| |
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:
|
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|
|
|
|
|
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 :
|
|
|
|
(%) |
|
|
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|
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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 |
40 |
- |
2024-03-31 |
1,454,315 |
$69,923,000 |
184,217 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
9 |
- |
2024-03-31 |
577,367 |
$27,760,000 |
6,387 |
|
| Strategic Advocates LLC |
2 |
- |
2024-03-31 |
421,348 |
$20,258,000 |
408,957 |
|
| MORGAN STANLEY |
3321 |
- |
2023-12-31 |
210,176 |
$9,815,000 |
35,904 |
|
| LPL FINANCIAL CORP |
1406 |
- |
2024-03-31 |
185,632 |
$8,925,000 |
3,854 |
|
| Good Life Advisors LLC |
53 |
- |
2024-03-31 |
97,301 |
$4,678,000 |
1,718 |
|
| Towerpoint Wealth LLC |
13 |
- |
2024-03-31 |
88,553 |
$4,258,000 |
5,006 |
|
| NovaPoint Capital LLC |
24 |
- |
2024-03-31 |
79,405 |
$3,818,000 |
2,348 |
|
| SOL CAPITAL MANAGEMENT CO |
61 |
- |
2024-03-31 |
76,250 |
$3,666,000 |
321 |
|
| Sweet Financial Partners LLC |
30 |
- |
2024-03-31 |
60,088 |
$2,889,000 |
2 |
|
| Financial Guidance Group Inc. |
19 |
- |
2024-03-31 |
56,597 |
$2,721,000 |
776 |
|
| Wealthcare Advisory Partners LLC |
211 |
- |
2024-03-31 |
47,452 |
$2,282,000 |
270 |
|
| PENOBSCOT WEALTH MANAGEMENT |
19 |
- |
2024-03-31 |
43,989 |
$2,115,000 |
1,632 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1258 |
- |
2024-03-31 |
41,219 |
$1,982,000 |
3,073 |
|
| Lunt Capital Management Inc. |
35 |
- |
2024-03-31 |
29,593 |
$1,423,000 |
1,706 |
|
| UBS Group AG |
3303 |
- |
2023-12-31 |
24,418 |
$1,140,000 |
8,307 |
|
| Apollon Wealth Management LLC |
433 |
- |
2024-03-31 |
23,672 |
$1,138,000 |
1,584 |
|
| 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 |
|
| WELLS FARGO & CO/MN |
3061 |
- |
2024-03-31 |
18,675 |
$898,000 |
765 |
|
| Catalyst Wealth Management LLC |
50 |
- |
2023-03-31 |
20,763 |
$887,000 |
1,884 |
|
| CITADEL ADVISORS LLC |
3220 |
- |
2023-12-31 |
15,638 |
$730,000 |
10,616 |
|
| 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 |
|
| RPG Investment Advisory LLC |
73 |
- |
2024-03-31 |
8,710 |
$419,000 |
1,460 |
|
| Advisor Group Holdings Inc. |
3076 |
- |
2024-03-31 |
8,501 |
$409,000 |
375 |
|
| TOWER RESEARCH CAPITAL LLC |
1565 |
- |
2023-12-31 |
8,415 |
$393,000 |
8,415 |
|
| Main Street Financial Solutions LLC |
400 |
- |
2024-03-31 |
6,666 |
$321,000 |
318 |
|
| Parallel Advisors LLC |
1151 |
- |
2024-03-31 |
2,114 |
$102,000 |
3 |
|
| SANDY SPRING BANK |
469 |
- |
2024-03-31 |
1,941 |
$93,000 |
961 |
|
| Goss Wealth Management LLC |
1980 |
- |
2023-12-31 |
1,877 |
$88,000 |
5 |
|
| BANK OF MONTREAL /CAN/ |
2893 |
- |
2023-12-31 |
1,636 |
$78,000 |
236 |
|
| 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 |
|
| HANSON MCCLAIN, INC. |
1435 |
- |
2024-03-31 |
763 |
$37,000 |
217 |
|
| ICA Group Wealth Management LLC |
717 |
- |
2023-12-31 |
437 |
$20,000 |
437 |
|
| SALEM INVESTMENT COUNSELORS INC |
851 |
- |
2024-03-31 |
183 |
$9,000 |
171 |
|
| J P MORGAN CHASE & CO |
5073 |
- |
2024-03-31 |
142 |
$7,000 |
129 |
|
|
39 Records found
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1
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