|
Institutional
Holders
Total
Institutions:
|
229 7 |
|
Total
shares held :
|
43,045,322 |
|
% of shares
held :
|
79.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-21 |
|
Amount
of shares held :
|
-215,517 |
|
% of shares
held change :
|
-0.4% |
|
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 |
FINANCIAL ENGINES ADVISORS L.L.C. |
6 |
- |
2023-12-31 |
33,450,288 |
$2,002,669,000 |
10,637 |
|
BANK OF AMERICA CORP /DE/ |
1238 |
- |
2023-12-31 |
731,541 |
$43,797,000 |
-40,888 |
|
CLS INVESTMENT FIRM LLC |
18 |
- |
2022-12-31 |
898,449 |
$42,533,000 |
-19,404 |
|
LPL FINANCIAL CORP |
563 |
- |
2023-12-31 |
686,984 |
$41,130,000 |
9,896 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
388 |
- |
2023-12-31 |
421,119 |
$25,212,000 |
19,349 |
|
JANE STREET GROUP LLC |
481 |
- |
2023-12-31 |
380,197 |
$22,762,000 |
380,197 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
369,020 |
$22,093,000 |
-64,500 |
|
Alpha Financial Advisors LLC |
3 |
- |
2023-12-31 |
355,570 |
$21,288,000 |
12,611 |
|
New England Private Wealth Advisors LLC |
7 |
- |
2023-12-31 |
339,829 |
$20,346,000 |
199 |
|
WELLS FARGO & CO/MN |
1159 |
- |
2023-12-31 |
291,026 |
$17,424,000 |
-52,399 |
|
MORGAN STANLEY |
2821 |
- |
2023-12-31 |
287,123 |
$17,190,000 |
87,513 |
|
AMERIPRISE FINANCIAL INC |
1444 |
- |
2023-12-31 |
243,766 |
$14,593,000 |
-9,376 |
|
MARINER WEALTH ADVISORS, LLC |
396 |
- |
2023-12-31 |
223,258 |
$13,366,000 |
-29,945 |
|
Wealthcare Advisory Partners LLC |
51 |
- |
2024-03-31 |
213,958 |
$12,756,000 |
-13,414 |
|
Orion Portfolio Solutions LLC |
145 |
- |
2023-12-31 |
209,696 |
$12,206,000 |
-651,601 |
|
Sweet Financial Partners LLC |
7 |
- |
2023-12-31 |
195,079 |
$11,679,000 |
-1,000 |
|
Dynamic Advisors Solutions LLC |
72 |
- |
2024-03-31 |
173,683 |
$10,355,000 |
11,386 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
757 |
- |
2023-12-31 |
163,659 |
$9,798,000 |
23,967 |
|
Fundamentun LLC |
33 |
- |
2024-03-31 |
153,577 |
$9,156,000 |
-1,289 |
|
Stratos Wealth Advisors LLC |
41 |
- |
2024-03-31 |
146,978 |
$8,763,000 |
6,081 |
|
AlphaCore Capital LLC |
17 |
- |
2023-12-31 |
146,290 |
$8,758,000 |
12,980 |
|
Archford Capital Strategies LLC |
12 |
- |
2023-12-31 |
138,822 |
$8,311,000 |
-3,789 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
|
- |
2023-12-31 |
129,703 |
$7,765,000 |
-1,550 |
|
Betterment LLC |
82 |
*New |
2023-12-31 |
128,762 |
$7,709,000 |
128,762 |
|
CFS Investment Advisory Services LLC |
15 |
- |
2023-12-31 |
128,638 |
$7,702,000 |
-3,493 |
|
UBS Group AG |
1638 |
- |
2023-12-31 |
126,166 |
$7,554,000 |
15,068 |
|
Berger Financial Group Inc |
36 |
*New |
2024-03-31 |
117,076 |
$6,980,000 |
117,076 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
102 |
- |
2023-12-31 |
115,676 |
$6,925,000 |
-4,517 |
|
CIBC WORLD MARKETS INC. |
291 |
- |
2023-12-31 |
115,596 |
$6,921,000 |
-1,807 |
|
Concord Wealth Partners |
21 |
- |
2023-12-31 |
111,836 |
$6,696,000 |
-35,727 |
|
ROYAL BANK OF CANADA |
1742 |
- |
2023-12-31 |
105,688 |
$6,326,000 |
11,538 |
|
ENVESTNET ASSET MANAGEMENT INC |
1745 |
- |
2023-12-31 |
103,140 |
$6,175,000 |
-15,367 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
|
- |
2023-12-31 |
97,376 |
$5,830,000 |
-1,742 |
|
BARRETT & COMPANY INC. |
7 |
- |
2024-03-31 |
89,382 |
$5,329,000 |
3,089 |
|
DAYMARK WEALTH PARTNERS LLC |
86 |
- |
2024-03-31 |
84,479 |
$5,037,000 |
356 |
|
Sentinus LLC |
20 |
- |
2023-06-30 |
90,490 |
$5,031,000 |
-2,866 |
|
RWM Asset Management LLC |
45 |
- |
2024-03-31 |
83,221 |
$4,962,000 |
525 |
|
MML INVESTORS SERVICES LLC |
659 |
- |
2023-12-31 |
73,723 |
$4,414,000 |
-4,171 |
|
Brookstone Capital Management |
233 |
- |
2024-03-31 |
73,846 |
$4,403,000 |
6,320 |
|
BB&T CORP |
937 |
- |
2023-12-31 |
67,614 |
$4,048,000 |
1,201 |
|
RAYMOND JAMES & ASSOCIATES |
1692 |
- |
2023-12-31 |
64,267 |
$3,848,000 |
3,073 |
|
Crescent Grove Advisors LLC |
49 |
- |
2023-12-31 |
58,007 |
$3,473,000 |
-630 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
41 |
- |
2023-12-31 |
56,451 |
$3,380,000 |
-36 |
|
Integrated Wealth Concepts LLC |
320 |
- |
2023-12-31 |
56,140 |
$3,361,000 |
-33,361 |
|
OHE FINANCIAL INC |
46 |
- |
2023-12-31 |
51,536 |
$3,085,000 |
30 |
|
Advisor Group Holdings Inc. |
1542 |
- |
2023-12-31 |
49,748 |
$2,979,000 |
-14,369 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1518 |
- |
2023-12-31 |
49,003 |
$2,934,000 |
49,003 |
|
VALMARK ADVISERS INC |
126 |
- |
2023-12-31 |
48,016 |
$2,875,000 |
3,007 |
|
Baron Silver Stevens Financial Advisors LLC |
28 |
- |
2023-12-31 |
44,575 |
$2,669,000 |
-2,009 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1024 |
- |
2023-12-31 |
43,655 |
$2,614,000 |
-2,230 |
|
BANCO BILBAO VIZCAYA ARGENTARIA S.A. |
343 |
- |
2023-12-31 |
43,054 |
$2,578,000 |
-1,114 |
|
J P MORGAN CHASE & CO |
2874 |
- |
2023-12-31 |
39,251 |
$2,350,000 |
38,503 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
26 |
- |
2024-03-31 |
39,379 |
$2,348,000 |
2,416 |
|
MCCORMACK ADVISORS INTERNATIONAL |
273 |
- |
2023-12-31 |
38,395 |
$2,299,000 |
-436 |
|
VALLEY NATIONAL ADVISERS INC |
67 |
- |
2024-03-31 |
38,570 |
$2,299,000 |
-5,390 |
|
Capital Financial Planning LLC |
21 |
- |
2023-09-30 |
42,770 |
$2,233,000 |
-1,627 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
13 |
- |
2023-03-31 |
41,807 |
$2,203,000 |
-571 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
198 |
- |
2023-12-31 |
36,518 |
$2,186,000 |
0 |
|
Kestra Advisory Services LLC |
763 |
- |
2023-12-31 |
35,604 |
$2,132,000 |
-3,400 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
731 |
- |
2023-09-30 |
38,683 |
$2,020,000 |
-2,265 |
|
Strategic Wealth Designers |
51 |
- |
2023-12-31 |
32,825 |
$1,965,000 |
-2,017 |
|
CITADEL ADVISORS LLC |
2354 |
*New |
2023-12-31 |
31,889 |
$1,909,000 |
31,889 |
|
SWEENEY & MICHEL LLC |
21 |
- |
2023-09-30 |
35,331 |
$1,830,000 |
10,246 |
|
Essex Private Wealth Management LLC |
8 |
- |
2023-12-31 |
29,343 |
$1,757,000 |
-450 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
813 |
- |
2023-12-31 |
28,297 |
$1,694,000 |
16,661 |
|
WHARTON BUSINESS GROUP, LLC |
71 |
- |
2023-12-31 |
27,355 |
$1,638,000 |
-25 |
|
PFG Advisors |
192 |
- |
2023-12-31 |
26,482 |
$1,585,000 |
-63 |
|
MATHES COMPANY INC |
47 |
- |
2023-12-31 |
25,425 |
$1,522,000 |
0 |
|
H D Vest Advisory Services |
590 |
- |
2023-12-31 |
25,304 |
$1,515,000 |
1,780 |
|
CWM LLC |
701 |
- |
2024-03-31 |
24,957 |
$1,488,000 |
-4,666 |
|
FDX ADVISORS, INC. |
184 |
- |
2023-12-31 |
24,585 |
$1,472,000 |
-3,923 |
|
Gladstone Institutional Advisory LLC |
253 |
- |
2023-12-31 |
22,469 |
$1,345,000 |
-3,616 |
|
BANK OF MONTREAL /CAN/ |
1517 |
- |
2023-12-31 |
21,474 |
$1,298,000 |
66 |
|
Cedar Wealth Management LLC |
33 |
- |
2023-12-31 |
21,436 |
$1,283,000 |
-233 |
|
Consolidated Planning Corp |
82 |
- |
2023-12-31 |
21,256 |
$1,273,000 |
-1,645 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
21,250 |
$1,272,000 |
17,350 |
|
REDW Stanley Financial Advisors LLC |
|
- |
2023-12-31 |
21,237 |
$1,271,000 |
-3,590 |
|
BP WEALTH MANAGEMENT LLC |
301 |
- |
2023-12-31 |
21,039 |
$1,260,000 |
-32,944 |
|
HIGHTOWER ADVISORS, LLC |
1682 |
- |
2023-12-31 |
21,014 |
$1,256,000 |
2,133 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
116 |
- |
2023-12-31 |
20,483 |
$1,226,000 |
0 |
|
INTERACTIVE FINANCIAL ADVISORS |
30 |
- |
2023-12-31 |
21,105 |
$1,168,000 |
10,577 |
|
SPC FINANCIAL, INC. |
92 |
- |
2023-12-31 |
19,253 |
$1,153,000 |
1,537 |
|
FMR LLC |
2288 |
- |
2023-12-31 |
19,149 |
$1,146,000 |
-520 |
|
Pallas Capital Advisors LLC |
201 |
- |
2024-03-31 |
19,201 |
$1,145,000 |
14,216 |
|
Kingsview Wealth Management LLC |
456 |
- |
2023-12-31 |
17,605 |
$1,054,000 |
1,630 |
|
Private Advisor Group LLC |
1103 |
- |
2023-12-31 |
16,875 |
$1,010,000 |
-174 |
|
SAX WEALTH ADVISORS LLC |
73 |
- |
2023-12-31 |
16,781 |
$1,005,000 |
161 |
|
MERCER GLOBAL ADVISORS INC /ADV |
975 |
- |
2023-12-31 |
16,750 |
$1,003,000 |
-1,968 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
327 |
*New |
2023-12-31 |
16,496 |
$988,000 |
16,496 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
15,673 |
$938,000 |
-97 |
|
Envestnet Portfolio Solutions Inc. |
808 |
- |
2023-12-31 |
15,521 |
$929,000 |
-847 |
|
IHT Wealth Management LLC |
409 |
- |
2023-12-31 |
15,427 |
$924,000 |
-2 |
|
Lane & Associates LLC |
44 |
- |
2024-03-31 |
14,917 |
$889,000 |
829 |
|
YCMNET ADVISORS INC |
126 |
- |
2023-12-31 |
14,691 |
$880,000 |
-942 |
|
HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
13,472 |
$807,000 |
-2,266 |
|
FINANCEWARE, INC. |
40 |
- |
2024-03-31 |
13,261 |
$791,000 |
-366 |
|
COURIER CAPITAL CORP |
203 |
- |
2024-03-31 |
13,138 |
$783,000 |
102 |
|
Abbot Financial Management Inc. |
64 |
- |
2023-12-31 |
12,996 |
$778,000 |
-96 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
12,984 |
$777,000 |
0 |
|
CHECK CAPITAL MANAGEMENT INC/CA |
23 |
- |
2024-03-31 |
12,450 |
$742,000 |
0 |
|
|
100 Records found
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1
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