|
Institutional
Holders
Total
Institutions:
|
581 52 |
|
Total
shares held :
|
88,393,802 |
|
% of shares
held :
|
98.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
221 |
|
Amount
of shares held :
|
13,115,898 |
|
% of shares
held change :
|
14.57% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
82
|
4,981,252
|
5.64%
|
|
|
Increased
Positions : |
292
|
11,582,950
|
13.1%
|
|
|
Unchanged
Positions : |
84
|
2,960,144
|
3.35%
|
|
|
Decreased
Positions : |
123
|
-2,734,025
|
-3.09%
|
|
|
Closed
Positions : |
30
|
-714,279
|
-0.81%
|
|
|
Guru
Positions : |
2
|
17,450
|
0.02%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
249 |
- |
2023-12-31 |
8,483,964 |
$720,034,000 |
1,361,628 |
|
MORGAN STANLEY |
302 |
- |
2023-12-31 |
7,707,024 |
$654,095,000 |
923,811 |
|
LPL FINANCIAL CORP |
53 |
- |
2023-12-31 |
6,982,611 |
$592,614,000 |
1,478,248 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
47 |
- |
2024-03-31 |
3,247,417 |
$291,943,000 |
359,915 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
47 |
- |
2024-03-31 |
2,459,308 |
$221,092,000 |
119,262 |
|
RAYMOND JAMES & ASSOCIATES |
121 |
- |
2024-03-31 |
2,367,879 |
$212,872,000 |
96,603 |
|
WELLS FARGO & CO/MN |
274 |
- |
2023-12-31 |
2,438,183 |
$206,929,000 |
305,404 |
|
AMERIPRISE FINANCIAL INC |
331 |
- |
2023-12-31 |
2,245,310 |
$191,113,000 |
6,233 |
|
UBS Group AG |
287 |
- |
2023-12-31 |
1,922,189 |
$163,136,000 |
802,983 |
|
CWM LLC |
43 |
- |
2024-03-31 |
1,007,701 |
$90,592,000 |
247,541 |
|
JNBA FINANCIAL ADVISORS |
2 |
- |
2024-03-31 |
790,994 |
$71,110,000 |
23,563 |
|
ENVESTNET ASSET MANAGEMENT INC |
493 |
- |
2023-12-31 |
818,945 |
$69,504,000 |
2,494 |
|
Private Advisor Group LLC |
32 |
- |
2024-03-31 |
714,172 |
$64,204,000 |
148,162 |
|
Brookstone Capital Management |
16 |
- |
2024-03-31 |
701,363 |
$63,053,000 |
64,633 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
133 |
- |
2024-03-31 |
699,209 |
$62,859,000 |
17,057 |
|
OBERMEYER ASSET MANAGEMENT CO |
6 |
- |
2023-12-31 |
702,009 |
$59,579,000 |
56,437 |
|
Davidson Capital Management Inc. |
1 |
- |
2023-12-31 |
684,657 |
$58,107,000 |
16,363 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
155 |
- |
2023-12-31 |
646,847 |
$54,898,000 |
35,386 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
6 |
- |
2023-12-31 |
646,167 |
$54,840,000 |
41,628 |
|
HIGHTOWER ADVISORS, LLC |
240 |
- |
2023-12-31 |
603,465 |
$51,222,000 |
232,568 |
|
ROYAL BANK OF CANADA |
696 |
- |
2023-12-31 |
593,528 |
$50,371,000 |
171,982 |
|
SFMG, LLC |
6 |
- |
2023-12-31 |
591,677 |
$50,216,000 |
2,185 |
|
PRUDENTIAL CORP PLC |
28 |
- |
2023-12-31 |
559,523 |
$47,487,000 |
553,070 |
|
Apexium Financial LP |
5 |
- |
2024-03-31 |
504,190 |
$45,327,000 |
13,245 |
|
OHE FINANCIAL INC |
1 |
- |
2023-12-31 |
521,097 |
$44,225,000 |
30,981 |
|
Whitaker-Myers Wealth Managers LTD. |
1 |
- |
2024-03-31 |
487,438 |
$43,821,000 |
22,478 |
|
First International Bank & Trust |
2 |
- |
2024-03-31 |
462,730 |
$41,599,000 |
138,577 |
|
REGATTA CAPITAL GROUP LLC |
1 |
- |
2024-03-31 |
444,885 |
$39,995,000 |
11,982 |
|
FINANCIAL MANAGEMENT NETWORK INC |
1 |
- |
2024-03-31 |
452,470 |
$39,460,000 |
5,388 |
|
Tanager Wealth Management LLP |
3 |
- |
2024-03-31 |
420,291 |
$37,784,000 |
25,800 |
|
Retirement Network |
1 |
- |
2023-12-31 |
428,050 |
$36,329,000 |
17,955 |
|
Sequoia Financial Advisors LLC |
53 |
- |
2024-03-31 |
380,157 |
$34,176,000 |
1,505 |
|
FINANCIAL NETWORK |
113 |
- |
2023-12-31 |
379,833 |
$32,236,000 |
56,363 |
|
Harbor Group Inc. |
4 |
- |
2024-03-31 |
353,161 |
$31,749,000 |
13,627 |
|
CEERA INVESTMENTS LLC |
1 |
- |
2023-12-31 |
371,840 |
$31,558,000 |
21,654 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
6 |
- |
2023-12-31 |
358,234 |
$30,403,000 |
25,057 |
|
Geneos Wealth Management Inc. |
8 |
- |
2024-03-31 |
335,344 |
$30,147,000 |
3,897 |
|
TOMPKINS FINANCIAL CORP |
5 |
- |
2024-03-31 |
334,261 |
$30,050,000 |
17,738 |
|
STEPHENS INC /AR/ |
41 |
- |
2023-12-31 |
350,129 |
$29,715,000 |
98,139 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
343,411 |
$29,145,000 |
100,182 |
|
PALO ALTO WEALTH ADVISORS LLC |
1 |
- |
2024-03-31 |
321,633 |
$28,915,000 |
16,615 |
|
Planned Solutions Inc. |
1 |
- |
2024-03-31 |
296,303 |
$26,638,000 |
1,628 |
|
MML INVESTORS SERVICES LLC |
198 |
- |
2023-12-31 |
286,192 |
$24,289,000 |
13,881 |
|
SUMMIT ASSET MANAGEMENT, LLC |
5 |
- |
2023-12-31 |
285,229 |
$24,207,000 |
4,212 |
|
Activest Wealth Management |
3 |
- |
2024-03-31 |
251,726 |
$22,630,000 |
7,884 |
|
JANNEY MONTGOMERY SCOTT LLC |
302 |
- |
2024-03-31 |
246,674 |
$22,176,000 |
36,458 |
|
Sigma Planning Corp |
20 |
- |
2024-03-31 |
242,556 |
$21,806,000 |
120,020 |
|
MinichMacGregor Wealth Management LLC |
2 |
- |
2024-03-31 |
243,906 |
$21,764,000 |
26,596 |
|
MCCORMACK ADVISORS INTERNATIONAL |
74 |
- |
2023-12-31 |
254,546 |
$21,603,000 |
28,438 |
|
Stratos Wealth Partners LTD. |
47 |
- |
2024-03-31 |
238,709 |
$21,460,000 |
45,916 |
|
DAVENPORT & CO LLC |
150 |
- |
2024-03-31 |
232,294 |
$20,883,000 |
59,100 |
|
New England Private Wealth Advisors LLC |
6 |
- |
2023-12-31 |
244,028 |
$20,710,000 |
70,630 |
|
Beaumont Financial Advisors LLC |
19 |
- |
2023-12-31 |
238,886 |
$20,274,000 |
60,133 |
|
HANSON MCCLAIN, INC. |
70 |
- |
2024-03-31 |
218,959 |
$19,684,000 |
67,969 |
|
Harbour Trust & Investment Management Co |
7 |
- |
2024-03-31 |
216,150 |
$19,432,000 |
7,393 |
|
TAP Consulting LLC |
2 |
- |
2024-03-31 |
210,902 |
$18,960,000 |
108,006 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
48 |
- |
2024-03-31 |
209,015 |
$18,790,000 |
100,873 |
|
ROUNDVIEW CAPITAL LLC |
11 |
- |
2023-12-31 |
216,917 |
$18,410,000 |
35,493 |
|
GeoWealth Management LLC |
9 |
- |
2023-12-31 |
209,432 |
$17,775,000 |
205,979 |
|
Core Wealth Advisors Inc. |
3 |
- |
2023-12-31 |
207,983 |
$17,652,000 |
3,310 |
|
Buttonwood Financial Advisors Inc. |
1 |
- |
2024-03-31 |
194,827 |
$17,515,000 |
9,229 |
|
Aspen Wealth Strategies LLC |
2 |
- |
2023-12-31 |
204,329 |
$17,341,000 |
193,710 |
|
Dynamic Advisors Solutions LLC |
32 |
- |
2024-03-31 |
189,569 |
$17,042,000 |
17,237 |
|
PATTON ALBERTSON & MILLER, LLC |
4 |
- |
2024-03-31 |
188,140 |
$16,914,000 |
55,906 |
|
Wealthcare Advisory Partners LLC |
42 |
- |
2024-03-31 |
182,641 |
$16,419,000 |
21,617 |
|
Ethos Financial Group LLC |
3 |
- |
2023-12-31 |
189,108 |
$16,050,000 |
41,982 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
2 |
- |
2023-06-30 |
200,701 |
$16,014,000 |
154,319 |
|
PROSPERA FINANCIAL SERVICES |
35 |
- |
2023-12-31 |
186,365 |
$15,817,000 |
40,004 |
|
Kestra Advisory Services LLC |
173 |
- |
2023-12-31 |
182,644 |
$15,501,000 |
7,013 |
|
Darrow Company Inc. |
2 |
- |
2024-03-31 |
172,066 |
$15,469,000 |
8,395 |
|
Feltz Wealth PLAN Inc. |
8 |
- |
2023-12-31 |
180,089 |
$15,284,000 |
5,743 |
|
MISSION WEALTH MANAGEMENT LLC |
35 |
- |
2024-03-31 |
163,386 |
$14,688,000 |
156,758 |
|
Goss Wealth Management LLC |
157 |
- |
2023-12-31 |
172,093 |
$14,535,000 |
10,653 |
|
Steward Partners Investment Advisory LLC |
114 |
- |
2023-12-31 |
168,133 |
$14,269,000 |
10,829 |
|
CITIGROUP INC |
708 |
- |
2023-12-31 |
166,899 |
$14,165,000 |
25,340 |
|
Standard Life Aberdeen plc |
485 |
- |
2023-12-31 |
161,269 |
$13,687,000 |
35,904 |
|
EP WEALTH ADVISORS, INC. |
93 |
- |
2023-12-31 |
159,422 |
$13,530,000 |
150,806 |
|
CENTAURUS FINANCIAL INC. |
15 |
- |
2023-12-31 |
150,932 |
$12,810,000 |
135,247 |
|
CREATIVE PLANNING |
335 |
- |
2023-12-31 |
148,270 |
$12,584,000 |
43,482 |
|
Philip James Wealth Mangement LLC |
2 |
- |
2024-03-31 |
138,869 |
$12,484,000 |
6,645 |
|
US FINANCIAL ADVISORS LLC |
5 |
- |
2023-12-31 |
142,099 |
$12,060,000 |
4,157 |
|
Zurich Insurance Group Ltd/FI |
121 |
- |
2023-12-31 |
143,169 |
$11,998,000 |
1,639 |
|
Kathleen S. Wright Associates Inc. |
4 |
- |
2024-03-31 |
132,939 |
$11,951,000 |
8,955 |
|
BKA Wealth Consulting Inc. |
1 |
- |
2024-03-31 |
132,680 |
$11,928,000 |
6,971 |
|
IWAMOTO KONG & CO INC |
18 |
- |
2023-12-31 |
140,145 |
$11,894,000 |
1,825 |
|
J P MORGAN CHASE & CO |
1933 |
- |
2023-12-31 |
135,616 |
$11,510,000 |
28,969 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
5 |
- |
2024-03-31 |
124,408 |
$11,184,000 |
39,353 |
|
AE Wealth Management LLC |
371 |
- |
2023-12-31 |
130,693 |
$11,049,000 |
84,168 |
|
ANCORA ADVISORS, LLC |
71 |
- |
2023-12-31 |
130,016 |
$11,034,000 |
97,287 |
|
Alpha Omega Group Inc. |
1 |
- |
2023-12-31 |
129,559 |
$10,996,000 |
2,013 |
|
Atria Wealth Solutions Inc. |
157 |
- |
2023-12-31 |
126,908 |
$10,771,000 |
24,620 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
24 |
- |
2023-12-31 |
118,026 |
$10,016,000 |
13,667 |
|
Equitable Holdings Inc. |
137 |
- |
2023-12-31 |
117,631 |
$9,983,000 |
15,755 |
|
Fiduciary Planning LLC |
8 |
- |
2024-03-31 |
110,708 |
$9,953,000 |
2,765 |
|
CI Private Wealth LLC |
527 |
- |
2023-12-31 |
114,839 |
$9,746,000 |
5,737 |
|
Baird Financial Group Inc. |
466 |
- |
2023-12-31 |
110,336 |
$9,364,000 |
3,790 |
|
Farrow Financial Inc. |
4 |
- |
2024-03-31 |
102,742 |
$9,237,000 |
1,535 |
|
Aspire Wealth Management Corp |
2 |
- |
2024-03-31 |
102,600 |
$9,224,000 |
5,172 |
|
Cornerstone Advisory LLP |
19 |
- |
2023-12-31 |
108,631 |
$9,220,000 |
16,548 |
|
Objectivity Squared LLC |
5 |
- |
2024-03-31 |
106,019 |
$9,217,000 |
36,878 |
|
|
100 Records found
|
1
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