| |
Institutional
Holders
Total
Institutions:
 |
67  9 |
|
|
Total
shares held :
|
2,815,158 |
|
|
% of shares
held :
|
3.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
|
Amount
of shares held :
|
591,368 |
|
|
% of shares
held change :
|
0.66% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Key Financial Inc |
16 |
- |
2024-03-31 |
245,951 |
$5,818,000 |
44,240 |
|
| MORGAN STANLEY |
3777 |
- |
2024-03-31 |
226,928 |
$5,368,000 |
11,877 |
|
| WELLS FARGO & CO/MN |
1922 |
- |
2024-03-31 |
224,482 |
$5,310,000 |
61,316 |
|
| LPL FINANCIAL CORP |
1804 |
- |
2024-03-31 |
202,685 |
$4,795,000 |
24,274 |
|
| INVESCO LTD |
2345 |
- |
2024-03-31 |
150,088 |
$3,550,000 |
16,937 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1410 |
- |
2024-03-31 |
142,818 |
$3,378,000 |
9,627 |
|
| Goss Wealth Management LLC |
575 |
- |
2024-03-31 |
116,263 |
$2,750,000 |
2,165 |
|
| BANK OF AMERICA CORP /DE/ |
3420 |
- |
2024-03-31 |
115,493 |
$2,732,000 |
34,847 |
|
| Union Bankshares Corp |
95 |
- |
2024-03-31 |
112,611 |
$2,664,000 |
8,606 |
|
| RAYMOND JAMES & ASSOCIATES |
1998 |
- |
2024-03-31 |
107,597 |
$2,545,000 |
1,822 |
|
| UBS Group AG |
2817 |
- |
2024-03-31 |
100,544 |
$2,378,000 |
8,144 |
|
| COLONY GROUP, LLC |
495 |
- |
2024-03-31 |
80,240 |
$1,898,000 |
26,613 |
|
| Asset Dedication LLC |
121 |
- |
2024-03-31 |
69,092 |
$1,637,000 |
11,182 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2811 |
- |
2024-03-31 |
56,271 |
$1,331,000 |
6,656 |
|
| Fortress Wealth Management Inc. |
33 |
- |
2024-03-31 |
50,569 |
$1,196,000 |
335 |
|
| PRECEDENT WEALTH PARTNERS LLC |
43 |
- |
2024-03-31 |
48,637 |
$1,151,000 |
10,021 |
|
| Astoria Portfolio Advisors LLC. |
49 |
- |
2024-03-31 |
43,050 |
$1,011,000 |
176 |
|
| Equitable Holdings Inc. |
631 |
- |
2024-03-31 |
40,485 |
$958,000 |
19,230 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
305 |
- |
2024-03-31 |
38,917 |
$921,000 |
7,768 |
|
| Integrated Wealth Concepts LLC |
807 |
- |
2024-03-31 |
37,371 |
$884,000 |
22,109 |
|
| COLONY GROUP LLC |
468 |
- |
2023-09-30 |
34,133 |
$781,000 |
401 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2276 |
- |
2024-03-31 |
28,732 |
$680,000 |
15,335 |
|
| Paulson Wealth Management Inc. |
60 |
- |
2024-03-31 |
28,339 |
$670,000 |
2,414 |
|
| MML INVESTORS SERVICES LLC |
1731 |
- |
2024-03-31 |
23,634 |
$559,000 |
1,978 |
|
| Krilogy Financial LLC |
184 |
- |
2024-03-31 |
22,934 |
$543,000 |
5,909 |
|
| TLWM |
62 |
- |
2024-03-31 |
21,840 |
$517,000 |
813 |
|
| Private Advisor Group LLC |
1582 |
- |
2024-03-31 |
18,903 |
$447,000 |
3,890 |
|
| HIGHTOWER ADVISORS, LLC |
2341 |
- |
2024-03-31 |
18,075 |
$429,000 |
1,250 |
|
| ROYAL BANK OF CANADA |
3615 |
- |
2024-03-31 |
16,670 |
$394,000 |
5,445 |
|
| Addison Advisors LLC |
124 |
- |
2024-03-31 |
15,250 |
$361,000 |
3,755 |
|
| Beacon Pointe Advisors LLC |
1057 |
- |
2024-03-31 |
14,102 |
$334,000 |
422 |
|
| STIFEL FINANCIAL CORP |
2875 |
- |
2024-03-31 |
13,294 |
$314,000 |
187 |
|
| Bill Few Associates Inc. |
126 |
- |
2024-03-31 |
12,859 |
$304,000 |
1,680 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1430 |
- |
2024-03-31 |
11,681 |
$276,000 |
7,702 |
|
| DENVER WEALTH MANAGEMENT INC. |
73 |
- |
2024-03-31 |
11,031 |
$261,000 |
297 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2812 |
- |
2024-03-31 |
10,852 |
$257,000 |
45 |
|
| Foundry Financial Group Inc. |
44 |
- |
2024-03-31 |
10,544 |
$249,000 |
1,184 |
|
| WEBSTER BANK |
320 |
- |
2024-03-31 |
2,525 |
$60,000 |
840 |
|
| COMERICA BANK |
2965 |
- |
2024-03-31 |
996 |
$24,000 |
300 |
|
|
39 Records found
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1
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