|
Institutional
Holders
Total
Institutions:
|
69 65 |
|
Total
shares held :
|
8,174,881 |
|
% of shares
held :
|
9.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
65 |
|
Amount
of shares held :
|
8,079,060 |
|
% of shares
held change :
|
8.98% |
|
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 |
FMR LLC |
543 |
- |
2024-03-31 |
12,944,457 |
$381,861,000 |
7,122,581 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
541 |
- |
2024-03-31 |
590,225 |
$17,412,000 |
375,082 |
|
Able Wealth Management LLC |
6 |
- |
2023-12-31 |
159,136 |
$4,230,000 |
0 |
|
LPL FINANCIAL CORP |
1967 |
- |
2024-03-31 |
130,312 |
$3,844,000 |
-12,292 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1149 |
- |
2024-03-31 |
81,475 |
$2,404,000 |
629 |
|
Rollins Financial |
|
*New |
2023-12-31 |
89,767 |
$2,386,000 |
89,767 |
|
AAFCPAs Wealth Management LLC |
13 |
- |
2024-03-31 |
77,988 |
$2,301,000 |
-211 |
|
Rollins Financial Advisors LLC |
32 |
- |
2024-03-31 |
76,037 |
$2,243,000 |
-13,730 |
|
Advisor Group Holdings Inc. |
1612 |
- |
2024-03-31 |
74,765 |
$2,206,000 |
-833,257 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
241 |
- |
2024-03-31 |
67,682 |
$1,997,000 |
0 |
|
ROYAL BANK OF CANADA |
2548 |
- |
2024-03-31 |
64,007 |
$1,888,000 |
35,058 |
|
MML INVESTORS SERVICES LLC |
1087 |
- |
2024-03-31 |
61,138 |
$1,804,000 |
28,880 |
|
LINCOLN NATIONAL CORP |
368 |
- |
2024-03-31 |
57,605 |
$1,699,000 |
17,045 |
|
ENVESTNET ASSET MANAGEMENT INC |
2665 |
- |
2024-03-31 |
57,539 |
$1,697,000 |
10,247 |
|
CITADEL ADVISORS LLC |
2626 |
*New |
2024-03-31 |
52,842 |
$1,559,000 |
52,842 |
|
EP WEALTH ADVISORS, INC. |
369 |
- |
2024-03-31 |
34,961 |
$1,031,000 |
4,474 |
|
MATHER GROUP, INC. |
225 |
- |
2024-03-31 |
36,785 |
$978,000 |
0 |
|
Certified Advisory Corp |
132 |
- |
2024-03-31 |
33,102 |
$977,000 |
14 |
|
SJA Financial Advisory LLC |
25 |
- |
2024-03-31 |
32,422 |
$956,000 |
2,053 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2151 |
*New |
2024-03-31 |
28,829 |
$850,000 |
28,829 |
|
New England Private Wealth Advisors LLC |
82 |
- |
2024-03-31 |
28,200 |
$831,000 |
12,201 |
|
Parallel Advisors LLC |
450 |
- |
2024-03-31 |
21,955 |
$648,000 |
76 |
|
Kestra Advisory Services LLC |
1496 |
- |
2024-03-31 |
21,586 |
$637,000 |
6,838 |
|
MARINER WEALTH ADVISORS, LLC |
2014 |
- |
2024-03-31 |
17,040 |
$503,000 |
2,330 |
|
ABLE Financial Group LLC |
90 |
- |
2024-03-31 |
16,975 |
$501,000 |
0 |
|
MORGAN STANLEY |
5123 |
- |
2024-03-31 |
16,979 |
$501,000 |
-4,981 |
|
CREATIVE PLANNING |
1855 |
- |
2024-03-31 |
16,621 |
$490,000 |
3,735 |
|
Strategic Blueprint LLC |
400 |
- |
2024-03-31 |
15,231 |
$449,000 |
-51 |
|
HPM Partners LLC |
1657 |
- |
2024-03-31 |
15,057 |
$444,000 |
52 |
|
Valeo Financial Advisors LLC |
412 |
- |
2024-03-31 |
15,528 |
$442,000 |
-11 |
|
J P MORGAN CHASE & CO |
3822 |
- |
2024-03-31 |
14,324 |
$423,000 |
-518 |
|
NCM Capital Management LLC |
109 |
- |
2024-03-31 |
13,183 |
$389,000 |
46 |
|
Lido Advisors LLC |
865 |
- |
2024-03-31 |
13,029 |
$384,000 |
1,760 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1318 |
- |
2024-03-31 |
12,667 |
$374,000 |
7,161 |
|
OLD MISSION CAPITAL LLC |
645 |
*New |
2024-03-31 |
12,533 |
$370,000 |
12,533 |
|
HIGHTOWER ADVISORS, LLC |
2617 |
- |
2024-03-31 |
10,448 |
$308,000 |
2,899 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1915 |
- |
2024-03-31 |
9,987 |
$295,000 |
-2,740 |
|
Snowden Capital Advisors LLC |
968 |
- |
2024-03-31 |
9,355 |
$276,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1637 |
*New |
2024-03-31 |
8,869 |
$262,000 |
8,869 |
|
KING WEALTH MANAGEMENT GROUP, LLC |
125 |
- |
2024-03-31 |
8,623 |
$254,000 |
26 |
|
Prosperity Wealth Management Inc. |
125 |
*New |
2024-03-31 |
8,214 |
$242,000 |
8,214 |
|
TD CAPITAL MANAGEMENT LLC |
100 |
- |
2024-03-31 |
7,585 |
$224,000 |
3,635 |
|
PINNACLE ASSOCIATES LTD |
771 |
*New |
2024-03-31 |
7,485 |
$221,000 |
7,485 |
|
WELLS FARGO & CO/MN |
3886 |
- |
2024-03-31 |
7,329 |
$216,000 |
6,797 |
|
ADVISORY SERVICES NETWORK, LLC |
1298 |
- |
2024-03-31 |
7,304 |
$215,000 |
639 |
|
Investment Advisory Group LLC |
153 |
*New |
2024-03-31 |
6,955 |
$205,000 |
6,955 |
|
Leo Wealth LLC |
315 |
*New |
2024-03-31 |
6,902 |
$204,000 |
6,902 |
|
Capital Analysts Inc. |
439 |
- |
2024-03-31 |
6,850 |
$202,000 |
1,787 |
|
US BANCORP |
2130 |
- |
2024-03-31 |
5,226 |
$154,000 |
19 |
|
Financial Perspectives Inc |
164 |
- |
2024-03-31 |
5,077 |
$150,000 |
20 |
|
HANSON MCCLAIN, INC. |
931 |
- |
2024-03-31 |
4,377 |
$129,000 |
1,116 |
|
Kiely Wealth Advisory Group Inc. |
65 |
- |
2024-03-31 |
4,004 |
$115,000 |
12 |
|
Glass Jacobson Investment Advisors llc |
271 |
- |
2024-03-31 |
3,489 |
$103,000 |
12 |
|
AdvisorNet Financial Inc |
624 |
- |
2024-03-31 |
3,453 |
$102,000 |
0 |
|
CWM LLC |
1870 |
- |
2024-03-31 |
3,400 |
$100,000 |
-926 |
|
CAMBRIDGE TRUST CO |
|
*New |
2023-12-31 |
3,581 |
$95,000 |
3,581 |
|
Steward Partners Investment Advisory LLC |
1811 |
- |
2024-03-31 |
3,112 |
$92,000 |
75 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
89 |
*New |
2024-03-31 |
2,452 |
$72,000 |
2,452 |
|
Cape Investment Advisory Inc. |
284 |
*New |
2023-12-31 |
2,676 |
$71,000 |
2,676 |
|
Concord Wealth Partners |
334 |
- |
2024-03-31 |
1,904 |
$56,000 |
6 |
|
Sunbelt Securities Inc. |
835 |
- |
2024-03-31 |
1,889 |
$56,000 |
-3,804 |
|
TOMPKINS FINANCIAL CORP |
340 |
*New |
2024-03-31 |
1,859 |
$55,000 |
1,859 |
|
HARBOUR INVESTMENTS INC. |
1424 |
*New |
2023-12-31 |
2,035 |
$54,000 |
2,035 |
|
McIlrath & Eck LLC |
287 |
- |
2024-03-31 |
1,556 |
$46,000 |
0 |
|
EPG Wealth Management LLC |
322 |
- |
2024-03-31 |
1,507 |
$44,000 |
5 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1684 |
- |
2024-03-31 |
1,224 |
$36,000 |
0 |
|
Signature Resources Capital Management LLC |
122 |
- |
2024-03-31 |
1,091 |
$29,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1807 |
- |
2024-03-31 |
974 |
$29,000 |
3 |
|
Atlantic Trust Group LLC |
1889 |
*New |
2024-03-31 |
993 |
$29,000 |
993 |
|
Ronald Blue Trust Inc. |
1136 |
*New |
2024-03-31 |
897 |
$26,000 |
897 |
|
Dunhill Financial LLC |
158 |
- |
2024-03-31 |
859 |
$25,000 |
2 |
|
Global Retirement Partners LLC |
1740 |
*New |
2024-03-31 |
759 |
$22,000 |
759 |
|
Rosenberg Matthew Hamilton |
535 |
*New |
2024-03-31 |
709 |
$21,000 |
709 |
|
IFP Advisors Inc |
|
*New |
2023-12-31 |
681 |
$18,000 |
681 |
|
Private Ocean LLC |
395 |
- |
2024-03-31 |
232 |
$7,000 |
1 |
|
JNBA FINANCIAL ADVISORS |
504 |
*New |
2024-03-31 |
206 |
$6,000 |
206 |
|
Global Wealth Strategies & Associates |
216 |
*New |
2024-03-31 |
207 |
$6,000 |
207 |
|
Legend Financial Advisors Inc. |
170 |
*New |
2024-03-31 |
99 |
$3,000 |
99 |
|
BSW WEALTH PARTNERS |
298 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,808 |
|
PROEQUITIES INC. |
2467 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
Tradition Wealth Management LLC |
851 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,438 |
|
BP WEALTH MANAGEMENT LLC |
853 |
*Closed |
2024-03-31 |
0 |
$0 |
-28,609 |
|
Glassman Wealth Services |
717 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,789 |
|
DecisionPoint Financial LLC |
271 |
*New |
2024-03-31 |
14 |
$0 |
14 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
149 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,860 |
|
UBS Group AG |
7898 |
*Closed |
2024-03-31 |
0 |
$0 |
-782 |
|
AE Wealth Management LLC |
1558 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,936 |
|
JANE STREET GROUP LLC |
5823 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,594 |
|
Rockbridge Investment Management LCC |
480 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,566 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6511 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,311 |
|
|
90 Records found
|
1
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