|
Institutional
Holders
Total
Institutions:
|
99 1 |
|
Total
shares held :
|
12,782,247 |
|
% of shares
held :
|
64.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-248,462 |
|
% of shares
held change :
|
-1.25% |
|
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 |
ARVEST TRUST CO N A |
6 |
- |
2024-03-31 |
2,023,332 |
$56,572,000 |
57,684 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
12 |
- |
2024-03-31 |
839,952 |
$23,485,000 |
0 |
|
Magnus Financial Group LLC |
8 |
- |
2024-03-31 |
787,912 |
$22,030,000 |
10,395 |
|
FOSTER & MOTLEY INC |
12 |
- |
2024-03-31 |
709,047 |
$19,825,000 |
18,119 |
|
MORGAN STANLEY |
2689 |
- |
2024-03-31 |
702,677 |
$19,647,000 |
-39,804 |
|
ARVEST INVESTMENTS INC. |
8 |
- |
2024-03-31 |
699,741 |
$19,565,000 |
630 |
|
ATWOOD & PALMER INC |
33 |
- |
2024-03-31 |
628,856 |
$17,583,000 |
21,483 |
|
BANK OF AMERICA CORP /DE/ |
2299 |
- |
2024-03-31 |
443,118 |
$12,390,000 |
-740,086 |
|
Keudell/Morrison Wealth Management |
8 |
- |
2024-03-31 |
404,678 |
$11,315,000 |
6,207 |
|
BUSEY TRUST CO |
85 |
- |
2024-03-31 |
321,761 |
$8,996,000 |
2,910 |
|
WELLS FARGO & CO/MN |
1697 |
- |
2024-03-31 |
278,000 |
$7,773,000 |
284 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
920 |
- |
2024-03-31 |
272,787 |
$7,627,000 |
2,818 |
|
CWM LLC |
340 |
- |
2024-03-31 |
269,399 |
$7,532,000 |
-55,926 |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT |
7 |
- |
2024-03-31 |
266,849 |
$7,461,000 |
1,844 |
|
UBS Group AG |
1839 |
- |
2024-03-31 |
260,882 |
$7,294,000 |
-11,591 |
|
OXBOW ADVISORS, LLC |
30 |
- |
2024-03-31 |
258,226 |
$7,220,000 |
4,967 |
|
HPM Partners LLC |
549 |
- |
2024-03-31 |
256,309 |
$7,166,000 |
2,187 |
|
Edmonds Duncan Registered Investment Advisors LLC |
15 |
- |
2024-03-31 |
241,363 |
$6,749,000 |
5,106 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1007 |
- |
2024-03-31 |
225,226 |
$6,297,000 |
-841 |
|
MARINER WEALTH ADVISORS, LLC |
663 |
- |
2024-03-31 |
213,664 |
$5,974,000 |
758 |
|
REGIONS FINANCIAL CORP |
241 |
- |
2024-03-31 |
162,465 |
$4,543,000 |
-16,211 |
|
Icon Wealth Advisors LLC |
54 |
- |
2024-03-31 |
146,617 |
$4,099,000 |
-11,872 |
|
Icon Wealth Partners LLC |
43 |
- |
2023-09-30 |
164,633 |
$4,025,000 |
-9,605 |
|
Financial Advisory Service Inc. |
64 |
- |
2024-03-31 |
139,753 |
$3,908,000 |
-16,450 |
|
ROYAL BANK OF CANADA |
2076 |
- |
2024-03-31 |
139,675 |
$3,905,000 |
806 |
|
SMITH & HOWARD WEALTH MANAGEMENT, LLC |
24 |
- |
2024-03-31 |
125,668 |
$3,514,000 |
11,813 |
|
COUNTRY CLUB BANK /GFN |
108 |
- |
2024-03-31 |
113,234 |
$3,166,000 |
-5,993 |
|
HBK SORCE ADVISORY LLC |
97 |
- |
2024-03-31 |
111,132 |
$3,107,000 |
-5,310 |
|
JANNEY MONTGOMERY SCOTT LLC |
956 |
- |
2024-03-31 |
108,328 |
$3,029,000 |
27,987 |
|
Quad-Cities Investment Group LLC |
14 |
- |
2024-03-31 |
106,870 |
$2,988,000 |
-5,390 |
|
LPL FINANCIAL CORP |
2205 |
- |
2024-03-31 |
100,987 |
$2,824,000 |
-38,558 |
|
HIGHTOWER ADVISORS, LLC |
1281 |
- |
2024-03-31 |
93,393 |
$2,611,000 |
-1,603 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1510 |
- |
2024-03-31 |
90,499 |
$2,530,000 |
49,770 |
|
Financial Partners Group Inc |
41 |
- |
2024-03-31 |
88,433 |
$2,473,000 |
833 |
|
XML Financial LLC |
102 |
- |
2024-03-31 |
83,710 |
$2,341,000 |
-21,159 |
|
LexAurum Advisors LLC |
40 |
- |
2024-03-31 |
73,001 |
$2,041,000 |
5,075 |
|
ENVESTNET ASSET MANAGEMENT INC |
2543 |
- |
2024-03-31 |
72,732 |
$2,034,000 |
11,873 |
|
JANE STREET GROUP LLC |
2257 |
- |
2024-03-31 |
70,795 |
$1,979,000 |
57,520 |
|
Financial Enhancement Group LLC |
65 |
- |
2024-03-31 |
69,391 |
$1,886,000 |
2,048 |
|
BOLLARD GROUP LLC |
89 |
- |
2024-03-31 |
65,424 |
$1,829,000 |
1,511 |
|
Rockefeller Capital Management L.P. |
1122 |
- |
2024-03-31 |
52,190 |
$1,459,000 |
-3,742 |
|
STIFEL FINANCIAL CORP |
1944 |
- |
2024-03-31 |
51,929 |
$1,452,000 |
931 |
|
PARKSIDE FINANCIAL BANK & TRUST |
77 |
- |
2024-03-31 |
49,661 |
$1,389,000 |
8,752 |
|
Global Retirement Partners LLC |
336 |
- |
2024-03-31 |
40,719 |
$1,139,000 |
2,246 |
|
SANDY SPRING BANK |
209 |
- |
2024-03-31 |
39,071 |
$1,092,000 |
345 |
|
WealthCare Investment Partners LLC |
51 |
- |
2024-03-31 |
37,433 |
$1,047,000 |
-21,647 |
|
CAPTRUST FINANCIAL ADVISORS |
1115 |
- |
2024-03-31 |
36,356 |
$1,017,000 |
-3,469 |
|
NORTHERN TRUST CORP |
3323 |
*New |
2024-03-31 |
34,137 |
$954,000 |
34,137 |
|
Capital Advisors Ltd. LLC |
108 |
- |
2024-03-31 |
31,564 |
$883,000 |
729 |
|
Geneos Wealth Management Inc. |
372 |
- |
2024-03-31 |
30,994 |
$867,000 |
-1,306 |
|
BB&T CORP |
1672 |
- |
2024-03-31 |
29,681 |
$830,000 |
-14,054 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1082 |
- |
2024-03-31 |
26,421 |
$739,000 |
-533 |
|
WESBANCO BANK INC |
351 |
- |
2024-03-31 |
25,840 |
$722,000 |
50 |
|
Objectivity Squared LLC |
22 |
- |
2024-03-31 |
23,301 |
$641,000 |
334 |
|
CREATIVE PLANNING |
1690 |
- |
2024-03-31 |
21,943 |
$614,000 |
-877 |
|
Diversify Advisory Services LLC |
404 |
- |
2024-03-31 |
19,311 |
$537,000 |
0 |
|
IFP Advisors Inc |
550 |
- |
2023-12-31 |
20,237 |
$525,000 |
859 |
|
Investment Partners Asset Management Inc. |
71 |
- |
2024-03-31 |
17,843 |
$499,000 |
0 |
|
Atria Wealth Solutions Inc. |
1268 |
- |
2024-03-31 |
17,600 |
$492,000 |
-1,100 |
|
WEALTHTRUST AXIOM LLC |
142 |
- |
2024-03-31 |
16,523 |
$462,000 |
-500 |
|
Stokes Capital Advisors LLC |
63 |
- |
2024-03-31 |
16,453 |
$460,000 |
495 |
|
GTS SECURITIES LLC |
833 |
*New |
2024-03-31 |
15,922 |
$445,000 |
15,922 |
|
DFPG INVESTMENTS INC. |
440 |
- |
2023-12-31 |
16,408 |
$432,000 |
2,721 |
|
FirstPurpose Wealth LLC |
141 |
- |
2024-03-31 |
13,073 |
$360,000 |
1,420 |
|
Cetera Investment Advisers |
2862 |
*New |
2024-03-31 |
12,749 |
$356,000 |
12,749 |
|
HOWARD FINANCIAL SERVICES LTD. |
115 |
- |
2024-03-31 |
11,727 |
$328,000 |
1,612 |
|
Leading Edge Financial Planning LLC |
39 |
- |
2024-03-31 |
10,284 |
$288,000 |
-2,747 |
|
RAYMOND JAMES & ASSOCIATES |
3349 |
- |
2024-03-31 |
10,185 |
$285,000 |
100 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1944 |
- |
2024-03-31 |
10,050 |
$281,000 |
0 |
|
FLOW TRADERS U.S. LLC |
550 |
- |
2024-03-31 |
9,859 |
$276,000 |
9,859 |
|
Private Portfolio Partners LLC |
229 |
- |
2024-03-31 |
9,717 |
$272,000 |
94 |
|
Strategies Wealth Advisors LLC |
83 |
- |
2024-03-31 |
8,895 |
$249,000 |
205 |
|
Baird Financial Group Inc. |
1623 |
- |
2024-03-31 |
8,322 |
$233,000 |
0 |
|
FINANCIAL NETWORK |
2513 |
- |
2024-03-31 |
7,807 |
$218,000 |
-2,456 |
|
UMB BANK N A/MO |
588 |
- |
2024-03-31 |
6,575 |
$184,000 |
0 |
|
HANSON MCCLAIN, INC. |
833 |
- |
2024-03-31 |
5,970 |
$167,000 |
0 |
|
MATHER GROUP, INC. |
629 |
*New |
2024-03-31 |
5,080 |
$132,000 |
5,080 |
|
AYRSHIRE ASSOCIATES INC |
255 |
- |
2024-03-31 |
4,330 |
$121,000 |
0 |
|
Blume Capital Management Inc. |
137 |
- |
2024-03-31 |
3,944 |
$110,000 |
0 |
|
CITIGROUP INC |
3392 |
- |
2024-03-31 |
3,626 |
$101,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1268 |
- |
2024-03-31 |
3,573 |
$100,000 |
2,291 |
|
Steward Partners Investment Advisory LLC |
1856 |
- |
2024-03-31 |
2,925 |
$82,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
361 |
- |
2024-03-31 |
2,505 |
$70,000 |
0 |
|
Koesten Hirschmann & Crabtree INC. |
77 |
- |
2024-03-31 |
1,910 |
$53,000 |
0 |
|
Continuum Advisory LLC |
609 |
*New |
2024-03-31 |
1,627 |
$46,000 |
1,627 |
|
PNC FINANCIAL SERVICES GROUP INC |
3156 |
- |
2024-03-31 |
1,212 |
$34,000 |
-1,114 |
|
J P MORGAN CHASE & CO |
4878 |
- |
2024-03-31 |
932 |
$26,000 |
-481 |
|
FMR LLC |
3761 |
- |
2024-03-31 |
880 |
$25,000 |
681 |
|
BANK OF MONTREAL /CAN/ |
3151 |
*New |
2024-03-31 |
749 |
$21,000 |
749 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1000 |
- |
2024-03-31 |
630 |
$18,000 |
0 |
|
Farther Finance Advisors LLC |
1526 |
*New |
2024-03-31 |
635 |
$18,000 |
635 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
974 |
- |
2024-03-31 |
600 |
$17,000 |
0 |
|
Salomon & Ludwin LLC |
510 |
- |
2024-03-31 |
500 |
$14,000 |
0 |
|
Westside Investment Management Inc. |
615 |
- |
2024-03-31 |
279 |
$8,000 |
0 |
|
COMERICA BANK |
3198 |
- |
2024-03-31 |
286 |
$8,000 |
-10 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
359 |
- |
2024-03-31 |
226 |
$7,000 |
-58,907 |
|
Advisor Group Holdings Inc. |
5864 |
- |
2024-03-31 |
186 |
$5,000 |
-870 |
|
Coppell Advisory Solutions LLC |
1119 |
- |
2023-12-31 |
200 |
$5,000 |
200 |
|
FTB Advisors Inc. |
1863 |
- |
2024-03-31 |
141 |
$4,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
671 |
- |
2023-12-31 |
128 |
$3,000 |
3 |
|
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100 Records found
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1
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