|
Institutional
Holders
Total
Institutions:
|
151 32 |
|
Total
shares held :
|
12,077,626 |
|
% of shares
held :
|
32.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
80 |
|
Amount
of shares held :
|
3,714,777 |
|
% of shares
held change :
|
9.94% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.07 |
|
Last
Quarter's Ending
Price :
|
$31.18 |
|
Last
Quarter's Average
Price :
|
$28.59 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.06 (14.2%) |
|
|
|
|
|
|
|
|
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/ |
862 |
- |
2023-12-31 |
3,046,570 |
$94,992,000 |
1,300,060 |
|
LPL FINANCIAL CORP |
722 |
- |
2023-12-31 |
914,120 |
$28,502,000 |
363,407 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
287 |
- |
2024-03-31 |
698,003 |
$23,704,000 |
50,485 |
|
BANK OF MONTREAL /CAN/ |
722 |
- |
2023-12-31 |
562,881 |
$17,658,000 |
534,419 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
435,692 |
$13,585,000 |
14,255 |
|
J P MORGAN CHASE & CO |
1874 |
- |
2023-12-31 |
402,962 |
$12,564,000 |
162,324 |
|
Main Management ETF Advisors LLC |
19 |
- |
2023-12-31 |
402,415 |
$12,547,000 |
171,310 |
|
MORGAN STANLEY |
3196 |
- |
2023-12-31 |
365,904 |
$11,409,000 |
337,109 |
|
MML INVESTORS SERVICES LLC |
401 |
- |
2023-12-31 |
292,217 |
$9,111,000 |
28,334 |
|
Archford Capital Strategies LLC |
27 |
- |
2024-03-31 |
165,472 |
$5,619,000 |
17,763 |
|
ROYAL BANK OF CANADA |
1846 |
- |
2023-12-31 |
168,373 |
$5,250,000 |
89,639 |
|
RAYMOND JAMES & ASSOCIATES |
1560 |
- |
2024-03-31 |
149,940 |
$5,092,000 |
105,682 |
|
Curtis Advisory Group LLC |
16 |
- |
2023-12-31 |
136,883 |
$4,268,000 |
1,883 |
|
Proficio Capital Partners LLC |
35 |
- |
2023-12-31 |
135,459 |
$4,224,000 |
68,825 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
860 |
- |
2024-03-31 |
119,592 |
$4,061,000 |
56,866 |
|
ENVESTNET ASSET MANAGEMENT INC |
2187 |
- |
2023-12-31 |
100,681 |
$3,139,000 |
16,460 |
|
Atria Wealth Solutions Inc. |
486 |
- |
2023-12-31 |
90,460 |
$2,822,000 |
7,265 |
|
FINANCIAL NETWORK |
819 |
- |
2023-12-31 |
89,423 |
$2,788,000 |
36,467 |
|
Kestra Advisory Services LLC |
686 |
- |
2023-12-31 |
81,906 |
$2,554,000 |
63,557 |
|
Advisor Group Holdings Inc. |
1672 |
- |
2023-12-31 |
81,811 |
$2,551,000 |
26,159 |
|
CENTAURUS FINANCIAL INC. |
119 |
- |
2023-12-31 |
77,503 |
$2,417,000 |
69,180 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1582 |
- |
2024-03-31 |
64,587 |
$2,193,000 |
25,456 |
|
Financial Freedom LLC |
20 |
- |
2024-03-31 |
62,138 |
$2,110,000 |
15,948 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
716 |
- |
2023-09-30 |
78,064 |
$2,101,000 |
14,419 |
|
Qube Research & Technologies Ltd |
1284 |
- |
2023-12-31 |
65,543 |
$2,044,000 |
64,328 |
|
H D Vest Advisory Services |
511 |
- |
2023-12-31 |
61,616 |
$1,921,000 |
8,832 |
|
Riggs Asset Managment Co. Inc. |
55 |
- |
2023-12-31 |
58,647 |
$1,829,000 |
5,692 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1728 |
- |
2023-12-31 |
58,258 |
$1,816,000 |
26,511 |
|
Clear Creek Financial Management LLC |
94 |
- |
2024-03-31 |
49,438 |
$1,679,000 |
40,170 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
394 |
- |
2023-12-31 |
53,434 |
$1,666,000 |
38,824 |
|
Global Retirement Partners LLC |
268 |
- |
2024-03-31 |
47,158 |
$1,601,000 |
46,615 |
|
Rockefeller Capital Management L.P. |
1001 |
- |
2023-12-31 |
49,154 |
$1,533,000 |
24,373 |
|
Stratos Wealth Partners LTD. |
557 |
- |
2024-03-31 |
37,348 |
$1,268,000 |
20,403 |
|
Clal Insurance Enterprises Holdings Ltd |
95 |
- |
2023-12-31 |
36,018 |
$1,124,000 |
25,730 |
|
STIFEL FINANCIAL CORP |
2108 |
- |
2023-12-31 |
33,503 |
$1,045,000 |
5,826 |
|
Anson Capital Inc. |
18 |
- |
2023-12-31 |
32,784 |
$1,022,000 |
3,185 |
|
GREAT VALLEY ADVISOR GROUP INC. |
347 |
- |
2023-12-31 |
30,721 |
$958,000 |
16,530 |
|
DAVIDSON D A & CO |
732 |
- |
2023-12-31 |
29,848 |
$931,000 |
9,168 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
29,475 |
$919,000 |
17,478 |
|
HIGHTOWER ADVISORS, LLC |
1906 |
- |
2023-12-31 |
26,005 |
$813,000 |
3,746 |
|
CITADEL ADVISORS LLC |
3136 |
- |
2023-12-31 |
25,801 |
$804,000 |
14,547 |
|
Fundamentun LLC |
120 |
- |
2024-03-31 |
22,177 |
$753,000 |
15,405 |
|
OPPENHEIMER & CO INC |
855 |
- |
2023-12-31 |
22,230 |
$693,000 |
11,645 |
|
Relyea Zuckerberg Hanson LLC |
92 |
- |
2024-03-31 |
20,375 |
$692,000 |
11 |
|
Belpointe Asset Management LLC |
309 |
- |
2023-12-31 |
19,974 |
$623,000 |
9,892 |
|
Farther Finance Advisors LLC |
320 |
- |
2023-12-31 |
18,613 |
$580,000 |
10,860 |
|
MARINER WEALTH ADVISORS, LLC |
1854 |
- |
2023-12-31 |
18,344 |
$572,000 |
9,934 |
|
COMERICA BANK |
1827 |
- |
2023-12-31 |
17,337 |
$541,000 |
9,246 |
|
YALE CAPITAL CORP |
305 |
- |
2023-12-31 |
17,230 |
$537,000 |
730 |
|
Ronald Blue Trust Inc. |
253 |
- |
2023-12-31 |
17,764 |
$478,000 |
1,837 |
|
Southland Equity Partners LLC |
108 |
- |
2024-03-31 |
13,873 |
$471,000 |
4,498 |
|
LOWERY THOMAS LLC |
40 |
- |
2023-12-31 |
14,053 |
$438,000 |
1,300 |
|
Stratos Wealth Advisors LLC |
496 |
- |
2024-03-31 |
12,266 |
$417,000 |
321 |
|
NovaPoint Capital LLC |
94 |
- |
2024-03-31 |
11,888 |
$404,000 |
4,198 |
|
CREATIVE PLANNING |
1893 |
- |
2023-12-31 |
12,278 |
$383,000 |
1,880 |
|
Resources Investment Advisors Inc. |
826 |
- |
2023-12-31 |
12,109 |
$378,000 |
2,089 |
|
Spire Wealth Management |
615 |
- |
2024-03-31 |
10,370 |
$352,000 |
584 |
|
AdvisorNet Financial Inc |
363 |
- |
2024-03-31 |
10,296 |
$350,000 |
51 |
|
Lindbrook Capital LLC |
262 |
- |
2024-03-31 |
10,069 |
$342,000 |
545 |
|
Sweet Financial Partners LLC |
152 |
- |
2024-03-31 |
10,027 |
$341,000 |
1,027 |
|
Alhambra Investment Partners LLC |
120 |
- |
2024-03-31 |
9,803 |
$333,000 |
961 |
|
SIMPLEX TRADING LLC |
837 |
- |
2024-03-31 |
8,549 |
$290,000 |
6,052 |
|
Banque Cantonale Vaudoise |
542 |
- |
2024-03-31 |
7,058 |
$240,000 |
1,878 |
|
WELLS FARGO & CO/MN |
3805 |
- |
2023-12-31 |
7,476 |
$233,000 |
7,476 |
|
NBC SECURITIES INC. |
723 |
- |
2024-03-31 |
6,394 |
$217,000 |
4,260 |
|
SALEM INVESTMENT COUNSELORS INC |
348 |
- |
2024-03-31 |
6,313 |
$214,000 |
1,578 |
|
Sunbelt Securities Inc. |
550 |
- |
2024-03-31 |
5,404 |
$184,000 |
5,400 |
|
PNC FINANCIAL SERVICES GROUP INC |
2290 |
- |
2023-12-31 |
5,261 |
$164,000 |
389 |
|
ADIRONDACK TRUST CO |
148 |
- |
2024-03-31 |
4,593 |
$156,000 |
253 |
|
Westside Investment Management Inc. |
238 |
- |
2024-03-31 |
4,500 |
$153,000 |
1,900 |
|
IFP Advisors Inc |
1101 |
- |
2023-12-31 |
4,523 |
$141,000 |
153 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1740 |
- |
2023-12-31 |
3,528 |
$110,000 |
1,242 |
|
HANSON MCCLAIN, INC. |
1035 |
- |
2024-03-31 |
2,746 |
$93,000 |
759 |
|
CWM LLC |
1921 |
- |
2024-03-31 |
2,637 |
$90,000 |
620 |
|
HARBOUR INVESTMENTS INC. |
1386 |
- |
2023-12-31 |
1,890 |
$59,000 |
623 |
|
Steward Partners Investment Advisory LLC |
1927 |
- |
2023-12-31 |
1,804 |
$56,000 |
804 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
588 |
- |
2023-12-31 |
1,600 |
$50,000 |
200 |
|
Capital Investment Advisory Services LLC |
749 |
- |
2024-03-31 |
609 |
$21,000 |
609 |
|
HOLLENCREST SECURITIES LLC |
671 |
- |
2023-12-31 |
500 |
$16,000 |
500 |
|
|
79 Records found
|
1
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