|
Institutional
Holders
Total
Institutions:
|
234 39 |
|
Total
shares held :
|
45,947,825 |
|
% of shares
held :
|
64.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
Amount
of shares held :
|
8,976,998 |
|
% of shares
held change :
|
12.56% |
|
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 |
Aptus Capital Advisors LLC |
19 |
- |
2024-03-31 |
1,808,445 |
$45,039,000 |
-371,502 |
|
US BANCORP |
332 |
- |
2024-03-31 |
656,476 |
$16,350,000 |
-4,837 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
106 |
- |
2024-03-31 |
615,203 |
$15,322,000 |
-370,390 |
|
Sound View Wealth Advisors Group LLC |
12 |
- |
2024-03-31 |
607,050 |
$15,119,000 |
-5,913 |
|
Commonwealth Financial Services LLC |
16 |
- |
2024-03-31 |
312,006 |
$7,828,000 |
-826 |
|
Paradigm Strategies in Wealth Management LLC |
6 |
- |
2024-03-31 |
246,091 |
$6,129,000 |
-92,679 |
|
Goss Wealth Management LLC |
360 |
- |
2024-03-31 |
218,568 |
$5,443,000 |
-351,221 |
|
Matthew Goff Investment Advisor LLC |
34 |
- |
2024-03-31 |
139,596 |
$3,477,000 |
-1,003 |
|
Integrated Wealth Concepts LLC |
348 |
- |
2024-03-31 |
138,528 |
$3,450,000 |
-7,083 |
|
VIRGINIA WEALTH MANAGEMENT GROUP INC. |
13 |
- |
2024-03-31 |
127,120 |
$3,166,000 |
-3,785 |
|
Garrett Investment Advisors LLC |
68 |
- |
2024-03-31 |
118,982 |
$2,963,000 |
-18,198 |
|
J.W. COLE ADVISORS INC. |
190 |
- |
2024-03-31 |
90,604 |
$2,257,000 |
-1,200 |
|
Rockefeller Capital Management L.P. |
967 |
- |
2024-03-31 |
87,488 |
$2,179,000 |
-350,929 |
|
Advisor Group Holdings Inc. |
1697 |
- |
2024-03-31 |
79,529 |
$1,981,000 |
-39,656 |
|
HANSON MCCLAIN, INC. |
327 |
- |
2024-03-31 |
72,804 |
$1,813,000 |
-38,578 |
|
GOLDMAN SACHS GROUP INC/ |
3300 |
- |
2024-03-31 |
63,513 |
$1,582,000 |
-23,753 |
|
Fortis Capital Management LLC |
56 |
- |
2024-03-31 |
60,034 |
$1,495,000 |
-7,682 |
|
Archford Capital Strategies LLC |
109 |
- |
2024-03-31 |
54,471 |
$1,357,000 |
-396 |
|
Cornell Pochily Investment Advisors Inc. |
57 |
- |
2024-03-31 |
50,900 |
$1,268,000 |
-764 |
|
LITTLE HOUSE CAPITAL LLC |
68 |
- |
2024-03-31 |
42,777 |
$1,065,000 |
-7,132 |
|
Blue Square Asset Management LLC |
42 |
- |
2024-03-31 |
36,630 |
$912,000 |
-667 |
|
BENJAMIN EDWARDS INC |
150 |
- |
2024-03-31 |
32,394 |
$807,000 |
-1,865 |
|
KISTLERTIFFANY COMPANIES, LLC |
162 |
- |
2023-06-30 |
25,050 |
$614,000 |
-4,000 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1470 |
- |
2024-03-31 |
23,772 |
$592,000 |
-8,255 |
|
FinTrust Capital Advisors LLC |
161 |
- |
2024-03-31 |
22,856 |
$569,000 |
-2,997 |
|
Keystone Wealth Services LLC |
125 |
- |
2024-03-31 |
20,737 |
$516,000 |
-3,782 |
|
IOWA STATE BANK |
102 |
- |
2024-03-31 |
8,907 |
$222,000 |
-1,360 |
|
Steward Partners Investment Advisory LLC |
2218 |
- |
2024-03-31 |
1,573 |
$39,000 |
-806 |
|
|
28 Records found
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1
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