|
Institutional
Holders
Total
Institutions:
|
106 3 |
|
Total
shares held :
|
24,959,630 |
|
% of shares
held :
|
44.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
2,157,927 |
|
% of shares
held change :
|
3.83% |
|
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 |
Carlson Capital Management |
1 |
- |
2024-03-31 |
5,347,883 |
$288,304,000 |
-1,808,662 |
|
OXFORD FINANCIAL GROUP LTD |
4 |
- |
2023-12-31 |
1,686,853 |
$83,280,000 |
52,745 |
|
Abacus Planning Group Inc. |
1 |
- |
2024-03-31 |
1,260,004 |
$67,927,000 |
45,505 |
|
MADISON ASSET MANAGEMENT LLC |
36 |
- |
2023-12-31 |
1,355,801 |
$66,936,000 |
-111,544 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
156 |
*New |
2024-03-31 |
966,347 |
$52,096,000 |
966,347 |
|
LPL FINANCIAL CORP |
539 |
- |
2023-12-31 |
900,701 |
$44,468,000 |
-2,849 |
|
Engrave Wealth Partners LLC |
2 |
- |
2023-12-31 |
837,174 |
$41,331,000 |
13,693 |
|
Resonant Capital Advisors LLC |
3 |
- |
2023-12-31 |
801,847 |
$39,587,000 |
22,063 |
|
AlphaCore Capital LLC |
3 |
- |
2023-12-31 |
763,391 |
$37,689,000 |
328,980 |
|
Allen Capital Group LLC |
5 |
- |
2024-03-31 |
684,995 |
$36,928,000 |
76,733 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
4 |
- |
2023-12-31 |
652,866 |
$32,232,000 |
-1,722 |
|
JJJ Advisors Inc. |
4 |
- |
2024-03-31 |
574,414 |
$30,967,000 |
57,290 |
|
SHUFRO ROSE & CO LLC |
11 |
- |
2023-12-31 |
598,849 |
$26,733,000 |
-5,896 |
|
ODonnell Financial Services LLC |
2 |
- |
2024-03-31 |
470,913 |
$25,387,000 |
-238,423 |
|
H D Vest Advisory Services |
58 |
- |
2023-12-31 |
491,179 |
$24,249,000 |
20,470 |
|
RAYMOND JAMES & ASSOCIATES |
702 |
- |
2024-03-31 |
435,810 |
$23,494,000 |
28,384 |
|
Arlington Financial Advisors LLC |
6 |
- |
2024-03-31 |
435,063 |
$23,454,000 |
80,374 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
7 |
- |
2024-03-31 |
405,474 |
$21,859,000 |
130,835 |
|
Rockefeller Capital Management L.P. |
293 |
- |
2023-12-31 |
407,418 |
$20,114,000 |
38,935 |
|
Crumly & Associates Inc. |
2 |
- |
2023-12-31 |
357,729 |
$17,661,000 |
-5,480 |
|
ROYAL BANK OF CANADA |
1169 |
- |
2023-12-31 |
356,748 |
$17,613,000 |
356,432 |
|
BANK OF NEW YORK MELLON CORP |
1661 |
- |
2024-03-31 |
317,943 |
$17,140,000 |
109,496 |
|
Empire Financial Management Company LLC |
1 |
- |
2023-12-31 |
264,600 |
$13,063,000 |
-3,302 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
369 |
- |
2024-03-31 |
235,318 |
$12,686,000 |
32,624 |
|
SimpliFi Inc. |
8 |
- |
2024-03-31 |
213,482 |
$11,509,000 |
-209,525 |
|
ENVESTNET ASSET MANAGEMENT INC |
1353 |
- |
2023-12-31 |
230,749 |
$11,392,000 |
54,842 |
|
InterOcean Capital Group LLC |
73 |
- |
2023-12-31 |
219,117 |
$10,818,000 |
17,991 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
25 |
- |
2023-12-31 |
212,213 |
$10,477,000 |
7,838 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
791 |
- |
2024-03-31 |
188,873 |
$10,182,000 |
550 |
|
OXBOW ADVISORS, LLC |
18 |
- |
2023-12-31 |
183,966 |
$9,082,000 |
-10,554 |
|
COMERICA BANK |
452 |
*New |
2023-12-31 |
168,448 |
$8,316,000 |
168,448 |
|
Apexium Financial LP |
24 |
- |
2024-03-31 |
145,750 |
$7,857,000 |
21,796 |
|
HIGHTOWER ADVISORS, LLC |
779 |
- |
2023-12-31 |
155,965 |
$7,691,000 |
18,791 |
|
Equitable Holdings Inc. |
183 |
- |
2023-12-31 |
136,749 |
$6,751,000 |
11,657 |
|
Gladstone Institutional Advisory LLC |
69 |
- |
2023-12-31 |
131,972 |
$6,515,000 |
123 |
|
Financial Enhancement Group LLC |
38 |
- |
2024-03-31 |
119,515 |
$6,145,000 |
2,046 |
|
Orion Capital Management LLC |
6 |
- |
2023-12-31 |
111,875 |
$5,523,000 |
7,499 |
|
PERRITT CAPITAL MANAGEMENT INC |
10 |
- |
2023-12-31 |
105,898 |
$5,228,000 |
7,155 |
|
Old Port Advisors |
5 |
- |
2023-09-30 |
102,722 |
$4,585,000 |
19,832 |
|
Herold Advisors Inc. |
16 |
- |
2023-12-31 |
81,003 |
$3,999,000 |
5,898 |
|
MULTIFINANCIAL SECURITIES CORP |
334 |
- |
2023-12-31 |
80,286 |
$3,964,000 |
3,023 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1233 |
- |
2023-12-31 |
78,225 |
$3,862,000 |
9,330 |
|
WELLS FARGO & CO/MN |
2191 |
- |
2023-12-31 |
64,861 |
$3,202,000 |
64,861 |
|
We Are One Seven LLC |
153 |
- |
2023-12-31 |
57,701 |
$2,849,000 |
-119 |
|
FLAGSHIP HARBOR ADVISORS LLC |
132 |
- |
2024-03-31 |
47,336 |
$2,552,000 |
39,680 |
|
IFP Advisors Inc |
193 |
- |
2023-12-31 |
49,695 |
$2,453,000 |
1,566 |
|
Clayton Financial Group LLC |
20 |
- |
2023-12-31 |
48,247 |
$2,382,000 |
0 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
111 |
- |
2023-12-31 |
47,547 |
$2,347,000 |
1,178 |
|
FDX ADVISORS, INC. |
132 |
*New |
2023-12-31 |
46,705 |
$2,306,000 |
46,705 |
|
ADVISORY SERVICES NETWORK, LLC |
394 |
- |
2023-12-31 |
45,781 |
$2,260,000 |
1,313 |
|
CAPTRUST FINANCIAL ADVISORS |
854 |
- |
2023-12-31 |
44,986 |
$2,221,000 |
-2,761 |
|
Ausdal Financial Partners Inc. |
101 |
- |
2024-03-31 |
38,323 |
$2,066,000 |
972 |
|
Fermata Advisors LLC |
54 |
- |
2024-03-31 |
36,039 |
$1,943,000 |
-402 |
|
STIFEL FINANCIAL CORP |
1738 |
- |
2023-12-31 |
36,594 |
$1,807,000 |
-3,156 |
|
SAPIENT CAPITAL LLC |
145 |
- |
2024-03-31 |
31,037 |
$1,673,000 |
-922 |
|
AE Wealth Management LLC |
1011 |
- |
2023-12-31 |
29,465 |
$1,468,000 |
1,004 |
|
HILLTOP HOLDINGS INC. |
166 |
- |
2023-12-31 |
29,102 |
$1,437,000 |
1,776 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
28,446 |
$1,404,000 |
361 |
|
Aspect Partners LLC |
19 |
- |
2023-12-31 |
27,434 |
$1,354,000 |
0 |
|
Hutchens & Kramer Investment Management Group LLC |
|
- |
2023-12-31 |
25,226 |
$1,245,000 |
2,651 |
|
Rehmann Capital Advisory Group |
159 |
- |
2023-12-31 |
24,491 |
$1,209,000 |
-2,258 |
|
DAVID R. RAHN & ASSOCIATES INC. |
32 |
- |
2024-03-31 |
22,038 |
$1,188,000 |
-328 |
|
Cetera Investment Advisers |
1015 |
- |
2023-12-31 |
23,816 |
$1,176,000 |
2,513 |
|
Atria Wealth Solutions Inc. |
815 |
- |
2023-12-31 |
22,403 |
$1,106,000 |
-198 |
|
Envestnet Portfolio Solutions Inc. |
806 |
- |
2023-12-31 |
18,999 |
$938,000 |
3,116 |
|
J P MORGAN CHASE & CO |
3371 |
- |
2023-12-31 |
18,334 |
$905,000 |
7,704 |
|
Harwood Advisory Group LLC |
81 |
- |
2023-12-31 |
18,000 |
$889,000 |
-3,937 |
|
Stonebridge Financial Planning Group LLC |
53 |
- |
2023-12-31 |
17,671 |
$872,000 |
7,226 |
|
Fortune Financial Advisors LLC |
59 |
- |
2024-03-31 |
15,454 |
$833,000 |
7,990 |
|
Ameliora Wealth Management Ltd. |
48 |
- |
2024-03-31 |
13,858 |
$747,000 |
0 |
|
Csenge Advisory Group |
333 |
- |
2023-12-31 |
13,130 |
$648,000 |
1,239 |
|
MML INVESTORS SERVICES LLC |
1673 |
- |
2023-12-31 |
11,523 |
$569,000 |
-918 |
|
WealthCare Investment Partners LLC |
74 |
- |
2024-03-31 |
10,455 |
$564,000 |
30 |
|
Global Assets Advisory LLC |
309 |
*New |
2024-03-31 |
29,674 |
$553,000 |
29,674 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
10,404 |
$514,000 |
10,404 |
|
Barry Investment Advisors LLC |
72 |
*New |
2024-03-31 |
9,126 |
$492,000 |
9,126 |
|
HARBOUR INVESTMENTS INC. |
545 |
- |
2023-12-31 |
9,674 |
$478,000 |
424 |
|
Qube Research & Technologies Ltd |
1983 |
*New |
2023-12-31 |
9,642 |
$476,000 |
9,642 |
|
AXXCESS WEALTH MANAGEMENT LLC |
526 |
- |
2023-12-31 |
9,618 |
$475,000 |
-28 |
|
JustInvest LLC |
1023 |
*New |
2023-12-31 |
9,408 |
$464,000 |
9,408 |
|
Tradition Wealth Management LLC |
209 |
- |
2023-12-31 |
9,167 |
$453,000 |
-1,205 |
|
PFG Investments LLC |
571 |
- |
2024-03-31 |
8,346 |
$450,000 |
1,170 |
|
FINANCIAL NETWORK |
1971 |
- |
2023-12-31 |
8,981 |
$443,000 |
8,981 |
|
BANK OF AMERICA CORP /DE/ |
4588 |
- |
2023-12-31 |
8,442 |
$417,000 |
7,842 |
|
Certified Advisory Corp |
204 |
- |
2023-12-31 |
6,794 |
$335,000 |
0 |
|
US BANCORP |
1753 |
- |
2023-12-31 |
6,452 |
$319,000 |
485 |
|
BB&T CORP |
2252 |
*New |
2023-12-31 |
6,518 |
$303,000 |
6,518 |
|
BCU Wealth Advisors LLC |
35 |
- |
2023-12-31 |
5,815 |
$287,000 |
0 |
|
Advisor Group Holdings Inc. |
3653 |
- |
2023-12-31 |
5,540 |
$274,000 |
2,910 |
|
Hibernia Wealth Partners LLC |
53 |
- |
2023-12-31 |
5,263 |
$260,000 |
4,432 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4600 |
- |
2023-12-31 |
5,174 |
$255,000 |
-47,649 |
|
Toroso Investments LLC |
1258 |
- |
2023-12-31 |
4,781 |
$236,000 |
-273 |
|
Mendota Financial Group LLC |
50 |
- |
2024-03-31 |
3,500 |
$189,000 |
0 |
|
Spire Wealth Management |
1013 |
*New |
2024-03-31 |
1,695 |
$91,000 |
1,695 |
|
Steward Partners Investment Advisory LLC |
1735 |
- |
2023-12-31 |
1,812 |
$89,000 |
1,712 |
|
Oakworth Capital Inc. |
357 |
- |
2024-03-31 |
672 |
$36,000 |
-351 |
|
NBC SECURITIES INC. |
1242 |
- |
2024-03-31 |
648 |
$34,000 |
243 |
|
MORGAN STANLEY |
6215 |
- |
2023-12-31 |
433 |
$21,000 |
101 |
|
FinTrust Capital Advisors LLC |
667 |
- |
2023-12-31 |
402 |
$20,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2408 |
- |
2023-12-31 |
357 |
$18,000 |
-590 |
|
|
100 Records found
|
1
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