|
Institutional
Holders
Total
Institutions:
|
132 2 |
|
Total
shares held :
|
11,315,723 |
|
% of shares
held :
|
12.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
Amount
of shares held :
|
-1,472,348 |
|
% of shares
held change :
|
-1.64% |
|
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. |
1605 |
- |
2024-03-31 |
4,879,411 |
$208,985,000 |
277,219 |
|
ENVESTNET ASSET MANAGEMENT INC |
528 |
- |
2024-03-31 |
1,702,938 |
$72,937,000 |
151,954 |
|
SigFig Wealth Management LLC |
24 |
- |
2024-03-31 |
394,349 |
$16,890,000 |
55,878 |
|
SEEDS INVESTOR LLC |
1 |
- |
2024-03-31 |
373,761 |
$16,008,000 |
38,581 |
|
IMPACTfolio LLC |
4 |
- |
2024-03-31 |
358,029 |
$15,334,000 |
24,067 |
|
J P MORGAN CHASE & CO |
1866 |
- |
2024-03-31 |
329,496 |
$14,112,000 |
37,679 |
|
LPL FINANCIAL CORP |
1215 |
- |
2024-03-31 |
277,190 |
$11,872,000 |
27,590 |
|
HANSON MCCLAIN, INC. |
146 |
- |
2024-03-31 |
171,221 |
$7,333,000 |
17,809 |
|
JONES FINANCIAL COMPANIES LLLP |
140 |
- |
2024-03-31 |
147,903 |
$6,335,000 |
28,004 |
|
Cetera Investment Advisers |
890 |
- |
2024-03-31 |
140,248 |
$6,007,000 |
52,846 |
|
One Wealth Advisors LLC |
27 |
- |
2024-03-31 |
133,831 |
$5,732,000 |
5,732 |
|
First Ascent Asset Management LLC |
30 |
- |
2023-12-31 |
99,817 |
$4,318,000 |
15,817 |
|
MML INVESTORS SERVICES LLC |
726 |
- |
2024-03-31 |
95,619 |
$4,095,000 |
727 |
|
PARK AVENUE SECURITIES LLC |
260 |
- |
2024-03-31 |
80,116 |
$3,431,000 |
7,293 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
73,051 |
$3,129,000 |
14,015 |
|
Perigon Wealth Management LLC |
219 |
- |
2024-03-31 |
60,858 |
$2,607,000 |
4,247 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
26 |
- |
2024-03-31 |
48,536 |
$2,079,000 |
697 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
427 |
- |
2024-03-31 |
46,639 |
$1,998,000 |
6,886 |
|
Betterment LLC |
155 |
- |
2024-03-31 |
44,598 |
$1,910,000 |
2,248 |
|
Horst & Graben Wealth Management LLC |
36 |
- |
2024-03-31 |
44,220 |
$1,894,000 |
1,621 |
|
Equitable Holdings Inc. |
488 |
- |
2024-03-31 |
40,022 |
$1,714,000 |
7,135 |
|
ROYAL BANK OF CANADA |
2666 |
- |
2024-03-31 |
37,442 |
$1,604,000 |
10,673 |
|
Johnson Bixby & Associates LLC |
35 |
- |
2024-03-31 |
36,407 |
$1,559,000 |
4,816 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
187 |
- |
2024-03-31 |
35,301 |
$1,512,000 |
212 |
|
FINANCIAL NETWORK |
1192 |
- |
2024-03-31 |
34,065 |
$1,459,000 |
703 |
|
Clarity Asset Management Inc. |
15 |
- |
2024-03-31 |
33,261 |
$1,425,000 |
10,753 |
|
Sharkey Howes & Javer |
60 |
- |
2024-03-31 |
31,664 |
$1,356,000 |
845 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1936 |
- |
2024-03-31 |
28,205 |
$1,208,000 |
7,593 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2125 |
- |
2024-03-31 |
26,499 |
$1,135,000 |
229 |
|
Van Hulzen Asset Management LLC |
164 |
- |
2024-03-31 |
24,610 |
$1,054,000 |
1,951 |
|
MULTIFINANCIAL SECURITIES CORP |
1138 |
- |
2024-03-31 |
23,931 |
$1,025,000 |
11,676 |
|
Sandbox Financial Partners LLC |
44 |
- |
2024-03-31 |
22,402 |
$959,000 |
6,146 |
|
Kestra Advisory Services LLC |
1268 |
- |
2024-03-31 |
22,091 |
$946,000 |
1,414 |
|
UBS Group AG |
3595 |
- |
2024-03-31 |
21,382 |
$916,000 |
3,868 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
741 |
- |
2024-03-31 |
21,070 |
$902,000 |
3,579 |
|
LINCOLN NATIONAL CORP |
551 |
- |
2024-03-31 |
20,804 |
$891,000 |
3,448 |
|
BANK OF AMERICA CORP /DE/ |
4096 |
- |
2024-03-31 |
20,396 |
$874,000 |
2,084 |
|
JANNEY MONTGOMERY SCOTT LLC |
1604 |
- |
2024-03-31 |
19,750 |
$846,000 |
4,770 |
|
Stratos Wealth Partners LTD. |
714 |
- |
2024-03-31 |
18,557 |
$795,000 |
562 |
|
RETIREMENT CAPITAL STRATEGIES |
46 |
- |
2024-03-31 |
17,954 |
$769,000 |
705 |
|
DOHJ LLC |
92 |
- |
2024-03-31 |
17,568 |
$752,000 |
189 |
|
Tarbox Group Inc. |
48 |
- |
2024-03-31 |
17,181 |
$736,000 |
718 |
|
Steward Partners Investment Advisory LLC |
895 |
- |
2024-03-31 |
17,124 |
$733,000 |
92 |
|
VALLEY NATIONAL ADVISERS INC |
139 |
- |
2024-03-31 |
16,279 |
$697,000 |
2,248 |
|
NATIONAL ASSET MANAGEMENT, INC. |
691 |
- |
2024-03-31 |
15,249 |
$623,000 |
9,876 |
|
BFSG LLC |
166 |
- |
2024-03-31 |
13,885 |
$595,000 |
233 |
|
Resources Investment Advisors Inc. |
687 |
- |
2024-03-31 |
13,456 |
$576,000 |
63 |
|
Austin Private Wealth LLC |
118 |
- |
2024-03-31 |
12,186 |
$516,000 |
2,111 |
|
BANK OF NEW YORK MELLON CORP |
3523 |
- |
2024-03-31 |
10,371 |
$444,000 |
973 |
|
Apollon Wealth Management LLC |
743 |
- |
2024-03-31 |
10,074 |
$431,000 |
4,373 |
|
Invera Wealth Advisors LLC |
53 |
- |
2024-03-31 |
10,219 |
$426,000 |
3,130 |
|
Stratos Wealth Advisors LLC |
500 |
- |
2024-03-31 |
9,519 |
$408,000 |
679 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
108 |
- |
2024-03-31 |
9,500 |
$407,000 |
9,500 |
|
COMERICA SECURITIESINC. |
313 |
- |
2023-09-30 |
9,667 |
$395,000 |
454 |
|
Ally Invest Advisors Inc. |
55 |
- |
2024-03-31 |
8,312 |
$356,000 |
2,523 |
|
Farther Finance Advisors LLC |
492 |
- |
2024-03-31 |
7,916 |
$335,000 |
189 |
|
Pensionmark Financial Group LLC |
306 |
- |
2024-03-31 |
7,108 |
$304,000 |
440 |
|
TOWNSQUARE CAPITAL LLC |
1002 |
- |
2024-03-31 |
7,060 |
$302,000 |
1,610 |
|
We Are One Seven LLC |
736 |
- |
2024-03-31 |
6,845 |
$293,000 |
481 |
|
TCWP LLC |
42 |
- |
2024-03-31 |
6,844 |
$293,000 |
480 |
|
Aptus Capital Advisors LLC |
631 |
- |
2024-03-31 |
6,552 |
$281,000 |
6,020 |
|
OLD MISSION CAPITAL LLC |
709 |
- |
2024-03-31 |
6,338 |
$271,000 |
6,338 |
|
FTB Advisors Inc. |
446 |
- |
2024-03-31 |
6,316 |
$271,000 |
107 |
|
Wealth Alliance |
425 |
- |
2024-03-31 |
6,331 |
$271,000 |
341 |
|
One Wealth Management Investment & Advisory Servic |
105 |
- |
2024-03-31 |
6,056 |
$259,000 |
606 |
|
Buck Wealth Strategies LLC |
72 |
- |
2024-03-31 |
5,916 |
$253,000 |
5,916 |
|
SAVANT CAPITAL MANAGEMENT INC |
960 |
- |
2024-03-31 |
5,788 |
$248,000 |
245 |
|
Tempus Wealth Planning LLC |
173 |
- |
2024-03-31 |
5,534 |
$237,000 |
609 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
182 |
- |
2024-03-31 |
5,279 |
$226,000 |
29 |
|
Baldrige Asset Management LLC |
108 |
- |
2023-03-31 |
5,147 |
$223,000 |
22 |
|
WELLS FARGO & CO/MN |
3867 |
- |
2024-03-31 |
5,174 |
$222,000 |
740 |
|
Strategic Blueprint LLC |
572 |
- |
2024-03-31 |
4,820 |
$206,000 |
19 |
|
HARBOUR INVESTMENTS INC. |
893 |
- |
2023-12-31 |
4,175 |
$181,000 |
461 |
|
Spire Wealth Management |
814 |
- |
2024-03-31 |
4,003 |
$171,000 |
1,531 |
|
PROEQUITIES INC. |
746 |
- |
2024-03-31 |
3,807 |
$163,000 |
1,457 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
501 |
- |
2024-03-31 |
3,205 |
$137,000 |
106 |
|
COMERICA BANK |
2517 |
- |
2024-03-31 |
2,471 |
$106,000 |
249 |
|
JFS WEALTH ADVISORS, LLC |
313 |
- |
2024-03-31 |
2,356 |
$101,000 |
234 |
|
SUMMIT INVESTMENT ADVISORS INC |
1863 |
- |
2024-03-31 |
1,880 |
$81,000 |
3 |
|
PNC FINANCIAL SERVICES GROUP INC |
2967 |
- |
2024-03-31 |
1,236 |
$53,000 |
53 |
|
Capital Analysts Inc. |
695 |
- |
2024-03-31 |
959 |
$41,000 |
78 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
304 |
- |
2024-03-31 |
627 |
$27,000 |
28 |
|
Aspire Private Capital LLC |
389 |
- |
2024-03-31 |
268 |
$11,000 |
22 |
|
FMR LLC |
5125 |
- |
2024-03-31 |
2 |
$0 |
2 |
|
|
84 Records found
|
1
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