|
Institutional
Holders
Total
Institutions:
|
222 6 |
|
Total
shares held :
|
12,225,521 |
|
% of shares
held :
|
10.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
961,913 |
|
% of shares
held change :
|
0.81% |
|
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 |
BANK OF AMERICA CORP /DE/ |
709 |
- |
2024-03-31 |
2,000,155 |
$159,672,000 |
317,558 |
|
ENVESTNET ASSET MANAGEMENT INC |
516 |
- |
2024-03-31 |
956,242 |
$76,337,000 |
731,278 |
|
LPL FINANCIAL CORP |
656 |
- |
2024-03-31 |
464,364 |
$37,070,000 |
231,109 |
|
AMG NATIONAL TRUST BANK |
21 |
- |
2024-03-31 |
449,518 |
$35,885,000 |
33,344 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
48 |
- |
2024-03-31 |
436,479 |
$34,844,000 |
88,034 |
|
Advisory Alpha LLC |
20 |
- |
2024-03-31 |
420,431 |
$33,569,000 |
17,403 |
|
GREENLEAF TRUST |
24 |
- |
2024-03-31 |
388,612 |
$31,023,000 |
93,429 |
|
Prestige Wealth Management Group LLC |
2 |
- |
2024-03-31 |
334,501 |
$26,703,000 |
42,996 |
|
BLACKROCK INC. |
2749 |
- |
2024-03-31 |
333,545 |
$26,627,000 |
275,734 |
|
Tradewinds Capital Management LLC |
7 |
- |
2024-03-31 |
231,848 |
$18,508,000 |
227,656 |
|
MORGAN STANLEY |
2775 |
- |
2024-03-31 |
229,028 |
$18,283,000 |
108,887 |
|
AMERIPRISE FINANCIAL INC |
1341 |
- |
2024-03-31 |
228,605 |
$18,241,000 |
30,073 |
|
CWM LLC |
215 |
- |
2024-03-31 |
214,159 |
$17,096,000 |
152,049 |
|
Cetera Investment Advisers |
616 |
- |
2024-03-31 |
143,572 |
$11,461,000 |
112,956 |
|
Cornerstone Planning Group LLC |
9 |
- |
2024-03-31 |
146,706 |
$11,424,000 |
4,911 |
|
Adams Wealth Management |
7 |
- |
2024-03-31 |
142,864 |
$11,405,000 |
18,792 |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT |
53 |
- |
2024-03-31 |
141,883 |
$11,327,000 |
4,722 |
|
J P MORGAN CHASE & CO |
2001 |
- |
2024-03-31 |
136,565 |
$10,902,000 |
115,504 |
|
AIRE ADVISORS LLC |
15 |
- |
2024-03-31 |
124,587 |
$9,959,000 |
613 |
|
360 Financial Inc. |
11 |
- |
2024-03-31 |
119,193 |
$9,515,000 |
23,863 |
|
Envestnet Portfolio Solutions Inc. |
247 |
- |
2024-03-31 |
114,194 |
$9,116,000 |
97,379 |
|
STIFEL FINANCIAL CORP |
922 |
- |
2024-03-31 |
93,578 |
$7,470,000 |
15,739 |
|
MML INVESTORS SERVICES LLC |
500 |
- |
2024-03-31 |
92,601 |
$7,392,000 |
33,005 |
|
GUGGENHEIM CAPITAL LLC |
419 |
- |
2024-03-31 |
90,328 |
$7,211,000 |
2,161 |
|
RAYMOND JAMES & ASSOCIATES |
1368 |
- |
2024-03-31 |
85,459 |
$6,822,000 |
1,837 |
|
ROYAL BANK OF CANADA |
1721 |
- |
2024-03-31 |
84,852 |
$6,773,000 |
14,126 |
|
Hilltop Partners LLC |
12 |
- |
2024-03-31 |
80,643 |
$6,438,000 |
77,406 |
|
Kades & Cheifetz LLC |
8 |
- |
2024-03-31 |
61,353 |
$4,898,000 |
1,014 |
|
FINANCIAL NETWORK |
650 |
- |
2024-03-31 |
58,851 |
$4,698,000 |
17,817 |
|
HIGHTOWER ADVISORS, LLC |
1011 |
- |
2024-03-31 |
54,709 |
$4,354,000 |
809 |
|
Equitable Holdings Inc. |
269 |
- |
2024-03-31 |
53,960 |
$4,308,000 |
4,771 |
|
Florin Court Capital LLP |
11 |
- |
2024-03-31 |
53,311 |
$4,256,000 |
14,711 |
|
Aveo Capital Partners LLC |
64 |
- |
2024-03-31 |
51,731 |
$4,028,000 |
905 |
|
Baron Financial Group LLC |
16 |
- |
2024-03-31 |
50,015 |
$3,993,000 |
475 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
312 |
- |
2024-03-31 |
49,323 |
$3,937,000 |
41,919 |
|
PARK AVENUE SECURITIES LLC |
242 |
- |
2024-03-31 |
48,318 |
$3,857,000 |
43,764 |
|
WETZEL INVESTMENT ADVISORS INC. |
9 |
- |
2024-03-31 |
47,277 |
$3,617,000 |
1,182 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
935 |
- |
2024-03-31 |
44,613 |
$3,561,000 |
12,900 |
|
CAPITAL WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
40,628 |
$3,243,000 |
4,504 |
|
HORIZON FINANCIAL SERVICES LLC |
15 |
- |
2024-03-31 |
40,051 |
$3,197,000 |
906 |
|
Retireful LLC |
21 |
- |
2024-03-31 |
38,878 |
$3,104,000 |
34,419 |
|
BB&T CORP |
1087 |
- |
2024-03-31 |
37,767 |
$3,015,000 |
14,151 |
|
LPWM LLC |
21 |
- |
2024-03-31 |
35,575 |
$2,793,000 |
82 |
|
MULTIFINANCIAL SECURITIES CORP |
699 |
- |
2024-03-31 |
32,695 |
$2,610,000 |
21,714 |
|
Dynamic Advisors Solutions LLC |
266 |
- |
2024-03-31 |
31,685 |
$2,529,000 |
2,178 |
|
JANNEY MONTGOMERY SCOTT LLC |
1039 |
- |
2024-03-31 |
31,617 |
$2,524,000 |
28,618 |
|
OPPENHEIMER & CO INC |
509 |
- |
2024-03-31 |
25,551 |
$2,040,000 |
827 |
|
Csenge Advisory Group |
146 |
- |
2024-03-31 |
24,899 |
$1,988,000 |
623 |
|
Atria Wealth Solutions Inc. |
639 |
- |
2024-03-31 |
24,712 |
$1,973,000 |
4,545 |
|
Toroso Investments LLC |
546 |
- |
2024-03-31 |
23,610 |
$1,885,000 |
4,644 |
|
Schonfeld Strategic Advisors LLC |
865 |
- |
2024-03-31 |
22,980 |
$1,834,000 |
1,222 |
|
ATRIA INVESTMENTS LLC |
696 |
- |
2024-03-31 |
22,800 |
$1,820,000 |
5,980 |
|
Goss Wealth Management LLC |
725 |
- |
2024-03-31 |
22,762 |
$1,817,000 |
5,708 |
|
Ascent Group LLC |
209 |
- |
2024-03-31 |
21,243 |
$1,696,000 |
1,529 |
|
Baldrige Asset Management LLC |
39 |
- |
2023-03-31 |
20,489 |
$1,488,000 |
267 |
|
MARINER WEALTH ADVISORS, LLC |
1264 |
- |
2024-03-31 |
18,440 |
$1,472,000 |
1,045 |
|
Palogic Value Management L.P. |
58 |
- |
2024-03-31 |
16,865 |
$1,346,000 |
2,597 |
|
US BANCORP |
1069 |
- |
2024-03-31 |
13,807 |
$1,102,000 |
12,468 |
|
Outlook Wealth Advisors LLC |
67 |
- |
2024-03-31 |
12,408 |
$991,000 |
621 |
|
Capital Advisory Group Advisory Services LLC |
57 |
- |
2024-03-31 |
12,316 |
$983,000 |
281 |
|
Global Financial Private Client LLC |
67 |
- |
2024-03-31 |
11,968 |
$953,000 |
3,698 |
|
Archer Investment Corp |
76 |
- |
2024-03-31 |
11,688 |
$933,000 |
575 |
|
Anfield Capital Management LLC |
52 |
- |
2024-03-31 |
11,516 |
$919,000 |
1,680 |
|
COMERICA BANK |
1594 |
- |
2024-03-31 |
11,180 |
$892,000 |
8,847 |
|
OneAscent Financial Services LLC |
138 |
- |
2024-03-31 |
10,611 |
$847,000 |
295 |
|
J.W. COLE ADVISORS INC. |
379 |
- |
2024-03-31 |
10,304 |
$823,000 |
1,702 |
|
Spire Wealth Management |
415 |
- |
2024-03-31 |
10,256 |
$819,000 |
2,976 |
|
Centurion Wealth Management LLC |
62 |
- |
2024-03-31 |
9,938 |
$793,000 |
2,706 |
|
Richard W. Paul & Associates LLC |
87 |
- |
2024-03-31 |
9,734 |
$777,000 |
112 |
|
WINDSOR CAPITAL MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
9,691 |
$774,000 |
147 |
|
Kestra Advisory Services LLC |
1399 |
- |
2024-03-31 |
9,586 |
$765,000 |
2,209 |
|
ADVISORY SERVICES NETWORK, LLC |
803 |
- |
2024-03-31 |
9,107 |
$727,000 |
849 |
|
Quad-Cities Investment Group LLC |
68 |
- |
2024-03-31 |
8,221 |
$656,000 |
305 |
|
Comprehensive Wealth Management LLC |
17 |
- |
2024-03-31 |
8,074 |
$645,000 |
693 |
|
Millington Financial Advisors LLC |
48 |
- |
2024-03-31 |
7,814 |
$624,000 |
133 |
|
Ronald Blue Trust Inc. |
255 |
- |
2024-03-31 |
7,199 |
$575,000 |
6,733 |
|
FFG RETIREMENT ADVISORS LLC |
42 |
- |
2024-03-31 |
7,014 |
$560,000 |
1,833 |
|
Ridgewood Investments LLC |
110 |
- |
2024-03-31 |
6,893 |
$550,000 |
669 |
|
HANLON INVESTMENT MANAGEMENT, INC. |
85 |
- |
2024-03-31 |
6,540 |
$522,000 |
1,552 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
262 |
- |
2024-03-31 |
6,341 |
$506,000 |
2,860 |
|
FIXED INCOME SECURITIES INC |
905 |
- |
2024-03-31 |
6,267 |
$500,000 |
279 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
187 |
- |
2024-03-31 |
5,966 |
$477,000 |
1,259 |
|
JB Capital LLC |
146 |
- |
2024-03-31 |
5,837 |
$466,000 |
3,261 |
|
Bay Harbor Wealth Management LLC |
39 |
- |
2024-03-31 |
5,606 |
$448,000 |
5,595 |
|
Farther Finance Advisors LLC |
449 |
- |
2024-03-31 |
5,033 |
$401,000 |
4,211 |
|
Acorn Wealth Advisors LLC |
106 |
- |
2024-03-31 |
4,772 |
$381,000 |
67 |
|
OROURKE & COMPANY Inc |
95 |
- |
2024-03-31 |
4,664 |
$372,000 |
156 |
|
Scarborough Advisors LLC |
39 |
- |
2024-03-31 |
4,640 |
$370,000 |
4,505 |
|
Integrated Wealth Concepts LLC |
1190 |
- |
2024-03-31 |
4,585 |
$366,000 |
711 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
549 |
- |
2024-03-31 |
4,347 |
$347,000 |
4,047 |
|
Ignite Planners LLC |
196 |
- |
2024-03-31 |
4,245 |
$338,000 |
177 |
|
Emerald Investment Partners LLC |
224 |
- |
2024-03-31 |
4,214 |
$336,000 |
3,384 |
|
TRUE Private Wealth Advisors |
221 |
- |
2024-03-31 |
4,121 |
$329,000 |
468 |
|
FinTrust Capital Advisors LLC |
213 |
- |
2024-03-31 |
4,080 |
$326,000 |
188 |
|
Wealthfront Advisers LLC |
792 |
- |
2024-03-31 |
4,005 |
$320,000 |
242 |
|
SCOTIA CAPITAL INC. |
695 |
- |
2024-03-31 |
3,577 |
$286,000 |
233 |
|
CLS INVESTMENT FIRM LLC |
1202 |
- |
2022-12-31 |
3,729 |
$259,000 |
542 |
|
PROEQUITIES INC. |
599 |
- |
2024-03-31 |
3,233 |
$258,000 |
3,038 |
|
PRINCIPAL SECURITIES INC. |
914 |
- |
2024-03-31 |
3,193 |
$255,000 |
192 |
|
Front Row Advisors LLC |
110 |
- |
2024-03-31 |
3,180 |
$254,000 |
626 |
|
|
100 Records found
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1
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