|
Institutional
Holders
Total
Institutions:
|
98 18 |
|
Total
shares held :
|
9,535,831 |
|
% of shares
held :
|
10.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
41 |
|
Amount
of shares held :
|
2,640,181 |
|
% of shares
held change :
|
2.93% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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/ |
1781 |
- |
2024-03-31 |
945,249 |
$23,886,000 |
46,182 |
|
ENVESTNET ASSET MANAGEMENT INC |
1125 |
- |
2024-03-31 |
775,668 |
$19,601,000 |
50,008 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
42 |
- |
2024-03-31 |
753,826 |
$19,049,000 |
42,842 |
|
MERCER GLOBAL ADVISORS INC /ADV |
214 |
- |
2024-03-31 |
702,542 |
$17,753,000 |
60,981 |
|
WELLS FARGO & CO/MN |
1198 |
- |
2024-03-31 |
689,613 |
$17,427,000 |
-855 |
|
Kathmere Capital Management LLC |
17 |
- |
2024-03-31 |
664,782 |
$16,799,000 |
51,920 |
|
US BANCORP |
351 |
- |
2024-03-31 |
587,105 |
$14,836,000 |
45,789 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
22 |
- |
2024-03-31 |
379,157 |
$9,581,000 |
12,559 |
|
HIGHTOWER ADVISORS, LLC |
720 |
- |
2024-03-31 |
363,321 |
$9,180,000 |
3,069 |
|
CI Private Wealth LLC |
560 |
*New |
2024-03-31 |
347,046 |
$8,770,000 |
347,046 |
|
UBS Group AG |
1769 |
- |
2024-03-31 |
315,465 |
$7,972,000 |
55,246 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
913 |
- |
2024-03-31 |
309,259 |
$7,815,000 |
-7,437 |
|
HILLSTRUST |
36 |
- |
2024-03-31 |
277,351 |
$7,009,000 |
728 |
|
Crumly & Associates Inc. |
21 |
- |
2024-03-31 |
240,191 |
$6,070,000 |
-66,949 |
|
Praetorian Wealth Management Inc. |
18 |
- |
2024-03-31 |
235,656 |
$5,955,000 |
14,807 |
|
Heartwood Wealth Advisors LLC |
29 |
- |
2024-03-31 |
220,216 |
$5,565,000 |
15,436 |
|
LPL FINANCIAL CORP |
1759 |
- |
2024-03-31 |
200,541 |
$5,068,000 |
28,687 |
|
GATEWAY ADVISORY, LLC |
28 |
- |
2024-03-31 |
187,918 |
$4,749,000 |
10,826 |
|
MORGAN STANLEY |
3982 |
- |
2024-03-31 |
161,901 |
$4,091,000 |
39,606 |
|
Envision Financial Planning LLC |
11 |
- |
2024-03-31 |
126,280 |
$3,191,000 |
11,720 |
|
Cypress Point Wealth Management LLC |
15 |
- |
2024-03-31 |
117,231 |
$2,962,000 |
231 |
|
JANE STREET GROUP LLC |
1788 |
- |
2024-03-31 |
117,227 |
$2,962,000 |
62,757 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
89 |
- |
2024-03-31 |
101,392 |
$2,562,000 |
-15,825 |
|
LBMC INVESTMENT ADVISORS, LLC |
42 |
*New |
2024-03-31 |
99,107 |
$2,504,000 |
99,107 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
207 |
- |
2024-03-31 |
95,385 |
$2,410,000 |
27,614 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
401 |
- |
2024-03-31 |
91,142 |
$2,303,000 |
-14,904 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
760 |
- |
2024-03-31 |
88,542 |
$2,237,000 |
794 |
|
Sound View Wealth Advisors Group LLC |
111 |
- |
2024-03-31 |
77,767 |
$1,965,000 |
-3,397 |
|
AMERIPRISE FINANCIAL INC |
2815 |
- |
2024-03-31 |
76,161 |
$1,925,000 |
-62,748 |
|
Quantum Financial Advisors LLC |
39 |
*New |
2024-03-31 |
68,893 |
$1,741,000 |
68,893 |
|
Klingman & Associates LLC |
72 |
- |
2024-03-31 |
59,671 |
$1,508,000 |
-5,895 |
|
ROYAL BANK OF CANADA |
2711 |
- |
2024-03-31 |
58,412 |
$1,476,000 |
1,072 |
|
RAYMOND JAMES & ASSOCIATES |
2436 |
- |
2024-03-31 |
49,442 |
$1,249,000 |
-4,625 |
|
SENTINEL PENSION ADVISORS INC |
50 |
- |
2024-03-31 |
48,739 |
$1,232,000 |
182 |
|
LEGACY PRIVATE TRUST CO. |
135 |
- |
2024-03-31 |
48,663 |
$1,230,000 |
0 |
|
CFS Investment Advisory Services LLC |
76 |
- |
2024-03-31 |
46,536 |
$1,176,000 |
1,212 |
|
Signature Wealth Management Group |
64 |
- |
2024-03-31 |
46,649 |
$1,170,000 |
8,935 |
|
WOODMONT INVESTMENT COUNSEL LLC |
135 |
- |
2024-03-31 |
42,529 |
$1,075,000 |
7,279 |
|
HOWLAND CAPITAL MANAGEMENT INC |
134 |
- |
2024-03-31 |
40,690 |
$1,028,000 |
12,290 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2210 |
- |
2024-03-31 |
40,318 |
$1,019,000 |
1,743 |
|
SANDY SPRING BANK |
213 |
- |
2024-03-31 |
39,419 |
$996,000 |
4,295 |
|
COLONY GROUP, LLC |
600 |
- |
2024-03-31 |
39,120 |
$989,000 |
731 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
88 |
- |
2024-03-31 |
36,676 |
$927,000 |
0 |
|
Evergreen Private Wealth LLC |
48 |
- |
2024-03-31 |
36,471 |
$922,000 |
6,669 |
|
Blue Square Asset Management LLC |
44 |
- |
2024-03-31 |
35,477 |
$897,000 |
448 |
|
Garden State Investment Advisory Services LLC |
65 |
- |
2024-03-31 |
34,994 |
$884,000 |
-1 |
|
Glenview Trust Co |
277 |
- |
2024-03-31 |
32,515 |
$822,000 |
13,954 |
|
COLONY GROUP LLC |
|
- |
2023-09-30 |
33,085 |
$808,000 |
557 |
|
FLOW TRADERS U.S. LLC |
349 |
- |
2024-03-31 |
31,811 |
$804,000 |
31,811 |
|
ROOF EIDAM & MAYCOCK/ADV |
68 |
- |
2024-03-31 |
31,576 |
$798,000 |
27 |
|
Royal Harbor Partners LLC |
33 |
- |
2024-03-31 |
31,188 |
$788,000 |
-1,319 |
|
Snowden Capital Advisors LLC |
564 |
*New |
2024-03-31 |
31,000 |
$783,000 |
31,000 |
|
Capital Investment Advisors LLC |
321 |
- |
2024-03-31 |
30,757 |
$777,000 |
1,293 |
|
LINCOLN NATIONAL CORP |
618 |
*New |
2024-03-31 |
28,202 |
$713,000 |
28,202 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
250 |
*New |
2024-03-31 |
26,899 |
$680,000 |
26,899 |
|
IFP Advisors Inc |
|
*New |
2023-12-31 |
26,498 |
$678,000 |
26,498 |
|
Integrated Wealth Concepts LLC |
914 |
- |
2024-03-31 |
26,495 |
$670,000 |
17,247 |
|
Paradigm Strategies in Wealth Management LLC |
21 |
- |
2024-03-31 |
25,472 |
$644,000 |
-723 |
|
MULTIFINANCIAL SECURITIES CORP |
1459 |
*New |
2024-03-31 |
24,500 |
$619,000 |
24,500 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
482 |
*New |
2024-03-31 |
23,786 |
$601,000 |
23,786 |
|
Stonebridge Capital Advisors LLC |
136 |
- |
2024-03-31 |
22,690 |
$573,000 |
-5,300 |
|
Farther Finance Advisors LLC |
361 |
*New |
2024-03-31 |
22,590 |
$569,000 |
22,590 |
|
Kestra Advisory Services LLC |
1573 |
- |
2024-03-31 |
22,391 |
$566,000 |
8,139 |
|
STIFEL FINANCIAL CORP |
2531 |
- |
2024-03-31 |
22,018 |
$556,000 |
1,173 |
|
Catalytic Wealth RIA LLC |
156 |
*New |
2024-03-31 |
21,887 |
$553,000 |
21,887 |
|
FF AdvisorsLLC |
53 |
- |
2024-03-31 |
21,605 |
$546,000 |
10,621 |
|
SUMMIT INVESTMENT ADVISORS INC |
795 |
- |
2024-03-31 |
20,427 |
$516,000 |
4 |
|
CLIENT 1ST ADVISORY GROUP LLC |
56 |
- |
2024-03-31 |
19,920 |
$503,000 |
0 |
|
Evergreen Wealth Solutions LLC |
67 |
- |
2024-03-31 |
17,930 |
$453,000 |
431 |
|
VALMARK ADVISERS INC |
386 |
- |
2024-03-31 |
17,769 |
$449,000 |
-2,287 |
|
Beacon Pointe Advisors LLC |
944 |
- |
2024-03-31 |
17,493 |
$442,000 |
9,606 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
131 |
- |
2024-03-31 |
17,309 |
$437,000 |
-6,668 |
|
SPINNAKER TRUST |
208 |
*New |
2024-03-31 |
17,255 |
$436,000 |
17,255 |
|
Stratos Wealth Partners LTD. |
954 |
- |
2024-03-31 |
16,157 |
$408,000 |
15 |
|
CWM LLC |
1200 |
- |
2024-03-31 |
16,082 |
$406,000 |
-18,129 |
|
GOLDMAN SACHS GROUP INC/ |
4002 |
- |
2024-03-31 |
15,821 |
$400,000 |
-183,123 |
|
Archford Capital Strategies LLC |
193 |
- |
2024-03-31 |
15,728 |
$397,000 |
1,530 |
|
WRAPMANAGER INC |
143 |
- |
2024-03-31 |
15,632 |
$395,000 |
557 |
|
JANNEY MONTGOMERY SCOTT LLC |
2179 |
- |
2024-03-31 |
14,736 |
$372,000 |
5,144 |
|
Lido Advisors LLC |
885 |
- |
2024-03-31 |
14,394 |
$364,000 |
-107 |
|
Private Portfolio Partners LLC |
190 |
- |
2024-03-31 |
14,200 |
$359,000 |
0 |
|
Commonwealth Financial Services LLC |
120 |
- |
2024-03-31 |
13,206 |
$338,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1718 |
- |
2024-03-31 |
12,893 |
$326,000 |
1,123 |
|
Rockefeller Capital Management L.P. |
1567 |
- |
2024-03-31 |
12,601 |
$318,000 |
19 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2289 |
- |
2024-03-31 |
12,448 |
$315,000 |
-1,253 |
|
Advisor Group Holdings Inc. |
3286 |
- |
2024-03-31 |
12,350 |
$312,000 |
0 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
260 |
- |
2024-03-31 |
12,189 |
$308,000 |
0 |
|
Peloton Wealth Strategists |
82 |
- |
2024-03-31 |
12,000 |
$303,000 |
0 |
|
GTS SECURITIES LLC |
1027 |
*New |
2024-03-31 |
11,008 |
$278,000 |
11,008 |
|
JAMES INVESTMENT RESEARCH INC |
262 |
- |
2024-03-31 |
11,000 |
$278,000 |
1,000 |
|
MONECO Advisors LLC |
329 |
- |
2024-03-31 |
10,933 |
$276,000 |
0 |
|
Baird Financial Group Inc. |
1589 |
- |
2024-03-31 |
10,664 |
$269,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1316 |
- |
2024-03-31 |
10,163 |
$257,000 |
0 |
|
Parallel Advisors LLC |
779 |
- |
2024-03-31 |
9,716 |
$246,000 |
4,216 |
|
ARROW FINANCIAL CORP |
147 |
*New |
2023-12-31 |
9,385 |
$240,000 |
9,385 |
|
WealthBridge Capital Management LLC |
162 |
- |
2024-03-31 |
9,501 |
$240,000 |
-98 |
|
REGIONS FINANCIAL CORP |
776 |
*New |
2024-03-31 |
8,661 |
$219,000 |
8,661 |
|
FINANCIAL NETWORK |
2528 |
- |
2024-03-31 |
8,486 |
$214,000 |
8,486 |
|
MARINER WEALTH ADVISORS, LLC |
2750 |
- |
2024-03-31 |
8,089 |
$204,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
959 |
- |
2024-03-31 |
6,443 |
$163,000 |
0 |
|
|
100 Records found
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1
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