|
Institutional
Holders
Total
Institutions:
|
175 22 |
|
Total
shares held :
|
39,832,384 |
|
% of shares
held :
|
44.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
106 |
|
Amount
of shares held :
|
7,973,907 |
|
% of shares
held change :
|
8.86% |
|
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 |
338 |
- |
2024-03-31 |
4,580,495 |
$142,728,000 |
383,922 |
|
LPL FINANCIAL CORP |
255 |
- |
2024-03-31 |
4,029,984 |
$125,574,000 |
1,102,779 |
|
Capital Group Private Client Services Inc. |
22 |
- |
2024-03-31 |
3,316,695 |
$103,348,000 |
103,049 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
132 |
- |
2024-03-31 |
2,204,326 |
$68,687,000 |
413,898 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
188 |
- |
2024-03-31 |
1,980,602 |
$61,716,000 |
355,935 |
|
RAYMOND JAMES & ASSOCIATES |
422 |
- |
2024-03-31 |
1,540,432 |
$48,000,000 |
488,439 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
265 |
- |
2024-03-31 |
1,505,561 |
$46,913,000 |
23,619 |
|
WELLS FARGO & CO/MN |
754 |
- |
2024-03-31 |
1,447,676 |
$45,110,000 |
244,886 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
109 |
- |
2024-03-31 |
1,421,771 |
$44,302,000 |
104,718 |
|
MML INVESTORS SERVICES LLC |
136 |
- |
2024-03-31 |
1,341,589 |
$41,804,000 |
68,539 |
|
STIFEL FINANCIAL CORP |
364 |
- |
2024-03-31 |
1,191,170 |
$37,117,000 |
767,357 |
|
MULTIFINANCIAL SECURITIES CORP |
74 |
- |
2024-03-31 |
1,158,593 |
$36,102,000 |
286,273 |
|
ROYAL BANK OF CANADA |
949 |
- |
2024-03-31 |
941,492 |
$29,337,000 |
255,795 |
|
Baird Financial Group Inc. |
263 |
- |
2024-03-31 |
913,534 |
$28,466,000 |
19,488 |
|
CWM LLC |
176 |
- |
2024-03-31 |
763,794 |
$23,800,000 |
640,082 |
|
Souders Financial Advisors |
7 |
- |
2024-03-31 |
739,622 |
$23,047,000 |
19,999 |
|
Midwest Heritage Bank FSB |
2 |
- |
2024-03-31 |
721,613 |
$22,485,000 |
101,785 |
|
TCG Advisory Services LLC |
18 |
- |
2024-03-31 |
629,922 |
$19,628,000 |
599,548 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
340 |
- |
2024-03-31 |
588,264 |
$18,330,000 |
6,798 |
|
UBS Group AG |
1365 |
- |
2024-03-31 |
476,149 |
$14,837,000 |
97,380 |
|
Goss Wealth Management LLC |
174 |
- |
2024-03-31 |
444,884 |
$13,863,000 |
199,557 |
|
Kestra Advisory Services LLC |
257 |
- |
2024-03-31 |
398,060 |
$12,404,000 |
64,104 |
|
OLD MISSION CAPITAL LLC |
50 |
- |
2024-03-31 |
391,879 |
$12,211,000 |
391,879 |
|
Vantage Financial Partners Ltd. Inc. |
12 |
- |
2024-03-31 |
377,819 |
$11,773,000 |
31,442 |
|
DAVIDSON D A & CO |
158 |
- |
2024-03-31 |
374,219 |
$11,661,000 |
82,734 |
|
Private Advisor Group LLC |
230 |
- |
2024-03-31 |
366,986 |
$11,435,000 |
75,027 |
|
Strategic Blueprint LLC |
25 |
- |
2024-03-31 |
351,533 |
$10,954,000 |
29,786 |
|
Orion Portfolio Solutions LLC |
188 |
- |
2024-03-31 |
331,264 |
$10,322,000 |
51,826 |
|
LINCOLN NATIONAL CORP |
87 |
- |
2024-03-31 |
322,800 |
$10,058,000 |
65,100 |
|
FINANCIAL NETWORK |
383 |
- |
2024-03-31 |
316,251 |
$9,854,000 |
17,286 |
|
JANNEY MONTGOMERY SCOTT LLC |
537 |
- |
2024-03-31 |
312,680 |
$9,743,000 |
60,066 |
|
Envestnet Portfolio Solutions Inc. |
235 |
- |
2024-03-31 |
311,362 |
$9,702,000 |
35,827 |
|
Vestmark Advisory Solutions Inc. |
56 |
- |
2024-03-31 |
285,142 |
$8,885,000 |
43,609 |
|
HARBOUR INVESTMENTS INC. |
47 |
- |
2023-12-31 |
306,731 |
$8,680,000 |
61,165 |
|
ADVISORY SERVICES NETWORK, LLC |
118 |
- |
2024-03-31 |
268,123 |
$8,355,000 |
24,331 |
|
Atria Wealth Solutions Inc. |
235 |
- |
2024-03-31 |
254,250 |
$7,940,000 |
38,900 |
|
JONES FINANCIAL COMPANIES LLLP |
132 |
- |
2024-03-31 |
245,874 |
$7,661,000 |
141,215 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
85 |
- |
2024-03-31 |
244,504 |
$7,619,000 |
1,232 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
15 |
- |
2024-03-31 |
244,578 |
$7,592,000 |
32,734 |
|
Sunbelt Securities Inc. |
20 |
- |
2024-03-31 |
242,525 |
$7,557,000 |
75,188 |
|
Aptus Capital Advisors LLC |
127 |
- |
2024-03-31 |
233,071 |
$7,262,000 |
19,991 |
|
VALMARK ADVISERS INC |
83 |
- |
2024-03-31 |
196,238 |
$6,115,000 |
43,045 |
|
SMITH MOORE & CO. |
28 |
- |
2024-03-31 |
187,586 |
$5,845,000 |
36,610 |
|
Burford Brothers Inc. |
3 |
- |
2024-03-31 |
184,708 |
$5,756,000 |
32,089 |
|
MORGAN STANLEY |
3819 |
- |
2024-03-31 |
161,661 |
$5,037,000 |
154,709 |
|
Bridgewealth Advisory Group LLC |
12 |
- |
2024-03-31 |
156,243 |
$4,869,000 |
98,769 |
|
ST GERMAIN D J CO INC |
91 |
- |
2024-03-31 |
155,599 |
$4,848,000 |
4,249 |
|
PRINCIPAL SECURITIES INC. |
145 |
- |
2024-03-31 |
139,962 |
$4,361,000 |
55,210 |
|
AFS Financial Group LLC |
2 |
- |
2024-03-31 |
124,868 |
$3,891,000 |
78,907 |
|
ESSEX FINANCIAL SERVICES INC |
65 |
- |
2024-03-31 |
123,077 |
$3,835,000 |
8,028 |
|
Continuum Advisory LLC |
28 |
- |
2024-03-31 |
118,319 |
$3,689,000 |
36,818 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
64 |
- |
2024-03-31 |
118,295 |
$3,686,000 |
3,969 |
|
BLAIR WILLIAM & CO/IL |
548 |
- |
2024-03-31 |
116,386 |
$3,627,000 |
22,727 |
|
Sigma Planning Corp |
199 |
- |
2024-03-31 |
108,017 |
$3,366,000 |
63,624 |
|
AA Financial Advisors LLC |
26 |
- |
2024-03-31 |
103,745 |
$3,233,000 |
18,840 |
|
NBC SECURITIES INC. |
80 |
- |
2024-03-31 |
95,245 |
$2,967,000 |
39,534 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
81 |
- |
2024-03-31 |
81,356 |
$2,535,000 |
21,056 |
|
Bleakley Financial Group LLC |
267 |
- |
2024-03-31 |
76,212 |
$2,375,000 |
612 |
|
HIGHTOWER ADVISORS, LLC |
1328 |
- |
2024-03-31 |
75,317 |
$2,341,000 |
51,824 |
|
CAPTRUST FINANCIAL ADVISORS |
769 |
- |
2024-03-31 |
69,709 |
$2,172,000 |
10,549 |
|
Sawtooth Asset Management Inc. |
290 |
- |
2023-12-31 |
75,600 |
$2,139,000 |
2,450 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
115 |
- |
2024-03-31 |
66,405 |
$2,069,000 |
3,366 |
|
Cedar Brook Financial Partners LLC |
66 |
- |
2024-03-31 |
56,751 |
$1,768,000 |
1,149 |
|
PARK AVENUE SECURITIES LLC |
463 |
- |
2024-03-31 |
53,874 |
$1,679,000 |
5,720 |
|
Ameritas Advisory Services LLC |
272 |
- |
2024-03-31 |
53,807 |
$1,640,000 |
39,895 |
|
H D Vest Advisory Services |
612 |
- |
2024-03-31 |
49,678 |
$1,548,000 |
21,255 |
|
PROEQUITIES INC. |
227 |
- |
2024-03-31 |
44,047 |
$1,376,000 |
1,982 |
|
Lodestone Wealth Management LLC |
54 |
- |
2024-03-31 |
41,886 |
$1,305,000 |
3,208 |
|
KPP Advisory Services LLC |
71 |
- |
2024-03-31 |
36,654 |
$1,142,000 |
36,654 |
|
GREAT VALLEY ADVISOR GROUP INC. |
351 |
- |
2024-03-31 |
36,216 |
$1,129,000 |
3,742 |
|
Resources Investment Advisors Inc. |
469 |
- |
2024-03-31 |
36,119 |
$1,125,000 |
1,066 |
|
PROSPERA FINANCIAL SERVICES |
464 |
- |
2023-12-31 |
36,270 |
$1,026,000 |
2,881 |
|
Lantz Financial LLC |
82 |
- |
2024-03-31 |
31,097 |
$969,000 |
1,542 |
|
180 WEALTH ADVISORS LLC |
123 |
- |
2024-03-31 |
30,692 |
$956,000 |
2,198 |
|
Armstrong Fleming & Moore Inc |
36 |
- |
2024-03-31 |
29,284 |
$912,000 |
4,597 |
|
BAKER TILLY FINANCIAL LLC |
135 |
- |
2024-03-31 |
28,770 |
$896,000 |
4,080 |
|
WOODMONT INVESTMENT COUNSEL LLC |
145 |
- |
2024-03-31 |
28,616 |
$892,000 |
13,462 |
|
SITTNER & NELSON LLC |
41 |
- |
2024-03-31 |
28,565 |
$890,000 |
7,454 |
|
Koshinski Asset Management Inc. |
226 |
- |
2024-03-31 |
28,104 |
$876,000 |
28,104 |
|
Mayflower Financial Advisors LLC |
144 |
- |
2024-03-31 |
28,069 |
$875,000 |
20,722 |
|
CITADEL ADVISORS LLC |
3250 |
- |
2024-03-31 |
26,745 |
$833,000 |
12,352 |
|
INVESTMENT ADVISORY SERVICES INC /TX /ADV |
64 |
- |
2024-03-31 |
25,760 |
$803,000 |
1,770 |
|
HANSON MCCLAIN, INC. |
445 |
- |
2024-03-31 |
25,394 |
$791,000 |
20,810 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
314 |
- |
2024-03-31 |
24,372 |
$759,000 |
3,627 |
|
Global Retirement Partners LLC |
435 |
- |
2024-03-31 |
23,084 |
$719,000 |
4,131 |
|
Belpointe Asset Management LLC |
354 |
- |
2024-03-31 |
22,927 |
$714,000 |
1,800 |
|
SEAMOUNT FINANCIAL GROUP INC |
44 |
- |
2024-03-31 |
22,889 |
$713,000 |
5,882 |
|
Swisher Financial Concepts Inc. |
26 |
- |
2024-03-31 |
22,224 |
$686,000 |
4,312 |
|
Latitude Advisors LLC |
49 |
- |
2024-03-31 |
21,957 |
$684,000 |
5,883 |
|
OPPENHEIMER & CO INC |
907 |
- |
2024-03-31 |
20,500 |
$639,000 |
225 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1334 |
- |
2024-03-31 |
20,363 |
$635,000 |
8,650 |
|
CREATIVE PLANNING |
1671 |
- |
2024-03-31 |
20,332 |
$634,000 |
41 |
|
WEDBUSH MORGAN SECURITIES INC |
570 |
- |
2024-03-31 |
19,329 |
$602,000 |
2,532 |
|
LongView Wealth Management |
85 |
- |
2024-03-31 |
18,992 |
$592,000 |
3,658 |
|
RAYMOND JAMES TRUST CO |
652 |
- |
2024-03-31 |
18,803 |
$586,000 |
6,785 |
|
Tempus Wealth Planning LLC |
105 |
- |
2024-03-31 |
17,791 |
$554,000 |
9,275 |
|
Beacon Financial Advisory LLC |
104 |
- |
2024-03-31 |
17,778 |
$554,000 |
2,104 |
|
Patriot Financial Group Insurance Agency LLC |
258 |
- |
2024-03-31 |
17,447 |
$544,000 |
2,228 |
|
Bill Few Associates Inc. |
79 |
- |
2024-03-31 |
17,442 |
$543,000 |
875 |
|
EVERPAR ADVISORS LLC |
107 |
- |
2024-03-31 |
16,256 |
$507,000 |
150 |
|
|
100 Records found
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1
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