
$5,626,000 |
-14,840 |
|
Arden Trust Co |
34 |
- |
2024-03-31 |
129,504 |
$5,615,000 |
-548 |
|
Atria Wealth Solutions Inc. |
347 |
- |
2024-03-31 |
111,039 |
$4,815,000 |
-8,486 |
|
ATRIA INVESTMENTS LLC |
363 |
- |
2024-03-31 |
105,838 |
$4,589,000 |
-3,685 |
|
Stokes Family Office LLC |
54 |
- |
2024-03-31 |
89,579 |
$3,884,000 |
-815 |
|
Pettinga Financial Advisors LLC |
28 |
- |
2024-03-31 |
88,115 |
$3,821,000 |
-661 |
|
Austin Private Wealth LLC |
36 |
- |
2024-03-31 |
86,556 |
$3,738,000 |
-6,329 |
|
RAYMOND JAMES & ASSOCIATES |
1884 |
- |
2024-03-31 |
71,257 |
$3,090,000 |
-54,729 |
|
Horst & Graben Wealth Management LLC |
29 |
- |
2024-03-31 |
70,882 |
$3,073,000 |
-2,536 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
619 |
- |
2023-09-30 |
82,640 |
$3,024,000 |
-11,865 |
|
Shira Ridge Wealth Management |
15 |
- |
2024-03-31 |
69,587 |
$3,017,000 |
-9,390 |
|
PRUDENTIAL FINANCIAL INC |
1207 |
- |
2024-03-31 |
69,503 |
$3,014,000 |
-14,947 |
|
Invst LLC |
51 |
- |
2024-03-31 |
64,488 |
$2,780,000 |
-6,468 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
55 |
- |
2024-03-31 |
63,121 |
$2,737,000 |
-32,473 |
|
High Falls Advisors Inc |
27 |
- |
2024-03-31 |
60,904 |
$2,641,000 |
-214 |
|
Ronald Blue Trust Inc. |
93 |
- |
2024-03-31 |
58,908 |
$2,554,000 |
-5,367 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
316 |
- |
2024-03-31 |
58,836 |
$2,551,000 |
-12,901 |
|
H D Vest Advisory Services |
477 |
- |
2024-03-31 |
58,785 |
$2,549,000 |
-1,839 |
|
Orion Portfolio Solutions LLC |
587 |
- |
2024-03-31 |
53,922 |
$2,338,000 |
-1,261 |
|
Steward Partners Investment Advisory LLC |
553 |
- |
2024-03-31 |
50,452 |
$2,188,000 |
-3,238 |
|
MONEY CONCEPTS CAPITAL CORP |
142 |
- |
2024-03-31 |
47,003 |
$2,038,000 |
-1,192 |
|
Steel Peak Wealth Management LLC |
160 |
- |
2024-03-31 |
46,856 |
$2,032,000 |
-3,798 |
|
Strategic Blueprint LLC |
146 |
- |
2024-03-31 |
45,505 |
$1,973,000 |
-7,624 |
|
ADVISORY SERVICES NETWORK, LLC |
494 |
- |
2024-03-31 |
39,928 |
$1,731,000 |
-16,412 |
|
Keebeck Wealth Management LLC |
107 |
- |
2024-03-31 |
39,669 |
$1,720,000 |
-3,430 |
|
Private Advisor Group LLC |
901 |
- |
2024-03-31 |
38,015 |
$1,648,000 |
-1,528 |
|
ONE Advisory Partners LLC |
22 |
- |
2024-03-31 |
37,010 |
$1,605,000 |
-113 |
|
Day & Ennis LLC |
40 |
- |
2023-12-31 |
39,822 |
$1,604,000 |
-1,057 |
|
Wealth Alliance |
102 |
- |
2024-03-31 |
36,781 |
$1,595,000 |
-3,653 |
|
Financial Partners Group Inc |
50 |
- |
2024-03-31 |
34,599 |
$1,500,000 |
-127,194 |
|
VCI Wealth Management LLC |
30 |
- |
2024-03-31 |
32,605 |
$1,414,000 |
-5,671 |
|
NORTHERN TRUST CORP |
3153 |
- |
2024-03-31 |
32,086 |
$1,391,000 |
-29,002 |
|
JOURNEY STRATEGIC WEALTH LLC |
60 |
- |
2024-03-31 |
30,398 |
$1,318,000 |
-29,764 |
|
CI Private Wealth LLC |
1239 |
- |
2024-03-31 |
28,110 |
$1,219,000 |
-57 |
|
Cardinal Strategic Wealth Guidance |
21 |
- |
2024-03-31 |
26,461 |
$1,147,000 |
-270 |
|
Sentinus LLC |
47 |
- |
2024-03-31 |
25,443 |
$1,103,000 |
-8,275 |
|
SWMG LLC |
36 |
- |
2024-03-31 |
25,171 |
$1,091,000 |
-4,812 |
|
Intercontinental Wealth Advisors LLC |
89 |
- |
2023-06-30 |
27,641 |
$1,080,000 |
-360 |
|
Fiduciary Alliance LLC |
89 |
- |
2024-03-31 |
24,454 |
$1,054,000 |
-25,001 |
|
Scissortail Wealth Management LLC |
62 |
- |
2024-03-31 |
22,726 |
$985,000 |
-237 |
|
Emerald Investment Partners LLC |
145 |
- |
2024-03-31 |
22,330 |
$968,000 |
-4,280 |
|
HARBOUR INVESTMENTS INC. |
371 |
- |
2023-12-31 |
23,844 |
$960,000 |
-2,487 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
743 |
- |
2024-03-31 |
20,650 |
$895,000 |
-681 |
|
Cresset Asset Management LLC |
1031 |
- |
2024-03-31 |
19,995 |
$867,000 |
-711 |
|
RFG Advisory Group LLC |
386 |
- |
2024-03-31 |
19,360 |
$839,000 |
-7,579 |
|
Spire Wealth Management |
416 |
- |
2024-03-31 |
18,738 |
$812,000 |
-417 |
|
IHT Wealth Management LLC |
486 |
- |
2024-03-31 |
18,350 |
$796,000 |
-611 |
|
SHEETS SMITH & ASSOCIATES INC |
185 |
- |
2024-03-31 |
17,897 |
$776,000 |
-3,338 |
|
Capital Analysts Inc. |
275 |
- |
2024-03-31 |
17,647 |
$765,000 |
-1,704 |
|
TOWNSQUARE CAPITAL LLC |
726 |
- |
2024-03-31 |
17,565 |
$762,000 |
-750 |
|
REGAL INVESTMENT ADVISORS, LLC |
291 |
- |
2024-03-31 |
17,101 |
$741,000 |
-6,105 |
|
FLOW TRADERS U.S. LLC |
386 |
- |
2024-03-31 |
15,920 |
$690,000 |
-18,025 |
|
SigFig Wealth Management LLC |
104 |
- |
2024-03-31 |
15,549 |
$674,000 |
-746 |
|
Werba Rubin Papier Wealth Management |
62 |
- |
2024-03-31 |
15,323 |
$664,000 |
-145 |
|
Concurrent Investment Advisors LLC |
484 |
- |
2024-03-31 |
14,280 |
$619,000 |
-2,021 |
|
One Wealth Management Investment & Advisory Servic |
62 |
- |
2024-03-31 |
14,255 |
$618,000 |
-572 |
|
Certus Wealth Management LLC |
37 |
- |
2024-03-31 |
14,252 |
$612,000 |
-801 |
|
Csenge Advisory Group |
383 |
- |
2024-03-31 |
13,995 |
$607,000 |
-194 |
|
Maxwell Wealth Strategies Inc. |
73 |
- |
2024-03-31 |
13,835 |
$606,000 |
-3,935 |
|
Tradition Wealth Management LLC |
199 |
- |
2024-03-31 |
13,544 |
$587,000 |
-32 |
|
Streettalk Advisors LLC |
242 |
- |
2024-03-31 |
13,033 |
$565,000 |
-1,156 |
|
FIRETHORN WEALTH PARTNERS LLC |
70 |
- |
2024-03-31 |
12,944 |
$561,000 |
-47 |
|
NATIONAL BANK OF CANADA /FI/ |
1066 |
- |
2024-03-31 |
12,300 |
$544,000 |
-1,730 |
|
LINCOLN NATIONAL CORP |
712 |
- |
2024-03-31 |
12,335 |
$535,000 |
-1,125 |
|
Mount Yale Investment Advisors LLC |
342 |
- |
2024-03-31 |
12,119 |
$525,000 |
-2,832 |
|
Hoxton Planning & Management LLC |
81 |
- |
2024-03-31 |
11,900 |
$516,000 |
-32 |
|
Sunbelt Securities Inc. |
318 |
- |
2024-03-31 |
11,580 |
$502,000 |
-57 |
|
HANSON MCCLAIN, INC. |
546 |
- |
2024-03-31 |
11,477 |
$498,000 |
-6,667 |
|
Baird Financial Group Inc. |
1404 |
- |
2024-03-31 |
10,821 |
$469,000 |
-122 |
|
Arete Wealth Advisors LLC |
300 |
- |
2024-03-31 |
10,681 |
$463,000 |
-293 |
|
Allen Capital Group LLC |
136 |
- |
2024-03-31 |
10,163 |
$441,000 |
-3,004 |
|
Avestar Capital LLC |
233 |
- |
2024-03-31 |
9,941 |
$431,000 |
-334 |
|
Shared Vision Wealth Group LLC |
49 |
- |
2024-03-31 |
9,950 |
$431,000 |
-2,263 |
|
Moors & Cabot Inc. |
562 |
- |
2024-03-31 |
9,472 |
$411,000 |
-370 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
96 |
- |
2023-12-31 |
10,075 |
$406,000 |
-1,471 |
|
|
100 Records found
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1
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