|
Institutional
Holders
Total
Institutions:
|
331 7 |
|
Total
shares held :
|
134,820,506 |
|
% of shares
held :
|
42.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
52 |
|
Amount
of shares held :
|
17,679,057 |
|
% of shares
held change :
|
5.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.09 |
|
Last
Quarter's Ending
Price :
|
$20.46 |
|
Last
Quarter's Average
Price :
|
$20.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.16 (0.79%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lido Advisors LLC |
3 |
- |
2023-12-31 |
46,417,447 |
$949,469,000 |
9,562,947 |
|
MORGAN STANLEY |
1075 |
- |
2023-12-31 |
5,552,467 |
$113,576,000 |
-463,790 |
|
BANK OF AMERICA CORP /DE/ |
838 |
- |
2023-12-31 |
5,048,658 |
$103,270,000 |
-326,007 |
|
LPL FINANCIAL CORP |
274 |
- |
2023-12-31 |
5,044,234 |
$103,180,000 |
805,231 |
|
WELLS FARGO & CO/MN |
458 |
- |
2023-12-31 |
4,621,341 |
$94,530,000 |
244,428 |
|
UBS Group AG |
525 |
- |
2023-12-31 |
3,576,675 |
$73,161,000 |
1,581,784 |
|
Motley Fool Wealth Management LLC |
9 |
- |
2023-12-31 |
2,427,788 |
$49,657,000 |
683,926 |
|
AMERIPRISE FINANCIAL INC |
857 |
- |
2023-12-31 |
2,018,772 |
$41,354,000 |
-300,903 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
321 |
- |
2023-12-31 |
1,696,003 |
$34,692,000 |
187,293 |
|
Brookstone Capital Management |
38 |
- |
2024-03-31 |
1,578,845 |
$32,256,000 |
-114,788 |
|
JANE STREET GROUP LLC |
368 |
- |
2023-12-31 |
1,549,356 |
$31,692,000 |
448,461 |
|
SNS Financial Group LLC |
|
- |
2023-12-31 |
1,482,671 |
$30,328,000 |
104,966 |
|
Asset Dedication LLC |
8 |
- |
2024-03-31 |
1,477,479 |
$30,157,000 |
160,323 |
|
INVESCO LTD |
1244 |
- |
2023-12-31 |
1,329,085 |
$27,186,000 |
153,389 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
362 |
- |
2023-12-31 |
1,321,425 |
$27,030,000 |
784,590 |
|
EASTERN BANK |
|
- |
2023-12-31 |
1,262,747 |
$25,829,000 |
7,815 |
|
RAYMOND JAMES & ASSOCIATES |
639 |
- |
2023-12-31 |
1,228,442 |
$25,128,000 |
183,185 |
|
STIFEL FINANCIAL CORP |
450 |
- |
2023-12-31 |
1,181,205 |
$24,162,000 |
52,339 |
|
ROYAL BANK OF CANADA |
1035 |
- |
2023-12-31 |
1,175,030 |
$24,035,000 |
89,840 |
|
Ironwood Wealth Management LLC. |
6 |
- |
2024-03-31 |
985,737 |
$20,139,000 |
26,126 |
|
Campbell Wealth Management |
14 |
- |
2023-12-31 |
981,959 |
$20,086,000 |
-277 |
|
DAVIS R M INC |
68 |
- |
2023-12-31 |
980,799 |
$20,062,000 |
83,438 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
17 |
- |
2023-12-31 |
958,955 |
$19,615,000 |
179,525 |
|
TLWM |
8 |
- |
2024-03-31 |
946,003 |
$19,327,000 |
86,895 |
|
JANNEY MONTGOMERY SCOTT LLC |
322 |
- |
2023-12-31 |
900,334 |
$18,416,000 |
-8,361 |
|
TruWealth Advisors LLC |
25 |
- |
2024-03-31 |
877,078 |
$17,919,000 |
83,057 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
300 |
- |
2023-12-31 |
833,676 |
$17,053,000 |
737,912 |
|
Aptus Capital Advisors LLC |
46 |
- |
2023-12-31 |
811,719 |
$16,604,000 |
-1,508,551 |
|
KIRR MARBACH & CO LLC /IN/ |
6 |
- |
2023-12-31 |
807,863 |
$16,525,000 |
232,090 |
|
Advisor Group Holdings Inc. |
599 |
- |
2023-12-31 |
708,634 |
$14,496,000 |
-136,902 |
|
Steward Partners Investment Advisory LLC |
118 |
- |
2023-12-31 |
682,758 |
$13,966,000 |
-34,330 |
|
STEPHENS INC /AR/ |
102 |
- |
2023-12-31 |
668,498 |
$13,674,000 |
620,528 |
|
BB&T CORP |
515 |
- |
2023-12-31 |
652,060 |
$13,338,000 |
618,052 |
|
GPM Growth Investors Inc. |
3 |
- |
2023-12-31 |
647,476 |
$13,244,000 |
-46,678 |
|
Kaye Capital Management |
7 |
- |
2024-03-31 |
641,700 |
$13,110,000 |
-41,199 |
|
LEGACY PRIVATE TRUST CO. |
25 |
- |
2024-03-31 |
629,103 |
$12,853,000 |
25,426 |
|
MARINER WEALTH ADVISORS, LLC |
413 |
- |
2023-12-31 |
611,806 |
$12,514,000 |
476,571 |
|
KICKSTAND VENTURES LLC. |
7 |
- |
2023-12-31 |
605,306 |
$12,382,000 |
89,969 |
|
Hudson Capital Management LLC |
5 |
- |
2024-03-31 |
585,375 |
$11,959,000 |
34,376 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
362 |
- |
2023-12-31 |
556,896 |
$11,391,000 |
50,756 |
|
SENTINEL PENSION ADVISORS INC |
6 |
- |
2023-12-31 |
545,017 |
$11,148,000 |
-113,106 |
|
Cornerstone Wealth Management LLC |
19 |
- |
2024-03-31 |
532,860 |
$10,886,000 |
10,863 |
|
COLONY GROUP LLC |
132 |
- |
2023-09-30 |
531,256 |
$10,684,000 |
-59,228 |
|
CAPTRUST FINANCIAL ADVISORS |
361 |
- |
2023-12-31 |
513,082 |
$10,495,000 |
-31,210 |
|
HIGHTOWER ADVISORS, LLC |
686 |
- |
2023-12-31 |
503,118 |
$10,279,000 |
40,809 |
|
AMJ Financial Wealth Management |
2 |
- |
2023-12-31 |
501,055 |
$10,249,000 |
-6,165 |
|
MML INVESTORS SERVICES LLC |
363 |
- |
2023-12-31 |
499,076 |
$10,209,000 |
205,067 |
|
SHUFRO ROSE & CO LLC |
31 |
- |
2023-12-31 |
496,174 |
$9,978,000 |
-7,212 |
|
COLONY GROUP, LLC |
157 |
*New |
2023-12-31 |
481,318 |
$9,848,000 |
481,318 |
|
BCS Wealth Management |
3 |
- |
2024-03-31 |
480,653 |
$9,820,000 |
21,854 |
|
Red Spruce Capital LLC |
3 |
- |
2024-03-31 |
455,523 |
$9,306,000 |
61,715 |
|
Private Advisor Group LLC |
277 |
- |
2023-12-31 |
435,720 |
$8,913,000 |
32,544 |
|
COOKSON PEIRCE & CO INC |
62 |
- |
2023-12-31 |
422,108 |
$8,634,000 |
-7,567 |
|
Ironwood Wealth Management llc |
10 |
- |
2024-03-31 |
418,478 |
$8,549,000 |
-96,972 |
|
Kestra Advisory Services LLC |
304 |
- |
2023-12-31 |
417,905 |
$8,548,000 |
1,918 |
|
Union Bankshares Corp |
31 |
- |
2024-03-31 |
411,512 |
$8,407,000 |
65,423 |
|
Stonebridge Capital Advisors LLC |
43 |
- |
2023-12-31 |
403,252 |
$8,249,000 |
-158,073 |
|
NORTHCAPE WEALTH MANAGEMENT LLC |
6 |
- |
2023-12-31 |
384,567 |
$7,866,000 |
-19,383 |
|
RENAISSANCE TECHNOLOGIES LLC |
1068 |
- |
2023-12-31 |
378,258 |
$7,737,000 |
279,558 |
|
Heartwood Wealth Advisors LLC |
27 |
- |
2024-03-31 |
368,881 |
$7,536,000 |
26,595 |
|
ENVESTNET ASSET MANAGEMENT INC |
1634 |
- |
2023-12-31 |
356,142 |
$7,285,000 |
20,624 |
|
We Are One Seven LLC |
53 |
- |
2023-12-31 |
355,530 |
$7,272,000 |
81,016 |
|
VAUGHAN DAVID INVESTMENTS INC/IL |
89 |
- |
2023-12-31 |
351,071 |
$7,181,000 |
30,609 |
|
Sound Stewardship LLC |
6 |
- |
2023-12-31 |
333,426 |
$6,820,000 |
-1,171 |
|
Good Life Advisors LLC |
33 |
- |
2023-12-31 |
327,523 |
$6,699,000 |
597 |
|
ATRIA INVESTMENTS LLC |
237 |
- |
2023-12-31 |
318,287 |
$6,511,000 |
223,375 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
30 |
- |
2024-03-31 |
317,345 |
$6,483,000 |
39,114 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
118 |
- |
2023-12-31 |
302,813 |
$6,194,000 |
-78,321 |
|
TRUENORTH, INC. |
8 |
- |
2023-12-31 |
301,994 |
$6,177,000 |
-4,933 |
|
FCA CORP /TX |
5 |
- |
2023-12-31 |
301,750 |
$6,172,000 |
-21,589 |
|
Atria Wealth Solutions Inc. |
258 |
- |
2023-12-31 |
296,382 |
$6,062,000 |
118,589 |
|
TCG Advisory Services LLC |
60 |
- |
2023-12-31 |
295,724 |
$6,049,000 |
16,113 |
|
Equitable Holdings Inc. |
193 |
- |
2023-12-31 |
293,336 |
$6,000,000 |
12,049 |
|
Goepper Burkhardt LLC |
11 |
- |
2023-12-31 |
279,288 |
$5,711,000 |
7,800 |
|
REBALANCE LLC |
22 |
- |
2023-12-31 |
273,995 |
$5,605,000 |
36,086 |
|
WEALTHSOURCE PARTNERS LLC |
46 |
- |
2023-12-31 |
271,180 |
$5,547,000 |
103,224 |
|
CWM LLC |
403 |
- |
2024-03-31 |
267,460 |
$5,464,000 |
6,237 |
|
Straight Path Wealth Management |
|
- |
2023-12-31 |
263,686 |
$5,394,000 |
18,243 |
|
WEBSTER BANK |
44 |
- |
2024-03-31 |
258,012 |
$5,271,000 |
47,285 |
|
Marietta Wealth Management LLC |
46 |
- |
2023-12-31 |
257,612 |
$5,269,000 |
-5,452 |
|
GRADIENT INVESTMENTS LLC |
135 |
- |
2023-12-31 |
241,010 |
$4,930,000 |
169,018 |
|
Legacy CG LLC |
24 |
- |
2023-12-31 |
237,239 |
$4,853,000 |
33,804 |
|
Trilogy Capital Inc. |
72 |
- |
2024-03-31 |
237,361 |
$4,849,000 |
-32,076 |
|
Certified Advisory Corp |
40 |
- |
2023-12-31 |
235,991 |
$4,827,000 |
-15,939 |
|
Goss Wealth Management LLC |
366 |
- |
2023-12-31 |
226,883 |
$4,641,000 |
609 |
|
H D Vest Advisory Services |
301 |
- |
2023-12-31 |
217,760 |
$4,454,000 |
-21,627 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
43 |
- |
2024-03-31 |
217,163 |
$4,437,000 |
7,299 |
|
MORTON COMMUNITY BANK |
9 |
- |
2023-12-31 |
211,476 |
$4,326,000 |
0 |
|
Horizons Wealth Management |
11 |
- |
2024-03-31 |
205,396 |
$4,201,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1273 |
*New |
2023-12-31 |
197,954 |
$4,049,000 |
197,954 |
|
PROVISE MANAGEMENT GROUP LLC |
84 |
- |
2023-12-31 |
194,505 |
$3,979,000 |
-4,646 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
14 |
- |
2024-03-31 |
189,722 |
$3,876,000 |
18,301 |
|
BEACON FINANCIAL GROUP |
60 |
- |
2023-12-31 |
188,024 |
$3,846,000 |
-24,003 |
|
Migdal Insurance & Financial Holdings Ltd. |
89 |
- |
2023-12-31 |
185,920 |
$3,803,000 |
33,260 |
|
TPG Financial Advisors LLC |
17 |
- |
2023-12-31 |
183,535 |
$3,752,000 |
1,137 |
|
Solitude Financial Services |
15 |
- |
2023-12-31 |
180,364 |
$3,689,000 |
-5,768 |
|
St. Louis Financial Planners Asset Management LLC |
6 |
- |
2024-03-31 |
176,353 |
$3,603,000 |
10,455 |
|
ETF Store Inc. |
12 |
- |
2023-12-31 |
170,596 |
$3,490,000 |
9,449 |
|
Baird Financial Group Inc. |
770 |
- |
2023-12-31 |
168,013 |
$3,437,000 |
-39,368 |
|
Berger Financial Group Inc |
88 |
- |
2024-03-31 |
168,189 |
$3,436,000 |
7,912 |
|
|
100 Records found
|
1
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