|
Institutional
Holders
Total
Institutions:
|
350 3 |
|
Total
shares held :
|
40,678,992 |
|
% of shares
held :
|
45.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
Amount
of shares held :
|
889,558 |
|
% of shares
held change :
|
0.99% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
168 |
- |
2023-12-31 |
6,993,830 |
$281,642,000 |
163,064 |
|
BANK OF AMERICA CORP /DE/ |
493 |
- |
2023-12-31 |
6,240,500 |
$251,305,000 |
417,174 |
|
LPL FINANCIAL CORP |
386 |
- |
2024-03-31 |
1,886,152 |
$81,784,000 |
75,709 |
|
MORGAN STANLEY |
1435 |
- |
2023-12-31 |
1,680,761 |
$67,684,000 |
175,625 |
|
J P MORGAN CHASE & CO |
1114 |
- |
2024-03-31 |
1,306,452 |
$56,648,000 |
47,359 |
|
Envestnet Portfolio Solutions Inc. |
78 |
- |
2024-03-31 |
964,404 |
$41,817,000 |
-12,633 |
|
CWM LLC |
103 |
- |
2024-03-31 |
925,049 |
$40,110,000 |
37,647 |
|
BLACKROCK INC. |
2555 |
- |
2024-03-31 |
873,663 |
$37,882,000 |
-147,804 |
|
WHARTON BUSINESS GROUP, LLC |
16 |
- |
2023-12-31 |
828,470 |
$33,362,000 |
-240,480 |
|
MARINER WEALTH ADVISORS, LLC |
223 |
- |
2023-12-31 |
792,999 |
$31,934,000 |
119,848 |
|
PARK AVENUE SECURITIES LLC |
38 |
- |
2024-03-31 |
697,796 |
$30,256,000 |
-74,721 |
|
HSBC HOLDINGS PLC |
532 |
- |
2023-12-31 |
680,734 |
$27,413,000 |
179,229 |
|
MML INVESTORS SERVICES LLC |
185 |
- |
2023-12-31 |
655,200 |
$26,385,000 |
-28,028 |
|
AMERIPRISE FINANCIAL INC |
1128 |
- |
2023-12-31 |
617,584 |
$24,854,000 |
126,936 |
|
PNC FINANCIAL SERVICES GROUP INC |
369 |
- |
2024-03-31 |
547,787 |
$23,752,000 |
106,537 |
|
WELLS FARGO & CO/MN |
1082 |
- |
2024-03-31 |
488,966 |
$21,202,000 |
16,782 |
|
JANNEY MONTGOMERY SCOTT LLC |
332 |
- |
2024-03-31 |
450,263 |
$19,523,000 |
-14,723 |
|
Advisor Group Holdings Inc. |
524 |
- |
2024-03-31 |
336,068 |
$14,580,000 |
-688,924 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
653 |
- |
2024-03-31 |
315,916 |
$13,698,000 |
-6,328 |
|
Integrated Wealth Concepts LLC |
120 |
- |
2023-12-31 |
300,206 |
$12,089,000 |
-5,924 |
|
BANK OF NEW YORK MELLON CORP |
1887 |
- |
2024-03-31 |
267,881 |
$11,615,000 |
11,401 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
60 |
- |
2023-12-31 |
279,260 |
$11,246,000 |
-10,391 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
381 |
- |
2023-12-31 |
274,038 |
$11,036,000 |
165,557 |
|
SUMITOMO LIFE INSURANCE CO |
30 |
- |
2024-03-31 |
273,000 |
$10,551,000 |
44,000 |
|
JB Capital LLC |
28 |
- |
2024-03-31 |
240,553 |
$10,430,000 |
-23,995 |
|
FINANCIAL NETWORK |
340 |
- |
2023-12-31 |
255,427 |
$10,286,000 |
1,688 |
|
STIFEL FINANCIAL CORP |
763 |
- |
2023-12-31 |
251,820 |
$10,141,000 |
31,824 |
|
AE Wealth Management LLC |
394 |
- |
2023-12-31 |
252,048 |
$9,790,000 |
32,901 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
191 |
- |
2023-12-31 |
242,506 |
$9,766,000 |
232,877 |
|
Laurel Wealth Planning LLC |
4 |
- |
2024-03-31 |
216,198 |
$9,374,000 |
6,413 |
|
PATTON ALBERTSON & MILLER, LLC |
17 |
- |
2024-03-31 |
213,066 |
$9,239,000 |
-42,492 |
|
CREATIVE PLANNING |
399 |
- |
2023-12-31 |
228,948 |
$9,220,000 |
34,066 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
868 |
- |
2024-03-31 |
199,455 |
$8,648,000 |
55,742 |
|
Resources Investment Advisors Inc. |
148 |
- |
2024-03-31 |
190,831 |
$8,274,000 |
21,804 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
23 |
- |
2024-03-31 |
188,960 |
$8,193,000 |
-34,277 |
|
Cetera Investment Advisers |
288 |
- |
2023-12-31 |
196,566 |
$7,916,000 |
375 |
|
WEALTH MANAGEMENT RESOURCES INC. |
13 |
- |
2024-03-31 |
181,604 |
$7,874,000 |
-5,724 |
|
Brio Consultants LLC |
19 |
- |
2024-03-31 |
170,413 |
$7,389,000 |
1,275 |
|
ROYAL BANK OF CANADA |
1646 |
- |
2023-12-31 |
183,325 |
$7,382,000 |
36,000 |
|
Goss Wealth Management LLC |
266 |
- |
2023-12-31 |
181,040 |
$7,211,000 |
21,449 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
587 |
- |
2024-03-31 |
160,395 |
$6,955,000 |
-28,679 |
|
WEALTHSOURCE PARTNERS LLC |
44 |
- |
2023-12-31 |
149,697 |
$6,028,000 |
-11,748 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
741 |
- |
2023-12-31 |
149,318 |
$6,013,000 |
5,607 |
|
UBS Group AG |
1880 |
- |
2023-12-31 |
144,583 |
$5,822,000 |
2,571 |
|
HIGHTOWER ADVISORS, LLC |
890 |
- |
2024-03-31 |
135,210 |
$5,787,000 |
2,936 |
|
Arden Trust Co |
34 |
- |
2024-03-31 |
129,504 |
$5,615,000 |
-548 |
|
Column Capital Advisors LLC |
23 |
- |
2023-09-30 |
146,774 |
$5,370,000 |
20,799 |
|
Foundations Investment Advisors LLC |
121 |
- |
2023-12-31 |
125,595 |
$4,951,000 |
22,102 |
|
Atria Wealth Solutions Inc. |
320 |
- |
2023-12-31 |
119,525 |
$4,813,000 |
10,866 |
|
ATRIA INVESTMENTS LLC |
330 |
- |
2023-12-31 |
109,523 |
$4,411,000 |
4,506 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
48 |
- |
2024-03-31 |
98,529 |
$4,272,000 |
4,015 |
|
MERCER GLOBAL ADVISORS INC /ADV |
513 |
- |
2023-12-31 |
105,845 |
$4,262,000 |
-9,330 |
|
AlphaQ Advisors LLC |
5 |
*New |
2024-03-31 |
96,594 |
$4,188,000 |
96,594 |
|
Kestra Advisory Services LLC |
520 |
- |
2023-12-31 |
103,181 |
$4,155,000 |
4,643 |
|
PRINCIPAL FINANCIAL GROUP INC |
1637 |
*New |
2024-03-31 |
91,775 |
$3,979,000 |
91,775 |
|
AdvisorNet Financial Inc |
57 |
- |
2024-03-31 |
91,640 |
$3,974,000 |
71,647 |
|
Stokes Family Office LLC |
54 |
- |
2024-03-31 |
89,579 |
$3,884,000 |
-815 |
|
Pettinga Financial Advisors LLC |
28 |
- |
2024-03-31 |
88,115 |
$3,821,000 |
-661 |
|
Austin Private Wealth LLC |
36 |
- |
2024-03-31 |
86,556 |
$3,738,000 |
-6,329 |
|
PRUDENTIAL FINANCIAL INC |
1130 |
- |
2023-12-31 |
84,450 |
$3,401,000 |
-15,549 |
|
Eaton Financial Holdings Company LLC |
18 |
*New |
2024-03-31 |
76,462 |
$3,315,000 |
76,462 |
|
PRINCIPAL SECURITIES INC. |
190 |
- |
2024-03-31 |
75,463 |
$3,272,000 |
4,334 |
|
US BANCORP |
694 |
- |
2024-03-31 |
74,289 |
$3,221,000 |
7 |
|
RAYMOND JAMES & ASSOCIATES |
1884 |
- |
2024-03-31 |
71,257 |
$3,090,000 |
-54,729 |
|
Horst & Graben Wealth Management LLC |
29 |
- |
2024-03-31 |
70,882 |
$3,073,000 |
-2,536 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
619 |
- |
2023-09-30 |
82,640 |
$3,024,000 |
-11,865 |
|
Shira Ridge Wealth Management |
15 |
- |
2024-03-31 |
69,587 |
$3,017,000 |
-9,390 |
|
Northwest Capital Management Inc |
22 |
- |
2024-03-31 |
68,232 |
$2,959,000 |
1,784 |
|
ADAPT WEALTH ADVISORS LLC |
18 |
- |
2024-03-31 |
66,500 |
$2,883,000 |
0 |
|
West Wealth Group LLC |
18 |
- |
2024-03-31 |
66,089 |
$2,866,000 |
4,470 |
|
LIBERTY WEALTH MANAGEMENT LLC |
42 |
- |
2024-03-31 |
66,040 |
$2,860,000 |
1,183 |
|
Sharkey Howes & Javer |
41 |
- |
2024-03-31 |
64,422 |
$2,793,000 |
4,744 |
|
Merit Financial Group LLC |
224 |
- |
2024-03-31 |
64,263 |
$2,759,000 |
6,307 |
|
Sowell Financial Services LLC |
171 |
- |
2024-03-31 |
63,450 |
$2,751,000 |
4,417 |
|
Invst LLC |
47 |
- |
2023-12-31 |
70,956 |
$2,742,000 |
17,748 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
55 |
- |
2024-03-31 |
63,121 |
$2,737,000 |
-32,473 |
|
Silver Coast Investments LLC |
15 |
- |
2023-12-31 |
67,815 |
$2,731,000 |
0 |
|
Icon Wealth Advisors LLC |
72 |
- |
2023-12-31 |
67,211 |
$2,707,000 |
12,928 |
|
TWO SIGMA INVESTMENTS LLC |
1219 |
- |
2023-12-31 |
65,500 |
$2,638,000 |
29,600 |
|
BB&T CORP |
1127 |
- |
2023-12-31 |
63,791 |
$2,569,000 |
4,586 |
|
Ronald Blue Trust Inc. |
93 |
- |
2024-03-31 |
58,908 |
$2,554,000 |
-5,367 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
316 |
- |
2024-03-31 |
58,836 |
$2,551,000 |
-12,901 |
|
H D Vest Advisory Services |
477 |
- |
2024-03-31 |
58,785 |
$2,549,000 |
-1,839 |
|
MULTIFINANCIAL SECURITIES CORP |
433 |
- |
2023-12-31 |
61,889 |
$2,492,000 |
561 |
|
CFS Investment Advisory Services LLC |
40 |
- |
2023-12-31 |
61,450 |
$2,475,000 |
-516 |
|
High Falls Advisors Inc |
23 |
- |
2023-12-31 |
61,118 |
$2,461,000 |
3,382 |
|
NORTHERN TRUST CORP |
2878 |
- |
2023-12-31 |
61,088 |
$2,460,000 |
8,455 |
|
Spectrum Wealth Counsel LLC |
68 |
- |
2024-03-31 |
56,102 |
$2,433,000 |
194 |
|
JOURNEY STRATEGIC WEALTH LLC |
33 |
- |
2023-12-31 |
60,162 |
$2,423,000 |
2,577 |
|
U.S. Capital Wealth Advisors LLC |
203 |
- |
2024-03-31 |
55,809 |
$2,420,000 |
4,908 |
|
RETIREMENT GUYS FORMULA LLC |
17 |
- |
2024-03-31 |
55,714 |
$2,416,000 |
3,032 |
|
Summit X LLC |
34 |
- |
2024-03-31 |
55,591 |
$2,411,000 |
2,465 |
|
Buttonwood Financial Group LLC |
16 |
- |
2024-03-31 |
54,816 |
$2,377,000 |
1,456 |
|
Atomi Financial Group Inc. |
99 |
- |
2024-03-31 |
54,180 |
$2,349,000 |
40,772 |
|
Orion Portfolio Solutions LLC |
587 |
- |
2024-03-31 |
53,922 |
$2,338,000 |
-1,261 |
|
Stonebrook Private Inc. |
39 |
- |
2024-03-31 |
53,430 |
$2,317,000 |
7,801 |
|
Icon Wealth Partners LLC |
78 |
- |
2023-09-30 |
62,264 |
$2,278,000 |
1,681 |
|
Stratos Wealth Advisors LLC |
179 |
- |
2024-03-31 |
52,498 |
$2,276,000 |
821 |
|
Scarborough Advisors LLC |
23 |
- |
2024-03-31 |
51,261 |
$2,223,000 |
649 |
|
BG Investment Services Inc. |
9 |
- |
2022-12-31 |
61,303 |
$2,223,000 |
2,747 |
|
|
100 Records found
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1
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