|
Institutional
Holders
Total
Institutions:
|
304 6 |
|
Total
shares held :
|
77,228,811 |
|
% of shares
held :
|
85.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
44 |
|
Amount
of shares held :
|
14,623,268 |
|
% of shares
held change :
|
16.25% |
|
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. |
852 |
- |
2024-03-31 |
12,883,611 |
$643,536,000 |
-955,138 |
|
MATHER GROUP, INC. |
17 |
- |
2024-03-31 |
1,792,121 |
$89,248,000 |
-9,824 |
|
ENVESTNET ASSET MANAGEMENT INC |
750 |
- |
2024-03-31 |
819,006 |
$40,909,000 |
-142,684 |
|
Financial Gravity Wealth Inc. |
1 |
- |
2024-03-31 |
463,602 |
$23,157,000 |
-5,071,630 |
|
AMARILLO NATIONAL BANK |
9 |
- |
2024-03-31 |
453,564 |
$22,656,000 |
-2,080 |
|
MORGAN STANLEY |
2624 |
- |
2024-03-31 |
419,927 |
$20,975,000 |
-65,249 |
|
MODERA WEALTH MANAGEMENT, LLC |
70 |
- |
2024-03-31 |
418,470 |
$20,903,000 |
-227 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
19 |
- |
2024-03-31 |
412,441 |
$20,601,000 |
-23,053 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
34 |
- |
2023-03-31 |
398,321 |
$19,498,000 |
-8,747 |
|
Compton Financial Group LLC |
7 |
- |
2024-03-31 |
311,735 |
$15,571,000 |
-55 |
|
PRUDENT INVESTORS NETWORK |
7 |
- |
2024-03-31 |
286,716 |
$14,321,000 |
-30,615 |
|
FINANCIAL NETWORK |
299 |
- |
2024-03-31 |
270,654 |
$13,519,000 |
-110,011 |
|
UBS Group AG |
1482 |
- |
2024-03-31 |
243,156 |
$12,146,000 |
-10,589 |
|
ARKANSAS FINANCIAL GROUP INC. |
15 |
- |
2024-03-31 |
174,885 |
$8,736,000 |
-9,082 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
204 |
- |
2024-03-31 |
160,546 |
$8,019,000 |
-13,979 |
|
PDS Planning Inc |
26 |
- |
2024-03-31 |
153,633 |
$7,674,000 |
-306 |
|
Capstone Financial Advisors Inc. |
22 |
- |
2024-03-31 |
147,336 |
$7,359,000 |
-4,710 |
|
ARGI INVESTMENT SERVICES, LLC |
64 |
- |
2022-12-31 |
146,375 |
$6,960,000 |
-3,045 |
|
BURNS WEALTH MANAGEMENT, INC. |
114 |
- |
2024-03-31 |
135,023 |
$6,744,000 |
-6,678 |
|
CULLEN FROST BANKERS INC |
200 |
- |
2024-03-31 |
109,780 |
$5,483,000 |
-107,943 |
|
GRAND WEALTH MANAGEMENT LLC |
8 |
- |
2024-03-31 |
98,845 |
$4,937,000 |
-8,690 |
|
Full Sail Capital LLC |
59 |
- |
2024-03-31 |
84,679 |
$4,230,000 |
-141 |
|
Burt Wealth Advisors |
19 |
- |
2024-03-31 |
84,254 |
$4,208,000 |
-793 |
|
Summit Wealth Group LLC |
9 |
- |
2024-03-31 |
76,441 |
$3,818,000 |
-1,240 |
|
Paragon Advisors LLC |
17 |
- |
2024-03-31 |
72,448 |
$3,619,000 |
-22,833 |
|
Hardy Reed LLC |
28 |
- |
2024-03-31 |
68,237 |
$3,408,000 |
-2,812 |
|
Stewardship Advisors LLC |
29 |
- |
2024-03-31 |
51,475 |
$2,571,000 |
-256,736 |
|
HANSON MCCLAIN, INC. |
273 |
- |
2024-03-31 |
51,461 |
$2,570,000 |
-8,419 |
|
PAX Financial Group LLC |
49 |
- |
2024-03-31 |
49,897 |
$2,492,000 |
-2,809 |
|
AlphaStar Capital Management LLC |
56 |
- |
2024-03-31 |
48,624 |
$2,429,000 |
-27,760 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1161 |
- |
2024-03-31 |
46,549 |
$2,325,000 |
-4,908 |
|
Aletheian Wealth Advisors LLC |
22 |
- |
2024-03-31 |
44,537 |
$2,225,000 |
-440 |
|
Friedenthal Financial |
18 |
- |
2024-03-31 |
42,726 |
$2,134,000 |
-590 |
|
SAGE RHINO CAPITAL LLC |
49 |
- |
2024-03-31 |
42,326 |
$2,114,000 |
-78 |
|
CAMELOT TECHNOLOGY ADVISORS INC. |
15 |
- |
2024-03-31 |
41,467 |
$2,071,000 |
-452 |
|
EQIS CAPITAL MANAGEMENT, INC. |
122 |
- |
2024-03-31 |
39,049 |
$1,950,000 |
-2,038 |
|
PrairieView Partners LLC |
49 |
- |
2024-03-31 |
38,857 |
$1,941,000 |
-2,360 |
|
Cetera Investment Advisers |
652 |
- |
2024-03-31 |
38,558 |
$1,926,000 |
-1,937 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
97 |
- |
2023-06-30 |
31,869 |
$1,571,000 |
-2,048 |
|
COREPATH WEALTH PARTNERS LLC |
13 |
- |
2024-03-31 |
31,028 |
$1,531,000 |
-44,438 |
|
Greenspring Advisors LLC |
20 |
- |
2024-03-31 |
29,428 |
$1,470,000 |
-51 |
|
Exchange Bank |
26 |
- |
2024-03-31 |
27,644 |
$1,381,000 |
-2,770 |
|
BB&T CORP |
1471 |
- |
2024-03-31 |
25,859 |
$1,292,000 |
-4,204 |
|
TOWNSQUARE CAPITAL LLC |
587 |
- |
2024-03-31 |
25,731 |
$1,285,000 |
-2,136 |
|
Total Wealth Planning LLC |
48 |
- |
2024-03-31 |
25,145 |
$1,256,000 |
-475 |
|
Apella Capital LLC |
129 |
- |
2024-03-31 |
24,761 |
$1,233,000 |
-5,984 |
|
Better Money Decisions LLC |
21 |
- |
2024-03-31 |
23,880 |
$1,193,000 |
-670 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
95 |
- |
2024-03-31 |
23,794 |
$1,189,000 |
-5,302 |
|
MERCER GLOBAL ADVISORS INC /ADV |
900 |
- |
2024-03-31 |
23,668 |
$1,182,000 |
-9,680 |
|
AE Wealth Management LLC |
618 |
- |
2024-03-31 |
23,225 |
$1,160,000 |
-49,260 |
|
Advisory Alpha LLC |
142 |
- |
2024-03-31 |
23,027 |
$1,150,000 |
-3,482 |
|
MML INVESTORS SERVICES LLC |
1364 |
- |
2024-03-31 |
22,025 |
$1,100,000 |
-24,962 |
|
IFP Advisors Inc |
378 |
- |
2023-12-31 |
19,666 |
$979,000 |
-142 |
|
GOLDMAN SACHS GROUP INC/ |
3633 |
- |
2024-03-31 |
18,037 |
$901,000 |
-347,183 |
|
Burns Matteson Capital Management LLC |
40 |
- |
2024-03-31 |
16,008 |
$800,000 |
-4,080 |
|
Garrett Investment Advisors LLC |
157 |
- |
2024-03-31 |
15,362 |
$767,000 |
-24,966 |
|
Family Investment Center Inc. |
39 |
- |
2024-03-31 |
14,146 |
$707,000 |
-16,034 |
|
Bigelow Investment Advisors LLC |
83 |
- |
2024-03-31 |
14,063 |
$702,000 |
-352 |
|
GIRARD PARTNERS LTD. |
163 |
- |
2024-03-31 |
13,940 |
$696,000 |
-12,424 |
|
Strategic Advocates LLC |
60 |
- |
2024-03-31 |
13,803 |
$689,000 |
-114,516 |
|
Stratos Wealth Partners LTD. |
768 |
- |
2024-03-31 |
13,329 |
$666,000 |
-251 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
41 |
- |
2024-03-31 |
13,055 |
$652,000 |
-12,226 |
|
ECLECTIC ASSOCIATES INC /ADV |
49 |
- |
2024-03-31 |
12,756 |
$637,000 |
-9,665 |
|
Farther Finance Advisors LLC |
334 |
- |
2024-03-31 |
12,793 |
$637,000 |
-1,718 |
|
EQ LLC |
39 |
- |
2024-03-31 |
12,465 |
$623,000 |
-32,188 |
|
Bear Mountain Capital Inc. |
33 |
- |
2024-03-31 |
11,501 |
$570,000 |
-401 |
|
DOHJ LLC |
107 |
- |
2024-03-31 |
11,419 |
$570,000 |
-1,358 |
|
Kestra Advisory Services LLC |
1571 |
- |
2024-03-31 |
11,358 |
$567,000 |
-619 |
|
PRIVATE TRUST CO NA |
341 |
- |
2024-03-31 |
11,006 |
$550,000 |
-345 |
|
Wealthfront Advisers LLC |
726 |
- |
2024-03-31 |
10,762 |
$538,000 |
-242 |
|
INNEALTA CAPITAL LLC |
59 |
- |
2024-03-31 |
10,514 |
$525,000 |
-160 |
|
Glass Jacobson Investment Advisors llc |
127 |
- |
2024-03-31 |
10,253 |
$512,000 |
-143 |
|
Kingsview Wealth Management LLC |
657 |
- |
2024-03-31 |
10,164 |
$508,000 |
-437 |
|
Envestnet Portfolio Solutions Inc. |
1134 |
- |
2024-03-31 |
9,723 |
$486,000 |
-1,940 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
117 |
- |
2024-03-31 |
8,943 |
$447,000 |
-1,531 |
|
CREATIVE PLANNING |
1956 |
- |
2024-03-31 |
8,526 |
$426,000 |
-857 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
141 |
- |
2024-03-31 |
8,080 |
$404,000 |
-871 |
|
Falcon Wealth Planning |
90 |
- |
2024-03-31 |
7,976 |
$398,000 |
-2,284 |
|
J.W. COLE ADVISORS INC. |
603 |
- |
2024-03-31 |
7,762 |
$388,000 |
-4,197 |
|
Renasant Bank |
108 |
- |
2024-03-31 |
7,745 |
$387,000 |
-763 |
|
Financial Advocates Investment Management |
518 |
- |
2024-03-31 |
7,628 |
$381,000 |
-773 |
|
Charter Oak Capital Management LLC |
128 |
- |
2024-03-31 |
7,529 |
$376,000 |
-2,591 |
|
Kohmann Bosshard Financial Services LLC |
139 |
- |
2024-03-31 |
7,036 |
$351,000 |
-4,326 |
|
Private Advisor Group LLC |
1764 |
- |
2024-03-31 |
6,633 |
$331,000 |
-298 |
|
Merit Financial Group LLC |
683 |
- |
2024-03-31 |
6,453 |
$321,000 |
-1,392 |
|
GARRISON POINT ADVISORS LLC |
125 |
- |
2024-03-31 |
5,650 |
$282,000 |
-180 |
|
Emerald Advisors LLC |
86 |
- |
2024-03-31 |
4,927 |
$246,000 |
-1,112 |
|
Cedar Brook Financial Partners LLC |
373 |
- |
2024-03-31 |
4,715 |
$236,000 |
-812 |
|
US BANCORP |
1919 |
- |
2024-03-31 |
4,631 |
$231,000 |
-1,542 |
|
UMB BANK N A/MO |
534 |
- |
2024-03-31 |
4,617 |
$231,000 |
-39 |
|
Qube Research & Technologies Ltd |
2533 |
- |
2024-03-31 |
4,379 |
$219,000 |
-1,079 |
|
Brown Financial Advisory |
32 |
- |
2024-03-31 |
4,031 |
$201,000 |
-6,555 |
|
BANK OF MONTREAL /CAN/ |
2737 |
- |
2024-03-31 |
3,138 |
$157,000 |
-8,413 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1037 |
- |
2024-03-31 |
2,366 |
$118,000 |
-891 |
|
Cornerstone Planning Group LLC |
109 |
- |
2024-03-31 |
2,209 |
$110,000 |
-5,304 |
|
COMERICA BANK |
2638 |
- |
2024-03-31 |
1,406 |
$70,000 |
-1,300 |
|
Geneos Wealth Management Inc. |
981 |
- |
2024-03-31 |
1,288 |
$64,000 |
-207 |
|
SRS Capital Advisors Inc. |
454 |
- |
2024-03-31 |
1,237 |
$62,000 |
-7 |
|
Aspire Private Capital LLC |
244 |
- |
2024-03-31 |
914 |
$46,000 |
-1 |
|
HARBOR INVESTMENT ADVISORY LLC |
614 |
- |
2024-03-31 |
842 |
$42,000 |
-1,662 |
|
|
100 Records found
|
1
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