|
Institutional
Holders
Total
Institutions:
|
244 27 |
|
Total
shares held :
|
64,311,913 |
|
% of shares
held :
|
71.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
102 |
|
Amount
of shares held :
|
9,625,046 |
|
% of shares
held change :
|
10.69% |
|
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 |
TRUEPOINT, INC. |
2 |
- |
2024-03-31 |
9,939,422 |
$416,959,000 |
606,878 |
|
HBK SORCE ADVISORY LLC |
3 |
- |
2024-03-31 |
6,953,343 |
$291,693,000 |
303,687 |
|
Beaird Harris Wealth Management LLC |
1 |
- |
2024-03-31 |
2,625,985 |
$110,160,000 |
123,431 |
|
WPWealth LLP |
1 |
- |
2024-03-31 |
2,269,704 |
$95,214,000 |
208,524 |
|
Resources Investment Advisors Inc. |
12 |
- |
2024-03-31 |
1,876,728 |
$78,729,000 |
501,419 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
162 |
- |
2024-03-31 |
1,759,373 |
$73,806,000 |
-39,110 |
|
DiNuzzo Private Wealth Inc. |
3 |
- |
2024-03-31 |
1,743,978 |
$73,160,000 |
88,760 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
8 |
- |
2024-03-31 |
1,739,028 |
$72,952,000 |
75,833 |
|
Pathstone Holdings LLC |
49 |
- |
2024-03-31 |
1,659,542 |
$69,616,000 |
29,000 |
|
Great Waters Wealth Management |
3 |
- |
2024-03-31 |
1,508,421 |
$63,278,000 |
249,298 |
|
HIGHTOWER ADVISORS, LLC |
238 |
- |
2024-03-31 |
1,330,924 |
$55,833,000 |
824,865 |
|
HANSON MCCLAIN, INC. |
32 |
- |
2024-03-31 |
1,286,722 |
$53,978,000 |
-10,757 |
|
Core Wealth Management Inc. |
3 |
- |
2024-03-31 |
1,226,303 |
$51,443,000 |
287,440 |
|
Apella Capital LLC |
9 |
- |
2024-03-31 |
1,184,046 |
$49,375,000 |
34,200 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
3 |
- |
2024-03-31 |
1,017,586 |
$42,688,000 |
66,679 |
|
SAVANT CAPITAL MANAGEMENT INC |
42 |
- |
2024-03-31 |
991,640 |
$41,599,000 |
-89,473 |
|
RW Investment Management LLC |
8 |
- |
2024-03-31 |
956,835 |
$40,139,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
50 |
- |
2023-09-30 |
1,318,428 |
$39,483,000 |
-146,384 |
|
JANE STREET GROUP LLC |
289 |
- |
2024-03-31 |
918,778 |
$38,543,000 |
-444,704 |
|
Sequoia Financial Advisors LLC |
50 |
- |
2024-03-31 |
881,494 |
$36,979,000 |
-340,868 |
|
LPL FINANCIAL CORP |
673 |
- |
2024-03-31 |
849,067 |
$35,618,000 |
451,718 |
|
SAX WEALTH ADVISORS LLC |
7 |
- |
2024-03-31 |
845,322 |
$35,461,000 |
326,410 |
|
PURE FINANCIAL ADVISORS, INC. |
20 |
- |
2024-03-31 |
807,279 |
$33,865,000 |
28,564 |
|
Annandale Capital LLC |
2 |
- |
2024-03-31 |
774,131 |
$32,475,000 |
32,674 |
|
Ullmann Financial Group Inc. |
6 |
- |
2024-03-31 |
768,858 |
$32,254,000 |
36,817 |
|
Creative Capital Management Investments LLC |
3 |
- |
2024-03-31 |
702,028 |
$29,450,000 |
68,533 |
|
Grunden Financial Advisory Inc. |
2 |
- |
2024-03-31 |
684,885 |
$28,731,000 |
10,003 |
|
Integrated Wealth Concepts LLC |
32 |
- |
2024-03-31 |
684,047 |
$28,696,000 |
47,157 |
|
Rather & Kittrell Inc. |
3 |
- |
2024-03-31 |
650,640 |
$27,294,000 |
122,173 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
14 |
- |
2024-03-31 |
646,207 |
$27,108,000 |
108,643 |
|
SRS Capital Advisors Inc. |
7 |
- |
2024-03-31 |
631,253 |
$26,481,000 |
26,818 |
|
HUNTINGTON ASSET ADVISORS INC. |
13 |
- |
2024-03-31 |
624,190 |
$26,185,000 |
-284,579 |
|
Mattern Wealth Management LLC |
2 |
- |
2024-03-31 |
589,552 |
$24,732,000 |
-35,616 |
|
Betterment LLC |
60 |
- |
2024-03-31 |
583,236 |
$24,467,000 |
319,255 |
|
Root Financial Partners LLC |
4 |
- |
2024-03-31 |
566,125 |
$23,749,000 |
33,563 |
|
Dynamic Advisors Solutions LLC |
18 |
- |
2024-03-31 |
551,660 |
$23,142,000 |
75,797 |
|
Relaxing Retirement Coach |
5 |
- |
2023-06-30 |
549,901 |
$22,947,000 |
82,857 |
|
TRIAD FINANCIAL ADVISORS INC. |
4 |
- |
2023-09-30 |
529,012 |
$21,356,000 |
230,200 |
|
GREAT OAK CAPITAL PARTNERS LLC |
2 |
- |
2024-03-31 |
505,052 |
$21,187,000 |
46,299 |
|
BCR Wealth Strategies LLC |
3 |
- |
2024-03-31 |
488,569 |
$20,496,000 |
747 |
|
Beacon Pointe Advisors LLC |
109 |
- |
2024-03-31 |
470,424 |
$19,734,000 |
66,107 |
|
RCS Financial Planning LLC |
1 |
- |
2024-03-31 |
465,427 |
$19,525,000 |
-76,454 |
|
ENVESTNET ASSET MANAGEMENT INC |
1136 |
- |
2024-03-31 |
459,782 |
$19,288,000 |
-307,555 |
|
DecisionPoint Financial LLC |
5 |
- |
2024-03-31 |
466,936 |
$19,107,000 |
35,143 |
|
Spinnaker Investment Group LLC |
6 |
- |
2024-03-31 |
454,688 |
$19,074,000 |
42,361 |
|
Hemington Wealth Management |
4 |
- |
2024-03-31 |
441,011 |
$18,501,000 |
46,808 |
|
Rise Advisors LLC |
3 |
- |
2024-03-31 |
429,904 |
$18,034,000 |
14,025 |
|
CFS Investment Advisory Services LLC |
7 |
- |
2024-03-31 |
426,414 |
$17,888,000 |
-21,300 |
|
Fundamentun LLC |
13 |
*New |
2024-03-31 |
416,772 |
$17,484,000 |
416,772 |
|
AE Wealth Management LLC |
141 |
- |
2024-03-31 |
399,178 |
$16,745,000 |
-169,152 |
|
CI Private Wealth LLC |
422 |
- |
2024-03-31 |
397,372 |
$16,670,000 |
18,959 |
|
Graves-Light Private Wealth Management Inc. |
17 |
- |
2024-03-31 |
383,151 |
$16,073,000 |
71,913 |
|
J P MORGAN CHASE & CO |
1789 |
- |
2024-03-31 |
381,817 |
$16,017,000 |
24,058 |
|
Forum Financial Management LP |
28 |
- |
2024-03-31 |
374,969 |
$15,730,000 |
-43,636 |
|
BetterWealth LLC |
6 |
- |
2024-03-31 |
367,135 |
$15,401,000 |
14,987 |
|
Ruedi Wealth Management Inc. |
3 |
- |
2024-03-31 |
364,965 |
$15,310,000 |
-46,615 |
|
Tillman Hartley LLC |
6 |
- |
2024-03-31 |
323,664 |
$13,578,000 |
1,124 |
|
MOLLER FINANCIAL SERVICES |
11 |
*New |
2024-03-31 |
317,677 |
$13,327,000 |
317,677 |
|
Financial Synergies Wealth Advisors Inc. |
12 |
- |
2024-03-31 |
315,591 |
$13,239,000 |
-798,186 |
|
Krilogy Financial LLC |
21 |
- |
2024-03-31 |
310,716 |
$13,035,000 |
20,614 |
|
CLIENT 1ST ADVISORY GROUP LLC |
5 |
- |
2024-03-31 |
307,336 |
$12,893,000 |
24,274 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
264 |
- |
2024-03-31 |
304,054 |
$12,755,000 |
-8,634 |
|
LIBERTY WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
293,323 |
$12,305,000 |
1,317 |
|
CITADEL ADVISORS LLC |
1152 |
- |
2024-03-31 |
276,054 |
$11,580,000 |
276,054 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
434 |
- |
2024-03-31 |
272,792 |
$11,444,000 |
61,944 |
|
FirstPurpose Wealth LLC |
4 |
- |
2024-03-31 |
263,609 |
$10,874,000 |
26,446 |
|
ASSET PLANNING CORPORATION |
4 |
- |
2024-03-31 |
257,293 |
$10,793,000 |
69,727 |
|
PBMares Wealth Management LLC |
10 |
- |
2024-03-31 |
254,247 |
$10,666,000 |
82,760 |
|
New Capital Management LP |
8 |
- |
2024-03-31 |
245,723 |
$10,308,000 |
14,151 |
|
Divergent Planning LLC |
8 |
- |
2024-03-31 |
233,488 |
$9,739,000 |
-78,722 |
|
WMS PARTNERS, LLC |
25 |
- |
2024-03-31 |
230,649 |
$9,676,000 |
2,420 |
|
Summit X LLC |
9 |
*New |
2024-03-31 |
228,941 |
$9,605,000 |
228,941 |
|
Goss Wealth Management LLC |
240 |
- |
2024-03-31 |
219,366 |
$9,202,000 |
91,040 |
|
Pioneer Wealth Management Group |
7 |
- |
2024-03-31 |
215,981 |
$9,060,000 |
215,981 |
|
Vestmark Advisory Solutions Inc. |
59 |
- |
2024-03-31 |
209,455 |
$8,787,000 |
6,797 |
|
Heritage Wealth Management Inc./Texas |
6 |
- |
2024-03-31 |
198,359 |
$8,321,000 |
14,171 |
|
Sowell Financial Services LLC |
59 |
- |
2024-03-31 |
196,978 |
$8,263,000 |
8,113 |
|
ROYAL BANK OF CANADA |
1605 |
- |
2024-03-31 |
196,322 |
$8,236,000 |
101,731 |
|
Austin Wealth Management LLC |
13 |
- |
2023-12-31 |
196,351 |
$8,207,000 |
-13,589 |
|
LEGACY FINANCIAL GROUP INC. |
12 |
- |
2024-03-31 |
188,023 |
$7,888,000 |
34,548 |
|
SUTTON PLACE INVESTORS LLC |
3 |
- |
2024-03-31 |
186,925 |
$7,842,000 |
116,260 |
|
Essential Planning LLC. |
5 |
- |
2024-03-31 |
183,600 |
$7,785,000 |
1,542 |
|
Chicago Partners Investment Group LLC |
73 |
- |
2024-03-31 |
184,203 |
$7,558,000 |
14,918 |
|
SJS Investment Consulting Inc. |
9 |
- |
2024-03-31 |
179,573 |
$7,533,000 |
12,117 |
|
Meredith Wealth Planning |
9 |
- |
2024-03-31 |
175,272 |
$7,353,000 |
24,277 |
|
WEALTHSOURCE PARTNERS LLC |
38 |
- |
2023-12-31 |
169,542 |
$7,189,000 |
-24,357 |
|
Concord Wealth Partners |
19 |
- |
2024-03-31 |
167,837 |
$7,041,000 |
2,729 |
|
GeoWealth Management LLC |
71 |
*New |
2024-03-31 |
167,700 |
$7,035,000 |
167,700 |
|
SageView Advisory Group LLC |
38 |
- |
2024-03-31 |
165,399 |
$6,938,000 |
165,399 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
123 |
- |
2024-03-31 |
165,251 |
$6,932,000 |
-80,955 |
|
COLLECTIVE FAMILY OFFICE LLC |
13 |
- |
2024-03-31 |
163,671 |
$6,866,000 |
36,420 |
|
FinDec Wealth Services Inc. |
7 |
- |
2024-03-31 |
159,698 |
$6,699,000 |
-4,152 |
|
TORONTO DOMINION BANK |
514 |
- |
2024-03-31 |
150,000 |
$6,293,000 |
-131,000 |
|
Hutchens & Kramer Investment Management Group LLC |
4 |
- |
2024-03-31 |
147,515 |
$6,153,000 |
11,383 |
|
ANCORA ADVISORS, LLC |
138 |
- |
2024-03-31 |
141,281 |
$5,927,000 |
-18,929 |
|
Physician Wealth Solutions Inc. |
9 |
- |
2024-03-31 |
137,216 |
$5,756,000 |
47,741 |
|
BCU Wealth Advisors LLC |
4 |
- |
2024-03-31 |
131,069 |
$5,498,000 |
24,404 |
|
WEALTHSPAN PARTNERS LLC |
6 |
- |
2024-03-31 |
129,686 |
$5,440,000 |
13,072 |
|
Garrett Investment Advisors LLC |
34 |
- |
2024-03-31 |
127,440 |
$5,346,000 |
3,572 |
|
Blume Capital Management Inc. |
31 |
- |
2024-03-31 |
125,950 |
$5,284,000 |
1,770 |
|
|
100 Records found
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1
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