|
Institutional
Holders
Total
Institutions:
|
176 6 |
|
Total
shares held :
|
13,013,302 |
|
% of shares
held :
|
11.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-576,715 |
|
% of shares
held change :
|
-0.53% |
|
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 |
BANK OF AMERICA CORP /DE/ |
501 |
- |
2024-03-31 |
3,654,833 |
$278,791,000 |
-300,035 |
|
TIAA TRUST NATIONAL ASSOCIATION |
40 |
- |
2024-03-31 |
2,499,671 |
$190,675,000 |
110,463 |
|
TIAA FSB |
35 |
- |
2023-06-30 |
3,058,911 |
$190,295,000 |
-181,090 |
|
LPL FINANCIAL CORP |
494 |
- |
2024-03-31 |
761,544 |
$58,091,000 |
120,763 |
|
MORGAN STANLEY |
2219 |
- |
2024-03-31 |
400,009 |
$30,513,000 |
42,036 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
370 |
- |
2024-03-31 |
396,110 |
$30,215,000 |
27,813 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
183 |
- |
2024-03-31 |
348,597 |
$26,591,000 |
-10,631 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
397 |
- |
2024-03-31 |
333,121 |
$25,411,000 |
5,032 |
|
ENVESTNET ASSET MANAGEMENT INC |
1092 |
- |
2024-03-31 |
269,779 |
$20,579,000 |
149 |
|
UBS Group AG |
1214 |
- |
2024-03-31 |
253,849 |
$19,364,000 |
6,054 |
|
Refined Wealth Management |
2 |
- |
2024-03-31 |
235,139 |
$17,936,000 |
689 |
|
AMERIPRISE FINANCIAL INC |
1429 |
- |
2024-03-31 |
210,192 |
$16,041,000 |
-43,507 |
|
Envestnet Portfolio Solutions Inc. |
172 |
- |
2024-03-31 |
200,124 |
$15,265,000 |
-4,405 |
|
Money Design Co.Ltd. |
32 |
- |
2024-03-31 |
196,399 |
$14,981,000 |
-14,001 |
|
Lido Advisors LLC |
117 |
- |
2024-03-31 |
193,714 |
$14,777,000 |
-38,280 |
|
Clarity Asset Management Inc. |
4 |
*New |
2024-03-31 |
180,973 |
$13,805,000 |
180,973 |
|
RVW Wealth LLC |
28 |
- |
2024-03-31 |
161,772 |
$12,340,000 |
-3,898 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
808 |
- |
2024-03-31 |
128,289 |
$9,786,000 |
28,967 |
|
HIGHTOWER ADVISORS, LLC |
750 |
- |
2024-03-31 |
109,662 |
$8,368,000 |
-4,234 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
548 |
- |
2024-03-31 |
98,141 |
$7,486,000 |
4,729 |
|
MISSION WEALTH MANAGEMENT LLC |
77 |
- |
2024-03-31 |
96,527 |
$7,363,000 |
-4,718 |
|
Vestmark Advisory Solutions Inc. |
72 |
- |
2024-03-31 |
95,406 |
$7,278,000 |
10,018 |
|
BANK OF NEW YORK MELLON CORP |
2230 |
- |
2024-03-31 |
77,372 |
$5,902,000 |
8,061 |
|
Francis Financial Inc. |
12 |
- |
2024-03-31 |
76,498 |
$5,835,000 |
2,803 |
|
DeDora Capital Inc. |
14 |
- |
2024-03-31 |
75,977 |
$5,796,000 |
-7,960 |
|
Private Advisor Group LLC |
418 |
- |
2024-03-31 |
75,013 |
$5,722,000 |
3,419 |
|
CAPTRUST FINANCIAL ADVISORS |
474 |
- |
2024-03-31 |
70,508 |
$5,378,000 |
9,333 |
|
ROYAL BANK OF CANADA |
1858 |
- |
2024-03-31 |
70,188 |
$5,354,000 |
11,174 |
|
US BANCORP |
592 |
- |
2024-03-31 |
62,855 |
$4,795,000 |
-8,308 |
|
One Capital Management LLC |
114 |
- |
2024-03-31 |
59,184 |
$4,515,000 |
1,205 |
|
Stewardship Advisors LLC |
21 |
- |
2024-03-31 |
58,397 |
$4,455,000 |
-1,108 |
|
Global Retirement Partners LLC |
138 |
- |
2024-03-31 |
57,875 |
$4,415,000 |
10,939 |
|
UMB BANK N A/MO |
181 |
- |
2024-03-31 |
52,827 |
$4,030,000 |
86 |
|
Goss Wealth Management LLC |
473 |
- |
2024-03-31 |
49,851 |
$3,803,000 |
1,805 |
|
Beacon Pointe Advisors LLC |
358 |
- |
2024-03-31 |
49,497 |
$3,776,000 |
-869 |
|
Advisor Group Holdings Inc. |
1246 |
- |
2024-03-31 |
48,330 |
$3,687,000 |
-10,925 |
|
WELLS FARGO & CO/MN |
2208 |
- |
2024-03-31 |
45,598 |
$3,478,000 |
-2,353 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1268 |
- |
2024-03-31 |
43,492 |
$3,318,000 |
-17,744 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
498 |
- |
2024-03-31 |
42,140 |
$3,214,000 |
1,471 |
|
WCG Wealth Advisors LLC |
96 |
- |
2024-03-31 |
37,499 |
$2,860,000 |
-1,234 |
|
Laurel Wealth Planning LLC |
18 |
- |
2024-03-31 |
37,033 |
$2,825,000 |
957 |
|
Evolution Advisers Inc. |
12 |
- |
2024-03-31 |
34,428 |
$2,627,000 |
-2,374 |
|
IMPACTfolio LLC |
10 |
- |
2024-03-31 |
32,268 |
$2,461,000 |
-2,304 |
|
RETIREMENT CAPITAL STRATEGIES |
28 |
*New |
2024-03-31 |
30,135 |
$2,299,000 |
30,135 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
172 |
- |
2024-03-31 |
29,637 |
$2,261,000 |
2,153 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
759 |
- |
2024-03-31 |
29,433 |
$2,245,000 |
-1,142 |
|
Mascoma Wealth Management LLC |
21 |
- |
2024-03-31 |
29,371 |
$2,240,000 |
5,469 |
|
L & S ADVISORS INC |
109 |
- |
2024-03-31 |
29,247 |
$2,231,000 |
53 |
|
CI Private Wealth LLC |
1018 |
- |
2024-03-31 |
26,121 |
$1,993,000 |
-1,005 |
|
MULTIFINANCIAL SECURITIES CORP |
837 |
*New |
2024-03-31 |
25,270 |
$1,928,000 |
25,270 |
|
Cable Hill Partners LLC |
23 |
- |
2024-03-31 |
27,861 |
$1,912,000 |
0 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
375 |
- |
2024-03-31 |
24,917 |
$1,897,000 |
1,726 |
|
Golden State Equity Partners |
54 |
- |
2023-12-31 |
25,537 |
$1,774,000 |
1,155 |
|
Colorado Capital Management Inc. |
30 |
- |
2024-03-31 |
21,402 |
$1,632,000 |
-149 |
|
Equitable Holdings Inc. |
511 |
- |
2024-03-31 |
20,548 |
$1,567,000 |
-2,338 |
|
Equita Financial Network Inc. |
32 |
- |
2024-03-31 |
20,014 |
$1,527,000 |
8,434 |
|
PNC FINANCIAL SERVICES GROUP INC |
1000 |
- |
2024-03-31 |
19,746 |
$1,506,000 |
236 |
|
Revolve Wealth Partners LLC |
53 |
- |
2024-03-31 |
19,592 |
$1,494,000 |
1,384 |
|
PARK AVENUE SECURITIES LLC |
511 |
- |
2024-03-31 |
18,923 |
$1,443,000 |
-2,217 |
|
Trademark Financial Management LLC |
19 |
- |
2024-03-31 |
18,677 |
$1,425,000 |
2,988 |
|
CX Institutional |
229 |
- |
2024-03-31 |
18,573 |
$1,417,000 |
1,635 |
|
IHT Wealth Management LLC |
341 |
- |
2024-03-31 |
17,961 |
$1,370,000 |
179 |
|
Baltimore-Washington Financial Advisors Inc. |
80 |
- |
2024-03-31 |
17,438 |
$1,330,000 |
-20 |
|
MARINER WEALTH ADVISORS, LLC |
1325 |
- |
2024-03-31 |
17,343 |
$1,323,000 |
2,077 |
|
FINANCIAL NETWORK |
1275 |
- |
2024-03-31 |
17,326 |
$1,322,000 |
610 |
|
RAYMOND JAMES & ASSOCIATES |
2401 |
- |
2024-03-31 |
17,246 |
$1,316,000 |
3,504 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
306 |
- |
2024-03-31 |
17,023 |
$1,299,000 |
789 |
|
KINGSWOOD WEALTH ADVISORS LLC |
162 |
- |
2024-03-31 |
16,327 |
$1,245,000 |
-6,501 |
|
FINANCIAL ARCHITECTS INC |
125 |
- |
2023-06-30 |
19,003 |
$1,182,000 |
-441 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
921 |
- |
2023-09-30 |
19,411 |
$1,164,000 |
-5,136 |
|
McMahon Financial Advisors LLC |
46 |
- |
2024-03-31 |
14,585 |
$1,113,000 |
0 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
203 |
- |
2024-03-31 |
14,071 |
$1,073,000 |
-293 |
|
Emerald Investment Partners LLC |
138 |
- |
2024-03-31 |
14,031 |
$1,070,000 |
-2,960 |
|
Curtis Advisory Group LLC |
45 |
- |
2024-03-31 |
13,620 |
$1,039,000 |
3,641 |
|
MERCER GLOBAL ADVISORS INC /ADV |
945 |
*New |
2024-03-31 |
13,603 |
$1,037,000 |
13,603 |
|
Redwood Financial Network Corp |
34 |
- |
2024-03-31 |
13,388 |
$1,021,000 |
3,323 |
|
LOCKERMAN FINANCIAL GROUP INC. |
9 |
- |
2024-03-31 |
12,758 |
$973,000 |
-2,022 |
|
NATIONAL ASSET MANAGEMENT, INC. |
532 |
- |
2024-03-31 |
16,209 |
$972,000 |
-3,544 |
|
AdvisorNet Financial Inc |
205 |
- |
2024-03-31 |
12,729 |
$971,000 |
-490 |
|
Kestra Advisory Services LLC |
1276 |
- |
2024-03-31 |
12,253 |
$935,000 |
1,337 |
|
Stratos Wealth Partners LTD. |
662 |
- |
2024-03-31 |
12,221 |
$932,000 |
-2,076 |
|
EQIS CAPITAL MANAGEMENT, INC. |
265 |
- |
2024-03-31 |
12,207 |
$931,000 |
-249 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
99 |
- |
2024-03-31 |
11,113 |
$848,000 |
3,008 |
|
COZAD ASSET MANAGEMENT INC |
204 |
- |
2024-03-31 |
10,750 |
$820,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1522 |
- |
2024-03-31 |
10,597 |
$808,000 |
1,199 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
212 |
- |
2024-03-31 |
9,898 |
$755,000 |
350 |
|
Walkner Condon Financial Advisors LLC |
115 |
- |
2024-03-31 |
9,757 |
$744,000 |
-626 |
|
RFG Advisory Group LLC |
427 |
- |
2024-03-31 |
9,241 |
$705,000 |
-661 |
|
SAGE FINANCIAL GROUP INC |
58 |
- |
2024-03-31 |
8,970 |
$684,000 |
-390 |
|
LINCOLN NATIONAL CORP |
636 |
- |
2024-03-31 |
8,723 |
$665,000 |
4 |
|
MARINO STRAM & ASSOCIATES LLC |
99 |
- |
2024-03-31 |
8,365 |
$638,000 |
5 |
|
PFG FINANCIAL ADVISORS |
132 |
- |
2024-03-31 |
8,147 |
$621,000 |
-39 |
|
Falcon Wealth Planning |
69 |
- |
2024-03-31 |
8,104 |
$618,000 |
438 |
|
EP WEALTH ADVISORS, INC. |
472 |
- |
2024-03-31 |
8,055 |
$614,000 |
-2,304 |
|
COMMERCE BANK N A/MO |
779 |
- |
2024-03-31 |
8,039 |
$613,000 |
140 |
|
Onyx Bridge Wealth Group LLC |
133 |
- |
2024-03-31 |
7,964 |
$590,000 |
-6,350 |
|
FLAGSHIP HARBOR ADVISORS LLC |
347 |
- |
2024-03-31 |
7,668 |
$585,000 |
450 |
|
Legacy Financial Group LLC |
61 |
- |
2024-03-31 |
7,643 |
$583,000 |
7,643 |
|
HPM Partners LLC |
1535 |
- |
2024-03-31 |
7,537 |
$575,000 |
695 |
|
Wescott Financial Advisory Group LLC |
103 |
- |
2024-03-31 |
7,472 |
$570,000 |
-366 |
|
|
100 Records found
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1
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