| |
Institutional
Holders
Total
Institutions:
 |
31  2 |
|
|
Total
shares held :
|
2,167,453 |
|
|
% of shares
held :
|
24.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
738,046 |
|
|
% of shares
held change :
|
 8.2% |
|
| 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/ |
2358 |
- |
2024-03-31 |
392,481 |
$11,697,000 |
-11,608 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1755 |
- |
2024-03-31 |
231,419 |
$6,897,000 |
-1,265 |
|
| BB&T CORP |
759 |
- |
2024-03-31 |
230,959 |
$6,883,000 |
2,123 |
|
| LPL FINANCIAL CORP |
1586 |
- |
2024-03-31 |
218,180 |
$6,502,000 |
207,616 |
|
| HIGHTOWER ADVISORS, LLC |
873 |
- |
2024-03-31 |
205,932 |
$6,147,000 |
6,029 |
|
| RAYMOND JAMES & ASSOCIATES |
1479 |
- |
2024-03-31 |
194,906 |
$5,809,000 |
-767 |
|
| RFG Advisory Group LLC |
107 |
- |
2024-03-31 |
163,298 |
$4,867,000 |
2,485 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1261 |
- |
2024-03-31 |
132,595 |
$3,952,000 |
-228,215 |
|
| Green Harvest Asset Management LLC |
67 |
- |
2024-03-31 |
86,901 |
$2,590,000 |
-1,458 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
34 |
- |
2024-03-31 |
74,970 |
$2,236,000 |
-391 |
|
| LEGACY PRIVATE TRUST CO. |
137 |
- |
2024-03-31 |
40,453 |
$1,206,000 |
13,487 |
|
| Yoder Wealth Management Inc. |
42 |
- |
2024-03-31 |
28,958 |
$863,000 |
6,996 |
|
| Walker Asset Management LLC |
37 |
- |
2024-03-31 |
24,535 |
$731,000 |
17 |
|
| UBS Group AG |
3814 |
- |
2024-03-31 |
23,388 |
$697,000 |
2,419 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
471 |
- |
2024-03-31 |
15,027 |
$448,000 |
-3,483 |
|
| Atria Wealth Solutions Inc. |
1318 |
- |
2024-03-31 |
14,688 |
$438,000 |
-631 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3112 |
- |
2024-03-31 |
11,438 |
$341,000 |
0 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
610 |
- |
2024-03-31 |
10,005 |
$298,000 |
16 |
|
| BURNS WEALTH MANAGEMENT, INC. |
429 |
- |
2024-03-31 |
9,883 |
$295,000 |
0 |
|
| Lido Advisors LLC |
1032 |
- |
2024-03-31 |
8,525 |
$254,000 |
490 |
|
| Laidlaw Wealth Management LLC |
154 |
- |
2024-03-31 |
7,742 |
$231,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
990 |
- |
2024-03-31 |
7,015 |
$209,000 |
117 |
|
| CITADEL ADVISORS LLC |
4561 |
*New |
2024-03-31 |
6,743 |
$201,000 |
6,743 |
|
| Laurel Wealth Advisors LLC |
349 |
- |
2024-03-31 |
925 |
$28,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1860 |
- |
2024-03-31 |
568 |
$17,000 |
0 |
|
| Financial Gravity Wealth Inc. |
506 |
- |
2024-03-31 |
259 |
$8,000 |
192 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1459 |
*New |
2024-03-31 |
179 |
$5,000 |
179 |
|
| Advisor Group Holdings Inc. |
5949 |
- |
2024-03-31 |
119 |
$4,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1936 |
*New |
2024-03-31 |
103 |
$3,000 |
103 |
|
| MCF Advisors LLC |
766 |
- |
2024-03-31 |
111 |
$3,000 |
0 |
|
| WELLS FARGO & CO/MN |
5890 |
- |
2024-03-31 |
1 |
$0 |
1 |
|
| Carmichael Hill & Associates Inc. |
665 |
*Closed |
2024-03-31 |
0 |
$0 |
-94 |
|
| Kalos Management Inc. |
229 |
*Closed |
2023-06-30 |
0 |
$0 |
-75 |
|
| PROEQUITIES INC. |
6030 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6835 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,248 |
|
|
35 Records found
|
1
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