|
Institutional
Holders
Total
Institutions:
|
160 9 |
|
Total
shares held :
|
23,300,487 |
|
% of shares
held :
|
58.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
847,765 |
|
% of shares
held change :
|
2.14% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.36 |
|
Last
Quarter's Ending
Price :
|
$17.18 |
|
Last
Quarter's Average
Price :
|
$16.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.84 (5.08%) |
|
|
|
|
|
|
|
|
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/ |
1128 |
- |
2024-03-31 |
3,716,741 |
$65,749,000 |
1,743,742 |
|
MORGAN STANLEY |
1662 |
- |
2024-03-31 |
3,135,064 |
$55,459,000 |
397,631 |
|
LPL FINANCIAL CORP |
690 |
- |
2024-03-31 |
1,947,066 |
$34,444,000 |
198,236 |
|
AMERIPRISE FINANCIAL INC |
1167 |
- |
2024-03-31 |
1,419,931 |
$25,119,000 |
331,940 |
|
RS CRUM INC. |
5 |
- |
2024-03-31 |
1,295,116 |
$22,911,000 |
31,215 |
|
Tanager Wealth Management LLP |
6 |
- |
2024-03-31 |
1,096,657 |
$19,400,000 |
182,026 |
|
WELLS FARGO & CO/MN |
1208 |
- |
2024-03-31 |
964,297 |
$17,058,000 |
252,133 |
|
RAYMOND JAMES & ASSOCIATES |
1067 |
- |
2024-03-31 |
665,489 |
$11,773,000 |
137,672 |
|
MML INVESTORS SERVICES LLC |
401 |
- |
2024-03-31 |
581,731 |
$10,291,000 |
75,895 |
|
ENVESTNET ASSET MANAGEMENT INC |
1715 |
- |
2024-03-31 |
416,414 |
$7,366,000 |
29,497 |
|
ROYAL BANK OF CANADA |
1687 |
- |
2024-03-31 |
411,079 |
$7,272,000 |
98,508 |
|
PARK AVENUE SECURITIES LLC |
162 |
- |
2024-03-31 |
375,221 |
$6,638,000 |
113,000 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
67 |
- |
2024-03-31 |
342,471 |
$5,884,000 |
9,303 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1081 |
- |
2024-03-31 |
324,276 |
$5,736,000 |
12,637 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
540 |
- |
2024-03-31 |
311,590 |
$5,512,000 |
15,065 |
|
Kestra Advisory Services LLC |
491 |
- |
2024-03-31 |
308,791 |
$5,463,000 |
47,636 |
|
Sound Income Strategies LLC |
78 |
- |
2024-03-31 |
260,543 |
$4,609,000 |
22,372 |
|
Carmel Capital Partners LLC |
6 |
- |
2024-03-31 |
220,253 |
$3,896,000 |
32,789 |
|
UBS Group AG |
2400 |
- |
2024-03-31 |
219,385 |
$3,881,000 |
24,492 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
916 |
- |
2024-03-31 |
208,922 |
$3,696,000 |
3,148 |
|
Silver Coast Investments LLC |
13 |
- |
2024-03-31 |
191,584 |
$3,389,000 |
4,895 |
|
Fortis Capital Management LLC |
26 |
- |
2024-03-31 |
177,873 |
$3,147,000 |
16,130 |
|
Future Financial Wealth Managment LLC |
10 |
- |
2024-03-31 |
164,908 |
$2,917,000 |
6,475 |
|
SAX WEALTH ADVISORS LLC |
36 |
- |
2024-03-31 |
162,847 |
$2,881,000 |
6,999 |
|
Wealthcare Advisory Partners LLC |
196 |
- |
2024-03-31 |
149,288 |
$2,641,000 |
4,315 |
|
Cadent Capital Advisors LLC |
31 |
- |
2024-03-31 |
143,514 |
$2,539,000 |
29 |
|
STIFEL FINANCIAL CORP |
1562 |
- |
2024-03-31 |
140,297 |
$2,482,000 |
100,643 |
|
Private Advisor Group LLC |
706 |
- |
2024-03-31 |
140,074 |
$2,478,000 |
621 |
|
NTV ASSET MANAGEMENT LLC |
66 |
- |
2024-03-31 |
128,716 |
$2,277,000 |
6,367 |
|
Steward Partners Investment Advisory LLC |
538 |
- |
2024-03-31 |
128,649 |
$2,276,000 |
26,520 |
|
Atria Wealth Solutions Inc. |
617 |
- |
2024-03-31 |
120,087 |
$2,124,000 |
5,831 |
|
Investors Research Corp |
39 |
- |
2024-03-31 |
115,782 |
$2,048,000 |
10,342 |
|
Ausdal Financial Partners Inc. |
121 |
- |
2024-03-31 |
93,675 |
$1,657,000 |
81,864 |
|
Chicago Partners Investment Group LLC |
228 |
- |
2024-03-31 |
95,830 |
$1,646,000 |
9,256 |
|
DAVIDSON D A & CO |
658 |
- |
2024-03-31 |
70,940 |
$1,255,000 |
1,698 |
|
PROSPERA FINANCIAL SERVICES |
436 |
- |
2023-12-31 |
65,403 |
$1,124,000 |
2,563 |
|
Stratos Wealth Partners LTD. |
650 |
- |
2024-03-31 |
54,648 |
$967,000 |
3,317 |
|
Global Financial Private Client LLC |
66 |
- |
2024-03-31 |
54,832 |
$964,000 |
30,318 |
|
Resurgent Financial Advisors LLC |
56 |
- |
2024-03-31 |
53,322 |
$943,000 |
34,542 |
|
Streettalk Advisors LLC |
178 |
- |
2024-03-31 |
51,718 |
$915,000 |
22,777 |
|
MARINER WEALTH ADVISORS, LLC |
1599 |
- |
2024-03-31 |
49,327 |
$873,000 |
39,064 |
|
Wealth Alliance |
187 |
- |
2024-03-31 |
46,366 |
$820,000 |
57 |
|
HIGHTOWER ADVISORS, LLC |
1919 |
- |
2024-03-31 |
44,677 |
$791,000 |
6,757 |
|
Castle Rock Wealth Management LLC |
124 |
- |
2024-03-31 |
45,084 |
$773,000 |
2,792 |
|
ROMAN BUTLER FULLERTON & CO |
92 |
- |
2024-03-31 |
41,973 |
$716,000 |
199 |
|
Etesian Wealth Advisors Inc. |
76 |
- |
2024-03-31 |
40,018 |
$708,000 |
6,298 |
|
Cetera Investment Advisers |
2344 |
- |
2024-03-31 |
39,013 |
$690,000 |
23,389 |
|
GUGGENHEIM CAPITAL LLC |
1353 |
- |
2024-03-31 |
37,116 |
$657,000 |
15,684 |
|
RENAISSANCE TECHNOLOGIES LLC |
2766 |
- |
2024-03-31 |
35,700 |
$632,000 |
25,178 |
|
Howard Wealth Management LLC |
51 |
- |
2024-03-31 |
32,267 |
$571,000 |
1,682 |
|
Core Wealth Partners LLC |
57 |
- |
2024-03-31 |
28,620 |
$506,000 |
199 |
|
MASSMUTUAL TRUST CO FSB/ADV |
308 |
- |
2024-03-31 |
23,240 |
$411,000 |
761 |
|
FINANCIAL NETWORK |
2067 |
- |
2024-03-31 |
22,634 |
$400,000 |
1,806 |
|
INSIGNEO ADVISORY SERVICES LLC |
332 |
- |
2024-03-31 |
20,562 |
$364,000 |
8,082 |
|
Geneos Wealth Management Inc. |
578 |
- |
2024-03-31 |
19,044 |
$337,000 |
620 |
|
RAYMOND JAMES TRUST CO |
921 |
- |
2024-03-31 |
18,848 |
$333,000 |
7,094 |
|
Goss Wealth Management LLC |
1587 |
- |
2024-03-31 |
18,384 |
$325,000 |
13 |
|
CITADEL ADVISORS LLC |
4153 |
- |
2024-03-31 |
17,888 |
$316,000 |
13,999 |
|
YALE CAPITAL CORP |
372 |
- |
2024-03-31 |
17,109 |
$303,000 |
7 |
|
Perigon Wealth Management LLC |
711 |
- |
2024-03-31 |
15,350 |
$272,000 |
76 |
|
Accel Wealth Management |
168 |
- |
2024-03-31 |
15,140 |
$268,000 |
18 |
|
Sunbelt Securities Inc. |
459 |
- |
2024-03-31 |
14,654 |
$259,000 |
5,000 |
|
Pasadena Private Wealth LLC |
118 |
- |
2024-03-31 |
14,519 |
$257,000 |
865 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
146 |
- |
2024-03-31 |
13,115 |
$232,000 |
1,585 |
|
OROURKE & COMPANY Inc |
135 |
- |
2024-03-31 |
12,789 |
$226,000 |
374 |
|
PNC FINANCIAL SERVICES GROUP INC |
2096 |
- |
2024-03-31 |
12,490 |
$221,000 |
6,300 |
|
H D Vest Advisory Services |
1510 |
- |
2024-03-31 |
11,809 |
$209,000 |
682 |
|
JANNEY MONTGOMERY SCOTT LLC |
2572 |
- |
2024-03-31 |
10,714 |
$190,000 |
10 |
|
Register Financial Advisors LLC |
185 |
- |
2024-03-31 |
9,500 |
$168,000 |
8,300 |
|
Coastal Investment Advisors Inc. |
484 |
- |
2024-03-31 |
5,499 |
$97,000 |
5,499 |
|
Qube Research & Technologies Ltd |
2857 |
- |
2024-03-31 |
5,033 |
$89,000 |
4,080 |
|
Emerald Investment Partners LLC |
324 |
- |
2024-03-31 |
4,985 |
$88,000 |
200 |
|
Capital Investment Advisory Services LLC |
598 |
- |
2024-03-31 |
4,361 |
$77,000 |
293 |
|
Financial Advisory Service Inc. |
337 |
- |
2024-03-31 |
3,402 |
$60,000 |
28 |
|
SIMPLEX TRADING LLC |
1590 |
- |
2024-03-31 |
1,532 |
$27,000 |
1,251 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1452 |
- |
2024-03-31 |
1,492 |
$26,000 |
567 |
|
Farther Finance Advisors LLC |
1509 |
- |
2024-03-31 |
1,054 |
$19,000 |
204 |
|
West Branch Capital LLC |
286 |
- |
2024-03-31 |
533 |
$9,000 |
3 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1403 |
- |
2024-03-31 |
489 |
$9,000 |
5 |
|
PRINCIPAL SECURITIES INC. |
2432 |
- |
2024-03-31 |
457 |
$8,000 |
157 |
|
TOWER RESEARCH CAPITAL LLC |
5097 |
- |
2024-03-31 |
99 |
$2,000 |
99 |
|
|
81 Records found
|
1
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Page 1 of 1 |
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