| |
Institutional
Holders
Total
Institutions:
 |
151  5 |
|
|
Total
shares held :
|
5,706,366 |
|
|
% of shares
held :
|
6.34% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-319,762 |
|
|
% of shares
held change :
|
-0.36% |
|
| 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 |
  Advisor Group Holdings Inc. |
872 |
- |
2024-03-31 |
230,039 |
$6,651,000 |
34,695 |
|
| BANK OF AMERICA CORP /DE/ |
2813 |
- |
2024-03-31 |
214,342 |
$6,197,000 |
69,442 |
|
| WELLS FARGO & CO/MN |
1873 |
- |
2024-03-31 |
203,043 |
$5,870,000 |
101,588 |
|
| Trilogy Capital Inc. |
67 |
- |
2024-03-31 |
176,091 |
$5,091,000 |
66,075 |
|
| Gerber Kawasaki Wealth & Investment Management |
72 |
- |
2024-03-31 |
145,666 |
$4,211,000 |
10,487 |
|
| AMERIPRISE FINANCIAL INC |
2397 |
- |
2024-03-31 |
144,306 |
$4,172,000 |
20,587 |
|
| Brookstone Capital Management |
281 |
- |
2024-03-31 |
112,508 |
$3,253,000 |
62,396 |
|
| ESSEX FINANCIAL SERVICES INC |
97 |
- |
2024-03-31 |
82,813 |
$2,394,000 |
5,492 |
|
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1423 |
- |
2024-03-31 |
42,395 |
$1,226,000 |
3,000 |
|
| Wealthfront Advisers LLC |
584 |
- |
2024-03-31 |
41,061 |
$1,187,000 |
7,608 |
|
| WealthCare Investment Partners LLC |
45 |
- |
2024-03-31 |
40,935 |
$1,183,000 |
2,916 |
|
| Lido Advisors LLC |
539 |
- |
2024-03-31 |
38,636 |
$1,117,000 |
94 |
|
| BB&T CORP |
1547 |
- |
2024-03-31 |
37,759 |
$1,092,000 |
2,042 |
|
| Claybrook Capital LLC |
59 |
- |
2023-09-30 |
38,480 |
$948,000 |
59 |
|
| IHT Wealth Management LLC |
480 |
- |
2024-03-31 |
28,298 |
$818,000 |
16,059 |
|
| Cornerstone Wealth Management LLC |
253 |
- |
2024-03-31 |
24,902 |
$720,000 |
1,599 |
|
| WEDBUSH MORGAN SECURITIES INC |
519 |
- |
2024-03-31 |
23,960 |
$693,000 |
1,608 |
|
| WAYNE HUMMER INVESTMENTS L.L.C. |
247 |
- |
2024-03-31 |
22,350 |
$646,000 |
5,650 |
|
| STIFEL FINANCIAL CORP |
2525 |
- |
2024-03-31 |
19,510 |
$564,000 |
10,098 |
|
| Mystic Asset Management Inc. |
107 |
- |
2024-03-31 |
17,485 |
$505,000 |
950 |
|
| Rockefeller Capital Management L.P. |
1494 |
- |
2024-03-31 |
15,651 |
$452,000 |
3,381 |
|
| MULTIFINANCIAL SECURITIES CORP |
1693 |
- |
2024-03-31 |
14,775 |
$427,000 |
1,748 |
|
| Kestra Advisory Services LLC |
1753 |
- |
2024-03-31 |
14,719 |
$426,000 |
640 |
|
| HIGHTOWER ADVISORS, LLC |
2369 |
- |
2024-03-31 |
14,423 |
$415,000 |
1,142 |
|
| Steward Partners Investment Advisory LLC |
1170 |
- |
2024-03-31 |
12,811 |
$370,000 |
530 |
|
| Ellis Investment Partners LLC |
187 |
- |
2024-03-31 |
9,472 |
$274,000 |
89 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
921 |
- |
2024-03-31 |
9,296 |
$269,000 |
36 |
|
| CENTAURUS FINANCIAL INC. |
568 |
- |
2024-03-31 |
8,385 |
$242,000 |
1,389 |
|
| Banque Cantonale Vaudoise |
556 |
- |
2024-03-31 |
7,720 |
$224,000 |
3,000 |
|
| Roble Belko & Company Inc |
119 |
- |
2024-03-31 |
4,711 |
$136,000 |
963 |
|
| FMR LLC |
3119 |
- |
2024-03-31 |
3,495 |
$101,000 |
3,456 |
|
| Main Management LLC |
87 |
- |
2024-03-31 |
2,500 |
$72,000 |
2,500 |
|
| Coastal Investment Advisors Inc. |
539 |
- |
2024-03-31 |
2,016 |
$58,000 |
2,016 |
|
| BANK OF MONTREAL /CAN/ |
2990 |
- |
2024-03-31 |
1,975 |
$57,000 |
1,512 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2979 |
- |
2024-03-31 |
1,800 |
$52,000 |
500 |
|
| Tidemark LLC |
245 |
- |
2024-03-31 |
1,520 |
$44,000 |
2 |
|
| HARBOUR INVESTMENTS INC. |
1580 |
- |
2023-12-31 |
1,370 |
$37,000 |
12 |
|
| Investment Research & Advisory Group Inc. |
106 |
- |
2024-03-31 |
1,200 |
$35,000 |
11 |
|
| Winch Advisory Services LLC |
187 |
- |
2024-03-31 |
969 |
$28,000 |
2 |
|
| Aptus Capital Advisors LLC |
951 |
- |
2024-03-31 |
691 |
$20,000 |
210 |
|
| Qube Research & Technologies Ltd |
3184 |
- |
2024-03-31 |
641 |
$19,000 |
445 |
|
| ICA Group Wealth Management LLC |
1118 |
- |
2024-03-31 |
100 |
$3,000 |
40 |
|
|
42 Records found
|
1
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