|
Institutional
Holders
Total
Institutions:
|
151 38 |
|
Total
shares held :
|
43,843,347 |
|
% of shares
held :
|
48.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
104 |
|
Amount
of shares held :
|
12,078,868 |
|
% of shares
held change :
|
13.42% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Forum Financial Management LP |
6 |
- |
2024-03-31 |
14,084,940 |
$359,589,000 |
144,192 |
|
JMG FINANCIAL GROUP, LTD. |
11 |
- |
2024-03-31 |
2,586,958 |
$66,045,000 |
486,256 |
|
CI Private Wealth LLC |
209 |
- |
2024-03-31 |
2,204,969 |
$56,293,000 |
26,214 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
30 |
- |
2024-03-31 |
2,044,048 |
$52,185,000 |
355,743 |
|
Private Ocean LLC |
3 |
- |
2024-03-31 |
2,031,427 |
$51,862,000 |
175,815 |
|
SAVANT CAPITAL MANAGEMENT INC |
31 |
- |
2024-03-31 |
1,964,520 |
$50,154,000 |
400,925 |
|
DiNuzzo Private Wealth Inc. |
8 |
- |
2024-03-31 |
1,511,329 |
$38,584,000 |
19,999 |
|
BRIGHTON JONES LLC |
9 |
- |
2024-03-31 |
1,395,398 |
$35,625,000 |
137,256 |
|
Wescott Financial Advisory Group LLC |
8 |
- |
2024-03-31 |
1,162,403 |
$29,676,000 |
45,088 |
|
Quantum Financial Advisors LLC |
5 |
- |
2024-03-31 |
846,314 |
$21,606,000 |
-29,330 |
|
TCI Wealth Advisors Inc. |
14 |
- |
2024-03-31 |
724,433 |
$18,495,000 |
51,858 |
|
RS CRUM INC. |
7 |
- |
2024-03-31 |
650,531 |
$16,608,000 |
61,555 |
|
LPL FINANCIAL CORP |
1070 |
- |
2024-03-31 |
598,826 |
$15,288,000 |
26,340 |
|
SRS Capital Advisors Inc. |
23 |
- |
2024-03-31 |
588,233 |
$15,018,000 |
12,294 |
|
Index Fund Advisors Inc. |
9 |
- |
2024-03-31 |
536,320 |
$13,692,000 |
69,246 |
|
Summit Financial Strategies Inc. |
13 |
- |
2024-03-31 |
517,460 |
$13,211,000 |
110,149 |
|
Integris Wealth Management LLC |
10 |
- |
2024-03-31 |
512,898 |
$13,094,000 |
21,066 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
76 |
*New |
2024-03-31 |
498,842 |
$12,735,000 |
498,842 |
|
WPWealth LLP |
9 |
- |
2024-03-31 |
496,933 |
$12,687,000 |
61,918 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
14 |
- |
2023-12-31 |
481,678 |
$12,514,000 |
-4,671 |
|
Planning Center Inc. |
11 |
- |
2024-03-31 |
479,783 |
$12,249,000 |
15,160 |
|
Creative Capital Management Investments LLC |
5 |
- |
2024-03-31 |
477,737 |
$12,197,000 |
56,560 |
|
Great Waters Wealth Management |
12 |
- |
2024-03-31 |
436,366 |
$11,140,000 |
40,879 |
|
Syverson Strege & Co |
5 |
- |
2024-03-31 |
422,956 |
$10,798,000 |
62,204 |
|
Private Wealth Management Group LLC |
8 |
- |
2024-03-31 |
407,111 |
$10,394,000 |
33,543 |
|
Resources Investment Advisors Inc. |
138 |
- |
2024-03-31 |
348,682 |
$8,902,000 |
122,514 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
877 |
- |
2024-03-31 |
325,252 |
$8,304,000 |
12,687 |
|
Jentner Corp |
9 |
- |
2024-03-31 |
312,404 |
$7,976,000 |
8,274 |
|
Total Wealth Planning LLC |
19 |
- |
2024-03-31 |
312,364 |
$7,975,000 |
58,767 |
|
Sprinkle Financial Consultants LLC |
4 |
- |
2024-03-31 |
293,292 |
$7,488,000 |
59,982 |
|
New Capital Management LP |
11 |
- |
2024-03-31 |
289,728 |
$7,397,000 |
-75,896 |
|
Apella Capital LLC |
50 |
- |
2024-03-31 |
284,770 |
$7,222,000 |
-74,752 |
|
Peirce Capital Management LLC |
11 |
- |
2024-03-31 |
272,917 |
$6,968,000 |
25,955 |
|
Geometric Wealth Advisors |
3 |
- |
2024-03-31 |
267,182 |
$6,821,000 |
140,890 |
|
ENVESTNET ASSET MANAGEMENT INC |
1768 |
- |
2024-03-31 |
264,944 |
$6,764,000 |
90,016 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
598 |
- |
2024-03-31 |
255,550 |
$6,524,000 |
20,393 |
|
Rather & Kittrell Inc. |
14 |
- |
2024-03-31 |
252,695 |
$6,451,000 |
134,737 |
|
Pathstone Holdings LLC |
445 |
- |
2024-03-31 |
242,658 |
$6,195,000 |
10,374 |
|
Advisory Services & Investments LLC |
11 |
- |
2024-03-31 |
223,570 |
$5,708,000 |
11,366 |
|
Evanson Asset Management LLC |
36 |
- |
2024-03-31 |
206,109 |
$5,262,000 |
44,644 |
|
Corrigan Financial Inc. |
18 |
- |
2024-03-31 |
205,013 |
$5,234,000 |
94,218 |
|
Level Financial Advisors Inc. |
10 |
- |
2024-03-31 |
196,237 |
$5,010,000 |
82,571 |
|
Fundamentun LLC |
58 |
*New |
2024-03-31 |
192,163 |
$4,906,000 |
192,163 |
|
PATHSTONE FAMILY OFFICE, LLC |
282 |
- |
2023-09-30 |
209,177 |
$4,688,000 |
1,702 |
|
AMERICAN INVESTMENT SERVICES INC. |
32 |
- |
2024-03-31 |
176,381 |
$4,503,000 |
26,907 |
|
LAM GROUP INC. |
9 |
- |
2024-03-31 |
167,940 |
$4,288,000 |
124,920 |
|
JANE STREET GROUP LLC |
1424 |
- |
2024-03-31 |
166,604 |
$4,253,000 |
-455,354 |
|
Willow Creek Wealth Management Inc. |
34 |
- |
2023-12-31 |
161,421 |
$4,194,000 |
75,163 |
|
Vestmark Advisory Solutions Inc. |
133 |
- |
2024-03-31 |
162,428 |
$4,147,000 |
31,101 |
|
AdvisorNet Financial Inc |
56 |
- |
2024-03-31 |
159,713 |
$4,077,000 |
57,315 |
|
Tilson Financial Group Inc. |
14 |
- |
2024-03-31 |
157,957 |
$4,033,000 |
29,698 |
|
SJS Investment Consulting Inc. |
12 |
- |
2024-03-31 |
153,021 |
$3,907,000 |
79,971 |
|
Shotwell Rutter Baer Inc |
6 |
- |
2024-03-31 |
152,466 |
$3,867,000 |
1,143 |
|
Rappaport Reiches Capital Management LLC |
16 |
- |
2024-03-31 |
150,257 |
$3,836,000 |
16,226 |
|
Wealth Architects LLC |
32 |
- |
2024-03-31 |
142,625 |
$3,641,000 |
25,946 |
|
Beacon Pointe Advisors LLC |
368 |
- |
2024-03-31 |
140,841 |
$3,596,000 |
26,152 |
|
RFG Advisory Group LLC |
134 |
- |
2024-03-31 |
139,952 |
$3,573,000 |
7,633 |
|
GREAT OAK CAPITAL PARTNERS LLC |
13 |
- |
2024-03-31 |
134,845 |
$3,443,000 |
-60,050 |
|
Waypoint Capital Advisors LLC |
30 |
- |
2024-03-31 |
133,513 |
$3,409,000 |
-7,469 |
|
North Ridge Wealth Advisors Inc. |
13 |
- |
2024-03-31 |
126,924 |
$3,240,000 |
13,297 |
|
LRI Investments LLC |
20 |
- |
2024-03-31 |
123,496 |
$3,065,000 |
0 |
|
Sterling Financial Planning Inc. |
25 |
- |
2024-03-31 |
115,719 |
$2,954,000 |
28,759 |
|
Waypoint Wealth Partners Inc. |
13 |
- |
2024-03-31 |
107,532 |
$2,745,000 |
8,158 |
|
J P MORGAN CHASE & CO |
2806 |
- |
2024-03-31 |
104,734 |
$2,674,000 |
50,805 |
|
Vawter Financial Ltd. |
15 |
- |
2024-03-31 |
102,452 |
$2,616,000 |
7,236 |
|
Chicago Partners Investment Group LLC |
171 |
- |
2024-03-31 |
103,824 |
$2,495,000 |
25 |
|
Goss Wealth Management LLC |
640 |
- |
2024-03-31 |
87,226 |
$2,227,000 |
953 |
|
Krilogy Financial LLC |
107 |
- |
2024-03-31 |
85,195 |
$2,175,000 |
2,977 |
|
COOPER/HAIMS ADVISORS LLC |
17 |
- |
2024-03-31 |
83,275 |
$2,126,000 |
-84,161 |
|
OLD MISSION CAPITAL LLC |
223 |
- |
2024-03-31 |
81,921 |
$2,091,000 |
12,352 |
|
Cherry Tree Wealth Management LLC |
42 |
- |
2024-03-31 |
81,321 |
$2,076,000 |
8,567 |
|
RETIREMENT GUYS FORMULA LLC |
27 |
- |
2024-03-31 |
78,713 |
$2,010,000 |
806 |
|
SOL CAPITAL MANAGEMENT CO |
108 |
- |
2024-03-31 |
78,170 |
$1,996,000 |
-570 |
|
CAPTRUST FINANCIAL ADVISORS |
808 |
*New |
2024-03-31 |
76,858 |
$1,962,000 |
76,858 |
|
Meritas Wealth Management LLC |
15 |
- |
2024-03-31 |
64,482 |
$1,646,000 |
-921 |
|
RENAISSANCE TECHNOLOGIES LLC |
2160 |
- |
2024-03-31 |
63,900 |
$1,631,000 |
46,300 |
|
DAVIDSON D A & CO |
586 |
- |
2024-03-31 |
62,260 |
$1,589,000 |
16,837 |
|
Hill Investment Group Partners LLC |
27 |
- |
2024-03-31 |
61,482 |
$1,570,000 |
-7,213 |
|
Column Capital Advisors LLC |
45 |
- |
2023-09-30 |
67,852 |
$1,521,000 |
10,421 |
|
SAGE RHINO CAPITAL LLC |
60 |
- |
2024-03-31 |
57,982 |
$1,480,000 |
3,506 |
|
CLIENT 1ST ADVISORY GROUP LLC |
26 |
- |
2024-03-31 |
52,852 |
$1,349,000 |
4,325 |
|
Advisor Group Holdings Inc. |
2048 |
- |
2024-03-31 |
51,589 |
$1,317,000 |
16,949 |
|
KM Capital Management Ltd. |
24 |
- |
2024-03-31 |
50,553 |
$1,291,000 |
34,865 |
|
TRIAD FINANCIAL ADVISORS INC. |
23 |
*New |
2023-09-30 |
57,002 |
$1,277,000 |
57,002 |
|
Cypress Point Wealth Management LLC |
36 |
- |
2024-03-31 |
49,883 |
$1,274,000 |
30,618 |
|
QUARRY HILL ADVISORS LLC |
20 |
- |
2024-03-31 |
48,291 |
$1,233,000 |
0 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
48 |
- |
2024-03-31 |
44,590 |
$1,138,000 |
5,730 |
|
Forum Private Client Group LLC |
29 |
- |
2024-03-31 |
43,882 |
$1,120,000 |
3,465 |
|
Betterment LLC |
191 |
- |
2024-03-31 |
43,478 |
$1,110,000 |
16,231 |
|
Sterling Wealth Management Inc. |
31 |
- |
2024-03-31 |
41,210 |
$1,052,000 |
16,642 |
|
Henrickson Nauta Wealth Advisors Inc. |
24 |
- |
2024-03-31 |
41,610 |
$1,018,000 |
11,226 |
|
McNamara Financial Services Inc. |
26 |
- |
2024-03-31 |
39,189 |
$1,000,000 |
5,281 |
|
CREATIVE PLANNING |
1333 |
- |
2024-03-31 |
39,050 |
$997,000 |
1,401 |
|
SC&H Financial Advisors Inc. |
63 |
- |
2024-03-31 |
36,535 |
$933,000 |
1,289 |
|
U.S. Capital Wealth Advisors LLC |
370 |
- |
2024-03-31 |
33,263 |
$849,000 |
890 |
|
Abel Hall LLC |
25 |
- |
2024-03-31 |
32,417 |
$828,000 |
2,276 |
|
STIFEL FINANCIAL CORP |
2324 |
- |
2024-03-31 |
31,058 |
$793,000 |
9,527 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
81 |
- |
2024-03-31 |
30,103 |
$769,000 |
15,222 |
|
W.H. Cornerstone Investments Inc. |
52 |
- |
2024-03-31 |
29,733 |
$759,000 |
12,073 |
|
Trust Co of the South |
57 |
- |
2024-03-31 |
29,614 |
$756,000 |
10,016 |
|
|
100 Records found
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