|
Institutional
Holders
Total
Institutions:
|
240 35 |
|
Total
shares held :
|
60,725,593 |
|
% of shares
held :
|
67.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
113 |
|
Amount
of shares held :
|
10,123,144 |
|
% of shares
held change :
|
11.25% |
|
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 |
TOWNSQUARE CAPITAL LLC |
20 |
- |
2024-03-31 |
1,157,600 |
$61,202,000 |
-5,790 |
|
ROYAL BANK OF CANADA |
755 |
- |
2024-03-31 |
829,039 |
$43,831,000 |
-2,215 |
|
Beaumont Financial Advisors LLC |
9 |
- |
2024-03-31 |
529,410 |
$27,990,000 |
-12,117 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
237 |
- |
2023-09-30 |
633,570 |
$27,415,000 |
-43,075 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
4 |
- |
2024-03-31 |
502,374 |
$26,561,000 |
-37,229 |
|
ROOF EIDAM & MAYCOCK/ADV |
2 |
- |
2024-03-31 |
493,720 |
$26,103,000 |
-5,633 |
|
IFP Advisors Inc |
9 |
- |
2023-12-31 |
464,442 |
$22,228,000 |
-4,391 |
|
BANK OF NEW YORK MELLON CORP |
1524 |
- |
2024-03-31 |
411,293 |
$21,745,000 |
-27,272 |
|
COMERICA BANK |
244 |
- |
2024-03-31 |
351,604 |
$18,589,000 |
-45,707 |
|
FTB Advisors Inc. |
67 |
- |
2024-03-31 |
305,284 |
$16,140,000 |
-2,216 |
|
PARK AVENUE SECURITIES LLC |
85 |
- |
2024-03-31 |
252,044 |
$13,326,000 |
-30,475 |
|
STIFEL FINANCIAL CORP |
745 |
- |
2024-03-31 |
225,351 |
$11,914,000 |
-75,035 |
|
Personal Resources Investment & Strategic Manageme |
14 |
- |
2024-03-31 |
224,535 |
$11,871,000 |
-16,517 |
|
FIRST CITIZENS BANK & TRUST CO |
59 |
- |
2024-03-31 |
209,828 |
$11,094,000 |
-5,082,849 |
|
Envestnet Portfolio Solutions Inc. |
217 |
- |
2024-03-31 |
204,476 |
$10,811,000 |
-5,373,619 |
|
BP WEALTH MANAGEMENT LLC |
108 |
- |
2024-03-31 |
192,691 |
$10,188,000 |
-6,417 |
|
Concord Wealth Partners |
15 |
- |
2024-03-31 |
173,656 |
$9,181,000 |
-16,232 |
|
Redhawk Wealth Advisors Inc. |
20 |
- |
2024-03-31 |
123,936 |
$6,552,000 |
-5,215 |
|
ENZI WEALTH |
11 |
- |
2024-03-31 |
126,774 |
$6,394,000 |
-8,078 |
|
GRT CAPITAL PARTNERS LLC |
8 |
- |
2024-03-31 |
115,637 |
$6,114,000 |
-3,344 |
|
Intelligence Driven Advisers LLC |
19 |
- |
2024-03-31 |
115,566 |
$6,110,000 |
-2,013 |
|
MorganRosel Wealth Management LLC |
15 |
- |
2024-03-31 |
106,677 |
$5,640,000 |
-4,861 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
92,107 |
$4,870,000 |
-6,376 |
|
MN Wealth Advisors LLC |
9 |
- |
2024-03-31 |
90,660 |
$4,793,000 |
-8,108 |
|
Integrated Capital Management Inc. |
10 |
- |
2024-03-31 |
90,163 |
$4,767,000 |
-14,210 |
|
Equitable Holdings Inc. |
272 |
- |
2024-03-31 |
79,812 |
$4,220,000 |
-254,665 |
|
RENAISSANCE TECHNOLOGIES LLC |
1616 |
- |
2024-03-31 |
69,400 |
$3,669,000 |
-77,500 |
|
Kathmere Capital Management LLC |
48 |
- |
2024-03-31 |
59,625 |
$3,152,000 |
-211 |
|
Integrated Wealth Concepts LLC |
401 |
- |
2024-03-31 |
52,508 |
$2,776,000 |
-21,062 |
|
Econ Financial Services Corp |
18 |
- |
2024-03-31 |
48,505 |
$2,564,000 |
-14,911 |
|
H D Vest Advisory Services |
487 |
- |
2024-03-31 |
46,319 |
$2,449,000 |
-992 |
|
Fifth Third Securities Inc. |
97 |
- |
2024-03-31 |
45,746 |
$2,419,000 |
-802 |
|
INTRUST BANK NA |
80 |
- |
2024-03-31 |
43,068 |
$2,277,000 |
-3,136 |
|
Ronald Blue Trust Inc. |
108 |
- |
2024-03-31 |
41,624 |
$2,201,000 |
-11,386 |
|
RETIREMENT PLANNING GROUP |
62 |
- |
2024-03-31 |
40,987 |
$2,167,000 |
-1,304 |
|
MASSMUTUAL TRUST CO FSB/ADV |
196 |
- |
2024-03-31 |
35,020 |
$1,852,000 |
-3,278 |
|
Sontag Advisory LLC |
228 |
- |
2024-03-31 |
32,139 |
$1,699,000 |
-1,569 |
|
WJ Wealth Management LLC |
37 |
- |
2024-03-31 |
28,244 |
$1,493,000 |
-71,142 |
|
Herold Advisors Inc. |
83 |
- |
2024-03-31 |
26,471 |
$1,400,000 |
-2,733 |
|
Apollon Wealth Management LLC |
381 |
- |
2024-03-31 |
25,444 |
$1,345,000 |
-111 |
|
Fort Point Capital Partners LLC |
104 |
- |
2024-03-31 |
21,093 |
$1,115,000 |
-133 |
|
MBE Wealth Management LLC |
27 |
- |
2024-03-31 |
19,096 |
$1,010,000 |
-8,577 |
|
Cetera Investment Advisers |
908 |
- |
2024-03-31 |
18,344 |
$970,000 |
-73,589 |
|
Apexium Financial LP |
98 |
- |
2024-03-31 |
17,864 |
$944,000 |
-636 |
|
Financial Network Wealth Advisors LLC |
30 |
- |
2024-03-31 |
17,835 |
$943,000 |
-261 |
|
Jackson Wealth Management LLC |
71 |
- |
2023-12-31 |
19,353 |
$926,000 |
-558 |
|
Private Ocean LLC |
65 |
- |
2024-03-31 |
17,059 |
$902,000 |
-3,397 |
|
Emerald Investment Partners LLC |
156 |
- |
2024-03-31 |
15,960 |
$844,000 |
-4,910 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
103 |
- |
2023-12-31 |
17,606 |
$843,000 |
-623 |
|
3Chopt Investment Partners LLC |
62 |
- |
2024-03-31 |
15,094 |
$798,000 |
-690 |
|
First Citizens Asset Management Inc. |
18 |
- |
2024-03-31 |
15,018 |
$794,000 |
-398,722 |
|
Family Asset Management LLC |
57 |
- |
2024-03-31 |
12,370 |
$654,000 |
-102 |
|
NWAM LLC |
295 |
- |
2024-03-31 |
11,926 |
$612,000 |
-5,118 |
|
Teamwork Financial Advisors LLC |
97 |
- |
2024-03-31 |
11,149 |
$589,000 |
-899 |
|
Integrity Advisory LLC |
35 |
- |
2022-12-31 |
15,210 |
$589,000 |
-3,138 |
|
DFPG INVESTMENTS INC. |
370 |
- |
2023-12-31 |
11,907 |
$562,000 |
-962 |
|
INTERACTIVE FINANCIAL ADVISORS |
56 |
- |
2024-03-31 |
10,218 |
$540,000 |
-55,756 |
|
PFG Advisors |
401 |
- |
2024-03-31 |
8,967 |
$474,000 |
-387 |
|
CI Private Wealth LLC |
1684 |
- |
2024-03-31 |
8,435 |
$446,000 |
-305 |
|
Security Financial Services INC. |
121 |
- |
2024-03-31 |
7,242 |
$383,000 |
-853 |
|
Windsor Group LTD |
112 |
- |
2023-09-30 |
8,629 |
$373,000 |
-66 |
|
WAGNER CAPITAL MANAGEMENT CORP |
259 |
- |
2024-03-31 |
5,859 |
$310,000 |
-79 |
|
Y-Intercept (Hong Kong) Ltd |
993 |
- |
2024-03-31 |
5,182 |
$274,000 |
-10,007 |
|
BAKER TILLY FINANCIAL LLC |
367 |
- |
2024-03-31 |
4,919 |
$260,000 |
-3,449 |
|
Wallace Advisory Group LLC |
135 |
- |
2024-03-31 |
5,227 |
$250,000 |
-41 |
|
DRIVE WEALTH MANAGEMENT LLC |
264 |
- |
2024-03-31 |
4,386 |
$232,000 |
-47 |
|
Orion Portfolio Solutions LLC |
1566 |
- |
2024-03-31 |
4,249 |
$225,000 |
-2,022 |
|
REGIMEN WEALTH LLC |
59 |
- |
2024-03-31 |
3,920 |
$207,000 |
-1,601 |
|
Parallel Advisors LLC |
940 |
- |
2024-03-31 |
3,054 |
$161,000 |
-1,438 |
|
SRS Capital Advisors Inc. |
860 |
- |
2024-03-31 |
122 |
$6,000 |
-166 |
|
LGT Financial Advisors LLC |
613 |
- |
2024-03-31 |
104 |
$5,000 |
-24 |
|
|
71 Records found
|
1
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