|
Institutional
Holders
Total
Institutions:
|
42 10 |
|
Total
shares held :
|
2,043,740 |
|
% of shares
held :
|
22.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
208,858 |
|
% of shares
held change :
|
2.32% |
|
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 |
1698 |
- |
2024-03-31 |
351,174 |
$7,768,000 |
49,753 |
|
LPL FINANCIAL CORP |
1774 |
- |
2024-03-31 |
224,517 |
$4,966,000 |
72,774 |
|
Envision Financial Planning LLC |
8 |
- |
2024-03-31 |
177,185 |
$3,919,000 |
14,232 |
|
JANE STREET GROUP LLC |
1841 |
- |
2024-03-31 |
126,647 |
$2,801,000 |
96,374 |
|
INVESCO LTD |
2479 |
- |
2024-03-31 |
110,517 |
$2,445,000 |
12,417 |
|
BANK OF AMERICA CORP /DE/ |
3511 |
- |
2024-03-31 |
106,114 |
$2,347,000 |
39,743 |
|
Key Financial Inc |
43 |
- |
2024-03-31 |
85,300 |
$1,887,000 |
775 |
|
Union Bankshares Corp |
138 |
- |
2024-03-31 |
70,974 |
$1,570,000 |
4,434 |
|
Kestra Advisory Services LLC |
1010 |
- |
2024-03-31 |
66,531 |
$1,472,000 |
16,279 |
|
PRECEDENT WEALTH PARTNERS LLC |
48 |
- |
2024-03-31 |
50,005 |
$1,106,000 |
12,169 |
|
MORGAN STANLEY |
4868 |
- |
2024-03-31 |
39,848 |
$881,000 |
21,475 |
|
ENVESTNET ASSET MANAGEMENT INC |
3133 |
- |
2024-03-31 |
37,250 |
$824,000 |
3,728 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2550 |
- |
2024-03-31 |
29,929 |
$662,000 |
2,408 |
|
CAPTRUST FINANCIAL ADVISORS |
1368 |
- |
2024-03-31 |
28,034 |
$620,000 |
4,903 |
|
RAYMOND JAMES & ASSOCIATES |
2961 |
- |
2024-03-31 |
25,361 |
$561,000 |
4,920 |
|
Addison Advisors LLC |
89 |
- |
2024-03-31 |
24,525 |
$542,000 |
8,870 |
|
TLWM |
61 |
- |
2024-03-31 |
24,222 |
$536,000 |
1,108 |
|
Asset Dedication LLC |
221 |
- |
2024-03-31 |
22,760 |
$504,000 |
3,084 |
|
Integrated Wealth Concepts LLC |
1200 |
- |
2024-03-31 |
16,407 |
$363,000 |
1,140 |
|
Beacon Pointe Advisors LLC |
1069 |
- |
2024-03-31 |
14,640 |
$324,000 |
1,113 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
258 |
- |
2024-03-31 |
14,073 |
$311,000 |
12 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
720 |
- |
2024-03-31 |
8,667 |
$192,000 |
3,235 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1584 |
- |
2024-03-31 |
7,995 |
$177,000 |
209 |
|
UBS Group AG |
5034 |
- |
2024-03-31 |
4,611 |
$102,000 |
225 |
|
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24 Records found
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1
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Page 1 of 1 |
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