|
Institutional
Holders
Total
Institutions:
|
94 0 |
|
Total
shares held :
|
1,954,599 |
|
% of shares
held :
|
30.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-187,893 |
|
% of shares
held change :
|
-2.89% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$58.77 |
|
Last
Quarter's Ending
Price :
|
$64.24 |
|
Last
Quarter's Average
Price :
|
$60.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.02 (1.7%) |
|
|
|
|
|
|
|
|
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/ |
2099 |
- |
2024-03-31 |
245,674 |
$15,782,000 |
-59,622 |
|
FINANCIAL NETWORK |
562 |
- |
2024-03-31 |
91,639 |
$5,887,000 |
-15,372 |
|
Joseph P. Lucia & Associates LLC |
8 |
- |
2024-03-31 |
82,040 |
$5,270,000 |
-632 |
|
Kestra Advisory Services LLC |
538 |
- |
2024-03-31 |
74,891 |
$4,811,000 |
-19,562 |
|
Green Harvest Asset Management LLC |
58 |
- |
2024-03-31 |
63,326 |
$4,068,000 |
-1,631 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
16 |
- |
2024-03-31 |
59,868 |
$3,849,000 |
-3,836 |
|
Allen Capital Group LLC |
43 |
- |
2024-03-31 |
57,332 |
$3,683,000 |
-1,172 |
|
UBS Group AG |
2671 |
- |
2024-03-31 |
44,402 |
$2,852,000 |
-1,904 |
|
Yoder Wealth Management Inc. |
20 |
- |
2024-03-31 |
40,400 |
$2,595,000 |
-1,556 |
|
ForthRight Wealth Management LLC |
21 |
- |
2024-03-31 |
39,660 |
$2,548,000 |
-2,025 |
|
Private Advisor Group LLC |
696 |
- |
2024-03-31 |
39,636 |
$2,546,000 |
-13,444 |
|
FRG Family Wealth Advisors LLC |
55 |
- |
2024-03-31 |
25,740 |
$1,558,000 |
-8,175 |
|
Walker Asset Management LLC |
20 |
- |
2024-03-31 |
21,130 |
$1,357,000 |
-1,169 |
|
HIGHTOWER ADVISORS, LLC |
1628 |
- |
2024-03-31 |
20,074 |
$1,291,000 |
-747 |
|
HARBOUR INVESTMENTS INC. |
359 |
- |
2023-12-31 |
17,160 |
$1,006,000 |
-7 |
|
LVZ Advisors Inc. |
51 |
- |
2024-03-31 |
13,307 |
$855,000 |
-325 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
97 |
- |
2024-03-31 |
12,977 |
$834,000 |
-184 |
|
EQIS CAPITAL MANAGEMENT, INC. |
301 |
- |
2024-03-31 |
12,870 |
$827,000 |
-3,909 |
|
PACIFIC SUN FINANCIAL CORP |
66 |
- |
2024-03-31 |
12,405 |
$797,000 |
-640 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2205 |
- |
2024-03-31 |
11,968 |
$769,000 |
-2,330 |
|
Friedenthal Financial |
84 |
- |
2024-03-31 |
10,976 |
$705,000 |
-1,347 |
|
CREATIVE PLANNING |
1684 |
- |
2024-03-31 |
9,761 |
$627,000 |
-74 |
|
CITADEL ADVISORS LLC |
3607 |
- |
2024-03-31 |
8,781 |
$564,000 |
-13,371 |
|
ENVESTNET ASSET MANAGEMENT INC |
3337 |
- |
2024-03-31 |
8,707 |
$559,000 |
-1,590 |
|
We Are One Seven LLC |
492 |
- |
2024-03-31 |
8,663 |
$557,000 |
-971 |
|
Carmichael Hill & Associates Inc. |
83 |
- |
2024-03-31 |
8,286 |
$532,000 |
-460 |
|
RAYMOND JAMES & ASSOCIATES |
3016 |
- |
2024-03-31 |
7,989 |
$513,000 |
-405 |
|
Geneos Wealth Management Inc. |
488 |
- |
2024-03-31 |
7,788 |
$500,000 |
-244 |
|
SeaCrest Wealth Management LLC |
325 |
- |
2024-03-31 |
7,343 |
$472,000 |
-48 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2317 |
- |
2024-03-31 |
7,267 |
$467,000 |
-25,327 |
|
PRIVATE TRUST CO NA |
384 |
- |
2024-03-31 |
7,215 |
$463,000 |
-395 |
|
FINANCIAL ARCHITECTS INC |
228 |
- |
2023-06-30 |
8,201 |
$420,000 |
-1,243 |
|
Sebold Capital Management Inc. |
43 |
- |
2024-03-31 |
6,250 |
$402,000 |
-521 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
129 |
- |
2024-03-31 |
4,341 |
$279,000 |
-1,330 |
|
Wealthcare Advisory Partners LLC |
703 |
- |
2024-03-31 |
4,069 |
$261,000 |
-38 |
|
AMERIPRISE FINANCIAL INC |
3556 |
- |
2024-03-31 |
3,821 |
$245,000 |
-148 |
|
ESSEX FINANCIAL SERVICES INC |
476 |
- |
2024-03-31 |
3,545 |
$228,000 |
-65 |
|
PRINCIPAL SECURITIES INC. |
1101 |
- |
2024-03-31 |
2,442 |
$157,000 |
-17 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1912 |
- |
2024-03-31 |
1,143 |
$73,000 |
-712 |
|
Tidemark LLC |
318 |
- |
2024-03-31 |
358 |
$23,000 |
-78 |
|
Newbridge Financial Services Group Inc. |
628 |
- |
2024-03-31 |
277 |
$18,000 |
-76 |
|
Qube Research & Technologies Ltd |
3272 |
- |
2024-03-31 |
174 |
$11,000 |
-1,500 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
99 |
- |
2023-03-31 |
61 |
$3,000 |
-2 |
|
|
43 Records found
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1
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