|
Institutional
Holders
Total
Institutions:
|
292 25 |
|
Total
shares held :
|
62,937,827 |
|
% of shares
held :
|
40.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
101 |
|
Amount
of shares held :
|
19,844,901 |
|
% of shares
held change :
|
12.62% |
|
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 |
JONES FINANCIAL COMPANIES LLLP |
17 |
- |
2023-12-31 |
16,214,850 |
$1,013,266,000 |
16,212,292 |
|
SAVANT CAPITAL MANAGEMENT INC |
3 |
- |
2024-03-31 |
7,322,156 |
$482,237,000 |
542,479 |
|
CREATIVE PLANNING |
33 |
- |
2023-12-31 |
5,141,615 |
$321,300,000 |
841,508 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
13 |
- |
2024-03-31 |
2,264,571 |
$149,145,000 |
531,775 |
|
Mason Investment Advisory Services Inc. |
4 |
- |
2023-12-31 |
2,316,118 |
$144,734,000 |
0 |
|
Unison Advisors LLC |
1 |
- |
2024-03-31 |
1,776,254 |
$116,984,000 |
-17,520 |
|
HAVERFORD TRUST CO |
31 |
- |
2024-03-31 |
1,619,214 |
$106,641,000 |
145,300 |
|
ACCREDITED INVESTORS INC. |
4 |
- |
2023-12-31 |
1,256,064 |
$78,491,000 |
442,880 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
124 |
- |
2023-12-31 |
1,096,635 |
$68,529,000 |
29,625 |
|
Buckingham Strategic Partners |
8 |
- |
2023-12-31 |
1,078,362 |
$67,387,000 |
568,299 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
1,074,941 |
$67,173,000 |
44,921 |
|
PURE FINANCIAL ADVISORS, INC. |
15 |
- |
2024-03-31 |
998,981 |
$65,793,000 |
92,957 |
|
ANNEX ADVISORY SERVICES, LLC |
11 |
- |
2024-03-31 |
947,666 |
$62,413,000 |
38,076 |
|
ENVESTNET ASSET MANAGEMENT INC |
617 |
- |
2023-12-31 |
795,869 |
$49,734,000 |
33,270 |
|
HIGHTOWER ADVISORS, LLC |
300 |
- |
2024-03-31 |
613,043 |
$40,372,000 |
-24,810 |
|
TCI Wealth Advisors Inc. |
7 |
- |
2024-03-31 |
599,838 |
$39,505,000 |
11,807 |
|
Larson Financial Group LLC |
4 |
- |
2024-03-31 |
599,274 |
$39,468,000 |
-24,561 |
|
Carlson Capital Management |
10 |
- |
2024-03-31 |
528,519 |
$34,808,000 |
-267,294 |
|
Hill Investment Group Partners LLC |
8 |
- |
2023-12-31 |
533,867 |
$33,361,000 |
-39,100 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
21 |
- |
2024-03-31 |
505,483 |
$33,291,000 |
23,156 |
|
CALLAN CAPITAL, LLC |
9 |
- |
2024-03-31 |
456,760 |
$30,082,000 |
12,399 |
|
PrairieView Partners LLC |
10 |
- |
2024-03-31 |
449,507 |
$29,605,000 |
3,866 |
|
Brickley Wealth Management |
5 |
- |
2024-03-31 |
445,077 |
$29,313,000 |
1,953 |
|
Empowered Funds LLC |
21 |
*New |
2024-03-31 |
436,405 |
$28,742,000 |
436,405 |
|
Divergent Planning LLC |
4 |
- |
2024-03-31 |
432,279 |
$28,314,000 |
16,065 |
|
AMERICAN CENTURY COMPANIES INC |
747 |
- |
2023-12-31 |
429,047 |
$26,811,000 |
28,459 |
|
Moisand Fitzgerald Tamayo LLC |
8 |
- |
2024-03-31 |
396,370 |
$26,105,000 |
15,640 |
|
EFFICIENT ADVISORS, LLC |
24 |
- |
2024-03-31 |
395,203 |
$26,028,000 |
-8,979 |
|
Beaird Harris Wealth Management LLC |
16 |
- |
2023-12-31 |
363,955 |
$22,744,000 |
12,186 |
|
PARK AVENUE SECURITIES LLC |
53 |
- |
2024-03-31 |
326,583 |
$21,509,000 |
33,270 |
|
OPUS CAPITAL GROUP LLC |
10 |
- |
2024-03-31 |
315,305 |
$20,766,000 |
3,029 |
|
Falcon Wealth Planning |
16 |
- |
2024-03-31 |
294,255 |
$19,380,000 |
-84,646 |
|
MARQUETTE ASSET MANAGEMENT INC. |
11 |
- |
2024-03-31 |
291,069 |
$19,170,000 |
48,686 |
|
Werba Rubin Papier Wealth Management |
4 |
- |
2024-03-31 |
280,583 |
$18,479,000 |
4,440 |
|
Meredith Wealth Planning |
3 |
- |
2024-03-31 |
274,544 |
$18,081,000 |
8,580 |
|
CI Private Wealth LLC |
415 |
- |
2024-03-31 |
263,902 |
$17,381,000 |
-268,778 |
|
LPL FINANCIAL CORP |
1022 |
- |
2024-03-31 |
254,471 |
$16,759,000 |
38,519 |
|
Fundamentun LLC |
20 |
- |
2024-03-31 |
234,372 |
$15,436,000 |
5,466 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
239,832 |
$14,987,000 |
65,262 |
|
Trilogy Capital Inc. |
34 |
- |
2024-03-31 |
227,007 |
$14,951,000 |
7,180 |
|
FINANCIAL MANAGEMENT NETWORK INC |
7 |
- |
2024-03-31 |
217,537 |
$14,264,000 |
26,875 |
|
Allegiance Financial Group Advisory Services LLC |
4 |
- |
2024-03-31 |
207,484 |
$13,665,000 |
23,234 |
|
Peirce Capital Management LLC |
6 |
- |
2024-03-31 |
203,665 |
$13,413,000 |
24,894 |
|
Apella Capital LLC |
33 |
- |
2024-03-31 |
201,258 |
$13,378,000 |
4,600 |
|
QUARRY HILL ADVISORS LLC |
3 |
- |
2024-03-31 |
201,405 |
$13,265,000 |
11,021 |
|
Great Point Wealth Advisors LLC |
10 |
- |
2024-03-31 |
199,683 |
$13,151,000 |
20,601 |
|
ATWOOD & PALMER INC |
42 |
- |
2024-03-31 |
198,990 |
$13,105,000 |
25,290 |
|
Symmetry Partner LLC |
30 |
- |
2024-03-31 |
190,512 |
$12,547,000 |
0 |
|
JANE STREET GROUP LLC |
832 |
- |
2023-12-31 |
184,529 |
$11,531,000 |
-40,196 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
6 |
- |
2024-03-31 |
174,110 |
$11,467,000 |
864 |
|
Plancorp LLC |
26 |
- |
2023-12-31 |
172,470 |
$10,778,000 |
0 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
46 |
- |
2023-12-31 |
172,151 |
$10,758,000 |
-8,243 |
|
JRM Investment Counsel LLC |
8 |
- |
2023-12-31 |
171,210 |
$10,699,000 |
3,464 |
|
Silicon Hills Wealth Management LLC |
3 |
- |
2023-06-30 |
182,967 |
$10,532,000 |
-17,042 |
|
Henrickson Nauta Wealth Advisors Inc. |
7 |
- |
2024-03-31 |
159,366 |
$10,467,000 |
-817 |
|
Quantum Financial Advisors LLC |
15 |
- |
2024-03-31 |
158,124 |
$10,414,000 |
12,541 |
|
Willow Creek Wealth Management Inc. |
23 |
- |
2023-12-31 |
164,715 |
$10,293,000 |
42,903 |
|
WMS PARTNERS, LLC |
23 |
- |
2023-12-31 |
163,670 |
$10,228,000 |
2,209 |
|
Flagstone Financial Management |
9 |
- |
2024-03-31 |
154,586 |
$10,181,000 |
-946 |
|
Prosperity Planning Inc. |
7 |
- |
2024-03-31 |
153,602 |
$10,116,000 |
11,168 |
|
DOrazio & Associates Inc. |
14 |
- |
2024-03-31 |
143,251 |
$9,435,000 |
5,611 |
|
Valued Wealth Advisors LLC |
5 |
- |
2024-03-31 |
140,912 |
$9,280,000 |
24,021 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
7 |
- |
2023-12-31 |
145,738 |
$9,107,000 |
10,345 |
|
Intergy Private Wealth LLC |
6 |
- |
2024-03-31 |
132,282 |
$8,712,000 |
4,754 |
|
Oakwell Private Wealth Management LLC |
8 |
- |
2024-03-31 |
131,593 |
$8,667,000 |
13,441 |
|
Orion Portfolio Solutions LLC |
224 |
- |
2024-03-31 |
131,199 |
$8,641,000 |
-23,235 |
|
Perigon Wealth Management LLC |
81 |
- |
2024-03-31 |
130,761 |
$8,612,000 |
126,710 |
|
COLLECTIVE FAMILY OFFICE LLC |
10 |
- |
2024-03-31 |
124,885 |
$8,225,000 |
8,561 |
|
MORGAN STANLEY |
3474 |
- |
2023-12-31 |
131,091 |
$8,192,000 |
42,110 |
|
CLS INVESTMENT FIRM LLC |
130 |
*New |
2022-12-31 |
146,423 |
$8,105,000 |
146,423 |
|
Wealth Architects LLC |
23 |
- |
2023-12-31 |
127,662 |
$7,978,000 |
9,454 |
|
Paragon Advisors LLC |
6 |
- |
2024-03-31 |
117,786 |
$7,757,000 |
12,787 |
|
OLD MISSION CAPITAL LLC |
79 |
- |
2023-12-31 |
122,147 |
$7,633,000 |
94,554 |
|
Apeiron RIA LLC |
12 |
- |
2024-03-31 |
110,203 |
$7,258,000 |
429 |
|
ANDERSON HOAGLAND & CO |
41 |
- |
2024-03-31 |
109,538 |
$7,194,000 |
2,529 |
|
Strategic Blueprint LLC |
50 |
- |
2024-03-31 |
108,340 |
$7,135,000 |
1,882 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
31 |
- |
2023-12-31 |
113,625 |
$7,100,000 |
71,958 |
|
Goldstein Advisors LLC |
19 |
- |
2023-12-31 |
109,030 |
$6,813,000 |
3,903 |
|
First Ascent Asset Management LLC |
21 |
- |
2023-12-31 |
107,414 |
$6,712,000 |
4,873 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
594 |
- |
2024-03-31 |
101,543 |
$6,688,000 |
-1,539 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
12 |
- |
2023-12-31 |
106,858 |
$6,678,000 |
-958 |
|
Sailer Financial LLC |
9 |
- |
2024-03-31 |
99,280 |
$6,539,000 |
-85 |
|
Pallas Capital Advisors LLC |
74 |
- |
2024-03-31 |
98,733 |
$6,503,000 |
-464 |
|
Betterment LLC |
99 |
- |
2024-03-31 |
93,779 |
$6,176,000 |
76,477 |
|
Aveo Capital Partners LLC |
48 |
- |
2024-03-31 |
84,299 |
$5,538,000 |
24,267 |
|
BAYSHORE ASSET MANAGEMENT LLC |
8 |
- |
2023-12-31 |
88,340 |
$5,520,000 |
5,603 |
|
CoreFirst Bank & Trust |
3 |
- |
2023-12-31 |
84,726 |
$5,295,000 |
15,506 |
|
MARINER WEALTH ADVISORS, LLC |
671 |
- |
2023-12-31 |
82,574 |
$5,160,000 |
7,477 |
|
FAMILY WEALTH PARTNERS LLC |
10 |
- |
2024-03-31 |
78,258 |
$5,154,000 |
30,859 |
|
WMG Financial Advisors LLC |
4 |
- |
2024-03-31 |
77,655 |
$5,114,000 |
10,296 |
|
Pathstone Holdings LLC |
430 |
- |
2023-12-31 |
81,778 |
$5,110,000 |
0 |
|
TRUEPOINT, INC. |
33 |
- |
2024-03-31 |
76,971 |
$5,069,000 |
54,493 |
|
Frontier Asset Management LLC |
15 |
- |
2023-12-31 |
79,334 |
$4,958,000 |
-1,011 |
|
JACKSON THORNTON ASSET MANAGEMENT LLC |
13 |
- |
2023-12-31 |
78,400 |
$4,899,000 |
59,700 |
|
Magnus Financial Group LLC |
34 |
- |
2024-03-31 |
74,027 |
$4,875,000 |
2,374 |
|
WELLS FARGO & CO/MN |
1978 |
- |
2024-03-31 |
73,964 |
$4,871,000 |
5,678 |
|
CARDIFF PARK ADVISORS LLC |
36 |
- |
2023-12-31 |
77,952 |
$4,871,000 |
-13,934 |
|
Oceanside Advisors LLC |
9 |
- |
2024-03-31 |
73,903 |
$4,867,000 |
1,779 |
|
Resources Investment Advisors Inc. |
205 |
- |
2024-03-31 |
73,444 |
$4,837,000 |
3,021 |
|
DOPKINS WEALTH MANAGEMENT LLC |
9 |
- |
2024-03-31 |
73,360 |
$4,832,000 |
4,057 |
|
|
100 Records found
|
1
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