|
Institutional
Holders
Total
Institutions:
|
97 22 |
|
Total
shares held :
|
22,300,576 |
|
% of shares
held :
|
17.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
51 |
|
Amount
of shares held :
|
8,956,025 |
|
% of shares
held change :
|
6.89% |
|
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 |
MORGAN STANLEY |
1967 |
- |
2024-03-31 |
2,410,903 |
$39,515,000 |
463,203 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
22 |
- |
2024-03-31 |
2,358,486 |
$38,656,000 |
941,535 |
|
WELLS FARGO & CO/MN |
841 |
- |
2024-03-31 |
2,188,164 |
$35,864,000 |
158,307 |
|
EASTERN BANK |
22 |
- |
2024-03-31 |
1,854,057 |
$30,388,000 |
143,386 |
|
Aptus Capital Advisors LLC |
31 |
- |
2024-03-31 |
1,823,858 |
$29,893,000 |
238,689 |
|
LPL FINANCIAL CORP |
764 |
- |
2024-03-31 |
1,793,241 |
$29,391,000 |
361,394 |
|
TLWM |
7 |
- |
2024-03-31 |
1,373,567 |
$22,513,000 |
104,549 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
12 |
- |
2024-03-31 |
1,119,848 |
$18,354,000 |
1,104,478 |
|
Union Bankshares Corp |
13 |
- |
2024-03-31 |
988,497 |
$16,201,000 |
169,164 |
|
ENVESTNET ASSET MANAGEMENT INC |
1241 |
- |
2024-03-31 |
958,611 |
$15,712,000 |
555,764 |
|
Motley Fool Wealth Management LLC |
43 |
- |
2024-03-31 |
865,227 |
$14,181,000 |
44,284 |
|
RAYMOND JAMES & ASSOCIATES |
1014 |
- |
2024-03-31 |
793,283 |
$13,002,000 |
488,306 |
|
UBS Group AG |
1463 |
- |
2024-03-31 |
761,126 |
$12,475,000 |
407,494 |
|
BANK OF AMERICA CORP /DE/ |
2293 |
- |
2024-03-31 |
759,716 |
$12,452,000 |
34,771 |
|
JANNEY MONTGOMERY SCOTT LLC |
472 |
- |
2024-03-31 |
735,291 |
$12,051,000 |
110,500 |
|
ROYAL BANK OF CANADA |
1410 |
- |
2024-03-31 |
707,659 |
$11,599,000 |
420,258 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
744 |
- |
2024-03-31 |
688,559 |
$11,285,000 |
211,466 |
|
INVESCO LTD |
1775 |
- |
2024-03-31 |
622,976 |
$10,211,000 |
21,668 |
|
COOKSON PEIRCE & CO INC |
54 |
- |
2024-03-31 |
571,206 |
$9,362,000 |
44,943 |
|
Asset Dedication LLC |
42 |
- |
2024-03-31 |
398,588 |
$6,516,000 |
130,393 |
|
BB&T CORP |
808 |
- |
2024-03-31 |
371,479 |
$6,089,000 |
8,999 |
|
Marietta Wealth Management LLC |
44 |
- |
2024-03-31 |
352,545 |
$5,778,000 |
25,399 |
|
NorthCrest Asset Manangement LLC |
141 |
- |
2024-03-31 |
305,910 |
$5,014,000 |
8,520 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
832 |
- |
2024-03-31 |
259,861 |
$4,259,000 |
65,902 |
|
Advisor Group Holdings Inc. |
1322 |
- |
2024-03-31 |
203,703 |
$3,339,000 |
83,416 |
|
Goepper Burkhardt LLC |
19 |
- |
2024-03-31 |
187,700 |
$3,037,000 |
55,150 |
|
Addison Advisors LLC |
30 |
- |
2024-03-31 |
159,653 |
$2,617,000 |
26,523 |
|
NOVARE CAPITAL MANAGEMENT LLC |
82 |
- |
2024-03-31 |
158,774 |
$2,602,000 |
14,829 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
168 |
- |
2024-03-31 |
134,282 |
$2,201,000 |
38,336 |
|
Secure Asset Management LLC |
43 |
- |
2024-03-31 |
129,869 |
$2,129,000 |
13,139 |
|
MML INVESTORS SERVICES LLC |
1024 |
- |
2024-03-31 |
128,114 |
$2,100,000 |
70,634 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
25 |
- |
2024-03-31 |
85,383 |
$1,399,000 |
914 |
|
SAWGRASS ASSET MANAGEMENT LLC |
90 |
- |
2024-03-31 |
85,024 |
$1,394,000 |
28,720 |
|
MONECO Advisors LLC |
116 |
- |
2024-03-31 |
82,300 |
$1,349,000 |
57,009 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
106 |
- |
2024-03-31 |
80,434 |
$1,318,000 |
59,326 |
|
Straight Path Wealth Management |
20 |
- |
2024-03-31 |
76,980 |
$1,262,000 |
53,301 |
|
STIFEL FINANCIAL CORP |
2063 |
- |
2024-03-31 |
72,994 |
$1,196,000 |
18,825 |
|
BUTENSKY & COHEN FINANCIAL SECURITY INC |
73 |
- |
2024-03-31 |
68,978 |
$1,131,000 |
2,078 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2133 |
- |
2024-03-31 |
68,767 |
$1,127,000 |
8,838 |
|
Equitable Holdings Inc. |
602 |
- |
2024-03-31 |
64,049 |
$1,050,000 |
2,542 |
|
BCS Wealth Management |
74 |
- |
2024-03-31 |
62,335 |
$1,022,000 |
15,375 |
|
Ellevest Inc. |
103 |
- |
2024-03-31 |
58,309 |
$956,000 |
9,886 |
|
Sigma Planning Corp |
519 |
- |
2024-03-31 |
57,765 |
$947,000 |
34,670 |
|
Ironwood Wealth Management llc |
70 |
- |
2024-03-31 |
57,787 |
$947,000 |
205 |
|
AMERIPRISE FINANCIAL INC |
3130 |
- |
2024-03-31 |
54,737 |
$897,000 |
12,722 |
|
TIMBER CREEK CAPITAL MANAGEMENT LLC |
64 |
- |
2024-03-31 |
49,717 |
$815,000 |
1,501 |
|
MULTIFINANCIAL SECURITIES CORP |
1271 |
- |
2024-03-31 |
49,011 |
$803,000 |
28,392 |
|
Masso Torrence Wealth Management Inc. |
45 |
- |
2024-03-31 |
45,304 |
$743,000 |
5,711 |
|
FINANCIAL ADVISORY GROUP |
52 |
- |
2024-03-31 |
43,545 |
$714,000 |
20,793 |
|
STEPHENS INC /AR/ |
731 |
- |
2024-03-31 |
37,384 |
$613,000 |
19,274 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1172 |
- |
2024-03-31 |
36,698 |
$601,000 |
33,362 |
|
Colonial Trust Co / SC |
139 |
- |
2024-03-31 |
34,250 |
$561,000 |
18,750 |
|
Independence Bank of Kentucky |
143 |
- |
2024-03-31 |
34,171 |
$560,000 |
12,700 |
|
COMERICA BANK |
1842 |
- |
2024-03-31 |
32,625 |
$535,000 |
10,276 |
|
Strategic Financial Concepts LLC |
168 |
- |
2024-03-31 |
28,798 |
$472,000 |
5,672 |
|
DAVIS R M INC |
196 |
- |
2024-03-31 |
27,301 |
$447,000 |
16,111 |
|
CAPTRUST FINANCIAL ADVISORS |
1576 |
- |
2024-03-31 |
25,391 |
$416,000 |
157 |
|
Stratos Wealth Partners LTD. |
979 |
- |
2024-03-31 |
23,653 |
$388,000 |
13,093 |
|
SIGMA INVESTMENT COUNSELORS INC |
147 |
- |
2024-03-31 |
22,061 |
$362,000 |
1,080 |
|
Kohmann Bosshard Financial Services LLC |
140 |
- |
2024-03-31 |
21,020 |
$345,000 |
8,476 |
|
Sterling Financial Group Inc. |
52 |
- |
2024-03-31 |
18,072 |
$296,000 |
286 |
|
Integrated Wealth Concepts LLC |
1345 |
- |
2024-03-31 |
16,830 |
$276,000 |
4,041 |
|
FTB Advisors Inc. |
459 |
- |
2024-03-31 |
15,551 |
$255,000 |
11,225 |
|
Cetera Investment Advisers |
1603 |
- |
2024-03-31 |
13,411 |
$220,000 |
2,944 |
|
H D Vest Advisory Services |
1502 |
- |
2024-03-31 |
12,949 |
$212,000 |
12,949 |
|
HIGHTOWER ADVISORS, LLC |
2907 |
- |
2024-03-31 |
12,518 |
$207,000 |
400 |
|
Capital Analysts Inc. |
449 |
- |
2024-03-31 |
11,675 |
$191,000 |
54 |
|
Davis Capital Management |
75 |
- |
2024-03-31 |
11,485 |
$187,000 |
4,452 |
|
First Command Advisory Services Inc. |
156 |
- |
2024-03-31 |
10,977 |
$180,000 |
3,324 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
978 |
- |
2024-03-31 |
9,207 |
$151,000 |
705 |
|
First Command Bank |
171 |
- |
2023-06-30 |
7,608 |
$123,000 |
99 |
|
First Command Financial Services Inc. |
171 |
- |
2023-06-30 |
7,608 |
$123,000 |
99 |
|
US BANCORP |
2350 |
- |
2024-03-31 |
6,239 |
$102,000 |
2,452 |
|
COLONIAL ASSET MANAGEMENT, INC. |
356 |
- |
2024-03-31 |
2,350 |
$39,000 |
700 |
|
PROEQUITIES INC. |
1399 |
- |
2024-03-31 |
1,681 |
$28,000 |
1,681 |
|
West Branch Capital LLC |
234 |
- |
2024-03-31 |
1,060 |
$17,000 |
7 |
|
Householder Group Estate & Retirement Specialist L |
1016 |
- |
2024-03-31 |
212 |
$3,000 |
2 |
|
|
77 Records found
|
1
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