|
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/ |
501 |
- |
2024-03-31 |
3,654,833 |
$278,791,000 |
-300,035 |
|
TIAA FSB |
35 |
- |
2023-06-30 |
3,058,911 |
$190,295,000 |
-181,090 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
183 |
- |
2024-03-31 |
348,597 |
$26,591,000 |
-10,631 |
|
AMERIPRISE FINANCIAL INC |
1429 |
- |
2024-03-31 |
210,192 |
$16,041,000 |
-43,507 |
|
Envestnet Portfolio Solutions Inc. |
172 |
- |
2024-03-31 |
200,124 |
$15,265,000 |
-4,405 |
|
Money Design Co.Ltd. |
32 |
- |
2024-03-31 |
196,399 |
$14,981,000 |
-14,001 |
|
Lido Advisors LLC |
117 |
- |
2024-03-31 |
193,714 |
$14,777,000 |
-38,280 |
|
RVW Wealth LLC |
28 |
- |
2024-03-31 |
161,772 |
$12,340,000 |
-3,898 |
|
HIGHTOWER ADVISORS, LLC |
750 |
- |
2024-03-31 |
109,662 |
$8,368,000 |
-4,234 |
|
MISSION WEALTH MANAGEMENT LLC |
77 |
- |
2024-03-31 |
96,527 |
$7,363,000 |
-4,718 |
|
DeDora Capital Inc. |
14 |
- |
2024-03-31 |
75,977 |
$5,796,000 |
-7,960 |
|
US BANCORP |
592 |
- |
2024-03-31 |
62,855 |
$4,795,000 |
-8,308 |
|
Stewardship Advisors LLC |
21 |
- |
2024-03-31 |
58,397 |
$4,455,000 |
-1,108 |
|
Beacon Pointe Advisors LLC |
358 |
- |
2024-03-31 |
49,497 |
$3,776,000 |
-869 |
|
Advisor Group Holdings Inc. |
1246 |
- |
2024-03-31 |
48,330 |
$3,687,000 |
-10,925 |
|
WELLS FARGO & CO/MN |
2208 |
- |
2024-03-31 |
45,598 |
$3,478,000 |
-2,353 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1268 |
- |
2024-03-31 |
43,492 |
$3,318,000 |
-17,744 |
|
WCG Wealth Advisors LLC |
96 |
- |
2024-03-31 |
37,499 |
$2,860,000 |
-1,234 |
|
Evolution Advisers Inc. |
12 |
- |
2024-03-31 |
34,428 |
$2,627,000 |
-2,374 |
|
IMPACTfolio LLC |
10 |
- |
2024-03-31 |
32,268 |
$2,461,000 |
-2,304 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
759 |
- |
2024-03-31 |
29,433 |
$2,245,000 |
-1,142 |
|
CI Private Wealth LLC |
1018 |
- |
2024-03-31 |
26,121 |
$1,993,000 |
-1,005 |
|
Colorado Capital Management Inc. |
30 |
- |
2024-03-31 |
21,402 |
$1,632,000 |
-149 |
|
Equitable Holdings Inc. |
511 |
- |
2024-03-31 |
20,548 |
$1,567,000 |
-2,338 |
|
PARK AVENUE SECURITIES LLC |
511 |
- |
2024-03-31 |
18,923 |
$1,443,000 |
-2,217 |
|
Baltimore-Washington Financial Advisors Inc. |
80 |
- |
2024-03-31 |
17,438 |
$1,330,000 |
-20 |
|
KINGSWOOD WEALTH ADVISORS LLC |
162 |
- |
2024-03-31 |
16,327 |
$1,245,000 |
-6,501 |
|
FINANCIAL ARCHITECTS INC |
125 |
- |
2023-06-30 |
19,003 |
$1,182,000 |
-441 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
921 |
- |
2023-09-30 |
19,411 |
$1,164,000 |
-5,136 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
203 |
- |
2024-03-31 |
14,071 |
$1,073,000 |
-293 |
|
Emerald Investment Partners LLC |
138 |
- |
2024-03-31 |
14,031 |
$1,070,000 |
-2,960 |
|
LOCKERMAN FINANCIAL GROUP INC. |
9 |
- |
2024-03-31 |
12,758 |
$973,000 |
-2,022 |
|
NATIONAL ASSET MANAGEMENT, INC. |
532 |
- |
2024-03-31 |
16,209 |
$972,000 |
-3,544 |
|
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. |
265 |
- |
2024-03-31 |
12,207 |
$931,000 |
-249 |
|
Walkner Condon Financial Advisors LLC |
115 |
- |
2024-03-31 |
9,757 |
$744,000 |
-626 |
|
RFG Advisory Group LLC |
427 |
- |
2024-03-31 |
9,241 |
$705,000 |
-661 |
|
SAGE FINANCIAL GROUP INC |
58 |
- |
2024-03-31 |
8,970 |
$684,000 |
-390 |
|
PFG FINANCIAL ADVISORS |
132 |
- |
2024-03-31 |
8,147 |
$621,000 |
-39 |
|
EP WEALTH ADVISORS, INC. |
472 |
- |
2024-03-31 |
8,055 |
$614,000 |
-2,304 |
|
Onyx Bridge Wealth Group LLC |
133 |
- |
2024-03-31 |
7,964 |
$590,000 |
-6,350 |
|
Wescott Financial Advisory Group LLC |
103 |
- |
2024-03-31 |
7,472 |
$570,000 |
-366 |
|
Personal Resources Investment & Strategic Manageme |
39 |
- |
2024-03-31 |
7,356 |
$561,000 |
-218 |
|
White Lighthouse Investment Management Inc. |
82 |
- |
2024-03-31 |
7,254 |
$553,000 |
-712 |
|
Rede Wealth LLC |
51 |
- |
2024-03-31 |
6,997 |
$534,000 |
-310 |
|
RTD Financial Advisors Inc. |
74 |
- |
2024-03-31 |
6,713 |
$512,000 |
-968 |
|
MILESTONE GROUP INC |
133 |
- |
2024-03-31 |
6,250 |
$477,000 |
-1,689 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
354 |
- |
2024-03-31 |
6,198 |
$473,000 |
-391 |
|
Private Wealth Management Group LLC |
43 |
- |
2024-03-31 |
6,012 |
$459,000 |
-280 |
|
DDFG Inc |
47 |
- |
2024-03-31 |
5,984 |
$456,000 |
-572 |
|
CREATIVE PLANNING |
1932 |
- |
2024-03-31 |
5,811 |
$443,000 |
-33 |
|
BB&T CORP |
2057 |
- |
2024-03-31 |
5,453 |
$416,000 |
-4,608 |
|
Aprio Wealth Management LLC |
117 |
- |
2024-03-31 |
5,337 |
$407,000 |
-127 |
|
DAVIDSON D A & CO |
1070 |
- |
2024-03-31 |
5,111 |
$390,000 |
-530 |
|
Cetera Investment Advisers |
1334 |
- |
2024-03-31 |
4,948 |
$377,000 |
-23,329 |
|
Farther Finance Advisors LLC |
477 |
- |
2024-03-31 |
4,738 |
$361,000 |
-560 |
|
Kelman-Lazarov Inc. |
81 |
- |
2024-03-31 |
4,723 |
$360,000 |
-553 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
42 |
- |
2023-03-31 |
6,149 |
$343,000 |
-427 |
|
Clear Creek Financial Management LLC |
307 |
- |
2024-03-31 |
4,475 |
$341,000 |
-627 |
|
Trust Co |
103 |
- |
2024-03-31 |
4,042 |
$308,000 |
-735 |
|
Dynamic Advisors Solutions LLC |
758 |
- |
2024-03-31 |
3,977 |
$303,000 |
-384 |
|
Patriot Financial Group Insurance Agency LLC |
380 |
- |
2024-03-31 |
3,693 |
$282,000 |
-587 |
|
KISTLERTIFFANY COMPANIES, LLC |
285 |
- |
2023-06-30 |
4,469 |
$278,000 |
-158 |
|
Buckingham Strategic Partners |
499 |
- |
2024-03-31 |
3,426 |
$261,000 |
-285 |
|
OneAscent Financial Services LLC |
312 |
- |
2024-03-31 |
3,329 |
$254,000 |
-60 |
|
HARBOUR INVESTMENTS INC. |
767 |
- |
2023-12-31 |
3,641 |
$253,000 |
-1,081 |
|
Chicago Wealth Management Inc. |
47 |
- |
2024-03-31 |
3,149 |
$240,000 |
-906 |
|
Benedetti & Gucer Inc. |
128 |
- |
2024-03-31 |
2,834 |
$216,000 |
-858 |
|
Qube Research & Technologies Ltd |
2767 |
- |
2024-03-31 |
1,540 |
$117,000 |
-453 |
|
ICA Group Wealth Management LLC |
431 |
- |
2024-03-31 |
1,141 |
$87,000 |
-123 |
|
McIlrath & Eck LLC |
280 |
- |
2024-03-31 |
638 |
$49,000 |
-140 |
|
J P MORGAN CHASE & CO |
4723 |
- |
2024-03-31 |
619 |
$47,000 |
-19,018 |
|
VisionPoint Advisory Group LLC |
282 |
- |
2024-03-31 |
572 |
$44,000 |
-13 |
|
Geneos Wealth Management Inc. |
1257 |
- |
2024-03-31 |
385 |
$29,000 |
-27 |
|
IFP Advisors Inc |
2501 |
- |
2023-12-31 |
39 |
$3,000 |
-1,567 |
|
|
76 Records found
|
1
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