|
Institutional
Holders
Total
Institutions:
|
90 1 |
|
Total
shares held :
|
2,361,033 |
|
% of shares
held :
|
26.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
Amount
of shares held :
|
275,703 |
|
% of shares
held change :
|
3.06% |
|
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/ |
2157 |
- |
2024-03-31 |
364,316 |
$14,966,000 |
320,479 |
|
RAYMOND JAMES & ASSOCIATES |
987 |
- |
2024-03-31 |
332,681 |
$13,667,000 |
22,988 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
794 |
- |
2024-03-31 |
246,146 |
$10,112,000 |
187,408 |
|
BAILARD BIEHL & KAISER INC |
97 |
- |
2024-03-31 |
199,467 |
$8,194,000 |
4,048 |
|
MARINER WEALTH ADVISORS, LLC |
674 |
- |
2024-03-31 |
140,273 |
$5,762,000 |
69,277 |
|
EASTERN BANK |
90 |
- |
2024-03-31 |
138,363 |
$5,684,000 |
8,418 |
|
Shira Ridge Wealth Management |
7 |
- |
2024-03-31 |
127,704 |
$5,246,000 |
-3,589 |
|
FRANKLIN RESOURCES INC |
1408 |
- |
2024-03-31 |
80,684 |
$3,314,000 |
350 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1500 |
- |
2024-03-31 |
71,103 |
$2,921,000 |
16,026 |
|
JNBA FINANCIAL ADVISORS |
52 |
- |
2024-03-31 |
61,329 |
$2,519,000 |
9,995 |
|
Steward Partners Investment Advisory LLC |
544 |
- |
2024-03-31 |
54,510 |
$2,239,000 |
53,728 |
|
ADVISORY SERVICES NETWORK, LLC |
431 |
- |
2024-03-31 |
53,269 |
$2,188,000 |
13,202 |
|
RVW Wealth LLC |
50 |
- |
2024-03-31 |
48,021 |
$1,973,000 |
-16,891 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
253 |
- |
2024-03-31 |
46,423 |
$1,907,000 |
3,320 |
|
ROYAL BANK OF CANADA |
2555 |
- |
2024-03-31 |
45,746 |
$1,879,000 |
34,382 |
|
Balanced Rock Investment Advisor |
19 |
- |
2024-03-31 |
41,756 |
$1,715,000 |
19,381 |
|
DOHJ LLC |
56 |
- |
2024-03-31 |
41,258 |
$1,695,000 |
10,335 |
|
CITADEL ADVISORS LLC |
2575 |
- |
2024-03-31 |
39,870 |
$1,638,000 |
-665 |
|
Advisor Group Holdings Inc. |
1961 |
- |
2024-03-31 |
35,344 |
$1,452,000 |
-6,146 |
|
GOULD ASSET MANAGEMENT LLC /CA/ |
38 |
- |
2024-03-31 |
34,445 |
$1,415,000 |
2,535 |
|
HIGHTOWER ADVISORS, LLC |
1637 |
- |
2024-03-31 |
31,235 |
$1,284,000 |
-2,173 |
|
Biltmore Family Office LLC |
68 |
- |
2024-03-31 |
31,248 |
$1,284,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3430 |
- |
2024-03-31 |
30,818 |
$1,266,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2341 |
- |
2024-03-31 |
28,547 |
$1,173,000 |
28,547 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1612 |
- |
2024-03-31 |
28,412 |
$1,167,000 |
513 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
88 |
*New |
2023-12-31 |
28,933 |
$1,092,000 |
28,933 |
|
JANE STREET GROUP LLC |
2970 |
- |
2024-03-31 |
26,565 |
$1,091,000 |
26,565 |
|
LPL FINANCIAL CORP |
3051 |
- |
2024-03-31 |
26,450 |
$1,087,000 |
-18,777 |
|
Cetera Investment Advisers |
2001 |
- |
2024-03-31 |
26,302 |
$1,080,000 |
20,388 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
310 |
- |
2024-03-31 |
25,811 |
$1,060,000 |
3,924 |
|
SAGE FINANCIAL GROUP INC |
49 |
- |
2024-03-31 |
23,284 |
$956,000 |
2,452 |
|
ENVESTNET ASSET MANAGEMENT INC |
3091 |
- |
2024-03-31 |
21,379 |
$878,000 |
-1,573 |
|
Fortis Capital Management LLC |
69 |
- |
2024-03-31 |
21,096 |
$867,000 |
53 |
|
WHITTIER TRUST CO |
392 |
- |
2024-03-31 |
20,167 |
$828,000 |
0 |
|
Affiance Financial LLC |
54 |
- |
2024-03-31 |
19,795 |
$813,000 |
-17,685 |
|
DAVIDSON D A & CO |
828 |
- |
2024-03-31 |
18,291 |
$751,000 |
2,325 |
|
Opes Wealth Management LLC |
66 |
- |
2024-03-31 |
18,203 |
$748,000 |
73 |
|
Congress Wealth Management LLC / DE / |
402 |
- |
2024-03-31 |
17,849 |
$733,000 |
-87 |
|
COLONY GROUP, LLC |
662 |
- |
2024-03-31 |
16,976 |
$697,000 |
-3,095 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
178 |
- |
2024-03-31 |
16,919 |
$695,000 |
96 |
|
Atlantic Private Wealth LLC |
16 |
- |
2024-03-31 |
16,397 |
$674,000 |
8 |
|
MULTIFINANCIAL SECURITIES CORP |
1423 |
- |
2024-03-31 |
15,910 |
$654,000 |
-3,217 |
|
PORTLAND GLOBAL ADVISORS LLC |
82 |
*New |
2024-03-31 |
14,740 |
$606,000 |
14,740 |
|
Better Money Decisions LLC |
35 |
- |
2024-03-31 |
14,695 |
$604,000 |
-3 |
|
COLONY GROUP LLC |
523 |
- |
2023-09-30 |
17,568 |
$595,000 |
2,651 |
|
Baird Financial Group Inc. |
1328 |
- |
2024-03-31 |
14,224 |
$584,000 |
5,753 |
|
CI Private Wealth LLC |
1578 |
*New |
2024-03-31 |
13,362 |
$549,000 |
13,362 |
|
CAPTRUST FINANCIAL ADVISORS |
1430 |
- |
2024-03-31 |
13,352 |
$549,000 |
1,283 |
|
FIRST UNITED BANK TRUST/ |
101 |
- |
2024-03-31 |
12,565 |
$516,000 |
-100 |
|
Topel & Distasi Wealth Management LLC |
57 |
- |
2024-03-31 |
12,489 |
$513,000 |
943 |
|
Petix & Botte Co |
93 |
*New |
2024-03-31 |
12,489 |
$513,000 |
12,489 |
|
Optas LLC |
88 |
- |
2024-03-31 |
12,351 |
$507,000 |
3,389 |
|
Stratos Wealth Partners LTD. |
894 |
- |
2024-03-31 |
11,817 |
$485,000 |
2,752 |
|
HILLTOP WEALTH ADVISORS LLC |
36 |
- |
2024-03-31 |
11,466 |
$471,000 |
-4,707 |
|
Capital Analysts Inc. |
334 |
*New |
2024-03-31 |
10,359 |
$426,000 |
10,359 |
|
CREATIVE PLANNING |
1968 |
- |
2024-03-31 |
10,327 |
$424,000 |
6 |
|
Carr Financial Group Corp |
116 |
*New |
2024-03-31 |
10,000 |
$411,000 |
10,000 |
|
Armbruster Capital Management Inc. |
87 |
- |
2024-03-31 |
9,425 |
$387,000 |
900 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1792 |
- |
2024-03-31 |
8,651 |
$355,000 |
-97 |
|
BB&T CORP |
2211 |
- |
2024-03-31 |
8,027 |
$330,000 |
313 |
|
REGATTA CAPITAL GROUP LLC |
146 |
- |
2024-03-31 |
7,943 |
$326,000 |
-1,245 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1514 |
- |
2024-03-31 |
7,903 |
$325,000 |
-3,085 |
|
WRAPMANAGER INC |
181 |
- |
2024-03-31 |
7,906 |
$325,000 |
-44,613 |
|
Sound View Wealth Advisors Group LLC |
295 |
- |
2024-03-31 |
7,798 |
$320,000 |
-15 |
|
NAPATREE CAPITAL LLC |
94 |
- |
2024-03-31 |
8,271 |
$317,000 |
-103 |
|
ALESCO ADVISORS LLC |
149 |
- |
2024-03-31 |
7,545 |
$310,000 |
1,870 |
|
MML INVESTORS SERVICES LLC |
2088 |
- |
2024-03-31 |
7,450 |
$306,000 |
699 |
|
Eley Financial Management Inc |
64 |
*New |
2024-03-31 |
7,330 |
$301,000 |
7,330 |
|
Magnus Financial Group LLC |
251 |
*New |
2024-03-31 |
7,238 |
$297,000 |
7,238 |
|
Tarbox Group Inc. |
91 |
- |
2024-03-31 |
6,562 |
$270,000 |
283 |
|
Mascoma Wealth Management LLC |
84 |
- |
2024-03-31 |
6,306 |
$259,000 |
-4,114 |
|
Pathway Financial Advisors LLC |
138 |
*New |
2024-03-31 |
6,038 |
$248,000 |
6,038 |
|
DAVENPORT & CO LLC |
982 |
- |
2024-03-31 |
5,929 |
$244,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
960 |
- |
2024-03-31 |
5,872 |
$241,000 |
-253 |
|
Chicago Partners Investment Group LLC |
648 |
- |
2024-03-31 |
5,928 |
$231,000 |
435 |
|
Financial Council Asset Management Inc |
70 |
- |
2024-03-31 |
5,599 |
$230,000 |
3 |
|
KISTLERTIFFANY COMPANIES, LLC |
341 |
- |
2023-06-30 |
4,448 |
$158,000 |
0 |
|
Armor Investment Advisors LLC |
107 |
- |
2024-03-31 |
3,736 |
$153,000 |
38 |
|
Stephens Consulting LLC |
116 |
*New |
2024-03-31 |
2,810 |
$115,000 |
2,810 |
|
MOGY JOEL R INVESTMENT COUNSEL INC |
107 |
*New |
2024-03-31 |
2,650 |
$109,000 |
2,650 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
87 |
- |
2024-03-31 |
2,523 |
$104,000 |
74 |
|
HARBOUR INVESTMENTS INC. |
1205 |
- |
2023-12-31 |
2,200 |
$83,000 |
0 |
|
DEUTSCHE BANK AG |
3176 |
- |
2024-03-31 |
1,850 |
$76,000 |
125 |
|
Coastal Capital Group Inc. |
186 |
- |
2023-06-30 |
1,922 |
$68,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
428 |
- |
2022-12-31 |
1,765 |
$58,000 |
0 |
|
US BANCORP |
2684 |
- |
2024-03-31 |
1,186 |
$49,000 |
-640 |
|
Global Retirement Partners LLC |
1411 |
- |
2024-03-31 |
1,195 |
$49,000 |
3 |
|
ARMSTRONG ADVISORY GROUP INC |
347 |
- |
2024-03-31 |
1,304 |
$49,000 |
0 |
|
SMITHFIELD TRUST CO |
572 |
- |
2024-03-31 |
1,112 |
$47,000 |
0 |
|
McIlrath & Eck LLC |
293 |
- |
2024-03-31 |
1,083 |
$44,000 |
0 |
|
CWM LLC |
2353 |
- |
2024-03-31 |
1,066 |
$44,000 |
0 |
|
TRUST CO OF VERMONT |
524 |
*New |
2024-03-31 |
949 |
$39,000 |
949 |
|
Wells Financial Advisors INC |
57 |
- |
2024-03-31 |
883 |
$36,000 |
-82 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
719 |
- |
2024-03-31 |
850 |
$35,000 |
0 |
|
BARTLETT & CO. LLC |
764 |
- |
2023-12-31 |
850 |
$32,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
413 |
- |
2024-03-31 |
720 |
$30,000 |
432 |
|
WHITTIER TRUST CO OF NEVADA INC |
780 |
- |
2024-03-31 |
710 |
$29,000 |
0 |
|
GHP INVESTMENT ADVISORS INC |
549 |
- |
2024-03-31 |
667 |
$27,000 |
1 |
|
WFA of San Diego LLC |
219 |
- |
2023-09-30 |
791 |
$27,000 |
0 |
|
Fernwood Investment Management LLC |
422 |
*New |
2024-03-31 |
605 |
$25,000 |
605 |
|
|
100 Records found
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1
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