|
Institutional
Holders
Total
Institutions:
|
271 15 |
|
Total
shares held :
|
41,239,660 |
|
% of shares
held :
|
45.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
170,688 |
|
% of shares
held change :
|
0.19% |
|
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 |
J P MORGAN CHASE & CO |
234 |
- |
2023-12-31 |
15,796,390 |
$780,972,000 |
991,968 |
|
WHARTON BUSINESS GROUP, LLC |
1 |
- |
2023-12-31 |
4,357,674 |
$215,443,000 |
29,880 |
|
RENAISSANCE TECHNOLOGIES LLC |
200 |
- |
2023-12-31 |
1,513,107 |
$74,808,000 |
680,934 |
|
Ronald Blue Trust Inc. |
24 |
- |
2023-12-31 |
1,438,442 |
$70,757,000 |
71,462 |
|
WELLS FARGO & CO/MN |
654 |
- |
2023-12-31 |
1,085,186 |
$53,651,000 |
578,086 |
|
Efficient Wealth Management LLC |
|
- |
2023-12-31 |
1,034,728 |
$51,157,000 |
-63,800 |
|
Colony Family Offices LLC |
2 |
- |
2023-12-31 |
866,088 |
$42,819,000 |
9,138 |
|
Grant Street Asset Management Inc. |
|
- |
2023-12-31 |
760,621 |
$37,605,000 |
9,676 |
|
Pacific Center for Financial Services |
2 |
- |
2023-12-31 |
747,433 |
$36,953,000 |
-14,355 |
|
LPL FINANCIAL CORP |
685 |
- |
2023-12-31 |
623,747 |
$30,838,000 |
24,261 |
|
Fortis Advisors LLC |
1 |
- |
2023-12-31 |
442,474 |
$21,876,000 |
12,276 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
434,192 |
$21,466,000 |
-2,869 |
|
Capital Analysts Inc. |
17 |
- |
2023-12-31 |
429,506 |
$21,234,000 |
126,278 |
|
David Kennon Inc |
|
- |
2023-12-31 |
422,833 |
$20,905,000 |
248,608 |
|
InterOcean Capital Group LLC |
49 |
- |
2023-12-31 |
417,099 |
$20,621,000 |
-3,187 |
|
Red Wave Investments LLC |
2 |
- |
2023-12-31 |
388,250 |
$19,195,000 |
136,900 |
|
HORIZON ASSET MANAGEMENT INC/NY |
41 |
- |
2023-12-31 |
291,631 |
$14,418,000 |
13,379 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
354 |
- |
2024-03-31 |
266,720 |
$13,216,000 |
18,815 |
|
STIFEL FINANCIAL CORP |
686 |
- |
2023-12-31 |
255,792 |
$12,646,000 |
41,205 |
|
NewEdge Wealth LLC |
83 |
- |
2023-12-31 |
254,155 |
$12,565,000 |
249,905 |
|
Betterment LLC |
64 |
- |
2023-12-31 |
235,165 |
$11,627,000 |
11,479 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
17 |
- |
2024-03-31 |
229,580 |
$11,376,000 |
3,514 |
|
Schulz Wealth LTD. |
3 |
- |
2024-03-31 |
227,228 |
$11,259,000 |
-23,742 |
|
AE Wealth Management LLC |
374 |
- |
2023-12-31 |
221,206 |
$10,972,000 |
93,136 |
|
Coyle Financial Counsel Inc. |
7 |
- |
2023-12-31 |
211,964 |
$10,479,000 |
-2,496 |
|
Advisor Group Holdings Inc. |
792 |
- |
2023-12-31 |
207,423 |
$10,255,000 |
-8,253 |
|
Ariel Capital Advisors LLC |
8 |
- |
2023-12-31 |
206,700 |
$10,219,000 |
225 |
|
Fonville Wealth Management LLC |
3 |
- |
2024-03-31 |
201,609 |
$9,990,000 |
30,694 |
|
CI Private Wealth LLC |
523 |
- |
2023-12-31 |
198,092 |
$9,794,000 |
4,254 |
|
BANK OF AMERICA CORP /DE/ |
2455 |
- |
2023-12-31 |
184,715 |
$9,132,000 |
147,805 |
|
Rockefeller Capital Management L.P. |
501 |
- |
2023-12-31 |
172,179 |
$8,513,000 |
-1,532 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
529 |
- |
2024-03-31 |
163,756 |
$8,114,000 |
34,977 |
|
NVWM LLC |
6 |
- |
2023-12-31 |
162,193 |
$8,019,000 |
-4,143 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
836 |
- |
2023-12-31 |
160,834 |
$7,952,000 |
-14,324 |
|
FINANCIAL NETWORK |
422 |
- |
2023-12-31 |
153,997 |
$7,614,000 |
41,112 |
|
BLAIR WILLIAM & CO/IL |
366 |
- |
2023-12-31 |
153,277 |
$7,578,000 |
-2,699 |
|
HB Wealth Management LLC |
102 |
- |
2023-12-31 |
150,128 |
$7,422,000 |
-64,285 |
|
Scott Capital Advisors LLC |
14 |
- |
2024-03-31 |
149,550 |
$7,386,000 |
-687 |
|
ROYAL BANK OF CANADA |
1650 |
- |
2023-12-31 |
148,104 |
$7,322,000 |
6,873 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
14 |
- |
2023-12-31 |
144,084 |
$7,124,000 |
-65,766 |
|
MONUMENTAL FINANCIAL GROUP INC. |
9 |
- |
2024-03-31 |
139,539 |
$6,914,000 |
11,011 |
|
ECLECTIC ASSOCIATES INC /ADV |
5 |
- |
2024-03-31 |
134,217 |
$6,650,000 |
-12,303 |
|
WealthPlan Investment Management LLC |
42 |
*New |
2023-12-31 |
130,106 |
$6,432,000 |
130,106 |
|
LOWE BROCKENBROUGH & CO INC |
62 |
- |
2023-12-31 |
128,100 |
$6,333,000 |
46,450 |
|
MADISON WEALTH MANAGEMENT |
20 |
- |
2023-09-30 |
126,555 |
$6,225,000 |
-4,895 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
97 |
- |
2023-12-31 |
125,634 |
$6,211,000 |
0 |
|
Kathmere Capital Management LLC |
35 |
- |
2024-03-31 |
121,094 |
$6,000,000 |
-5,939 |
|
AlphaCore Capital LLC |
23 |
- |
2023-12-31 |
120,000 |
$5,933,000 |
-40,000 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1065 |
- |
2024-03-31 |
112,853 |
$5,592,000 |
37,412 |
|
Steward Partners Investment Advisory LLC |
261 |
- |
2023-12-31 |
111,999 |
$5,537,000 |
91,154 |
|
Roberts Wealth Advisors LLC |
11 |
- |
2024-03-31 |
111,967 |
$5,525,000 |
55,305 |
|
SP Asset Management LLC |
42 |
- |
2023-12-31 |
110,063 |
$5,441,000 |
2,444 |
|
Annapolis Financial Services LLC |
19 |
- |
2024-03-31 |
106,579 |
$5,281,000 |
-4,688 |
|
Chicago Partners Investment Group LLC |
102 |
- |
2024-03-31 |
104,583 |
$5,170,000 |
920 |
|
Northwest Capital Management Inc |
13 |
- |
2024-03-31 |
104,022 |
$5,154,000 |
0 |
|
CWM LLC |
412 |
- |
2024-03-31 |
104,023 |
$5,154,000 |
1 |
|
ZAZOVE ASSOCIATES LLC |
8 |
- |
2023-12-31 |
100,000 |
$4,944,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
683 |
- |
2023-12-31 |
99,118 |
$4,900,000 |
-5,130 |
|
CREATIVE PLANNING |
583 |
- |
2023-12-31 |
94,016 |
$4,648,000 |
-20,154 |
|
Pine Harbor Wealth Management LLC |
9 |
- |
2023-12-31 |
92,157 |
$4,556,000 |
0 |
|
MML INVESTORS SERVICES LLC |
654 |
- |
2023-12-31 |
90,009 |
$4,450,000 |
40,136 |
|
BANK OF MONTREAL /CAN/ |
1088 |
- |
2023-12-31 |
88,400 |
$4,370,000 |
55,394 |
|
ADVISORY RESEARCH INC |
38 |
- |
2023-12-31 |
87,535 |
$4,328,000 |
4,060 |
|
Focus Financial Network Inc. |
89 |
- |
2024-03-31 |
84,265 |
$4,160,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
103 |
- |
2024-03-31 |
79,637 |
$3,946,000 |
2,260 |
|
McClarren Financial Advisors Inc. |
9 |
- |
2023-12-31 |
79,330 |
$3,922,000 |
4,619 |
|
Aberdeen Wealth Management LLC |
5 |
- |
2023-12-31 |
79,178 |
$3,915,000 |
-214 |
|
SAGE RHINO CAPITAL LLC |
35 |
- |
2024-03-31 |
78,821 |
$3,906,000 |
2,106 |
|
American Trust |
59 |
- |
2023-12-31 |
78,607 |
$3,886,000 |
-9,411 |
|
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID |
53 |
- |
2024-03-31 |
76,083 |
$3,770,000 |
-3,556 |
|
NAPLES GLOBAL ADVISORS LLC |
73 |
- |
2023-12-31 |
73,450 |
$3,631,000 |
-25,200 |
|
Signature Wealth Management Group |
23 |
- |
2024-03-31 |
71,828 |
$3,547,000 |
7,181 |
|
TruWealth Advisors LLC |
58 |
- |
2024-03-31 |
69,604 |
$3,449,000 |
19,841 |
|
TAGStone Capital Inc. |
15 |
- |
2023-12-31 |
69,205 |
$3,422,000 |
-50 |
|
TD CAPITAL MANAGEMENT LLC |
38 |
- |
2023-12-31 |
67,806 |
$3,352,000 |
-32,014 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
148 |
*New |
2024-03-31 |
66,415 |
$3,291,000 |
66,415 |
|
Kraft Davis & Associates LLC |
27 |
- |
2023-12-31 |
63,973 |
$3,174,000 |
45,596 |
|
CAPITAL INVESTMENT SERVICES OF AMERICA INC |
47 |
- |
2023-12-31 |
63,040 |
$3,117,000 |
-36,120 |
|
MorganRosel Wealth Management LLC |
21 |
- |
2024-03-31 |
60,484 |
$2,997,000 |
19,206 |
|
PALISADES HUDSON ASSET MANAGEMENT L.P. |
17 |
- |
2023-12-31 |
60,124 |
$2,973,000 |
1,198 |
|
VALMARK ADVISERS INC |
125 |
- |
2023-12-31 |
58,212 |
$2,878,000 |
-87 |
|
YALE CAPITAL CORP |
125 |
- |
2023-12-31 |
57,110 |
$2,824,000 |
0 |
|
Bouchey Financial Group Ltd |
32 |
- |
2024-03-31 |
56,674 |
$2,808,000 |
-15,487 |
|
FRONT BARNETT ASSOCIATES LLC |
43 |
- |
2023-09-30 |
55,749 |
$2,742,000 |
-32,050 |
|
BBJS FINANCIAL ADVISORS LLC |
23 |
- |
2023-12-31 |
54,974 |
$2,718,000 |
-28,987 |
|
KITCHING PARTNERS LLC |
7 |
- |
2023-12-31 |
54,190 |
$2,679,000 |
0 |
|
Axiom Advisory LLC |
14 |
- |
2024-03-31 |
51,949 |
$2,574,000 |
1,750 |
|
PLANNING DIRECTIONS INC |
10 |
- |
2023-12-31 |
51,101 |
$2,526,000 |
-3,244 |
|
BUSEY TRUST CO |
129 |
*New |
2024-03-31 |
50,353 |
$2,495,000 |
50,353 |
|
ADAR1 Capital Management LLC |
24 |
- |
2023-12-31 |
50,206 |
$2,482,000 |
0 |
|
HTG Investment Advisors Inc. |
16 |
- |
2023-12-31 |
49,421 |
$2,443,000 |
9,928 |
|
Strategic Investment Solutions Inc. /IL |
27 |
- |
2023-12-31 |
48,592 |
$2,402,000 |
32,090 |
|
ENVESTNET ASSET MANAGEMENT INC |
2345 |
- |
2023-12-31 |
48,370 |
$2,391,000 |
10,172 |
|
Streettalk Advisors LLC |
94 |
- |
2023-12-31 |
47,808 |
$2,364,000 |
-1,329 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
126 |
- |
2024-03-31 |
46,605 |
$2,309,000 |
1,993 |
|
MontVue Capital Management Inc. |
11 |
- |
2023-12-31 |
45,523 |
$2,251,000 |
0 |
|
Equity Investment Corp Acquisition Inc |
48 |
- |
2023-12-31 |
45,246 |
$2,237,000 |
-29,880 |
|
Joseph Group Capital Management |
18 |
- |
2023-12-31 |
44,965 |
$2,223,000 |
9,821 |
|
Ameritas Advisory Services LLC |
163 |
- |
2023-12-31 |
43,861 |
$2,168,000 |
-8,461 |
|
HBW Advisory Services LLC |
76 |
- |
2024-03-31 |
43,342 |
$2,143,000 |
0 |
|
|
100 Records found
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1
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