|
Institutional
Holders
Total
Institutions:
|
211 9 |
|
Total
shares held :
|
19,390,723 |
|
% of shares
held :
|
16.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
1,180,619 |
|
% of shares
held change :
|
0.98% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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/ |
563 |
- |
2023-12-31 |
1,974,069 |
$195,670,000 |
405,834 |
|
LPL FINANCIAL CORP |
193 |
- |
2023-12-31 |
1,497,071 |
$148,390,000 |
198,668 |
|
HM PAYSON & CO |
7 |
- |
2023-12-31 |
1,170,653 |
$116,035,000 |
187,081 |
|
RENAISSANCE TECHNOLOGIES LLC |
203 |
- |
2023-12-31 |
749,600 |
$74,300,000 |
251,500 |
|
AJ WEALTH STRATEGIES LLC |
7 |
- |
2023-06-30 |
682,188 |
$67,850,000 |
15,347 |
|
AMERIPRISE FINANCIAL INC |
660 |
- |
2023-12-31 |
671,293 |
$65,889,000 |
115,333 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
16 |
- |
2023-12-31 |
628,400 |
$62,287,000 |
142,657 |
|
ENVESTNET ASSET MANAGEMENT INC |
546 |
- |
2023-12-31 |
602,241 |
$59,694,000 |
173,517 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
18 |
- |
2023-12-31 |
451,187 |
$44,722,000 |
96,012 |
|
Sargent Investment Group LLC |
1 |
- |
2023-12-31 |
391,674 |
$38,823,000 |
67,403 |
|
ROYAL BANK OF CANADA |
834 |
- |
2023-12-31 |
352,124 |
$34,903,000 |
114,087 |
|
STEPHENS INC /AR/ |
39 |
- |
2023-12-31 |
307,641 |
$30,493,000 |
23,289 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
401 |
- |
2024-03-31 |
264,614 |
$26,308,000 |
22,042 |
|
CWA Asset Management Group LLC |
9 |
- |
2023-12-31 |
248,974 |
$24,678,000 |
110,096 |
|
Altiora Financial Group LLC |
4 |
- |
2024-03-31 |
226,368 |
$22,506,000 |
24,043 |
|
PECAUT & CO. |
3 |
- |
2023-12-31 |
224,892 |
$22,291,000 |
4,373 |
|
BB&T CORP |
391 |
- |
2023-12-31 |
208,325 |
$20,649,000 |
130,465 |
|
EPOCH INVESTMENT PARTNERS INC. |
211 |
- |
2023-12-31 |
204,255 |
$20,246,000 |
68,333 |
|
IAMS WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
159,942 |
$15,895,000 |
32,723 |
|
Kelman-Lazarov Inc. |
8 |
- |
2023-12-31 |
154,951 |
$15,359,000 |
3,287 |
|
CHOATE INVESTMENT ADVISORS |
24 |
- |
2023-12-31 |
152,827 |
$15,148,000 |
54,348 |
|
Peak Asset Management LLC |
10 |
- |
2023-12-31 |
133,065 |
$13,189,000 |
8,563 |
|
Delos Wealth Advisors LLC |
1 |
- |
2023-12-31 |
130,864 |
$12,971,000 |
6,804 |
|
CENTAURUS FINANCIAL INC. |
17 |
- |
2023-12-31 |
129,127 |
$12,799,000 |
41,835 |
|
Integrated Wealth Concepts LLC |
116 |
- |
2023-12-31 |
125,377 |
$12,427,000 |
50,562 |
|
UBS Group AG |
1350 |
- |
2023-12-31 |
120,701 |
$11,964,000 |
99,834 |
|
Treasure Coast Financial Planning |
3 |
- |
2024-03-31 |
108,024 |
$10,740,000 |
1,899 |
|
Austin Wealth Management LLC |
11 |
- |
2023-12-31 |
93,792 |
$9,312,000 |
10,577 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
84,413 |
$8,392,000 |
39,449 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
78,879 |
$7,842,000 |
13,569 |
|
Equitable Holdings Inc. |
176 |
- |
2023-12-31 |
74,564 |
$7,391,000 |
4,819 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
446 |
- |
2023-12-31 |
73,673 |
$7,302,000 |
70,693 |
|
Kestra Advisory Services LLC |
354 |
- |
2023-12-31 |
69,526 |
$6,891,000 |
10,442 |
|
Stratos Wealth Partners LTD. |
199 |
- |
2024-03-31 |
64,529 |
$6,416,000 |
23,138 |
|
CoreCap Advisors LLC |
57 |
- |
2023-12-31 |
56,036 |
$5,554,000 |
14,927 |
|
Priebe Wealth Holdings LLC |
6 |
- |
2024-03-31 |
51,977 |
$5,168,000 |
8,117 |
|
Rockefeller Capital Management L.P. |
634 |
- |
2023-12-31 |
50,146 |
$4,970,000 |
35,676 |
|
Auour Investments LLC |
|
- |
2024-03-31 |
48,728 |
$4,845,000 |
8,093 |
|
One Day In July LLC |
34 |
- |
2024-03-31 |
48,650 |
$4,837,000 |
45,568 |
|
ATRIA INVESTMENTS LLC |
323 |
- |
2023-12-31 |
45,998 |
$4,559,000 |
23,693 |
|
Curi Capital |
43 |
- |
2023-12-31 |
44,388 |
$4,400,000 |
2,015 |
|
Cetera Investment Advisers |
554 |
- |
2023-12-31 |
36,915 |
$3,659,000 |
14,168 |
|
Private Portfolio Partners LLC |
29 |
- |
2023-12-31 |
34,616 |
$3,431,000 |
9,661 |
|
IFP Advisors Inc |
133 |
- |
2023-12-31 |
34,543 |
$3,424,000 |
4,212 |
|
Onyx Bridge Wealth Group LLC |
|
- |
2024-03-31 |
33,321 |
$3,310,000 |
3,984 |
|
Pine Valley Investments Ltd Liability Co |
87 |
- |
2023-12-31 |
32,247 |
$3,196,000 |
10,270 |
|
Orion Portfolio Solutions LLC |
469 |
- |
2023-12-31 |
28,304 |
$2,808,000 |
7,962 |
|
TOWNSQUARE CAPITAL LLC |
361 |
- |
2023-12-31 |
26,391 |
$2,616,000 |
898 |
|
Schwab Charitable Fund |
|
- |
2023-12-31 |
24,634 |
$2,442,000 |
9,633 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
900 |
- |
2024-03-31 |
22,257 |
$2,213,000 |
8,260 |
|
MULTIFINANCIAL SECURITIES CORP |
502 |
- |
2023-12-31 |
20,306 |
$2,013,000 |
9,561 |
|
H D Vest Advisory Services |
567 |
- |
2023-12-31 |
16,478 |
$1,633,000 |
6,052 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
182 |
- |
2024-03-31 |
15,175 |
$1,509,000 |
140 |
|
STIFEL FINANCIAL CORP |
1884 |
- |
2023-12-31 |
14,643 |
$1,451,000 |
8,939 |
|
Smart Money Group LLC |
|
- |
2024-03-31 |
14,599 |
$1,451,000 |
2,068 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
14,586 |
$1,450,000 |
2,851 |
|
Capital Advisors Ltd. LLC |
73 |
- |
2024-03-31 |
14,549 |
$1,446,000 |
1,089 |
|
MARINER WEALTH ADVISORS, LLC |
1224 |
- |
2023-12-31 |
14,260 |
$1,413,000 |
14,260 |
|
SHEETS SMITH & ASSOCIATES INC |
115 |
- |
2023-09-30 |
12,600 |
$1,253,000 |
1,100 |
|
APEX INVESTMENT SERVICES, INC. |
38 |
- |
2024-03-31 |
10,635 |
$1,057,000 |
8,009 |
|
PFG Advisors |
266 |
- |
2023-12-31 |
10,149 |
$1,006,000 |
4,399 |
|
MERIDIAN MANAGEMENT CO |
50 |
- |
2024-03-31 |
10,062 |
$1,000,000 |
538 |
|
Anson Capital Inc. |
19 |
- |
2023-12-31 |
10,023 |
$994,000 |
654 |
|
Arete Wealth Advisors LLC |
266 |
- |
2023-12-31 |
9,464 |
$938,000 |
73 |
|
Beacon Wealthcare LLC |
11 |
- |
2024-03-31 |
8,958 |
$891,000 |
47 |
|
Western Wealth Management LLC |
246 |
- |
2024-03-31 |
8,905 |
$885,000 |
2,260 |
|
IHT Wealth Management LLC |
432 |
- |
2023-12-31 |
8,450 |
$838,000 |
2,650 |
|
HIGHTOWER ADVISORS, LLC |
1894 |
- |
2023-12-31 |
8,404 |
$832,000 |
1,247 |
|
Waterloo Capital L.P. |
157 |
- |
2023-12-31 |
8,091 |
$802,000 |
3,303 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
|
- |
2024-03-31 |
7,825 |
$778,000 |
250 |
|
Stonebridge Financial Planning Group LLC |
63 |
- |
2023-12-31 |
7,502 |
$744,000 |
2,102 |
|
Coastal Investment Advisors Inc. |
162 |
- |
2024-03-31 |
7,102 |
$706,000 |
305 |
|
BAKER TILLY FINANCIAL LLC |
205 |
- |
2023-12-31 |
6,864 |
$680,000 |
377 |
|
Vertex Planning Partners LLC |
76 |
- |
2023-12-31 |
5,453 |
$541,000 |
23 |
|
WOLVERINE TRADING LLC |
686 |
- |
2023-12-31 |
5,147 |
$510,000 |
5,147 |
|
NavPoint Financial Inc. |
34 |
- |
2024-03-31 |
4,406 |
$438,000 |
100 |
|
LWMG LLC |
|
- |
2024-03-31 |
4,227 |
$420,000 |
36 |
|
Dynamic Advisors Solutions LLC |
708 |
- |
2024-03-31 |
3,499 |
$348,000 |
927 |
|
COMERICA BANK |
2035 |
- |
2023-12-31 |
3,458 |
$343,000 |
1,207 |
|
MONECO Advisors LLC |
291 |
- |
2024-03-31 |
3,365 |
$335,000 |
1,171 |
|
OROURKE & COMPANY Inc |
111 |
- |
2024-03-31 |
3,243 |
$322,000 |
92 |
|
JACOBSON & SCHMITT ADVISORS LLC |
56 |
- |
2023-12-31 |
2,841 |
$282,000 |
141 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
2,500 |
$248,000 |
2,500 |
|
TWO SIGMA SECURITIES LLC |
817 |
- |
2023-12-31 |
2,211 |
$219,000 |
2,211 |
|
PFG Investments LLC |
906 |
- |
2024-03-31 |
2,033 |
$202,000 |
9 |
|
US BANCORP |
2285 |
- |
2023-12-31 |
1,127 |
$112,000 |
30 |
|
MORGAN STANLEY |
5917 |
- |
2023-12-31 |
554 |
$55,000 |
54 |
|
Parallel Advisors LLC |
1424 |
- |
2023-12-31 |
507 |
$50,000 |
4 |
|
BANK OF MONTREAL /CAN/ |
3097 |
- |
2023-12-31 |
312 |
$31,000 |
226 |
|
|
89 Records found
|
1
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