|
Institutional
Holders
Total
Institutions:
|
65 3 |
|
Total
shares held :
|
16,235,734 |
|
% of shares
held :
|
87.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
1,050,445 |
|
% of shares
held change :
|
5.64% |
|
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 |
MANUFACTURERES LIFE INSURANCE CO |
80 |
- |
2023-12-31 |
9,736,760 |
$317,467,000 |
38,602 |
|
EVENSKY & KATZ INC |
15 |
- |
2024-03-31 |
1,000,298 |
$34,540,000 |
-12,996 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
329 |
- |
2023-12-31 |
930,788 |
$30,348,000 |
545,146 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
525 |
- |
2024-03-31 |
543,306 |
$18,760,000 |
-12,089 |
|
BANK OF AMERICA CORP /DE/ |
1995 |
- |
2023-12-31 |
476,855 |
$15,548,000 |
210,115 |
|
LPL FINANCIAL CORP |
1032 |
- |
2023-12-31 |
442,046 |
$14,413,000 |
77,350 |
|
Merit Financial Group LLC |
36 |
- |
2023-12-31 |
418,124 |
$13,633,000 |
6,356 |
|
MORGAN STANLEY |
3073 |
- |
2023-12-31 |
407,062 |
$13,272,000 |
42,975 |
|
WELLS FARGO & CO/MN |
1482 |
- |
2023-12-31 |
314,766 |
$10,263,000 |
119,259 |
|
Magnus Financial Group LLC |
18 |
- |
2023-12-31 |
290,082 |
$9,458,000 |
-8,461 |
|
Orion Portfolio Solutions LLC |
249 |
- |
2023-12-31 |
201,098 |
$6,532,000 |
-7,144 |
|
CLS INVESTMENT FIRM LLC |
200 |
- |
2022-12-31 |
186,623 |
$5,257,000 |
-13,937 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1083 |
- |
2023-12-31 |
152,130 |
$4,960,000 |
104,219 |
|
ROYAL BANK OF CANADA |
1956 |
- |
2023-12-31 |
141,060 |
$4,599,000 |
-13,917 |
|
ENVESTNET ASSET MANAGEMENT INC |
2089 |
- |
2023-12-31 |
112,691 |
$3,674,000 |
4,043 |
|
UBS Group AG |
2357 |
- |
2023-12-31 |
101,588 |
$3,312,000 |
58,092 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
153 |
- |
2023-12-31 |
87,027 |
$2,838,000 |
49,774 |
|
Advisor Group Holdings Inc. |
1616 |
- |
2023-12-31 |
83,962 |
$2,738,000 |
-123,045 |
|
RAYMOND JAMES & ASSOCIATES |
1977 |
- |
2024-03-31 |
76,787 |
$2,651,000 |
16,283 |
|
JANE STREET GROUP LLC |
2187 |
- |
2023-12-31 |
75,526 |
$2,463,000 |
57,792 |
|
Cooper Financial Group |
45 |
- |
2024-03-31 |
68,607 |
$2,369,000 |
19,509 |
|
DAVIDSON D A & CO |
496 |
- |
2023-12-31 |
63,798 |
$2,080,000 |
-3,249 |
|
CITADEL ADVISORS LLC |
2605 |
- |
2023-12-31 |
43,838 |
$1,429,000 |
25,609 |
|
MERCER GLOBAL ADVISORS INC /ADV |
871 |
- |
2023-12-31 |
40,172 |
$1,310,000 |
-551 |
|
Integrated Wealth Concepts LLC |
722 |
- |
2023-12-31 |
30,548 |
$996,000 |
7,368 |
|
HIGHTOWER ADVISORS, LLC |
1854 |
- |
2023-12-31 |
27,647 |
$901,000 |
1,861 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1357 |
- |
2024-03-31 |
21,466 |
$741,000 |
-67 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
204 |
- |
2023-12-31 |
22,311 |
$727,000 |
48 |
|
DAYMARK WEALTH PARTNERS LLC |
244 |
- |
2024-03-31 |
19,011 |
$656,000 |
-5,061 |
|
AMERIPRISE FINANCIAL INC |
3284 |
- |
2023-12-31 |
19,596 |
$639,000 |
-53,784 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2182 |
- |
2024-03-31 |
16,080 |
$555,000 |
3,158 |
|
Private Advisor Group LLC |
1394 |
- |
2023-12-31 |
16,930 |
$552,000 |
-119 |
|
Capital Advisors Ltd. LLC |
152 |
- |
2024-03-31 |
14,985 |
$517,000 |
465 |
|
Stratos Wealth Partners LTD. |
866 |
- |
2024-03-31 |
14,949 |
$516,000 |
212 |
|
TNF LLC |
60 |
- |
2024-03-31 |
13,449 |
$451,000 |
1,708 |
|
Dynamic Advisors Solutions LLC |
657 |
- |
2024-03-31 |
11,798 |
$407,000 |
35 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
340 |
- |
2024-03-31 |
11,603 |
$401,000 |
-892 |
|
SigFig Wealth Management LLC |
110 |
- |
2023-12-31 |
12,132 |
$396,000 |
-125 |
|
H D Vest Advisory Services |
1093 |
- |
2023-12-31 |
12,095 |
$394,000 |
39 |
|
Granite Bay Wealth Management LLC |
259 |
- |
2023-12-31 |
11,844 |
$362,000 |
0 |
|
Cetera Investment Advisers |
1707 |
*New |
2023-12-31 |
10,416 |
$340,000 |
10,416 |
|
Strategic Blueprint LLC |
471 |
- |
2024-03-31 |
9,263 |
$320,000 |
-248 |
|
Northwest Financial Advisors |
68 |
- |
2023-12-31 |
8,688 |
$283,000 |
0 |
|
IHT Wealth Management LLC |
790 |
- |
2023-12-31 |
8,619 |
$281,000 |
0 |
|
Moloney Securities Asset Management LLC |
341 |
*New |
2023-12-31 |
8,420 |
$275,000 |
8,420 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1001 |
- |
2023-12-31 |
7,909 |
$258,000 |
75 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4613 |
- |
2023-12-31 |
7,722 |
$252,000 |
-15,235 |
|
OLD MISSION CAPITAL LLC |
786 |
- |
2023-12-31 |
7,448 |
$243,000 |
-95,734 |
|
J P MORGAN CHASE & CO |
4378 |
- |
2023-12-31 |
4,068 |
$133,000 |
306 |
|
SILVER OAK SECURITIES Inc |
473 |
*New |
2023-12-31 |
3,295 |
$107,000 |
3,295 |
|
Goss Wealth Management LLC |
1939 |
- |
2023-12-31 |
3,025 |
$99,000 |
3,025 |
|
FMR LLC |
3329 |
- |
2023-12-31 |
1,653 |
$54,000 |
585 |
|
COMERICA BANK |
2701 |
- |
2023-12-31 |
1,569 |
$51,000 |
0 |
|
CHILTON CAPITAL MANAGEMENT LLC |
347 |
- |
2023-12-31 |
1,560 |
$51,000 |
0 |
|
Stephens Consulting LLC |
250 |
*New |
2024-03-31 |
581 |
$20,000 |
581 |
|
Tidemark LLC |
347 |
- |
2023-12-31 |
536 |
$17,000 |
0 |
|
IFP Advisors Inc |
1977 |
- |
2023-12-31 |
489 |
$16,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2627 |
- |
2023-12-31 |
280 |
$9,000 |
-4,631 |
|
PRINCIPAL SECURITIES INC. |
2367 |
- |
2023-12-31 |
225 |
$7,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
594 |
- |
2024-03-31 |
136 |
$5,000 |
0 |
|
Westside Investment Management Inc. |
690 |
- |
2024-03-31 |
142 |
$5,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
748 |
- |
2024-03-31 |
101 |
$3,000 |
0 |
|
Global Retirement Partners LLC |
3019 |
- |
2024-03-31 |
30 |
$1,000 |
0 |
|
WASHINGTON TRUST CO |
830 |
*Closed |
2024-03-31 |
0 |
$0 |
-350 |
|
HANSON MCCLAIN, INC. |
3552 |
*Closed |
2024-03-31 |
0 |
$0 |
-314 |
|
CITIGROUP INC |
4695 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,648 |
|
PROEQUITIES INC. |
8337 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
JFS WEALTH ADVISORS, LLC |
2021 |
*Closed |
2023-12-31 |
0 |
$0 |
-114 |
|
FLAGSHIP HARBOR ADVISORS LLC |
710 |
*Closed |
2024-03-31 |
0 |
$0 |
-74,678 |
|
|
69 Records found
|
1
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