|
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 :
|
|
|
0.22 (1.09%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
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 |
|
- |
2024-03-31 |
4,787,346 |
$97,805,000 |
-256,888 |
|
AMERIPRISE FINANCIAL INC |
857 |
- |
2023-12-31 |
2,018,772 |
$41,354,000 |
-300,903 |
|
Brookstone Capital Management |
38 |
- |
2024-03-31 |
1,578,845 |
$32,256,000 |
-114,788 |
|
Aptus Capital Advisors LLC |
46 |
- |
2023-12-31 |
811,719 |
$16,604,000 |
-1,508,551 |
|
Steward Partners Investment Advisory LLC |
118 |
- |
2023-12-31 |
682,758 |
$13,966,000 |
-34,330 |
|
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 |
|
SENTINEL PENSION ADVISORS INC |
6 |
- |
2023-12-31 |
545,017 |
$11,148,000 |
-113,106 |
|
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 |
|
AMJ Financial Wealth Management |
|
- |
2024-03-31 |
495,302 |
$10,119,000 |
-5,753 |
|
Ironwood Wealth Management llc |
10 |
- |
2024-03-31 |
418,478 |
$8,549,000 |
-96,972 |
|
Stonebridge Capital Advisors LLC |
43 |
- |
2023-12-31 |
403,252 |
$8,249,000 |
-158,073 |
|
NORTHCAPE WEALTH MANAGEMENT LLC |
5 |
- |
2024-03-31 |
380,910 |
$7,782,000 |
-3,657 |
|
Sound Stewardship LLC |
|
- |
2024-03-31 |
327,987 |
$6,701,000 |
-5,439 |
|
Good Life Advisors LLC |
38 |
- |
2024-03-31 |
307,984 |
$6,292,000 |
-19,539 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
|
- |
2024-03-31 |
297,796 |
$6,084,000 |
-5,017 |
|
Trilogy Capital Inc. |
72 |
- |
2024-03-31 |
237,361 |
$4,849,000 |
-32,076 |
|
GRADIENT INVESTMENTS LLC |
140 |
- |
2024-03-31 |
229,398 |
$4,687,000 |
-11,612 |
|
PROVISE MANAGEMENT GROUP LLC |
|
- |
2024-03-31 |
190,155 |
$3,885,000 |
-4,350 |
|
Baird Financial Group Inc. |
770 |
- |
2023-12-31 |
168,013 |
$3,437,000 |
-39,368 |
|
Integrated Wealth Concepts LLC |
319 |
- |
2023-12-31 |
164,529 |
$3,365,000 |
-1,039 |
|
OLD SECOND NATIONAL BANK OF AURORA |
|
- |
2024-03-31 |
163,179 |
$3,334,000 |
-2,399 |
|
NOVARE CAPITAL MANAGEMENT LLC |
|
- |
2024-03-31 |
154,983 |
$3,166,000 |
-4,379 |
|
Migdal Insurance & Financial Holdings Ltd. |
99 |
- |
2024-03-31 |
141,626 |
$2,893,000 |
-44,294 |
|
SFE INVESTMENT COUNSEL |
|
- |
2024-03-31 |
133,408 |
$2,726,000 |
-2,676 |
|
Laurel Wealth Advisors LLC |
54 |
- |
2023-12-31 |
129,598 |
$2,651,000 |
-3,642 |
|
GILL CAPITAL PARTNERS LLC |
|
- |
2024-03-31 |
109,983 |
$2,244,000 |
-3,482 |
|
FINANCIAL ADVISORY GROUP |
|
- |
2024-03-31 |
106,591 |
$2,178,000 |
-1,254 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
197 |
- |
2023-12-31 |
96,715 |
$1,978,000 |
-3,428 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2024-03-31 |
94,934 |
$1,940,000 |
-38,338 |
|
DENVER WEALTH MANAGEMENT INC. |
19 |
- |
2024-03-31 |
91,216 |
$1,864,000 |
-37,813 |
|
ASPEN INVESTMENT MANAGEMENT INC |
31 |
- |
2024-03-31 |
84,771 |
$1,732,000 |
-22,182 |
|
Oliver Luxxe Assets LLC |
89 |
- |
2024-03-31 |
75,393 |
$1,540,000 |
-47,596 |
|
Altus Wealth Group LLC |
37 |
- |
2024-03-31 |
68,767 |
$1,405,000 |
-6,526 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
425 |
- |
2024-03-31 |
68,641 |
$1,402,000 |
-2,646 |
|
RVW Wealth LLC |
54 |
- |
2024-03-31 |
67,923 |
$1,388,000 |
-7,103 |
|
Ballew Advisors Inc |
27 |
- |
2024-03-31 |
66,408 |
$1,355,000 |
-2,416 |
|
PROSPERA FINANCIAL SERVICES |
393 |
- |
2023-12-31 |
65,551 |
$1,341,000 |
-2,797 |
|
Virginia National Bank |
4 |
- |
2023-09-30 |
61,524 |
$1,237,000 |
-6,004 |
|
GLOBALT Investments LLC / GA |
136 |
- |
2024-03-31 |
59,865 |
$1,223,000 |
-3,522 |
|
Certified Advisory Corp |
|
- |
2024-03-31 |
57,044 |
$1,165,000 |
-178,947 |
|
ETF Store Inc. |
27 |
- |
2024-03-31 |
56,516 |
$1,155,000 |
-114,080 |
|
Matthew Goff Investment Advisor LLC |
56 |
- |
2024-03-31 |
55,762 |
$1,139,000 |
-2,428 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
143 |
- |
2024-03-31 |
51,110 |
$1,044,000 |
-2,600 |
|
Mirador Capital Partners LP |
88 |
- |
2024-03-31 |
48,525 |
$991,000 |
-80,124 |
|
SAVANT CAPITAL MANAGEMENT INC |
|
- |
2024-03-31 |
44,344 |
$906,000 |
-4,303 |
|
Apella Capital LLC |
146 |
- |
2024-03-31 |
43,813 |
$896,000 |
-2,209 |
|
HM PAYSON & CO |
214 |
- |
2023-12-31 |
42,744 |
$874,000 |
-14,250 |
|
Squarepoint Ops LLC |
1415 |
- |
2023-12-31 |
42,295 |
$865,000 |
-4,419 |
|
Global Retirement Partners LLC |
397 |
- |
2024-03-31 |
40,417 |
$826,000 |
-2,174 |
|
Resonant Capital Advisors LLC |
164 |
- |
2024-03-31 |
39,467 |
$806,000 |
-14 |
|
MULTIFINANCIAL SECURITIES CORP |
870 |
- |
2023-12-31 |
39,252 |
$803,000 |
-1,021 |
|
4Thought Financial Group Inc. |
18 |
- |
2024-03-31 |
39,276 |
$802,000 |
-304 |
|
Beacon Pointe Advisors LLC |
738 |
- |
2023-12-31 |
37,358 |
$764,000 |
-6,712 |
|
Insight Wealth Partners LLC |
|
- |
2024-03-31 |
34,230 |
$699,000 |
-1,029 |
|
WESPAC ADVISORS, LLC |
91 |
- |
2024-03-31 |
33,751 |
$690,000 |
-4,680 |
|
Sargent Bickham Lagudis LLC |
159 |
- |
2022-12-31 |
29,942 |
$603,000 |
-10,766 |
|
FC Advisory LLC |
58 |
- |
2024-03-31 |
28,432 |
$581,000 |
-1,365 |
|
AE Wealth Management LLC |
1379 |
- |
2023-12-31 |
26,403 |
$540,000 |
-8,418 |
|
Legacy CG LLC |
39 |
- |
2024-03-31 |
24,364 |
$498,000 |
-212,875 |
|
VALLEY NATIONAL ADVISERS INC |
167 |
- |
2024-03-31 |
23,833 |
$486,000 |
-17,378 |
|
Capital Investment Advisors LLC |
390 |
- |
2024-03-31 |
23,702 |
$484,000 |
-1,940 |
|
SIGMA INVESTMENT COUNSELORS INC |
131 |
- |
2024-03-31 |
22,225 |
$454,000 |
-2,245 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
356 |
- |
2024-03-31 |
19,885 |
$406,000 |
-915 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
103 |
- |
2023-06-30 |
19,952 |
$402,000 |
-2,764 |
|
YHB INVESTMENT ADVISORS, INC. |
213 |
- |
2024-03-31 |
18,464 |
$377,000 |
-559 |
|
Kingsview Wealth Management LLC |
|
- |
2024-03-31 |
16,636 |
$340,000 |
-5,381 |
|
NORTHERN OAK CAPITAL MANAGEMENT INC |
191 |
- |
2024-03-31 |
15,483 |
$316,000 |
-23,698 |
|
Streettalk Advisors LLC |
355 |
- |
2024-03-31 |
14,902 |
$304,000 |
-2,261 |
|
Hennion & Walsh Asset Management Inc. |
695 |
- |
2024-03-31 |
14,474 |
$296,000 |
-2,413 |
|
W.H. Cornerstone Investments Inc. |
|
- |
2024-03-31 |
13,987 |
$286,000 |
-15,597 |
|
Sterling Financial Group Inc. |
58 |
- |
2024-03-31 |
11,576 |
$236,000 |
-4,013 |
|
WOODMONT INVESTMENT COUNSEL LLC |
252 |
- |
2024-03-31 |
10,000 |
$204,000 |
-33,280 |
|
IOWA STATE BANK |
105 |
- |
2024-03-31 |
9,866 |
$202,000 |
-2,230 |
|
IFP Advisors Inc |
1104 |
- |
2023-12-31 |
6,750 |
$138,000 |
-1,041 |
|
Sutton Wealth Advisors Inc. |
164 |
- |
2023-09-30 |
5,320 |
$107,000 |
-223 |
|
Impact Partnership Wealth LLC |
301 |
- |
2023-12-31 |
2,876 |
$59,000 |
-6,197 |
|
SJS Investment Consulting Inc. |
221 |
- |
2024-03-31 |
1,736 |
$35,000 |
-3,159 |
|
Parallel Advisors LLC |
|
- |
2024-03-31 |
1,266 |
$26,000 |
-2,488 |
|
|
82 Records found
|
1
|
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