|
Institutional
Holders
Total
Institutions:
|
92 10 |
|
Total
shares held :
|
5,546,917 |
|
% of shares
held :
|
61.63% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
441,145 |
|
% of shares
held change :
|
4.9% |
|
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 |
WELLS FARGO & CO/MN |
1375 |
- |
2024-03-31 |
531,434 |
$12,935,000 |
132,416 |
|
MORGAN STANLEY |
3188 |
- |
2024-03-31 |
473,887 |
$11,534,000 |
28,188 |
|
JANE STREET GROUP LLC |
833 |
- |
2024-03-31 |
392,813 |
$9,561,000 |
352,986 |
|
CWM LLC |
324 |
- |
2024-03-31 |
333,556 |
$8,119,000 |
3,421 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
947 |
- |
2024-03-31 |
294,498 |
$7,168,000 |
3,458 |
|
BANK OF AMERICA CORP /DE/ |
2763 |
- |
2024-03-31 |
276,233 |
$6,724,000 |
15,984 |
|
INVESCO LTD |
2176 |
- |
2024-03-31 |
207,451 |
$5,049,000 |
24,437 |
|
OneAscent Financial Services LLC |
36 |
- |
2024-03-31 |
195,040 |
$4,747,000 |
14,311 |
|
Integrated Wealth Concepts LLC |
312 |
- |
2024-03-31 |
160,948 |
$3,918,000 |
27,226 |
|
RAYMOND JAMES & ASSOCIATES |
1812 |
- |
2024-03-31 |
141,336 |
$3,440,000 |
1,980 |
|
ENVESTNET ASSET MANAGEMENT INC |
2239 |
- |
2024-03-31 |
136,766 |
$3,329,000 |
19,395 |
|
Advisor Group Holdings Inc. |
1393 |
- |
2024-03-31 |
123,916 |
$3,016,000 |
2,988 |
|
Goss Wealth Management LLC |
557 |
- |
2024-03-31 |
118,058 |
$2,874,000 |
2,223 |
|
Union Bankshares Corp |
93 |
- |
2024-03-31 |
112,187 |
$2,731,000 |
8,347 |
|
Asset Dedication LLC |
99 |
- |
2024-03-31 |
94,503 |
$2,302,000 |
8,791 |
|
COLONY GROUP, LLC |
483 |
- |
2024-03-31 |
82,229 |
$2,001,000 |
30,385 |
|
PNC FINANCIAL SERVICES GROUP INC |
950 |
- |
2024-03-31 |
72,002 |
$1,753,000 |
12,650 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
873 |
- |
2024-03-31 |
61,047 |
$1,486,000 |
7,332 |
|
MARINER WEALTH ADVISORS, LLC |
1366 |
- |
2024-03-31 |
50,812 |
$1,237,000 |
4,161 |
|
Private Advisor Group LLC |
1085 |
- |
2024-03-31 |
48,163 |
$1,172,000 |
2,904 |
|
Lido Advisors LLC |
536 |
- |
2024-03-31 |
46,486 |
$1,131,000 |
13,160 |
|
PRECEDENT WEALTH PARTNERS LLC |
50 |
- |
2024-03-31 |
44,964 |
$1,094,000 |
10,619 |
|
MML INVESTORS SERVICES LLC |
1387 |
- |
2024-03-31 |
43,934 |
$1,069,000 |
6,922 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
311 |
- |
2024-03-31 |
36,946 |
$899,000 |
6,942 |
|
Astoria Portfolio Advisors LLC. |
55 |
- |
2024-03-31 |
36,346 |
$883,000 |
549 |
|
AA Financial Advisors LLC |
71 |
- |
2024-03-31 |
35,375 |
$861,000 |
7,500 |
|
WESPAC ADVISORS, LLC |
73 |
- |
2024-03-31 |
34,656 |
$844,000 |
9,144 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2161 |
- |
2024-03-31 |
34,132 |
$831,000 |
13,842 |
|
COLONY GROUP LLC |
460 |
- |
2023-09-30 |
34,089 |
$818,000 |
389 |
|
OLD SECOND NATIONAL BANK OF AURORA |
84 |
- |
2024-03-31 |
33,176 |
$808,000 |
2,044 |
|
Paulson Wealth Management Inc. |
58 |
- |
2024-03-31 |
28,993 |
$706,000 |
1,762 |
|
Beacon Pointe Advisors LLC |
804 |
- |
2024-03-31 |
26,999 |
$657,000 |
2,453 |
|
Secure Asset Management LLC |
120 |
- |
2024-03-31 |
25,103 |
$611,000 |
1,682 |
|
S.C. Financial Services Inc. |
34 |
- |
2022-12-31 |
23,330 |
$567,000 |
7,537 |
|
TLWM |
60 |
- |
2024-03-31 |
22,769 |
$554,000 |
814 |
|
WEBSTER BANK |
156 |
- |
2024-03-31 |
22,355 |
$544,000 |
2,455 |
|
SENTINEL PENSION ADVISORS INC |
63 |
- |
2024-03-31 |
21,829 |
$531,000 |
5,825 |
|
ROYAL BANK OF CANADA |
3460 |
- |
2024-03-31 |
20,442 |
$498,000 |
6,011 |
|
STIFEL FINANCIAL CORP |
2687 |
- |
2024-03-31 |
17,707 |
$431,000 |
219 |
|
We Are One Seven LLC |
659 |
- |
2024-03-31 |
15,039 |
$366,000 |
450 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
264 |
- |
2024-03-31 |
14,591 |
$355,000 |
5,827 |
|
Addison Advisors LLC |
173 |
- |
2024-03-31 |
9,100 |
$221,000 |
850 |
|
ADVISORY SERVICES NETWORK, LLC |
1294 |
- |
2024-03-31 |
8,847 |
$215,000 |
442 |
|
HARBOUR INVESTMENTS INC. |
1444 |
- |
2023-12-31 |
2,077 |
$51,000 |
12 |
|
|
44 Records found
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1
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