|
Institutional
Holders
Total
Institutions:
|
233 5 |
|
Total
shares held :
|
45,477,810 |
|
% of shares
held :
|
50.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
872,230 |
|
% of shares
held change :
|
0.97% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
40 |
- |
2024-03-31 |
8,666,047 |
$336,936,000 |
-341,408 |
|
RAYMOND JAMES & ASSOCIATES |
155 |
- |
2024-03-31 |
4,561,172 |
$177,338,000 |
-42,013 |
|
LPL FINANCIAL CORP |
188 |
- |
2023-12-31 |
4,165,464 |
$152,248,000 |
53,325 |
|
RETIREMENT PLANNING GROUP |
4 |
- |
2024-03-31 |
2,999,642 |
$116,626,000 |
149,793 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
117 |
- |
2024-03-31 |
1,830,263 |
$71,161,000 |
134,468 |
|
JANNEY MONTGOMERY SCOTT LLC |
138 |
- |
2023-12-31 |
1,257,127 |
$45,948,000 |
122,420 |
|
UBS Group AG |
703 |
- |
2023-12-31 |
1,247,361 |
$45,591,000 |
-212,872 |
|
Consolidated Planning Corp |
1 |
- |
2023-12-31 |
1,101,790 |
$40,270,000 |
17,357 |
|
ROYAL BANK OF CANADA |
894 |
- |
2023-12-31 |
858,224 |
$31,369,000 |
8,323 |
|
ENVESTNET ASSET MANAGEMENT INC |
814 |
- |
2023-12-31 |
845,879 |
$30,917,000 |
63,545 |
|
MBL Wealth LLC |
6 |
- |
2024-03-31 |
783,373 |
$30,458,000 |
-39,956 |
|
BB&T CORP |
315 |
- |
2023-12-31 |
832,974 |
$30,445,000 |
-58,711 |
|
Advisor Group Holdings Inc. |
355 |
- |
2023-12-31 |
807,537 |
$29,516,000 |
-170,518 |
|
Sterling Financial Group Inc. |
2 |
- |
2024-03-31 |
594,844 |
$23,128,000 |
261,806 |
|
Steward Partners Investment Advisory LLC |
66 |
- |
2023-12-31 |
602,224 |
$22,011,000 |
14,890 |
|
WELLS FARGO & CO/MN |
1030 |
- |
2023-12-31 |
599,579 |
$21,915,000 |
57,654 |
|
HIGHTOWER ADVISORS, LLC |
461 |
- |
2023-12-31 |
567,311 |
$20,740,000 |
13,375 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
486 |
- |
2023-12-31 |
496,339 |
$18,141,000 |
16,482 |
|
Barber Financial Group Inc. |
7 |
- |
2023-03-31 |
436,587 |
$15,486,000 |
199,437 |
|
Modern Wealth Management LLC |
14 |
- |
2023-12-31 |
378,983 |
$13,852,000 |
0 |
|
Financial Enhancement Group LLC |
10 |
- |
2024-03-31 |
345,328 |
$13,078,000 |
3,372 |
|
Tower Wealth Partners Inc. |
4 |
- |
2024-03-31 |
328,772 |
$12,783,000 |
4,275 |
|
Financial Designs Corp |
5 |
- |
2024-03-31 |
302,376 |
$11,756,000 |
893 |
|
WEST MICHIGAN ADVISORS LLC |
2 |
- |
2023-12-31 |
319,052 |
$11,661,000 |
-67,280 |
|
STIFEL FINANCIAL CORP |
719 |
- |
2023-12-31 |
315,593 |
$11,535,000 |
-5,007 |
|
MULTIFINANCIAL SECURITIES CORP |
134 |
- |
2023-12-31 |
312,903 |
$11,437,000 |
-28,064 |
|
Vantage Financial Partners LLC |
9 |
- |
2023-12-31 |
308,177 |
$11,264,000 |
-12,100 |
|
NCM Capital Management LLC |
1 |
- |
2023-12-31 |
294,761 |
$10,773,000 |
24,201 |
|
Prostatis Group LLC |
1 |
- |
2023-03-31 |
299,314 |
$10,616,000 |
-7,939 |
|
Pasadena Private Wealth LLC |
10 |
- |
2024-03-31 |
252,747 |
$9,827,000 |
44,391 |
|
CWM LLC |
299 |
- |
2024-03-31 |
242,187 |
$9,416,000 |
15,771 |
|
Atria Wealth Solutions Inc. |
182 |
- |
2023-12-31 |
247,443 |
$9,055,000 |
88,286 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
16 |
- |
2023-12-31 |
237,063 |
$8,665,000 |
21,746 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
145 |
- |
2023-12-31 |
233,082 |
$8,519,000 |
6,954 |
|
CITADEL ADVISORS LLC |
1264 |
- |
2023-12-31 |
226,578 |
$8,281,000 |
177,815 |
|
Goss Wealth Management LLC |
241 |
- |
2023-12-31 |
220,919 |
$8,153,000 |
-10,478 |
|
Private Advisor Group LLC |
303 |
- |
2023-12-31 |
219,787 |
$8,033,000 |
-6,055 |
|
Hibernia Wealth Partners LLC |
5 |
- |
2023-12-31 |
213,847 |
$7,816,000 |
101,199 |
|
Element Wealth LLC |
3 |
- |
2023-12-31 |
213,128 |
$7,790,000 |
8,796 |
|
Phoenix Wealth Advisors |
2 |
- |
2024-03-31 |
185,587 |
$7,216,000 |
6,771 |
|
Andesa Financial Management Inc. |
3 |
- |
2022-12-31 |
200,079 |
$7,175,000 |
-171,337 |
|
Trilogy Capital Inc. |
53 |
- |
2024-03-31 |
180,715 |
$7,026,000 |
101,841 |
|
We Are One Seven LLC |
56 |
*New |
2023-12-31 |
188,778 |
$6,900,000 |
188,778 |
|
RiverTree Advisors LLC |
9 |
- |
2024-03-31 |
173,044 |
$6,728,000 |
-68,239 |
|
Magnus Financial Group LLC |
27 |
- |
2023-12-31 |
180,404 |
$6,594,000 |
-11,032 |
|
Visionary Wealth Advisors |
59 |
- |
2023-12-31 |
177,710 |
$6,495,000 |
15,417 |
|
RAYMOND JAMES TRUST CO |
131 |
- |
2024-03-31 |
164,328 |
$6,389,000 |
-6,989 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
720 |
- |
2023-12-31 |
173,826 |
$6,353,000 |
9,661 |
|
Signal Advisors Wealth LLC |
11 |
- |
2024-03-31 |
149,818 |
$5,825,000 |
33,786 |
|
Foguth Wealth Management LLC. |
6 |
- |
2024-03-31 |
149,428 |
$5,810,000 |
0 |
|
ForthRight Wealth Management LLC |
12 |
- |
2024-03-31 |
145,291 |
$5,649,000 |
-4,505 |
|
MTM Investment Management LLC |
8 |
- |
2024-03-31 |
137,300 |
$5,338,000 |
8,787 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
706 |
- |
2024-03-31 |
136,758 |
$5,317,000 |
-11,605 |
|
Souders Financial Advisors |
|
- |
2023-12-31 |
142,745 |
$5,217,000 |
3,044 |
|
MML INVESTORS SERVICES LLC |
589 |
- |
2023-12-31 |
138,016 |
$5,044,000 |
-19,971 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
544 |
- |
2023-12-31 |
137,271 |
$5,017,000 |
7,585 |
|
Stonebrook Private Inc. |
15 |
- |
2023-12-31 |
127,584 |
$4,663,000 |
0 |
|
REGAL INVESTMENT ADVISORS, LLC |
78 |
- |
2023-12-31 |
126,274 |
$4,615,000 |
-36,063 |
|
Investors Research Corp |
16 |
- |
2023-12-31 |
124,966 |
$4,568,000 |
4,418 |
|
MERCER GLOBAL ADVISORS INC /ADV |
496 |
- |
2023-12-31 |
123,823 |
$4,526,000 |
-23,188 |
|
Jacobi Capital Management LLC |
36 |
- |
2023-12-31 |
123,301 |
$4,507,000 |
-1,181 |
|
FINANCIAL NETWORK |
625 |
- |
2023-12-31 |
121,539 |
$4,442,000 |
-18,839 |
|
Moran Wealth Management LLC |
184 |
- |
2023-12-31 |
120,056 |
$4,388,000 |
-12,842 |
|
Signature Wealth Management Group |
13 |
- |
2024-03-31 |
108,175 |
$4,104,000 |
-1,378 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
6 |
- |
2023-12-31 |
104,624 |
$3,824,000 |
11,777 |
|
Farrow Financial Inc. |
7 |
- |
2023-12-31 |
103,944 |
$3,799,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
232 |
- |
2023-12-31 |
99,699 |
$3,644,000 |
-9,405 |
|
Truadvice LLC |
15 |
- |
2023-09-30 |
102,728 |
$3,584,000 |
39,701 |
|
Dynamic Advisors Solutions LLC |
217 |
- |
2024-03-31 |
86,613 |
$3,368,000 |
7,576 |
|
LINCOLN NATIONAL CORP |
196 |
- |
2023-12-31 |
91,456 |
$3,343,000 |
-239 |
|
MidWestOne Financial Group Inc. |
35 |
- |
2023-12-31 |
89,708 |
$3,279,000 |
10,304 |
|
TBH Global Asset Management LLC |
34 |
- |
2023-12-31 |
85,006 |
$3,107,000 |
-6,749 |
|
NOESIS CAPITAL MANGEMENT CORP |
37 |
- |
2023-12-31 |
83,373 |
$3,047,000 |
-500 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
61 |
- |
2023-12-31 |
83,032 |
$3,035,000 |
-18,309 |
|
PFG Advisors |
110 |
- |
2023-12-31 |
81,993 |
$2,997,000 |
-4,211 |
|
McAdam LLC |
68 |
- |
2024-03-31 |
72,831 |
$2,832,000 |
9,074 |
|
MGB Wealth Management LLC |
12 |
- |
2023-12-31 |
75,494 |
$2,759,000 |
0 |
|
Spire Wealth Management |
210 |
- |
2024-03-31 |
70,458 |
$2,739,000 |
3,234 |
|
Pacitti Group Inc. |
12 |
- |
2023-12-31 |
71,888 |
$2,628,000 |
-1,310 |
|
BLAIR WILLIAM & CO/IL |
613 |
- |
2023-12-31 |
71,404 |
$2,610,000 |
-9,099 |
|
RENAISSANCE TECHNOLOGIES LLC |
1815 |
- |
2023-12-31 |
68,148 |
$2,491,000 |
68,148 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
21 |
- |
2024-03-31 |
63,930 |
$2,486,000 |
3,149 |
|
Capital Investment Advisory Services LLC |
90 |
- |
2024-03-31 |
62,450 |
$2,428,000 |
8,862 |
|
Belpointe Asset Management LLC |
94 |
- |
2023-12-31 |
64,195 |
$2,346,000 |
759 |
|
Founders Financial Alliance LLC |
23 |
- |
2023-12-31 |
64,019 |
$2,340,000 |
-6,574 |
|
Meridian Wealth Advisors LLC |
50 |
- |
2023-12-31 |
64,006 |
$2,339,000 |
-13,663 |
|
SPC FINANCIAL, INC. |
63 |
- |
2023-12-31 |
63,279 |
$2,313,000 |
-5,474 |
|
Cetera Investment Advisers |
740 |
- |
2023-12-31 |
63,274 |
$2,313,000 |
-11,646 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
178 |
- |
2023-12-31 |
62,462 |
$2,283,000 |
1,947 |
|
WEDBUSH MORGAN SECURITIES INC |
150 |
- |
2023-12-31 |
61,958 |
$2,265,000 |
2,732 |
|
IFP Advisors Inc |
216 |
- |
2023-12-31 |
59,747 |
$2,184,000 |
402 |
|
Baron Financial Group LLC |
|
*New |
2023-12-31 |
59,390 |
$2,171,000 |
59,390 |
|
Sachetta LLC |
16 |
- |
2023-12-31 |
58,785 |
$2,149,000 |
0 |
|
Global Assets Advisory LLC |
161 |
*New |
2024-03-31 |
77,460 |
$2,000,000 |
77,460 |
|
Ausdal Financial Partners Inc. |
105 |
- |
2024-03-31 |
50,274 |
$1,955,000 |
1,505 |
|
HF Advisory Group LLC |
28 |
- |
2024-03-31 |
49,799 |
$1,936,000 |
2,007 |
|
Collaborative Wealth Managment Inc. |
26 |
- |
2023-12-31 |
50,830 |
$1,858,000 |
-2,107 |
|
LAKE STREET FINANCIAL LLC |
96 |
- |
2024-03-31 |
47,102 |
$1,831,000 |
-1,828 |
|
ORG Partners LLC |
60 |
- |
2023-12-31 |
48,698 |
$1,780,000 |
4,963 |
|
H D Vest Advisory Services |
550 |
- |
2023-12-31 |
46,806 |
$1,711,000 |
-8,225 |
|
|
100 Records found
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1
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