|
Institutional
Holders
Total
Institutions:
|
90 1 |
|
Total
shares held :
|
2,361,033 |
|
% of shares
held :
|
26.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
275,703 |
|
% of shares
held change :
|
3.06% |
|
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/ |
2157 |
- |
2024-03-31 |
364,316 |
$14,966,000 |
320,479 |
|
RAYMOND JAMES & ASSOCIATES |
987 |
- |
2024-03-31 |
332,681 |
$13,667,000 |
22,988 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
794 |
- |
2024-03-31 |
246,146 |
$10,112,000 |
187,408 |
|
BAILARD BIEHL & KAISER INC |
97 |
- |
2024-03-31 |
199,467 |
$8,194,000 |
4,048 |
|
MARINER WEALTH ADVISORS, LLC |
674 |
- |
2024-03-31 |
140,273 |
$5,762,000 |
69,277 |
|
EASTERN BANK |
90 |
- |
2024-03-31 |
138,363 |
$5,684,000 |
8,418 |
|
FRANKLIN RESOURCES INC |
1408 |
- |
2024-03-31 |
80,684 |
$3,314,000 |
350 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1500 |
- |
2024-03-31 |
71,103 |
$2,921,000 |
16,026 |
|
JNBA FINANCIAL ADVISORS |
52 |
- |
2024-03-31 |
61,329 |
$2,519,000 |
9,995 |
|
Steward Partners Investment Advisory LLC |
544 |
- |
2024-03-31 |
54,510 |
$2,239,000 |
53,728 |
|
ADVISORY SERVICES NETWORK, LLC |
431 |
- |
2024-03-31 |
53,269 |
$2,188,000 |
13,202 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
253 |
- |
2024-03-31 |
46,423 |
$1,907,000 |
3,320 |
|
ROYAL BANK OF CANADA |
2555 |
- |
2024-03-31 |
45,746 |
$1,879,000 |
34,382 |
|
Balanced Rock Investment Advisor |
19 |
- |
2024-03-31 |
41,756 |
$1,715,000 |
19,381 |
|
DOHJ LLC |
56 |
- |
2024-03-31 |
41,258 |
$1,695,000 |
10,335 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
38 |
- |
2024-03-31 |
34,445 |
$1,415,000 |
2,535 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2341 |
- |
2024-03-31 |
28,547 |
$1,173,000 |
28,547 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1612 |
- |
2024-03-31 |
28,412 |
$1,167,000 |
513 |
|
JANE STREET GROUP LLC |
2970 |
- |
2024-03-31 |
26,565 |
$1,091,000 |
26,565 |
|
Cetera Investment Advisers |
2001 |
- |
2024-03-31 |
26,302 |
$1,080,000 |
20,388 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
310 |
- |
2024-03-31 |
25,811 |
$1,060,000 |
3,924 |
|
SAGE FINANCIAL GROUP INC |
49 |
- |
2024-03-31 |
23,284 |
$956,000 |
2,452 |
|
Fortis Capital Management LLC |
69 |
- |
2024-03-31 |
21,096 |
$867,000 |
53 |
|
DAVIDSON D A & CO |
828 |
- |
2024-03-31 |
18,291 |
$751,000 |
2,325 |
|
Opes Wealth Management LLC |
66 |
- |
2024-03-31 |
18,203 |
$748,000 |
73 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
178 |
- |
2024-03-31 |
16,919 |
$695,000 |
96 |
|
Atlantic Private Wealth LLC |
16 |
- |
2024-03-31 |
16,397 |
$674,000 |
8 |
|
COLONY GROUP LLC |
523 |
- |
2023-09-30 |
17,568 |
$595,000 |
2,651 |
|
Baird Financial Group Inc. |
1328 |
- |
2024-03-31 |
14,224 |
$584,000 |
5,753 |
|
CAPTRUST FINANCIAL ADVISORS |
1430 |
- |
2024-03-31 |
13,352 |
$549,000 |
1,283 |
|
Topel & Distasi Wealth Management LLC |
57 |
- |
2024-03-31 |
12,489 |
$513,000 |
943 |
|
Optas LLC |
88 |
- |
2024-03-31 |
12,351 |
$507,000 |
3,389 |
|
Stratos Wealth Partners LTD. |
894 |
- |
2024-03-31 |
11,817 |
$485,000 |
2,752 |
|
CREATIVE PLANNING |
1968 |
- |
2024-03-31 |
10,327 |
$424,000 |
6 |
|
Armbruster Capital Management Inc. |
87 |
- |
2024-03-31 |
9,425 |
$387,000 |
900 |
|
BB&T CORP |
2211 |
- |
2024-03-31 |
8,027 |
$330,000 |
313 |
|
ALESCO ADVISORS LLC |
149 |
- |
2024-03-31 |
7,545 |
$310,000 |
1,870 |
|
MML INVESTORS SERVICES LLC |
2088 |
- |
2024-03-31 |
7,450 |
$306,000 |
699 |
|
Tarbox Group Inc. |
91 |
- |
2024-03-31 |
6,562 |
$270,000 |
283 |
|
Chicago Partners Investment Group LLC |
648 |
- |
2024-03-31 |
5,928 |
$231,000 |
435 |
|
Financial Council Asset Management Inc |
70 |
- |
2024-03-31 |
5,599 |
$230,000 |
3 |
|
Armor Investment Advisors LLC |
107 |
- |
2024-03-31 |
3,736 |
$153,000 |
38 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
87 |
- |
2024-03-31 |
2,523 |
$104,000 |
74 |
|
DEUTSCHE BANK AG |
3176 |
- |
2024-03-31 |
1,850 |
$76,000 |
125 |
|
Global Retirement Partners LLC |
1411 |
- |
2024-03-31 |
1,195 |
$49,000 |
3 |
|
CALDWELL SUTTER CAPITAL INC. |
413 |
- |
2024-03-31 |
720 |
$30,000 |
432 |
|
Larson Financial Group LLC |
900 |
- |
2024-03-31 |
461 |
$19,000 |
75 |
|
FMR LLC |
4469 |
- |
2024-03-31 |
78 |
$3,000 |
77 |
|
Spire Wealth Management |
2046 |
- |
2024-03-31 |
84 |
$3,000 |
24 |
|
PRINCIPAL SECURITIES INC. |
2792 |
- |
2024-03-31 |
53 |
$2,000 |
2 |
|
|
50 Records found
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