|
Institutional
Holders
Total
Institutions:
|
415 8 |
|
Total
shares held :
|
217,455,742 |
|
% of shares
held :
|
16.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
21,228,111 |
|
% of shares
held change :
|
1.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.08 |
|
Last
Quarter's Ending
Price :
|
$25.64 |
|
Last
Quarter's Average
Price :
|
$24.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.03 (0.12%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
5,201,924
|
2.39%
|
|
|
Increased
Positions : |
185
|
28,890,045
|
13.29%
|
|
|
Unchanged
Positions : |
46
|
1,596,124
|
0.73%
|
|
|
Decreased
Positions : |
139
|
-11,360,905
|
-5.22%
|
|
|
Closed
Positions : |
37
|
-1,502,953
|
-0.69%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
65 |
- |
2023-12-31 |
20,216,371 |
$518,348,000 |
-886,350 |
|
CWM LLC |
10 |
- |
2024-03-31 |
12,200,401 |
$308,426,000 |
1,780,689 |
|
ENVESTNET ASSET MANAGEMENT INC |
158 |
- |
2023-12-31 |
11,661,188 |
$298,993,000 |
343,777 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
8,348,299 |
$214,050,000 |
90,261 |
|
STATE STREET CORP |
900 |
- |
2023-12-31 |
7,120,307 |
$182,565,000 |
-171,911 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
4 |
- |
2023-12-31 |
7,003,413 |
$179,568,000 |
188,600 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
3 |
- |
2023-12-31 |
6,962,875 |
$178,528,000 |
-196,536 |
|
ARGI INVESTMENT SERVICES, LLC |
3 |
- |
2022-12-31 |
6,590,529 |
$165,620,000 |
93,547 |
|
Private Advisor Group LLC |
15 |
- |
2023-12-31 |
4,481,520 |
$114,906,000 |
91,812 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
70 |
- |
2024-03-31 |
4,470,886 |
$113,024,000 |
-1,936,379 |
|
GRADIENT INVESTMENTS LLC |
4 |
- |
2023-12-31 |
4,312,284 |
$110,567,000 |
-364,672 |
|
WEALTHSOURCE PARTNERS LLC |
2 |
- |
2023-12-31 |
4,068,854 |
$104,325,000 |
16,624 |
|
Advisor Group Holdings Inc. |
120 |
- |
2023-12-31 |
3,916,718 |
$100,424,000 |
-378,443 |
|
SYON CAPITAL LLC |
1 |
- |
2023-12-31 |
3,470,955 |
$88,995,000 |
3,264,288 |
|
Willow Creek Wealth Management Inc. |
2 |
- |
2023-12-31 |
3,109,703 |
$79,733,000 |
-25,791 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
6 |
- |
2023-12-31 |
2,786,841 |
$71,455,000 |
2,769,050 |
|
Tobias Financial Advisors Inc. |
1 |
- |
2023-12-31 |
2,785,187 |
$71,412,000 |
2,010,727 |
|
PMFM INC. |
8 |
- |
2023-12-31 |
2,750,486 |
$70,522,000 |
128,009 |
|
Good Life Advisors LLC |
1 |
- |
2023-12-31 |
2,455,847 |
$62,968,000 |
76,700 |
|
KWB Wealth |
4 |
- |
2024-03-31 |
2,403,292 |
$60,755,000 |
-463,639 |
|
Equitable Holdings Inc. |
30 |
- |
2023-12-31 |
2,256,640 |
$57,860,000 |
1,184,080 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
206 |
- |
2023-12-31 |
2,248,297 |
$57,646,000 |
1,693,995 |
|
N.E.W. Advisory Services LLC |
4 |
- |
2023-12-31 |
2,174,586 |
$55,756,000 |
-59,917 |
|
McNamara Financial Services Inc. |
3 |
- |
2024-03-31 |
2,201,750 |
$55,660,000 |
117,317 |
|
Gerber Kawasaki Wealth & Investment Management |
7 |
- |
2023-12-31 |
2,156,461 |
$55,292,000 |
207,666 |
|
ROYAL BANK OF CANADA |
684 |
- |
2023-12-31 |
2,046,664 |
$52,476,000 |
-193,668 |
|
Facet Wealth Inc. |
13 |
- |
2023-12-31 |
2,024,132 |
$51,271,000 |
-42,334 |
|
Wealthcare Advisory Partners LLC |
8 |
- |
2024-03-31 |
1,947,390 |
$49,230,000 |
178,031 |
|
Great Lakes Retirement Inc. |
1 |
- |
2023-12-31 |
1,909,827 |
$48,968,000 |
-55,417 |
|
Trilogy Capital Inc. |
5 |
- |
2024-03-31 |
1,924,135 |
$48,642,000 |
45,600 |
|
RAYMOND JAMES & ASSOCIATES |
401 |
- |
2023-12-31 |
1,871,976 |
$47,997,000 |
-117,592 |
|
BB&T CORP |
246 |
- |
2023-12-31 |
1,729,919 |
$44,355,000 |
100,688 |
|
MORGAN STANLEY |
1885 |
- |
2023-12-31 |
1,672,800 |
$42,891,000 |
-407,083 |
|
HIGHTOWER ADVISORS, LLC |
277 |
- |
2023-12-31 |
1,632,899 |
$41,875,000 |
1,269,209 |
|
GREAT VALLEY ADVISOR GROUP INC. |
10 |
- |
2023-12-31 |
1,587,196 |
$40,695,000 |
5,298 |
|
J P MORGAN CHASE & CO |
1198 |
- |
2023-12-31 |
1,563,424 |
$40,086,000 |
89,434 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
141 |
- |
2023-12-31 |
1,555,988 |
$39,896,000 |
490,005 |
|
GIRARD PARTNERS LTD. |
4 |
- |
2023-12-31 |
1,471,934 |
$37,740,000 |
-30,216 |
|
US BANCORP |
220 |
- |
2023-12-31 |
1,360,957 |
$34,895,000 |
710,574 |
|
Money Design Co.Ltd. |
16 |
- |
2023-12-31 |
1,217,892 |
$31,227,000 |
19,051 |
|
UBS Group AG |
915 |
- |
2023-12-31 |
1,148,323 |
$29,443,000 |
-107,755 |
|
WELLS FARGO & CO/MN |
886 |
- |
2023-12-31 |
1,137,973 |
$29,178,000 |
89,961 |
|
Goss Wealth Management LLC |
84 |
- |
2023-12-31 |
1,138,266 |
$29,163,000 |
831,893 |
|
Traverso Chambers Private Wealth Management LLC |
2 |
*New |
2023-12-31 |
1,134,340 |
$29,084,000 |
1,134,340 |
|
GM Advisory Group Inc. |
13 |
- |
2023-12-31 |
1,075,129 |
$27,566,000 |
-1,996,322 |
|
PARK AVENUE SECURITIES LLC |
45 |
- |
2024-03-31 |
1,055,253 |
$26,677,000 |
-31,523 |
|
AE Wealth Management LLC |
172 |
- |
2023-12-31 |
1,016,321 |
$25,743,000 |
188,222 |
|
RESTON WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
998,907 |
$25,612,000 |
-3,884 |
|
GOLDMAN SACHS GROUP INC/ |
1413 |
- |
2023-12-31 |
962,433 |
$24,677,000 |
-2,338,115 |
|
Envestnet Portfolio Solutions Inc. |
108 |
- |
2023-12-31 |
942,935 |
$24,177,000 |
321,071 |
|
SigFig Wealth Management LLC |
20 |
- |
2023-12-31 |
943,121 |
$23,790,000 |
-265,908 |
|
Leading Edge Financial Planning LLC |
2 |
- |
2023-12-31 |
899,715 |
$23,069,000 |
287,148 |
|
WALLER FINANCIAL PLANNING GROUP INC |
6 |
- |
2024-03-31 |
912,009 |
$23,056,000 |
-2,171 |
|
Financial Strategies Group Inc. |
3 |
- |
2024-03-31 |
921,093 |
$23,055,000 |
272,310 |
|
Bristlecone Advisors LLC |
|
- |
2023-12-31 |
896,216 |
$22,979,000 |
-58,236 |
|
JANNEY MONTGOMERY SCOTT LLC |
263 |
- |
2023-12-31 |
891,563 |
$22,860,000 |
-25,426 |
|
Heartwood Wealth Advisors LLC |
11 |
- |
2024-03-31 |
891,977 |
$22,549,000 |
67,315 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
27 |
- |
2023-12-31 |
862,593 |
$22,117,000 |
98,650 |
|
MML INVESTORS SERVICES LLC |
215 |
- |
2023-12-31 |
842,426 |
$21,600,000 |
68,748 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
832,719 |
$21,351,000 |
65,689 |
|
TRUEFG LLC |
5 |
- |
2023-12-31 |
820,667 |
$21,042,000 |
45,525 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
5 |
- |
2023-12-31 |
800,578 |
$20,527,000 |
-86,642 |
|
BANK OF NEW YORK MELLON CORP |
1582 |
- |
2023-12-31 |
791,266 |
$20,288,000 |
7,266 |
|
PFS INVESTMENTS INC. |
90 |
- |
2023-06-30 |
778,200 |
$19,743,000 |
73,179 |
|
BANK OF AMERICA CORP /DE/ |
1801 |
- |
2023-12-31 |
768,542 |
$19,705,000 |
-447,828 |
|
Trinity Wealth Management LLC |
1 |
- |
2024-03-31 |
768,864 |
$19,437,000 |
170,065 |
|
Garrett Wealth Advisory Group LLC |
3 |
- |
2023-12-31 |
756,398 |
$19,394,000 |
50,787 |
|
Banco Santander S.A. |
63 |
- |
2023-12-31 |
743,442 |
$19,062,000 |
213,486 |
|
Baird Financial Group Inc. |
327 |
*New |
2023-12-31 |
734,389 |
$18,830,000 |
734,389 |
|
CREATIVE PLANNING |
260 |
- |
2023-12-31 |
703,821 |
$18,046,000 |
-67,172 |
|
Bensler LLC |
|
- |
2023-12-31 |
677,448 |
$17,370,000 |
75,878 |
|
IHT Wealth Management LLC |
19 |
- |
2023-12-31 |
675,545 |
$17,321,000 |
-12,947 |
|
MARINER WEALTH ADVISORS, LLC |
335 |
- |
2023-12-31 |
660,054 |
$16,924,000 |
64,988 |
|
Resources Investment Advisors Inc. |
74 |
- |
2023-12-31 |
650,192 |
$16,671,000 |
-22,685 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
275 |
- |
2023-12-31 |
644,600 |
$16,528,000 |
60,635 |
|
Larson Financial Group LLC |
12 |
- |
2023-12-31 |
644,054 |
$16,514,000 |
-1,151 |
|
RSM US WEALTH MANAGEMENT LLC |
51 |
- |
2023-12-31 |
635,547 |
$16,295,000 |
-35,208 |
|
Rinkey Investments |
4 |
- |
2023-12-31 |
621,531 |
$15,936,000 |
-10,644 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
55 |
- |
2023-12-31 |
620,215 |
$15,902,000 |
-11,877 |
|
Integrated Wealth Concepts LLC |
94 |
- |
2023-12-31 |
599,899 |
$15,381,000 |
503,800 |
|
Feltz Wealth PLAN Inc. |
9 |
- |
2023-12-31 |
593,195 |
$15,210,000 |
20,590 |
|
FINANCIAL NETWORK |
245 |
- |
2023-12-31 |
582,277 |
$14,930,000 |
55,862 |
|
Levy Wealth Management Group LLC |
6 |
- |
2024-03-31 |
566,685 |
$14,530,000 |
0 |
|
Pinnacle Wealth Planning Services Inc. |
7 |
- |
2023-12-31 |
551,114 |
$14,131,000 |
38,905 |
|
Beaumont Capital Management LLC |
1 |
- |
2023-12-31 |
531,372 |
$13,624,000 |
-3,915 |
|
Rockefeller Capital Management L.P. |
378 |
- |
2023-12-31 |
526,481 |
$13,499,000 |
401,183 |
|
Bull Oak Capital LLC |
5 |
- |
2024-03-31 |
528,340 |
$13,356,000 |
334,226 |
|
Tidemark LLC |
2 |
- |
2023-12-31 |
519,999 |
$13,333,000 |
0 |
|
AIFG Consultants Ltd. |
3 |
- |
2023-12-31 |
516,401 |
$13,241,000 |
72,871 |
|
WCG Wealth Advisors LLC |
31 |
- |
2023-12-31 |
505,872 |
$12,971,000 |
-57,473 |
|
TrueWealth Advisors LLC |
2 |
- |
2023-12-31 |
503,362 |
$12,906,000 |
21,159 |
|
Astoria Strategic Wealth Inc. |
7 |
- |
2023-12-31 |
498,386 |
$12,779,000 |
-11,495 |
|
CUTLER INVESTMENT COUNSEL LLC |
19 |
- |
2023-12-31 |
494,925 |
$12,690,000 |
467,183 |
|
OneAscent Financial Services LLC |
12 |
- |
2024-03-31 |
497,384 |
$12,574,000 |
-59,922 |
|
Aveo Capital Partners LLC |
14 |
- |
2023-12-31 |
490,337 |
$12,572,000 |
270,732 |
|
Weitzel Financial Services Inc. |
5 |
- |
2024-03-31 |
502,183 |
$12,568,000 |
101,704 |
|
Aspire Private Capital LLC |
8 |
- |
2024-03-31 |
487,155 |
$12,315,000 |
20,584 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
173 |
- |
2023-12-31 |
456,460 |
$11,704,000 |
-20,655 |
|
HORIZON INVESTMENTS, LLC/SC |
45 |
- |
2023-12-31 |
456,075 |
$11,694,000 |
20,263 |
|
Rockbridge Investment Management LCC |
15 |
- |
2023-12-31 |
455,412 |
$11,677,000 |
206,116 |
|
|
100 Records found
|
1
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