|
Institutional
Holders
Total
Institutions:
|
114 5 |
|
Total
shares held :
|
6,247,103 |
|
% of shares
held :
|
69.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
761,860 |
|
% of shares
held change :
|
8.47% |
|
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 |
Alaska Permanent Fund Corp |
9 |
- |
2025-03-31 |
2,420,919 |
$252,114,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
447 |
- |
2025-03-31 |
1,166,106 |
$127,431,000 |
394,960 |
|
LPL FINANCIAL CORP |
567 |
- |
2025-03-31 |
608,659 |
$66,488,000 |
-10,592 |
|
Kestra Investment Management LLC |
20 |
- |
2025-03-31 |
421,115 |
$46,001,000 |
353,776 |
|
CREATIVE PLANNING |
252 |
- |
2025-03-31 |
254,303 |
$27,779,000 |
-2,666 |
|
RAYMOND JAMES FINANCIAL INC |
1220 |
- |
2025-03-31 |
203,790 |
$22,261,000 |
-1,524 |
|
MARINER WEALTH ADVISORS, LLC |
391 |
- |
2025-03-31 |
173,181 |
$18,918,000 |
11,074 |
|
Lebenthal Global Advisors LLC |
12 |
- |
2025-03-31 |
114,558 |
$12,514,000 |
3,242 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
644 |
- |
2025-03-31 |
63,599 |
$6,947,000 |
15,205 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
580 |
- |
2025-03-31 |
59,251 |
$6,472,000 |
3,149 |
|
Steward Partners Investment Advisory LLC |
362 |
- |
2025-03-31 |
50,759 |
$5,545,000 |
35,381 |
|
ENVESTNET ASSET MANAGEMENT INC |
2023 |
- |
2025-03-31 |
50,427 |
$5,509,000 |
-1,035 |
|
Private Advisor Group LLC |
516 |
- |
2025-03-31 |
47,255 |
$5,162,000 |
1,043 |
|
FMA Wealth Management LLC |
10 |
- |
2025-03-31 |
36,736 |
$4,131,000 |
206 |
|
Pallas Capital Advisors LLC |
118 |
- |
2025-03-31 |
35,991 |
$3,932,000 |
-254 |
|
Family Investment Center Inc. |
22 |
- |
2025-03-31 |
35,699 |
$3,900,000 |
552 |
|
Kingsview Wealth Management LLC |
252 |
- |
2025-03-31 |
35,030 |
$3,827,000 |
5,288 |
|
Equitable Holdings Inc. |
413 |
- |
2025-03-31 |
27,215 |
$2,973,000 |
4,112 |
|
Cetera Investment Advisers |
1470 |
- |
2025-03-31 |
25,653 |
$2,802,000 |
-10,799 |
|
BANK OF AMERICA CORP /DE/ |
3582 |
- |
2025-03-31 |
24,121 |
$2,635,000 |
2,026 |
|
Collaborative Wealth Managment Inc. |
22 |
- |
2025-03-31 |
22,479 |
$2,456,000 |
781 |
|
IHT Wealth Management LLC |
289 |
- |
2025-03-31 |
18,628 |
$2,035,000 |
-1,266 |
|
LEAVELL T & ASSOCIATES INC |
202 |
- |
2025-03-31 |
16,999 |
$1,857,000 |
500 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1930 |
- |
2025-03-31 |
16,735 |
$1,828,000 |
-126 |
|
Advisor Group Holdings Inc. |
1788 |
- |
2025-03-31 |
15,212 |
$1,662,000 |
7,636 |
|
Bonfire Financial |
17 |
- |
2025-03-31 |
15,006 |
$1,639,000 |
-1,804 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
879 |
- |
2025-03-31 |
13,261 |
$1,527,000 |
0 |
|
Crumly & Associates Inc. |
49 |
- |
2025-06-30 |
13,723 |
$1,486,000 |
0 |
|
PRECEDENT WEALTH PARTNERS LLC |
73 |
- |
2025-03-31 |
12,439 |
$1,359,000 |
5,171 |
|
Capital Asset Advisory Services LLC |
126 |
- |
2025-03-31 |
11,874 |
$1,306,000 |
612 |
|
Horizon Wealth Management LLC |
29 |
- |
2025-03-31 |
11,954 |
$1,306,000 |
-1,729 |
|
AXXCESS WEALTH MANAGEMENT LLC |
334 |
- |
2025-03-31 |
11,845 |
$1,294,000 |
652 |
|
CoreFirst Bank & Trust |
37 |
- |
2025-03-31 |
10,794 |
$1,179,000 |
158 |
|
Global Retirement Partners LLC |
427 |
- |
2024-12-31 |
9,947 |
$1,083,000 |
-513 |
|
Strategic Financial Concepts LLC |
117 |
- |
2025-03-31 |
9,557 |
$1,044,000 |
-369 |
|
Fifth Third Securities Inc. |
183 |
- |
2025-03-31 |
8,962 |
$979,000 |
0 |
|
Venture Visionary Partners LLC |
279 |
- |
2025-03-31 |
8,696 |
$950,000 |
131 |
|
Capital Analysts Inc. |
269 |
- |
2025-03-31 |
8,608 |
$940,000 |
187 |
|
H D Vest Advisory Services |
1137 |
- |
2025-03-31 |
8,320 |
$909,000 |
-246 |
|
Congress Wealth Management LLC / DE / |
666 |
*New |
2025-03-31 |
7,876 |
$860,000 |
7,876 |
|
ESSEX FINANCIAL SERVICES INC |
274 |
- |
2025-03-31 |
7,526 |
$822,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
|
- |
2025-03-31 |
7,389 |
$799,000 |
2,049 |
|
BROWN LISLE/CUMMINGS INC. |
107 |
- |
2025-03-31 |
6,805 |
$743,000 |
0 |
|
Mayfair Advisory Group LLC |
53 |
- |
2025-03-31 |
6,174 |
$674,000 |
3,904 |
|
Financial Advocates Investment Management |
363 |
- |
2025-03-31 |
6,078 |
$664,000 |
-90 |
|
Creekside Partners |
75 |
- |
2025-03-31 |
5,613 |
$613,000 |
-185 |
|
RFG Advisory Group LLC |
536 |
- |
2025-03-31 |
4,953 |
$541,000 |
364 |
|
BB&T CORP |
1818 |
- |
2025-03-31 |
4,814 |
$526,000 |
274 |
|
Insight Advisors LLC/ PA |
150 |
- |
2025-03-31 |
4,431 |
$484,000 |
-1,363 |
|
Integrated Wealth Concepts LLC |
1151 |
- |
2025-03-31 |
4,288 |
$468,000 |
-119 |
|
Indie Asset Partners LLC |
42 |
- |
2025-03-31 |
4,227 |
$462,000 |
-93 |
|
Gladstone Institutional Advisory LLC |
540 |
- |
2025-03-31 |
3,442 |
$376,000 |
173 |
|
Cascade Financial Partners LLC |
178 |
- |
2025-03-31 |
3,423 |
$374,000 |
-732 |
|
Lutz Financial Services LLC |
76 |
- |
2025-03-31 |
3,342 |
$365,000 |
0 |
|
WORLD EQUITY GROUP INC. |
190 |
- |
2025-03-31 |
3,316 |
$362,000 |
-2,810 |
|
Portland Financial Advisors Inc |
41 |
- |
2025-03-31 |
3,280 |
$358,000 |
0 |
|
Concurrent Investment Advisors LLC |
854 |
- |
2025-03-31 |
3,156 |
$345,000 |
0 |
|
Meriwether Wealth & Planning LLC |
79 |
- |
2025-03-31 |
3,068 |
$335,000 |
608 |
|
IVC Wealth Advisors LLC |
121 |
- |
2025-03-31 |
2,900 |
$317,000 |
0 |
|
Financial Partners Group Inc |
140 |
- |
2025-03-31 |
2,849 |
$311,000 |
2 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2369 |
- |
2025-03-31 |
2,825 |
$309,000 |
457 |
|
Western Wealth Management LLC |
526 |
- |
2025-03-31 |
2,804 |
$306,000 |
-40 |
|
McAdam LLC |
260 |
- |
2025-03-31 |
2,737 |
$299,000 |
-224 |
|
ANGELES WEALTH MANAGEMENT LLC |
225 |
- |
2025-03-31 |
2,616 |
$286,000 |
0 |
|
Prime Capital Investment Advisors LLC |
852 |
- |
2025-03-31 |
2,603 |
$284,000 |
156 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
560 |
- |
2025-03-31 |
2,528 |
$276,000 |
8 |
|
WELLS FARGO & CO/MN |
3854 |
- |
2025-03-31 |
2,510 |
$274,000 |
1,434 |
|
Ally Invest Advisors Inc. |
62 |
- |
2025-03-31 |
2,496 |
$273,000 |
-110 |
|
MORGAN STANLEY |
5396 |
- |
2025-03-31 |
2,488 |
$272,000 |
173 |
|
MML INVESTORS SERVICES LLC |
2344 |
- |
2025-03-31 |
2,483 |
$271,000 |
-444 |
|
Cornerstone Planning Group LLC |
75 |
- |
2025-03-31 |
2,628 |
$270,000 |
42 |
|
Cornerstone Wealth Management LLC |
502 |
- |
2025-03-31 |
2,424 |
$265,000 |
393 |
|
Quadcap Wealth Management LLC |
328 |
- |
2025-03-31 |
2,297 |
$251,000 |
-501 |
|
CAP Partners LLC |
110 |
*New |
2025-03-31 |
2,302 |
$251,000 |
2,302 |
|
VALMARK ADVISERS INC |
537 |
- |
2025-03-31 |
2,261 |
$247,000 |
104 |
|
XML Financial LLC |
306 |
- |
2025-03-31 |
2,249 |
$246,000 |
-534 |
|
Financial Freedom LLC |
91 |
- |
2025-03-31 |
2,181 |
$238,000 |
6 |
|
Main Street Financial Solutions LLC |
457 |
- |
2025-03-31 |
2,110 |
$230,000 |
0 |
|
Rodgers & Associates LTD |
88 |
- |
2025-03-31 |
2,061 |
$225,000 |
20 |
|
TOWER RESEARCH CAPITAL LLC |
1305 |
- |
2025-03-31 |
2,026 |
$221,000 |
108 |
|
Kestra Advisory Services LLC |
2365 |
- |
2025-03-31 |
1,972 |
$215,000 |
-77 |
|
Virtue Capital Management LLC |
436 |
- |
2025-03-31 |
1,942 |
$213,000 |
1,942 |
|
Dynamic Advisors Solutions LLC |
793 |
- |
2025-03-31 |
1,908 |
$208,000 |
1,908 |
|
ROYAL BANK OF CANADA |
4443 |
- |
2025-03-31 |
1,259 |
$138,000 |
5 |
|
HARBOUR INVESTMENTS INC. |
1245 |
- |
2025-03-31 |
1,230 |
$134,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
268 |
- |
2025-03-31 |
1,188 |
$129,000 |
0 |
|
Newbridge Financial Services Group Inc. |
243 |
- |
2025-03-31 |
1,150 |
$126,000 |
-1,415 |
|
Bogart Wealth LLC |
277 |
- |
2025-03-31 |
1,104 |
$121,000 |
0 |
|
Continuum Advisory LLC |
532 |
- |
2025-03-31 |
874 |
$95,000 |
0 |
|
J P MORGAN CHASE & CO |
4524 |
- |
2025-03-31 |
743 |
$81,000 |
0 |
|
Geneos Wealth Management Inc. |
1332 |
- |
2025-03-31 |
600 |
$66,000 |
0 |
|
AMERIFLEX GROUP INC. |
440 |
- |
2025-03-31 |
491 |
$54,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1830 |
- |
2025-03-31 |
372 |
$40,000 |
0 |
|
Larson Financial Group LLC |
1168 |
- |
2025-03-31 |
305 |
$33,000 |
0 |
|
Nova Wealth Management Inc. |
249 |
- |
2025-03-31 |
275 |
$30,000 |
-108 |
|
GPS Wealth Strategies Group LLC |
736 |
*New |
2025-03-31 |
268 |
$29,000 |
268 |
|
Winthrop Capital Management LLC |
179 |
- |
2025-03-31 |
236 |
$26,000 |
1 |
|
CoreCap Advisors LLC |
1468 |
- |
2025-03-31 |
198 |
$22,000 |
0 |
|
Goss Wealth Management LLC |
2788 |
- |
2025-03-31 |
200 |
$22,000 |
0 |
|
PRIVATE TRUST CO NA |
1603 |
*New |
2025-03-31 |
160 |
$17,000 |
160 |
|
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100 Records found
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1
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