|
Institutional
Holders
Total
Institutions:
|
163 20 |
|
Total
shares held :
|
19,020,962 |
|
% of shares
held :
|
84.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
5,064,888 |
|
% of shares
held change :
|
22.51% |
|
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 |
ALLIANCEBERNSTEIN L.P. |
209 |
- |
2023-12-31 |
5,377,693 |
$188,757,000 |
1,956,220 |
|
Strategic Wealth Partners Group LLC |
6 |
- |
2023-12-31 |
1,143,716 |
$40,144,000 |
69,265 |
|
Brookstone Capital Management |
31 |
- |
2024-03-31 |
1,030,365 |
$37,709,000 |
-259,924 |
|
Penserra Capital Management LLC |
31 |
- |
2023-12-31 |
869,719 |
$30,527,000 |
184,743 |
|
HIGHTOWER ADVISORS, LLC |
446 |
- |
2023-12-31 |
618,651 |
$21,709,000 |
40,861 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
457 |
- |
2023-12-31 |
572,208 |
$20,085,000 |
188,442 |
|
Advisor Group Holdings Inc. |
487 |
- |
2023-12-31 |
560,787 |
$19,684,000 |
189,667 |
|
Cetera Investment Advisers |
157 |
- |
2023-12-31 |
432,261 |
$15,172,000 |
16,500 |
|
STEPHENS INC /AR/ |
104 |
- |
2023-12-31 |
386,108 |
$13,552,000 |
-6,400 |
|
BLAIR WILLIAM & CO/IL |
268 |
*New |
2023-12-31 |
379,062 |
$13,305,000 |
379,062 |
|
MBL Wealth LLC |
17 |
- |
2024-03-31 |
360,679 |
$13,200,000 |
-11,480 |
|
Global Strategic Investment Solutions LLC |
22 |
- |
2023-12-31 |
343,585 |
$12,060,000 |
-54,918 |
|
ENVESTNET ASSET MANAGEMENT INC |
1340 |
- |
2023-12-31 |
332,001 |
$11,653,000 |
30,540 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
783 |
- |
2024-03-31 |
282,601 |
$10,343,000 |
1,929 |
|
BB&T CORP |
604 |
- |
2023-12-31 |
285,560 |
$10,023,000 |
28,796 |
|
MCCORMACK ADVISORS INTERNATIONAL |
138 |
- |
2023-12-31 |
270,155 |
$9,482,000 |
244,953 |
|
LINCOLN NATIONAL CORP |
81 |
- |
2023-12-31 |
265,879 |
$9,332,000 |
44,749 |
|
TOWNSQUARE CAPITAL LLC |
137 |
- |
2023-12-31 |
238,099 |
$8,357,000 |
122,849 |
|
Beacon Pointe Advisors LLC |
208 |
- |
2023-12-31 |
207,025 |
$7,267,000 |
61,416 |
|
Kestra Advisory Services LLC |
398 |
- |
2023-12-31 |
169,397 |
$5,946,000 |
95,078 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
668 |
- |
2024-03-31 |
159,293 |
$5,830,000 |
-8,161 |
|
AE Wealth Management LLC |
548 |
- |
2023-12-31 |
162,352 |
$5,781,000 |
51,057 |
|
JANNEY MONTGOMERY SCOTT LLC |
776 |
- |
2023-12-31 |
127,196 |
$4,465,000 |
19,073 |
|
BKD WEALTH ADVISORS LLC |
97 |
- |
2024-03-31 |
119,397 |
$4,370,000 |
-5,959 |
|
GILL CAPITAL PARTNERS LLC |
20 |
- |
2023-12-31 |
120,310 |
$4,223,000 |
60,161 |
|
FINANCIAL NETWORK |
646 |
- |
2023-12-31 |
120,025 |
$4,213,000 |
32,925 |
|
MULTIFINANCIAL SECURITIES CORP |
332 |
- |
2023-12-31 |
113,765 |
$3,993,000 |
17,952 |
|
Pathstone Holdings LLC |
501 |
- |
2023-12-31 |
109,606 |
$3,847,000 |
0 |
|
CoreCap Advisors LLC |
87 |
- |
2023-12-31 |
101,334 |
$3,557,000 |
48,709 |
|
Castle Rock Wealth Management LLC |
18 |
- |
2023-12-31 |
95,905 |
$3,336,000 |
74,563 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
778 |
- |
2024-03-31 |
89,732 |
$3,284,000 |
-2,565 |
|
LPL FINANCIAL CORP |
2005 |
- |
2023-12-31 |
92,024 |
$3,230,000 |
51,246 |
|
YARGER WEALTH STRATEGIES LLC |
16 |
- |
2023-12-31 |
87,354 |
$3,066,000 |
11,813 |
|
MML INVESTORS SERVICES LLC |
838 |
- |
2023-12-31 |
82,300 |
$2,889,000 |
13,577 |
|
KFG WEALTH MANAGEMENT LLC |
24 |
- |
2024-03-31 |
78,388 |
$2,869,000 |
978 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1546 |
- |
2023-12-31 |
81,169 |
$2,849,000 |
48,723 |
|
MILESTONE ASSET MANAGEMENT LLC |
33 |
- |
2024-03-31 |
72,752 |
$2,663,000 |
-254 |
|
Compass Advisory Group LLC |
16 |
- |
2023-12-31 |
74,472 |
$2,614,000 |
-86,172 |
|
Goss Wealth Management LLC |
563 |
- |
2023-12-31 |
73,016 |
$2,592,000 |
20,705 |
|
Tradition Wealth Management LLC |
67 |
- |
2023-12-31 |
71,686 |
$2,508,000 |
651 |
|
Steward Partners Investment Advisory LLC |
448 |
- |
2023-12-31 |
70,295 |
$2,467,000 |
0 |
|
Foundations Investment Advisors LLC |
205 |
- |
2023-12-31 |
68,083 |
$2,424,000 |
-2,474 |
|
Bellwether Advisors LLC |
42 |
- |
2023-12-31 |
65,938 |
$2,314,000 |
-7,599 |
|
AlphaCore Capital LLC |
56 |
- |
2023-12-31 |
65,800 |
$2,310,000 |
0 |
|
Pillar Wealth Advisors LLC |
13 |
- |
2023-12-31 |
64,887 |
$2,278,000 |
0 |
|
Sigma Planning Corp |
113 |
- |
2023-12-31 |
60,644 |
$2,129,000 |
-7,829 |
|
WealthPlan Investment Management LLC |
71 |
*New |
2023-12-31 |
59,692 |
$2,095,000 |
59,692 |
|
RFG Advisory Group LLC |
213 |
*New |
2024-03-31 |
56,901 |
$2,082,000 |
56,901 |
|
Horan Capital Advisors LLC. |
48 |
- |
2023-12-31 |
59,327 |
$2,082,000 |
-775 |
|
Feltz Wealth PLAN Inc. |
106 |
*New |
2023-12-31 |
59,129 |
$2,075,000 |
59,129 |
|
BCS Wealth Management |
40 |
- |
2024-03-31 |
55,000 |
$2,013,000 |
-946 |
|
Outlook Wealth Advisors LLC |
37 |
- |
2024-03-31 |
51,818 |
$1,896,000 |
-964 |
|
CRA Financial Services LLC |
49 |
- |
2024-03-31 |
51,086 |
$1,870,000 |
-3,000 |
|
Atria Wealth Solutions Inc. |
625 |
- |
2023-12-31 |
51,937 |
$1,823,000 |
44,925 |
|
BERSON & CORRADO INVESTMENT ADVISORS, LLC |
31 |
- |
2023-12-31 |
51,423 |
$1,805,000 |
-33,097 |
|
Retirement Income Solutions Inc |
31 |
- |
2023-12-31 |
51,272 |
$1,800,000 |
0 |
|
Diligent Investors LLC |
45 |
- |
2023-12-31 |
51,232 |
$1,798,000 |
41,885 |
|
Cresset Asset Management LLC |
634 |
*New |
2023-12-31 |
49,933 |
$1,753,000 |
49,933 |
|
ATTICUS WEALTH MANAGEMENT LLC |
31 |
- |
2024-03-31 |
47,728 |
$1,747,000 |
0 |
|
Weaver Consulting Group |
44 |
- |
2024-03-31 |
43,466 |
$1,591,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2307 |
- |
2024-03-31 |
42,225 |
$1,545,000 |
-5,194 |
|
MERCER GLOBAL ADVISORS INC /ADV |
859 |
*New |
2023-12-31 |
38,538 |
$1,353,000 |
38,538 |
|
CITY HOLDING CO |
126 |
- |
2024-03-31 |
34,128 |
$1,249,000 |
-2,480 |
|
Long Island Wealth Management Inc. |
32 |
- |
2023-12-31 |
35,309 |
$1,239,000 |
0 |
|
Pinnacle Wealth Management Group Inc. |
30 |
- |
2024-03-31 |
33,570 |
$1,229,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
571 |
- |
2023-12-31 |
33,981 |
$1,193,000 |
-2,769 |
|
GOFEN & GLOSSBERG LLC /IL/ |
220 |
*New |
2022-12-31 |
39,695 |
$1,186,000 |
39,695 |
|
BROWN WEALTH MANAGEMENT LLC |
33 |
- |
2023-12-31 |
33,748 |
$1,185,000 |
9,219 |
|
Steward Financial Group LLC |
21 |
- |
2023-09-30 |
36,120 |
$1,168,000 |
0 |
|
Wealth Alliance |
138 |
- |
2023-12-31 |
29,499 |
$1,035,000 |
111 |
|
VALMARK ADVISERS INC |
245 |
- |
2023-12-31 |
29,257 |
$1,027,000 |
19,738 |
|
JANE STREET GROUP LLC |
3206 |
*New |
2023-12-31 |
28,026 |
$984,000 |
28,026 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
27,695 |
$972,000 |
-3,186 |
|
Keystone Wealth Services LLC |
82 |
- |
2024-03-31 |
26,505 |
$970,000 |
0 |
|
Resources Investment Advisors Inc. |
492 |
- |
2023-12-31 |
27,554 |
$967,000 |
2,640 |
|
Southland Equity Partners LLC |
66 |
- |
2024-03-31 |
26,321 |
$963,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
266 |
- |
2024-03-31 |
25,821 |
$945,000 |
-6,387 |
|
Benchmark Investment Advisors LLC |
132 |
*New |
2023-12-31 |
26,809 |
$941,000 |
26,809 |
|
BCJ Capital Management LLC |
130 |
- |
2023-12-31 |
26,809 |
$941,000 |
26,809 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
236 |
- |
2023-12-31 |
26,147 |
$918,000 |
0 |
|
Capital Analysts Inc. |
236 |
- |
2023-12-31 |
25,949 |
$911,000 |
154 |
|
PERSONAL CFO SOLUTIONS LLC |
136 |
*New |
2023-12-31 |
25,965 |
$911,000 |
25,965 |
|
WEDBUSH MORGAN SECURITIES INC |
347 |
- |
2023-12-31 |
25,918 |
$910,000 |
7,536 |
|
WPWealth LLP |
27 |
- |
2023-12-31 |
24,992 |
$877,000 |
15,253 |
|
Patriot Financial Group Insurance Agency LLC |
149 |
- |
2023-12-31 |
24,487 |
$859,000 |
10,700 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
36 |
- |
2023-03-31 |
25,968 |
$817,000 |
4,941 |
|
ARS Wealth Advisors Group LLC |
73 |
*New |
2023-12-31 |
23,275 |
$817,000 |
23,275 |
|
H D Vest Advisory Services |
805 |
- |
2023-12-31 |
22,216 |
$780,000 |
-1,681 |
|
Continuum Advisory LLC |
210 |
*New |
2023-12-31 |
22,233 |
$780,000 |
22,233 |
|
Change Path LLC |
291 |
*New |
2023-12-31 |
21,903 |
$769,000 |
21,903 |
|
Strategic Blueprint LLC |
291 |
- |
2024-03-31 |
20,975 |
$768,000 |
-42 |
|
Crown Wealth Group LLC |
|
- |
2023-12-31 |
21,682 |
$761,000 |
-311,344 |
|
AdvisorNet Financial Inc |
249 |
- |
2024-03-31 |
19,998 |
$732,000 |
0 |
|
Orion Capital Management LLC |
48 |
- |
2023-12-31 |
20,500 |
$720,000 |
0 |
|
Sound View Wealth Advisors Group LLC |
189 |
- |
2023-12-31 |
20,270 |
$711,000 |
0 |
|
Visionary Wealth Advisors |
265 |
- |
2023-12-31 |
20,145 |
$707,000 |
2,789 |
|
WEALTHSOURCE PARTNERS LLC |
248 |
- |
2023-12-31 |
19,950 |
$700,000 |
-200 |
|
IFP Advisors Inc |
470 |
- |
2023-12-31 |
19,096 |
$670,000 |
288 |
|
Sugarloaf Wealth Management LLC |
71 |
- |
2024-03-31 |
18,283 |
$669,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1528 |
- |
2023-12-31 |
18,812 |
$660,000 |
0 |
|
|
100 Records found
|
1
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