|
Institutional
Holders
Total
Institutions:
|
160 3 |
|
Total
shares held :
|
31,834,660 |
|
% of shares
held :
|
18.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
858,363 |
|
% of shares
held change :
|
0.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.17 |
|
Last
Quarter's Ending
Price :
|
$25.15 |
|
Last
Quarter's Average
Price :
|
$25.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.30 (1.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
592 |
- |
2024-03-31 |
2,757,724 |
$70,350,000 |
160,047 |
|
MORGAN STANLEY |
1880 |
- |
2024-03-31 |
1,706,490 |
$43,533,000 |
124,314 |
|
LPL FINANCIAL CORP |
626 |
- |
2024-03-31 |
1,570,660 |
$40,068,000 |
444,615 |
|
Edmonds Duncan Registered Investment Advisors LLC |
1 |
- |
2024-03-31 |
1,509,466 |
$38,506,000 |
29,179 |
|
KFA Private Wealth Group LLC |
3 |
- |
2024-03-31 |
970,195 |
$24,750,000 |
53,561 |
|
BANK OF AMERICA CORP /DE/ |
1863 |
- |
2024-03-31 |
851,735 |
$21,728,000 |
86,405 |
|
Concord Wealth Partners |
2 |
- |
2024-03-31 |
801,091 |
$20,436,000 |
42,198 |
|
Bensler LLC |
9 |
- |
2024-03-31 |
672,456 |
$17,154,000 |
84,225 |
|
Advisor OS LLC |
8 |
- |
2024-03-31 |
630,772 |
$16,091,000 |
39,308 |
|
WealthPlan Investment Management LLC |
7 |
- |
2024-03-31 |
487,351 |
$12,432,000 |
37,361 |
|
ENVESTNET ASSET MANAGEMENT INC |
1432 |
- |
2024-03-31 |
455,002 |
$11,607,000 |
102,675 |
|
UBS Group AG |
1551 |
- |
2024-03-31 |
428,482 |
$10,931,000 |
39,680 |
|
MML INVESTORS SERVICES LLC |
545 |
- |
2024-03-31 |
249,934 |
$6,376,000 |
41,213 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
629 |
- |
2024-03-31 |
244,745 |
$6,243,000 |
27,098 |
|
VISTA INVESTMENT MANAGEMENT |
6 |
- |
2024-03-31 |
222,276 |
$5,670,000 |
40,235 |
|
WHITE PINE INVESTMENT CO |
27 |
- |
2024-03-31 |
200,993 |
$5,127,000 |
8,066 |
|
Coppell Advisory Solutions Corp. |
23 |
- |
2024-03-31 |
186,693 |
$4,763,000 |
148,877 |
|
RAYMOND JAMES & ASSOCIATES |
1662 |
- |
2024-03-31 |
174,929 |
$4,462,000 |
15,652 |
|
Arete Wealth Advisors LLC |
60 |
- |
2024-03-31 |
164,534 |
$4,197,000 |
4,459 |
|
ROYAL BANK OF CANADA |
2068 |
- |
2024-03-31 |
155,047 |
$3,955,000 |
121,686 |
|
GUGGENHEIM CAPITAL LLC |
716 |
- |
2024-03-31 |
127,302 |
$3,247,000 |
19,600 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
203 |
- |
2024-03-31 |
102,697 |
$2,620,000 |
433 |
|
AlphaStar Capital Management LLC |
57 |
- |
2024-03-31 |
94,687 |
$2,415,000 |
10,627 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
144 |
- |
2024-03-31 |
93,012 |
$2,373,000 |
7,513 |
|
Wealthcare Advisory Partners LLC |
218 |
- |
2024-03-31 |
84,335 |
$2,151,000 |
1,333 |
|
We Are One Seven LLC |
211 |
- |
2024-03-31 |
81,429 |
$2,077,000 |
18,800 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
207 |
- |
2024-03-31 |
76,386 |
$1,921,000 |
486 |
|
Fusion Capital LLC |
26 |
- |
2024-03-31 |
74,939 |
$1,912,000 |
1,431 |
|
Tidemark LLC |
22 |
- |
2024-03-31 |
73,635 |
$1,878,000 |
64,342 |
|
Anson Capital Inc. |
10 |
- |
2024-03-31 |
72,451 |
$1,848,000 |
22,532 |
|
Montis Financial LLC |
15 |
- |
2024-03-31 |
71,800 |
$1,832,000 |
7,044 |
|
Opal Wealth Advisors LLC |
30 |
- |
2024-03-31 |
70,341 |
$1,794,000 |
14,334 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1766 |
- |
2024-03-31 |
60,928 |
$1,554,000 |
22,497 |
|
Revisor Wealth Management LLC |
33 |
- |
2024-03-31 |
51,385 |
$1,301,000 |
51,385 |
|
Dynamic Advisors Solutions LLC |
391 |
- |
2024-03-31 |
49,326 |
$1,258,000 |
7,792 |
|
CWM LLC |
772 |
- |
2024-03-31 |
48,316 |
$1,233,000 |
8,563 |
|
NATIONAL ASSET MANAGEMENT, INC. |
481 |
- |
2024-03-31 |
45,691 |
$1,156,000 |
649 |
|
IFG Advisory LLC |
242 |
- |
2024-03-31 |
43,291 |
$1,104,000 |
3,614 |
|
HALLMARK CAPITAL MANAGEMENT INC |
126 |
- |
2024-03-31 |
37,018 |
$944,000 |
908 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
33,565 |
$856,000 |
252 |
|
Sigma Planning Corp |
575 |
- |
2024-03-31 |
31,136 |
$794,000 |
19,716 |
|
AFT, FORSYTH & COMPANY, INC. |
54 |
- |
2024-03-31 |
29,987 |
$765,000 |
101 |
|
EP WEALTH ADVISORS, INC. |
442 |
- |
2024-03-31 |
27,432 |
$700,000 |
17 |
|
PFG Advisors |
341 |
- |
2024-03-31 |
26,260 |
$670,000 |
1,702 |
|
Atlas Financial Advisors Inc. |
11 |
- |
2024-03-31 |
26,225 |
$669,000 |
11,554 |
|
HERITAGE WEALTH MANAGEMENT LLC |
65 |
- |
2024-03-31 |
26,075 |
$665,000 |
1,591 |
|
BNP PARIBAS ARBITRAGE SA |
1965 |
- |
2024-03-31 |
25,465 |
$650,000 |
25,326 |
|
JANNEY MONTGOMERY SCOTT LLC |
1785 |
- |
2024-03-31 |
24,955 |
$637,000 |
1,227 |
|
OPPENHEIMER & CO INC |
960 |
- |
2024-03-31 |
21,396 |
$546,000 |
345 |
|
Mirador Capital Partners LP |
125 |
- |
2024-03-31 |
19,836 |
$506,000 |
1,515 |
|
J P MORGAN CHASE & CO |
3916 |
- |
2024-03-31 |
13,937 |
$356,000 |
13,931 |
|
ROTHSCHILD INVESTMENT CORP /IL |
334 |
- |
2023-09-30 |
12,450 |
$315,000 |
400 |
|
JONES FINANCIAL COMPANIES LLLP |
399 |
- |
2024-03-31 |
11,985 |
$306,000 |
128 |
|
Global Retirement Partners LLC |
661 |
- |
2024-03-31 |
11,368 |
$290,000 |
1,469 |
|
Stonebridge Financial Planning Group LLC |
134 |
- |
2024-03-31 |
10,613 |
$271,000 |
808 |
|
Stratos Wealth Partners LTD. |
1127 |
- |
2024-03-31 |
10,505 |
$268,000 |
1,377 |
|
Bickling Financial Services Inc. |
101 |
- |
2022-12-31 |
10,175 |
$253,000 |
99 |
|
CI Private Wealth LLC |
2080 |
- |
2024-03-31 |
7,981 |
$204,000 |
7,981 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
961 |
- |
2024-03-31 |
6,307 |
$161,000 |
4,609 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
488 |
- |
2024-03-31 |
5,827 |
$149,000 |
3,976 |
|
Emerald Investment Partners LLC |
299 |
- |
2024-03-31 |
4,900 |
$125,000 |
2,500 |
|
Capital Analysts Inc. |
555 |
- |
2024-03-31 |
3,859 |
$98,000 |
17 |
|
PNC FINANCIAL SERVICES GROUP INC |
2633 |
- |
2024-03-31 |
3,752 |
$96,000 |
568 |
|
IFP Advisors Inc |
1351 |
- |
2023-12-31 |
2,948 |
$74,000 |
1,748 |
|
Financial Gravity Wealth Inc. |
204 |
- |
2024-03-31 |
2,441 |
$62,000 |
2,413 |
|
PSI Advisors LLC |
421 |
- |
2024-03-31 |
620 |
$16,000 |
6 |
|
CAROLINAS WEALTH CONSULTING LLC |
516 |
- |
2024-03-31 |
539 |
$14,000 |
8 |
|
FSC Wealth Advisors LLC |
177 |
- |
2024-03-31 |
551 |
$14,000 |
6 |
|
VAN ECK ASSOCIATES CORP |
1334 |
- |
2024-03-31 |
264 |
$7,000 |
158 |
|
Penserra Capital Management LLC |
1022 |
- |
2024-03-31 |
301 |
$7,000 |
6 |
|
FMR LLC |
4594 |
- |
2024-03-31 |
37 |
$1,000 |
37 |
|
|
71 Records found
|
1
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