|
Institutional
Holders
Total
Institutions:
|
120 0 |
|
Total
shares held :
|
37,635,876 |
|
% of shares
held :
|
13.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
192,417 |
|
% of shares
held change :
|
0.07% |
|
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 |
FINANCIAL ENGINES ADVISORS L.L.C. |
10 |
- |
2023-12-31 |
32,925,326 |
$1,537,613,000 |
665,032 |
|
Betterment LLC |
37 |
- |
2023-12-31 |
1,270,098 |
$59,314,000 |
-60,152 |
|
MARQUETTE ASSET MANAGEMENT INC. |
9 |
- |
2023-12-31 |
570,980 |
$26,665,000 |
90,440 |
|
Strategic Advocates LLC |
2 |
- |
2024-03-31 |
421,348 |
$20,258,000 |
408,957 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
684 |
- |
2023-12-31 |
237,249 |
$11,080,000 |
-40,470 |
|
MARINER WEALTH ADVISORS, LLC |
458 |
- |
2023-12-31 |
229,603 |
$10,722,000 |
-30,313 |
|
MORGAN STANLEY |
3321 |
- |
2023-12-31 |
210,176 |
$9,815,000 |
35,904 |
|
LPL FINANCIAL CORP |
1344 |
- |
2023-12-31 |
181,778 |
$8,489,000 |
1,811 |
|
BANK OF AMERICA CORP /DE/ |
2574 |
- |
2023-12-31 |
168,343 |
$7,862,000 |
-15,466 |
|
ROYAL BANK OF CANADA |
1812 |
- |
2023-12-31 |
119,457 |
$5,579,000 |
-10,068 |
|
HIGHTOWER ADVISORS, LLC |
945 |
- |
2023-12-31 |
108,724 |
$5,084,000 |
2,590 |
|
Good Life Advisors LLC |
48 |
- |
2023-12-31 |
95,583 |
$4,464,000 |
1,404 |
|
Towerpoint Wealth LLC |
13 |
- |
2024-03-31 |
88,553 |
$4,258,000 |
5,006 |
|
RAYMOND JAMES & ASSOCIATES |
1761 |
- |
2024-03-31 |
79,628 |
$3,828,000 |
-10,004 |
|
NovaPoint Capital LLC |
24 |
- |
2024-03-31 |
79,405 |
$3,818,000 |
2,348 |
|
ENVESTNET ASSET MANAGEMENT INC |
2083 |
- |
2023-12-31 |
79,574 |
$3,716,000 |
-11,294 |
|
SOL CAPITAL MANAGEMENT CO |
61 |
- |
2024-03-31 |
76,250 |
$3,666,000 |
321 |
|
Stratos Wealth Advisors LLC |
141 |
- |
2024-03-31 |
60,252 |
$2,897,000 |
-495 |
|
Sweet Financial Partners LLC |
30 |
- |
2024-03-31 |
60,088 |
$2,889,000 |
2 |
|
Advantage Trust Co |
11 |
- |
2023-12-31 |
61,552 |
$2,874,000 |
0 |
|
Financial Guidance Group Inc. |
|
- |
2023-12-31 |
55,821 |
$2,607,000 |
-957 |
|
Orion Portfolio Solutions LLC |
516 |
- |
2023-12-31 |
56,498 |
$2,560,000 |
-3,768 |
|
Wealthcare Advisory Partners LLC |
211 |
- |
2024-03-31 |
47,452 |
$2,282,000 |
270 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1800 |
- |
2023-12-31 |
46,642 |
$2,178,000 |
-5,283 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1258 |
- |
2024-03-31 |
41,219 |
$1,982,000 |
3,073 |
|
PENOBSCOT WEALTH MANAGEMENT |
23 |
- |
2023-12-31 |
42,357 |
$1,978,000 |
-1,334 |
|
CLS INVESTMENT FIRM LLC |
517 |
- |
2022-12-31 |
45,116 |
$1,778,000 |
-5,421 |
|
Austin Wealth Management LLC |
42 |
- |
2023-12-31 |
33,947 |
$1,572,000 |
-4,242 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
33,642 |
$1,571,000 |
-429 |
|
Brookstone Capital Management |
408 |
- |
2024-03-31 |
30,161 |
$1,450,000 |
-120 |
|
Lunt Capital Management Inc. |
35 |
- |
2024-03-31 |
29,593 |
$1,423,000 |
1,706 |
|
Sontag Advisory LLC |
277 |
- |
2023-12-31 |
26,425 |
$1,234,000 |
126 |
|
UBS Group AG |
3303 |
- |
2023-12-31 |
24,418 |
$1,140,000 |
8,307 |
|
Integrated Wealth Concepts LLC |
695 |
- |
2023-12-31 |
23,146 |
$1,081,000 |
-294 |
|
Apollon Wealth Management LLC |
441 |
- |
2023-12-31 |
22,088 |
$1,032,000 |
1,693 |
|
AMERIPRISE FINANCIAL INC |
3114 |
- |
2023-12-31 |
21,155 |
$988,000 |
8,519 |
|
WealthCare Investment Partners LLC |
58 |
- |
2024-03-31 |
19,598 |
$942,000 |
343 |
|
Essex LLC |
81 |
- |
2023-12-31 |
19,000 |
$887,000 |
-2,413 |
|
Catalyst Wealth Management LLC |
50 |
- |
2023-03-31 |
20,763 |
$887,000 |
1,884 |
|
WELLS FARGO & CO/MN |
3065 |
- |
2023-12-31 |
17,910 |
$836,000 |
-49,026 |
|
Resources Investment Advisors Inc. |
559 |
- |
2023-12-31 |
16,747 |
$782,000 |
-22,154 |
|
CITADEL ADVISORS LLC |
3220 |
- |
2023-12-31 |
15,638 |
$730,000 |
10,616 |
|
PFG Advisors |
322 |
- |
2023-12-31 |
14,576 |
$681,000 |
-481 |
|
SHEETS SMITH & ASSOCIATES INC |
168 |
- |
2023-09-30 |
17,155 |
$679,000 |
-240 |
|
Summit Investment Advisory Services LLC |
33 |
- |
2024-03-31 |
12,772 |
$614,000 |
-218 |
|
Berger Financial Group Inc |
184 |
*New |
2024-03-31 |
12,620 |
$607,000 |
12,620 |
|
IHT Wealth Management LLC |
547 |
- |
2023-12-31 |
12,348 |
$577,000 |
-250 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2401 |
- |
2024-03-31 |
11,879 |
$571,000 |
-1,922 |
|
Capital Planning Advisors LLC |
96 |
- |
2023-12-31 |
11,723 |
$547,000 |
328 |
|
GYL Financial Synergies LLC |
239 |
- |
2023-12-31 |
10,632 |
$497,000 |
982 |
|
TOWER RESEARCH CAPITAL LLC |
1565 |
- |
2023-12-31 |
8,415 |
$393,000 |
8,415 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
8,262 |
$386,000 |
-1,056 |
|
Advisor Group Holdings Inc. |
3365 |
- |
2023-12-31 |
8,126 |
$380,000 |
-10,401 |
|
RPG Investment Advisory LLC |
76 |
- |
2023-12-31 |
7,250 |
$339,000 |
243 |
|
Main Street Financial Solutions LLC |
400 |
- |
2024-03-31 |
6,666 |
$321,000 |
318 |
|
Intrua Financial LLC |
253 |
- |
2023-03-31 |
7,335 |
$298,000 |
-3,054 |
|
BB&T CORP |
2308 |
*New |
2023-12-31 |
5,889 |
$275,000 |
5,889 |
|
Merit Financial Group LLC |
652 |
- |
2023-12-31 |
5,723 |
$267,000 |
-4,883 |
|
MULTIFINANCIAL SECURITIES CORP |
1496 |
- |
2023-12-31 |
5,579 |
$261,000 |
1 |
|
SILVER OAK SECURITIES Inc |
407 |
- |
2023-12-31 |
5,386 |
$252,000 |
5,386 |
|
Andesa Financial Management Inc. |
131 |
- |
2022-12-31 |
6,050 |
$238,000 |
-26,990 |
|
CWM LLC |
1422 |
- |
2024-03-31 |
4,908 |
$236,000 |
-27,975 |
|
Private Advisor Group LLC |
1974 |
- |
2023-12-31 |
4,788 |
$224,000 |
-398 |
|
SEAWARD MANAGEMENT CORP |
|
*New |
2023-12-31 |
4,741 |
$221,000 |
4,741 |
|
SNS Financial Group LLC |
179 |
- |
2024-03-31 |
4,476 |
$215,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1799 |
- |
2023-12-31 |
4,564 |
$213,000 |
-804 |
|
GTS SECURITIES LLC |
1267 |
*New |
2023-12-31 |
4,441 |
$207,000 |
4,441 |
|
IFP Advisors Inc |
1062 |
- |
2023-12-31 |
3,235 |
$151,000 |
-749 |
|
OPTIMUM INVESTMENT ADVISORS |
232 |
- |
2024-03-31 |
2,796 |
$134,000 |
0 |
|
HHM Wealth Advisors LLC |
197 |
- |
2023-12-31 |
2,405 |
$112,000 |
-2,475 |
|
Parallel Advisors LLC |
1111 |
- |
2023-12-31 |
2,111 |
$99,000 |
-2,234 |
|
Founders Financial Alliance LLC |
289 |
- |
2023-12-31 |
2,114 |
$99,000 |
0 |
|
FMR LLC |
3070 |
- |
2023-12-31 |
2,077 |
$97,000 |
-425 |
|
MATHER GROUP, INC. |
721 |
*New |
2024-03-31 |
1,950 |
$91,000 |
1,950 |
|
Goss Wealth Management LLC |
1980 |
- |
2023-12-31 |
1,877 |
$88,000 |
5 |
|
CULLEN FROST BANKERS INC |
591 |
- |
2023-12-31 |
1,792 |
$84,000 |
-2,402 |
|
Concord Wealth Partners |
298 |
- |
2023-12-31 |
1,739 |
$81,000 |
340 |
|
BANK OF MONTREAL /CAN/ |
2893 |
- |
2023-12-31 |
1,636 |
$78,000 |
236 |
|
Capital Advisors Ltd. LLC |
399 |
- |
2024-03-31 |
1,382 |
$66,000 |
0 |
|
DUNCKER STREETT & CO INC |
295 |
- |
2024-03-31 |
1,350 |
$65,000 |
0 |
|
Coastal Investment Advisors Inc. |
545 |
- |
2024-03-31 |
1,167 |
$56,000 |
1,167 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2052 |
- |
2023-12-31 |
1,052 |
$49,000 |
685 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
980 |
$46,000 |
0 |
|
HANSON MCCLAIN, INC. |
1435 |
- |
2024-03-31 |
763 |
$37,000 |
217 |
|
CLEAR INVESTMENT RESEARCH LLC |
132 |
*New |
2023-12-31 |
680 |
$32,000 |
680 |
|
Capital Investment Advisory Services LLC |
727 |
- |
2024-03-31 |
571 |
$27,000 |
0 |
|
Capital Analysts Inc. |
775 |
- |
2023-12-31 |
491 |
$23,000 |
0 |
|
Pinnacle Bank |
523 |
- |
2024-03-31 |
468 |
$23,000 |
-42 |
|
ICA Group Wealth Management LLC |
717 |
- |
2023-12-31 |
437 |
$20,000 |
437 |
|
Northwest Financial Advisors |
304 |
- |
2023-12-31 |
430 |
$20,000 |
0 |
|
Princeton Global Asset Management LLC |
|
- |
2023-12-31 |
400 |
$19,000 |
0 |
|
Spire Wealth Management |
1547 |
- |
2024-03-31 |
366 |
$18,000 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
747 |
- |
2023-12-31 |
350 |
$16,000 |
0 |
|
Coston McIsaac & Partners |
318 |
- |
2024-03-31 |
349 |
$16,000 |
0 |
|
Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
336 |
$16,000 |
-73 |
|
TUCKER ASSET MANAGEMENT LLC |
427 |
- |
2023-12-31 |
302 |
$14,000 |
-42 |
|
Aptus Capital Advisors LLC |
770 |
- |
2023-12-31 |
280 |
$13,000 |
-336 |
|
Steward Partners Investment Advisory LLC |
2581 |
- |
2023-12-31 |
281 |
$13,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
375 |
*New |
2023-12-31 |
280 |
$13,000 |
280 |
|
NBT BANK N A /NY |
465 |
*New |
2024-03-31 |
245 |
$12,000 |
245 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|