|
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 :
|
|
|
0.25 (1.02%) |
|
|
|
|
|
|
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 |
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 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
9,954,072 |
$251,639,000 |
2,950,659 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
8,348,299 |
$214,050,000 |
90,261 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
4 |
- |
2024-03-31 |
7,280,757 |
$184,057,000 |
317,882 |
|
ARGI INVESTMENT SERVICES, LLC |
3 |
- |
2022-12-31 |
6,590,529 |
$165,620,000 |
93,547 |
|
WEALTHSOURCE PARTNERS LLC |
2 |
- |
2023-12-31 |
4,068,854 |
$104,325,000 |
16,624 |
|
SYON CAPITAL LLC |
1 |
- |
2023-12-31 |
3,470,955 |
$88,995,000 |
3,264,288 |
|
Tobias Financial Advisors Inc. |
|
- |
2024-03-31 |
2,951,154 |
$74,605,000 |
165,967 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
6 |
- |
2023-12-31 |
2,786,841 |
$71,455,000 |
2,769,050 |
|
PMFM INC. |
8 |
- |
2023-12-31 |
2,750,486 |
$70,522,000 |
128,009 |
|
Good Life Advisors LLC |
|
- |
2024-03-31 |
2,522,012 |
$63,756,000 |
66,165 |
|
Equitable Holdings Inc. |
30 |
- |
2023-12-31 |
2,256,640 |
$57,860,000 |
1,184,080 |
|
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 |
|
Wealthcare Advisory Partners LLC |
8 |
- |
2024-03-31 |
1,947,390 |
$49,230,000 |
178,031 |
|
Trilogy Capital Inc. |
5 |
- |
2024-03-31 |
1,924,135 |
$48,642,000 |
45,600 |
|
BB&T CORP |
246 |
- |
2023-12-31 |
1,729,919 |
$44,355,000 |
100,688 |
|
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 |
|
US BANCORP |
220 |
- |
2023-12-31 |
1,360,957 |
$34,895,000 |
710,574 |
|
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 |
|
Leading Edge Financial Planning LLC |
|
- |
2024-03-31 |
1,142,469 |
$28,882,000 |
242,754 |
|
AE Wealth Management LLC |
172 |
- |
2023-12-31 |
1,016,321 |
$25,743,000 |
188,222 |
|
Bristlecone Advisors LLC |
10 |
- |
2024-03-31 |
978,810 |
$24,744,000 |
82,594 |
|
Envestnet Portfolio Solutions Inc. |
108 |
- |
2023-12-31 |
942,935 |
$24,177,000 |
321,071 |
|
Financial Strategies Group Inc. |
3 |
- |
2024-03-31 |
921,093 |
$23,055,000 |
272,310 |
|
Heartwood Wealth Advisors LLC |
11 |
- |
2024-03-31 |
891,977 |
$22,549,000 |
67,315 |
|
Clear Creek Financial Management LLC |
5 |
- |
2024-03-31 |
887,711 |
$22,441,000 |
493,427 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
27 |
- |
2023-12-31 |
862,593 |
$22,117,000 |
98,650 |
|
TRUEFG LLC |
5 |
- |
2024-03-31 |
862,070 |
$21,793,000 |
41,403 |
|
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 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
7 |
- |
2024-03-31 |
839,033 |
$21,211,000 |
38,455 |
|
Bensler LLC |
|
- |
2024-03-31 |
783,134 |
$19,798,000 |
105,686 |
|
PFS INVESTMENTS INC. |
90 |
- |
2023-06-30 |
778,200 |
$19,743,000 |
73,179 |
|
Trinity Wealth Management LLC |
1 |
- |
2024-03-31 |
768,864 |
$19,437,000 |
170,065 |
|
Banco Santander S.A. |
63 |
- |
2023-12-31 |
743,442 |
$19,062,000 |
213,486 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
289 |
- |
2024-03-31 |
686,552 |
$17,356,000 |
41,952 |
|
Larson Financial Group LLC |
|
- |
2024-03-31 |
680,754 |
$17,209,000 |
36,700 |
|
MONEY CONCEPTS CAPITAL CORP |
9 |
- |
2024-03-31 |
679,958 |
$17,189,000 |
438,517 |
|
MARINER WEALTH ADVISORS, LLC |
335 |
- |
2023-12-31 |
660,054 |
$16,924,000 |
64,988 |
|
Rinkey Investments |
|
- |
2024-03-31 |
627,882 |
$15,873,000 |
6,351 |
|
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 |
|
Pinnacle Wealth Planning Services Inc. |
7 |
- |
2023-12-31 |
551,114 |
$14,131,000 |
38,905 |
|
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 |
|
AIFG Consultants Ltd. |
3 |
- |
2023-12-31 |
516,401 |
$13,241,000 |
72,871 |
|
CUTLER INVESTMENT COUNSEL LLC |
|
- |
2024-03-31 |
511,255 |
$12,925,000 |
16,330 |
|
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 |
|
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 |
|
Eldridge Investment Advisors Inc. |
7 |
- |
2023-12-31 |
455,296 |
$11,674,000 |
183,006 |
|
Americana Partners LLC |
|
- |
2023-12-31 |
453,106 |
$11,624,000 |
55,481 |
|
Northeast Financial Group Inc. |
7 |
- |
2024-03-31 |
426,256 |
$10,776,000 |
40,202 |
|
CAPTRUST FINANCIAL ADVISORS |
373 |
- |
2023-12-31 |
387,482 |
$9,935,000 |
84,855 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
374,153 |
$9,593,000 |
308,705 |
|
ZACKS INVESTMENT MANAGEMENT |
151 |
- |
2023-12-31 |
360,877 |
$9,253,000 |
316,609 |
|
LWMG LLC |
|
- |
2024-03-31 |
341,405 |
$8,631,000 |
8,003 |
|
TSFG LLC |
10 |
- |
2024-03-31 |
341,151 |
$8,624,000 |
326,659 |
|
VisionPoint Advisory Group LLC |
3 |
- |
2023-12-31 |
326,386 |
$8,369,000 |
19,342 |
|
Burt Wealth Advisors |
14 |
- |
2024-03-31 |
330,022 |
$8,343,000 |
287 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
324,300 |
$8,198,000 |
324,300 |
|
CAHABA WEALTH MANAGEMENT INC. |
16 |
- |
2024-03-31 |
321,372 |
$8,124,000 |
2,357 |
|
Security Financial Services INC. |
17 |
- |
2024-03-31 |
296,968 |
$7,507,000 |
4,032 |
|
Alliance Wealth Management Group |
|
- |
2024-03-31 |
293,870 |
$7,429,000 |
4,679 |
|
PURE FINANCIAL ADVISORS, INC. |
57 |
- |
2024-03-31 |
288,651 |
$7,297,000 |
4,912 |
|
Tennessee Valley Asset Management Partners |
10 |
- |
2024-03-31 |
286,269 |
$7,237,000 |
32,762 |
|
Stewardship Advisors LLC |
9 |
- |
2024-03-31 |
278,534 |
$7,041,000 |
128,141 |
|
YCMNET ADVISORS INC |
81 |
- |
2023-12-31 |
273,697 |
$7,018,000 |
191,253 |
|
Cetera Investment Advisers |
332 |
- |
2023-12-31 |
272,830 |
$6,995,000 |
40,725 |
|
Orion Portfolio Solutions LLC |
241 |
- |
2023-12-31 |
267,243 |
$6,804,000 |
168,391 |
|
Arete Wealth Advisors LLC |
39 |
- |
2023-12-31 |
257,291 |
$6,597,000 |
245,256 |
|
ERn Financial LLC |
26 |
- |
2024-03-31 |
251,707 |
$6,363,000 |
2,570 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1035 |
- |
2024-03-31 |
245,960 |
$6,218,000 |
10,221 |
|
APPLETON PARTNERS INC/MA |
70 |
- |
2024-03-31 |
238,874 |
$6,039,000 |
22,772 |
|
Wealth Alliance Advisory Group LLC |
19 |
- |
2024-03-31 |
235,084 |
$5,943,000 |
17,781 |
|
TOWNSQUARE CAPITAL LLC |
201 |
- |
2023-12-31 |
219,488 |
$5,628,000 |
4,199 |
|
Kure Advisory LLC |
9 |
- |
2023-12-31 |
218,947 |
$5,614,000 |
16,028 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
203,364 |
$5,141,000 |
3,471 |
|
Lunt Capital Management Inc. |
11 |
- |
2024-03-31 |
202,853 |
$5,128,000 |
29,162 |
|
JONES FINANCIAL COMPANIES LLLP |
135 |
- |
2023-12-31 |
196,282 |
$5,033,000 |
21,108 |
|
Valtinson Bruner Financial Planning LLC |
|
- |
2024-03-31 |
193,319 |
$4,887,000 |
141,452 |
|
GeoWealth Management LLC |
65 |
- |
2023-12-31 |
189,434 |
$4,858,000 |
55,234 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2324 |
- |
2023-12-31 |
188,353 |
$4,829,000 |
188,353 |
|
Northwest Capital Management Inc |
15 |
- |
2024-03-31 |
190,654 |
$4,820,000 |
1,982 |
|
Fullen Financial Group |
11 |
- |
2023-03-31 |
176,764 |
$4,571,000 |
1,291 |
|
CITIGROUP INC |
1150 |
- |
2023-12-31 |
178,006 |
$4,564,000 |
177,083 |
|
STIFEL FINANCIAL CORP |
1157 |
- |
2023-12-31 |
176,458 |
$4,524,000 |
3,630 |
|
Global Retirement Partners LLC |
130 |
- |
2024-03-31 |
178,901 |
$4,523,000 |
17,916 |
|
Zhang Financial LLC |
45 |
- |
2024-03-31 |
166,365 |
$4,206,000 |
85,911 |
|
USAdvisors Wealth Management LLC |
22 |
- |
2024-03-31 |
160,674 |
$4,071,000 |
22,568 |
|
JT Stratford LLC |
23 |
- |
2023-12-31 |
157,611 |
$4,041,000 |
12,093 |
|
|
100 Records found
|
1
|
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