|
Institutional
Holders
Total
Institutions:
|
75 6 |
|
Total
shares held :
|
4,899,035 |
|
% of shares
held :
|
6.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-351,715 |
|
% of shares
held change :
|
-0.5% |
|
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 |
Sound Income Strategies LLC |
9 |
- |
2024-03-31 |
956,763 |
$35,840,000 |
17,622 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
195 |
- |
2024-03-31 |
633,424 |
$23,728,000 |
70,242 |
|
ENVESTNET ASSET MANAGEMENT INC |
1215 |
- |
2024-03-31 |
440,656 |
$16,507,000 |
14,306 |
|
GATEWAY ADVISORY, LLC |
7 |
- |
2024-03-31 |
298,930 |
$11,198,000 |
14,763 |
|
WELLS FARGO & CO/MN |
1579 |
- |
2024-03-31 |
249,418 |
$9,343,000 |
178,756 |
|
Vontobel Holding Ltd. |
224 |
- |
2024-03-31 |
219,672 |
$8,229,000 |
4,693 |
|
UBS Group AG |
1837 |
- |
2024-03-31 |
195,011 |
$7,305,000 |
5,367 |
|
MORGAN STANLEY |
3682 |
- |
2024-03-31 |
162,963 |
$6,105,000 |
24,256 |
|
BANK OF AMERICA CORP /DE/ |
2850 |
- |
2024-03-31 |
155,506 |
$5,825,000 |
935 |
|
Betterment LLC |
122 |
- |
2024-03-31 |
85,126 |
$3,189,000 |
22,474 |
|
Resources Investment Advisors Inc. |
255 |
- |
2024-03-31 |
83,292 |
$3,120,000 |
24,403 |
|
Toroso Investments LLC |
386 |
- |
2024-03-31 |
74,389 |
$2,787,000 |
11,589 |
|
AMERIPRISE FINANCIAL INC |
2632 |
- |
2024-03-31 |
73,264 |
$2,744,000 |
11,848 |
|
BB&T CORP |
1143 |
- |
2024-03-31 |
71,349 |
$2,673,000 |
1,857 |
|
Apollon Wealth Management LLC |
291 |
- |
2024-03-31 |
53,079 |
$1,988,000 |
2,874 |
|
GUGGENHEIM CAPITAL LLC |
1027 |
- |
2024-03-31 |
38,303 |
$1,435,000 |
234 |
|
BANK OF NEW YORK MELLON CORP |
2943 |
- |
2024-03-31 |
38,174 |
$1,430,000 |
2,335 |
|
Cetera Investment Advisers |
761 |
- |
2024-03-31 |
36,744 |
$1,376,000 |
565 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1537 |
- |
2024-03-31 |
34,997 |
$1,311,000 |
1,146 |
|
MARINER WEALTH ADVISORS, LLC |
1430 |
- |
2024-03-31 |
29,664 |
$1,111,000 |
5,606 |
|
Advisory Alpha LLC |
150 |
- |
2024-03-31 |
27,714 |
$1,038,000 |
1,245 |
|
PRUDENTIAL FINANCIAL INC |
1856 |
- |
2024-03-31 |
25,480 |
$954,000 |
1,803 |
|
FINANCIAL NETWORK |
1539 |
- |
2024-03-31 |
23,801 |
$892,000 |
13,491 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2319 |
- |
2024-03-31 |
23,665 |
$887,000 |
142 |
|
PARK AVENUE SECURITIES LLC |
941 |
- |
2024-03-31 |
13,336 |
$500,000 |
284 |
|
COMERICA BANK |
2444 |
- |
2024-03-31 |
3,560 |
$133,000 |
76 |
|
Steward Partners Investment Advisory LLC |
1713 |
- |
2024-03-31 |
2,931 |
$110,000 |
1,606 |
|
ICA Group Wealth Management LLC |
413 |
- |
2024-03-31 |
2,490 |
$93,000 |
133 |
|
Sunbelt Securities Inc. |
738 |
- |
2024-03-31 |
2,277 |
$85,000 |
25 |
|
Goss Wealth Management LLC |
3005 |
- |
2024-03-31 |
200 |
$7,000 |
200 |
|
FMR LLC |
4581 |
- |
2024-03-31 |
37 |
$1,000 |
17 |
|
|
31 Records found
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1
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