|
Institutional
Holders
Total
Institutions:
|
97 5 |
|
Total
shares held :
|
16,888,776 |
|
% of shares
held :
|
18.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
46 |
|
Amount
of shares held :
|
1,873,429 |
|
% of shares
held change :
|
2.08% |
|
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 |
J P MORGAN CHASE & CO |
278 |
- |
2024-03-31 |
7,640,541 |
$721,496,000 |
-663,949 |
|
LPL FINANCIAL CORP |
223 |
- |
2024-03-31 |
1,587,576 |
$149,915,000 |
271,157 |
|
JANNEY MONTGOMERY SCOTT LLC |
45 |
- |
2024-03-31 |
1,566,681 |
$147,942,000 |
373,321 |
|
MORGAN STANLEY |
1348 |
- |
2023-12-31 |
894,876 |
$76,861,000 |
207,965 |
|
Vestmark Advisory Solutions Inc. |
4 |
- |
2023-12-31 |
696,762 |
$59,845,000 |
126,803 |
|
Cornerstone Wealth Management LLC |
2 |
- |
2024-03-31 |
606,616 |
$57,283,000 |
-19,269 |
|
ENVESTNET ASSET MANAGEMENT INC |
634 |
- |
2023-12-31 |
552,279 |
$47,435,000 |
182,063 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
132 |
- |
2024-03-31 |
482,506 |
$45,563,000 |
-191,403 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
161 |
- |
2024-03-31 |
321,536 |
$30,363,000 |
57,213 |
|
Perigon Wealth Management LLC |
18 |
*New |
2024-03-31 |
306,315 |
$28,925,000 |
306,315 |
|
MN Wealth Advisors LLC |
1 |
- |
2024-03-31 |
269,237 |
$25,424,000 |
17,342 |
|
BANK OF AMERICA CORP /DE/ |
1815 |
- |
2023-12-31 |
225,777 |
$19,392,000 |
223,563 |
|
Advisor Group Holdings Inc. |
460 |
- |
2024-03-31 |
182,395 |
$17,224,000 |
-164,140 |
|
Integrity Advisory LLC |
1 |
- |
2022-12-31 |
211,318 |
$14,484,000 |
-18,023 |
|
IFG Advisory LLC |
16 |
- |
2024-03-31 |
136,636 |
$12,903,000 |
31,055 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
580 |
- |
2023-12-31 |
127,154 |
$10,921,000 |
24,050 |
|
Orion Portfolio Solutions LLC |
185 |
- |
2024-03-31 |
110,476 |
$10,432,000 |
9,355 |
|
PARK AVENUE SECURITIES LLC |
121 |
- |
2024-03-31 |
99,659 |
$9,411,000 |
23,712 |
|
MASSMUTUAL TRUST CO FSB/ADV |
87 |
- |
2024-03-31 |
87,908 |
$8,301,000 |
650 |
|
Archford Capital Strategies LLC |
15 |
- |
2024-03-31 |
79,423 |
$7,500,000 |
22,355 |
|
Change Path LLC |
57 |
- |
2023-12-31 |
76,399 |
$6,562,000 |
-8,812 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
27 |
- |
2024-03-31 |
68,197 |
$6,440,000 |
26,692 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
859 |
- |
2024-03-31 |
65,723 |
$6,206,000 |
-3,882 |
|
Jacobi Capital Management LLC |
32 |
- |
2024-03-31 |
54,751 |
$5,170,000 |
45,178 |
|
FINANCIAL NETWORK |
596 |
- |
2023-12-31 |
55,772 |
$4,790,000 |
14,975 |
|
MML INVESTORS SERVICES LLC |
647 |
- |
2023-12-31 |
52,593 |
$4,517,000 |
21,125 |
|
Ascent Group LLC |
64 |
- |
2023-12-31 |
40,916 |
$3,703,000 |
8,699 |
|
LAKE STREET FINANCIAL LLC |
56 |
- |
2024-03-31 |
36,768 |
$3,472,000 |
1,165 |
|
Private Advisor Group LLC |
617 |
- |
2024-03-31 |
33,983 |
$3,209,000 |
-5,825 |
|
GeoWealth Management LLC |
85 |
- |
2023-12-31 |
35,134 |
$3,017,000 |
-2,008 |
|
Wayfinding Financial LLC |
15 |
- |
2024-03-31 |
31,201 |
$2,914,000 |
1,559 |
|
3Chopt Investment Partners LLC |
21 |
*New |
2023-12-31 |
30,500 |
$2,620,000 |
30,500 |
|
Integrated Wealth Concepts LLC |
390 |
- |
2023-12-31 |
30,005 |
$2,577,000 |
8,506 |
|
CITADEL ADVISORS LLC |
2174 |
*New |
2023-12-31 |
27,591 |
$2,370,000 |
27,591 |
|
Cetera Investment Advisers |
728 |
- |
2023-12-31 |
27,371 |
$2,351,000 |
5,915 |
|
Envestnet Portfolio Solutions Inc. |
611 |
- |
2024-03-31 |
23,046 |
$2,176,000 |
9,182 |
|
Security Financial Services INC. |
46 |
- |
2024-03-31 |
19,912 |
$1,880,000 |
307 |
|
AMERIPRISE FINANCIAL INC |
2885 |
- |
2023-12-31 |
19,471 |
$1,672,000 |
-1,544 |
|
GOLDMAN SACHS GROUP INC/ |
3270 |
- |
2023-12-31 |
18,497 |
$1,589,000 |
0 |
|
LOCKERMAN FINANCIAL GROUP INC. |
5 |
- |
2024-03-31 |
16,798 |
$1,586,000 |
2,526 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1919 |
- |
2024-03-31 |
16,590 |
$1,567,000 |
1,943 |
|
Rosenberg Matthew Hamilton |
30 |
- |
2024-03-31 |
16,488 |
$1,555,000 |
7,384 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
179 |
- |
2024-03-31 |
15,622 |
$1,475,000 |
639 |
|
Farther Finance Advisors LLC |
201 |
- |
2023-12-31 |
15,000 |
$1,288,000 |
3,833 |
|
IFP Advisors Inc |
335 |
*New |
2023-12-31 |
14,484 |
$1,244,000 |
14,484 |
|
ROYAL BANK OF CANADA |
2950 |
- |
2023-12-31 |
14,103 |
$1,211,000 |
13,309 |
|
Apollon Wealth Management LLC |
416 |
- |
2024-03-31 |
12,634 |
$1,193,000 |
413 |
|
TFB Advisors LLC |
55 |
- |
2024-03-31 |
12,546 |
$1,134,000 |
-1,754 |
|
NWAM LLC |
210 |
- |
2024-03-31 |
11,417 |
$1,067,000 |
1,153 |
|
FIRETHORN WEALTH PARTNERS LLC |
38 |
- |
2024-03-31 |
11,132 |
$1,051,000 |
7,531 |
|
SUTTON PLACE INVESTORS LLC |
61 |
- |
2024-03-31 |
10,540 |
$995,000 |
1,765 |
|
Gateway Wealth Partners LLC |
68 |
- |
2023-12-31 |
11,380 |
$977,000 |
4,681 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2081 |
- |
2024-03-31 |
10,077 |
$952,000 |
-42 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1278 |
*New |
2024-03-31 |
9,473 |
$894,000 |
9,473 |
|
Strategic Financial Concepts LLC |
116 |
*New |
2024-03-31 |
9,021 |
$852,000 |
9,021 |
|
MULTIFINANCIAL SECURITIES CORP |
883 |
- |
2023-12-31 |
9,061 |
$778,000 |
2,451 |
|
RAYMOND JAMES & ASSOCIATES |
2738 |
*New |
2024-03-31 |
8,193 |
$774,000 |
8,193 |
|
Ignite Planners LLC |
103 |
- |
2024-03-31 |
8,144 |
$768,000 |
761 |
|
PROEQUITIES INC. |
356 |
- |
2024-03-31 |
7,995 |
$755,000 |
2,351 |
|
Fingerlakes Wealth Management Inc. |
43 |
- |
2024-03-31 |
6,876 |
$649,000 |
537 |
|
Idaho Trust Bank |
43 |
*New |
2024-03-31 |
6,876 |
$649,000 |
6,876 |
|
PRIVATE TRUST CO NA |
324 |
- |
2024-03-31 |
6,389 |
$603,000 |
1,099 |
|
WHITTIER TRUST CO OF NEVADA INC |
327 |
- |
2024-03-31 |
6,201 |
$586,000 |
3,272 |
|
Twin Peaks Wealth Advisors LLC |
67 |
- |
2024-03-31 |
5,711 |
$539,000 |
-6 |
|
HIGHTOWER ADVISORS, LLC |
2196 |
- |
2024-03-31 |
5,692 |
$536,000 |
-5,117 |
|
Betterment LLC |
259 |
- |
2024-03-31 |
5,420 |
$512,000 |
2,784 |
|
Goodman Advisory Group LLC |
53 |
*New |
2023-12-31 |
5,453 |
$468,000 |
5,453 |
|
Semus Wealth Partners LLC |
63 |
*New |
2024-03-31 |
4,501 |
$425,000 |
4,501 |
|
ADVISORY SERVICES NETWORK, LLC |
1018 |
- |
2024-03-31 |
4,448 |
$420,000 |
1,502 |
|
Mutual Advisors LLC |
774 |
- |
2024-03-31 |
4,042 |
$382,000 |
0 |
|
Gladstone Institutional Advisory LLC |
484 |
*New |
2023-12-31 |
4,246 |
$365,000 |
4,246 |
|
Global Retirement Partners LLC |
611 |
- |
2024-03-31 |
3,636 |
$343,000 |
795 |
|
Geneos Wealth Management Inc. |
573 |
*New |
2024-03-31 |
3,620 |
$342,000 |
3,620 |
|
RICHARDSON FINANCIAL SERVICES INC. |
102 |
- |
2024-03-31 |
3,583 |
$338,000 |
-1,392 |
|
Wealthfront Advisers LLC |
818 |
*New |
2024-03-31 |
2,883 |
$272,000 |
2,883 |
|
Atria Wealth Solutions Inc. |
1559 |
- |
2023-12-31 |
3,104 |
$267,000 |
4 |
|
Herold Advisors Inc. |
233 |
- |
2024-03-31 |
2,750 |
$260,000 |
0 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
3,014 |
$259,000 |
394 |
|
Shared Vision Wealth Group LLC |
64 |
- |
2024-03-31 |
2,669 |
$252,000 |
-33 |
|
PFG Advisors |
583 |
- |
2024-03-31 |
2,518 |
$238,000 |
-826 |
|
Archer Investment Corp |
216 |
- |
2024-03-31 |
2,330 |
$220,000 |
346 |
|
BANK OF NEW YORK MELLON CORP |
3773 |
*New |
2024-03-31 |
2,304 |
$218,000 |
2,304 |
|
LINCOLN NATIONAL CORP |
1102 |
*New |
2024-03-31 |
2,254 |
$213,000 |
2,254 |
|
Qube Research & Technologies Ltd |
2390 |
- |
2023-12-31 |
2,462 |
$211,000 |
-500 |
|
WELCH GROUP, LLC |
210 |
- |
2024-03-31 |
2,227 |
$210,000 |
-500 |
|
Family Asset Management LLC |
109 |
- |
2023-12-31 |
1,903 |
$163,000 |
34 |
|
COMERICA BANK |
2453 |
- |
2023-12-31 |
1,326 |
$114,000 |
113 |
|
ICA Group Wealth Management LLC |
355 |
- |
2023-12-31 |
1,184 |
$102,000 |
1,184 |
|
FMR LLC |
3139 |
- |
2023-12-31 |
950 |
$82,000 |
364 |
|
HANSON MCCLAIN, INC. |
1215 |
- |
2024-03-31 |
648 |
$61,000 |
277 |
|
BLAIR WILLIAM & CO/IL |
1572 |
- |
2024-03-31 |
610 |
$58,000 |
136 |
|
TOWER RESEARCH CAPITAL LLC |
3024 |
*New |
2023-12-31 |
678 |
$58,000 |
678 |
|
IAG Wealth Partners LLC |
175 |
- |
2024-03-31 |
454 |
$43,000 |
3 |
|
LGT Financial Advisors LLC |
257 |
- |
2024-03-31 |
401 |
$38,000 |
-73 |
|
Emerald Investment Partners LLC |
358 |
*New |
2024-03-31 |
388 |
$37,000 |
388 |
|
Tidemark LLC |
267 |
- |
2023-12-31 |
404 |
$35,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1784 |
- |
2023-12-31 |
275 |
$24,000 |
161 |
|
LAZARD ASSET MANAGEMENT LLC |
1822 |
- |
2023-12-31 |
261 |
$22,000 |
0 |
|
Spire Wealth Management |
1512 |
- |
2024-03-31 |
213 |
$20,000 |
-29 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2371 |
- |
2023-12-31 |
236 |
$20,000 |
-33 |
|
|
100 Records found
|
1
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