|
Institutional
Holders
Total
Institutions:
|
90 9 |
|
Total
shares held :
|
5,120,084 |
|
% of shares
held :
|
42.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
961,401 |
|
% of shares
held change :
|
8.05% |
|
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 |
SPC FINANCIAL, INC. |
3 |
- |
2024-03-31 |
852,867 |
$62,097,000 |
47,562 |
|
BANK OF AMERICA CORP /DE/ |
1485 |
- |
2024-03-31 |
501,368 |
$36,505,000 |
351,275 |
|
MORGAN STANLEY |
2125 |
- |
2024-03-31 |
461,461 |
$33,599,000 |
6,179 |
|
CKW FINANCIAL GROUP |
6 |
- |
2024-03-31 |
457,687 |
$33,137,000 |
32,013 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
663 |
- |
2024-03-31 |
186,404 |
$13,572,000 |
18,042 |
|
ENVESTNET ASSET MANAGEMENT INC |
1451 |
- |
2024-03-31 |
154,813 |
$11,272,000 |
16,048 |
|
IFP Advisors Inc |
38 |
- |
2023-12-31 |
160,921 |
$10,791,000 |
8,878 |
|
Aptus Capital Advisors LLC |
95 |
- |
2024-03-31 |
132,411 |
$9,641,000 |
43,975 |
|
Sierra Capital LLC |
11 |
- |
2024-03-31 |
109,615 |
$7,981,000 |
60,808 |
|
Integrated Wealth Concepts LLC |
212 |
- |
2024-03-31 |
98,054 |
$7,140,000 |
82,970 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
19 |
- |
2024-03-31 |
94,065 |
$6,849,000 |
5,629 |
|
LPL FINANCIAL CORP |
1573 |
- |
2024-03-31 |
91,959 |
$6,696,000 |
5,123 |
|
ROYAL BANK OF CANADA |
1774 |
- |
2024-03-31 |
84,980 |
$6,188,000 |
52,154 |
|
WELLS FARGO & CO/MN |
1852 |
- |
2024-03-31 |
82,329 |
$5,994,000 |
18,775 |
|
FIRST HAWAIIAN BANK |
149 |
- |
2024-03-31 |
43,159 |
$3,142,000 |
982 |
|
Gladstone Institutional Advisory LLC |
169 |
- |
2024-03-31 |
39,898 |
$2,905,000 |
345 |
|
HIGHTOWER ADVISORS, LLC |
1252 |
- |
2024-03-31 |
37,069 |
$2,699,000 |
578 |
|
Perigon Wealth Management LLC |
233 |
- |
2024-03-31 |
31,734 |
$2,311,000 |
6,678 |
|
UBS Group AG |
2904 |
- |
2024-03-31 |
29,451 |
$2,144,000 |
8,721 |
|
Abbrea Capital LLC |
89 |
- |
2024-03-31 |
23,225 |
$1,691,000 |
1,075 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
170 |
- |
2024-03-31 |
22,650 |
$1,649,000 |
1,873 |
|
CWM LLC |
704 |
- |
2024-03-31 |
20,028 |
$1,458,000 |
5,180 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2024 |
- |
2024-03-31 |
18,456 |
$1,344,000 |
6,505 |
|
MERCER GLOBAL ADVISORS INC /ADV |
882 |
- |
2024-03-31 |
16,698 |
$1,216,000 |
2,598 |
|
SageView Advisory Group LLC |
194 |
- |
2024-03-31 |
9,828 |
$1,020,000 |
2,132 |
|
RAYMOND JAMES & ASSOCIATES |
2564 |
- |
2024-03-31 |
13,886 |
$1,011,000 |
2,412 |
|
Princeton Global Asset Management LLC |
81 |
- |
2024-03-31 |
12,717 |
$926,000 |
971 |
|
Asio Capital LLC |
78 |
- |
2024-03-31 |
12,021 |
$875,000 |
506 |
|
PARAGON CAPITAL MANAGEMENT LLC |
32 |
- |
2024-03-31 |
8,475 |
$617,000 |
1,662 |
|
Fort Point Capital Partners LLC |
187 |
- |
2024-03-31 |
7,059 |
$514,000 |
3 |
|
Belpointe Asset Management LLC |
439 |
- |
2024-03-31 |
6,730 |
$490,000 |
2 |
|
EPG Wealth Management LLC |
174 |
- |
2024-03-31 |
6,417 |
$467,000 |
8 |
|
PRIVATE WEALTH PARTNERS LLC |
118 |
- |
2024-03-31 |
5,750 |
$419,000 |
500 |
|
STERNECK CAPITAL MANAGEMENT, LLC |
66 |
- |
2024-03-31 |
4,825 |
$351,000 |
475 |
|
BURNS WEALTH MANAGEMENT, INC. |
421 |
- |
2024-03-31 |
4,354 |
$317,000 |
284 |
|
VIRTU FINANCIAL LLC |
596 |
- |
2024-03-31 |
4,343 |
$316,000 |
4,343 |
|
BARNETT & COMPANY, INC. |
74 |
- |
2024-03-31 |
3,679 |
$268,000 |
7 |
|
TOWER RESEARCH CAPITAL LLC |
1431 |
- |
2024-03-31 |
2,642 |
$192,000 |
2,547 |
|
FMR LLC |
2927 |
- |
2024-03-31 |
2,329 |
$170,000 |
50 |
|
M&R CAPITAL MANAGEMENT INC |
222 |
- |
2024-03-31 |
787 |
$57,000 |
335 |
|
Farmers & Merchants Trust Co of Chambersburg PA |
370 |
- |
2024-03-31 |
50 |
$4,000 |
50 |
|
|
41 Records found
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