|
Institutional
Holders
Total
Institutions:
|
354 16 |
|
Total
shares held :
|
61,669,442 |
|
% of shares
held :
|
49.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-86 |
|
Amount
of shares held :
|
-4,066,961 |
|
% of shares
held change :
|
-3.27% |
|
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 |
MORGAN STANLEY |
337 |
- |
2023-12-31 |
12,278,558 |
$593,300,000 |
-108,980 |
|
LPL FINANCIAL CORP |
112 |
- |
2023-12-31 |
6,045,937 |
$292,140,000 |
-186,400 |
|
WELLS FARGO & CO/MN |
269 |
- |
2023-12-31 |
4,406,887 |
$212,941,000 |
-228,381 |
|
UBS Group AG |
272 |
- |
2023-12-31 |
3,498,247 |
$169,035,000 |
-199,684 |
|
ROYAL BANK OF CANADA |
430 |
- |
2023-12-31 |
2,361,568 |
$114,110,000 |
620,865 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
135 |
- |
2023-12-31 |
2,086,256 |
$100,808,000 |
206,876 |
|
BANK OF AMERICA CORP /DE/ |
970 |
- |
2023-12-31 |
1,523,414 |
$73,611,000 |
-92,703 |
|
ENVESTNET ASSET MANAGEMENT INC |
505 |
- |
2023-12-31 |
1,389,185 |
$67,125,000 |
-98,441 |
|
FIRST TRUST ADVISORS LP |
420 |
- |
2023-12-31 |
1,094,917 |
$52,906,000 |
-92,019 |
|
Advisor Group Holdings Inc. |
213 |
- |
2023-12-31 |
1,019,217 |
$49,258,000 |
-170,109 |
|
STIFEL FINANCIAL CORP |
291 |
- |
2023-12-31 |
1,000,186 |
$48,329,000 |
-152,029 |
|
Berger Financial Group Inc |
4 |
- |
2024-03-31 |
826,865 |
$39,896,000 |
289,877 |
|
RAYMOND JAMES & ASSOCIATES |
473 |
- |
2023-12-31 |
797,809 |
$38,550,000 |
-134,620 |
|
Csenge Advisory Group |
8 |
- |
2023-12-31 |
638,118 |
$30,834,000 |
21,841 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
359 |
- |
2023-12-31 |
562,725 |
$27,191,000 |
-148,942 |
|
Global Assets Advisory LLC |
18 |
- |
2024-03-31 |
1,290,892 |
$26,860,000 |
1,263,932 |
|
American Financial Advisors LLC |
10 |
- |
2023-12-31 |
535,882 |
$25,894,000 |
-10,318 |
|
Concurrent Investment Advisors LLC |
10 |
- |
2023-12-31 |
512,284 |
$24,754,000 |
0 |
|
Trilogy Capital Inc. |
23 |
- |
2024-03-31 |
471,010 |
$22,726,000 |
450,479 |
|
Petix & Botte Co |
4 |
- |
2023-12-31 |
462,110 |
$22,329,000 |
1,639 |
|
STEPHENS INC /AR/ |
74 |
- |
2023-12-31 |
411,375 |
$19,878,000 |
9,214 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
284 |
- |
2023-12-31 |
410,815 |
$19,850,000 |
76,178 |
|
HIGHTOWER ADVISORS, LLC |
476 |
- |
2023-12-31 |
395,489 |
$19,092,000 |
8,673 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
242 |
- |
2023-12-31 |
387,766 |
$18,737,000 |
58,656 |
|
SEARCY FINANCIAL SERVICES INC /ADV |
5 |
- |
2024-03-31 |
379,817 |
$18,326,000 |
-25,115 |
|
Cetera Investment Advisers |
134 |
- |
2023-12-31 |
372,861 |
$18,017,000 |
-950,426 |
|
FINANCIAL NETWORK |
212 |
- |
2023-12-31 |
361,383 |
$17,462,000 |
-149,132 |
|
Baird Financial Group Inc. |
343 |
- |
2023-12-31 |
357,284 |
$17,264,000 |
80,866 |
|
OBERMEYER ASSET MANAGEMENT CO |
32 |
- |
2023-12-31 |
326,471 |
$15,775,000 |
-11,602 |
|
AE Wealth Management LLC |
299 |
- |
2023-12-31 |
309,458 |
$14,897,000 |
-72,170 |
|
TL Private Wealth |
6 |
- |
2024-03-31 |
304,795 |
$14,639,000 |
-5,154 |
|
RENAISSANCE TECHNOLOGIES LLC |
765 |
- |
2023-12-31 |
302,669 |
$14,625,000 |
111,493 |
|
TD CAPITAL MANAGEMENT LLC |
17 |
- |
2023-12-31 |
301,297 |
$14,559,000 |
-2,749 |
|
Private Advisor Group LLC |
172 |
- |
2023-12-31 |
298,208 |
$14,409,000 |
44,412 |
|
BB&T CORP |
499 |
- |
2023-12-31 |
294,483 |
$14,229,000 |
-308,187 |
|
ERn Financial LLC |
9 |
- |
2024-03-31 |
290,236 |
$14,004,000 |
15,691 |
|
TAP Consulting LLC |
4 |
- |
2023-12-31 |
277,944 |
$13,430,000 |
198,145 |
|
Integrys Wealth Advisors LLC |
14 |
- |
2024-03-31 |
272,811 |
$13,163,000 |
-121,146 |
|
Financial Planning & Information Services Inc. |
16 |
- |
2023-12-31 |
271,201 |
$13,104,000 |
-2,830 |
|
Kestra Advisory Services LLC |
208 |
- |
2023-12-31 |
268,870 |
$12,992,000 |
-46,484 |
|
Aaron Wealth Advisors |
|
- |
2023-12-31 |
267,307 |
$12,916,000 |
85,415 |
|
CLIFFORD ASSOCIATES LLC |
68 |
- |
2024-03-31 |
256,309 |
$12,367,000 |
13,290 |
|
Weitzel Financial Services Inc. |
6 |
- |
2024-03-31 |
256,075 |
$12,302,000 |
-7,931 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
78 |
- |
2023-12-31 |
253,571 |
$12,253,000 |
438 |
|
Personal Resources Investment & Strategic Manageme |
12 |
- |
2024-03-31 |
251,667 |
$12,143,000 |
38,132 |
|
Harwood Advisory Group LLC |
7 |
- |
2023-12-31 |
238,786 |
$11,538,000 |
-20,118 |
|
Stratos Wealth Advisors LLC |
29 |
- |
2024-03-31 |
239,027 |
$11,533,000 |
7,711 |
|
IFP Advisors Inc |
33 |
- |
2023-12-31 |
235,234 |
$11,367,000 |
-188,820 |
|
RiverTree Advisors LLC |
2 |
- |
2024-03-31 |
232,924 |
$11,239,000 |
-2,498 |
|
CONDOR CAPITAL MANAGEMENT |
22 |
- |
2023-12-31 |
232,064 |
$11,213,000 |
-44,069 |
|
JANNEY MONTGOMERY SCOTT LLC |
471 |
- |
2023-12-31 |
231,771 |
$11,199,000 |
-11,734 |
|
Financial Enhancement Group LLC |
14 |
- |
2024-03-31 |
232,820 |
$11,129,000 |
-335,663 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
213,928 |
$10,337,000 |
80,405 |
|
Walkner Condon Financial Advisors LLC |
|
- |
2023-12-31 |
209,929 |
$10,144,000 |
-134,608 |
|
EWG Elevate Inc. |
3 |
- |
2024-03-31 |
209,050 |
$10,087,000 |
10,407 |
|
Kingsview Wealth Management LLC |
77 |
- |
2023-12-31 |
202,096 |
$9,765,000 |
55,880 |
|
H D Vest Advisory Services |
171 |
- |
2023-12-31 |
201,277 |
$9,726,000 |
23,477 |
|
Ameritas Advisory Services LLC |
47 |
- |
2023-12-31 |
198,520 |
$9,590,000 |
-39,450 |
|
MML INVESTORS SERVICES LLC |
385 |
- |
2023-12-31 |
196,768 |
$9,508,000 |
8,137 |
|
HARBOUR INVESTMENTS INC. |
42 |
- |
2023-12-31 |
195,941 |
$9,468,000 |
31,926 |
|
Miracle Mile Advisors LLC |
77 |
- |
2024-03-31 |
189,058 |
$9,122,000 |
26,561 |
|
Capital Financial Planning LLC |
6 |
- |
2023-09-30 |
191,888 |
$9,065,000 |
-6,151 |
|
PROSPERA FINANCIAL SERVICES |
71 |
- |
2023-12-31 |
187,257 |
$9,048,000 |
104,359 |
|
Envestnet Portfolio Solutions Inc. |
222 |
- |
2023-12-31 |
182,404 |
$8,814,000 |
17,467 |
|
TBH Global Asset Management LLC |
11 |
- |
2023-12-31 |
179,015 |
$8,650,000 |
-44,426 |
|
ATWOOD & PALMER INC |
46 |
- |
2024-03-31 |
175,740 |
$8,479,000 |
167,470 |
|
PFS Partners LLC |
5 |
- |
2024-03-31 |
167,219 |
$8,068,000 |
14,675 |
|
COMERICA BANK |
483 |
- |
2023-12-31 |
160,405 |
$7,751,000 |
763 |
|
Atlas Private Wealth Management |
4 |
- |
2024-03-31 |
159,628 |
$7,702,000 |
1,614 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
7 |
- |
2023-03-31 |
158,767 |
$7,600,000 |
-7,588 |
|
Stratos Wealth Partners LTD. |
174 |
- |
2024-03-31 |
148,068 |
$7,144,000 |
-6,737 |
|
Financial Advocates Investment Management |
53 |
- |
2023-12-31 |
146,844 |
$7,100,000 |
41,860 |
|
Rockefeller Capital Management L.P. |
555 |
- |
2023-12-31 |
141,177 |
$6,822,000 |
55,243 |
|
SSI INVESTMENT MANAGEMENT INC |
12 |
- |
2023-12-31 |
139,268 |
$6,729,000 |
-961 |
|
LexAurum Advisors LLC |
12 |
- |
2024-03-31 |
138,883 |
$6,701,000 |
-2,228 |
|
EdgeRock Capital LLC |
7 |
- |
2023-12-31 |
135,765 |
$6,556,000 |
135,765 |
|
Goss Wealth Management LLC |
286 |
- |
2023-12-31 |
135,085 |
$6,524,000 |
10,068 |
|
Nilsine Partners LLC |
|
- |
2023-12-31 |
127,835 |
$6,177,000 |
-17,893 |
|
TCP Asset Management LLC |
22 |
- |
2024-03-31 |
127,951 |
$6,174,000 |
30,825 |
|
Atria Wealth Solutions Inc. |
256 |
- |
2023-12-31 |
125,909 |
$6,084,000 |
-1,308 |
|
BELLEVUE ASSET MANAGEMENT LLC |
5 |
- |
2023-12-31 |
121,115 |
$5,852,000 |
-3,779 |
|
SUMMIT INVESTMENT ADVISORS INC |
67 |
- |
2023-12-31 |
117,809 |
$5,693,000 |
-3,225 |
|
Manhattan West Asset Management LLC |
17 |
- |
2023-12-31 |
115,831 |
$5,597,000 |
8,867 |
|
COCONUT GROVE BANK |
23 |
- |
2023-12-31 |
114,407 |
$5,528,000 |
-9,036 |
|
Independent Advisor Alliance |
88 |
- |
2023-12-31 |
113,962 |
$5,507,000 |
1,217 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
171 |
*New |
2023-12-31 |
113,680 |
$5,493,000 |
113,680 |
|
DAVIDSON D A & CO |
264 |
- |
2023-12-31 |
113,300 |
$5,475,000 |
-21,337 |
|
Snowden Capital Advisors LLC |
126 |
- |
2023-12-31 |
112,810 |
$5,451,000 |
-5,294 |
|
Integrated Wealth Concepts LLC |
225 |
- |
2023-12-31 |
111,841 |
$5,404,000 |
-8,311 |
|
Lunt Capital Management Inc. |
8 |
- |
2023-12-31 |
111,466 |
$5,386,000 |
-2,208 |
|
Visionary Wealth Advisors |
74 |
- |
2023-12-31 |
106,994 |
$5,170,000 |
-408 |
|
BANK OF NEW YORK MELLON CORP |
2355 |
- |
2023-12-31 |
106,818 |
$5,161,000 |
60,305 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
370 |
- |
2023-12-31 |
103,613 |
$5,007,000 |
35,815 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
295 |
- |
2023-12-31 |
100,105 |
$4,837,000 |
-184,125 |
|
Sigma Planning Corp |
51 |
- |
2023-12-31 |
94,625 |
$4,572,000 |
-120,324 |
|
Alpha Financial Advisors LLC |
11 |
- |
2023-12-31 |
92,542 |
$4,472,000 |
-2,927 |
|
CITIGROUP INC |
1174 |
- |
2023-12-31 |
90,433 |
$4,370,000 |
-12,313 |
|
Midwest Financial Group LLC |
8 |
- |
2024-03-31 |
88,223 |
$4,257,000 |
-698 |
|
MULTIFINANCIAL SECURITIES CORP |
314 |
- |
2023-12-31 |
87,974 |
$4,251,000 |
47,108 |
|
EQIS CAPITAL MANAGEMENT, INC. |
53 |
- |
2023-12-31 |
86,732 |
$4,191,000 |
81,136 |
|
|
100 Records found
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1
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