|
Institutional
Holders
Total
Institutions:
|
282 2 |
|
Total
shares held :
|
57,669,534 |
|
% of shares
held :
|
64.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
78 |
|
Amount
of shares held :
|
3,712,460 |
|
% of shares
held change :
|
4.12% |
|
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 INC |
82 |
- |
2025-03-31 |
14,527,920 |
$592,303,000 |
486,905 |
|
LPL FINANCIAL CORP |
199 |
- |
2025-03-31 |
6,181,267 |
$252,010,000 |
669,375 |
|
RETIREMENT PLANNING GROUP |
6 |
- |
2025-03-31 |
2,660,216 |
$108,457,000 |
-997,080 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
94 |
- |
2025-03-31 |
2,590,073 |
$105,597,000 |
114,338 |
|
JANNEY MONTGOMERY SCOTT LLC |
117 |
- |
2025-03-31 |
1,611,072 |
$65,683,000 |
119,537 |
|
UBS Group AG |
998 |
- |
2025-03-31 |
1,567,710 |
$63,916,000 |
184,805 |
|
MORGAN STANLEY |
1665 |
- |
2025-03-31 |
1,447,362 |
$59,009,000 |
986,056 |
|
ROYAL BANK OF CANADA |
702 |
- |
2025-03-31 |
1,355,294 |
$55,255,000 |
44,794 |
|
ENVESTNET ASSET MANAGEMENT INC |
681 |
- |
2025-03-31 |
1,338,383 |
$54,566,000 |
164,741 |
|
HIGHTOWER ADVISORS, LLC |
311 |
- |
2025-03-31 |
1,093,759 |
$44,593,000 |
516,853 |
|
BB&T CORP |
252 |
- |
2025-03-31 |
999,548 |
$40,752,000 |
80,306 |
|
MBL Wealth LLC |
5 |
- |
2025-03-31 |
861,165 |
$35,110,000 |
5,667 |
|
Steward Partners Investment Advisory LLC |
71 |
- |
2025-03-31 |
794,785 |
$32,403,000 |
132,064 |
|
Advisor Group Holdings Inc. |
280 |
- |
2025-03-31 |
778,662 |
$31,748,000 |
151,865 |
|
WELLS FARGO & CO/MN |
988 |
- |
2025-03-31 |
711,529 |
$29,009,000 |
82,092 |
|
Sterling Financial Group Inc. |
3 |
- |
2025-03-31 |
685,028 |
$27,929,000 |
22,530 |
|
Consolidated Planning Corp |
4 |
- |
2025-03-31 |
593,044 |
$24,178,000 |
-29,765 |
|
Fundamentun LLC |
22 |
- |
2025-03-31 |
583,681 |
$23,797,000 |
34,214 |
|
Cetera Investment Advisers |
435 |
- |
2025-03-31 |
535,492 |
$21,832,000 |
21,264 |
|
NBZ Investment Advisors LLC |
2 |
- |
2025-03-31 |
456,855 |
$18,626,000 |
7,937 |
|
STIFEL FINANCIAL CORP |
618 |
- |
2025-03-31 |
424,647 |
$17,313,000 |
41,730 |
|
Vantage Financial Partners LLC |
5 |
- |
2025-03-31 |
418,104 |
$17,046,000 |
3,048 |
|
Second Half Financial Partners LLC |
3 |
- |
2025-03-31 |
416,988 |
$17,001,000 |
319,173 |
|
Hibernia Wealth Partners LLC |
2 |
- |
2025-03-31 |
407,798 |
$16,626,000 |
15,875 |
|
Prostatis Group LLC |
4 |
- |
2025-03-31 |
394,960 |
$16,103,000 |
61,767 |
|
Modern Wealth Management LLC |
48 |
- |
2025-03-31 |
389,776 |
$15,891,000 |
1,122 |
|
CWM LLC |
274 |
- |
2025-03-31 |
357,182 |
$14,562,000 |
26,388 |
|
WEST MICHIGAN ADVISORS LLC |
2 |
- |
2025-03-31 |
346,799 |
$14,139,000 |
3,692 |
|
Goss Wealth Management LLC |
242 |
- |
2025-03-31 |
346,251 |
$14,117,000 |
23,899 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
697 |
- |
2025-03-31 |
345,975 |
$14,105,000 |
7,412 |
|
Atria Wealth Solutions Inc. |
137 |
- |
2025-03-31 |
332,670 |
$13,580,000 |
-3,019 |
|
CARY STREET PARTNERS FINANCIAL LLC |
62 |
- |
2025-03-31 |
318,031 |
$12,966,000 |
12,601 |
|
Financial Designs Corp |
4 |
- |
2025-03-31 |
289,867 |
$11,818,000 |
-715 |
|
NCM Capital Management LLC |
3 |
- |
2025-03-31 |
287,824 |
$11,735,000 |
2,200 |
|
BANK OF NEW YORK MELLON CORP |
1769 |
- |
2025-03-31 |
285,606 |
$11,644,000 |
-10,639 |
|
MML INVESTORS SERVICES LLC |
442 |
- |
2025-03-31 |
261,709 |
$10,670,000 |
146,075 |
|
Pasadena Private Wealth LLC |
13 |
- |
2025-03-31 |
258,840 |
$10,553,000 |
-121,317 |
|
BENJAMIN EDWARDS INC |
156 |
- |
2025-03-31 |
254,941 |
$10,394,000 |
-21,068 |
|
Tower Wealth Partners Inc. |
10 |
- |
2025-03-31 |
243,627 |
$9,933,000 |
-858 |
|
Element Wealth LLC |
3 |
- |
2025-03-31 |
225,270 |
$9,184,000 |
-1,342 |
|
Visionary Wealth Advisors |
48 |
- |
2025-03-31 |
220,597 |
$8,994,000 |
15,404 |
|
Private Advisor Group LLC |
366 |
- |
2025-03-31 |
219,088 |
$8,932,000 |
49,343 |
|
Souders Financial Advisors |
22 |
- |
2025-03-31 |
217,016 |
$8,848,000 |
23,445 |
|
Capital Investment Advisory Services LLC |
25 |
- |
2025-03-31 |
214,692 |
$8,753,000 |
5,546 |
|
We Are One Seven LLC |
67 |
- |
2025-03-31 |
211,586 |
$8,626,000 |
9,364 |
|
Phoenix Wealth Advisors |
6 |
- |
2025-03-31 |
195,061 |
$7,953,000 |
1,921 |
|
SAGESPRING WEALTH PARTNERS LLC |
63 |
- |
2025-03-31 |
186,323 |
$7,596,000 |
7,975 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
623 |
- |
2025-03-31 |
177,643 |
$7,243,000 |
29,641 |
|
RiverTree Advisors LLC |
6 |
- |
2025-03-31 |
173,453 |
$7,072,000 |
-97 |
|
Foguth Wealth Management LLC. |
17 |
- |
2025-03-31 |
172,580 |
$7,036,000 |
-134,021 |
|
Investors Research Corp |
13 |
- |
2025-03-31 |
165,274 |
$6,738,000 |
13,184 |
|
GREAT VALLEY ADVISOR GROUP INC. |
150 |
- |
2025-03-31 |
161,842 |
$6,598,000 |
3,171 |
|
MTM Investment Management LLC |
9 |
- |
2025-03-31 |
161,570 |
$6,579,000 |
5,826 |
|
Signal Advisors Wealth LLC |
42 |
- |
2025-03-31 |
154,809 |
$6,312,000 |
-133,262 |
|
Magnus Financial Group LLC |
36 |
- |
2025-03-31 |
154,312 |
$6,291,000 |
-1,603 |
|
REGAL INVESTMENT ADVISORS, LLC |
50 |
- |
2025-03-31 |
153,363 |
$6,253,000 |
73,188 |
|
Trilogy Capital Inc. |
47 |
- |
2025-03-31 |
149,004 |
$6,075,000 |
-5,531 |
|
ForthRight Wealth Management LLC |
12 |
- |
2025-03-31 |
143,309 |
$5,843,000 |
1,663 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
125 |
- |
2025-03-31 |
142,003 |
$5,789,000 |
44,830 |
|
TBH Global Asset Management LLC |
17 |
- |
2025-03-31 |
147,145 |
$5,681,000 |
46,046 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
239 |
- |
2025-03-31 |
134,685 |
$5,491,000 |
8,001 |
|
Equitable Holdings Inc. |
284 |
- |
2025-03-31 |
127,933 |
$5,216,000 |
13,222 |
|
Stonebrook Private Inc. |
17 |
- |
2025-03-31 |
125,841 |
$5,131,000 |
9 |
|
SIERRA OCEAN LLC |
10 |
- |
2025-03-31 |
116,212 |
$4,739,000 |
5,163 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
4 |
- |
2025-03-31 |
112,230 |
$4,576,000 |
7,004 |
|
VICTORY FINANCIAL GROUP LLC |
22 |
- |
2025-03-31 |
115,455 |
$4,541,000 |
712 |
|
Farrow Financial Inc. |
9 |
- |
2025-03-31 |
110,765 |
$4,516,000 |
-647 |
|
Dynamic Advisors Solutions LLC |
167 |
- |
2025-03-31 |
110,506 |
$4,505,000 |
-331 |
|
Sovran Advisors LLC |
38 |
- |
2025-03-31 |
113,095 |
$4,414,000 |
14,571 |
|
Good Steward Wealth AdvisorsLLC |
3 |
- |
2025-03-31 |
108,159 |
$4,410,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
3225 |
- |
2025-03-31 |
107,702 |
$4,391,000 |
35,067 |
|
Signature Wealth Management Group |
20 |
- |
2025-03-31 |
106,853 |
$4,356,000 |
-394 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
51 |
- |
2025-03-31 |
106,415 |
$4,339,000 |
-2,266 |
|
BlueChip Wealth Advisors LLC |
14 |
- |
2025-03-31 |
101,592 |
$4,142,000 |
15,198 |
|
Baron Financial Group LLC |
17 |
- |
2025-03-31 |
97,847 |
$3,989,000 |
3,127 |
|
Ausdal Financial Partners Inc. |
76 |
- |
2025-03-31 |
95,120 |
$3,878,000 |
41,801 |
|
Capital Advisory Group Advisory Services LLC |
14 |
- |
2025-03-31 |
94,523 |
$3,854,000 |
7,023 |
|
DAVID R. RAHN & ASSOCIATES INC. |
30 |
- |
2025-03-31 |
91,503 |
$3,731,000 |
1,685 |
|
Snowden Capital Advisors LLC |
187 |
- |
2025-03-31 |
87,552 |
$3,569,000 |
24,971 |
|
WEDBUSH MORGAN SECURITIES INC |
113 |
- |
2025-03-31 |
86,583 |
$3,530,000 |
2,149 |
|
EverSource Wealth Advisors LLC |
107 |
- |
2025-03-31 |
85,894 |
$3,502,000 |
50,132 |
|
SPC FINANCIAL, INC. |
62 |
- |
2025-03-31 |
85,552 |
$3,488,000 |
1,841 |
|
Pacitti Group Inc. |
16 |
- |
2025-03-31 |
84,715 |
$3,454,000 |
26 |
|
McAdam LLC |
65 |
- |
2025-03-31 |
78,977 |
$3,220,000 |
395 |
|
MGB Wealth Management LLC |
13 |
- |
2025-03-31 |
77,927 |
$3,170,000 |
2,516 |
|
NOESIS CAPITAL MANGEMENT CORP |
33 |
- |
2025-03-31 |
77,418 |
$3,156,000 |
125 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
198 |
- |
2025-03-31 |
75,522 |
$3,079,000 |
2,753 |
|
Caliber Wealth Management LLC / KS |
60 |
- |
2025-03-31 |
75,092 |
$3,061,000 |
0 |
|
H D Vest Advisory Services |
565 |
- |
2025-03-31 |
74,851 |
$3,052,000 |
26,053 |
|
Rockefeller Capital Management L.P. |
879 |
- |
2025-03-31 |
73,189 |
$2,984,000 |
37,800 |
|
PFG Advisors |
154 |
- |
2025-03-31 |
72,832 |
$2,969,000 |
-1,986 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
23 |
- |
2025-03-31 |
71,655 |
$2,921,000 |
489 |
|
Jacobi Capital Management LLC |
88 |
- |
2025-03-31 |
70,985 |
$2,894,000 |
2,368 |
|
Spire Wealth Management |
205 |
- |
2025-03-31 |
70,739 |
$2,884,000 |
4,129 |
|
MidWestOne Financial Group Inc. |
57 |
- |
2025-03-31 |
70,217 |
$2,863,000 |
-20,903 |
|
Moran Wealth Management LLC |
241 |
- |
2025-03-31 |
69,648 |
$2,840,000 |
-1,693 |
|
BLAIR WILLIAM & CO/IL |
634 |
- |
2025-03-31 |
68,896 |
$2,809,000 |
-2,996 |
|
Centric Wealth Management |
49 |
- |
2025-03-31 |
66,524 |
$2,712,000 |
3,856 |
|
Meridian Wealth Advisors LLC |
48 |
- |
2025-03-31 |
66,379 |
$2,706,000 |
3,025 |
|
Plotkin Financial Advisors LLC |
18 |
- |
2025-03-31 |
59,446 |
$2,424,000 |
-1,277 |
|
|
100 Records found
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1
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