|
Institutional
Holders
Total
Institutions:
|
260 39 |
|
Total
shares held :
|
55,257,123 |
|
% of shares
held :
|
38.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
120 |
|
Amount
of shares held :
|
4,728,130 |
|
% of shares
held change :
|
3.31% |
|
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 |
BANK OF AMERICA CORP /DE/ |
701 |
- |
2024-03-31 |
6,852,896 |
$163,099,000 |
674,918 |
|
SHUFRO ROSE & CO LLC |
1 |
- |
2024-03-31 |
5,123,260 |
$121,934,000 |
5,090,112 |
|
AMERIPRISE FINANCIAL INC |
491 |
- |
2024-03-31 |
4,747,778 |
$113,045,000 |
3,418,512 |
|
CAPITAL ADVISORS INC/OK |
12 |
- |
2024-03-31 |
3,132,752 |
$74,560,000 |
316,885 |
|
MORGAN STANLEY |
1437 |
- |
2024-03-31 |
2,979,700 |
$70,917,000 |
173,251 |
|
UBS Group AG |
784 |
- |
2024-03-31 |
1,923,749 |
$45,785,000 |
83,988 |
|
Capital Investment Advisors LLC |
21 |
- |
2024-03-31 |
1,875,074 |
$44,627,000 |
-163,639 |
|
MERCER GLOBAL ADVISORS INC /ADV |
110 |
- |
2024-03-31 |
1,870,916 |
$44,528,000 |
408,700 |
|
ENVESTNET ASSET MANAGEMENT INC |
737 |
- |
2024-03-31 |
1,753,773 |
$41,740,000 |
266,446 |
|
ROYAL BANK OF CANADA |
779 |
- |
2024-03-31 |
1,741,029 |
$41,436,000 |
-27,930 |
|
Aptus Capital Advisors LLC |
21 |
- |
2024-03-31 |
1,696,264 |
$40,371,000 |
208,164 |
|
Miracle Mile Advisors LLC |
33 |
- |
2024-03-31 |
1,583,616 |
$37,690,000 |
49,102 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
323 |
- |
2024-03-31 |
1,557,054 |
$37,058,000 |
94,131 |
|
WELLS FARGO & CO/MN |
878 |
- |
2024-03-31 |
1,389,929 |
$33,080,000 |
345,495 |
|
LPL FINANCIAL CORP |
783 |
- |
2024-03-31 |
1,204,138 |
$28,658,000 |
9,385 |
|
WOODMONT INVESTMENT COUNSEL LLC |
7 |
- |
2024-03-31 |
1,155,599 |
$27,503,000 |
83,634 |
|
Gratus Wealth Advisors LLC |
5 |
- |
2024-03-31 |
1,148,295 |
$26,996,000 |
104,839 |
|
BB&T CORP |
355 |
- |
2024-03-31 |
1,107,637 |
$26,362,000 |
103,775 |
|
SIGMA INVESTMENT COUNSELORS INC |
16 |
- |
2024-03-31 |
996,068 |
$23,706,000 |
26,530 |
|
Kathmere Capital Management LLC |
9 |
- |
2024-03-31 |
933,361 |
$22,214,000 |
69,032 |
|
Sound View Wealth Advisors Group LLC |
8 |
- |
2024-03-31 |
742,378 |
$17,669,000 |
-3,765 |
|
RVW Wealth LLC |
23 |
- |
2024-03-31 |
716,830 |
$17,061,000 |
-13,486 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
584 |
- |
2024-03-31 |
666,490 |
$15,862,000 |
160,330 |
|
US BANCORP |
355 |
- |
2024-03-31 |
617,055 |
$14,686,000 |
-53,126 |
|
STIFEL FINANCIAL CORP |
669 |
- |
2024-03-31 |
601,128 |
$14,307,000 |
23,471 |
|
GATEWAY ADVISORY, LLC |
6 |
- |
2024-03-31 |
567,811 |
$13,514,000 |
29,794 |
|
RAYMOND JAMES & ASSOCIATES |
1025 |
- |
2024-03-31 |
535,587 |
$12,747,000 |
83,657 |
|
Venture Visionary Partners LLC |
37 |
- |
2024-03-31 |
533,807 |
$12,705,000 |
63,919 |
|
ARROW FINANCIAL CORP |
19 |
- |
2024-03-31 |
533,103 |
$12,688,000 |
18,514 |
|
MV Capital Management Inc. |
16 |
- |
2024-03-31 |
533,043 |
$12,686,000 |
32,465 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
16 |
- |
2024-03-31 |
515,779 |
$12,276,000 |
6,236 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
126 |
- |
2024-03-31 |
505,438 |
$12,029,000 |
-310,089 |
|
Sailer Financial LLC |
5 |
*New |
2024-03-31 |
456,590 |
$10,867,000 |
456,590 |
|
Global Retirement Partners LLC |
57 |
- |
2024-03-31 |
403,394 |
$9,601,000 |
367,641 |
|
Kestra Advisory Services LLC |
334 |
- |
2024-03-31 |
376,461 |
$8,960,000 |
91,794 |
|
WJ Wealth Management LLC |
11 |
- |
2024-03-31 |
372,622 |
$8,868,000 |
243,659 |
|
Keeler Thomas Management LLC |
6 |
- |
2024-03-31 |
369,672 |
$8,815,000 |
-8,535 |
|
CWM LLC |
313 |
- |
2024-03-31 |
369,852 |
$8,802,000 |
53,138 |
|
Glenview Trust Co |
110 |
- |
2024-03-31 |
330,214 |
$7,859,000 |
149,566 |
|
Commonwealth Financial Services LLC |
17 |
- |
2024-03-31 |
326,491 |
$7,813,000 |
-871 |
|
WINDSOR CAPITAL MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
314,906 |
$7,495,000 |
102,189 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
169 |
- |
2024-03-31 |
314,205 |
$7,478,000 |
26,280 |
|
HAMEL ASSOCIATES INC. |
18 |
- |
2024-03-31 |
305,725 |
$7,276,000 |
12,397 |
|
PFG Private Wealth Management LLC |
6 |
- |
2024-03-31 |
301,927 |
$7,186,000 |
-31,077 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
103 |
- |
2024-03-31 |
301,492 |
$7,176,000 |
28,157 |
|
HOWLAND CAPITAL MANAGEMENT INC |
59 |
- |
2024-03-31 |
295,417 |
$7,031,000 |
97,341 |
|
Peloton Wealth Strategists |
8 |
- |
2024-03-31 |
289,985 |
$6,902,000 |
15,245 |
|
Platte River Wealth Advisors LLC |
17 |
- |
2024-03-31 |
283,522 |
$6,748,000 |
14,301 |
|
LYELL WEALTH MANAGEMENT LP |
51 |
- |
2024-03-31 |
279,526 |
$6,653,000 |
63,256 |
|
Signature Wealth Management Group |
4 |
- |
2024-03-31 |
254,759 |
$5,989,000 |
-625 |
|
Beacon Pointe Advisors LLC |
263 |
- |
2024-03-31 |
239,981 |
$5,712,000 |
47,665 |
|
SANDY SPRING BANK |
87 |
- |
2024-03-31 |
234,155 |
$5,573,000 |
5,390 |
|
CAPTRUST FINANCIAL ADVISORS |
469 |
- |
2024-03-31 |
228,854 |
$5,447,000 |
71,020 |
|
MCF Advisors LLC |
27 |
- |
2024-03-31 |
218,128 |
$5,191,000 |
6,663 |
|
JANNEY MONTGOMERY SCOTT LLC |
753 |
- |
2024-03-31 |
215,129 |
$5,120,000 |
-72,188 |
|
IFP Advisors Inc |
88 |
- |
2023-12-31 |
209,775 |
$5,020,000 |
105,563 |
|
Praetorian Wealth Management Inc. |
22 |
- |
2024-03-31 |
191,720 |
$4,563,000 |
8,386 |
|
Probity Advisors Inc. |
20 |
- |
2024-03-31 |
183,376 |
$4,364,000 |
83,863 |
|
TLWM |
12 |
- |
2024-03-31 |
183,268 |
$4,362,000 |
-2,695 |
|
CREATIVE PLANNING |
653 |
- |
2024-03-31 |
181,605 |
$4,322,000 |
27,670 |
|
SPINNAKER TRUST |
79 |
- |
2024-03-31 |
174,765 |
$4,159,000 |
51,633 |
|
Houlihan Financial Resource Group Ltd. |
18 |
- |
2024-03-31 |
173,950 |
$4,140,000 |
23,802 |
|
4Thought Financial Group Inc. |
8 |
- |
2024-03-31 |
173,195 |
$4,122,000 |
21,335 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
134 |
- |
2024-03-31 |
170,586 |
$4,060,000 |
-9,857 |
|
ROBBINS FARLEY LLC |
14 |
- |
2024-03-31 |
167,935 |
$3,997,000 |
94 |
|
Advisor Group Holdings Inc. |
1208 |
- |
2024-03-31 |
165,189 |
$3,932,000 |
18,242 |
|
Kesler Norman & Wride LLC |
44 |
- |
2024-03-31 |
163,114 |
$3,882,000 |
45,190 |
|
Krilogy Financial LLC |
69 |
- |
2024-03-31 |
161,269 |
$3,838,000 |
4,360 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1185 |
*New |
2024-03-31 |
158,072 |
$3,762,000 |
158,072 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
14 |
- |
2024-03-31 |
157,602 |
$3,751,000 |
54,740 |
|
Goss Wealth Management LLC |
478 |
- |
2024-03-31 |
155,436 |
$3,699,000 |
-1,051,031 |
|
Michael S. Ryan Inc. |
10 |
- |
2024-03-31 |
141,037 |
$3,357,000 |
1,742 |
|
Asset Dedication LLC |
88 |
- |
2024-03-31 |
134,585 |
$3,167,000 |
109,948 |
|
Parallel Advisors LLC |
176 |
- |
2024-03-31 |
132,572 |
$3,155,000 |
51,774 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
674 |
- |
2024-03-31 |
129,703 |
$3,087,000 |
28,133 |
|
Matthew Goff Investment Advisor LLC |
38 |
- |
2024-03-31 |
128,210 |
$3,051,000 |
-967 |
|
VIRGINIA WEALTH MANAGEMENT GROUP INC. |
19 |
- |
2024-03-31 |
127,120 |
$3,025,000 |
-3,785 |
|
Garrett Investment Advisors LLC |
66 |
- |
2024-03-31 |
126,232 |
$3,004,000 |
-21,253 |
|
FULTON BREAKEFIELD BROENNIMAN LLC |
62 |
- |
2024-03-31 |
125,284 |
$2,982,000 |
9,866 |
|
Evergreen Private Wealth LLC |
30 |
- |
2024-03-31 |
124,211 |
$2,956,000 |
17,268 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
144 |
- |
2024-03-31 |
121,813 |
$2,899,000 |
9,400 |
|
Sargent Bickham Lagudis LLC |
80 |
- |
2022-12-31 |
123,703 |
$2,891,000 |
122,957 |
|
Foundation Wealth Management LLC |
12 |
*New |
2024-03-31 |
118,805 |
$2,828,000 |
118,805 |
|
WRAPMANAGER INC |
33 |
- |
2024-03-31 |
115,463 |
$2,748,000 |
6,711 |
|
Laurel Wealth Advisors LLC |
57 |
- |
2024-03-31 |
113,615 |
$2,704,000 |
6,857 |
|
Integrated Wealth Concepts LLC |
412 |
- |
2024-03-31 |
113,135 |
$2,693,000 |
-9,257 |
|
FF AdvisorsLLC |
18 |
- |
2024-03-31 |
112,590 |
$2,680,000 |
17,442 |
|
HANSON MCCLAIN, INC. |
268 |
- |
2024-03-31 |
111,372 |
$2,651,000 |
-30,622 |
|
Cherry Tree Wealth Management LLC |
37 |
- |
2024-03-31 |
110,770 |
$2,636,000 |
27,211 |
|
ATRIA INVESTMENTS LLC |
559 |
- |
2024-03-31 |
107,778 |
$2,565,000 |
6,417 |
|
SAX WEALTH ADVISORS LLC |
42 |
- |
2024-03-31 |
104,529 |
$2,488,000 |
17,852 |
|
PRECEDENT WEALTH PARTNERS LLC |
17 |
- |
2024-03-31 |
103,425 |
$2,462,000 |
16,695 |
|
LifePlan Financial LLC |
9 |
- |
2024-03-31 |
98,924 |
$2,354,000 |
3,467 |
|
Round Rock Advisors LLC |
38 |
- |
2024-03-31 |
94,067 |
$2,239,000 |
76,749 |
|
Rockefeller Capital Management L.P. |
968 |
- |
2024-03-31 |
91,433 |
$2,176,000 |
63,356 |
|
JANE STREET GROUP LLC |
2163 |
- |
2024-03-31 |
90,940 |
$2,164,000 |
90,940 |
|
Quantum Financial Advisors LLC |
33 |
*New |
2024-03-31 |
90,701 |
$2,159,000 |
90,701 |
|
ASSOCIATED BANC-CORP |
166 |
- |
2024-03-31 |
88,418 |
$2,104,000 |
9,527 |
|
MONECO Advisors LLC |
86 |
- |
2024-03-31 |
86,784 |
$2,065,000 |
26,442 |
|
Foundry Financial Group Inc. |
19 |
- |
2024-03-31 |
85,454 |
$2,034,000 |
14,049 |
|
|
100 Records found
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1
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