|
Institutional
Holders
Total
Institutions:
|
262 12 |
|
Total
shares held :
|
93,012,694 |
|
% of shares
held :
|
89.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
142 |
|
Amount
of shares held :
|
17,533,121 |
|
% of shares
held change :
|
16.94% |
|
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 |
HIGHTOWER ADVISORS, LLC |
146 |
- |
2024-03-31 |
3,889,958 |
$99,144,000 |
-116,954 |
|
Carlson Capital Management |
7 |
- |
2024-03-31 |
1,947,016 |
$49,629,000 |
-918,445 |
|
Your Advocates Ltd. LLP |
2 |
- |
2024-03-31 |
1,045,377 |
$26,647,000 |
-86,165 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
8 |
- |
2023-12-31 |
777,187 |
$19,399,000 |
-30,814 |
|
SAVANT CAPITAL MANAGEMENT INC |
93 |
- |
2024-03-31 |
637,652 |
$16,254,000 |
-139,568 |
|
Austin Wealth Management LLC |
7 |
- |
2023-12-31 |
493,002 |
$12,300,000 |
-42,981 |
|
MONOGRAPH WEALTH ADVISORS LLC |
8 |
- |
2023-12-31 |
488,089 |
$12,183,000 |
-2,906 |
|
BFSG LLC |
10 |
- |
2024-03-31 |
471,784 |
$12,026,000 |
-6,412 |
|
JGP Wealth Management LLC |
29 |
- |
2024-03-31 |
367,322 |
$9,363,000 |
-318 |
|
ARK & TLK INVESTMENTS LLC |
10 |
- |
2024-03-31 |
239,963 |
$6,117,000 |
-12,181 |
|
LIBERTY WEALTH MANAGEMENT LLC |
23 |
- |
2024-03-31 |
236,162 |
$6,020,000 |
-30 |
|
JNBA FINANCIAL ADVISORS |
37 |
- |
2024-03-31 |
213,063 |
$5,431,000 |
-21,725 |
|
Waterfront Wealth Inc. |
14 |
- |
2023-12-31 |
199,205 |
$4,972,000 |
-2,259 |
|
Waypoint Wealth Partners Inc. |
10 |
- |
2024-03-31 |
172,450 |
$4,396,000 |
-2,922 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
32 |
- |
2023-12-31 |
152,359 |
$3,803,000 |
-16,399 |
|
Kestra Advisory Services LLC |
578 |
- |
2023-12-31 |
139,083 |
$3,472,000 |
-9,942 |
|
Signature Resources Capital Management LLC |
7 |
- |
2024-03-31 |
136,751 |
$3,413,000 |
-3,067 |
|
Bridgewater Advisors Inc. |
38 |
- |
2024-03-31 |
111,983 |
$2,854,000 |
-6,626 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
862 |
- |
2024-03-31 |
98,524 |
$2,511,000 |
-1,833 |
|
Keyes Stange & Wooten Wealth Management LLC |
10 |
- |
2024-03-31 |
77,848 |
$1,984,000 |
-738 |
|
WMS PARTNERS, LLC |
61 |
- |
2023-12-31 |
79,362 |
$1,981,000 |
-842 |
|
Aveo Capital Partners LLC |
98 |
- |
2024-03-31 |
69,923 |
$1,850,000 |
-1,026 |
|
Financial Alternatives Inc |
19 |
- |
2024-03-31 |
60,703 |
$1,547,000 |
-1,123 |
|
Helen Stephens Group LLC |
29 |
- |
2024-03-31 |
54,575 |
$1,391,000 |
-1,478 |
|
Chicago Partners Investment Group LLC |
263 |
- |
2024-03-31 |
54,001 |
$1,366,000 |
-64,617 |
|
WEALTHSOURCE PARTNERS LLC |
182 |
- |
2023-12-31 |
45,555 |
$1,137,000 |
-145 |
|
Column Capital Advisors LLC |
61 |
- |
2023-09-30 |
47,544 |
$1,108,000 |
-372 |
|
FINANCIAL COUNSELORS INC |
325 |
- |
2024-03-31 |
40,626 |
$1,036,000 |
-174,603 |
|
SageView Advisory Group LLC |
199 |
- |
2024-03-31 |
39,066 |
$996,000 |
-224 |
|
American Capital Advisory LLC |
36 |
- |
2024-03-31 |
37,046 |
$874,000 |
-23,901 |
|
JFS WEALTH ADVISORS, LLC |
127 |
- |
2024-03-31 |
32,489 |
$828,000 |
-693 |
|
Copperleaf Capital LLC |
45 |
- |
2023-12-31 |
29,422 |
$734,000 |
-2,539 |
|
ADVISORY SERVICES NETWORK, LLC |
802 |
- |
2024-03-31 |
28,629 |
$730,000 |
-5,860 |
|
25 LLC |
23 |
- |
2024-03-31 |
28,283 |
$721,000 |
-2,679 |
|
NWAM LLC |
274 |
- |
2024-03-31 |
26,505 |
$687,000 |
-2,415 |
|
RESOLUTE FINANCIAL LLC |
45 |
- |
2022-12-31 |
28,561 |
$641,000 |
-2,583 |
|
Disciplined Investments LLC |
70 |
- |
2024-03-31 |
22,350 |
$570,000 |
-433 |
|
Quad-Cities Investment Group LLC |
88 |
- |
2024-03-31 |
18,077 |
$461,000 |
-220 |
|
Advisor Group Holdings Inc. |
3021 |
- |
2024-03-31 |
17,337 |
$442,000 |
-29,721 |
|
Schulz Wealth LTD. |
36 |
- |
2024-03-31 |
15,336 |
$391,000 |
-4,120 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
380 |
- |
2024-03-31 |
15,289 |
$390,000 |
-505 |
|
Lakeridge Wealth Management LLC |
87 |
- |
2024-03-31 |
13,752 |
$351,000 |
-197 |
|
Mustard Seed Financial LLC |
56 |
- |
2024-03-31 |
12,375 |
$315,000 |
-317 |
|
FOSTER & MOTLEY INC |
326 |
- |
2024-03-31 |
12,019 |
$306,000 |
-270 |
|
Lifeworks Advisors LLC |
185 |
- |
2024-03-31 |
11,330 |
$289,000 |
-1,178 |
|
VanderPol Investments L.L.C. |
36 |
- |
2024-03-31 |
9,750 |
$249,000 |
-1,262 |
|
WELLS FARGO & CO/MN |
3999 |
- |
2024-03-31 |
6,977 |
$178,000 |
-487 |
|
ZRC WEALTH MANAGEMENT LLC |
164 |
- |
2024-03-31 |
3,691 |
$94,000 |
-1,965 |
|
Farther Finance Advisors LLC |
1272 |
- |
2023-12-31 |
1,008 |
$25,000 |
-820 |
|
|
49 Records found
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1
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