|
Institutional
Holders
Total
Institutions:
|
184 8 |
|
Total
shares held :
|
20,478,987 |
|
% of shares
held :
|
37.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-3,193,127 |
|
% of shares
held change :
|
-5.92% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.37 |
|
Last
Quarter's Ending
Price :
|
$23.04 |
|
Last
Quarter's Average
Price :
|
$23.55 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.11 (8.96%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
353 |
- |
2024-03-31 |
1,217,013 |
$31,484,000 |
-85,954 |
|
ENVESTNET ASSET MANAGEMENT INC |
1005 |
- |
2024-03-31 |
931,323 |
$24,093,000 |
-42,160 |
|
WELLS FARGO & CO/MN |
1178 |
- |
2024-03-31 |
702,289 |
$18,168,000 |
-114,302 |
|
AE Wealth Management LLC |
169 |
- |
2024-03-31 |
562,832 |
$14,560,000 |
-33,614 |
|
UBS Group AG |
1801 |
- |
2024-03-31 |
296,628 |
$7,674,000 |
-4,314 |
|
LPL FINANCIAL CORP |
1487 |
- |
2024-03-31 |
296,047 |
$7,659,000 |
-111,136 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
147 |
- |
2024-03-31 |
293,771 |
$7,600,000 |
-66,068 |
|
BANK OF AMERICA CORP /DE/ |
2694 |
- |
2024-03-31 |
283,057 |
$7,323,000 |
-782,842 |
|
Financial Partners Group Inc |
29 |
- |
2024-03-31 |
223,222 |
$5,775,000 |
-67,196 |
|
MORGAN STANLEY |
3834 |
- |
2024-03-31 |
190,526 |
$4,929,000 |
-70,814 |
|
AMERIPRISE FINANCIAL INC |
2326 |
- |
2024-03-31 |
186,791 |
$4,837,000 |
-19,607 |
|
Advisor Group Holdings Inc. |
1094 |
- |
2024-03-31 |
175,595 |
$4,547,000 |
-209,676 |
|
AGF MANAGEMENT LTD |
280 |
- |
2024-03-31 |
170,299 |
$4,406,000 |
-47,567 |
|
Eley Financial Management Inc |
19 |
- |
2024-03-31 |
168,663 |
$4,363,000 |
-280 |
|
MARINER WEALTH ADVISORS, LLC |
789 |
- |
2024-03-31 |
165,993 |
$4,294,000 |
-108 |
|
STIFEL FINANCIAL CORP |
1271 |
- |
2024-03-31 |
156,143 |
$4,039,000 |
-3,844 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1013 |
- |
2024-03-31 |
119,624 |
$3,095,000 |
-10,038 |
|
Trail Ridge Investment Advisors LLC |
18 |
- |
2024-03-31 |
111,262 |
$2,878,000 |
-16,677 |
|
RFG Advisory Group LLC |
186 |
- |
2024-03-31 |
96,567 |
$2,498,000 |
-33,000 |
|
Steward Partners Investment Advisory LLC |
528 |
- |
2024-03-31 |
90,610 |
$2,344,000 |
-2,481 |
|
J P MORGAN CHASE & CO |
2941 |
- |
2024-03-31 |
82,686 |
$2,139,000 |
-307,694 |
|
VCI Wealth Management LLC |
19 |
- |
2024-03-31 |
82,061 |
$2,123,000 |
-13,385 |
|
EQIS CAPITAL MANAGEMENT, INC. |
112 |
- |
2024-03-31 |
80,708 |
$2,088,000 |
-19,399 |
|
Patriot Financial Group Insurance Agency LLC |
98 |
- |
2024-03-31 |
60,034 |
$1,553,000 |
-80,856 |
|
PRUDENTIAL FINANCIAL INC |
1653 |
- |
2024-03-31 |
53,796 |
$1,392,000 |
-24,369 |
|
ROYAL BANK OF CANADA |
2759 |
- |
2024-03-31 |
53,030 |
$1,372,000 |
-6,804 |
|
SINECERA CAPITAL LLC |
12 |
- |
2024-03-31 |
50,997 |
$1,319,000 |
-76,604 |
|
SHEETS SMITH & ASSOCIATES INC |
150 |
- |
2024-03-31 |
45,868 |
$1,187,000 |
-3,570 |
|
EPG Wealth Management LLC |
93 |
- |
2024-03-31 |
44,402 |
$1,149,000 |
-1,157 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
223 |
- |
2024-03-31 |
41,982 |
$1,086,000 |
-400 |
|
Sunbelt Securities Inc. |
188 |
- |
2024-03-31 |
36,433 |
$943,000 |
-28,623 |
|
Full Sail Capital LLC |
94 |
- |
2024-03-31 |
35,270 |
$912,000 |
-854 |
|
Ambassador Advisors LLC |
113 |
- |
2024-03-31 |
33,786 |
$874,000 |
-346 |
|
BB&T CORP |
1660 |
- |
2024-03-31 |
33,052 |
$855,000 |
-6,384 |
|
EP WEALTH ADVISORS, INC. |
422 |
- |
2024-03-31 |
30,107 |
$779,000 |
-578 |
|
Bank of Marin |
50 |
- |
2024-03-31 |
29,965 |
$775,000 |
-2,076 |
|
Capital Investment Advisors LLC |
322 |
- |
2024-03-31 |
29,792 |
$771,000 |
-1,076 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2228 |
- |
2024-03-31 |
28,702 |
$743,000 |
-1,977 |
|
PFG FINANCIAL ADVISORS |
115 |
- |
2024-03-31 |
28,540 |
$738,000 |
-2,747 |
|
Fifth Third Securities Inc. |
174 |
- |
2024-03-31 |
28,349 |
$733,000 |
-3,415 |
|
PARK AVENUE SECURITIES LLC |
808 |
- |
2024-03-31 |
27,684 |
$716,000 |
-865 |
|
Cribstone Capital Management LLC |
64 |
- |
2022-12-31 |
29,049 |
$693,000 |
-856 |
|
Equitable Holdings Inc. |
728 |
- |
2024-03-31 |
24,618 |
$637,000 |
-2,868 |
|
CAP Partners LLC |
51 |
- |
2024-03-31 |
24,040 |
$622,000 |
-2,332 |
|
Galvin Gaustad & Stein LLC |
118 |
- |
2024-03-31 |
21,560 |
$558,000 |
-2,365 |
|
J.W. COLE ADVISORS INC. |
506 |
- |
2024-03-31 |
21,495 |
$556,000 |
-1,465 |
|
US BANCORP |
1450 |
- |
2024-03-31 |
21,002 |
$543,000 |
-203 |
|
PRINCIPAL SECURITIES INC. |
632 |
- |
2024-03-31 |
20,580 |
$532,000 |
-1,116 |
|
STRATEGIC ADVISORS LLC |
137 |
- |
2024-03-31 |
20,405 |
$528,000 |
-3,429 |
|
LJI Wealth Management LLC |
96 |
- |
2024-03-31 |
15,310 |
$396,000 |
-721 |
|
Brookstone Capital Management |
685 |
- |
2024-03-31 |
14,460 |
$374,000 |
-1,701 |
|
Stratos Wealth Partners LTD. |
998 |
- |
2024-03-31 |
14,124 |
$365,000 |
-783 |
|
TrueWealth Advisors LLC |
120 |
- |
2024-03-31 |
13,921 |
$360,000 |
-1,481 |
|
WEALTHTRUST AXIOM LLC |
165 |
- |
2024-03-31 |
13,700 |
$354,000 |
-250 |
|
Court Place Advisors LLC |
120 |
- |
2024-03-31 |
13,164 |
$341,000 |
-1,959 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1859 |
- |
2024-03-31 |
12,399 |
$321,000 |
-818 |
|
LINCOLN NATIONAL CORP |
930 |
- |
2024-03-31 |
11,869 |
$307,000 |
-11,262 |
|
CAPTRUST FINANCIAL ADVISORS |
1928 |
- |
2024-03-31 |
8,675 |
$224,000 |
-3,748 |
|
HILLTOP WEALTH ADVISORS LLC |
48 |
- |
2024-03-31 |
8,392 |
$217,000 |
-531 |
|
One Capital Management LLC |
295 |
- |
2024-03-31 |
7,972 |
$206,000 |
-4,192 |
|
Creekmur Asset Management LLC |
128 |
- |
2024-03-31 |
6,743 |
$174,000 |
-4,735 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
468 |
- |
2024-03-31 |
6,344 |
$164,000 |
-2,394 |
|
Ariel Capital Advisors LLC |
157 |
- |
2024-03-31 |
3,919 |
$101,000 |
-1 |
|
Founders Capital Management |
256 |
- |
2024-03-31 |
593 |
$15,000 |
-145 |
|
Venturi Wealth Management LLC |
910 |
- |
2024-03-31 |
413 |
$11,000 |
-459 |
|
MILESTONE GROUP INC |
399 |
- |
2024-03-31 |
191 |
$5,000 |
-38 |
|
Sound Income Strategies LLC |
1302 |
- |
2024-03-31 |
18 |
$0 |
-10 |
|
|
67 Records found
|
1
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