|
Institutional
Holders
Total
Institutions:
|
207 15 |
|
Total
shares held :
|
47,167,197 |
|
% of shares
held :
|
52.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
94 |
|
Amount
of shares held :
|
3,265,082 |
|
% of shares
held change :
|
3.63% |
|
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 |
MERRIMAN WEALTH MANAGEMENT, LLC |
4 |
- |
2024-03-31 |
8,133,187 |
$221,141,000 |
362,946 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
21 |
- |
2024-03-31 |
2,787,303 |
$75,787,000 |
677,729 |
|
Buckingham Strategic Partners |
16 |
- |
2024-03-31 |
1,385,955 |
$37,684,000 |
764,664 |
|
Comprehensive Portfolio Management LLC |
14 |
- |
2024-03-31 |
1,293,654 |
$35,174,000 |
59,802 |
|
Asset Dedication LLC |
9 |
- |
2024-03-31 |
1,068,265 |
$29,054,000 |
40,780 |
|
CI Private Wealth LLC |
329 |
- |
2024-03-31 |
1,006,427 |
$27,365,000 |
50,695 |
|
Evanson Asset Management LLC |
14 |
- |
2024-03-31 |
845,459 |
$22,988,000 |
86,775 |
|
Planning Center Inc. |
8 |
- |
2024-03-31 |
808,480 |
$21,983,000 |
34,552 |
|
DiNuzzo Private Wealth Inc. |
11 |
- |
2024-03-31 |
767,934 |
$20,880,000 |
1,309 |
|
Abacus Wealth Partners LLC |
9 |
- |
2024-03-31 |
713,219 |
$19,392,000 |
65,907 |
|
MONOGRAPH WEALTH ADVISORS LLC |
6 |
- |
2024-03-31 |
701,403 |
$19,071,000 |
110,038 |
|
HPM Partners LLC |
316 |
- |
2024-03-31 |
666,868 |
$18,132,000 |
21,551 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
352 |
- |
2024-03-31 |
648,697 |
$17,638,000 |
33,294 |
|
BANK OF MONTREAL /CAN/ |
734 |
- |
2024-03-31 |
587,242 |
$15,985,000 |
55,531 |
|
Integris Wealth Management LLC |
7 |
- |
2024-03-31 |
567,638 |
$15,434,000 |
44,668 |
|
MB Generational Wealth LLC |
5 |
- |
2024-03-31 |
459,527 |
$12,495,000 |
51,377 |
|
Relative Value Partners Group LLC |
25 |
- |
2024-03-31 |
489,439 |
$12,417,000 |
10,811 |
|
JACKSON THORNTON ASSET MANAGEMENT LLC |
9 |
- |
2024-03-31 |
455,837 |
$12,394,000 |
84,819 |
|
Private Wealth Management Group LLC |
5 |
- |
2024-03-31 |
447,220 |
$12,160,000 |
52,576 |
|
Equius Partners Inc. |
5 |
- |
2022-12-31 |
493,367 |
$10,958,000 |
372,961 |
|
Quantum Financial Advisors LLC |
14 |
- |
2024-03-31 |
384,061 |
$10,443,000 |
240,333 |
|
BURNS WEALTH MANAGEMENT, INC. |
83 |
- |
2024-03-31 |
362,522 |
$9,857,000 |
72,582 |
|
BKD WEALTH ADVISORS LLC |
59 |
- |
2024-03-31 |
359,119 |
$9,764,000 |
3,800 |
|
ENVESTNET ASSET MANAGEMENT INC |
1595 |
- |
2024-03-31 |
329,235 |
$8,952,000 |
194,559 |
|
KEB ASSET MANAGEMENT LLC |
8 |
- |
2024-03-31 |
328,157 |
$8,923,000 |
19,179 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
19 |
- |
2024-03-31 |
326,373 |
$8,874,000 |
8,541 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
340,592 |
$8,782,000 |
2,895 |
|
Equita Financial Network Inc. |
6 |
- |
2024-03-31 |
313,637 |
$8,528,000 |
181,322 |
|
Rather & Kittrell Inc. |
12 |
- |
2024-03-31 |
313,608 |
$8,527,000 |
44,049 |
|
Seaside Wealth Management Inc. |
6 |
- |
2024-03-31 |
304,855 |
$8,289,000 |
6,277 |
|
Beacon Pointe Advisors LLC |
198 |
- |
2024-03-31 |
301,911 |
$8,209,000 |
5,084 |
|
Vestmark Advisory Solutions Inc. |
62 |
- |
2024-03-31 |
301,313 |
$8,193,000 |
38,095 |
|
Index Fund Advisors Inc. |
12 |
- |
2024-03-31 |
296,532 |
$8,063,000 |
38,888 |
|
BALYASNY ASSET MANAGEMENT LLC |
733 |
- |
2024-03-31 |
273,712 |
$7,442,000 |
162,499 |
|
Keyes Stange & Wooten Wealth Management LLC |
6 |
- |
2024-03-31 |
266,447 |
$7,245,000 |
4,333 |
|
Steward Financial Group LLC |
8 |
- |
2023-09-30 |
293,709 |
$6,984,000 |
5,379 |
|
Krilogy Financial LLC |
41 |
- |
2024-03-31 |
254,667 |
$6,924,000 |
3,156 |
|
BANK OF AMERICA CORP /DE/ |
2762 |
- |
2024-03-31 |
247,460 |
$6,728,000 |
89,778 |
|
Pacific Sage Partners LLC |
12 |
- |
2024-03-31 |
238,207 |
$6,477,000 |
9,928 |
|
Financial Architects LLC |
9 |
- |
2024-03-31 |
236,045 |
$6,418,000 |
29,025 |
|
Hassell Wealth Management LLC |
8 |
- |
2024-03-31 |
230,927 |
$6,221,000 |
3,899 |
|
CARDIFF PARK ADVISORS LLC |
33 |
- |
2024-03-31 |
223,883 |
$6,087,000 |
17,812 |
|
Shotwell Rutter Baer Inc |
4 |
- |
2024-03-31 |
220,279 |
$6,051,000 |
1,645 |
|
Goss Wealth Management LLC |
338 |
- |
2024-03-31 |
220,760 |
$6,002,000 |
37,145 |
|
OLD MISSION CAPITAL LLC |
99 |
- |
2024-03-31 |
205,342 |
$5,583,000 |
205,342 |
|
Schoolcraft Capital LLC |
18 |
- |
2024-03-31 |
197,320 |
$5,365,000 |
9,991 |
|
Chicago Partners Investment Group LLC |
97 |
- |
2024-03-31 |
198,577 |
$5,350,000 |
7,392 |
|
Sterling Financial Planning Inc. |
12 |
- |
2024-03-31 |
194,449 |
$5,287,000 |
21,651 |
|
BetterWealth LLC |
12 |
- |
2024-03-31 |
189,563 |
$5,154,000 |
4,284 |
|
Henrickson Nauta Wealth Advisors Inc. |
12 |
- |
2024-03-31 |
182,224 |
$4,947,000 |
30,202 |
|
Physician Wealth Solutions Inc. |
10 |
- |
2024-03-31 |
177,896 |
$4,837,000 |
52,746 |
|
LIBERTY WEALTH MANAGEMENT LLC |
28 |
- |
2024-03-31 |
177,216 |
$4,822,000 |
183 |
|
LAM GROUP INC. |
8 |
- |
2024-03-31 |
174,520 |
$4,745,000 |
14,525 |
|
Meritas Wealth Management LLC |
9 |
- |
2024-03-31 |
155,535 |
$4,229,000 |
31,213 |
|
Retirement Solution Inc. |
12 |
- |
2024-03-31 |
152,109 |
$4,136,000 |
150 |
|
CLARIS ADVISORS LLC / MO / |
12 |
- |
2024-03-31 |
142,424 |
$3,873,000 |
2,715 |
|
J P MORGAN CHASE & CO |
2603 |
- |
2024-03-31 |
141,416 |
$3,845,000 |
8,204 |
|
Quadcap Wealth Management LLC |
21 |
- |
2024-03-31 |
137,738 |
$3,745,000 |
40,380 |
|
Financial Symmetry Inc |
7 |
- |
2024-03-31 |
131,931 |
$3,587,000 |
10,950 |
|
Yeomans Consulting Group Inc. |
15 |
- |
2024-03-31 |
131,388 |
$3,572,000 |
2,014 |
|
Sequoia Financial Advisors LLC |
243 |
- |
2024-03-31 |
126,893 |
$3,450,000 |
4,592 |
|
Abel Hall LLC |
7 |
- |
2024-03-31 |
126,794 |
$3,448,000 |
4,363 |
|
CITADEL ADVISORS LLC |
1984 |
- |
2024-03-31 |
123,952 |
$3,370,000 |
30,345 |
|
Willow Creek Wealth Management Inc. |
39 |
- |
2023-12-31 |
126,616 |
$3,265,000 |
20,194 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1437 |
- |
2024-03-31 |
118,765 |
$3,229,000 |
13,898 |
|
DELAP WEALTH ADVISORY LLC |
16 |
- |
2024-03-31 |
113,792 |
$3,094,000 |
1,371 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1400 |
- |
2024-03-31 |
112,528 |
$3,060,000 |
26,142 |
|
Advisory Alpha LLC |
91 |
- |
2024-03-31 |
110,455 |
$3,003,000 |
6,538 |
|
Tillman Hartley LLC |
22 |
- |
2024-03-31 |
101,777 |
$2,767,000 |
1,919 |
|
ShankerValleau Wealth Advisors Inc. |
12 |
- |
2024-03-31 |
98,837 |
$2,687,000 |
2,958 |
|
MARINER WEALTH ADVISORS, LLC |
979 |
- |
2024-03-31 |
96,227 |
$2,616,000 |
3,503 |
|
PBMares Wealth Management LLC |
29 |
- |
2024-03-31 |
94,455 |
$2,568,000 |
20,765 |
|
Spire Wealth Management |
217 |
- |
2024-03-31 |
93,635 |
$2,546,000 |
7,933 |
|
MODERA WEALTH MANAGEMENT, LLC |
207 |
- |
2024-03-31 |
92,874 |
$2,525,000 |
2,477 |
|
Vannoy Advisory Group Inc. |
13 |
- |
2024-03-31 |
90,185 |
$2,452,000 |
418 |
|
PARK AVENUE SECURITIES LLC |
339 |
- |
2024-03-31 |
89,349 |
$2,429,000 |
24,702 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
38 |
- |
2024-03-31 |
89,284 |
$2,428,000 |
471 |
|
Ruedi Wealth Management Inc. |
18 |
- |
2024-03-31 |
85,837 |
$2,334,000 |
9,629 |
|
NORTHERN TRUST CORP |
2915 |
- |
2024-03-31 |
79,166 |
$2,153,000 |
35,823 |
|
Gradient Capital Advisors LLC |
34 |
- |
2024-03-31 |
73,005 |
$1,985,000 |
1,828 |
|
AVIANCE CAPITAL PARTNERS, LLC |
87 |
- |
2024-03-31 |
72,669 |
$1,976,000 |
1,201 |
|
Glass Jacobson Investment Advisors llc |
40 |
- |
2024-03-31 |
72,568 |
$1,973,000 |
5,188 |
|
ANDREWS LUCIA WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
66,002 |
$1,795,000 |
778 |
|
Grunden Financial Advisory Inc. |
11 |
- |
2024-03-31 |
65,223 |
$1,773,000 |
829 |
|
EFFICIENT ADVISORS, LLC |
47 |
- |
2024-03-31 |
57,834 |
$1,573,000 |
7,292 |
|
LPL FINANCIAL CORP |
2755 |
- |
2024-03-31 |
55,560 |
$1,511,000 |
7,311 |
|
Relaxing Retirement Coach |
25 |
- |
2023-06-30 |
63,734 |
$1,507,000 |
8,362 |
|
Nalls Sherbakoff Group LLC |
16 |
- |
2023-12-31 |
57,543 |
$1,484,000 |
4,208 |
|
BAYSHORE ASSET MANAGEMENT LLC |
18 |
- |
2024-03-31 |
52,487 |
$1,427,000 |
255 |
|
MARYLAND CAPITAL ADVISORS INC. |
27 |
- |
2024-03-31 |
52,148 |
$1,418,000 |
2,314 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
51 |
- |
2024-03-31 |
50,964 |
$1,386,000 |
9,132 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
220 |
- |
2024-03-31 |
50,404 |
$1,370,000 |
11,153 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1595 |
- |
2024-03-31 |
44,328 |
$1,205,000 |
4,271 |
|
Deschutes Portfolio Strategy LLC |
59 |
- |
2024-03-31 |
44,100 |
$1,199,000 |
11,900 |
|
LINCOLN NATIONAL CORP |
480 |
- |
2024-03-31 |
41,855 |
$1,138,000 |
1,100 |
|
ROYAL BANK OF CANADA |
2928 |
- |
2024-03-31 |
39,778 |
$1,082,000 |
37,424 |
|
MORRIS FINANCIAL CONCEPTS INC. |
34 |
- |
2024-03-31 |
38,724 |
$1,053,000 |
26,210 |
|
W.H. Cornerstone Investments Inc. |
42 |
- |
2024-03-31 |
33,472 |
$910,000 |
13,741 |
|
Ronald Blue Trust Inc. |
185 |
- |
2024-03-31 |
33,270 |
$905,000 |
4,223 |
|
Schubert & Co |
14 |
- |
2024-03-31 |
32,171 |
$875,000 |
6,804 |
|
|
100 Records found
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1
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