|
Institutional
Holders
Total
Institutions:
|
183 11 |
|
Total
shares held :
|
16,837,867 |
|
% of shares
held :
|
12.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
Amount
of shares held :
|
280,504 |
|
% of shares
held change :
|
0.21% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
268 |
- |
2023-12-31 |
4,458,352 |
$177,532,000 |
-68,598 |
|
BLACKROCK INC. |
1954 |
- |
2023-12-31 |
2,995,048 |
$119,263,000 |
4,957 |
|
Envestnet Portfolio Solutions Inc. |
57 |
- |
2023-12-31 |
1,414,921 |
$56,342,000 |
-15,689 |
|
Adviser Investments LLC |
46 |
- |
2023-12-31 |
560,557 |
$22,321,000 |
-88,584 |
|
SigFig Wealth Management LLC |
21 |
- |
2023-12-31 |
507,400 |
$20,205,000 |
67,714 |
|
PARK AVENUE SECURITIES LLC |
67 |
- |
2024-03-31 |
390,944 |
$17,651,000 |
-2,401 |
|
J P MORGAN CHASE & CO |
1707 |
- |
2023-12-31 |
406,470 |
$16,186,000 |
9,380 |
|
Advisor Group Holdings Inc. |
562 |
- |
2023-12-31 |
404,798 |
$16,120,000 |
-151,497 |
|
LPL FINANCIAL CORP |
978 |
- |
2023-12-31 |
396,525 |
$15,790,000 |
56,678 |
|
MACKENZIE FINANCIAL CORP |
395 |
- |
2023-12-31 |
340,150 |
$13,545,000 |
10,700 |
|
HANSON MCCLAIN, INC. |
99 |
- |
2024-03-31 |
288,907 |
$13,044,000 |
9,050 |
|
MML INVESTORS SERVICES LLC |
344 |
- |
2023-12-31 |
283,298 |
$11,281,000 |
69 |
|
Financial Connections Group Inc. |
|
- |
2023-12-31 |
179,313 |
$7,140,000 |
6,940 |
|
Invera Wealth Advisors LLC |
1 |
- |
2024-03-31 |
166,852 |
$7,044,000 |
-1,297 |
|
SPINNAKER TRUST |
53 |
- |
2023-12-31 |
168,911 |
$6,726,000 |
-1,247 |
|
Cetera Investment Advisers |
378 |
- |
2023-12-31 |
153,327 |
$6,105,000 |
-10,984 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
761 |
- |
2023-12-31 |
138,466 |
$5,514,000 |
4,464 |
|
One Wealth Advisors LLC |
29 |
- |
2024-03-31 |
116,743 |
$5,271,000 |
6,184 |
|
Atria Wealth Solutions Inc. |
315 |
- |
2023-12-31 |
121,611 |
$4,843,000 |
11,082 |
|
ROYAL BANK OF CANADA |
1908 |
- |
2023-12-31 |
120,488 |
$4,799,000 |
25,996 |
|
Walkner Condon Financial Advisors LLC |
27 |
- |
2024-03-31 |
104,300 |
$4,709,000 |
-1,596 |
|
GOLDMAN SACHS GROUP INC/ |
2677 |
- |
2023-12-31 |
104,336 |
$4,155,000 |
54,335 |
|
Optas LLC |
24 |
- |
2024-03-31 |
79,580 |
$3,593,000 |
-1,472 |
|
GenWealth Group Inc. |
25 |
- |
2024-03-31 |
68,433 |
$3,090,000 |
-3,022 |
|
Horst & Graben Wealth Management LLC |
30 |
- |
2024-03-31 |
67,685 |
$3,056,000 |
-1,665 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
355 |
*New |
2023-12-31 |
72,281 |
$2,878,000 |
72,281 |
|
REGATTA CAPITAL GROUP LLC |
32 |
*New |
2024-03-31 |
63,317 |
$2,859,000 |
63,317 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
482 |
- |
2023-12-31 |
69,395 |
$2,763,000 |
4,315 |
|
Crestone Asset Management LLC |
27 |
- |
2024-03-31 |
60,109 |
$2,714,000 |
2,347 |
|
Sharkey Howes & Javer |
43 |
- |
2024-03-31 |
58,250 |
$2,630,000 |
-5,399 |
|
ACCREDITED INVESTORS INC. |
52 |
- |
2023-12-31 |
65,670 |
$2,615,000 |
7,277 |
|
FIERA SCEPTRE INC. |
265 |
- |
2023-12-31 |
62,425 |
$2,486,000 |
44,910 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1549 |
- |
2023-12-31 |
59,087 |
$2,353,000 |
2,747 |
|
JANNEY MONTGOMERY SCOTT LLC |
1026 |
- |
2023-12-31 |
58,854 |
$2,344,000 |
3,281 |
|
Equitable Holdings Inc. |
384 |
- |
2023-12-31 |
55,763 |
$2,220,000 |
359 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
184 |
- |
2023-12-31 |
54,391 |
$2,170,000 |
37,781 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1217 |
- |
2024-03-31 |
47,128 |
$2,128,000 |
7,572 |
|
Atwater Malick LLC |
27 |
- |
2024-03-31 |
46,721 |
$2,109,000 |
10,136 |
|
Integrated Wealth Concepts LLC |
460 |
- |
2023-12-31 |
52,461 |
$2,089,000 |
2,132 |
|
Balanced Rock Investment Advisor |
15 |
- |
2023-12-31 |
52,009 |
$2,071,000 |
0 |
|
FINANCIAL NETWORK |
980 |
- |
2023-12-31 |
48,117 |
$1,916,000 |
-1,788 |
|
Steward Partners Investment Advisory LLC |
515 |
- |
2023-12-31 |
47,777 |
$1,902,000 |
4,994 |
|
BANK OF AMERICA CORP /DE/ |
3577 |
- |
2023-12-31 |
47,190 |
$1,879,000 |
4,746 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
44,799 |
$1,784,000 |
-674 |
|
WEALTHSOURCE PARTNERS LLC |
138 |
- |
2023-12-31 |
44,703 |
$1,780,000 |
-3,697 |
|
PRUDENTIAL FINANCIAL INC |
1538 |
- |
2023-12-31 |
42,517 |
$1,693,000 |
-9,400 |
|
BANK OF NEW YORK MELLON CORP |
2876 |
- |
2024-03-31 |
35,808 |
$1,617,000 |
324 |
|
Aptus Capital Advisors LLC |
241 |
- |
2023-12-31 |
40,059 |
$1,595,000 |
27,530 |
|
Opes Wealth Management LLC |
45 |
- |
2023-12-31 |
39,469 |
$1,572,000 |
-1,955 |
|
MORGAN STANLEY |
4559 |
- |
2023-12-31 |
38,700 |
$1,541,000 |
29,167 |
|
Ally Invest Advisors Inc. |
21 |
- |
2023-12-31 |
38,162 |
$1,520,000 |
2,001 |
|
Stratos Wealth Partners LTD. |
514 |
- |
2024-03-31 |
32,883 |
$1,485,000 |
-238 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
36 |
- |
2023-12-31 |
33,125 |
$1,319,000 |
9,125 |
|
Skyline Advisors Inc. |
24 |
- |
2024-03-31 |
29,090 |
$1,313,000 |
-543 |
|
HALBERT, HARGROVE/RUSSELL LLC |
35 |
- |
2024-03-31 |
28,872 |
$1,304,000 |
337 |
|
DFPG INVESTMENTS INC. |
203 |
- |
2023-12-31 |
30,971 |
$1,203,000 |
-2,443 |
|
Austin Private Wealth LLC |
67 |
- |
2024-03-31 |
26,878 |
$1,198,000 |
1,532 |
|
Kestra Advisory Services LLC |
1032 |
- |
2023-12-31 |
29,921 |
$1,191,000 |
-312 |
|
VERITY Wealth Advisors |
18 |
- |
2024-03-31 |
26,031 |
$1,175,000 |
2,791 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
38 |
- |
2024-03-31 |
25,427 |
$1,148,000 |
9,888 |
|
Kuntz Lesher Capital LLC |
|
- |
2023-12-31 |
28,664 |
$1,141,000 |
3,189 |
|
WELLS FARGO & CO/MN |
2873 |
- |
2023-12-31 |
28,574 |
$1,138,000 |
6,534 |
|
TD Waterhouse Canada Inc. |
402 |
- |
2023-12-31 |
28,405 |
$1,101,000 |
0 |
|
Equita Financial Network Inc. |
37 |
- |
2023-12-31 |
27,649 |
$1,101,000 |
1,915 |
|
FTB Advisors Inc. |
241 |
- |
2024-03-31 |
24,140 |
$1,090,000 |
-527 |
|
Sandbox Financial Partners LLC |
40 |
- |
2024-03-31 |
24,105 |
$1,088,000 |
-1,320 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
195 |
- |
2024-03-31 |
23,795 |
$1,070,000 |
-4,595 |
|
DIVERSIFIED TRUST CO |
300 |
- |
2024-03-31 |
23,311 |
$1,052,000 |
-1,387 |
|
We Are One Seven LLC |
326 |
*New |
2023-12-31 |
24,803 |
$988,000 |
24,803 |
|
TCWP LLC |
8 |
- |
2023-12-31 |
24,803 |
$988,000 |
-137 |
|
MULTIFINANCIAL SECURITIES CORP |
788 |
- |
2023-12-31 |
24,287 |
$967,000 |
565 |
|
MA Private Wealth |
|
- |
2023-12-31 |
23,399 |
$932,000 |
-1,357 |
|
H D Vest Advisory Services |
735 |
- |
2023-12-31 |
23,390 |
$931,000 |
-374 |
|
Wealth Alliance |
162 |
- |
2023-12-31 |
23,101 |
$920,000 |
-1,296 |
|
Clarius Group LLC |
128 |
- |
2024-03-31 |
20,343 |
$918,000 |
3 |
|
Snowden Capital Advisors LLC |
475 |
- |
2023-12-31 |
21,620 |
$861,000 |
1,217 |
|
F/M Investments LLC |
37 |
- |
2024-03-31 |
18,917 |
$854,000 |
1,317 |
|
FMR LLC |
2374 |
- |
2023-12-31 |
21,197 |
$844,000 |
272 |
|
AE Wealth Management LLC |
1212 |
- |
2023-12-31 |
20,182 |
$833,000 |
-2,063 |
|
Congress Wealth Management LLC / DE / |
390 |
- |
2024-03-31 |
18,302 |
$826,000 |
1,832 |
|
REGAL INVESTMENT ADVISORS, LLC |
253 |
- |
2023-12-31 |
19,999 |
$796,000 |
-520 |
|
Mount Yale Investment Advisors LLC |
246 |
- |
2023-12-31 |
19,136 |
$762,000 |
-151 |
|
Pensionmark Financial Group LLC |
174 |
- |
2023-12-31 |
18,890 |
$752,000 |
688 |
|
Van Hulzen Asset Management LLC |
190 |
- |
2023-12-31 |
18,543 |
$738,000 |
7,500 |
|
Strategic Blueprint LLC |
308 |
- |
2024-03-31 |
15,756 |
$711,000 |
-911 |
|
Crew Capital Management Ltd. |
34 |
- |
2023-12-31 |
17,600 |
$701,000 |
684 |
|
CWM LLC |
999 |
- |
2024-03-31 |
15,098 |
$682,000 |
3,027 |
|
JMG FINANCIAL GROUP, LTD. |
76 |
- |
2023-12-31 |
16,957 |
$675,000 |
-14,534 |
|
WRAPMANAGER INC |
104 |
- |
2023-12-31 |
16,598 |
$661,000 |
4,639 |
|
Patriot Financial Group Insurance Agency LLC |
203 |
- |
2023-12-31 |
16,586 |
$660,000 |
-113 |
|
One Wealth Management Investment & Advisory Servic |
|
- |
2023-12-31 |
16,191 |
$645,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
706 |
- |
2023-12-31 |
16,191 |
$645,000 |
-885 |
|
Orion Portfolio Solutions LLC |
1114 |
- |
2023-12-31 |
16,159 |
$641,000 |
-224 |
|
Stratos Wealth Advisors LLC |
412 |
- |
2024-03-31 |
14,156 |
$639,000 |
-787 |
|
Financial Advisors LLC |
33 |
- |
2023-12-31 |
16,042 |
$639,000 |
156 |
|
Keystone Financial Services |
39 |
- |
2023-12-31 |
15,901 |
$633,000 |
1,404 |
|
Farther Finance Advisors LLC |
308 |
- |
2023-12-31 |
15,865 |
$632,000 |
154 |
|
Aurum Wealth Management Group LLC |
157 |
- |
2024-03-31 |
13,863 |
$626,000 |
0 |
|
DOHJ LLC |
106 |
*New |
2024-03-31 |
13,044 |
$589,000 |
13,044 |
|
CREATIVE PLANNING |
1621 |
*New |
2023-12-31 |
14,273 |
$568,000 |
14,273 |
|
|
100 Records found
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1
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Page 1 of 1 |
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