|
Institutional
Holders
Total
Institutions:
|
69 17 |
|
Total
shares held :
|
14,932,088 |
|
% of shares
held :
|
94.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
42 |
|
Amount
of shares held :
|
5,340,734 |
|
% of shares
held change :
|
33.91% |
|
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 |
MORGAN STANLEY |
1667 |
- |
2024-03-31 |
3,422,005 |
$55,163,000 |
721,043 |
|
EASTERN BANK |
24 |
- |
2024-03-31 |
1,847,835 |
$29,787,000 |
180,783 |
|
Aptus Capital Advisors LLC |
45 |
- |
2024-03-31 |
1,331,947 |
$21,471,000 |
178,567 |
|
WELLS FARGO & CO/MN |
1117 |
- |
2024-03-31 |
1,238,605 |
$19,966,000 |
206,577 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
544 |
- |
2024-03-31 |
1,117,837 |
$18,020,000 |
93,860 |
|
LPL FINANCIAL CORP |
991 |
- |
2024-03-31 |
1,099,219 |
$17,719,000 |
743,604 |
|
Motley Fool Wealth Management LLC |
44 |
- |
2024-03-31 |
877,044 |
$14,138,000 |
44,410 |
|
UBS Group AG |
1539 |
- |
2024-03-31 |
691,349 |
$11,145,000 |
369,773 |
|
Union Bankshares Corp |
21 |
- |
2024-03-31 |
686,889 |
$11,073,000 |
120,827 |
|
Kaye Capital Management |
10 |
- |
2024-03-31 |
594,610 |
$9,585,000 |
-12,533 |
|
COOKSON PEIRCE & CO INC |
52 |
- |
2024-03-31 |
581,611 |
$9,376,000 |
45,423 |
|
BANK OF AMERICA CORP /DE/ |
2704 |
- |
2024-03-31 |
445,783 |
$7,186,000 |
45,423 |
|
INVESCO LTD |
1995 |
- |
2024-03-31 |
426,498 |
$6,875,000 |
-76,401 |
|
Vishria Bird Financial Group LLC |
19 |
- |
2024-03-31 |
291,001 |
$4,691,000 |
1,287 |
|
Advisor Group Holdings Inc. |
1095 |
- |
2024-03-31 |
282,069 |
$4,547,000 |
19,238 |
|
RAYMOND JAMES & ASSOCIATES |
1795 |
- |
2024-03-31 |
220,526 |
$3,555,000 |
59,567 |
|
JANNEY MONTGOMERY SCOTT LLC |
908 |
- |
2024-03-31 |
210,391 |
$3,392,000 |
13,548 |
|
ROYAL BANK OF CANADA |
2175 |
- |
2024-03-31 |
207,671 |
$3,347,000 |
69,849 |
|
JANE STREET GROUP LLC |
1768 |
- |
2024-03-31 |
186,686 |
$3,009,000 |
-245,680 |
|
Addison Advisors LLC |
27 |
- |
2024-03-31 |
172,306 |
$2,778,000 |
23,663 |
|
AA Financial Advisors LLC |
29 |
*New |
2024-03-31 |
160,748 |
$2,591,000 |
160,748 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
80 |
- |
2024-03-31 |
144,379 |
$2,327,000 |
47,753 |
|
AMERIPRISE FINANCIAL INC |
2739 |
- |
2024-03-31 |
137,851 |
$2,222,000 |
-2,826 |
|
Asset Dedication LLC |
106 |
- |
2024-03-31 |
130,333 |
$2,102,000 |
18,324 |
|
BCS Wealth Management |
46 |
- |
2024-03-31 |
111,211 |
$1,793,000 |
28,062 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1919 |
- |
2024-03-31 |
108,114 |
$1,743,000 |
-14,767 |
|
NOVARE CAPITAL MANAGEMENT LLC |
93 |
- |
2024-03-31 |
106,289 |
$1,713,000 |
19,980 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
26 |
- |
2024-03-31 |
81,075 |
$1,307,000 |
933 |
|
SAWGRASS ASSET MANAGEMENT LLC |
95 |
- |
2024-03-31 |
78,161 |
$1,260,000 |
43,777 |
|
Kestra Advisory Services LLC |
1118 |
- |
2024-03-31 |
75,802 |
$1,222,000 |
6,403 |
|
Equitable Holdings Inc. |
575 |
*New |
2024-03-31 |
73,504 |
$1,185,000 |
73,504 |
|
TLWM |
34 |
- |
2024-03-31 |
70,556 |
$1,137,000 |
13,000 |
|
ENVESTNET ASSET MANAGEMENT INC |
2990 |
- |
2024-03-31 |
63,799 |
$1,028,000 |
8,058 |
|
BUTENSKY & COHEN FINANCIAL SECURITY INC |
78 |
- |
2024-03-31 |
62,767 |
$1,012,000 |
3,153 |
|
Ellevest Inc. |
105 |
- |
2024-03-31 |
58,469 |
$943,000 |
10,236 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2333 |
- |
2024-03-31 |
53,562 |
$863,000 |
7,003 |
|
MML INVESTORS SERVICES LLC |
1495 |
- |
2024-03-31 |
52,973 |
$854,000 |
5,607 |
|
MULTIFINANCIAL SECURITIES CORP |
1270 |
- |
2024-03-31 |
49,870 |
$804,000 |
28,897 |
|
CITADEL ADVISORS LLC |
3524 |
- |
2024-03-31 |
38,042 |
$613,000 |
38,042 |
|
Independence Bank of Kentucky |
136 |
- |
2024-03-31 |
36,003 |
$580,000 |
14,149 |
|
Arlington Capital Management Inc. |
52 |
*New |
2024-03-31 |
31,411 |
$506,000 |
31,411 |
|
STEPHENS INC /AR/ |
820 |
- |
2024-03-31 |
29,987 |
$483,000 |
17,369 |
|
Strategic Financial Concepts LLC |
169 |
- |
2024-03-31 |
29,297 |
$472,000 |
5,937 |
|
FINANCIAL ADVISORY GROUP |
63 |
*New |
2024-03-31 |
29,045 |
$468,000 |
29,045 |
|
Colonial Trust Co / SC |
156 |
- |
2024-03-31 |
28,750 |
$463,000 |
13,750 |
|
COMERICA BANK |
1912 |
- |
2024-03-31 |
28,357 |
$457,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1533 |
- |
2024-03-31 |
27,873 |
$449,000 |
201 |
|
Goepper Burkhardt LLC |
51 |
- |
2024-03-31 |
28,000 |
$445,000 |
11,700 |
|
Sterling Financial Group Inc. |
41 |
- |
2024-03-31 |
27,137 |
$437,000 |
9,174 |
|
TCG Advisory Services LLC |
299 |
*New |
2024-03-31 |
26,025 |
$420,000 |
26,025 |
|
MONECO Advisors LLC |
264 |
- |
2024-03-31 |
24,848 |
$401,000 |
-33,963 |
|
Kohmann Bosshard Financial Services LLC |
132 |
- |
2024-03-31 |
24,461 |
$394,000 |
11,750 |
|
STIFEL FINANCIAL CORP |
2797 |
*New |
2024-03-31 |
21,777 |
$351,000 |
21,777 |
|
Fountainhead AM LLC |
87 |
- |
2024-03-31 |
19,900 |
$321,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1895 |
- |
2024-03-31 |
18,885 |
$304,000 |
0 |
|
Integrated Wealth Concepts LLC |
1296 |
- |
2024-03-31 |
18,837 |
$304,000 |
5,824 |
|
Coordinated Financial Services Inc./CO |
93 |
- |
2024-03-31 |
18,291 |
$295,000 |
0 |
|
SIGMA INVESTMENT COUNSELORS INC |
168 |
- |
2024-03-31 |
16,948 |
$273,000 |
1,525 |
|
Cherry Tree Wealth Management LLC |
146 |
*New |
2024-03-31 |
15,366 |
$248,000 |
15,366 |
|
AMERICAN NATIONAL BANK & TRUST CO /VA/ |
125 |
*New |
2024-03-31 |
15,252 |
$246,000 |
15,252 |
|
MARINER WEALTH ADVISORS, LLC |
2707 |
*New |
2024-03-31 |
13,274 |
$214,000 |
13,274 |
|
Stratos Wealth Partners LTD. |
1244 |
*New |
2024-03-31 |
13,184 |
$213,000 |
13,184 |
|
Straight Path Wealth Management |
72 |
*New |
2024-03-31 |
13,046 |
$210,000 |
13,046 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3006 |
- |
2024-03-31 |
12,245 |
$197,000 |
188 |
|
TruWealth Advisors LLC |
163 |
*New |
2024-03-31 |
11,851 |
$191,000 |
11,851 |
|
Ironwood Wealth Management llc |
141 |
- |
2024-03-31 |
11,505 |
$185,000 |
500 |
|
First Command Advisory Services Inc. |
158 |
- |
2024-03-31 |
11,128 |
$179,000 |
3,371 |
|
Yoder Wealth Management Inc. |
99 |
- |
2024-03-31 |
10,100 |
$163,000 |
0 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
663 |
*New |
2024-03-31 |
10,010 |
$161,000 |
10,010 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
982 |
- |
2024-03-31 |
9,213 |
$149,000 |
724 |
|
First Command Financial Services Inc. |
173 |
- |
2023-06-30 |
7,640 |
$122,000 |
102 |
|
First Command Bank |
173 |
- |
2023-06-30 |
7,640 |
$122,000 |
102 |
|
US BANCORP |
2356 |
- |
2024-03-31 |
6,257 |
$101,000 |
2,375 |
|
Capital Analysts Inc. |
565 |
- |
2024-03-31 |
5,507 |
$89,000 |
49 |
|
MARQUETTE ASSET MANAGEMENT INC. |
124 |
- |
2024-03-31 |
5,192 |
$84,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1977 |
- |
2024-03-31 |
3,814 |
$61,000 |
3,136 |
|
YHB INVESTMENT ADVISORS, INC. |
476 |
*New |
2024-03-31 |
2,630 |
$42,000 |
2,630 |
|
Davis Capital Management |
143 |
- |
2024-03-31 |
2,435 |
$39,000 |
2,340 |
|
SUMMIT INVESTMENT ADVISORS INC |
2477 |
- |
2024-03-31 |
1,513 |
$24,000 |
14 |
|
SMITHFIELD TRUST CO |
722 |
- |
2024-03-31 |
1,328 |
$21,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
747 |
- |
2024-03-31 |
859 |
$14,000 |
30 |
|
Hobbs Group Advisors LLC |
367 |
- |
2023-12-31 |
573 |
$9,000 |
0 |
|
First PREMIER Bank |
379 |
*New |
2024-03-31 |
243 |
$4,000 |
243 |
|
J P MORGAN CHASE & CO |
6130 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,326 |
|
Darden Wealth Group Inc |
108 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,000 |
|
PROEQUITIES INC. |
8811 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
KG&L Capital ManagementLLC |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,012 |
|
COLONIAL ASSET MANAGEMENT, INC. |
1078 |
*Closed |
2024-03-31 |
0 |
$0 |
-700 |
|
|
88 Records found
|
1
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