|
Institutional
Holders
Total
Institutions:
|
160 3 |
|
Total
shares held :
|
31,834,660 |
|
% of shares
held :
|
18.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
858,363 |
|
% of shares
held change :
|
0.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.17 |
|
Last
Quarter's Ending
Price :
|
$25.15 |
|
Last
Quarter's Average
Price :
|
$25.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.26 (1.03%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pinnacle Wealth Planning Services Inc. |
1 |
- |
2024-03-31 |
3,424,752 |
$82,927,000 |
-353,795 |
|
WELLS FARGO & CO/MN |
592 |
- |
2024-03-31 |
2,757,724 |
$70,350,000 |
160,047 |
|
MORGAN STANLEY |
1880 |
- |
2024-03-31 |
1,706,490 |
$43,533,000 |
124,314 |
|
LPL FINANCIAL CORP |
626 |
- |
2024-03-31 |
1,570,660 |
$40,068,000 |
444,615 |
|
Edmonds Duncan Registered Investment Advisors LLC |
1 |
- |
2024-03-31 |
1,509,466 |
$38,506,000 |
29,179 |
|
Wealthfront Advisers LLC |
63 |
- |
2024-03-31 |
1,152,190 |
$29,392,000 |
-148,155 |
|
KFA Private Wealth Group LLC |
3 |
- |
2024-03-31 |
970,195 |
$24,750,000 |
53,561 |
|
AMERIPRISE FINANCIAL INC |
1178 |
- |
2024-03-31 |
968,984 |
$24,624,000 |
-119,181 |
|
RENAISSANCE TECHNOLOGIES LLC |
548 |
- |
2024-03-31 |
954,100 |
$24,339,000 |
-244,800 |
|
BANK OF AMERICA CORP /DE/ |
1863 |
- |
2024-03-31 |
851,735 |
$21,728,000 |
86,405 |
|
Concord Wealth Partners |
2 |
- |
2024-03-31 |
801,091 |
$20,436,000 |
42,198 |
|
Insight Wealth Strategies LLC |
9 |
- |
2024-03-31 |
782,055 |
$19,950,000 |
-97,334 |
|
Virtue Capital Management LLC |
2 |
- |
2024-03-31 |
740,344 |
$18,826,000 |
-143,321 |
|
Bensler LLC |
9 |
- |
2024-03-31 |
672,456 |
$17,154,000 |
84,225 |
|
Capital Advantage Inc. |
12 |
- |
2024-03-31 |
633,806 |
$16,124,000 |
-381,279 |
|
Advisor OS LLC |
8 |
- |
2024-03-31 |
630,772 |
$16,091,000 |
39,308 |
|
Systelligence LLC |
3 |
- |
2024-03-31 |
606,999 |
$15,485,000 |
-1,975 |
|
Demars Financial Group LLC |
5 |
- |
2024-03-31 |
527,433 |
$13,455,000 |
-65,967 |
|
WealthPlan Investment Management LLC |
7 |
- |
2024-03-31 |
487,351 |
$12,432,000 |
37,361 |
|
Deseret Mutual Benefit Administrators |
3 |
- |
2024-03-31 |
471,281 |
$12,022,000 |
-82,742 |
|
ENVESTNET ASSET MANAGEMENT INC |
1432 |
- |
2024-03-31 |
455,002 |
$11,607,000 |
102,675 |
|
UBS Group AG |
1551 |
- |
2024-03-31 |
428,482 |
$10,931,000 |
39,680 |
|
Wealth Management Solutions LLC |
5 |
- |
2023-09-30 |
399,629 |
$10,107,000 |
-6,544 |
|
DAVID R. RAHN & ASSOCIATES INC. |
8 |
*New |
2024-03-31 |
363,407 |
$9,271,000 |
363,407 |
|
High Note Wealth LLC |
10 |
- |
2024-03-31 |
361,106 |
$9,212,000 |
-4,755 |
|
Financial Advisory Service Inc. |
34 |
- |
2024-03-31 |
288,214 |
$7,352,000 |
-5,074 |
|
Family Firm Inc. |
10 |
- |
2024-03-31 |
286,137 |
$7,299,000 |
-3,665 |
|
MML INVESTORS SERVICES LLC |
545 |
- |
2024-03-31 |
249,934 |
$6,376,000 |
41,213 |
|
GeoWealth Management LLC |
75 |
*New |
2024-03-31 |
248,865 |
$6,349,000 |
248,865 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
629 |
- |
2024-03-31 |
244,745 |
$6,243,000 |
27,098 |
|
Coppell Advisory Solutions LLC |
13 |
*New |
2023-12-31 |
240,001 |
$6,036,000 |
240,001 |
|
VISTA INVESTMENT MANAGEMENT |
6 |
- |
2024-03-31 |
222,276 |
$5,670,000 |
40,235 |
|
Advisor Group Holdings Inc. |
994 |
- |
2024-03-31 |
207,160 |
$5,285,000 |
-83,894 |
|
Wright Fund Managment LLC |
44 |
- |
2024-03-31 |
207,000 |
$5,281,000 |
0 |
|
WHITE PINE INVESTMENT CO |
27 |
- |
2024-03-31 |
200,993 |
$5,127,000 |
8,066 |
|
Coppell Advisory Solutions Corp. |
23 |
- |
2024-03-31 |
186,693 |
$4,763,000 |
148,877 |
|
Feltz Wealth PLAN Inc. |
71 |
- |
2024-03-31 |
175,167 |
$4,469,000 |
-10,851 |
|
RAYMOND JAMES & ASSOCIATES |
1662 |
- |
2024-03-31 |
174,929 |
$4,462,000 |
15,652 |
|
Arete Wealth Advisors LLC |
60 |
- |
2024-03-31 |
164,534 |
$4,197,000 |
4,459 |
|
ROYAL BANK OF CANADA |
2068 |
- |
2024-03-31 |
155,047 |
$3,955,000 |
121,686 |
|
STIFEL FINANCIAL CORP |
1316 |
- |
2024-03-31 |
145,407 |
$3,709,000 |
-18,280 |
|
DEUTSCHE BANK AG |
1369 |
- |
2024-03-31 |
138,440 |
$3,532,000 |
-14,675 |
|
Geneos Wealth Management Inc. |
166 |
- |
2024-03-31 |
133,823 |
$3,414,000 |
-276 |
|
Kovack Advisors Inc. |
47 |
- |
2024-03-31 |
131,737 |
$3,361,000 |
-2,201 |
|
Perigon Wealth Management LLC |
185 |
- |
2024-03-31 |
130,829 |
$3,337,000 |
-1,095 |
|
MADDEN ADVISORY SERVICES, INC. |
18 |
- |
2024-03-31 |
130,053 |
$3,318,000 |
-13,916 |
|
GUGGENHEIM CAPITAL LLC |
716 |
- |
2024-03-31 |
127,302 |
$3,247,000 |
19,600 |
|
PROEQUITIES INC. |
114 |
- |
2024-03-31 |
122,067 |
$3,114,000 |
-12,102 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
203 |
- |
2024-03-31 |
102,697 |
$2,620,000 |
433 |
|
All Terrain Financial Advisors LLC |
22 |
- |
2024-03-31 |
102,356 |
$2,611,000 |
-3,580 |
|
AlphaStar Capital Management LLC |
57 |
- |
2024-03-31 |
94,687 |
$2,415,000 |
10,627 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
144 |
- |
2024-03-31 |
93,012 |
$2,373,000 |
7,513 |
|
Wealthcare Advisory Partners LLC |
218 |
- |
2024-03-31 |
84,335 |
$2,151,000 |
1,333 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1738 |
- |
2024-03-31 |
82,286 |
$2,099,000 |
-80,941 |
|
We Are One Seven LLC |
211 |
- |
2024-03-31 |
81,429 |
$2,077,000 |
18,800 |
|
PICTET ASSET MANAGEMENT SA |
901 |
- |
2023-06-30 |
81,010 |
$2,046,000 |
-4,715 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
207 |
- |
2024-03-31 |
76,386 |
$1,921,000 |
486 |
|
Fusion Capital LLC |
26 |
- |
2024-03-31 |
74,939 |
$1,912,000 |
1,431 |
|
Tidemark LLC |
22 |
- |
2024-03-31 |
73,635 |
$1,878,000 |
64,342 |
|
Anson Capital Inc. |
10 |
- |
2024-03-31 |
72,451 |
$1,848,000 |
22,532 |
|
Montis Financial LLC |
15 |
- |
2024-03-31 |
71,800 |
$1,832,000 |
7,044 |
|
Equitable Holdings Inc. |
468 |
- |
2024-03-31 |
70,443 |
$1,797,000 |
-223,753 |
|
Opal Wealth Advisors LLC |
30 |
- |
2024-03-31 |
70,341 |
$1,794,000 |
14,334 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1766 |
- |
2024-03-31 |
60,928 |
$1,554,000 |
22,497 |
|
Kohmann Bosshard Financial Services LLC |
63 |
- |
2024-03-31 |
57,137 |
$1,458,000 |
-2,744 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
255 |
- |
2023-12-31 |
57,186 |
$1,438,000 |
0 |
|
Revisor Wealth Management LLC |
33 |
- |
2024-03-31 |
51,385 |
$1,301,000 |
51,385 |
|
Dynamic Advisors Solutions LLC |
391 |
- |
2024-03-31 |
49,326 |
$1,258,000 |
7,792 |
|
CWM LLC |
772 |
- |
2024-03-31 |
48,316 |
$1,233,000 |
8,563 |
|
FLOW TRADERS U.S. LLC |
267 |
*New |
2024-03-31 |
46,236 |
$1,179,000 |
46,236 |
|
NATIONAL ASSET MANAGEMENT, INC. |
481 |
- |
2024-03-31 |
45,691 |
$1,156,000 |
649 |
|
IFG Advisory LLC |
242 |
- |
2024-03-31 |
43,291 |
$1,104,000 |
3,614 |
|
EQIS CAPITAL MANAGEMENT, INC. |
223 |
- |
2024-03-31 |
42,820 |
$1,092,000 |
-1,162 |
|
Laffer Tengler Investments |
62 |
- |
2024-03-31 |
42,230 |
$1,077,000 |
-27,459 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
518 |
*New |
2024-03-31 |
41,965 |
$1,071,000 |
41,965 |
|
Pointe Capital Management LLC |
36 |
- |
2024-03-31 |
40,842 |
$1,042,000 |
-578 |
|
Rockport Wealth LLC |
36 |
- |
2024-03-31 |
40,842 |
$1,042,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
644 |
- |
2024-03-31 |
39,989 |
$1,020,000 |
-1,048 |
|
Kestra Advisory Services LLC |
1245 |
- |
2024-03-31 |
38,388 |
$979,000 |
-13,029 |
|
HALLMARK CAPITAL MANAGEMENT INC |
126 |
- |
2024-03-31 |
37,018 |
$944,000 |
908 |
|
Cetera Investment Advisers |
920 |
- |
2024-03-31 |
36,821 |
$939,000 |
-34,400 |
|
NewEdge Wealth LLC |
441 |
*New |
2024-03-31 |
35,728 |
$907,000 |
35,728 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
33,565 |
$856,000 |
252 |
|
Sigma Planning Corp |
575 |
- |
2024-03-31 |
31,136 |
$794,000 |
19,716 |
|
MULTIFINANCIAL SECURITIES CORP |
1280 |
*New |
2024-03-31 |
31,070 |
$793,000 |
31,070 |
|
Integrated Wealth Concepts LLC |
852 |
- |
2024-03-31 |
30,390 |
$775,000 |
0 |
|
AFT, FORSYTH & COMPANY, INC. |
54 |
- |
2024-03-31 |
29,987 |
$765,000 |
101 |
|
SELDON CAPITAL LP |
32 |
- |
2024-03-31 |
30,000 |
$765,000 |
0 |
|
Significant Wealth Partners LLC |
57 |
*New |
2024-03-31 |
29,847 |
$761,000 |
29,847 |
|
Laurel Wealth Advisors Inc. |
278 |
- |
2022-12-31 |
30,367 |
$756,000 |
-3,353 |
|
CFG ASSET MANAGEMENT LLC |
131 |
- |
2024-03-31 |
29,090 |
$742,000 |
-505 |
|
Redhawk Wealth Advisors Inc. |
147 |
*New |
2024-03-31 |
28,923 |
$738,000 |
28,923 |
|
EP WEALTH ADVISORS, INC. |
442 |
- |
2024-03-31 |
27,432 |
$700,000 |
17 |
|
PFG Advisors |
341 |
- |
2024-03-31 |
26,260 |
$670,000 |
1,702 |
|
Atlas Financial Advisors Inc. |
11 |
- |
2024-03-31 |
26,225 |
$669,000 |
11,554 |
|
Atria Wealth Solutions Inc. |
1102 |
- |
2024-03-31 |
26,156 |
$667,000 |
-10,099 |
|
HERITAGE WEALTH MANAGEMENT LLC |
65 |
- |
2024-03-31 |
26,075 |
$665,000 |
1,591 |
|
BNP PARIBAS ARBITRAGE SA |
1965 |
- |
2024-03-31 |
25,465 |
$650,000 |
25,326 |
|
JANNEY MONTGOMERY SCOTT LLC |
1785 |
- |
2024-03-31 |
24,955 |
$637,000 |
1,227 |
|
AE Wealth Management LLC |
777 |
- |
2024-03-31 |
22,028 |
$562,000 |
-218,957 |
|
|
100 Records found
|
1
|
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