|
Institutional
Holders
Total
Institutions:
|
42 2 |
|
Total
shares held :
|
2,361,006 |
|
% of shares
held :
|
30.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
7,621 |
|
% of shares
held change :
|
0.1% |
|
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 |
PINNACLE FINANCIAL PARTNERS INC |
68 |
- |
2024-03-31 |
385,980 |
$19,425,000 |
31,252 |
|
GREAT VALLEY ADVISOR GROUP INC. |
50 |
- |
2024-03-31 |
319,089 |
$16,059,000 |
27,339 |
|
MORGAN STANLEY |
2998 |
- |
2024-03-31 |
285,484 |
$14,367,000 |
-12,826 |
|
LPL FINANCIAL CORP |
1150 |
- |
2024-03-31 |
262,107 |
$13,191,000 |
-42,274 |
|
Investors Research Corp |
9 |
- |
2024-03-31 |
188,839 |
$9,504,000 |
5,194 |
|
BANK OF AMERICA CORP /DE/ |
2986 |
- |
2024-03-31 |
95,710 |
$4,817,000 |
13,261 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1200 |
- |
2024-03-31 |
93,763 |
$4,719,000 |
-19,071 |
|
DDD Partners LLC |
41 |
- |
2024-03-31 |
85,173 |
$4,286,000 |
7,332 |
|
Gladstone Institutional Advisory LLC |
122 |
- |
2024-03-31 |
82,217 |
$4,138,000 |
4,003 |
|
STIFEL FINANCIAL CORP |
1330 |
- |
2024-03-31 |
71,700 |
$3,608,000 |
1,628 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
681 |
- |
2024-03-31 |
59,970 |
$3,018,000 |
1,116 |
|
MONEY CONCEPTS CAPITAL CORP |
101 |
- |
2024-03-31 |
56,670 |
$2,852,000 |
-1,133 |
|
RAYMOND JAMES & ASSOCIATES |
2079 |
- |
2024-03-31 |
44,162 |
$2,223,000 |
-86,173 |
|
WELLS FARGO & CO/MN |
2743 |
- |
2024-03-31 |
30,377 |
$1,529,000 |
-7,181 |
|
GTS SECURITIES LLC |
421 |
*New |
2024-03-31 |
29,805 |
$1,500,000 |
29,805 |
|
Advisor Group Holdings Inc. |
1947 |
- |
2024-03-31 |
29,148 |
$1,463,000 |
-3,620 |
|
Keystone Financial Group |
85 |
- |
2024-03-31 |
28,190 |
$1,419,000 |
-412 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2378 |
*New |
2024-03-31 |
22,723 |
$1,144,000 |
22,723 |
|
CITADEL ADVISORS LLC |
2981 |
*New |
2024-03-31 |
21,604 |
$1,087,000 |
21,604 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1695 |
- |
2024-03-31 |
20,671 |
$1,040,000 |
4 |
|
ROYAL BANK OF CANADA |
3100 |
- |
2024-03-31 |
16,815 |
$847,000 |
12,295 |
|
Apella Capital LLC |
155 |
- |
2024-03-31 |
16,611 |
$824,000 |
-2,960 |
|
FINANCIAL NETWORK |
1607 |
- |
2024-03-31 |
15,665 |
$788,000 |
2,572 |
|
ENVESTNET ASSET MANAGEMENT INC |
3171 |
*New |
2024-03-31 |
15,197 |
$765,000 |
15,197 |
|
KLR INVESTMENT ADVISORS LLC |
43 |
*New |
2024-03-31 |
15,660 |
$754,000 |
15,660 |
|
ADVISORY SERVICES NETWORK, LLC |
902 |
- |
2024-03-31 |
11,395 |
$573,000 |
-400 |
|
Integrated Wealth Concepts LLC |
992 |
- |
2024-03-31 |
11,212 |
$564,000 |
645 |
|
Baird Financial Group Inc. |
1396 |
- |
2024-03-31 |
9,551 |
$481,000 |
-446 |
|
Lakeview Capital Partners LLC |
261 |
- |
2024-03-31 |
8,834 |
$445,000 |
812 |
|
HANSON MCCLAIN, INC. |
588 |
- |
2024-03-31 |
8,217 |
$414,000 |
0 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
41 |
- |
2023-03-31 |
8,501 |
$385,000 |
-1,000 |
|
STEPHENS INC /AR/ |
927 |
- |
2024-03-31 |
7,497 |
$377,000 |
29 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
336 |
- |
2024-03-31 |
7,238 |
$364,000 |
461 |
|
Western Wealth Management LLC |
467 |
- |
2024-03-31 |
6,783 |
$341,000 |
-4,802 |
|
Landmark Wealth Management LLC |
58 |
- |
2024-03-31 |
6,742 |
$339,000 |
5 |
|
Scarborough Advisors LLC |
60 |
- |
2024-03-31 |
2,630 |
$132,000 |
9 |
|
Steward Partners Investment Advisory LLC |
1971 |
- |
2024-03-31 |
1,300 |
$65,000 |
0 |
|
Sunbelt Securities Inc. |
829 |
- |
2024-03-31 |
1,135 |
$57,000 |
-780 |
|
PRIVATE TRUST CO NA |
1285 |
- |
2024-03-31 |
623 |
$31,000 |
-1,094 |
|
Geneos Wealth Management Inc. |
1244 |
- |
2024-03-31 |
600 |
$30,000 |
-125 |
|
FIFTH THIRD BANCORP |
1598 |
- |
2024-03-31 |
503 |
$25,000 |
-364 |
|
COMERICA BANK |
3003 |
- |
2024-03-31 |
411 |
$21,000 |
0 |
|
Ahrens Investment Partners LLC |
651 |
*New |
2023-03-31 |
200 |
$9,000 |
200 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
631 |
- |
2024-03-31 |
150 |
$8,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4432 |
*New |
2024-03-31 |
127 |
$6,000 |
127 |
|
Coston McIsaac & Partners |
481 |
- |
2024-03-31 |
87 |
$4,000 |
0 |
|
FMR LLC |
4593 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3523 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
IFP Advisors Inc |
2993 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,385 |
|
Newbridge Financial Services Group Inc. |
1247 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,070 |
|
CENTAURUS FINANCIAL INC. |
852 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,971 |
|
|
51 Records found
|
1
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