|
Institutional
Holders
Total
Institutions:
|
362 7 |
|
Total
shares held :
|
38,017,918 |
|
% of shares
held :
|
9.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
Amount
of shares held :
|
797,396 |
|
% of shares
held change :
|
0.2% |
|
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 |
FMR LLC |
751 |
- |
2023-12-31 |
3,918,460 |
$198,823,000 |
-198,211 |
|
BANK OF AMERICA CORP /DE/ |
627 |
- |
2023-12-31 |
3,326,903 |
$168,807,000 |
-133,034 |
|
WELLS FARGO & CO/MN |
720 |
- |
2024-03-31 |
960,057 |
$48,713,000 |
-3,486 |
|
Bridgewater Advisors Inc. |
6 |
- |
2024-03-31 |
613,011 |
$31,104,000 |
-22,833 |
|
WEATHERLY ASSET MANAGEMENT LP |
6 |
- |
2024-03-31 |
566,112 |
$28,725,000 |
-5,673 |
|
Advisor Group Holdings Inc. |
418 |
- |
2024-03-31 |
382,724 |
$19,420,000 |
-12,898 |
|
CAPTRUST FINANCIAL ADVISORS |
247 |
- |
2023-12-31 |
367,513 |
$18,648,000 |
-53,619 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
41 |
- |
2024-03-31 |
347,035 |
$17,609,000 |
-154,572 |
|
Principle Wealth Partners LLC |
16 |
- |
2024-03-31 |
329,504 |
$16,719,000 |
-35,093 |
|
Auxano Advisors LLC |
7 |
- |
2024-03-31 |
290,273 |
$14,728,000 |
-1,957 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
651 |
- |
2024-03-31 |
270,117 |
$13,706,000 |
-34,070 |
|
Trust Co |
15 |
- |
2024-03-31 |
251,882 |
$12,780,000 |
-3,220 |
|
WCG Wealth Advisors LLC |
41 |
- |
2023-12-31 |
212,604 |
$10,788,000 |
-25,720 |
|
AlphaCore Capital LLC |
16 |
- |
2023-12-31 |
183,641 |
$9,343,000 |
-5,469 |
|
COLONY GROUP LLC |
145 |
- |
2023-09-30 |
184,870 |
$9,327,000 |
-5,211 |
|
APPLETON PARTNERS INC/MA |
45 |
- |
2024-03-31 |
181,911 |
$9,230,000 |
-355 |
|
Sunburst Financial Group LLC |
13 |
- |
2024-03-31 |
149,389 |
$7,558,000 |
-41,602 |
|
STIFEL FINANCIAL CORP |
890 |
- |
2023-12-31 |
148,357 |
$7,528,000 |
-425 |
|
Orion Portfolio Solutions LLC |
243 |
- |
2024-03-31 |
148,216 |
$7,520,000 |
-11,479 |
|
Sequoia Financial Advisors LLC |
160 |
- |
2024-03-31 |
144,106 |
$7,312,000 |
-39,855 |
|
PDS Planning Inc |
28 |
- |
2024-03-31 |
143,193 |
$7,266,000 |
-5,022 |
|
HB Wealth Management LLC |
125 |
- |
2024-03-31 |
131,073 |
$6,651,000 |
-20,924 |
|
MML INVESTORS SERVICES LLC |
510 |
- |
2023-12-31 |
125,187 |
$6,352,000 |
-8,326 |
|
BP WEALTH MANAGEMENT LLC |
145 |
- |
2023-12-31 |
120,481 |
$6,113,000 |
-23,617 |
|
Cooper Financial Group |
24 |
- |
2024-03-31 |
110,946 |
$5,629,000 |
-14,562 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
16 |
- |
2023-12-31 |
110,131 |
$5,588,000 |
-31,221 |
|
FIRST HEARTLAND CONSULTANTS INC |
52 |
- |
2024-03-31 |
109,225 |
$5,542,000 |
-136,257 |
|
Elmwood Wealth Management Inc. |
3 |
- |
2023-12-31 |
108,235 |
$5,492,000 |
-2,650 |
|
BB&T CORP |
832 |
- |
2023-12-31 |
108,112 |
$5,486,000 |
-9,504 |
|
Brandywine Oak Private Wealth LLC |
31 |
- |
2024-03-31 |
101,351 |
$5,143,000 |
-5,112 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
86 |
- |
2024-03-31 |
100,595 |
$5,104,000 |
-17,810 |
|
CAPITAL MANAGEMENT CORP /VA |
42 |
- |
2024-03-31 |
89,866 |
$4,560,000 |
-440 |
|
Kathmere Capital Management LLC |
43 |
- |
2024-03-31 |
86,588 |
$4,393,000 |
-15,500 |
|
KISTLERTIFFANY COMPANIES, LLC |
26 |
- |
2023-06-30 |
82,204 |
$4,164,000 |
-12,500 |
|
PFS INVESTMENTS INC. |
247 |
- |
2023-06-30 |
81,970 |
$4,152,000 |
-4,049 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
718 |
- |
2024-03-31 |
79,842 |
$4,051,000 |
-27,661 |
|
ZELIFF WALLACE JACKSON INVESTMENT COUNSEL INC |
69 |
- |
2024-03-31 |
79,575 |
$4,038,000 |
-15,436 |
|
CALLAN CAPITAL, LLC |
46 |
- |
2024-03-31 |
77,897 |
$3,953,000 |
-59,938 |
|
Krasney Financial LLC |
59 |
- |
2024-03-31 |
76,555 |
$3,884,000 |
-4,104 |
|
Graves-Light Private Wealth Management Inc. |
47 |
- |
2023-12-31 |
75,959 |
$3,854,000 |
-3,112 |
|
COLLECTIVE FAMILY OFFICE LLC |
25 |
- |
2024-03-31 |
72,124 |
$3,660,000 |
-55,833 |
|
Smart Money Group LLC |
22 |
- |
2024-03-31 |
70,432 |
$3,570,000 |
-69 |
|
SYNOVUS FINANCIAL CORP |
235 |
- |
2023-12-31 |
65,527 |
$3,325,000 |
-7,855 |
|
CREATIVE PLANNING |
723 |
- |
2023-12-31 |
62,187 |
$3,155,000 |
-7,384 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1406 |
- |
2024-03-31 |
60,011 |
$3,045,000 |
-54,022 |
|
DAVIDSON INVESTMENT ADVISORS |
84 |
- |
2023-12-31 |
58,451 |
$2,966,000 |
-690 |
|
LEGACY PRIVATE TRUST CO. |
88 |
- |
2024-03-31 |
57,049 |
$2,895,000 |
-8,875 |
|
Requisite Capital Management LLC |
15 |
- |
2024-03-31 |
55,495 |
$2,816,000 |
-5,519 |
|
AE Wealth Management LLC |
786 |
- |
2023-12-31 |
54,807 |
$2,782,000 |
-83,322 |
|
Global Retirement Partners LLC |
195 |
- |
2024-03-31 |
54,687 |
$2,775,000 |
-43,867 |
|
Integrated Advisors Network LLC |
185 |
- |
2024-03-31 |
51,629 |
$2,620,000 |
-1,679 |
|
NavPoint Financial Inc. |
14 |
- |
2024-03-31 |
51,183 |
$2,597,000 |
-10,652 |
|
Lehman & Derafelo Financial Resources LLC |
18 |
- |
2022-12-31 |
51,325 |
$2,594,000 |
-2,500 |
|
Galvin Gaustad & Stein LLC |
65 |
- |
2024-03-31 |
50,158 |
$2,545,000 |
-9,811 |
|
Klingman & Associates LLC |
52 |
- |
2024-03-31 |
49,496 |
$2,511,000 |
-27,208 |
|
BFSG LLC |
93 |
- |
2024-03-31 |
46,385 |
$2,354,000 |
-1,985 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
109 |
- |
2024-03-31 |
46,152 |
$2,342,000 |
-42,065 |
|
KM Capital Management Ltd. |
21 |
- |
2023-12-31 |
45,612 |
$2,314,000 |
-19,149 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
71 |
- |
2024-03-31 |
43,914 |
$2,228,000 |
-23,182 |
|
Goss Wealth Management LLC |
633 |
- |
2023-12-31 |
41,155 |
$2,088,000 |
-27,926 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
133 |
- |
2024-03-31 |
39,835 |
$2,021,000 |
-1,990 |
|
PRIVATE TRUST CO NA |
107 |
- |
2024-03-31 |
36,239 |
$1,839,000 |
-2,936 |
|
Skyline Advisors Inc. |
22 |
- |
2024-03-31 |
35,990 |
$1,826,000 |
-1,448 |
|
Stratos Wealth Partners LTD. |
463 |
- |
2024-03-31 |
34,471 |
$1,749,000 |
-1,258 |
|
Soltis Investment Advisors LLC |
130 |
- |
2024-03-31 |
33,204 |
$1,685,000 |
-2,179 |
|
IRONWOOD INVESTMENT COUNSEL LLC |
84 |
- |
2024-03-31 |
32,795 |
$1,664,000 |
-22,213 |
|
IFP Advisors Inc |
287 |
- |
2023-12-31 |
31,125 |
$1,579,000 |
-4,926 |
|
CFG ASSET MANAGEMENT LLC |
108 |
- |
2024-03-31 |
30,275 |
$1,536,000 |
-765 |
|
Ritter Daniher Financial Advisory LLC / DE |
15 |
- |
2023-12-31 |
30,229 |
$1,534,000 |
-25,870 |
|
Kooman & Associates |
14 |
- |
2023-12-31 |
29,973 |
$1,521,000 |
-5,464 |
|
SigFig Wealth Management LLC |
90 |
- |
2024-03-31 |
29,451 |
$1,494,000 |
-14,130 |
|
New Capital Management LP |
24 |
- |
2024-03-31 |
28,610 |
$1,452,000 |
-4,847 |
|
SILVER OAK SECURITIES Inc |
103 |
- |
2024-03-31 |
28,351 |
$1,439,000 |
-2,577 |
|
JANNEY MONTGOMERY SCOTT LLC |
1358 |
- |
2024-03-31 |
25,865 |
$1,312,000 |
-6,014 |
|
ANCORA ADVISORS, LLC |
323 |
- |
2023-12-31 |
25,421 |
$1,290,000 |
-40 |
|
MORGAN STANLEY |
4646 |
- |
2023-12-31 |
25,036 |
$1,270,000 |
-2,147 |
|
BROWN ADVISORY HOLDINGS INC |
748 |
- |
2024-03-31 |
22,811 |
$1,157,000 |
-954 |
|
Rockefeller Capital Management L.P. |
1086 |
- |
2023-12-31 |
22,601 |
$1,147,000 |
-432 |
|
MULTIFINANCIAL SECURITIES CORP |
724 |
- |
2023-12-31 |
22,364 |
$1,135,000 |
-3,686 |
|
Security Financial Services INC. |
66 |
- |
2024-03-31 |
21,652 |
$1,099,000 |
-1,555 |
|
Intergy Private Wealth LLC |
37 |
- |
2024-03-31 |
21,595 |
$1,096,000 |
-171 |
|
Priebe Wealth Holdings LLC |
16 |
- |
2024-03-31 |
21,322 |
$1,082,000 |
-13,250 |
|
Shira Ridge Wealth Management |
28 |
- |
2024-03-31 |
20,455 |
$1,038,000 |
-953 |
|
Cetera Investment Advisers |
1091 |
- |
2023-12-31 |
20,317 |
$1,031,000 |
-6,337 |
|
DUBUQUE BANK & TRUST CO |
88 |
- |
2023-09-30 |
18,089 |
$913,000 |
-8,591 |
|
Spire Wealth Management |
395 |
- |
2024-03-31 |
17,698 |
$898,000 |
-1,658 |
|
Alpha Omega Wealth Management LLC |
120 |
- |
2024-03-31 |
17,219 |
$874,000 |
-274 |
|
JNBA FINANCIAL ADVISORS |
104 |
- |
2024-03-31 |
17,040 |
$865,000 |
-3,458 |
|
Centurion Wealth Management LLC |
59 |
- |
2024-03-31 |
16,798 |
$852,000 |
-4,585 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
116 |
- |
2024-03-31 |
16,436 |
$834,000 |
-16,071 |
|
Walkner Condon Financial Advisors LLC |
108 |
- |
2024-03-31 |
16,295 |
$827,000 |
-2,897 |
|
Mason & Associates Inc |
47 |
- |
2024-03-31 |
16,202 |
$822,000 |
-2,891 |
|
Allen Capital Group LLC |
107 |
- |
2024-03-31 |
15,944 |
$809,000 |
-2,912 |
|
Apella Capital LLC |
156 |
- |
2024-03-31 |
15,642 |
$792,000 |
-869 |
|
Starfox Financial Services LLC |
17 |
- |
2024-03-31 |
15,547 |
$787,000 |
-644 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
343 |
- |
2024-03-31 |
15,330 |
$778,000 |
-785 |
|
Johnson Bixby & Associates LLC |
52 |
- |
2024-03-31 |
15,061 |
$764,000 |
-4,788 |
|
GPS Wealth Strategies Group LLC |
123 |
- |
2024-03-31 |
14,745 |
$748,000 |
-7,420 |
|
Laurel Wealth Advisors Inc. |
281 |
- |
2022-12-31 |
14,668 |
$741,000 |
-64 |
|
Masso Torrence Wealth Management Inc. |
46 |
- |
2024-03-31 |
14,105 |
$716,000 |
-7,725 |
|
|
100 Records found
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1
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