|
Institutional
Holders
Total
Institutions:
|
456 13 |
|
Total
shares held :
|
102,074,272 |
|
% of shares
held :
|
76.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
-969,700 |
|
% of shares
held change :
|
-0.73% |
|
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 : |
47
|
1,772,801
|
1.74%
|
|
|
Increased
Positions : |
165
|
6,988,897
|
6.85%
|
|
|
Unchanged
Positions : |
93
|
9,090,788
|
8.91%
|
|
|
Decreased
Positions : |
151
|
-6,924,199
|
-6.78%
|
|
|
Closed
Positions : |
34
|
-2,807,199
|
-2.75%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
166 |
- |
2023-12-31 |
5,430,049 |
$187,119,000 |
-743,820 |
|
Congress Wealth Management LLC / DE / |
8 |
- |
2024-03-31 |
2,408,055 |
$95,865,000 |
-548,267 |
|
MARINER WEALTH ADVISORS, LLC |
207 |
- |
2023-12-31 |
1,109,458 |
$38,232,000 |
-38,735 |
|
YCMNET ADVISORS INC |
39 |
- |
2023-12-31 |
720,262 |
$24,820,000 |
-6,690 |
|
Advisor Group Holdings Inc. |
433 |
- |
2023-12-31 |
673,209 |
$23,169,000 |
-367,174 |
|
J P MORGAN CHASE & CO |
1716 |
- |
2023-12-31 |
462,544 |
$15,939,000 |
-4,070,113 |
|
BANK HAPOALIM BM |
11 |
- |
2024-03-31 |
397,822 |
$15,834,000 |
-7,192 |
|
Beaumont Financial Advisors LLC |
27 |
- |
2023-12-31 |
398,151 |
$13,720,000 |
-15,796 |
|
CWM LLC |
244 |
- |
2024-03-31 |
342,369 |
$13,630,000 |
-88,340 |
|
Bulltick Wealth Management LLC |
5 |
- |
2023-12-31 |
390,891 |
$13,531,000 |
-13,075 |
|
McMahon Financial Advisors LLC |
9 |
- |
2024-03-31 |
337,809 |
$13,448,000 |
-7,876 |
|
Vishria Bird Financial Group LLC |
7 |
- |
2024-03-31 |
314,632 |
$12,526,000 |
-1,148 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
294,996 |
$11,743,000 |
-56,194 |
|
NATIONAL BANK OF CANADA /FI/ |
454 |
- |
2023-12-31 |
333,965 |
$11,386,000 |
-2,948 |
|
PRUDENTIAL CORP PLC |
109 |
- |
2023-12-31 |
310,060 |
$10,685,000 |
-13,600 |
|
360 Financial Inc. |
8 |
- |
2023-12-31 |
301,267 |
$10,382,000 |
-15,835 |
|
Sharkey Howes & Javer |
15 |
- |
2024-03-31 |
243,968 |
$9,712,000 |
-18,884 |
|
Ameraudi Asset Management Inc. |
11 |
- |
2023-12-31 |
263,631 |
$9,085,000 |
-9,185 |
|
Royal Harbor Partners LLC |
|
- |
2024-03-31 |
201,130 |
$8,007,000 |
-215 |
|
MCCORMACK ADVISORS INTERNATIONAL |
154 |
- |
2023-12-31 |
227,100 |
$7,826,000 |
-22,701 |
|
Clarus Group Inc. |
4 |
- |
2024-03-31 |
193,857 |
$7,717,000 |
-4,980 |
|
MULTIFINANCIAL SECURITIES CORP |
196 |
- |
2023-12-31 |
213,726 |
$7,365,000 |
-2,233 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
169,039 |
$5,826,000 |
-54,020 |
|
IHT Wealth Management LLC |
89 |
- |
2023-12-31 |
160,839 |
$5,543,000 |
-16,646 |
|
Frisch Financial Group Inc. |
16 |
- |
2023-12-31 |
153,741 |
$5,298,000 |
-1,283 |
|
Systelligence LLC |
34 |
- |
2024-03-31 |
124,189 |
$4,944,000 |
-13,833 |
|
CX Institutional |
107 |
- |
2024-03-31 |
118,264 |
$4,708,000 |
-1,483 |
|
MONTAG A & ASSOCIATES INC |
88 |
- |
2023-12-31 |
129,071 |
$4,468,000 |
-15,090 |
|
HANSON MCCLAIN, INC. |
213 |
- |
2024-03-31 |
106,655 |
$4,246,000 |
-26,510 |
|
Snowden Capital Advisors LLC |
190 |
- |
2023-12-31 |
111,010 |
$3,825,000 |
-4,089 |
|
Austin Wealth Management LLC |
30 |
- |
2023-12-31 |
98,464 |
$3,584,000 |
-2,358 |
|
JANNEY MONTGOMERY SCOTT LLC |
924 |
- |
2024-03-31 |
81,804 |
$3,257,000 |
-29,322 |
|
CONGRESS ASSET MANAGEMENT CO /MA |
252 |
- |
2024-03-31 |
76,739 |
$3,055,000 |
-4,587 |
|
PARK AVENUE SECURITIES LLC |
295 |
- |
2024-03-31 |
74,165 |
$2,952,000 |
-4,452 |
|
Perennial Investment Advisors LLC |
45 |
- |
2023-12-31 |
85,282 |
$2,940,000 |
-17,546 |
|
Change Path LLC |
108 |
- |
2023-12-31 |
83,370 |
$2,873,000 |
-2,170 |
|
BB&T CORP |
1083 |
- |
2023-12-31 |
80,902 |
$2,788,000 |
-16,315 |
|
VAN ECK ASSOCIATES CORP |
774 |
- |
2024-03-31 |
67,571 |
$2,690,000 |
-27,850 |
|
REDW Stanley Financial Advisors LLC |
|
- |
2024-03-31 |
64,623 |
$2,573,000 |
-34,587 |
|
Kingsview Wealth Management LLC |
239 |
- |
2023-12-31 |
71,079 |
$2,449,000 |
-38,758 |
|
DB Wealth Management Group LLC |
20 |
- |
2023-12-31 |
69,104 |
$2,381,000 |
-735 |
|
CLAUDIA M.P. BATLLE CRP (R) LLC |
37 |
- |
2023-12-31 |
68,245 |
$2,352,000 |
-9,477 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
152 |
- |
2023-12-31 |
64,634 |
$2,227,000 |
-2,699 |
|
Fifth Third Securities Inc. |
105 |
- |
2024-03-31 |
54,801 |
$2,182,000 |
-19,060 |
|
KWB Wealth |
42 |
- |
2024-03-31 |
51,368 |
$2,045,000 |
-449 |
|
Goss Wealth Management LLC |
646 |
- |
2023-12-31 |
59,477 |
$2,033,000 |
-14,331 |
|
WT Wealth Management |
39 |
- |
2023-12-31 |
58,761 |
$2,031,000 |
-32,058 |
|
BANK OF NOVA SCOTIA / |
648 |
- |
2023-12-31 |
56,150 |
$1,933,000 |
-900 |
|
ARVEST INVESTMENTS INC. |
75 |
- |
2024-03-31 |
46,189 |
$1,839,000 |
-3,826 |
|
Thrive Capital Management LLC |
35 |
- |
2023-12-31 |
53,262 |
$1,835,000 |
-7,011 |
|
STRATEGIC ADVISORS LLC |
64 |
- |
2024-03-31 |
45,432 |
$1,809,000 |
-4,157 |
|
Baird Financial Group Inc. |
970 |
- |
2023-12-31 |
51,743 |
$1,783,000 |
-4,421 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
791 |
- |
2023-09-30 |
56,933 |
$1,730,000 |
-4,743 |
|
Powell Investment Advisors LLC |
19 |
- |
2024-03-31 |
41,010 |
$1,633,000 |
-16,421 |
|
NVWM LLC |
60 |
- |
2023-12-31 |
45,295 |
$1,568,000 |
-145 |
|
TAP Consulting LLC |
85 |
- |
2024-03-31 |
38,876 |
$1,548,000 |
-14,017 |
|
CIC Wealth LLC |
53 |
- |
2024-03-31 |
37,686 |
$1,500,000 |
-3,074 |
|
Capital Analysts Inc. |
192 |
- |
2023-12-31 |
42,309 |
$1,458,000 |
-2,840 |
|
WAGNER CAPITAL MANAGEMENT CORP |
116 |
- |
2024-03-31 |
36,501 |
$1,453,000 |
-304 |
|
Lakeview Capital Partners LLC |
105 |
- |
2023-12-31 |
38,380 |
$1,323,000 |
-1,456 |
|
PROSPERA FINANCIAL SERVICES |
402 |
- |
2023-12-31 |
37,862 |
$1,305,000 |
-14,281 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
79 |
- |
2024-03-31 |
31,205 |
$1,242,000 |
-343 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
89 |
- |
2023-12-31 |
35,577 |
$1,228,000 |
-2,326 |
|
KINGSWOOD WEALTH ADVISORS LLC |
174 |
- |
2024-03-31 |
29,279 |
$1,166,000 |
-1,437 |
|
Csenge Advisory Group |
|
- |
2024-03-31 |
28,896 |
$1,150,000 |
-2,959 |
|
Brookstone Capital Management |
486 |
- |
2024-03-31 |
25,289 |
$1,007,000 |
-461 |
|
WealthCare Investment Partners LLC |
54 |
- |
2024-03-31 |
24,703 |
$983,000 |
-4,151 |
|
Advisor Resource Council |
56 |
- |
2024-03-31 |
28,094 |
$968,000 |
-121,898 |
|
LWM Advisory Services LLC |
27 |
- |
2023-12-31 |
25,160 |
$867,000 |
-2,275 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
67 |
- |
2023-12-31 |
24,300 |
$837,000 |
-8,550 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1054 |
- |
2023-12-31 |
24,303 |
$837,000 |
-531 |
|
IFG Advisory LLC |
287 |
- |
2023-12-31 |
23,729 |
$818,000 |
-1,446 |
|
IFP Advisors Inc |
428 |
- |
2023-12-31 |
23,339 |
$804,000 |
-1,517 |
|
Intrepid Financial Planning Group LLC |
49 |
- |
2023-12-31 |
23,279 |
$802,000 |
-719 |
|
Sequoia Financial Advisors LLC |
549 |
- |
2024-03-31 |
19,326 |
$769,000 |
-773 |
|
Fort Point Capital Partners LLC |
127 |
- |
2023-12-31 |
21,213 |
$731,000 |
-639 |
|
FLAGSHIP HARBOR ADVISORS LLC |
299 |
- |
2024-03-31 |
18,290 |
$728,000 |
-3,302 |
|
WEDBUSH MORGAN SECURITIES INC |
431 |
- |
2023-12-31 |
20,668 |
$712,000 |
-543 |
|
Y.D. More Investments Ltd |
93 |
- |
2023-12-31 |
20,544 |
$707,000 |
-14,700 |
|
BARD ASSOCIATES INC |
106 |
- |
2023-12-31 |
20,395 |
$706,000 |
-2,000 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
20,151 |
$694,000 |
-178 |
|
Accel Wealth Management |
83 |
- |
2024-03-31 |
17,407 |
$693,000 |
-923 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
17,203 |
$685,000 |
-264 |
|
GeoWealth Management LLC |
274 |
- |
2023-12-31 |
19,725 |
$678,000 |
-142 |
|
RAYMOND JAMES TRUST CO |
589 |
- |
2024-03-31 |
16,737 |
$666,000 |
-1,997 |
|
Stamos Capital Partners L.P. |
86 |
- |
2023-12-31 |
18,880 |
$651,000 |
-15,090 |
|
CASTLE WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
16,018 |
$638,000 |
-3,385 |
|
Laidlaw Wealth Management LLC |
112 |
- |
2023-12-31 |
17,268 |
$595,000 |
-408 |
|
All Season Financial Advisors Inc. |
53 |
- |
2024-03-31 |
14,852 |
$591,000 |
-184 |
|
DAVIDSON D A & CO |
883 |
- |
2023-12-31 |
17,162 |
$591,000 |
-2,722 |
|
Princeton Global Asset Management LLC |
100 |
- |
2024-03-31 |
14,795 |
$589,000 |
-84 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
14,647 |
$583,000 |
-2,836 |
|
Diversified LLC |
|
- |
2024-03-31 |
13,435 |
$535,000 |
-290 |
|
GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
13,342 |
$531,000 |
-2 |
|
Cornerstone Wealth Management LLC |
330 |
- |
2024-03-31 |
12,716 |
$506,000 |
-358 |
|
EverSource Wealth Advisors LLC |
244 |
- |
2023-12-31 |
14,558 |
$502,000 |
-1,676 |
|
Investment Partners Asset Management Inc. |
73 |
- |
2024-03-31 |
12,476 |
$497,000 |
-512 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
246 |
- |
2024-03-31 |
12,489 |
$497,000 |
-9,121 |
|
Journey Advisory Group LLC |
145 |
- |
2023-12-31 |
14,294 |
$493,000 |
-291 |
|
Acorn Wealth Advisors LLC |
82 |
- |
2024-03-31 |
12,019 |
$478,000 |
-63 |
|
|
100 Records found
|
1
|
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