|
Institutional
Holders
Total
Institutions:
|
112 1 |
|
Total
shares held :
|
10,193,019 |
|
% of shares
held :
|
11.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
477,628 |
|
% 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 |
ENVESTNET ASSET MANAGEMENT INC |
982 |
- |
2024-03-31 |
1,121,541 |
$25,134,000 |
13,574 |
|
MERCER GLOBAL ADVISORS INC /ADV |
175 |
- |
2024-03-31 |
1,035,801 |
$23,212,000 |
159,387 |
|
MORGAN STANLEY |
2542 |
- |
2024-03-31 |
1,010,112 |
$22,637,000 |
33,047 |
|
WELLS FARGO & CO/MN |
1074 |
- |
2024-03-31 |
958,370 |
$21,477,000 |
-42,491 |
|
BANK OF AMERICA CORP /DE/ |
2425 |
- |
2024-03-31 |
472,867 |
$10,597,000 |
59,057 |
|
Fragasso Group Inc. |
26 |
- |
2024-03-31 |
326,909 |
$7,326,000 |
-102,642 |
|
CITADEL ADVISORS LLC |
1494 |
- |
2024-03-31 |
298,336 |
$6,686,000 |
269,944 |
|
LPL FINANCIAL CORP |
1588 |
- |
2024-03-31 |
290,052 |
$6,500,000 |
24,226 |
|
JANE STREET GROUP LLC |
1085 |
- |
2024-03-31 |
283,090 |
$6,344,000 |
-586,675 |
|
Oakmont Partners LLC |
136 |
- |
2024-03-31 |
270,013 |
$6,051,000 |
122,506 |
|
UBS Group AG |
2115 |
- |
2024-03-31 |
239,168 |
$5,360,000 |
65,458 |
|
BB&T CORP |
977 |
- |
2024-03-31 |
174,319 |
$3,906,000 |
5,389 |
|
AMERIPRISE FINANCIAL INC |
2531 |
- |
2024-03-31 |
150,791 |
$3,379,000 |
-11,563 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
92 |
- |
2024-03-31 |
138,674 |
$3,108,000 |
-37,168 |
|
Willis Johnson & Associates Inc. |
48 |
- |
2024-03-31 |
110,433 |
$2,475,000 |
5,461 |
|
Wealthcare Advisory Partners LLC |
205 |
- |
2024-03-31 |
108,661 |
$2,435,000 |
4,463 |
|
High Net Worth Advisory Group LLC |
33 |
- |
2024-03-31 |
102,089 |
$2,288,000 |
10 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1580 |
- |
2024-03-31 |
98,442 |
$2,206,000 |
-3,328 |
|
Sowell Financial Services LLC |
223 |
- |
2024-03-31 |
94,139 |
$2,110,000 |
262 |
|
ROYAL BANK OF CANADA |
2499 |
- |
2024-03-31 |
92,356 |
$2,069,000 |
-41,098 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1781 |
- |
2024-03-31 |
87,782 |
$1,967,000 |
-1,528 |
|
Kades & Cheifetz LLC |
25 |
- |
2024-03-31 |
78,155 |
$1,751,000 |
-3,561 |
|
Breakwater Capital Group |
63 |
- |
2024-03-31 |
77,088 |
$1,728,000 |
-7,971 |
|
STEPHENS INC /AR/ |
496 |
- |
2024-03-31 |
63,785 |
$1,429,000 |
-1,568 |
|
Visionary Wealth Advisors |
202 |
- |
2024-03-31 |
63,030 |
$1,413,000 |
-20,958 |
|
NAPLES GLOBAL ADVISORS LLC |
194 |
- |
2024-03-31 |
54,875 |
$1,230,000 |
-4,425 |
|
Goss Wealth Management LLC |
924 |
- |
2024-03-31 |
51,717 |
$1,159,000 |
4,882 |
|
Atlantic Trust Group LLC |
652 |
*New |
2024-03-31 |
48,741 |
$1,088,000 |
48,741 |
|
Advisor Group Holdings Inc. |
2267 |
- |
2024-03-31 |
47,295 |
$1,060,000 |
-28,675 |
|
FINANCIAL NETWORK |
1442 |
- |
2024-03-31 |
46,241 |
$1,036,000 |
-25,816 |
|
Dynamic Advisors Solutions LLC |
444 |
- |
2024-03-31 |
44,959 |
$1,008,000 |
82 |
|
JACOBSON & SCHMITT ADVISORS LLC |
42 |
- |
2024-03-31 |
44,748 |
$1,003,000 |
156 |
|
McAdam LLC |
120 |
- |
2024-03-31 |
44,385 |
$995,000 |
-2,268 |
|
Kestra Advisory Services LLC |
1260 |
- |
2024-03-31 |
42,972 |
$963,000 |
2,922 |
|
DEAN C H & ASSOCIATES INC |
187 |
- |
2024-03-31 |
41,000 |
$919,000 |
0 |
|
Rockefeller Capital Management L.P. |
1292 |
- |
2024-03-31 |
39,937 |
$895,000 |
1,125 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
170 |
- |
2024-03-31 |
39,571 |
$887,000 |
0 |
|
Cascade Financial Partners LLC |
108 |
- |
2024-03-31 |
37,937 |
$840,000 |
0 |
|
Sigma Planning Corp |
568 |
- |
2024-03-31 |
35,768 |
$802,000 |
20,789 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
405 |
*New |
2024-03-31 |
34,799 |
$780,000 |
34,799 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
31,421 |
$695,000 |
6,939 |
|
RMR Wealth Builders |
126 |
- |
2024-03-31 |
29,169 |
$654,000 |
6,120 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2044 |
- |
2024-03-31 |
28,524 |
$639,000 |
486 |
|
WSFS CAPITAL MANAGEMENT LLC |
268 |
- |
2024-03-31 |
26,229 |
$588,000 |
-2,812 |
|
Occidental Asset Management LLC |
127 |
- |
2024-03-31 |
26,229 |
$588,000 |
418 |
|
Concurrent Investment Advisors LLC |
496 |
- |
2024-03-31 |
26,201 |
$587,000 |
0 |
|
Resources Investment Advisors Inc. |
686 |
- |
2024-03-31 |
25,787 |
$578,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1527 |
*New |
2024-03-31 |
24,685 |
$553,000 |
24,685 |
|
Innova Wealth Partners |
42 |
- |
2024-03-31 |
23,576 |
$528,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
713 |
*New |
2024-03-31 |
22,575 |
$506,000 |
22,575 |
|
LWS Wealth Advisors Inc. |
46 |
*New |
2023-12-31 |
22,575 |
$500,000 |
22,575 |
|
DAVENPORT & CO LLC |
789 |
- |
2024-03-31 |
22,135 |
$496,000 |
2,230 |
|
Mutual Advisors LLC |
691 |
- |
2024-03-31 |
21,933 |
$492,000 |
0 |
|
Private Advisor Group LLC |
1539 |
- |
2024-03-31 |
21,409 |
$480,000 |
499 |
|
Tortoise Investment Management LLC |
159 |
- |
2024-03-31 |
20,967 |
$470,000 |
5,000 |
|
Allen Capital Group LLC |
131 |
- |
2024-03-31 |
20,558 |
$461,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
1179 |
- |
2024-03-31 |
19,355 |
$434,000 |
-4,184 |
|
HIGHTOWER ADVISORS, LLC |
2345 |
*New |
2024-03-31 |
18,949 |
$425,000 |
18,949 |
|
Brandywine Oak Private Wealth LLC |
163 |
- |
2024-03-31 |
18,254 |
$409,000 |
0 |
|
PFG Advisors |
462 |
- |
2024-03-31 |
17,130 |
$384,000 |
270 |
|
NATIONAL ASSET MANAGEMENT, INC. |
932 |
- |
2024-03-31 |
17,591 |
$380,000 |
-1,932 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
163 |
- |
2024-03-31 |
15,511 |
$348,000 |
-89,525 |
|
Global Strategic Investment Solutions LLC |
118 |
- |
2024-03-31 |
15,303 |
$343,000 |
-325,877 |
|
EAGLE GLOBAL ADVISORS LLC |
192 |
- |
2024-03-31 |
14,884 |
$334,000 |
0 |
|
Walkner Condon Financial Advisors LLC |
204 |
- |
2024-03-31 |
14,599 |
$327,000 |
-681 |
|
Auour Investments LLC |
65 |
- |
2024-03-31 |
14,264 |
$320,000 |
2,856 |
|
Kingsview Wealth Management LLC |
794 |
- |
2024-03-31 |
14,118 |
$316,000 |
-106 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1386 |
- |
2024-03-31 |
13,654 |
$306,000 |
-6,835 |
|
Cetera Investment Advisers |
1460 |
- |
2024-03-31 |
12,917 |
$289,000 |
-38,776 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1033 |
- |
2024-03-31 |
12,678 |
$284,000 |
-130 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
538 |
- |
2024-03-31 |
12,473 |
$280,000 |
29 |
|
1620 INVESTMENT ADVISORS INC. |
121 |
- |
2024-03-31 |
12,260 |
$275,000 |
675 |
|
FOSTER & MOTLEY INC |
346 |
- |
2024-03-31 |
12,070 |
$270,000 |
-960 |
|
MML INVESTORS SERVICES LLC |
2186 |
- |
2024-03-31 |
11,756 |
$263,000 |
1,841 |
|
QP WEALTH MANAGEMENT LLC |
56 |
- |
2023-09-30 |
12,162 |
$263,000 |
780 |
|
Snowden Capital Advisors LLC |
999 |
- |
2024-03-31 |
11,712 |
$262,000 |
-6,376 |
|
FC Advisory LLC |
87 |
- |
2024-03-31 |
11,701 |
$262,000 |
-215 |
|
H D Vest Advisory Services |
1402 |
- |
2024-03-31 |
11,111 |
$249,000 |
669 |
|
COMERICA BANK |
2219 |
- |
2024-03-31 |
10,826 |
$243,000 |
-78 |
|
HB Wealth Management LLC |
728 |
*New |
2024-03-31 |
10,739 |
$241,000 |
10,739 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
466 |
*New |
2024-03-31 |
10,400 |
$233,000 |
10,400 |
|
JANNEY MONTGOMERY SCOTT LLC |
2477 |
- |
2024-03-31 |
10,279 |
$230,000 |
-3,127 |
|
Clear Rock Advisors LLC |
67 |
- |
2023-12-31 |
10,206 |
$225,000 |
0 |
|
Hobart Private Capital LLC |
62 |
- |
2024-03-31 |
9,949 |
$223,000 |
-4,963 |
|
Pineridge Advisors LLC |
51 |
- |
2024-03-31 |
9,422 |
$211,000 |
-1,180 |
|
MARINER WEALTH ADVISORS, LLC |
2756 |
- |
2024-03-31 |
9,000 |
$202,000 |
-600 |
|
HARBOUR INVESTMENTS INC. |
863 |
- |
2023-12-31 |
8,751 |
$194,000 |
153 |
|
NBC SECURITIES INC. |
844 |
- |
2024-03-31 |
6,516 |
$146,000 |
0 |
|
MATHER GROUP, INC. |
674 |
*New |
2024-03-31 |
4,996 |
$111,000 |
4,996 |
|
Geneos Wealth Management Inc. |
846 |
- |
2024-03-31 |
4,500 |
$101,000 |
0 |
|
HANSON MCCLAIN, INC. |
1064 |
- |
2024-03-31 |
3,787 |
$85,000 |
-1,092 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
17 |
- |
2022-12-31 |
3,243 |
$72,000 |
-1,368 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1317 |
- |
2024-03-31 |
2,002 |
$45,000 |
-10 |
|
IFP Advisors Inc |
1562 |
- |
2023-12-31 |
2,000 |
$44,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
770 |
- |
2024-03-31 |
1,843 |
$41,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
807 |
- |
2024-03-31 |
1,451 |
$33,000 |
1,080 |
|
Capital Analysts Inc. |
735 |
- |
2024-03-31 |
1,456 |
$33,000 |
-69 |
|
Global Retirement Partners LLC |
1632 |
- |
2024-03-31 |
1,302 |
$29,000 |
-689 |
|
Coppell Advisory Solutions LLC |
693 |
- |
2023-12-31 |
991 |
$22,000 |
923 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1291 |
- |
2024-03-31 |
841 |
$19,000 |
54 |
|
|
100 Records found
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1
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