|
Institutional
Holders
Total
Institutions:
|
468 9 |
|
Total
shares held :
|
48,839,085 |
|
% of shares
held :
|
54.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
1,597,100 |
|
% of shares
held change :
|
1.77% |
|
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 |
BANK OF AMERICA CORP /DE/ |
527 |
- |
2023-12-31 |
3,301,805 |
$219,537,000 |
274,403 |
|
JANE STREET GROUP LLC |
73 |
- |
2023-12-31 |
2,703,182 |
$179,735,000 |
1,154,893 |
|
Orgel Wealth Management LLC |
8 |
- |
2024-03-31 |
2,434,088 |
$167,465,000 |
105,371 |
|
ENVESTNET ASSET MANAGEMENT INC |
399 |
- |
2023-12-31 |
1,584,045 |
$105,323,000 |
5,146 |
|
AMERIPRISE FINANCIAL INC |
549 |
- |
2023-12-31 |
1,367,210 |
$91,075,000 |
263,703 |
|
LPL FINANCIAL CORP |
336 |
- |
2023-12-31 |
1,251,953 |
$83,242,000 |
189,126 |
|
ROYAL BANK OF CANADA |
583 |
- |
2023-12-31 |
1,030,275 |
$68,505,000 |
63,936 |
|
Confluence Wealth Services Inc. |
5 |
- |
2024-03-31 |
784,851 |
$53,998,000 |
100,189 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
273 |
- |
2024-03-31 |
661,469 |
$45,509,000 |
151,351 |
|
SAGEWORTH TRUST CO |
9 |
- |
2024-03-31 |
658,127 |
$45,279,000 |
28,690 |
|
Summit Financial Wealth Advisors LLC |
4 |
- |
2024-03-31 |
387,143 |
$26,635,000 |
5,722 |
|
Barry Investment Advisors LLC |
1 |
- |
2024-03-31 |
371,833 |
$25,582,000 |
13,333 |
|
Equitable Holdings Inc. |
69 |
- |
2023-12-31 |
384,623 |
$25,574,000 |
35,747 |
|
J P MORGAN CHASE & CO |
1478 |
- |
2023-12-31 |
361,436 |
$24,032,000 |
97,597 |
|
Arlington Trust Co LLC |
4 |
- |
2024-03-31 |
343,047 |
$23,602,000 |
12,427 |
|
Capital Advantage Inc. |
|
- |
2023-12-31 |
295,993 |
$19,681,000 |
14,679 |
|
Roble Belko & Company Inc |
10 |
- |
2024-03-31 |
281,960 |
$19,399,000 |
72,099 |
|
Envestnet Portfolio Solutions Inc. |
137 |
- |
2023-12-31 |
264,056 |
$17,557,000 |
8,837 |
|
SWAN Capital LLC |
4 |
- |
2024-03-31 |
232,183 |
$15,974,000 |
17,218 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
12 |
- |
2023-12-31 |
234,553 |
$15,595,000 |
263 |
|
JONES FINANCIAL COMPANIES LLLP |
81 |
- |
2023-12-31 |
229,367 |
$15,251,000 |
14,816 |
|
BB&T CORP |
485 |
- |
2023-12-31 |
223,999 |
$14,894,000 |
6,023 |
|
LS INVESTMENT ADVISORS, LLC |
9 |
- |
2024-03-31 |
216,253 |
$14,878,000 |
9,591 |
|
STIFEL FINANCIAL CORP |
650 |
- |
2023-12-31 |
208,560 |
$13,867,000 |
1,469 |
|
Main Line Retirement Advisors LLC |
2 |
- |
2024-03-31 |
200,977 |
$13,823,000 |
10,568 |
|
KWMG LLC |
19 |
- |
2024-03-31 |
183,714 |
$12,639,000 |
1,429 |
|
OLD MISSION CAPITAL LLC |
44 |
- |
2023-12-31 |
189,848 |
$12,623,000 |
180,691 |
|
Rockefeller Capital Management L.P. |
395 |
- |
2023-12-31 |
187,425 |
$12,462,000 |
35,088 |
|
ATRIA INVESTMENTS LLC |
125 |
- |
2023-12-31 |
180,510 |
$12,002,000 |
1,469 |
|
SEI INVESTMENTS CO |
801 |
- |
2023-12-31 |
179,057 |
$11,905,000 |
44,974 |
|
MARINER WEALTH ADVISORS, LLC |
453 |
- |
2023-12-31 |
163,571 |
$10,876,000 |
10,474 |
|
Ackerman Capital Advisors LLC |
9 |
- |
2024-03-31 |
154,236 |
$10,611,000 |
111 |
|
EQUITABLE TRUST CO |
30 |
- |
2024-03-31 |
151,359 |
$10,413,000 |
21,763 |
|
AAFCPAs Wealth Management LLC |
6 |
- |
2023-12-31 |
155,242 |
$10,322,000 |
11,017 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
393 |
- |
2023-12-31 |
154,746 |
$10,289,000 |
154 |
|
AE Wealth Management LLC |
399 |
- |
2023-12-31 |
147,157 |
$9,681,000 |
27,223 |
|
Integrated Advisors Network LLC |
39 |
- |
2023-12-31 |
144,814 |
$9,629,000 |
1,803 |
|
Archetype Wealth Partners LLC |
13 |
- |
2023-12-31 |
138,568 |
$9,213,000 |
8,490 |
|
Prentice Wealth Management LLC |
9 |
- |
2024-03-31 |
132,331 |
$9,104,000 |
4,651 |
|
New England Private Wealth Advisors LLC |
16 |
- |
2023-12-31 |
131,761 |
$8,761,000 |
5,001 |
|
H D Vest Advisory Services |
191 |
- |
2023-12-31 |
126,566 |
$8,415,000 |
3,027 |
|
Capital Advisors Wealth Management LLC |
16 |
- |
2024-03-31 |
121,513 |
$8,360,000 |
5,963 |
|
Lebenthal Global Advisors LLC |
13 |
- |
2023-12-31 |
117,753 |
$7,829,000 |
4,890 |
|
Cedar Mountain Advisors LLC |
14 |
- |
2024-03-31 |
105,101 |
$7,231,000 |
2,801 |
|
Meeder Advisory Services Inc. |
|
- |
2023-12-31 |
104,987 |
$6,981,000 |
3,468 |
|
FINANCIAL NETWORK |
470 |
- |
2023-12-31 |
96,033 |
$6,385,000 |
10,587 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
623 |
- |
2024-03-31 |
92,795 |
$6,384,000 |
10,619 |
|
PFG Advisors |
49 |
- |
2023-12-31 |
91,482 |
$6,083,000 |
3,806 |
|
Wedmont Private Capital |
36 |
- |
2024-03-31 |
82,167 |
$5,689,000 |
4,593 |
|
Kraft Davis & Associates LLC |
24 |
- |
2023-12-31 |
83,784 |
$5,509,000 |
274 |
|
Guardian Financial Partners LLC |
8 |
- |
2024-03-31 |
79,172 |
$5,447,000 |
13,354 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
65 |
- |
2024-03-31 |
75,328 |
$5,183,000 |
2,295 |
|
Pinnacle Financial Group LLC / IL |
12 |
- |
2023-12-31 |
77,617 |
$5,161,000 |
1,014 |
|
MERCER GLOBAL ADVISORS INC /ADV |
466 |
- |
2023-12-31 |
76,874 |
$5,111,000 |
7,025 |
|
Vestmark Advisory Solutions Inc. |
92 |
- |
2023-12-31 |
73,510 |
$4,888,000 |
6,113 |
|
FINANCIAL ARCHITECTS INC |
29 |
- |
2023-06-30 |
76,047 |
$4,806,000 |
2,722 |
|
PRINCIPAL SECURITIES INC. |
132 |
- |
2024-03-31 |
69,357 |
$4,772,000 |
6,508 |
|
Dai-Ichi Life Insurance Company Ltd |
196 |
- |
2023-12-31 |
69,704 |
$4,635,000 |
3,448 |
|
VANGUARD GROUP INC |
3322 |
- |
2023-12-31 |
69,079 |
$4,593,000 |
3,952 |
|
Atria Wealth Solutions Inc. |
343 |
- |
2023-12-31 |
68,747 |
$4,571,000 |
13,000 |
|
S. R. Schill & Associates |
11 |
- |
2024-03-31 |
66,140 |
$4,550,000 |
45 |
|
SWEENEY & MICHEL LLC |
12 |
- |
2023-09-30 |
71,701 |
$4,391,000 |
63,832 |
|
Clarity Wealth Advisors LLC |
23 |
- |
2024-03-31 |
61,481 |
$4,230,000 |
10,033 |
|
First PREMIER Bank |
29 |
- |
2024-03-31 |
57,166 |
$3,933,000 |
23,630 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
247 |
- |
2024-03-31 |
56,236 |
$3,869,000 |
1,983 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
22 |
- |
2024-03-31 |
56,215 |
$3,868,000 |
2,143 |
|
Wealthcare Advisory Partners LLC |
136 |
- |
2024-03-31 |
55,250 |
$3,801,000 |
327 |
|
Venture Visionary Partners LLC |
115 |
- |
2023-12-31 |
57,073 |
$3,795,000 |
9,479 |
|
Investment Advisory Group LLC |
19 |
- |
2024-03-31 |
53,547 |
$3,684,000 |
1,552 |
|
BCS Wealth Management |
20 |
- |
2024-03-31 |
50,148 |
$3,450,000 |
5,088 |
|
COURIER CAPITAL CORP |
86 |
- |
2024-03-31 |
49,912 |
$3,434,000 |
11,784 |
|
RENAISSANCE TECHNOLOGIES LLC |
1607 |
- |
2023-12-31 |
50,789 |
$3,377,000 |
50,789 |
|
Heartwood Wealth Advisors LLC |
33 |
- |
2024-03-31 |
49,004 |
$3,371,000 |
1,616 |
|
Sageworth Trust Co of South Dakota |
3 |
- |
2024-03-31 |
48,449 |
$3,333,000 |
9,769 |
|
OPPENHEIMER & CO INC |
363 |
- |
2023-12-31 |
48,367 |
$3,216,000 |
75 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
32 |
- |
2024-03-31 |
45,178 |
$3,108,000 |
510 |
|
JFS WEALTH ADVISORS, LLC |
60 |
- |
2024-03-31 |
44,646 |
$3,072,000 |
737 |
|
Goss Wealth Management LLC |
496 |
- |
2023-12-31 |
46,430 |
$3,050,000 |
4,452 |
|
High Net Worth Advisory Group LLC |
28 |
- |
2024-03-31 |
41,710 |
$2,870,000 |
4,282 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
936 |
- |
2024-03-31 |
41,545 |
$2,858,000 |
3,950 |
|
Mayfair Advisory Group LLC |
11 |
- |
2024-03-31 |
38,290 |
$2,634,000 |
5,105 |
|
180 WEALTH ADVISORS LLC |
54 |
- |
2024-03-31 |
37,979 |
$2,613,000 |
1,838 |
|
MARINO STRAM & ASSOCIATES LLC |
31 |
- |
2024-03-31 |
37,018 |
$2,547,000 |
10,224 |
|
Kestra Advisory Services LLC |
710 |
- |
2023-12-31 |
36,563 |
$2,431,000 |
5,067 |
|
FIRST CITIZENS BANK & TRUST CO |
173 |
- |
2024-03-31 |
35,003 |
$2,408,000 |
2,762 |
|
Southland Equity Partners LLC |
33 |
- |
2024-03-31 |
34,039 |
$2,342,000 |
826 |
|
MISSION WEALTH MANAGEMENT LLC |
159 |
- |
2024-03-31 |
33,179 |
$2,283,000 |
27,931 |
|
Carnick & Kubik Group LLC |
94 |
- |
2024-03-31 |
32,261 |
$2,220,000 |
14,848 |
|
Zhang Financial LLC |
79 |
- |
2024-03-31 |
32,025 |
$2,203,000 |
4,041 |
|
CoreFirst Bank & Trust |
15 |
- |
2023-12-31 |
32,584 |
$2,167,000 |
1,999 |
|
Wealthfront Advisers LLC |
497 |
- |
2024-03-31 |
26,957 |
$1,855,000 |
7,716 |
|
Smartleaf Asset Management LLC |
58 |
- |
2024-03-31 |
27,173 |
$1,804,000 |
3,863 |
|
MULTIFINANCIAL SECURITIES CORP |
548 |
- |
2023-12-31 |
26,580 |
$1,767,000 |
312 |
|
Glass Jacobson Investment Advisors llc |
51 |
- |
2024-03-31 |
24,815 |
$1,707,000 |
1,449 |
|
PRECEDENT WEALTH PARTNERS LLC |
30 |
- |
2024-03-31 |
24,482 |
$1,684,000 |
138 |
|
Eudaimonia Partners LLC |
55 |
- |
2024-03-31 |
24,484 |
$1,684,000 |
1,482 |
|
DRIVE WEALTH MANAGEMENT LLC |
39 |
- |
2024-03-31 |
23,151 |
$1,593,000 |
3,156 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
96 |
- |
2024-03-31 |
23,084 |
$1,588,000 |
4,312 |
|
Apollon Wealth Management LLC |
351 |
- |
2024-03-31 |
21,739 |
$1,496,000 |
218 |
|
DONALDSON CAPITAL MANAGEMENT LLC |
110 |
- |
2024-03-31 |
21,549 |
$1,483,000 |
633 |
|
|
100 Records found
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1
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