|
Institutional
Holders
Total
Institutions:
|
241 27 |
|
Total
shares held :
|
89,326,931 |
|
% of shares
held :
|
99.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
89 |
|
Amount
of shares held :
|
27,924,964 |
|
% of shares
held change :
|
31.03% |
|
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 |
LPL FINANCIAL CORP |
52 |
- |
2024-03-31 |
24,902,705 |
$696,280,000 |
3,034,557 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
66 |
- |
2024-03-31 |
5,997,573 |
$167,692,000 |
2,082,727 |
|
Advisor Group Holdings Inc. |
64 |
- |
2024-03-31 |
4,492,308 |
$125,603,000 |
429,664 |
|
ENVESTNET ASSET MANAGEMENT INC |
431 |
- |
2023-12-31 |
3,380,001 |
$89,807,000 |
1,113,046 |
|
AE Wealth Management LLC |
39 |
- |
2023-12-31 |
2,892,775 |
$78,134,000 |
1,455,390 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
74 |
- |
2024-03-31 |
2,279,513 |
$63,735,000 |
837,121 |
|
CWM LLC |
60 |
- |
2024-03-31 |
2,276,465 |
$63,650,000 |
303,155 |
|
JANNEY MONTGOMERY SCOTT LLC |
142 |
- |
2024-03-31 |
1,753,663 |
$49,032,000 |
31,893 |
|
MML INVESTORS SERVICES LLC |
100 |
- |
2023-12-31 |
1,774,031 |
$47,136,000 |
485,564 |
|
Kestra Advisory Services LLC |
46 |
- |
2023-12-31 |
1,678,603 |
$44,600,000 |
324,139 |
|
Private Advisor Group LLC |
77 |
- |
2024-03-31 |
1,421,685 |
$39,750,000 |
153,249 |
|
ROYAL BANK OF CANADA |
790 |
- |
2023-12-31 |
1,489,044 |
$39,564,000 |
393,938 |
|
Cetera Investment Advisers |
64 |
- |
2023-12-31 |
1,358,395 |
$36,093,000 |
21,673 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
18 |
- |
2024-03-31 |
1,262,549 |
$35,301,000 |
672,406 |
|
FINANCIAL NETWORK |
107 |
- |
2023-12-31 |
1,264,803 |
$33,606,000 |
479,261 |
|
MILESTONE ASSET MANAGEMENT LLC |
1 |
- |
2024-03-31 |
1,183,862 |
$33,101,000 |
659,889 |
|
Tradition Wealth Management LLC |
2 |
- |
2023-12-31 |
1,225,490 |
$32,232,000 |
82,973 |
|
Hobart Private Capital LLC |
2 |
- |
2024-03-31 |
1,083,815 |
$30,303,000 |
136,098 |
|
IHT Wealth Management LLC |
11 |
- |
2023-12-31 |
1,114,162 |
$29,603,000 |
835,918 |
|
Gladstone Institutional Advisory LLC |
9 |
- |
2023-12-31 |
1,060,688 |
$28,182,000 |
-23,033 |
|
Atria Wealth Solutions Inc. |
55 |
- |
2023-12-31 |
982,200 |
$26,097,000 |
-36,231 |
|
Good Life Advisors LLC |
9 |
- |
2024-03-31 |
903,979 |
$25,275,000 |
-14,678 |
|
Centennial Wealth Advisory LLC |
2 |
- |
2024-03-31 |
819,128 |
$22,903,000 |
90,371 |
|
Foundations Investment Advisors LLC |
40 |
*New |
2023-12-31 |
818,381 |
$22,137,000 |
818,381 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
830,960 |
$22,079,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
24 |
- |
2023-12-31 |
778,139 |
$20,675,000 |
523,888 |
|
HARBOUR INVESTMENTS INC. |
20 |
- |
2023-12-31 |
768,726 |
$20,425,000 |
150,216 |
|
Arkadios Wealth Advisors |
10 |
- |
2024-03-31 |
671,482 |
$18,775,000 |
-11,339 |
|
BB&T CORP |
422 |
- |
2023-12-31 |
705,212 |
$18,737,000 |
236,987 |
|
RFG Advisory Group LLC |
24 |
- |
2024-03-31 |
640,145 |
$17,898,000 |
361 |
|
KICKSTAND VENTURES LLC. |
3 |
*New |
2023-12-31 |
666,562 |
$17,711,000 |
666,562 |
|
MULTIFINANCIAL SECURITIES CORP |
89 |
- |
2023-12-31 |
656,508 |
$17,443,000 |
73,354 |
|
INTL FCSTONE INC. |
7 |
- |
2024-03-31 |
620,801 |
$17,358,000 |
97,695 |
|
Feltz Wealth PLAN Inc. |
7 |
- |
2024-03-31 |
596,381 |
$16,675,000 |
-1,180 |
|
Concorde Asset Management LLC |
1 |
- |
2023-12-31 |
612,781 |
$16,282,000 |
270,216 |
|
Financial Network Wealth Advisors LLC |
1 |
- |
2023-12-31 |
588,963 |
$15,649,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
79 |
- |
2023-12-31 |
580,736 |
$15,430,000 |
-2,209 |
|
GREAT VALLEY ADVISOR GROUP INC. |
58 |
- |
2024-03-31 |
548,647 |
$15,340,000 |
261,399 |
|
Mach-1 Financial Group Inc. |
2 |
- |
2024-03-31 |
541,623 |
$15,144,000 |
33,107 |
|
Sound View Wealth Advisors Group LLC |
13 |
- |
2024-03-31 |
512,622 |
$14,333,000 |
446,613 |
|
HIGHTOWER ADVISORS, LLC |
564 |
- |
2024-03-31 |
511,860 |
$14,309,000 |
-6,509 |
|
Goss Wealth Management LLC |
161 |
- |
2023-12-31 |
523,859 |
$14,043,000 |
232,357 |
|
Amplius Wealth Advisors LLC |
20 |
- |
2024-03-31 |
442,269 |
$12,366,000 |
-762,837 |
|
Brookstone Capital Management |
108 |
- |
2024-03-31 |
438,209 |
$12,252,000 |
83,177 |
|
Pitti Group Wealth Management LLC |
1 |
- |
2024-03-31 |
414,803 |
$11,569,000 |
64 |
|
Integrated Wealth Concepts LLC |
125 |
- |
2023-12-31 |
434,333 |
$11,540,000 |
385,089 |
|
SimpliFi Inc. |
9 |
- |
2024-03-31 |
389,201 |
$10,882,000 |
-7,935 |
|
Solitude Financial Services |
8 |
*New |
2024-03-31 |
386,551 |
$10,808,000 |
386,551 |
|
PSI Advisors LLC |
4 |
- |
2024-03-31 |
381,105 |
$10,656,000 |
275,811 |
|
WealthPlan Investment Management LLC |
13 |
- |
2023-12-31 |
388,500 |
$10,322,000 |
-1,309 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
462 |
- |
2024-03-31 |
365,711 |
$10,225,000 |
128,365 |
|
FTB Advisors Inc. |
106 |
- |
2024-03-31 |
364,419 |
$10,189,000 |
830 |
|
Drake & Associates LLC |
12 |
- |
2024-03-31 |
363,205 |
$10,155,000 |
22,649 |
|
Tower Wealth Partners Inc. |
7 |
- |
2024-03-31 |
361,984 |
$10,121,000 |
1,482 |
|
Simplicity WealthLLC |
83 |
*New |
2024-03-31 |
355,987 |
$9,953,000 |
355,987 |
|
Concurrent Investment Advisors LLC |
57 |
- |
2024-03-31 |
340,622 |
$9,524,000 |
119,064 |
|
RiverTree Advisors LLC |
5 |
- |
2024-03-31 |
338,462 |
$9,463,000 |
-79,763 |
|
H D Vest Advisory Services |
189 |
- |
2024-03-31 |
331,785 |
$9,277,000 |
47,079 |
|
Schulz Wealth LTD. |
4 |
- |
2024-03-31 |
321,463 |
$8,988,000 |
-9,244 |
|
Hibernia Wealth Partners LLC |
5 |
- |
2024-03-31 |
314,552 |
$8,795,000 |
60,244 |
|
ABLE Financial Group LLC |
5 |
*New |
2024-03-31 |
301,639 |
$8,434,000 |
301,639 |
|
Triton Wealth Management PLLC |
4 |
- |
2024-03-31 |
300,874 |
$8,328,000 |
69,257 |
|
Strategic Blueprint LLC |
39 |
- |
2024-03-31 |
296,526 |
$8,291,000 |
270,703 |
|
Redhawk Wealth Advisors Inc. |
14 |
*New |
2023-12-31 |
309,374 |
$8,220,000 |
309,374 |
|
Bleakley Financial Group LLC |
82 |
- |
2024-03-31 |
284,557 |
$7,956,000 |
147,843 |
|
MONEY CONCEPTS CAPITAL CORP |
32 |
- |
2024-03-31 |
284,490 |
$7,954,000 |
135,123 |
|
Stratos Wealth Partners LTD. |
156 |
- |
2024-03-31 |
282,120 |
$7,888,000 |
133,178 |
|
Valtinson Bruner Financial Planning LLC |
5 |
- |
2024-03-31 |
280,066 |
$7,831,000 |
92,221 |
|
Key Financial Inc |
9 |
- |
2024-03-31 |
292,158 |
$7,763,000 |
0 |
|
NorthRock Partners LLC |
26 |
- |
2024-03-31 |
270,266 |
$7,557,000 |
5,972 |
|
Sigma Planning Corp |
82 |
- |
2024-03-31 |
262,748 |
$7,346,000 |
184,698 |
|
Envestnet Portfolio Solutions Inc. |
296 |
- |
2024-03-31 |
258,834 |
$7,237,000 |
41,470 |
|
IFG Advisory LLC |
37 |
- |
2024-03-31 |
255,518 |
$7,144,000 |
115,992 |
|
Sawtooth Asset Management Inc. |
94 |
- |
2023-12-31 |
256,493 |
$6,815,000 |
80,442 |
|
Naviter Wealth LLC |
19 |
*New |
2024-03-31 |
232,732 |
$6,507,000 |
232,732 |
|
Financial Futures Ltd Liability Co. |
9 |
- |
2024-03-31 |
225,040 |
$6,292,000 |
21,474 |
|
Resources Investment Advisors Inc. |
172 |
- |
2024-03-31 |
223,722 |
$6,255,000 |
10,648 |
|
COLUMBIA ADVISORY PARTNERS LLC |
6 |
- |
2024-03-31 |
222,647 |
$6,225,000 |
-18,425 |
|
RENAISSANCE TECHNOLOGIES LLC |
1217 |
- |
2023-12-31 |
232,991 |
$6,191,000 |
169,277 |
|
CENTAURUS FINANCIAL INC. |
42 |
- |
2023-12-31 |
231,048 |
$6,139,000 |
17,078 |
|
Twin Peaks Wealth Advisors LLC |
6 |
- |
2024-03-31 |
216,832 |
$6,063,000 |
98,043 |
|
Kingsview Wealth Management LLC |
151 |
- |
2024-03-31 |
212,621 |
$5,945,000 |
-10,785 |
|
Delta Investment Management LLC |
19 |
*New |
2024-03-31 |
210,750 |
$5,893,000 |
210,750 |
|
Philip James Wealth Mangement LLC |
8 |
- |
2024-03-31 |
209,840 |
$5,867,000 |
11,376 |
|
Steward Partners Investment Advisory LLC |
247 |
- |
2023-12-31 |
220,487 |
$5,858,000 |
12,575 |
|
ICA Group Wealth Management LLC |
16 |
*New |
2023-12-31 |
219,402 |
$5,830,000 |
219,402 |
|
Purus Wealth Management LLC |
8 |
- |
2024-03-31 |
207,137 |
$5,792,000 |
-2,021 |
|
Cooper Financial Group |
23 |
- |
2024-03-31 |
202,695 |
$5,667,000 |
175,241 |
|
Encompass More Asset Management |
4 |
- |
2024-03-31 |
195,618 |
$5,469,000 |
51,333 |
|
Clarus Group Inc. |
9 |
- |
2024-03-31 |
188,280 |
$5,264,000 |
-5,262 |
|
LINCOLN NATIONAL CORP |
158 |
- |
2024-03-31 |
179,092 |
$5,007,000 |
37,729 |
|
CoreCap Advisors LLC |
62 |
*New |
2023-12-31 |
185,757 |
$4,936,000 |
185,757 |
|
SSI INVESTMENT MANAGEMENT INC |
17 |
- |
2023-12-31 |
184,366 |
$4,899,000 |
86 |
|
Rockefeller Capital Management L.P. |
641 |
- |
2023-12-31 |
182,846 |
$4,858,000 |
47,185 |
|
Capital CS Group LLC |
3 |
- |
2024-03-31 |
171,636 |
$4,799,000 |
80,769 |
|
MARINER WEALTH ADVISORS, LLC |
703 |
- |
2023-12-31 |
175,618 |
$4,666,000 |
116,495 |
|
TSFG LLC |
25 |
- |
2024-03-31 |
166,626 |
$4,659,000 |
149,344 |
|
Wealthcare Advisory Partners LLC |
115 |
- |
2024-03-31 |
166,564 |
$4,657,000 |
80,652 |
|
FOCUS Wealth Advisors LLC |
12 |
- |
2024-03-31 |
164,457 |
$4,598,000 |
26,927 |
|
Ignite Planners LLC |
13 |
- |
2024-03-31 |
163,279 |
$4,557,000 |
106,906 |
|
|
100 Records found
|
1
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