|
Institutional
Holders
Total
Institutions:
|
335 30 |
|
Total
shares held :
|
51,189,857 |
|
% of shares
held :
|
5.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-100 |
|
Amount
of shares held :
|
-2,900,405 |
|
% of shares
held change :
|
-0.32% |
|
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 |
BLACKROCK INC. |
1712 |
- |
2024-03-31 |
3,125,254 |
$176,858,000 |
-42,694 |
|
WHARTON BUSINESS GROUP, LLC |
4 |
- |
2024-03-31 |
2,050,785 |
$116,054,000 |
-43,630 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
152 |
- |
2024-03-31 |
1,031,567 |
$58,377,000 |
-279,725 |
|
WELLS FARGO & CO/MN |
753 |
- |
2024-03-31 |
797,869 |
$45,151,000 |
-43,535 |
|
LPL FINANCIAL CORP |
712 |
- |
2024-03-31 |
579,355 |
$32,786,000 |
-15,023 |
|
CAPTRUST FINANCIAL ADVISORS |
225 |
- |
2024-03-31 |
345,001 |
$19,524,000 |
-163,820 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
498 |
- |
2024-03-31 |
344,869 |
$19,516,000 |
-54,207 |
|
J P MORGAN CHASE & CO |
1729 |
- |
2024-03-31 |
311,080 |
$17,604,000 |
-52,740 |
|
Vestcor Investment Management Corp |
39 |
- |
2024-03-31 |
280,583 |
$15,878,000 |
-777,725 |
|
Frontier Asset Management LLC |
4 |
- |
2024-03-31 |
255,769 |
$14,474,000 |
-2,418 |
|
PNC FINANCIAL SERVICES GROUP INC |
453 |
- |
2024-03-31 |
249,965 |
$14,146,000 |
-744 |
|
MARINER WEALTH ADVISORS, LLC |
430 |
- |
2024-03-31 |
232,260 |
$13,144,000 |
-71,687 |
|
Symmetry Partner LLC |
29 |
- |
2024-03-31 |
224,409 |
$12,699,000 |
-68,072 |
|
Southern Wealth Management LLP |
7 |
- |
2023-03-31 |
223,487 |
$12,196,000 |
-2,029 |
|
ROYAL BANK OF CANADA |
1403 |
- |
2024-03-31 |
207,091 |
$11,720,000 |
-112,747 |
|
Brookstone Capital Management |
139 |
- |
2024-03-31 |
174,410 |
$9,870,000 |
-8,097 |
|
MODERA WEALTH MANAGEMENT, LLC |
122 |
- |
2024-03-31 |
160,901 |
$9,105,000 |
-3,058 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
65 |
- |
2023-03-31 |
159,844 |
$8,723,000 |
-4,844 |
|
ARGI INVESTMENT SERVICES, LLC |
51 |
- |
2022-12-31 |
160,357 |
$8,507,000 |
-33,884 |
|
Banco Santander S.A. |
139 |
- |
2024-03-31 |
141,851 |
$8,027,000 |
-3,044 |
|
Apella Capital LLC |
51 |
- |
2024-03-31 |
124,971 |
$7,126,000 |
-4,840 |
|
Executive Wealth Management LLC |
61 |
- |
2024-03-31 |
119,461 |
$6,758,000 |
-1,158 |
|
Wade Financial Advisory Inc |
11 |
- |
2024-03-31 |
115,390 |
$6,530,000 |
-57,347 |
|
HPM Partners LLC |
594 |
- |
2024-03-31 |
108,745 |
$6,154,000 |
-2,333 |
|
RAYMOND JAMES & ASSOCIATES |
1469 |
- |
2024-03-31 |
104,225 |
$5,898,000 |
-4,973 |
|
Well Done LLC |
22 |
- |
2024-03-31 |
97,707 |
$5,529,000 |
-99 |
|
Advisor Group Holdings Inc. |
966 |
- |
2024-03-31 |
97,599 |
$5,524,000 |
-144,751 |
|
Cetera Investment Advisers |
322 |
- |
2024-03-31 |
92,080 |
$5,211,000 |
-1,438 |
|
FINANCIAL NETWORK |
617 |
- |
2024-03-31 |
90,909 |
$5,145,000 |
-1,596 |
|
Northwest Capital Management Inc |
16 |
- |
2024-03-31 |
84,730 |
$4,795,000 |
-2,252 |
|
CWM LLC |
434 |
- |
2024-03-31 |
80,379 |
$4,549,000 |
-12,819 |
|
LMG Wealth Partners LLC |
35 |
- |
2024-03-31 |
67,820 |
$3,838,000 |
-11,757 |
|
HIGHTOWER ADVISORS, LLC |
1067 |
- |
2024-03-31 |
67,557 |
$3,805,000 |
-1,997 |
|
COMERICA BANK |
918 |
- |
2024-03-31 |
61,470 |
$3,479,000 |
-3,135 |
|
Pensionmark Financial Group LLC |
46 |
- |
2024-03-31 |
60,977 |
$3,451,000 |
-2,858 |
|
Steward Partners Investment Advisory LLC |
433 |
- |
2024-03-31 |
57,394 |
$3,248,000 |
-4,230 |
|
MML INVESTORS SERVICES LLC |
861 |
- |
2024-03-31 |
53,687 |
$3,038,000 |
-11,963 |
|
MISSION CREEK CAPITAL PARTNERS INC |
41 |
- |
2024-03-31 |
46,658 |
$2,640,000 |
-1,304 |
|
Carr Financial Group Corp |
28 |
- |
2024-03-31 |
46,107 |
$2,609,000 |
-80,653 |
|
Day & Ennis LLC |
30 |
- |
2023-12-31 |
41,536 |
$2,309,000 |
-2,305 |
|
Parallel Advisors LLC |
218 |
- |
2024-03-31 |
38,204 |
$2,162,000 |
-2,767 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1206 |
- |
2024-03-31 |
38,128 |
$2,158,000 |
-3,524 |
|
Strategic Blueprint LLC |
135 |
- |
2024-03-31 |
37,734 |
$2,135,000 |
-2,799 |
|
Integrated Wealth Concepts LLC |
499 |
- |
2024-03-31 |
37,611 |
$2,128,000 |
-25,541 |
|
Conservest Capital Advisors Inc. |
38 |
- |
2024-03-31 |
36,364 |
$2,058,000 |
-375 |
|
UMA Financial Services Inc. |
39 |
- |
2024-03-31 |
37,219 |
$2,053,000 |
-2,251 |
|
DAIWA SECURITIES GROUP INC. |
572 |
- |
2024-03-31 |
31,230 |
$1,767,000 |
-100 |
|
KOCHIS FITZ/QUINTILE LLC |
107 |
- |
2024-03-31 |
29,809 |
$1,687,000 |
-5,429 |
|
Private Advisor Group LLC |
897 |
- |
2024-03-31 |
29,671 |
$1,679,000 |
-3,424 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
463 |
- |
2024-03-31 |
29,135 |
$1,649,000 |
-451 |
|
CREATIVE PLANNING |
1057 |
- |
2024-03-31 |
28,739 |
$1,626,000 |
-2,446 |
|
Oakmont Partners LLC |
291 |
- |
2024-03-31 |
28,402 |
$1,607,000 |
-936 |
|
JANNEY MONTGOMERY SCOTT LLC |
1252 |
- |
2024-03-31 |
28,302 |
$1,602,000 |
-160,321 |
|
Mayflower Financial Advisors LLC |
88 |
- |
2024-03-31 |
27,690 |
$1,567,000 |
-1,065 |
|
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. |
754 |
- |
2024-03-31 |
27,305 |
$1,545,000 |
-52 |
|
Johnson & White Wealth Management LLC |
27 |
- |
2024-03-31 |
27,028 |
$1,530,000 |
-4,406 |
|
MCCORMACK ADVISORS INTERNATIONAL |
415 |
- |
2024-03-31 |
26,451 |
$1,497,000 |
-2,121 |
|
Kathleen S. Wright Associates Inc. |
33 |
- |
2024-03-31 |
26,295 |
$1,488,000 |
-1,002 |
|
Equitable Holdings Inc. |
524 |
- |
2024-03-31 |
26,240 |
$1,485,000 |
-2,058 |
|
GLENMEDE TRUST CO NA |
649 |
- |
2024-03-31 |
23,378 |
$1,323,000 |
-59,284 |
|
MILLENNIUM MANAGEMENT LLC |
2691 |
- |
2024-03-31 |
23,100 |
$1,307,000 |
-9,710 |
|
Goss Wealth Management LLC |
882 |
- |
2024-03-31 |
21,779 |
$1,232,000 |
-10,850 |
|
Asset Dedication LLC |
151 |
- |
2024-03-31 |
21,502 |
$1,214,000 |
-2,764 |
|
Armbruster Capital Management Inc. |
47 |
- |
2024-03-31 |
19,806 |
$1,121,000 |
-307 |
|
WCG Wealth Advisors LLC |
175 |
- |
2024-03-31 |
19,333 |
$1,094,000 |
-331 |
|
CITIGROUP INC |
2253 |
- |
2024-03-31 |
18,398 |
$1,041,000 |
-300 |
|
PRUDENTIAL FINANCIAL INC |
1831 |
- |
2024-03-31 |
17,654 |
$999,000 |
-534 |
|
Sowell Financial Services LLC |
341 |
- |
2024-03-31 |
17,566 |
$994,000 |
-7,203 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
974 |
- |
2023-09-30 |
18,526 |
$988,000 |
-7,147 |
|
Laidlaw Wealth Management LLC |
60 |
- |
2024-03-31 |
16,600 |
$939,000 |
-553 |
|
PRINCIPAL SECURITIES INC. |
476 |
- |
2024-03-31 |
16,339 |
$925,000 |
-1,681 |
|
CITIZENS FINANCIAL GROUP INC/RI |
214 |
- |
2024-03-31 |
15,637 |
$885,000 |
-6,502 |
|
DAVIDSON D A & CO |
780 |
- |
2024-03-31 |
15,389 |
$871,000 |
-67 |
|
Rehmann Capital Advisory Group |
225 |
- |
2024-03-31 |
14,720 |
$833,000 |
-855 |
|
Shore Point Advisors LLC |
31 |
- |
2024-03-31 |
14,244 |
$806,000 |
-66 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
138 |
- |
2022-12-31 |
14,687 |
$779,000 |
-103 |
|
MULTIFINANCIAL SECURITIES CORP |
1310 |
- |
2024-03-31 |
13,386 |
$757,000 |
-2,311 |
|
Sanford Advisory Services LLC |
67 |
- |
2022-12-31 |
13,431 |
$713,000 |
-8,662 |
|
BerganKDV Wealth Management LLC |
150 |
- |
2023-06-30 |
12,880 |
$708,000 |
-1,411 |
|
STIFEL FINANCIAL CORP |
2425 |
- |
2024-03-31 |
11,949 |
$676,000 |
-2,325 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
64 |
- |
2024-03-31 |
11,631 |
$658,000 |
-359 |
|
SUMMIT INVESTMENT ADVISORS INC |
772 |
- |
2024-03-31 |
9,856 |
$558,000 |
-80 |
|
AVAII WEALTH MANAGEMENT LLC |
61 |
- |
2024-03-31 |
9,281 |
$525,000 |
-1,068 |
|
Patriot Investment Management Inc. |
158 |
- |
2024-03-31 |
9,122 |
$516,000 |
-262 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
186 |
- |
2024-03-31 |
8,994 |
$509,000 |
-18,481 |
|
Measured Wealth Private Client Group LLC |
95 |
- |
2024-03-31 |
9,002 |
$509,000 |
-7 |
|
Cherry Tree Wealth Management LLC |
85 |
- |
2024-03-31 |
8,888 |
$503,000 |
-624 |
|
EP WEALTH ADVISORS, INC. |
509 |
- |
2024-03-31 |
8,745 |
$495,000 |
-152 |
|
Bond & Devick Financial Network Inc. |
75 |
- |
2024-03-31 |
8,728 |
$494,000 |
-177 |
|
ROOF EIDAM & MAYCOCK/ADV |
83 |
- |
2024-03-31 |
8,690 |
$492,000 |
-70 |
|
Cypress Point Wealth Management LLC |
53 |
- |
2024-03-31 |
8,183 |
$463,000 |
-2,279 |
|
Morton Brown Family Wealth LLC |
34 |
- |
2024-03-31 |
8,170 |
$462,000 |
-756 |
|
INSIGNEO ADVISORY SERVICES LLC |
283 |
- |
2024-03-31 |
7,989 |
$452,000 |
-832 |
|
Beacon Pointe Advisors LLC |
969 |
- |
2024-03-31 |
7,424 |
$420,000 |
-85 |
|
Csenge Advisory Group |
494 |
- |
2024-03-31 |
6,779 |
$384,000 |
-305 |
|
S.C. Financial Services Inc. |
58 |
- |
2022-12-31 |
7,138 |
$379,000 |
-752 |
|
Arcus Capital Partners LLC |
79 |
- |
2024-03-31 |
6,645 |
$376,000 |
-2,292 |
|
JOHN G ULLMAN & ASSOCIATES INC |
139 |
- |
2024-03-31 |
6,150 |
$348,000 |
-750 |
|
BARTLETT & CO. LLC |
390 |
- |
2023-12-31 |
6,115 |
$339,000 |
-450 |
|
LINCOLN NATIONAL CORP |
883 |
- |
2024-03-31 |
5,986 |
$339,000 |
-2,801 |
|
|
100 Records found
|
1
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