|
Institutional
Holders
Total
Institutions:
|
599 21 |
|
Total
shares held :
|
47,195,977 |
|
% of shares
held :
|
5.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-174 |
|
Amount
of shares held :
|
-3,470,957 |
|
% of shares
held change :
|
-0.42% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
39 |
- |
2023-12-31 |
7,143,076 |
$1,120,677,000 |
229,231 |
|
MERCER GLOBAL ADVISORS INC /ADV |
5 |
- |
2023-12-31 |
6,743,937 |
$1,058,056,000 |
198,308 |
|
RAYMOND JAMES & ASSOCIATES |
55 |
- |
2023-12-31 |
2,552,307 |
$400,431,000 |
-10,184 |
|
STATE TREASURER STATE OF MICHIGAN |
10 |
- |
2024-03-31 |
1,401,240 |
$262,522,000 |
-75,200 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
23 |
- |
2023-12-31 |
1,646,261 |
$258,282,000 |
61,978 |
|
MORGAN STANLEY |
734 |
- |
2023-12-31 |
1,366,907 |
$214,454,000 |
-32,204 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
32 |
- |
2024-03-31 |
1,052,751 |
$197,233,000 |
-2,246,096 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
1,143,615 |
$179,422,000 |
-25,182 |
|
SAVANT CAPITAL MANAGEMENT INC |
7 |
- |
2023-12-31 |
1,108,786 |
$173,957,000 |
100,463 |
|
ARGI INVESTMENT SERVICES, LLC |
2 |
- |
2022-12-31 |
1,149,454 |
$167,740,000 |
75,997 |
|
CWM LLC |
28 |
- |
2024-03-31 |
835,639 |
$156,557,000 |
-298,578 |
|
BANK OF AMERICA CORP /DE/ |
653 |
- |
2023-12-31 |
989,490 |
$155,241,000 |
-112,464 |
|
Ronald Blue Trust Inc. |
16 |
- |
2023-12-31 |
1,032,390 |
$144,225,000 |
-14,726 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
3 |
- |
2023-12-31 |
819,829 |
$128,623,000 |
33,816 |
|
BLACKROCK INC. |
1922 |
- |
2023-12-31 |
807,767 |
$126,731,000 |
-168,366 |
|
CI Private Wealth LLC |
121 |
- |
2023-12-31 |
656,220 |
$102,954,000 |
3,269 |
|
UBS Group AG |
435 |
- |
2023-12-31 |
591,037 |
$92,728,000 |
-31,534 |
|
FMR LLC |
1051 |
- |
2023-12-31 |
571,042 |
$89,591,000 |
-66,845 |
|
PNC FINANCIAL SERVICES GROUP INC |
181 |
- |
2023-12-31 |
565,851 |
$88,776,000 |
-32,142 |
|
LPL FINANCIAL CORP |
319 |
- |
2023-12-31 |
565,152 |
$88,667,000 |
-32,002 |
|
WELLS FARGO & CO/MN |
566 |
- |
2023-12-31 |
439,654 |
$68,977,000 |
47,792 |
|
AMERIPRISE FINANCIAL INC |
649 |
- |
2023-12-31 |
435,302 |
$68,331,000 |
-25,247 |
|
Symmetry Partner LLC |
1 |
- |
2024-03-31 |
332,585 |
$62,310,000 |
-204,067 |
|
Apella Capital LLC |
8 |
- |
2024-03-31 |
317,746 |
$59,072,000 |
-15,235 |
|
BANK OF NEW YORK MELLON CORP |
954 |
- |
2023-12-31 |
367,206 |
$57,611,000 |
-18,584 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
90 |
- |
2023-12-31 |
356,218 |
$55,887,000 |
-17,077 |
|
ROYAL BANK OF CANADA |
700 |
- |
2023-12-31 |
314,902 |
$49,404,000 |
-194,721 |
|
Trilogy Capital Inc. |
8 |
- |
2024-03-31 |
252,008 |
$47,214,000 |
-17,843 |
|
Advisor Group Holdings Inc. |
238 |
- |
2023-12-31 |
279,389 |
$43,845,000 |
-78,707 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
265 |
- |
2023-12-31 |
276,890 |
$43,441,000 |
-71,598 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
238 |
- |
2023-12-31 |
273,929 |
$42,977,000 |
-78,062 |
|
J P MORGAN CHASE & CO |
1168 |
- |
2023-12-31 |
268,661 |
$42,150,000 |
20,978 |
|
Armbruster Capital Management Inc. |
2 |
- |
2023-12-31 |
214,162 |
$33,600,000 |
-2,770 |
|
Kathmere Capital Management LLC |
5 |
- |
2024-03-31 |
175,485 |
$32,877,000 |
2,730 |
|
Resources Investment Advisors Inc. |
41 |
- |
2023-12-31 |
202,815 |
$31,820,000 |
30,293 |
|
Stonehearth Capital Management LLC |
2 |
- |
2024-03-31 |
169,805 |
$31,813,000 |
30,365 |
|
JANNEY MONTGOMERY SCOTT LLC |
201 |
- |
2023-12-31 |
196,504 |
$30,830,000 |
-1,856 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
243 |
- |
2023-12-31 |
195,241 |
$30,631,000 |
1,424 |
|
Integrated Wealth Concepts LLC |
32 |
- |
2023-12-31 |
194,696 |
$30,546,000 |
-57,263 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
7 |
- |
2023-12-31 |
188,917 |
$29,639,000 |
-64,098 |
|
Ameritas Advisory Services LLC |
8 |
- |
2023-12-31 |
185,765 |
$29,293,000 |
-25,675 |
|
AE Wealth Management LLC |
158 |
- |
2023-12-31 |
163,536 |
$27,335,000 |
59,916 |
|
Insight Wealth Strategies LLC |
4 |
- |
2024-03-31 |
133,485 |
$25,008,000 |
-13,304 |
|
PFS INVESTMENTS INC. |
82 |
- |
2023-06-30 |
161,364 |
$23,277,000 |
-206 |
|
CAPTRUST FINANCIAL ADVISORS |
225 |
- |
2023-12-31 |
137,070 |
$21,505,000 |
-2,059,297 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
114,699 |
$21,489,000 |
1,042 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
20 |
- |
2023-12-31 |
133,122 |
$20,886,000 |
756 |
|
Invst LLC |
9 |
- |
2023-12-31 |
119,165 |
$20,563,000 |
-54,155 |
|
CFO4Life Group LLC |
|
- |
2023-12-31 |
122,575 |
$19,231,000 |
310 |
|
OXFORD FINANCIAL GROUP LTD |
16 |
- |
2023-12-31 |
116,735 |
$18,315,000 |
-18,416 |
|
FINANCIAL NETWORK |
206 |
- |
2023-12-31 |
116,229 |
$18,235,000 |
-4,265 |
|
Wealth Management Solutions LLC |
2 |
- |
2023-09-30 |
128,632 |
$17,970,000 |
-2,846 |
|
Sensible Financial Planning & Management LLC. |
7 |
- |
2023-12-31 |
109,048 |
$17,109,000 |
-1,951 |
|
Bell Investment Advisors Inc |
8 |
- |
2023-12-31 |
107,638 |
$16,887,000 |
-8,554 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
16 |
- |
2023-12-31 |
105,343 |
$16,527,000 |
3,459 |
|
Glenview Trust Co |
67 |
- |
2023-12-31 |
102,700 |
$16,113,000 |
-16,348 |
|
Trinity Wealth Management LLC |
2 |
- |
2024-03-31 |
85,329 |
$15,986,000 |
-666 |
|
OPPENHEIMER & CO INC |
66 |
- |
2023-12-31 |
99,893 |
$15,672,000 |
-1,024 |
|
CFO4Life L.P. |
7 |
- |
2022-12-31 |
107,257 |
$15,652,000 |
72,903 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
301 |
- |
2023-12-31 |
90,948 |
$14,269,000 |
-46,283 |
|
Meredith Wealth Planning |
|
- |
2023-12-31 |
89,716 |
$14,076,000 |
-33,852 |
|
Journey Advisory Group LLC |
10 |
- |
2023-12-31 |
88,933 |
$13,953,000 |
-4,814 |
|
Summit Wealth Group LLC |
2 |
- |
2023-12-31 |
88,066 |
$13,817,000 |
1,690 |
|
Foundations Investment Advisors LLC |
58 |
- |
2023-12-31 |
81,119 |
$13,667,000 |
8,197 |
|
Foster Group Inc. |
30 |
- |
2024-03-31 |
72,923 |
$13,662,000 |
6,420 |
|
M&T BANK CORP |
277 |
- |
2023-12-31 |
78,261 |
$12,278,000 |
-17,647 |
|
Well Done LLC |
9 |
- |
2024-03-31 |
60,021 |
$11,245,000 |
-66,495 |
|
Private Advisor Group LLC |
220 |
- |
2023-12-31 |
70,815 |
$11,111,000 |
-3,163 |
|
Sanchez Wealth Management Group |
11 |
- |
2023-12-31 |
70,389 |
$11,043,000 |
-98 |
|
Q3 Asset Management |
7 |
*New |
2023-12-31 |
64,500 |
$10,857,000 |
64,500 |
|
MA Private Wealth |
|
- |
2023-12-31 |
67,402 |
$10,575,000 |
2,350 |
|
Consolidated Planning Corp |
10 |
- |
2023-12-31 |
65,128 |
$10,218,000 |
17,004 |
|
MML INVESTORS SERVICES LLC |
374 |
- |
2023-12-31 |
63,281 |
$9,928,000 |
-4,908 |
|
ARQ WEALTH ADVISORS LLC |
3 |
- |
2023-12-31 |
62,878 |
$9,865,000 |
10,080 |
|
Baird Financial Group Inc. |
450 |
- |
2023-12-31 |
62,621 |
$9,825,000 |
-218 |
|
Straight Path Wealth Management |
|
- |
2023-12-31 |
60,393 |
$9,475,000 |
4,865 |
|
FRANKLIN RESOURCES INC |
892 |
- |
2023-12-31 |
59,950 |
$9,406,000 |
16,611 |
|
TWO SIGMA INVESTMENTS LLC |
627 |
- |
2023-12-31 |
59,300 |
$9,304,000 |
-67,800 |
|
JMAC ENTERPRISES LLC |
|
- |
2023-12-31 |
58,494 |
$9,177,000 |
2,563 |
|
STIFEL FINANCIAL CORP |
813 |
- |
2023-12-31 |
57,521 |
$9,026,000 |
6,299 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
743 |
- |
2023-12-31 |
57,081 |
$8,955,000 |
-13,518 |
|
PRUDENT INVESTORS NETWORK |
9 |
- |
2023-09-30 |
63,920 |
$8,930,000 |
4,654 |
|
Rockefeller Capital Management L.P. |
494 |
- |
2023-12-31 |
56,021 |
$8,789,000 |
-4,773 |
|
Beacon Pointe Advisors LLC |
179 |
- |
2023-12-31 |
56,017 |
$8,788,000 |
-11,050 |
|
EWA LLC |
9 |
- |
2023-12-31 |
50,189 |
$8,677,000 |
4,030 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
346 |
- |
2023-12-31 |
51,860 |
$8,136,000 |
-1,820 |
|
GREAT OAK CAPITAL PARTNERS LLC |
10 |
- |
2024-03-31 |
42,939 |
$8,045,000 |
-19,998 |
|
Rainsberger Wealth Advisors Inc. |
|
- |
2023-12-31 |
51,165 |
$8,027,000 |
-1,491 |
|
PARK AVENUE SECURITIES LLC |
141 |
- |
2024-03-31 |
42,016 |
$7,872,000 |
39,039 |
|
Chicago Partners Investment Group LLC |
63 |
- |
2023-12-31 |
46,210 |
$7,707,000 |
-5,303 |
|
TWO SIGMA ADVISERS, LLC |
639 |
- |
2023-12-31 |
48,900 |
$7,672,000 |
-39,200 |
|
Dai-Ichi Life Insurance Company Ltd |
134 |
- |
2023-12-31 |
46,749 |
$7,334,000 |
3,452 |
|
Opes Wealth Management LLC |
16 |
- |
2023-12-31 |
46,062 |
$7,227,000 |
-581 |
|
Garrett Wealth Advisory Group LLC |
14 |
- |
2023-12-31 |
45,982 |
$7,214,000 |
-1,221 |
|
RSM US WEALTH MANAGEMENT LLC |
77 |
- |
2023-12-31 |
45,548 |
$7,146,000 |
-12,126 |
|
Global Wealth Strategies & Associates |
7 |
*New |
2024-03-31 |
37,907 |
$7,102,000 |
37,907 |
|
CENTAURUS FINANCIAL INC. |
39 |
- |
2023-12-31 |
43,949 |
$6,895,000 |
-188 |
|
ATLAS CAPITAL ADVISORS LLC |
25 |
- |
2024-03-31 |
36,078 |
$6,759,000 |
450 |
|
Financial Architects LLC |
8 |
- |
2023-12-31 |
42,675 |
$6,695,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
837 |
- |
2023-12-31 |
42,449 |
$6,657,000 |
-1,354 |
|
|
100 Records found
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1
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