|
Institutional
Holders
Total
Institutions:
|
339 14 |
|
Total
shares held :
|
28,348,845 |
|
% of shares
held :
|
31.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
-815,912 |
|
% of shares
held change :
|
-0.91% |
|
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 |
PUTNAM FL INVESTMENT MANAGEMENT CO |
8 |
- |
2023-12-31 |
2,043,086 |
$77,658,000 |
36,787 |
|
GOLDMAN SACHS GROUP INC/ |
769 |
- |
2023-12-31 |
2,025,634 |
$76,994,000 |
-78,519 |
|
NORTHERN TRUST CORP |
790 |
- |
2023-12-31 |
1,844,379 |
$70,105,000 |
-31,086 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
1,761,145 |
$66,941,000 |
280,377 |
|
Vontobel Holding Ltd. |
83 |
- |
2023-12-31 |
1,600,000 |
$60,816,000 |
0 |
|
TIAA FSB |
75 |
- |
2023-06-30 |
1,367,116 |
$48,560,000 |
270,888 |
|
CREATIVE PLANNING |
125 |
- |
2023-12-31 |
1,266,101 |
$48,125,000 |
62,494 |
|
FIDUCIARY TRUST CO |
34 |
- |
2023-12-31 |
923,901 |
$35,117,000 |
2,851 |
|
M&T BANK CORP |
184 |
- |
2023-12-31 |
632,385 |
$24,037,000 |
69,590 |
|
FMR LLC |
1562 |
- |
2023-12-31 |
586,072 |
$22,277,000 |
358,292 |
|
Pathstone Holdings LLC |
140 |
- |
2023-12-31 |
498,382 |
$18,943,000 |
0 |
|
CITIZENS FINANCIAL GROUP INC/RI |
31 |
- |
2023-12-31 |
486,684 |
$18,499,000 |
-622 |
|
UBS Group AG |
1152 |
- |
2023-12-31 |
459,017 |
$17,447,000 |
44,717 |
|
Acorns Advisers LLC |
20 |
- |
2023-12-31 |
458,737 |
$17,437,000 |
23,014 |
|
PATHSTONE FAMILY OFFICE, LLC |
114 |
- |
2023-09-30 |
496,345 |
$16,702,000 |
8,534 |
|
Betterment LLC |
58 |
- |
2023-12-31 |
430,730 |
$16,372,000 |
-12,765 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
306 |
- |
2023-12-31 |
425,075 |
$16,160,000 |
21,594 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
545 |
- |
2023-12-31 |
406,412 |
$15,448,000 |
149,291 |
|
ROYAL BANK OF CANADA |
1237 |
- |
2023-12-31 |
399,205 |
$15,173,000 |
13,304 |
|
BANK OF AMERICA CORP /DE/ |
2057 |
- |
2023-12-31 |
373,091 |
$14,181,000 |
32,922 |
|
WELLS FARGO & CO/MN |
1273 |
- |
2023-12-31 |
365,542 |
$13,894,000 |
84,696 |
|
HIGHTOWER ADVISORS, LLC |
584 |
- |
2023-12-31 |
354,030 |
$13,448,000 |
32,817 |
|
ACCREDITED INVESTORS INC. |
25 |
- |
2023-12-31 |
347,674 |
$13,215,000 |
6,408 |
|
AMERIPRISE FINANCIAL INC |
1606 |
- |
2023-12-31 |
310,797 |
$11,795,000 |
1,308 |
|
SEI INVESTMENTS CO |
818 |
- |
2023-12-31 |
298,944 |
$11,363,000 |
-36,137 |
|
SAND HILL ADVISORS INC/CA |
31 |
- |
2023-12-31 |
298,431 |
$11,343,000 |
12,736 |
|
ENVESTNET ASSET MANAGEMENT INC |
1428 |
- |
2023-12-31 |
271,991 |
$10,338,000 |
-1,075,559 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
64 |
- |
2023-12-31 |
243,496 |
$9,255,000 |
10,358 |
|
SigFig Wealth Management LLC |
37 |
- |
2023-12-31 |
232,581 |
$8,840,000 |
31,140 |
|
MODERA WEALTH MANAGEMENT, LLC |
119 |
- |
2023-12-31 |
227,661 |
$8,653,000 |
227,661 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
140 |
- |
2023-12-31 |
217,429 |
$8,380,000 |
102,554 |
|
MERCER GLOBAL ADVISORS INC /ADV |
350 |
- |
2023-12-31 |
217,007 |
$8,248,000 |
7,558 |
|
SAVANT CAPITAL MANAGEMENT INC |
137 |
- |
2023-12-31 |
212,612 |
$8,081,000 |
7,975 |
|
LPL FINANCIAL CORP |
1424 |
- |
2023-12-31 |
196,771 |
$7,479,000 |
-67,442 |
|
BAILARD BIEHL & KAISER INC |
101 |
- |
2023-12-31 |
193,701 |
$7,363,000 |
-4,106 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
555 |
- |
2023-12-31 |
181,955 |
$6,916,000 |
-11,122 |
|
BB&T CORP |
740 |
- |
2023-12-31 |
181,259 |
$6,890,000 |
10,026 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
94 |
- |
2023-12-31 |
164,307 |
$6,245,000 |
0 |
|
FRANKLIN RESOURCES INC |
1004 |
- |
2023-12-31 |
160,690 |
$6,108,000 |
19,604 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
39 |
- |
2023-12-31 |
154,770 |
$5,883,000 |
-1,545 |
|
Wealth Architects LLC |
26 |
- |
2023-12-31 |
153,503 |
$5,835,000 |
1,147 |
|
WRAPMANAGER INC |
13 |
- |
2023-12-31 |
153,031 |
$5,817,000 |
5,061 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
84 |
- |
2023-03-31 |
169,569 |
$5,764,000 |
13,388 |
|
EP WEALTH ADVISORS, INC. |
145 |
- |
2023-12-31 |
143,159 |
$5,441,000 |
-13,636 |
|
Financial Gravity Wealth Inc. |
83 |
- |
2023-12-31 |
68,343 |
$5,342,000 |
0 |
|
ALESCO ADVISORS LLC |
38 |
- |
2023-12-31 |
137,155 |
$5,213,000 |
-52,051 |
|
APCM Wealth Management for Individuals |
24 |
- |
2024-03-31 |
120,622 |
$4,857,000 |
19,776 |
|
BLACKROCK INC. |
3517 |
- |
2023-12-31 |
127,758 |
$4,856,000 |
685 |
|
MISSION WEALTH MANAGEMENT LLC |
79 |
- |
2023-12-31 |
121,829 |
$4,631,000 |
2,126 |
|
Grubman Wealth Management |
20 |
- |
2024-03-31 |
112,602 |
$4,534,000 |
3,429 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
694 |
- |
2024-03-31 |
110,628 |
$4,455,000 |
4,324 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
106 |
- |
2023-12-31 |
116,643 |
$4,434,000 |
21,677 |
|
ADVISORY SERVICES NETWORK, LLC |
239 |
- |
2023-12-31 |
104,451 |
$3,970,000 |
3,972 |
|
Ally Invest Advisors Inc. |
17 |
- |
2023-12-31 |
99,482 |
$3,781,000 |
5,928 |
|
REGATTA CAPITAL GROUP LLC |
|
- |
2023-12-31 |
98,053 |
$3,727,000 |
-3,315 |
|
MATHER GROUP, INC. |
111 |
- |
2024-03-31 |
96,598 |
$3,672,000 |
-581 |
|
Willow Creek Wealth Management Inc. |
35 |
- |
2023-12-31 |
95,965 |
$3,648,000 |
45,333 |
|
BLUESTEM FINANCIAL ADVISORS LLC |
12 |
- |
2024-03-31 |
84,264 |
$3,393,000 |
145 |
|
Invera Wealth Advisors LLC |
18 |
- |
2023-12-31 |
89,186 |
$3,390,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1408 |
- |
2023-12-31 |
87,876 |
$3,340,000 |
76,924 |
|
DOHJ LLC |
30 |
- |
2024-03-31 |
79,684 |
$3,209,000 |
9,942 |
|
Advisor Group Holdings Inc. |
1500 |
- |
2023-12-31 |
84,250 |
$3,203,000 |
-134,228 |
|
Moss Adams Wealth Advisors LLC |
18 |
- |
2023-12-31 |
83,436 |
$3,171,000 |
2,192 |
|
Stratos Wealth Partners LTD. |
330 |
- |
2024-03-31 |
76,142 |
$3,066,000 |
-37,681 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
80,233 |
$3,050,000 |
4,989 |
|
HILL ISLAND FINANCIAL LLC |
15 |
- |
2023-12-31 |
79,756 |
$3,032,000 |
-1,808 |
|
GRADIENT INVESTMENTS LLC |
158 |
- |
2023-12-31 |
78,433 |
$2,981,000 |
-1,192 |
|
CI Private Wealth LLC |
869 |
- |
2023-12-31 |
72,316 |
$2,749,000 |
-425 |
|
Integris Wealth Management LLC |
23 |
- |
2023-12-31 |
72,022 |
$2,738,000 |
1,886 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
22 |
- |
2023-03-31 |
79,655 |
$2,707,000 |
2,534 |
|
Financial Advisors LLC |
13 |
- |
2023-12-31 |
70,387 |
$2,675,000 |
1,207 |
|
CRESTWOOD ADVISORS LLC |
150 |
- |
2023-12-31 |
67,501 |
$2,566,000 |
-1,463 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
88 |
- |
2023-06-30 |
71,268 |
$2,532,000 |
-6,458 |
|
IMPACTfolio LLC |
9 |
- |
2024-03-31 |
61,135 |
$2,462,000 |
61,135 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
113 |
- |
2023-12-31 |
64,576 |
$2,455,000 |
0 |
|
Asset Dedication LLC |
97 |
- |
2024-03-31 |
60,289 |
$2,436,000 |
-1,866 |
|
Quent Capital LLC |
52 |
- |
2023-12-31 |
63,809 |
$2,425,000 |
25,739 |
|
Garde Capital Inc. |
55 |
- |
2023-12-31 |
63,693 |
$2,421,000 |
-24,795 |
|
Stewardship Advisors LLC |
30 |
- |
2024-03-31 |
57,373 |
$2,310,000 |
924 |
|
Capital Investment Advisory Services LLC |
89 |
- |
2023-12-31 |
60,570 |
$2,302,000 |
-30 |
|
HARBOUR INVESTMENTS INC. |
200 |
- |
2023-12-31 |
60,115 |
$2,285,000 |
-233 |
|
Charter Oak Capital Management LLC |
|
- |
2023-12-31 |
59,211 |
$2,251,000 |
2,145 |
|
J P MORGAN CHASE & CO |
2906 |
- |
2023-12-31 |
58,940 |
$2,240,000 |
-77,637 |
|
Apella Capital LLC |
91 |
- |
2024-03-31 |
56,390 |
$2,231,000 |
7,366 |
|
Stephens Consulting LLC |
22 |
- |
2024-03-31 |
54,457 |
$2,193,000 |
616 |
|
Omega Financial Group LLC |
34 |
- |
2024-03-31 |
53,966 |
$2,173,000 |
5,918 |
|
STIFEL FINANCIAL CORP |
1626 |
- |
2023-12-31 |
55,403 |
$2,106,000 |
1,365 |
|
VISION CAPITAL MANAGEMENT INC |
58 |
- |
2023-12-31 |
55,316 |
$2,103,000 |
6,261 |
|
Blue Edge Capital LLC |
58 |
- |
2023-12-31 |
54,263 |
$2,063,000 |
8,940 |
|
Francis Financial Inc. |
21 |
- |
2024-03-31 |
50,649 |
$2,040,000 |
2,367 |
|
Trilogy Capital Inc. |
136 |
- |
2024-03-31 |
49,397 |
$1,989,000 |
3,479 |
|
REGIONS FINANCIAL CORP |
379 |
- |
2023-12-31 |
50,153 |
$1,906,000 |
3,293 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
28 |
- |
2024-03-31 |
46,970 |
$1,891,000 |
595 |
|
Garrett Investment Advisors LLC |
107 |
- |
2024-03-31 |
46,817 |
$1,885,000 |
2,554 |
|
Laurel Wealth Planning LLC |
24 |
- |
2023-12-31 |
48,370 |
$1,839,000 |
6,509 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1614 |
- |
2023-12-31 |
46,668 |
$1,774,000 |
-573 |
|
Wealthcare Advisory Partners LLC |
252 |
- |
2024-03-31 |
43,898 |
$1,768,000 |
757 |
|
Financial Connections Group Inc. |
|
- |
2023-12-31 |
45,075 |
$1,713,000 |
-97,728 |
|
Dunhill Financial LLC |
13 |
- |
2023-12-31 |
44,151 |
$1,678,000 |
-146,370 |
|
Crestone Asset Management LLC |
40 |
- |
2023-12-31 |
43,974 |
$1,671,000 |
7,368 |
|
|
100 Records found
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1
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