|
Institutional
Holders
Total
Institutions:
|
305 3 |
|
Total
shares held :
|
42,204,290 |
|
% of shares
held :
|
87.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
6,422,158 |
|
% of shares
held change :
|
13.28% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
509 |
- |
2023-12-31 |
2,897,827 |
$149,615,000 |
2,187,872 |
|
ROYAL BANK OF CANADA |
400 |
- |
2023-12-31 |
2,488,642 |
$128,488,000 |
484,973 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
120 |
- |
2023-12-31 |
1,381,407 |
$71,327,000 |
98,601 |
|
MORGAN STANLEY |
1482 |
- |
2023-12-31 |
1,238,593 |
$63,949,000 |
453,845 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
129 |
- |
2023-12-31 |
860,896 |
$44,448,000 |
19,881 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
268 |
- |
2024-03-31 |
807,663 |
$42,208,000 |
6,791 |
|
FMR LLC |
1357 |
- |
2023-12-31 |
797,736 |
$41,187,000 |
156,997 |
|
Counterpoint Mutual Funds LLC |
4 |
- |
2024-03-31 |
657,359 |
$34,354,000 |
334,308 |
|
ZBN.A. |
8 |
- |
2023-12-31 |
603,825 |
$31,175,000 |
597,789 |
|
REGIONS FINANCIAL CORP |
111 |
- |
2024-03-31 |
566,915 |
$29,627,000 |
13,301 |
|
LPL FINANCIAL CORP |
740 |
- |
2023-12-31 |
525,588 |
$27,136,000 |
36,692 |
|
PFS INVESTMENTS INC. |
88 |
- |
2023-06-30 |
389,352 |
$19,989,000 |
3,591 |
|
CAPSTONE INVESTMENT ADVISORS LLC |
20 |
- |
2024-03-31 |
367,701 |
$19,216,000 |
181,300 |
|
JANE STREET GROUP LLC |
557 |
- |
2023-12-31 |
366,059 |
$18,900,000 |
243,680 |
|
AMERIPRISE FINANCIAL INC |
1299 |
- |
2023-12-31 |
363,881 |
$18,772,000 |
28,502 |
|
Wright Fund Managment LLC |
31 |
- |
2024-03-31 |
312,000 |
$16,305,000 |
18,800 |
|
Jordan Park Group LLC |
16 |
- |
2023-12-31 |
280,262 |
$14,470,000 |
275,888 |
|
PRUDENTIAL FINANCIAL INC |
582 |
- |
2023-12-31 |
240,302 |
$12,407,000 |
174,702 |
|
RENAISSANCE TECHNOLOGIES LLC |
895 |
- |
2023-12-31 |
213,949 |
$11,046,000 |
213,949 |
|
RFG Advisory Group LLC |
48 |
- |
2024-03-31 |
187,808 |
$9,815,000 |
2,562 |
|
Revolve Wealth Partners LLC |
21 |
- |
2024-03-31 |
170,211 |
$8,895,000 |
4,758 |
|
CX Institutional |
63 |
- |
2024-03-31 |
163,826 |
$8,558,000 |
23,182 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
142 |
- |
2023-12-31 |
161,398 |
$8,333,000 |
80,108 |
|
Full Sail Capital LLC |
51 |
- |
2023-12-31 |
138,136 |
$7,132,000 |
88,382 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
90 |
- |
2023-12-31 |
127,809 |
$6,599,000 |
38,297 |
|
JANNEY MONTGOMERY SCOTT LLC |
666 |
- |
2024-03-31 |
121,454 |
$6,347,000 |
24,071 |
|
CFG ASSET MANAGEMENT LLC |
62 |
- |
2023-12-31 |
109,728 |
$5,665,000 |
1,109 |
|
Cyndeo Wealth Partners LLC |
66 |
- |
2024-03-31 |
104,378 |
$5,455,000 |
1,610 |
|
Man Group plc |
816 |
- |
2023-12-31 |
104,117 |
$5,376,000 |
104,117 |
|
MML INVESTORS SERVICES LLC |
567 |
- |
2023-12-31 |
103,127 |
$5,324,000 |
25,528 |
|
CITADEL ADVISORS LLC |
1580 |
- |
2023-12-31 |
95,954 |
$4,954,000 |
95,884 |
|
HIGHTOWER ADVISORS, LLC |
965 |
- |
2023-12-31 |
95,131 |
$4,910,000 |
60,885 |
|
J P MORGAN CHASE & CO |
2451 |
- |
2023-12-31 |
94,401 |
$4,874,000 |
8,877 |
|
Avenue 1 Advisors LLC |
13 |
- |
2024-03-31 |
86,967 |
$4,545,000 |
11,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
847 |
- |
2024-03-31 |
79,206 |
$4,139,000 |
659 |
|
Insight Wealth Strategies LLC |
35 |
- |
2024-03-31 |
76,797 |
$4,013,000 |
3,538 |
|
SOFI WEALTH LLC |
|
- |
2023-12-31 |
65,117 |
$3,362,000 |
1,970 |
|
RIVERSEDGE ADVISORS LLC |
|
- |
2024-03-31 |
60,893 |
$3,182,000 |
2,689 |
|
Wealthcare Advisory Partners LLC |
166 |
- |
2024-03-31 |
59,468 |
$3,108,000 |
12,692 |
|
Paradigm Financial Partners LLC |
43 |
- |
2023-12-31 |
59,161 |
$3,054,000 |
15,511 |
|
COMERICA BANK |
978 |
- |
2023-12-31 |
56,184 |
$2,901,000 |
43,546 |
|
TruWealth Advisors LLC |
62 |
- |
2024-03-31 |
53,355 |
$2,788,000 |
15,168 |
|
Andesa Financial Management Inc. |
19 |
- |
2022-12-31 |
54,305 |
$2,745,000 |
7,495 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
49,303 |
$2,577,000 |
47,803 |
|
RAYMOND JAMES & ASSOCIATES |
2023 |
- |
2024-03-31 |
47,016 |
$2,457,000 |
1,773 |
|
Kestra Advisory Services LLC |
738 |
- |
2023-12-31 |
43,840 |
$2,263,000 |
7,518 |
|
PARK AVENUE SECURITIES LLC |
396 |
- |
2024-03-31 |
40,831 |
$2,134,000 |
10,710 |
|
CAPTRUST FINANCIAL ADVISORS |
900 |
- |
2023-12-31 |
39,061 |
$2,017,000 |
19,908 |
|
DRAVO BAY LLC |
|
- |
2024-03-31 |
37,889 |
$1,980,000 |
7,130 |
|
Owen LaRue LLC |
16 |
- |
2023-12-31 |
36,663 |
$1,893,000 |
26,580 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
964 |
- |
2024-03-31 |
35,778 |
$1,870,000 |
6,433 |
|
Apeiron RIA LLC |
42 |
- |
2024-03-31 |
32,926 |
$1,721,000 |
3,339 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
30 |
- |
2024-03-31 |
32,500 |
$1,698,000 |
1,549 |
|
Crabel Capital Management LLC |
33 |
- |
2023-12-31 |
32,556 |
$1,681,000 |
32,556 |
|
Stratos Wealth Partners LTD. |
489 |
- |
2024-03-31 |
30,913 |
$1,616,000 |
2,027 |
|
Idaho Trust Bank |
34 |
- |
2023-12-31 |
30,149 |
$1,557,000 |
16,114 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
22 |
- |
2024-03-31 |
27,958 |
$1,461,000 |
4,282 |
|
Wedmont Private Capital |
128 |
- |
2024-03-31 |
26,992 |
$1,394,000 |
640 |
|
Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
25,525 |
$1,334,000 |
4,551 |
|
Proquility Private Wealth Partners LLC |
|
- |
2024-03-31 |
24,499 |
$1,280,000 |
17,926 |
|
FIRST UNITED BANK TRUST/ |
|
- |
2024-03-31 |
24,235 |
$1,267,000 |
661 |
|
Betterment LLC |
157 |
- |
2023-12-31 |
24,368 |
$1,258,000 |
7,811 |
|
AE Wealth Management LLC |
1130 |
- |
2023-12-31 |
20,401 |
$1,046,000 |
7,505 |
|
Westside Investment Management Inc. |
102 |
- |
2024-03-31 |
19,451 |
$1,017,000 |
831 |
|
Atlas Private Wealth Advisors |
55 |
- |
2023-12-31 |
19,561 |
$1,010,000 |
177 |
|
Dynamic Advisors Solutions LLC |
451 |
- |
2024-03-31 |
18,613 |
$973,000 |
11 |
|
FLOW TRADERS U.S. LLC |
341 |
- |
2023-12-31 |
18,771 |
$969,000 |
18,771 |
|
Hennion & Walsh Asset Management Inc. |
434 |
- |
2024-03-31 |
18,039 |
$943,000 |
12,430 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
17,801 |
$930,000 |
4,492 |
|
Baird Financial Group Inc. |
1163 |
- |
2023-12-31 |
17,834 |
$921,000 |
6,233 |
|
HB Wealth Management LLC |
|
- |
2024-03-31 |
16,970 |
$887,000 |
1,770 |
|
Csenge Advisory Group |
|
- |
2024-03-31 |
16,548 |
$865,000 |
6,353 |
|
FOSTER & MOTLEY INC |
219 |
- |
2024-03-31 |
16,404 |
$857,000 |
244 |
|
MULTIFINANCIAL SECURITIES CORP |
843 |
- |
2023-12-31 |
16,457 |
$850,000 |
7,527 |
|
All Season Financial Advisors Inc. |
35 |
- |
2024-03-31 |
16,095 |
$841,000 |
4,289 |
|
Sigma Planning Corp |
|
- |
2024-03-31 |
16,061 |
$839,000 |
7,310 |
|
Sowell Financial Services LLC |
|
- |
2024-03-31 |
15,702 |
$821,000 |
436 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
158 |
- |
2023-12-31 |
15,813 |
$816,000 |
10 |
|
MARINER WEALTH ADVISORS, LLC |
1580 |
- |
2023-12-31 |
15,788 |
$815,000 |
3,893 |
|
Kingsview Wealth Management LLC |
521 |
- |
2023-12-31 |
15,752 |
$813,000 |
464 |
|
Ausdal Financial Partners Inc. |
209 |
- |
2024-03-31 |
14,385 |
$752,000 |
991 |
|
AlphaStar Capital Management LLC |
141 |
- |
2023-12-31 |
14,233 |
$735,000 |
315 |
|
FC Advisory LLC |
50 |
- |
2024-03-31 |
13,903 |
$727,000 |
251 |
|
IFG Advisory LLC |
303 |
- |
2023-12-31 |
14,021 |
$724,000 |
1,066 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
13,710 |
$716,000 |
2,506 |
|
Perigon Wealth Management LLC |
|
- |
2024-03-31 |
13,462 |
$704,000 |
319 |
|
Rooted Wealth Advisors Inc. |
46 |
- |
2024-03-31 |
13,365 |
$691,000 |
87 |
|
H D Vest Advisory Services |
852 |
- |
2023-12-31 |
13,342 |
$689,000 |
4,135 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
220 |
- |
2024-03-31 |
13,125 |
$686,000 |
1,725 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
12,711 |
$664,000 |
1,873 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
12,631 |
$660,000 |
3,157 |
|
Laurel Wealth Advisors Inc. |
307 |
- |
2022-12-31 |
12,711 |
$643,000 |
122 |
|
ERTS Wealth Advisors LLC |
40 |
- |
2024-03-31 |
12,033 |
$629,000 |
645 |
|
Good Life Advisors LLC |
|
- |
2024-03-31 |
11,925 |
$623,000 |
1,711 |
|
Change Path LLC |
330 |
- |
2023-12-31 |
11,808 |
$610,000 |
7,489 |
|
BLACKROCK INC. |
4053 |
- |
2023-12-31 |
11,715 |
$605,000 |
10,010 |
|
S. R. Schill & Associates |
40 |
- |
2024-03-31 |
10,967 |
$573,000 |
2,719 |
|
KC Investment Advisors LLC |
|
- |
2023-12-31 |
10,752 |
$555,000 |
4,850 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
400 |
- |
2024-03-31 |
10,134 |
$530,000 |
44 |
|
Magnus Financial Group LLC |
|
- |
2024-03-31 |
9,816 |
$513,000 |
5,176 |
|
|
100 Records found
|
1
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