|
Institutional
Holders
Total
Institutions:
|
176 6 |
|
Total
shares held :
|
13,013,302 |
|
% of shares
held :
|
11.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-576,715 |
|
% of shares
held change :
|
-0.53% |
|
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 |
BANK OF AMERICA CORP /DE/ |
470 |
- |
2023-12-31 |
3,954,868 |
$274,745,000 |
-6,681 |
|
TIAA FSB |
35 |
- |
2023-06-30 |
3,058,911 |
$190,295,000 |
-181,090 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
2,389,208 |
$165,978,000 |
-369,857 |
|
LPL FINANCIAL CORP |
538 |
- |
2023-12-31 |
640,781 |
$44,515,000 |
-48,922 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
183 |
- |
2024-03-31 |
348,597 |
$26,591,000 |
-10,631 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
377 |
- |
2023-12-31 |
368,297 |
$25,586,000 |
31,265 |
|
MORGAN STANLEY |
2456 |
- |
2023-12-31 |
357,973 |
$24,868,000 |
34,524 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
400 |
- |
2023-12-31 |
328,089 |
$22,792,000 |
-4,669 |
|
ENVESTNET ASSET MANAGEMENT INC |
1070 |
- |
2023-12-31 |
269,630 |
$18,731,000 |
2,750 |
|
Refined Wealth Management |
2 |
- |
2024-03-31 |
235,139 |
$17,936,000 |
689 |
|
AMERIPRISE FINANCIAL INC |
1335 |
- |
2023-12-31 |
253,699 |
$17,625,000 |
-63,543 |
|
UBS Group AG |
1158 |
- |
2023-12-31 |
247,795 |
$17,214,000 |
-8,738 |
|
Lido Advisors LLC |
92 |
- |
2023-12-31 |
231,994 |
$16,126,000 |
-16 |
|
Money Design Co.Ltd. |
32 |
- |
2024-03-31 |
196,399 |
$14,981,000 |
-14,001 |
|
Envestnet Portfolio Solutions Inc. |
163 |
- |
2023-12-31 |
204,529 |
$14,209,000 |
-681 |
|
RVW Wealth LLC |
28 |
- |
2024-03-31 |
161,772 |
$12,340,000 |
-3,898 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
808 |
- |
2024-03-31 |
128,289 |
$9,786,000 |
28,967 |
|
HIGHTOWER ADVISORS, LLC |
765 |
- |
2023-12-31 |
113,896 |
$7,907,000 |
-2,299 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
548 |
- |
2024-03-31 |
98,141 |
$7,486,000 |
4,729 |
|
MISSION WEALTH MANAGEMENT LLC |
58 |
- |
2023-12-31 |
101,245 |
$7,033,000 |
-3,343 |
|
Vestmark Advisory Solutions Inc. |
71 |
- |
2023-12-31 |
85,388 |
$5,932,000 |
-3,760 |
|
BANK OF NEW YORK MELLON CORP |
2230 |
- |
2024-03-31 |
77,372 |
$5,902,000 |
8,061 |
|
Francis Financial Inc. |
12 |
- |
2024-03-31 |
76,498 |
$5,835,000 |
2,803 |
|
DeDora Capital Inc. |
14 |
- |
2024-03-31 |
75,977 |
$5,796,000 |
-7,960 |
|
Private Advisor Group LLC |
428 |
- |
2023-12-31 |
71,594 |
$4,974,000 |
3,425 |
|
US BANCORP |
570 |
- |
2023-12-31 |
71,163 |
$4,944,000 |
61,929 |
|
Stewardship Advisors LLC |
21 |
- |
2024-03-31 |
58,397 |
$4,455,000 |
-1,108 |
|
Global Retirement Partners LLC |
138 |
- |
2024-03-31 |
57,875 |
$4,415,000 |
10,939 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1231 |
- |
2023-12-31 |
61,236 |
$4,254,000 |
54,123 |
|
CAPTRUST FINANCIAL ADVISORS |
610 |
- |
2023-12-31 |
61,175 |
$4,250,000 |
3,243 |
|
Advisor Group Holdings Inc. |
1333 |
- |
2023-12-31 |
59,255 |
$4,125,000 |
-12,980 |
|
ROYAL BANK OF CANADA |
2033 |
- |
2023-12-31 |
59,014 |
$4,100,000 |
19,359 |
|
UMB BANK N A/MO |
181 |
- |
2024-03-31 |
52,827 |
$4,030,000 |
86 |
|
One Capital Management LLC |
117 |
- |
2023-12-31 |
57,979 |
$4,028,000 |
-1,422 |
|
Beacon Pointe Advisors LLC |
355 |
- |
2023-12-31 |
50,366 |
$3,499,000 |
-5,954 |
|
Goss Wealth Management LLC |
460 |
- |
2023-12-31 |
48,046 |
$3,383,000 |
-9,894 |
|
WELLS FARGO & CO/MN |
2164 |
- |
2023-12-31 |
47,951 |
$3,331,000 |
351 |
|
Laurel Wealth Planning LLC |
18 |
- |
2024-03-31 |
37,033 |
$2,825,000 |
957 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
479 |
- |
2023-12-31 |
40,669 |
$2,825,000 |
2,758 |
|
WCG Wealth Advisors LLC |
105 |
- |
2023-12-31 |
38,733 |
$2,691,000 |
-6,643 |
|
Evolution Advisers Inc. |
12 |
- |
2023-12-31 |
36,802 |
$2,523,000 |
-28 |
|
IMPACTfolio LLC |
10 |
- |
2024-03-31 |
32,268 |
$2,461,000 |
-2,304 |
|
CITADEL ADVISORS LLC |
2234 |
- |
2023-12-31 |
31,573 |
$2,193,000 |
31,573 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
741 |
- |
2023-12-31 |
30,575 |
$2,124,000 |
-1,679 |
|
L & S ADVISORS INC |
103 |
- |
2023-12-31 |
29,194 |
$2,028,000 |
2,696 |
|
Cetera Investment Advisers |
804 |
- |
2023-12-31 |
28,277 |
$1,964,000 |
-1,407 |
|
Cable Hill Partners LLC |
23 |
- |
2023-12-31 |
27,861 |
$1,912,000 |
23,904 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
185 |
- |
2023-12-31 |
27,484 |
$1,909,000 |
818 |
|
CI Private Wealth LLC |
1024 |
- |
2023-12-31 |
27,126 |
$1,884,000 |
1,755 |
|
Golden State Equity Partners |
54 |
- |
2023-12-31 |
25,537 |
$1,774,000 |
1,155 |
|
Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
23,902 |
$1,660,000 |
1,063 |
|
Colorado Capital Management Inc. |
30 |
- |
2024-03-31 |
21,402 |
$1,632,000 |
-149 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
384 |
- |
2023-12-31 |
23,191 |
$1,611,000 |
531 |
|
Equitable Holdings Inc. |
469 |
- |
2023-12-31 |
22,886 |
$1,590,000 |
-6,413 |
|
Revolve Wealth Partners LLC |
53 |
- |
2024-03-31 |
19,592 |
$1,494,000 |
1,384 |
|
PARK AVENUE SECURITIES LLC |
511 |
- |
2024-03-31 |
18,923 |
$1,443,000 |
-2,217 |
|
CX Institutional |
229 |
- |
2024-03-31 |
18,573 |
$1,417,000 |
1,635 |
|
NATIONAL ASSET MANAGEMENT, INC. |
446 |
- |
2023-12-31 |
19,753 |
$1,373,000 |
3,544 |
|
J P MORGAN CHASE & CO |
3163 |
- |
2023-12-31 |
19,637 |
$1,364,000 |
19,389 |
|
PNC FINANCIAL SERVICES GROUP INC |
1016 |
- |
2023-12-31 |
19,510 |
$1,355,000 |
-586 |
|
RAYMOND JAMES & ASSOCIATES |
2401 |
- |
2024-03-31 |
17,246 |
$1,316,000 |
3,504 |
|
GOLDMAN SACHS GROUP INC/ |
3382 |
- |
2023-12-31 |
18,864 |
$1,310,000 |
-2,555 |
|
KINGSWOOD WEALTH ADVISORS LLC |
162 |
- |
2024-03-31 |
16,327 |
$1,245,000 |
-6,501 |
|
IHT Wealth Management LLC |
330 |
- |
2023-12-31 |
17,782 |
$1,235,000 |
654 |
|
Baltimore-Washington Financial Advisors Inc. |
85 |
- |
2023-12-31 |
17,458 |
$1,213,000 |
-83 |
|
FINANCIAL ARCHITECTS INC |
125 |
- |
2023-06-30 |
19,003 |
$1,182,000 |
-441 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
16,991 |
$1,181,000 |
-9,381 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
921 |
- |
2023-09-30 |
19,411 |
$1,164,000 |
-5,136 |
|
FINANCIAL NETWORK |
1271 |
- |
2023-12-31 |
16,716 |
$1,161,000 |
578 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
295 |
- |
2023-12-31 |
16,234 |
$1,128,000 |
1,179 |
|
McMahon Financial Advisors LLC |
46 |
- |
2024-03-31 |
14,585 |
$1,113,000 |
0 |
|
Trademark Financial Management LLC |
26 |
- |
2023-12-31 |
15,689 |
$1,090,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1383 |
- |
2023-12-31 |
15,266 |
$1,061,000 |
9,297 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
169 |
- |
2023-12-31 |
14,364 |
$998,000 |
-1,226 |
|
Onyx Bridge Wealth Group LLC |
78 |
- |
2023-12-31 |
14,314 |
$994,000 |
3,862 |
|
LOCKERMAN FINANCIAL GROUP INC. |
9 |
- |
2024-03-31 |
12,758 |
$973,000 |
-2,022 |
|
AdvisorNet Financial Inc |
205 |
- |
2024-03-31 |
12,729 |
$971,000 |
-490 |
|
Stratos Wealth Partners LTD. |
662 |
- |
2024-03-31 |
12,221 |
$932,000 |
-2,076 |
|
EQIS CAPITAL MANAGEMENT, INC. |
290 |
*New |
2023-12-31 |
12,456 |
$865,000 |
12,456 |
|
Equita Financial Network Inc. |
40 |
- |
2023-12-31 |
11,580 |
$804,000 |
1,735 |
|
Kestra Advisory Services LLC |
1259 |
- |
2023-12-31 |
10,916 |
$758,000 |
-8,646 |
|
COZAD ASSET MANAGEMENT INC |
204 |
- |
2023-12-31 |
10,750 |
$747,000 |
0 |
|
Walkner Condon Financial Advisors LLC |
115 |
- |
2024-03-31 |
9,757 |
$744,000 |
-626 |
|
EP WEALTH ADVISORS, INC. |
418 |
- |
2023-12-31 |
10,359 |
$720,000 |
5,009 |
|
RFG Advisory Group LLC |
427 |
- |
2024-03-31 |
9,241 |
$705,000 |
-661 |
|
BB&T CORP |
1755 |
- |
2023-12-31 |
10,061 |
$699,000 |
704 |
|
Redwood Financial Network Corp |
45 |
- |
2023-12-31 |
10,065 |
$699,000 |
1,483 |
|
Curtis Advisory Group LLC |
46 |
- |
2023-12-31 |
9,979 |
$693,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
219 |
- |
2023-12-31 |
9,548 |
$663,000 |
-7,348 |
|
MML INVESTORS SERVICES LLC |
1595 |
- |
2023-12-31 |
9,398 |
$653,000 |
2,102 |
|
SAGE FINANCIAL GROUP INC |
59 |
- |
2023-12-31 |
9,360 |
$650,000 |
1,235 |
|
MARINO STRAM & ASSOCIATES LLC |
99 |
- |
2024-03-31 |
8,365 |
$638,000 |
5 |
|
PFG FINANCIAL ADVISORS |
132 |
- |
2024-03-31 |
8,147 |
$621,000 |
-39 |
|
Falcon Wealth Planning |
69 |
- |
2024-03-31 |
8,104 |
$618,000 |
438 |
|
LINCOLN NATIONAL CORP |
599 |
- |
2023-12-31 |
8,719 |
$606,000 |
-522 |
|
FLAGSHIP HARBOR ADVISORS LLC |
347 |
- |
2024-03-31 |
7,668 |
$585,000 |
450 |
|
Legacy Financial Group LLC |
61 |
- |
2024-03-31 |
7,643 |
$583,000 |
7,643 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
119 |
- |
2023-12-31 |
8,105 |
$563,000 |
-1,405 |
|
Personal Resources Investment & Strategic Manageme |
39 |
- |
2024-03-31 |
7,356 |
$561,000 |
-218 |
|
White Lighthouse Investment Management Inc. |
|
- |
2023-12-31 |
7,966 |
$553,000 |
1,079 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|