|
Institutional
Holders
Total
Institutions:
|
169 7 |
|
Total
shares held :
|
8,195,497 |
|
% of shares
held :
|
10.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
26,309 |
|
% of shares
held change :
|
0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.59 |
|
Last
Quarter's Ending
Price :
|
$65.38 |
|
Last
Quarter's Average
Price :
|
$61.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.99 (9.73%) |
|
|
|
|
|
|
|
|
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/ |
743 |
- |
2024-03-31 |
2,026,504 |
$143,314,000 |
-19,049 |
|
MORGAN STANLEY |
1372 |
- |
2024-03-31 |
1,088,294 |
$76,964,000 |
44,270 |
|
LPL FINANCIAL CORP |
589 |
- |
2024-03-31 |
609,661 |
$43,115,000 |
41,037 |
|
WELLS FARGO & CO/MN |
971 |
- |
2024-03-31 |
373,121 |
$26,387,000 |
-2,759 |
|
626 Financial LLC |
2 |
- |
2024-03-31 |
297,206 |
$21,018,000 |
4,341 |
|
Pinnacle Financial Group LLC / IL |
3 |
- |
2024-03-31 |
296,783 |
$20,988,000 |
3,398 |
|
FINANCIAL NETWORK |
231 |
- |
2024-03-31 |
279,348 |
$19,755,000 |
74,369 |
|
Connecticut Wealth Management LLC |
23 |
- |
2024-03-31 |
278,166 |
$19,672,000 |
-431 |
|
HIGHTOWER ADVISORS, LLC |
549 |
- |
2024-03-31 |
217,472 |
$15,377,000 |
-5,324 |
|
Vertex Planning Partners LLC |
8 |
- |
2024-03-31 |
201,804 |
$14,272,000 |
3,136 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
769 |
- |
2024-03-31 |
151,480 |
$10,713,000 |
19,652 |
|
AMERIPRISE FINANCIAL INC |
1785 |
- |
2024-03-31 |
134,394 |
$9,506,000 |
-28,664 |
|
Melone Private Wealth LLC |
8 |
- |
2024-03-31 |
115,023 |
$8,134,000 |
-1,271 |
|
UBS Group AG |
1807 |
- |
2024-03-31 |
107,404 |
$7,596,000 |
2,593 |
|
Kestra Advisory Services LLC |
402 |
- |
2024-03-31 |
102,416 |
$7,243,000 |
-3,482 |
|
J P MORGAN CHASE & CO |
2412 |
- |
2024-03-31 |
76,755 |
$5,428,000 |
-4,445 |
|
FFG RETIREMENT ADVISORS LLC |
9 |
- |
2024-03-31 |
65,142 |
$4,607,000 |
-19,670 |
|
ROYAL BANK OF CANADA |
1972 |
- |
2024-03-31 |
63,508 |
$4,491,000 |
3,096 |
|
ENVESTNET ASSET MANAGEMENT INC |
2083 |
- |
2024-03-31 |
60,277 |
$4,263,000 |
-4,472 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
887 |
- |
2024-03-31 |
54,679 |
$3,867,000 |
238 |
|
Pathstone Holdings LLC |
615 |
- |
2024-03-31 |
54,479 |
$3,853,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
331 |
*New |
2023-09-30 |
62,211 |
$3,743,000 |
62,211 |
|
Steward Partners Investment Advisory LLC |
421 |
- |
2024-03-31 |
47,568 |
$3,364,000 |
-468 |
|
CI Private Wealth LLC |
823 |
- |
2024-03-31 |
46,371 |
$3,279,000 |
1,202 |
|
Advisor Group Holdings Inc. |
1363 |
- |
2024-03-31 |
44,592 |
$3,154,000 |
1,293 |
|
Merit Financial Group LLC |
204 |
*New |
2024-03-31 |
45,942 |
$3,147,000 |
45,942 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1468 |
- |
2024-03-31 |
43,400 |
$3,069,000 |
-369 |
|
H D Vest Advisory Services |
428 |
- |
2024-03-31 |
42,348 |
$2,995,000 |
3,671 |
|
GOLDMAN SACHS GROUP INC/ |
2946 |
- |
2024-03-31 |
39,934 |
$2,824,000 |
-5,316 |
|
Brookstone Capital Management |
314 |
- |
2024-03-31 |
37,229 |
$2,633,000 |
-10,665 |
|
CREATIVE PLANNING |
868 |
- |
2024-03-31 |
36,286 |
$2,566,000 |
0 |
|
Capital Advisory Group Advisory Services LLC |
25 |
- |
2024-03-31 |
34,231 |
$2,421,000 |
652 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
681 |
- |
2023-09-30 |
40,057 |
$2,410,000 |
-139 |
|
Certified Advisory Corp |
85 |
- |
2024-03-31 |
33,765 |
$2,388,000 |
-1,288 |
|
ARVEST TRUST CO N A |
79 |
- |
2024-03-31 |
32,694 |
$2,312,000 |
-1,260 |
|
ARVEST INVESTMENTS INC. |
61 |
- |
2024-03-31 |
31,597 |
$2,235,000 |
-4,998 |
|
My Legacy Advisors LLC |
32 |
- |
2023-12-31 |
34,038 |
$2,221,000 |
-1,504 |
|
True Wealth Design LLC |
21 |
- |
2024-03-31 |
30,247 |
$2,139,000 |
-767 |
|
Rockefeller Capital Management L.P. |
982 |
- |
2024-03-31 |
29,964 |
$2,119,000 |
116 |
|
LCNB CORP |
40 |
- |
2024-03-31 |
25,646 |
$1,814,000 |
-600 |
|
Avant Capital LLC |
19 |
- |
2023-09-30 |
29,271 |
$1,761,000 |
120 |
|
COLONY GROUP, LLC |
512 |
*New |
2024-03-31 |
25,418 |
$1,714,000 |
25,418 |
|
ATRIA INVESTMENTS LLC |
663 |
- |
2023-12-31 |
25,801 |
$1,687,000 |
-10,613 |
|
MULTIFINANCIAL SECURITIES CORP |
899 |
- |
2024-03-31 |
23,501 |
$1,662,000 |
7,734 |
|
WADE G W & INC |
186 |
- |
2023-12-31 |
25,343 |
$1,657,000 |
86 |
|
Foundations Investment Advisors LLC |
253 |
*New |
2024-03-31 |
22,410 |
$1,585,000 |
22,410 |
|
MGO Private Wealth LLC |
25 |
- |
2024-03-31 |
20,292 |
$1,435,000 |
-1,733 |
|
SONATA CAPITAL GROUP INC |
36 |
- |
2024-03-31 |
20,119 |
$1,423,000 |
811 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
61 |
- |
2024-03-31 |
19,947 |
$1,411,000 |
-527 |
|
Stratos Wealth Partners LTD. |
528 |
- |
2024-03-31 |
19,938 |
$1,410,000 |
821 |
|
Sharper & Granite LLC |
45 |
- |
2024-03-31 |
20,205 |
$1,407,000 |
-930 |
|
KLR INVESTMENT ADVISORS LLC |
18 |
- |
2024-03-31 |
20,528 |
$1,399,000 |
-3,430 |
|
RAYMOND JAMES & ASSOCIATES |
2380 |
- |
2024-03-31 |
19,350 |
$1,368,000 |
1,059 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2193 |
- |
2024-03-31 |
19,246 |
$1,361,000 |
-12,465 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
194 |
- |
2024-03-31 |
18,900 |
$1,337,000 |
0 |
|
CHERRYDALE WEALTH MANAGEMENT LLC |
20 |
- |
2024-03-31 |
18,150 |
$1,284,000 |
86 |
|
Private Advisor Group LLC |
1061 |
- |
2024-03-31 |
17,293 |
$1,223,000 |
-3,836 |
|
CWM LLC |
784 |
- |
2024-03-31 |
16,923 |
$1,197,000 |
14,568 |
|
CITADEL ADVISORS LLC |
2896 |
- |
2024-03-31 |
16,843 |
$1,191,000 |
4,005 |
|
BLAIR WILLIAM & CO/IL |
814 |
- |
2024-03-31 |
16,724 |
$1,183,000 |
-2,541 |
|
CAPTRUST FINANCIAL ADVISORS |
1045 |
- |
2024-03-31 |
16,429 |
$1,162,000 |
-225 |
|
VERUS CAPITAL PARTNERS LLC |
104 |
- |
2024-03-31 |
16,321 |
$1,154,000 |
738 |
|
JFS WEALTH ADVISORS, LLC |
106 |
- |
2024-03-31 |
16,306 |
$1,153,000 |
8 |
|
NBC SECURITIES INC. |
227 |
- |
2024-03-31 |
14,169 |
$1,112,000 |
5,340 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1187 |
- |
2024-03-31 |
15,650 |
$1,107,000 |
53 |
|
Sowell Financial Services LLC |
329 |
*New |
2024-03-31 |
15,363 |
$1,086,000 |
15,363 |
|
PCA Investment Advisory Services Inc. |
35 |
- |
2024-03-31 |
13,293 |
$940,000 |
0 |
|
Sunbelt Securities Inc. |
191 |
- |
2024-03-31 |
13,094 |
$926,000 |
-4,355 |
|
Claro Advisors LLC |
145 |
- |
2024-03-31 |
12,993 |
$919,000 |
-3,397 |
|
HB Wealth Management LLC |
368 |
- |
2024-03-31 |
12,880 |
$911,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1576 |
- |
2024-03-31 |
12,724 |
$900,000 |
-51,451 |
|
Kendall Capital Management |
104 |
- |
2024-03-31 |
12,080 |
$854,000 |
-1,000 |
|
Spire Wealth Management |
412 |
- |
2024-03-31 |
11,877 |
$840,000 |
19 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
193 |
- |
2024-03-31 |
11,693 |
$827,000 |
-100 |
|
Atria Wealth Solutions Inc. |
1042 |
- |
2024-03-31 |
10,495 |
$742,000 |
-6,015 |
|
WHITTIER TRUST CO OF NEVADA INC |
308 |
- |
2024-03-31 |
10,467 |
$740,000 |
0 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
44 |
- |
2024-03-31 |
10,345 |
$732,000 |
-52 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1104 |
- |
2024-03-31 |
10,298 |
$728,000 |
143 |
|
FMR LLC |
2439 |
- |
2024-03-31 |
10,180 |
$720,000 |
1,712 |
|
Revisor Wealth Management LLC |
73 |
- |
2024-03-31 |
10,528 |
$714,000 |
10,528 |
|
CUTLER INVESTMENT COUNSEL LLC |
83 |
- |
2024-03-31 |
9,682 |
$685,000 |
269 |
|
S.C. Financial Services Inc. |
28 |
- |
2022-12-31 |
10,901 |
$661,000 |
170 |
|
PARK AVENUE SECURITIES LLC |
851 |
- |
2024-03-31 |
8,951 |
$633,000 |
-359 |
|
BALLENTINE FINN & COMPANY INC |
350 |
- |
2024-03-31 |
8,640 |
$611,000 |
0 |
|
Gateway Wealth Partners LLC |
110 |
- |
2024-03-31 |
8,352 |
$591,000 |
390 |
|
GREAT VALLEY ADVISOR GROUP INC. |
463 |
- |
2024-03-31 |
8,091 |
$573,000 |
958 |
|
Goss Wealth Management LLC |
1256 |
- |
2024-03-31 |
7,973 |
$564,000 |
-2,389 |
|
Alta Wealth Advisors LLC |
75 |
- |
2024-03-31 |
7,947 |
$562,000 |
-62 |
|
Treynor Bancshares Inc. |
57 |
- |
2024-03-31 |
7,800 |
$552,000 |
0 |
|
Truadvice LLC |
119 |
*New |
2023-09-30 |
9,046 |
$546,000 |
9,046 |
|
SAVANT CAPITAL MANAGEMENT INC |
706 |
- |
2024-03-31 |
7,608 |
$538,000 |
0 |
|
Cetera Investment Advisers |
1177 |
- |
2024-03-31 |
7,507 |
$531,000 |
-7,180 |
|
Team Financial Group LLC |
20 |
- |
2024-03-31 |
7,357 |
$520,000 |
-419 |
|
MML INVESTORS SERVICES LLC |
1766 |
- |
2024-03-31 |
7,235 |
$512,000 |
-487 |
|
JANNEY MONTGOMERY SCOTT LLC |
1971 |
- |
2024-03-31 |
7,244 |
$512,000 |
-72 |
|
REGIONS FINANCIAL CORP |
594 |
- |
2024-03-31 |
7,226 |
$511,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1262 |
- |
2024-03-31 |
7,212 |
$510,000 |
1,780 |
|
Amplius Wealth Advisors LLC |
94 |
- |
2024-03-31 |
7,186 |
$508,000 |
0 |
|
Baird Financial Group Inc. |
1382 |
- |
2024-03-31 |
6,994 |
$495,000 |
1 |
|
Sandy Cove Advisors LLC |
72 |
- |
2024-03-31 |
6,372 |
$451,000 |
-245 |
|
|
100 Records found
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1
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