|
Institutional
Holders
Total
Institutions:
|
413 3 |
|
Total
shares held :
|
31,604,598 |
|
% of shares
held :
|
90.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
1,042,523 |
|
% of shares
held change :
|
3% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$87.09 |
|
Last
Quarter's Ending
Price :
|
$92.45 |
|
Last
Quarter's Average
Price :
|
$88.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.79 (0.89%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CWM LLC |
13 |
- |
2024-03-31 |
2,955,805 |
$271,520,000 |
327,264 |
|
MORGAN STANLEY |
708 |
- |
2023-12-31 |
2,496,526 |
$230,804,000 |
543,353 |
|
TECTONIC ADVISORS LLC |
1 |
- |
2023-12-31 |
1,704,590 |
$157,589,000 |
32,435 |
|
ENVESTNET ASSET MANAGEMENT INC |
316 |
- |
2023-12-31 |
1,506,313 |
$139,259,000 |
34,731 |
|
Advisor Group Holdings Inc. |
101 |
- |
2023-12-31 |
1,312,738 |
$121,395,000 |
-363,932 |
|
WELLS FARGO & CO/MN |
532 |
- |
2023-12-31 |
823,734 |
$76,154,000 |
66,760 |
|
LPL FINANCIAL CORP |
371 |
- |
2023-12-31 |
807,156 |
$74,622,000 |
127,740 |
|
BANK OF AMERICA CORP /DE/ |
997 |
- |
2023-12-31 |
743,033 |
$68,693,000 |
92,204 |
|
ROYAL BANK OF CANADA |
586 |
- |
2023-12-31 |
737,475 |
$68,180,000 |
214,472 |
|
CLS INVESTMENT FIRM LLC |
8 |
- |
2022-12-31 |
730,854 |
$66,128,000 |
158,326 |
|
UBS Group AG |
606 |
- |
2023-12-31 |
644,165 |
$59,553,000 |
276,508 |
|
Resources Investment Advisors Inc. |
28 |
- |
2023-12-31 |
515,809 |
$47,687,000 |
57,695 |
|
Essential Planning LLC. |
1 |
- |
2023-12-31 |
507,560 |
$46,924,000 |
-14,524 |
|
MERCER GLOBAL ADVISORS INC /ADV |
122 |
- |
2023-12-31 |
420,440 |
$38,870,000 |
-49,531 |
|
SCOTIA CAPITAL INC. |
75 |
- |
2023-12-31 |
360,652 |
$33,342,000 |
-29,632 |
|
RAYMOND JAMES & ASSOCIATES |
569 |
- |
2024-03-31 |
350,783 |
$32,223,000 |
47,501 |
|
RFG Advisory Group LLC |
14 |
- |
2024-03-31 |
328,614 |
$30,186,000 |
106,806 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
400 |
- |
2024-03-31 |
305,809 |
$28,092,000 |
26,082 |
|
Your Advocates Ltd. LLP |
3 |
- |
2023-12-31 |
302,127 |
$27,932,000 |
205,115 |
|
CAPTRUST FINANCIAL ADVISORS |
184 |
- |
2023-12-31 |
300,000 |
$27,735,000 |
69,186 |
|
Hudson Capital Management LLC |
1 |
- |
2024-03-31 |
294,572 |
$27,059,000 |
36,178 |
|
FINANCIAL NETWORK |
141 |
- |
2023-12-31 |
288,015 |
$26,627,000 |
62,082 |
|
PFS INVESTMENTS INC. |
72 |
- |
2023-06-30 |
289,994 |
$26,569,000 |
23,258 |
|
J P MORGAN CHASE & CO |
1442 |
- |
2023-12-31 |
272,924 |
$25,232,000 |
50,005 |
|
Vickerman Investment Advisors Inc. |
3 |
*New |
2023-12-31 |
257,563 |
$23,812,000 |
257,563 |
|
WCG Wealth Advisors LLC |
11 |
- |
2023-12-31 |
245,484 |
$22,695,000 |
-27,006 |
|
Southland Equity Partners LLC |
2 |
- |
2024-03-31 |
246,970 |
$22,687,000 |
32,041 |
|
Flaharty Asset Management LLC |
13 |
- |
2023-12-31 |
234,708 |
$21,699,000 |
-110,461 |
|
HORIZON INVESTMENTS, LLC/SC |
27 |
- |
2023-12-31 |
229,163 |
$21,106,000 |
-169,903 |
|
PRUDENT INVESTORS NETWORK |
4 |
- |
2023-09-30 |
230,178 |
$20,233,000 |
8,726 |
|
Goldstein Advisors LLC |
7 |
- |
2023-12-31 |
218,658 |
$20,215,000 |
4,376 |
|
EQIS CAPITAL MANAGEMENT, INC. |
10 |
*New |
2023-12-31 |
208,982 |
$19,320,000 |
208,982 |
|
Alpha Cubed Investments LLC |
31 |
- |
2024-03-31 |
207,603 |
$19,070,000 |
30,865 |
|
Kelman-Lazarov Inc. |
7 |
- |
2023-12-31 |
202,636 |
$18,734,000 |
7,254 |
|
John W. Brooker & Co. CPAs |
1 |
- |
2024-03-31 |
191,036 |
$17,549,000 |
2,646 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
498 |
- |
2023-12-31 |
188,838 |
$17,458,000 |
18,459 |
|
QUANTITATIVE ADVANTAGE LLC |
14 |
- |
2023-03-31 |
178,755 |
$16,580,000 |
12,225 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
304 |
- |
2024-03-31 |
175,806 |
$16,150,000 |
-6,908 |
|
Stratos Wealth Partners LTD. |
71 |
- |
2024-03-31 |
174,549 |
$16,034,000 |
33,807 |
|
STIFEL FINANCIAL CORP |
601 |
- |
2023-12-31 |
172,517 |
$15,950,000 |
-7,758 |
|
Orion Portfolio Solutions LLC |
117 |
- |
2023-12-31 |
168,685 |
$15,499,000 |
-587,524 |
|
Cardinal Point Capital Management ULC |
11 |
- |
2024-03-31 |
167,154 |
$15,355,000 |
464 |
|
Goss Wealth Management LLC |
148 |
- |
2023-12-31 |
166,222 |
$15,351,000 |
151,310 |
|
GM Advisory Group Inc. |
19 |
- |
2023-12-31 |
163,700 |
$15,134,000 |
47,096 |
|
VALLEY NATIONAL ADVISERS INC |
8 |
- |
2024-03-31 |
159,662 |
$14,666,000 |
14,234 |
|
LEGACY PRIVATE TRUST CO. |
18 |
- |
2024-03-31 |
157,948 |
$14,509,000 |
44,381 |
|
Cardinal Point Wealth Management Partners LLC |
6 |
- |
2023-03-31 |
148,684 |
$13,791,000 |
2,235 |
|
BANK OF NEW YORK MELLON CORP |
1795 |
- |
2024-03-31 |
148,469 |
$13,638,000 |
-3,759 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
392 |
- |
2024-03-31 |
147,860 |
$13,582,000 |
-13,679 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
140,167 |
$13,006,000 |
23,851 |
|
ACIMA PRIVATE WEALTH LLC |
5 |
*New |
2023-12-31 |
123,486 |
$11,416,000 |
123,486 |
|
BB&T CORP |
556 |
- |
2023-12-31 |
123,409 |
$11,409,000 |
120,854 |
|
H D Vest Advisory Services |
144 |
- |
2023-12-31 |
120,249 |
$11,117,000 |
67,426 |
|
Simplicity WealthLLC |
77 |
*New |
2024-03-31 |
120,647 |
$11,083,000 |
120,647 |
|
KWMG LLC |
25 |
- |
2024-03-31 |
119,289 |
$10,958,000 |
5,440 |
|
PFG FINANCIAL ADVISORS |
23 |
- |
2024-03-31 |
119,202 |
$10,950,000 |
6,002 |
|
Intelligence Driven Advisers LLC |
14 |
- |
2023-12-31 |
116,909 |
$10,805,000 |
67,475 |
|
Ferguson Shapiro LLC |
5 |
- |
2024-03-31 |
116,692 |
$10,719,000 |
-104,260 |
|
Sawtooth Asset Management Inc. |
63 |
- |
2023-12-31 |
115,135 |
$10,644,000 |
1,590 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
115,105 |
$10,642,000 |
1,560 |
|
TD CAPITAL MANAGEMENT LLC |
21 |
- |
2023-12-31 |
113,050 |
$10,451,000 |
19,031 |
|
Change Path LLC |
35 |
- |
2023-12-31 |
112,649 |
$10,415,000 |
41,744 |
|
Coastal Capital Group Inc. |
11 |
- |
2023-06-30 |
112,076 |
$10,268,000 |
-2,138 |
|
Kestra Advisory Services LLC |
268 |
- |
2023-12-31 |
110,258 |
$10,193,000 |
28,517 |
|
Private Advisor Group LLC |
247 |
- |
2023-12-31 |
109,547 |
$10,128,000 |
52,897 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
80 |
- |
2023-12-31 |
109,382 |
$10,112,000 |
64,255 |
|
Regis Acquisition Inc. |
6 |
- |
2023-12-31 |
106,156 |
$9,814,000 |
-42,497 |
|
PNC FINANCIAL SERVICES GROUP INC |
504 |
- |
2023-12-31 |
104,247 |
$9,638,000 |
19,022 |
|
GeoWealth Management LLC |
35 |
- |
2023-12-31 |
101,209 |
$9,354,000 |
-37,244 |
|
NATIONAL ASSET MANAGEMENT, INC. |
80 |
- |
2023-12-31 |
100,434 |
$9,319,000 |
-56,262 |
|
STEPHENSON NATIONAL BANK & TRUST |
8 |
- |
2024-03-31 |
101,352 |
$9,310,000 |
5,460 |
|
FinTrust Capital Advisors LLC |
10 |
- |
2023-12-31 |
99,762 |
$9,223,000 |
26,375 |
|
Cornerstone Wealth Management LLC |
28 |
- |
2024-03-31 |
93,861 |
$8,622,000 |
-998 |
|
M HOLDINGS SECURITIES, INC. |
23 |
- |
2023-12-31 |
91,449 |
$8,454,000 |
755 |
|
Csenge Advisory Group |
35 |
- |
2023-12-31 |
91,315 |
$8,442,000 |
-2,117 |
|
FSM Wealth Advisors LLC |
3 |
- |
2023-09-30 |
94,954 |
$8,346,000 |
9,824 |
|
Vantage Financial Partners Ltd. Inc. |
15 |
*New |
2023-12-31 |
89,501 |
$8,274,000 |
89,501 |
|
IFG Advisory LLC |
29 |
*New |
2023-12-31 |
87,762 |
$8,114,000 |
87,762 |
|
YCMNET ADVISORS INC |
77 |
- |
2023-12-31 |
85,360 |
$7,892,000 |
3,342 |
|
Envestnet Portfolio Solutions Inc. |
241 |
- |
2023-12-31 |
83,853 |
$7,752,000 |
21,478 |
|
Treasure Coast Financial Planning |
6 |
- |
2024-03-31 |
84,055 |
$7,721,000 |
12,103 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
36 |
- |
2024-03-31 |
83,363 |
$7,658,000 |
-20,342 |
|
MML INVESTORS SERVICES LLC |
460 |
- |
2023-12-31 |
82,203 |
$7,600,000 |
-80,993 |
|
HALBERT, HARGROVE/RUSSELL LLC |
20 |
- |
2024-03-31 |
81,324 |
$7,470,000 |
4,088 |
|
HANSON MCCLAIN, INC. |
145 |
- |
2024-03-31 |
80,194 |
$7,367,000 |
-3,252 |
|
Bouvel Investment Partners LLC |
5 |
- |
2024-03-31 |
77,608 |
$7,129,000 |
-2,537 |
|
Vista Private Wealth Partners. LLC |
11 |
- |
2023-12-31 |
76,589 |
$7,026,000 |
-7,658 |
|
MinichMacGregor Wealth Management LLC |
22 |
- |
2024-03-31 |
76,272 |
$6,928,000 |
3,144 |
|
Visionary Wealth Advisors |
52 |
- |
2023-12-31 |
74,087 |
$6,849,000 |
-9,322 |
|
PAX Financial Group LLC |
14 |
- |
2023-12-31 |
74,599 |
$6,815,000 |
42,627 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
11 |
- |
2023-03-31 |
71,625 |
$6,644,000 |
14,395 |
|
Integrated Wealth Concepts LLC |
197 |
- |
2023-12-31 |
71,855 |
$6,643,000 |
36,155 |
|
Cornerstone Advisory LLP |
24 |
- |
2023-12-31 |
71,608 |
$6,620,000 |
7,571 |
|
Brookstone Capital Management |
188 |
- |
2024-03-31 |
70,741 |
$6,498,000 |
12,682 |
|
Roger Wittlin Investment Advisory LLC |
|
- |
2023-12-31 |
66,960 |
$6,191,000 |
7,191 |
|
Lee Financial Group Hawaii Inc. |
6 |
- |
2024-03-31 |
65,575 |
$6,024,000 |
506 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
41 |
*New |
2023-12-31 |
64,826 |
$5,997,000 |
64,826 |
|
MorganRosel Wealth Management LLC |
14 |
- |
2024-03-31 |
64,719 |
$5,945,000 |
-42 |
|
Pacifica Partners Inc. |
8 |
- |
2024-03-31 |
64,773 |
$5,926,000 |
-1,020 |
|
CFO4Life Group LLC |
|
*New |
2023-12-31 |
62,835 |
$5,809,000 |
62,835 |
|
|
100 Records found
|
1
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