|
Institutional
Holders
Total
Institutions:
|
62 15 |
|
Total
shares held :
|
11,717,027 |
|
% of shares
held :
|
13.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
Amount
of shares held :
|
3,712,712 |
|
% of shares
held change :
|
4.13% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1380 |
- |
2024-03-31 |
3,770,644 |
$76,356,000 |
618,637 |
|
WELLS FARGO & CO/MN |
897 |
- |
2024-03-31 |
1,547,059 |
$31,328,000 |
161,648 |
|
EASTERN BANK |
31 |
- |
2024-03-31 |
1,332,156 |
$26,976,000 |
1,294,485 |
|
Aptus Capital Advisors LLC |
35 |
*New |
2024-03-31 |
1,323,101 |
$26,793,000 |
1,323,101 |
|
Union Bankshares Corp |
12 |
- |
2024-03-31 |
804,866 |
$16,299,000 |
138,946 |
|
LPL FINANCIAL CORP |
1101 |
- |
2024-03-31 |
710,485 |
$14,387,000 |
386,440 |
|
Motley Fool Wealth Management LLC |
46 |
- |
2024-03-31 |
692,042 |
$14,014,000 |
35,476 |
|
Vishria Bird Financial Group LLC |
5 |
- |
2024-03-31 |
638,990 |
$12,940,000 |
4,575 |
|
Sterling Financial Group Inc. |
8 |
- |
2024-03-31 |
521,363 |
$10,558,000 |
507,726 |
|
UBS Group AG |
1584 |
- |
2024-03-31 |
508,339 |
$10,294,000 |
224,998 |
|
COOKSON PEIRCE & CO INC |
56 |
- |
2024-03-31 |
461,461 |
$9,345,000 |
36,662 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
832 |
- |
2024-03-31 |
458,922 |
$9,293,000 |
163,154 |
|
GILL CAPITAL PARTNERS LLC |
10 |
- |
2024-03-31 |
410,361 |
$8,063,000 |
20,199 |
|
Advisor Group Holdings Inc. |
877 |
- |
2024-03-31 |
324,153 |
$6,564,000 |
278,299 |
|
INVESCO LTD |
2054 |
- |
2024-03-31 |
296,161 |
$5,997,000 |
65,190 |
|
Total Clarity Wealth Management Inc. |
5 |
- |
2024-03-31 |
293,845 |
$5,950,000 |
34,145 |
|
RAYMOND JAMES & ASSOCIATES |
1513 |
- |
2024-03-31 |
270,473 |
$5,477,000 |
193,455 |
|
ROYAL BANK OF CANADA |
1843 |
- |
2024-03-31 |
268,729 |
$5,442,000 |
-77,761 |
|
JANE STREET GROUP LLC |
1367 |
- |
2024-03-31 |
222,835 |
$4,512,000 |
-212,084 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1213 |
- |
2024-03-31 |
176,605 |
$3,576,000 |
74,166 |
|
AMERIPRISE FINANCIAL INC |
2515 |
- |
2024-03-31 |
170,754 |
$3,506,000 |
-247,616 |
|
BANK OF AMERICA CORP /DE/ |
3254 |
- |
2024-03-31 |
167,949 |
$3,401,000 |
69,036 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
63 |
- |
2024-03-31 |
167,894 |
$3,400,000 |
744 |
|
Addison Advisors LLC |
21 |
- |
2024-03-31 |
153,633 |
$3,111,000 |
17,404 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1454 |
- |
2024-03-31 |
153,468 |
$3,108,000 |
15,675 |
|
Lido Advisors LLC |
374 |
- |
2024-03-31 |
106,781 |
$2,162,000 |
0 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
95 |
*New |
2024-03-31 |
84,500 |
$1,711,000 |
84,500 |
|
BCS Wealth Management |
52 |
- |
2024-03-31 |
78,961 |
$1,599,000 |
17,712 |
|
CITADEL ADVISORS LLC |
2757 |
- |
2024-03-31 |
66,847 |
$1,354,000 |
-133,857 |
|
TLWM |
29 |
- |
2024-03-31 |
63,737 |
$1,291,000 |
12,941 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
27 |
- |
2024-03-31 |
60,818 |
$1,232,000 |
715 |
|
SAWGRASS ASSET MANAGEMENT LLC |
101 |
- |
2024-03-31 |
55,031 |
$1,114,000 |
23,097 |
|
Equitable Holdings Inc. |
597 |
- |
2024-03-31 |
53,146 |
$1,076,000 |
5,559 |
|
HEAD & ASSOCIATES LLC |
85 |
- |
2023-12-31 |
47,450 |
$982,000 |
0 |
|
Ellevest Inc. |
106 |
- |
2024-03-31 |
46,422 |
$940,000 |
8,400 |
|
OLD MISSION CAPITAL LLC |
415 |
*New |
2024-03-31 |
43,806 |
$887,000 |
43,806 |
|
ENVESTNET ASSET MANAGEMENT INC |
3090 |
- |
2024-03-31 |
43,450 |
$880,000 |
6,666 |
|
BUTENSKY & COHEN FINANCIAL SECURITY INC |
84 |
- |
2024-03-31 |
42,482 |
$860,000 |
5,894 |
|
MML INVESTORS SERVICES LLC |
1553 |
- |
2024-03-31 |
38,123 |
$772,000 |
4,713 |
|
Asset Dedication LLC |
185 |
- |
2024-03-31 |
37,728 |
$764,000 |
7,320 |
|
Cetera Investment Advisers |
2292 |
*New |
2024-03-31 |
36,770 |
$745,000 |
36,770 |
|
MULTIFINANCIAL SECURITIES CORP |
1392 |
- |
2024-03-31 |
34,041 |
$689,000 |
21,053 |
|
MONECO Advisors LLC |
202 |
- |
2024-03-31 |
31,972 |
$647,000 |
10,502 |
|
AMERICAN NATIONAL BANK & TRUST CO /VA/ |
94 |
*New |
2024-03-31 |
26,901 |
$545,000 |
26,901 |
|
Independence Bank of Kentucky |
145 |
- |
2024-03-31 |
26,625 |
$539,000 |
11,970 |
|
Kestra Advisory Services LLC |
1612 |
- |
2024-03-31 |
26,219 |
$531,000 |
12,644 |
|
Strategic Financial Concepts LLC |
170 |
- |
2024-03-31 |
23,274 |
$471,000 |
4,719 |
|
STEPHENS INC /AR/ |
881 |
*New |
2024-03-31 |
20,850 |
$422,000 |
20,850 |
|
TCG Advisory Services LLC |
305 |
*New |
2024-03-31 |
20,039 |
$406,000 |
20,039 |
|
CAPTRUST FINANCIAL ADVISORS |
1655 |
- |
2024-03-31 |
18,073 |
$366,000 |
157 |
|
Fountainhead AM LLC |
85 |
- |
2024-03-31 |
16,593 |
$336,000 |
0 |
|
Integrated Wealth Concepts LLC |
1243 |
- |
2024-03-31 |
16,459 |
$333,000 |
6,137 |
|
Cherry Tree Wealth Management LLC |
130 |
*New |
2024-03-31 |
15,132 |
$306,000 |
15,132 |
|
Colonial Trust Co / SC |
214 |
- |
2024-03-31 |
15,000 |
$304,000 |
0 |
|
DOVER ADVISORS LLC |
100 |
*New |
2024-03-31 |
13,909 |
$282,000 |
13,909 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1958 |
- |
2024-03-31 |
13,568 |
$275,000 |
0 |
|
Rockefeller Capital Management L.P. |
1603 |
- |
2024-03-31 |
13,375 |
$271,000 |
1,475 |
|
Kohmann Bosshard Financial Services LLC |
174 |
- |
2024-03-31 |
12,685 |
$257,000 |
2,485 |
|
HANOVER ADVISORS INC |
89 |
*New |
2024-03-31 |
11,318 |
$229,000 |
11,318 |
|
Darden Wealth Group Inc |
103 |
- |
2024-03-31 |
10,000 |
$203,000 |
0 |
|
Coordinated Financial Services Inc./CO |
126 |
- |
2024-03-31 |
10,029 |
$203,000 |
0 |
|
US BANCORP |
2040 |
- |
2024-03-31 |
9,174 |
$186,000 |
1,345 |
|
Davis Capital Management |
78 |
- |
2024-03-31 |
7,853 |
$158,000 |
6,744 |
|
First Command Advisory Services Inc. |
184 |
- |
2024-03-31 |
6,283 |
$127,000 |
122 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1046 |
- |
2024-03-31 |
5,771 |
$117,000 |
179 |
|
MARQUETTE ASSET MANAGEMENT INC. |
118 |
- |
2024-03-31 |
4,466 |
$90,000 |
0 |
|
COMERICA BANK |
2669 |
- |
2024-03-31 |
3,180 |
$64,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2114 |
*New |
2024-03-31 |
2,450 |
$50,000 |
2,450 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
271 |
- |
2023-06-30 |
2,401 |
$48,000 |
-525 |
|
First Command Financial Services Inc. |
248 |
*New |
2023-06-30 |
2,093 |
$42,000 |
2,093 |
|
First Command Bank |
248 |
*New |
2023-06-30 |
2,093 |
$42,000 |
2,093 |
|
Capital Analysts Inc. |
745 |
- |
2024-03-31 |
1,545 |
$31,000 |
6 |
|
YHB INVESTMENT ADVISORS, INC. |
567 |
*New |
2024-03-31 |
1,231 |
$25,000 |
1,231 |
|
SMITHFIELD TRUST CO |
711 |
- |
2024-03-31 |
1,053 |
$21,000 |
0 |
|
Hobbs Group Advisors LLC |
368 |
- |
2023-12-31 |
454 |
$9,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3871 |
*New |
2024-03-31 |
250 |
$5,000 |
250 |
|
First PREMIER Bank |
376 |
*New |
2024-03-31 |
191 |
$4,000 |
191 |
|
Parallel Advisors LLC |
3049 |
*Closed |
2024-03-31 |
0 |
$0 |
-274 |
|
VIMA LLC |
367 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,458 |
|
PROEQUITIES INC. |
8726 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
80 Records found
|
1
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