|
Institutional
Holders
Total
Institutions:
|
79 52 |
|
Total
shares held :
|
10,008,199 |
|
% of shares
held :
|
11.12% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
5,380,428 |
|
% of shares
held change :
|
5.98% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
65 |
- |
2024-03-31 |
13,593,423 |
$713,111,000 |
12,921,841 |
|
LPL FINANCIAL CORP |
198 |
- |
2024-03-31 |
3,153,808 |
$165,449,000 |
3,049,720 |
|
Dynasty Wealth Management LLC |
6 |
*New |
2024-03-31 |
3,124,988 |
$163,937,000 |
3,124,988 |
|
Quotient Wealth Partners LLC |
6 |
- |
2024-03-31 |
3,023,452 |
$158,610,000 |
521,015 |
|
Envestnet Portfolio Solutions Inc. |
47 |
- |
2024-03-31 |
2,023,443 |
$106,150,000 |
1,932,320 |
|
CWM LLC |
45 |
- |
2024-03-31 |
1,667,755 |
$87,490,000 |
1,662,755 |
|
Cetera Investment Advisers |
123 |
*New |
2024-03-31 |
1,292,684 |
$67,814,000 |
1,292,684 |
|
MML INVESTORS SERVICES LLC |
91 |
- |
2024-03-31 |
1,067,638 |
$56,008,000 |
918,075 |
|
BLACKROCK INC. |
2356 |
- |
2024-03-31 |
1,028,160 |
$53,937,000 |
26,555 |
|
PARK AVENUE SECURITIES LLC |
25 |
- |
2024-03-31 |
947,687 |
$49,716,000 |
905,701 |
|
WHARTON BUSINESS GROUP, LLC |
13 |
- |
2024-03-31 |
890,595 |
$46,721,000 |
292,590 |
|
UBS Group AG |
777 |
- |
2024-03-31 |
885,003 |
$46,427,000 |
719,225 |
|
JANNEY MONTGOMERY SCOTT LLC |
190 |
*New |
2024-03-31 |
697,269 |
$36,579,000 |
697,269 |
|
Resources Investment Advisors Inc. |
44 |
*New |
2024-03-31 |
616,035 |
$32,317,000 |
616,035 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
90 |
*New |
2024-03-31 |
587,880 |
$30,840,000 |
587,880 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
12 |
*New |
2024-03-31 |
559,112 |
$29,331,000 |
559,112 |
|
BANK OF NEW YORK MELLON CORP |
1402 |
*New |
2024-03-31 |
518,259 |
$27,188,000 |
518,259 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
437 |
- |
2024-03-31 |
453,765 |
$23,805,000 |
445,611 |
|
Arden Trust Co |
9 |
*New |
2024-03-31 |
371,974 |
$19,514,000 |
371,974 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
219 |
*New |
2024-03-31 |
366,903 |
$19,248,000 |
366,903 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
18 |
*New |
2024-03-31 |
359,088 |
$18,838,000 |
359,088 |
|
Foundations Investment Advisors LLC |
50 |
- |
2024-03-31 |
345,959 |
$18,149,000 |
188,466 |
|
Garrett Investment Advisors LLC |
9 |
*New |
2024-03-31 |
335,648 |
$17,608,000 |
335,648 |
|
EMORY UNIVERSITY |
3 |
- |
2024-03-31 |
295,405 |
$15,497,000 |
3,947 |
|
Change Path LLC |
38 |
*New |
2024-03-31 |
276,442 |
$14,502,000 |
276,442 |
|
STIFEL FINANCIAL CORP |
699 |
*New |
2024-03-31 |
252,844 |
$13,264,000 |
252,844 |
|
Kestra Advisory Services LLC |
245 |
*New |
2024-03-31 |
247,805 |
$13,000,000 |
247,805 |
|
RENAISSANCE TECHNOLOGIES LLC |
905 |
*New |
2024-03-31 |
224,500 |
$11,777,000 |
224,500 |
|
JANE STREET GROUP LLC |
733 |
- |
2024-03-31 |
219,901 |
$11,536,000 |
167,688 |
|
PROEQUITIES INC. |
24 |
- |
2024-03-31 |
206,241 |
$10,819,000 |
136,299 |
|
FINANCIAL NETWORK |
363 |
*New |
2024-03-31 |
204,032 |
$10,704,000 |
204,032 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
33 |
*New |
2024-03-31 |
193,616 |
$10,157,000 |
193,616 |
|
Horst & Graben Wealth Management LLC |
15 |
*New |
2024-03-31 |
192,641 |
$10,106,000 |
192,641 |
|
JB Capital LLC |
29 |
*New |
2024-03-31 |
192,222 |
$10,084,000 |
192,222 |
|
MULTIFINANCIAL SECURITIES CORP |
257 |
*New |
2024-03-31 |
185,534 |
$9,733,000 |
185,534 |
|
Scarborough Advisors LLC |
8 |
*New |
2024-03-31 |
177,229 |
$9,297,000 |
177,229 |
|
Goss Wealth Management LLC |
236 |
- |
2024-03-31 |
176,368 |
$9,252,000 |
176,194 |
|
Integrated Wealth Concepts LLC |
166 |
- |
2024-03-31 |
175,367 |
$9,201,000 |
169,267 |
|
US BANCORP |
453 |
*New |
2024-03-31 |
168,694 |
$8,850,000 |
168,694 |
|
Priebe Wealth Holdings LLC |
3 |
- |
2024-03-31 |
162,790 |
$8,540,000 |
3,543 |
|
Strategic Equity Management |
4 |
*New |
2024-03-31 |
157,949 |
$8,286,000 |
157,949 |
|
Atria Wealth Solutions Inc. |
229 |
- |
2024-03-31 |
157,948 |
$8,286,000 |
153,386 |
|
Vestmark Advisory Solutions Inc. |
63 |
*New |
2024-03-31 |
155,789 |
$8,173,000 |
155,789 |
|
CFS Investment Advisory Services LLC |
14 |
*New |
2024-03-31 |
154,469 |
$8,103,000 |
154,469 |
|
AE Wealth Management LLC |
241 |
- |
2024-03-31 |
145,574 |
$7,637,000 |
-24,729 |
|
Advisor Group Holdings Inc. |
827 |
- |
2024-03-31 |
140,688 |
$7,381,000 |
57,307 |
|
Beta Wealth Group Inc. |
7 |
- |
2024-03-31 |
135,957 |
$7,132,000 |
81,470 |
|
PRUDENTIAL FINANCIAL INC |
825 |
- |
2024-03-31 |
122,946 |
$6,450,000 |
98,697 |
|
Security Financial Services INC. |
21 |
*New |
2024-03-31 |
119,553 |
$6,272,000 |
119,553 |
|
ATRIA INVESTMENTS LLC |
284 |
*New |
2024-03-31 |
119,076 |
$6,247,000 |
119,076 |
|
BB&T CORP |
819 |
*New |
2024-03-31 |
114,241 |
$5,993,000 |
114,241 |
|
CITADEL ADVISORS LLC |
1639 |
- |
2024-03-31 |
102,616 |
$5,383,000 |
81,222 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
712 |
- |
2024-03-31 |
100,307 |
$5,262,000 |
93,433 |
|
High Falls Advisors Inc |
15 |
*New |
2024-03-31 |
99,453 |
$5,217,000 |
99,453 |
|
Brookstone Capital Management |
212 |
- |
2024-03-31 |
99,403 |
$5,215,000 |
83,253 |
|
Steel Peak Wealth Management LLC |
75 |
*New |
2024-03-31 |
97,815 |
$5,131,000 |
97,815 |
|
Austin Private Wealth LLC |
31 |
*New |
2024-03-31 |
98,363 |
$5,127,000 |
98,363 |
|
Equitable Holdings Inc. |
235 |
- |
2024-03-31 |
97,605 |
$5,120,000 |
73,473 |
|
Private Advisor Group LLC |
457 |
- |
2024-03-31 |
97,461 |
$5,113,000 |
19,362 |
|
Stratos Wealth Advisors LLC |
82 |
- |
2024-03-31 |
96,816 |
$5,079,000 |
51,306 |
|
Icon Wealth Advisors LLC |
43 |
*New |
2024-03-31 |
94,572 |
$4,961,000 |
94,572 |
|
Summit X LLC |
20 |
*New |
2024-03-31 |
90,843 |
$4,766,000 |
90,843 |
|
Invst LLC |
42 |
- |
2024-03-31 |
89,409 |
$4,659,000 |
43,840 |
|
Ronald Blue Trust Inc. |
67 |
*New |
2024-03-31 |
88,177 |
$4,626,000 |
88,177 |
|
LHM INC. |
3 |
*New |
2024-03-31 |
86,377 |
$4,531,000 |
86,377 |
|
WELLS FARGO & CO/MN |
2038 |
*New |
2024-03-31 |
84,794 |
$4,448,000 |
84,794 |
|
Strategic Blueprint LLC |
80 |
*New |
2024-03-31 |
83,545 |
$4,383,000 |
83,545 |
|
TSA Wealth Managment LLC |
17 |
*New |
2024-03-31 |
79,123 |
$4,151,000 |
79,123 |
|
MORGAN STANLEY |
3964 |
- |
2024-03-31 |
78,918 |
$4,140,000 |
78,918 |
|
H D Vest Advisory Services |
352 |
*New |
2024-03-31 |
78,525 |
$4,119,000 |
78,525 |
|
Q3 Asset Management |
16 |
*New |
2024-03-31 |
77,980 |
$4,090,000 |
77,980 |
|
Wells Financial Advisors INC |
15 |
*New |
2024-03-31 |
77,384 |
$4,060,000 |
77,384 |
|
Stokes Family Office LLC |
52 |
*New |
2024-03-31 |
76,761 |
$4,027,000 |
76,761 |
|
ShoreHaven Wealth Partners LLC |
14 |
*New |
2024-03-31 |
74,926 |
$3,931,000 |
74,926 |
|
Secure Asset Management LLC |
17 |
- |
2024-03-31 |
74,719 |
$3,920,000 |
5,569 |
|
Orion Portfolio Solutions LLC |
387 |
*New |
2024-03-31 |
74,094 |
$3,887,000 |
74,094 |
|
Stone House Investment Management LLC |
20 |
*New |
2024-03-31 |
73,271 |
$3,844,000 |
73,271 |
|
Rockefeller Capital Management L.P. |
778 |
- |
2024-03-31 |
72,349 |
$3,795,000 |
47,929 |
|
One Wealth Advisors LLC |
35 |
*New |
2024-03-31 |
71,250 |
$3,738,000 |
71,250 |
|
WAGNER CAPITAL MANAGEMENT CORP |
60 |
- |
2024-03-31 |
70,595 |
$3,703,000 |
28,043 |
|
Perigon Wealth Management LLC |
172 |
*New |
2024-03-31 |
68,242 |
$3,580,000 |
68,242 |
|
Beacon Bridge Wealth Partners LLC |
20 |
*New |
2024-03-31 |
66,342 |
$3,480,000 |
66,342 |
|
BCGM Wealth Management LLC |
22 |
*New |
2024-03-31 |
65,426 |
$3,432,000 |
65,426 |
|
GeoWealth Management LLC |
118 |
- |
2024-03-31 |
64,519 |
$3,385,000 |
64,072 |
|
BCJ Capital Management LLC |
101 |
*New |
2024-03-31 |
63,015 |
$3,306,000 |
63,015 |
|
Masso Torrence Wealth Management Inc. |
16 |
- |
2024-03-31 |
62,807 |
$3,295,000 |
10,460 |
|
Sharkey Howes & Javer |
30 |
*New |
2024-03-31 |
62,354 |
$3,271,000 |
62,354 |
|
ONE Advisory Partners LLC |
18 |
*New |
2024-03-31 |
61,975 |
$3,251,000 |
61,975 |
|
LINCOLN NATIONAL CORP |
231 |
- |
2024-03-31 |
61,463 |
$3,224,000 |
51,747 |
|
PAX Financial Group LLC |
41 |
- |
2024-03-31 |
58,582 |
$3,073,000 |
32,607 |
|
Keystone Financial Group |
47 |
*New |
2024-03-31 |
58,278 |
$3,057,000 |
58,278 |
|
Family Asset Management LLC |
13 |
- |
2024-03-31 |
57,729 |
$3,028,000 |
43,443 |
|
MARINER WEALTH ADVISORS, LLC |
942 |
*New |
2024-03-31 |
53,639 |
$2,814,000 |
53,639 |
|
GRIES FINANCIAL LLC |
54 |
*New |
2024-03-31 |
51,198 |
$2,686,000 |
51,198 |
|
ROYAL BANK OF CANADA |
2310 |
- |
2024-03-31 |
51,068 |
$2,679,000 |
37,286 |
|
Aptus Capital Advisors LLC |
255 |
*New |
2024-03-31 |
50,813 |
$2,666,000 |
50,813 |
|
KICKSTAND VENTURES LLC. |
31 |
*New |
2024-03-31 |
48,061 |
$2,521,000 |
48,061 |
|
Bay Harbor Wealth Management LLC |
28 |
*New |
2024-03-31 |
47,634 |
$2,499,000 |
47,634 |
|
SigFig Wealth Management LLC |
72 |
*New |
2024-03-31 |
47,224 |
$2,477,000 |
47,224 |
|
Buttonwood Financial Group LLC |
15 |
*New |
2024-03-31 |
45,737 |
$2,399,000 |
45,737 |
|
|
100 Records found
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