|
Institutional
Holders
Total
Institutions:
|
176 6 |
|
Total
shares held :
|
36,597,896 |
|
% of shares
held :
|
95.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
3,532,098 |
|
% of shares
held change :
|
9.18% |
|
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 |
BANK OF AMERICA CORP /DE/ |
238 |
- |
2023-12-31 |
16,236,275 |
$763,592,000 |
-112,535 |
|
LPL FINANCIAL CORP |
404 |
- |
2023-12-31 |
1,453,245 |
$68,346,000 |
-13,209 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
202 |
- |
2024-03-31 |
840,578 |
$39,095,000 |
-112,525 |
|
UBS Group AG |
932 |
- |
2023-12-31 |
606,558 |
$28,526,000 |
-26,972 |
|
MATHER GROUP, INC. |
38 |
- |
2024-03-31 |
355,629 |
$16,725,000 |
-1,149 |
|
J P MORGAN CHASE & CO |
1732 |
- |
2023-12-31 |
331,756 |
$15,602,000 |
-95,037 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
2 |
- |
2022-12-31 |
299,453 |
$13,658,000 |
-90,291 |
|
DAVIDSON INVESTMENT ADVISORS |
69 |
- |
2023-12-31 |
247,102 |
$11,621,000 |
-18,986 |
|
Advisor Group Holdings Inc. |
874 |
- |
2023-12-31 |
184,939 |
$8,696,000 |
-69,352 |
|
Resources Investment Advisors Inc. |
133 |
- |
2023-12-31 |
184,769 |
$8,690,000 |
-39,758 |
|
CONDOR CAPITAL MANAGEMENT |
29 |
- |
2023-12-31 |
171,141 |
$8,049,000 |
-24,546 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
158 |
- |
2023-12-31 |
167,297 |
$7,868,000 |
-8,632 |
|
AMERIPRISE FINANCIAL INC |
1939 |
- |
2023-12-31 |
164,868 |
$7,762,000 |
-40,205 |
|
Kovitz Investment Group Partners LLC |
104 |
- |
2023-12-31 |
144,969 |
$6,818,000 |
-23,076 |
|
AJ WEALTH STRATEGIES LLC |
49 |
- |
2023-06-30 |
136,353 |
$6,282,000 |
-875 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
129,178 |
$6,075,000 |
-26,127 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
78,762 |
$3,663,000 |
-168,965 |
|
RAYMOND JAMES & ASSOCIATES |
1825 |
- |
2024-03-31 |
72,658 |
$3,379,000 |
-984 |
|
HIGHTOWER ADVISORS, LLC |
1187 |
- |
2023-12-31 |
65,530 |
$3,079,000 |
-44,039 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1479 |
- |
2024-03-31 |
57,328 |
$2,666,000 |
-25,253 |
|
PRUDENTIAL FINANCIAL INC |
1361 |
- |
2023-12-31 |
48,154 |
$2,265,000 |
-470 |
|
Idaho Trust Bank |
28 |
- |
2023-12-31 |
43,946 |
$2,066,000 |
-11,606 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1745 |
- |
2024-03-31 |
44,409 |
$2,065,000 |
-7,689 |
|
Aquire Wealth Advisors LLC |
19 |
- |
2023-12-31 |
42,265 |
$1,988,000 |
-556 |
|
OPPENHEIMER & CO INC |
508 |
- |
2023-12-31 |
40,355 |
$1,898,000 |
-1,699 |
|
Beaumont Financial Advisors LLC |
86 |
- |
2023-12-31 |
37,942 |
$1,784,000 |
-428 |
|
Baird Financial Group Inc. |
971 |
- |
2023-12-31 |
37,693 |
$1,773,000 |
-1,353 |
|
MASSMUTUAL TRUST CO FSB/ADV |
219 |
- |
2024-03-31 |
28,262 |
$1,314,000 |
-2,508 |
|
CWM LLC |
769 |
- |
2024-03-31 |
26,698 |
$1,242,000 |
-2,385 |
|
GenTrust LLC |
77 |
- |
2024-03-31 |
23,574 |
$1,096,000 |
-747 |
|
SigFig Wealth Management LLC |
93 |
- |
2023-12-31 |
22,638 |
$1,065,000 |
-16,529 |
|
Paul Damon & Associates Inc. |
28 |
- |
2024-03-31 |
22,074 |
$1,027,000 |
-4,421 |
|
Running Point Capital Advisors LLC |
42 |
- |
2023-12-31 |
20,612 |
$969,000 |
-7,874 |
|
ARGI INVESTMENT SERVICES, LLC |
252 |
- |
2022-12-31 |
20,510 |
$935,000 |
-617 |
|
JANNEY MONTGOMERY SCOTT LLC |
1611 |
- |
2024-03-31 |
18,012 |
$838,000 |
-26 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
16,529 |
$769,000 |
-2,018 |
|
NORTHERN OAK CAPITAL MANAGEMENT INC |
144 |
- |
2024-03-31 |
14,421 |
$671,000 |
-8,770 |
|
JAMES INVESTMENT RESEARCH INC |
187 |
- |
2024-03-31 |
13,662 |
$635,000 |
-12,766 |
|
Aveo Capital Partners LLC |
180 |
- |
2023-12-31 |
13,066 |
$614,000 |
-35,224 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
12,972 |
$610,000 |
-2,165 |
|
BANK OF MONTREAL /CAN/ |
1968 |
- |
2023-12-31 |
11,539 |
$543,000 |
-3,187 |
|
Merit Financial Group LLC |
521 |
- |
2023-12-31 |
9,611 |
$452,000 |
-585 |
|
DORSEY & WHITNEY TRUST CO LLC |
368 |
- |
2023-12-31 |
9,294 |
$437,000 |
-3,501 |
|
NATIONAL ASSET MANAGEMENT, INC. |
899 |
- |
2023-12-31 |
9,053 |
$426,000 |
-6,773 |
|
ONE Advisory Partners LLC |
33 |
- |
2024-03-31 |
8,711 |
$405,000 |
-1 |
|
AXXCESS WEALTH MANAGEMENT LLC |
609 |
- |
2023-12-31 |
7,237 |
$340,000 |
-940 |
|
FOSTER & MOTLEY INC |
313 |
- |
2024-03-31 |
7,141 |
$332,000 |
-353 |
|
Innova Wealth Partners |
46 |
- |
2023-12-31 |
6,535 |
$307,000 |
-2,185 |
|
KWMG LLC |
121 |
- |
2024-03-31 |
6,055 |
$282,000 |
-269 |
|
Global Retirement Partners LLC |
762 |
- |
2024-03-31 |
4,654 |
$216,000 |
-490 |
|
MULTIFINANCIAL SECURITIES CORP |
1618 |
- |
2023-12-31 |
4,370 |
$206,000 |
-320 |
|
Steward Partners Investment Advisory LLC |
1809 |
- |
2023-12-31 |
1,567 |
$74,000 |
-3,026 |
|
Front Row Advisors LLC |
179 |
- |
2023-12-31 |
1,200 |
$56,000 |
-119 |
|
Capital Analysts Inc. |
755 |
- |
2023-12-31 |
552 |
$26,000 |
-367 |
|
BLAIR WILLIAM & CO/IL |
1654 |
- |
2023-12-31 |
400 |
$19,000 |
-1,957 |
|
TSFG LLC |
419 |
- |
2024-03-31 |
315 |
$15,000 |
-30 |
|
Tortoise Investment Management LLC |
654 |
- |
2023-12-31 |
68 |
$3,000 |
-247 |
|
Impact Partnership Wealth LLC |
623 |
- |
2023-12-31 |
62 |
$3,000 |
-80 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
57 |
$3,000 |
-3,208 |
|
|
59 Records found
|
1
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