| |
Institutional
Holders
Total
Institutions:
 |
784  16 |
|
|
Total
shares held :
|
428,127,335 |
|
|
% of shares
held :
|
47.57% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
73 |
|
|
Amount
of shares held :
|
6,326,631 |
|
|
% of shares
held change :
|
0.7% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.53 |
|
|
Last
Quarter's Ending
Price :
|
$34.01 |
|
|
Last
Quarter's Average
Price :
|
$31.74 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.23 (13.33%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
59
|
5,738,320
|
1.34%
|
|
|
|
Increased
Positions : |
321
|
30,554,894
|
7.14%
|
|
|
|
Unchanged
Positions : |
140
|
9,130,985
|
2.13%
|
|
|
|
Decreased
Positions : |
264
|
-28,077,408
|
-6.56%
|
|
|
|
Closed
Positions : |
43
|
-1,889,175
|
-0.44%
|
|
|
|
Guru
Positions : |
2
|
36,297
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SEI INVESTMENTS CO |
244 |
*New |
2023-12-31 |
1,576,508 |
$53,617,000 |
1,576,508 |
|
| Sanchez Wealth Management Group |
16 |
*New |
2023-12-31 |
207,837 |
$7,068,000 |
207,837 |
|
| Certified Advisory Corp |
41 |
*New |
2023-12-31 |
139,540 |
$4,746,000 |
139,540 |
|
| FREESTONE CAPITAL HOLDINGS, LLC |
214 |
*New |
2023-12-31 |
26,736 |
$909,000 |
26,736 |
|
| Baird Financial Group Inc. |
1169 |
*New |
2023-12-31 |
26,461 |
$900,000 |
26,461 |
|
| Coppell Advisory Solutions LLC |
121 |
*New |
2023-12-31 |
25,156 |
$856,000 |
25,156 |
|
| NORTH STAR ASSET MANAGEMENT INC |
177 |
*New |
2023-12-31 |
22,179 |
$754,000 |
22,179 |
|
| BURNS WEALTH MANAGEMENT, INC. |
299 |
*New |
2023-12-31 |
19,847 |
$675,000 |
19,847 |
|
| Altus Wealth Group LLC |
75 |
*New |
2024-03-31 |
17,216 |
$617,000 |
17,216 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
311 |
*New |
2024-03-31 |
15,798 |
$566,000 |
15,798 |
|
| Capital Planning Advisors LLC |
95 |
*New |
2023-12-31 |
16,253 |
$553,000 |
16,253 |
|
| Trexquant Investment LP |
1047 |
*New |
2023-12-31 |
16,171 |
$550,000 |
16,171 |
|
| Kure Advisory LLC |
44 |
*New |
2023-12-31 |
15,178 |
$516,000 |
15,178 |
|
| Howard Capital Management Group LLC |
84 |
*New |
2024-03-31 |
13,938 |
$500,000 |
13,938 |
|
| MISSION WEALTH MANAGEMENT LLC |
419 |
*New |
2024-03-31 |
13,232 |
$474,000 |
13,232 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
307 |
*New |
2024-03-31 |
11,616 |
$416,000 |
11,616 |
|
| STEPHENS INC /AR/ |
873 |
*New |
2023-12-31 |
10,340 |
$352,000 |
10,340 |
|
| IAMS WEALTH MANAGEMENT LLC |
93 |
*New |
2024-03-31 |
9,395 |
$325,000 |
9,395 |
|
| FIRETHORN WEALTH PARTNERS LLC |
107 |
*New |
2024-03-31 |
8,982 |
$322,000 |
8,982 |
|
| Pensionmark Financial Group LLC |
303 |
*New |
2023-12-31 |
9,012 |
$306,000 |
9,012 |
|
| JONES FINANCIAL COMPANIES LLLP |
285 |
*New |
2023-12-31 |
8,722 |
$297,000 |
8,722 |
|
| GREEN SQUARE CAPITAL MANAGEMENT LLC |
145 |
*New |
2023-12-31 |
8,500 |
$289,000 |
8,500 |
|
| Wealth Advisors of Tampa Bay LLC |
|
*New |
2023-12-31 |
7,911 |
$269,000 |
7,911 |
|
| Fortress Wealth Management Inc. |
60 |
*New |
2024-03-31 |
7,490 |
$268,000 |
7,490 |
|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
118 |
*New |
2023-12-31 |
7,664 |
$261,000 |
7,664 |
|
| WETHERBY ASSET MANAGEMENT INC |
776 |
*New |
2023-12-31 |
7,500 |
$255,000 |
7,500 |
|
| CYPRESS FINANCIAL PLANNING LLC |
59 |
*New |
2024-03-31 |
7,116 |
$255,000 |
7,116 |
|
| U.S. Capital Wealth Advisors LLC |
582 |
*New |
2023-12-31 |
7,470 |
$254,000 |
7,470 |
|
| WEALTHSOURCE PARTNERS LLC |
445 |
*New |
2023-12-31 |
7,123 |
$242,000 |
7,123 |
|
| Strategic Equity Management |
34 |
*New |
2024-03-31 |
5,986 |
$215,000 |
5,986 |
|
| RAYMOND JAMES TRUST CO |
1167 |
*New |
2024-03-31 |
5,880 |
$211,000 |
5,880 |
|
| CUTLER INVESTMENT COUNSEL LLC |
124 |
*New |
2024-03-31 |
5,840 |
$209,000 |
5,840 |
|
| Nicholas Hoffman & Company LLC. |
279 |
*New |
2024-03-31 |
5,791 |
$208,000 |
5,791 |
|
| Summit Investment Advisory Services LLC |
64 |
*New |
2024-03-31 |
5,743 |
$206,000 |
5,743 |
|
| Cambridge Advisors Inc. |
163 |
*New |
2024-03-31 |
5,747 |
$206,000 |
5,747 |
|
| Atlantic Trust Group LLC |
1067 |
*New |
2023-12-31 |
6,027 |
$205,000 |
6,027 |
|
| Wolff Financial Management LLC |
97 |
*New |
2024-03-31 |
5,685 |
$204,000 |
5,685 |
|
| VERUS CAPITAL PARTNERS LLC |
308 |
*New |
2023-12-31 |
5,946 |
$202,000 |
5,946 |
|
| Future Financial Wealth Managment LLC |
318 |
*New |
2024-03-31 |
745 |
$27,000 |
745 |
|
| BESSEMER GROUP INC |
1426 |
*New |
2023-12-31 |
780 |
$27,000 |
780 |
|
| GANNETT WELSH & KOTLER |
523 |
*New |
2023-12-31 |
533 |
$18,000 |
533 |
|
| Global Wealth Strategies & Associates |
141 |
*New |
2024-03-31 |
442 |
$16,000 |
442 |
|
| Tower View Investment Management & Research LLC |
120 |
*New |
2024-03-31 |
377 |
$14,000 |
377 |
|
| First Command Advisory Services Inc. |
364 |
*New |
2024-03-31 |
278 |
$10,000 |
278 |
|
| Tradewinds Capital Management LLC |
364 |
*New |
2024-03-31 |
140 |
$5,000 |
140 |
|
| HANSON INVESTMENT MANAGEMENT |
455 |
*New |
2024-03-31 |
69 |
$2,000 |
69 |
|
| Crewe Advisors LLC |
497 |
*New |
2023-12-31 |
3 |
$0 |
3 |
|
|
47 Records found
|
1
|
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|
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