|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
2,878,838 |
|
% of shares
held :
|
31.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
Amount
of shares held :
|
237,742 |
|
% of shares
held change :
|
2.64% |
|
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 |
BANCO BILBAO VIZCAYA ARGENTARIA S.A. |
129 |
- |
2024-03-31 |
206,090 |
$12,930,000 |
17,936 |
|
BB&T CORP |
541 |
- |
2024-03-31 |
201,789 |
$12,662,000 |
5,670 |
|
ENVESTNET ASSET MANAGEMENT INC |
1414 |
- |
2024-03-31 |
190,945 |
$11,982,000 |
9,836 |
|
DeDora Capital Inc. |
9 |
- |
2024-03-31 |
158,388 |
$9,939,000 |
25,948 |
|
HANSON INVESTMENT MANAGEMENT |
13 |
- |
2024-03-31 |
118,316 |
$7,424,000 |
25,421 |
|
MODERA WEALTH MANAGEMENT, LLC |
147 |
- |
2024-03-31 |
92,162 |
$5,783,000 |
10,223 |
|
Adviser Investments LLC |
139 |
- |
2024-03-31 |
88,610 |
$5,560,000 |
2,348 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
98 |
- |
2023-03-31 |
75,446 |
$4,730,000 |
2,101 |
|
Goss Wealth Management LLC |
463 |
- |
2024-03-31 |
62,565 |
$3,926,000 |
17,967 |
|
MARINER WEALTH ADVISORS, LLC |
891 |
- |
2024-03-31 |
51,664 |
$3,242,000 |
13,736 |
|
ANDERSON FISHER LLC |
23 |
- |
2024-03-31 |
49,475 |
$3,105,000 |
6,985 |
|
Northland Capital Management LLC |
17 |
- |
2024-03-31 |
38,253 |
$2,400,000 |
2,002 |
|
UBS Group AG |
2838 |
- |
2024-03-31 |
36,992 |
$2,321,000 |
537 |
|
ST GERMAIN D J CO INC |
123 |
- |
2024-03-31 |
34,081 |
$2,139,000 |
3,052 |
|
BetterWealth LLC |
20 |
- |
2024-03-31 |
26,903 |
$1,688,000 |
2,343 |
|
BANK OF AMERICA CORP /DE/ |
3831 |
- |
2024-03-31 |
22,174 |
$1,391,000 |
3,192 |
|
LPL FINANCIAL CORP |
2903 |
- |
2024-03-31 |
20,530 |
$1,288,000 |
1,225 |
|
WealthSpring Partners LLC |
20 |
- |
2023-09-30 |
20,198 |
$1,200,000 |
620 |
|
DHK Financial Advisors Inc. |
38 |
- |
2024-03-31 |
17,329 |
$1,087,000 |
75 |
|
WELLS FARGO & CO/MN |
2953 |
- |
2024-03-31 |
17,281 |
$1,084,000 |
577 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2335 |
- |
2024-03-31 |
13,741 |
$862,000 |
1,142 |
|
ROYAL BANK OF CANADA |
3207 |
- |
2024-03-31 |
11,651 |
$731,000 |
8,066 |
|
SUMMIT INVESTMENT ADVISORS INC |
723 |
- |
2024-03-31 |
10,816 |
$679,000 |
81 |
|
VALLEY NATIONAL ADVISERS INC |
142 |
- |
2024-03-31 |
10,482 |
$657,000 |
1,528 |
|
HANSON MCCLAIN, INC. |
516 |
- |
2024-03-31 |
9,278 |
$582,000 |
33 |
|
MML INVESTORS SERVICES LLC |
1792 |
- |
2024-03-31 |
7,703 |
$483,000 |
1,962 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
98 |
- |
2024-03-31 |
7,275 |
$457,000 |
4,000 |
|
Rehmann Capital Advisory Group |
345 |
- |
2024-03-31 |
7,065 |
$443,000 |
44 |
|
West Financial Advisors LLC |
44 |
- |
2024-03-31 |
7,001 |
$439,000 |
11 |
|
Keudell/Morrison Wealth Management |
148 |
- |
2024-03-31 |
5,368 |
$337,000 |
720 |
|
SWEENEY & MICHEL LLC |
95 |
- |
2024-03-31 |
4,418 |
$273,000 |
134 |
|
AMERICAN INVESTMENT SERVICES INC. |
152 |
- |
2024-03-31 |
3,272 |
$205,000 |
86 |
|
FINANCIAL NETWORK |
2571 |
- |
2024-03-31 |
3,242 |
$203,000 |
3,242 |
|
FTB Advisors Inc. |
680 |
- |
2024-03-31 |
1,675 |
$105,000 |
12 |
|
Milestone Investment Advisors LLC |
98 |
- |
2024-03-31 |
863 |
$54,000 |
804 |
|
Column Capital Advisors LLC |
427 |
- |
2023-09-30 |
336 |
$20,000 |
3 |
|
VisionPoint Advisory Group LLC |
419 |
- |
2024-03-31 |
234 |
$15,000 |
6 |
|
Financial Synergies Wealth Advisors Inc. |
254 |
- |
2024-03-31 |
138 |
$9,000 |
52 |
|
|
38 Records found
|
1
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