|
Institutional
Holders
Total
Institutions:
|
289 39 |
|
Total
shares held :
|
83,351,415 |
|
% of shares
held :
|
92.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
118 |
|
Amount
of shares held :
|
17,482,809 |
|
% of shares
held change :
|
19.43% |
|
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 |
Advance Capital Management Inc. |
2 |
- |
2024-03-31 |
3,940,945 |
$199,964,000 |
-193,223 |
|
RICHARD BERNSTEIN ADVISORS LLC |
11 |
- |
2023-12-31 |
2,884,170 |
$145,074,000 |
-272,019 |
|
ENVESTNET ASSET MANAGEMENT INC |
485 |
- |
2023-12-31 |
1,412,225 |
$71,035,000 |
-234,624 |
|
GRADIENT INVESTMENTS LLC |
21 |
- |
2024-03-31 |
881,873 |
$44,746,000 |
-20,897 |
|
JANUS HENDERSON GROUP PLC |
424 |
- |
2023-12-31 |
775,733 |
$39,019,000 |
-140,187 |
|
Bogart Wealth LLC |
15 |
- |
2024-03-31 |
618,559 |
$31,386,000 |
-100,633 |
|
Astor Investment Management LLC |
2 |
- |
2024-03-31 |
472,781 |
$23,989,000 |
-21,292 |
|
Pine Valley Investments Ltd Liability Co |
6 |
- |
2023-12-31 |
406,020 |
$20,423,000 |
-877 |
|
DELPHI FINANCIAL GROUP INC/DE |
3 |
- |
2024-03-31 |
397,990 |
$20,194,000 |
-98,700 |
|
Financial Enhancement Group LLC |
7 |
- |
2024-03-31 |
328,014 |
$16,611,000 |
-153,271 |
|
One Capital Management LLC |
38 |
- |
2023-12-31 |
320,257 |
$16,109,000 |
-157,567 |
|
ATRIA INVESTMENTS LLC |
89 |
- |
2023-12-31 |
316,778 |
$15,934,000 |
-35,237 |
|
YARGER WEALTH STRATEGIES LLC |
|
- |
2024-03-31 |
264,917 |
$13,442,000 |
-19 |
|
BB&T CORP |
517 |
- |
2023-12-31 |
263,064 |
$13,232,000 |
-3,203 |
|
KCS Wealth Advisory |
2 |
- |
2023-09-30 |
250,266 |
$12,596,000 |
-53,949 |
|
Retirement Network |
7 |
- |
2023-12-31 |
239,861 |
$12,065,000 |
-213,979 |
|
Santori & Peters Inc. |
3 |
- |
2024-03-31 |
222,409 |
$11,285,000 |
-708 |
|
RiverTree Advisors LLC |
4 |
- |
2024-03-31 |
206,724 |
$10,489,000 |
-513 |
|
MJP ASSOCIATES INC /ADV |
10 |
- |
2024-03-31 |
198,934 |
$10,094,000 |
-6,021 |
|
UNIQUE WEALTH LLC |
9 |
- |
2024-03-31 |
181,203 |
$9,194,000 |
-27,859 |
|
Gibraltar Capital Management Inc. |
9 |
- |
2023-12-31 |
157,634 |
$7,929,000 |
-47,885 |
|
Merit Financial Group LLC |
61 |
- |
2023-12-31 |
156,390 |
$7,866,000 |
-19,505 |
|
Grant/GrossMendelsohn LLC |
3 |
- |
2024-03-31 |
140,079 |
$7,085,000 |
-32,325 |
|
Orion Portfolio Solutions LLC |
243 |
- |
2023-12-31 |
133,229 |
$6,712,000 |
-20,790 |
|
RWM Asset Management LLC |
38 |
- |
2024-03-31 |
110,272 |
$5,595,000 |
-889 |
|
EPIQ PARTNERS LLC |
6 |
- |
2024-03-31 |
106,670 |
$5,412,000 |
-17,800 |
|
MONEY CONCEPTS CAPITAL CORP |
54 |
- |
2024-03-31 |
102,122 |
$5,182,000 |
-45,340 |
|
Legacy Capital Group California Inc. |
5 |
- |
2023-12-31 |
95,770 |
$4,817,000 |
-10,078 |
|
USAdvisors Wealth Management LLC |
20 |
- |
2024-03-31 |
85,350 |
$4,328,000 |
-2,358 |
|
Wealthcare Advisory Partners LLC |
140 |
- |
2024-03-31 |
72,843 |
$3,696,000 |
-3,364 |
|
NovaPoint Capital LLC |
27 |
- |
2024-03-31 |
70,621 |
$3,583,000 |
-2,479 |
|
Ameritas Advisory Services LLC |
107 |
- |
2023-12-31 |
70,655 |
$3,566,000 |
-5,765 |
|
Kingsview Wealth Management LLC |
188 |
- |
2023-12-31 |
68,626 |
$3,452,000 |
-7,500 |
|
Congress Wealth Management LLC / DE / |
266 |
- |
2024-03-31 |
63,097 |
$3,202,000 |
-687,328 |
|
Advisory Resource Group |
40 |
- |
2023-12-31 |
52,593 |
$2,645,000 |
-81,720 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
|
- |
2024-03-31 |
47,810 |
$2,426,000 |
-1,836 |
|
NewEdge Wealth LLC |
277 |
- |
2023-12-31 |
45,092 |
$2,268,000 |
-9,857 |
|
PROSPERA FINANCIAL SERVICES |
298 |
- |
2023-12-31 |
40,789 |
$2,052,000 |
-1,748 |
|
Elevated Capital Advisors LLC |
66 |
- |
2024-03-31 |
32,838 |
$1,666,000 |
-8,832 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
32,368 |
$1,642,000 |
-297 |
|
Seed Wealth Management Inc. |
27 |
- |
2024-03-31 |
21,104 |
$1,066,000 |
-3,450 |
|
CAPTRUST FINANCIAL ADVISORS |
1238 |
- |
2023-12-31 |
20,641 |
$1,038,000 |
-1,000 |
|
Stratos Wealth Partners LTD. |
622 |
- |
2024-03-31 |
20,353 |
$1,033,000 |
-168,928 |
|
ADVISORY SERVICES NETWORK, LLC |
757 |
- |
2023-12-31 |
14,152 |
$712,000 |
-424 |
|
PATRON PARTNERS ADVISORS LLC |
|
- |
2024-03-31 |
11,736 |
$595,000 |
-946 |
|
Outlook Wealth Advisors LLC |
119 |
- |
2024-03-31 |
11,603 |
$589,000 |
-16,842 |
|
TrinityPoint Wealth LLC |
178 |
- |
2023-12-31 |
11,323 |
$570,000 |
-133 |
|
REUTER JAMES WEALTH MANAGEMENT LLC |
62 |
- |
2023-12-31 |
10,457 |
$526,000 |
-2,044 |
|
Gladstone Institutional Advisory LLC |
412 |
- |
2023-12-31 |
10,180 |
$512,000 |
-2,251 |
|
CWM LLC |
1133 |
- |
2024-03-31 |
9,835 |
$499,000 |
-1,088 |
|
Raleigh Capital Management Inc. |
112 |
- |
2023-12-31 |
9,565 |
$481,000 |
-708 |
|
Lane & Associates LLC |
64 |
- |
2024-03-31 |
9,387 |
$476,000 |
-698 |
|
MULTIFINANCIAL SECURITIES CORP |
1225 |
- |
2023-12-31 |
8,293 |
$417,000 |
-7,440 |
|
VERITION FUND MANAGEGMENT LLC |
1172 |
- |
2023-12-31 |
7,000 |
$352,000 |
-9,000 |
|
WHITTIER TRUST CO |
|
- |
2024-03-31 |
6,447 |
$327,000 |
-396 |
|
HB Wealth Management LLC |
|
- |
2024-03-31 |
6,020 |
$305,000 |
-34 |
|
Venturi Wealth Management LLC |
317 |
- |
2024-03-31 |
5,668 |
$288,000 |
-36 |
|
Mayfair Advisory Group LLC |
112 |
- |
2024-03-31 |
5,004 |
$254,000 |
-5,633 |
|
Aaron Wealth Advisors |
266 |
- |
2024-03-31 |
4,559 |
$231,000 |
-631 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
4,330 |
$220,000 |
-109,181 |
|
Vantage Financial Partners Ltd. Inc. |
101 |
- |
2023-12-31 |
4,256 |
$214,000 |
-3 |
|
Pensionmark Financial Group LLC |
359 |
- |
2023-12-31 |
4,233 |
$213,000 |
-633 |
|
HARBOUR INVESTMENTS INC. |
852 |
- |
2023-12-31 |
3,975 |
$200,000 |
-173 |
|
IFP Advisors Inc |
1071 |
- |
2023-12-31 |
2,955 |
$149,000 |
-5,648 |
|
Mascoma Wealth Management LLC |
118 |
- |
2024-03-31 |
2,579 |
$131,000 |
-379 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
192 |
- |
2024-03-31 |
1,599 |
$81,000 |
-986 |
|
Bramshill Investments LLC |
154 |
- |
2023-12-31 |
1,037 |
$52,000 |
-1,035 |
|
HORIZON INVESTMENTS, LLC/SC |
609 |
- |
2023-12-31 |
1,011 |
$51,000 |
-392 |
|
Spire Wealth Management |
1587 |
- |
2024-03-31 |
322 |
$16,000 |
-891 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2464 |
- |
2023-12-31 |
272 |
$14,000 |
-218 |
|
SYSTM Wealth Solutions LLC |
809 |
- |
2024-03-31 |
130 |
$7,000 |
-1,294 |
|
Covestor Ltd |
2134 |
- |
2023-12-31 |
0 |
$0 |
-135 |
|
|
72 Records found
|
1
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