| |
Institutional
Holders
Total
Institutions:
 |
66  9 |
|
|
Total
shares held :
|
6,018,455 |
|
|
% of shares
held :
|
6.69% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-41 |
|
|
Amount
of shares held :
|
-4,519,950 |
|
|
% of shares
held change :
|
-5.02% |
|
| 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/ |
1265 |
- |
2023-12-31 |
1,257,561 |
$42,292,000 |
-760,138 |
|
| AMERIPRISE FINANCIAL INC |
1311 |
- |
2023-12-31 |
548,553 |
$18,403,000 |
-229,796 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
343 |
- |
2023-12-31 |
393,726 |
$13,241,000 |
-271,508 |
|
| MORGAN STANLEY |
3083 |
- |
2023-12-31 |
390,633 |
$13,137,000 |
-205,414 |
|
| Geneos Wealth Management Inc. |
36 |
- |
2024-03-31 |
342,093 |
$11,987,000 |
-47,784 |
|
| Advisor Group Holdings Inc. |
633 |
- |
2024-03-31 |
316,657 |
$11,095,000 |
-3,363 |
|
| Soltis Investment Advisors LLC |
36 |
- |
2024-03-31 |
184,138 |
$6,452,000 |
-35,819 |
|
| LPL FINANCIAL CORP |
1743 |
- |
2024-03-31 |
147,058 |
$5,153,000 |
-36,040 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2069 |
- |
2023-12-31 |
112,726 |
$3,791,000 |
-29,825 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1583 |
- |
2024-03-31 |
62,566 |
$2,192,000 |
-128,106 |
|
| MULTIFINANCIAL SECURITIES CORP |
479 |
- |
2023-12-31 |
63,410 |
$2,132,000 |
-415 |
|
| Bickling Financial Services Inc. |
19 |
- |
2022-12-31 |
49,758 |
$2,013,000 |
-5,693 |
|
| PFG Advisors |
171 |
- |
2024-03-31 |
57,427 |
$2,012,000 |
-20,923 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1425 |
- |
2024-03-31 |
43,899 |
$1,538,000 |
-14,045 |
|
| RAYMOND JAMES & ASSOCIATES |
2313 |
- |
2024-03-31 |
43,678 |
$1,530,000 |
-3,762 |
|
| Change Path LLC |
214 |
- |
2023-12-31 |
38,428 |
$1,292,000 |
-585 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2683 |
- |
2024-03-31 |
25,956 |
$909,000 |
-9,406 |
|
| FINANCIAL ARCHITECTS INC |
162 |
- |
2023-06-30 |
21,274 |
$799,000 |
-54,411 |
|
| Trilogy Capital Inc. |
169 |
- |
2024-03-31 |
20,580 |
$721,000 |
-4,482 |
|
| UBS Group AG |
3735 |
- |
2023-12-31 |
19,447 |
$654,000 |
-3,145 |
|
| TOWER RESEARCH CAPITAL LLC |
1166 |
- |
2023-12-31 |
19,393 |
$652,000 |
-2,069 |
|
| HIGHTOWER ADVISORS, LLC |
2149 |
- |
2024-03-31 |
16,321 |
$571,000 |
-4,365 |
|
| White Knight Strategic Wealth Advisors LLC |
34 |
- |
2023-12-31 |
16,646 |
$560,000 |
-2,287 |
|
| Atria Wealth Solutions Inc. |
1205 |
- |
2023-12-31 |
14,597 |
$491,000 |
-6,683 |
|
| IHT Wealth Management LLC |
630 |
- |
2023-12-31 |
13,489 |
$454,000 |
-185 |
|
| GeoWealth Management LLC |
346 |
- |
2023-12-31 |
13,459 |
$452,000 |
-8,276 |
|
| LEAVELL T & ASSOCIATES INC |
386 |
- |
2024-03-31 |
10,747 |
$377,000 |
-377 |
|
| MML INVESTORS SERVICES LLC |
1927 |
- |
2023-12-31 |
10,816 |
$364,000 |
-4,921 |
|
| FINANCIAL NETWORK |
2115 |
- |
2023-12-31 |
10,591 |
$356,000 |
-4,009 |
|
| Integrated Advisors Network LLC |
563 |
- |
2024-03-31 |
9,285 |
$325,000 |
-10,384 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
625 |
- |
2023-12-31 |
8,409 |
$283,000 |
-3,219 |
|
| SILVER OAK SECURITIES Inc |
315 |
- |
2024-03-31 |
7,537 |
$264,000 |
-29,135 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3386 |
- |
2024-03-31 |
7,214 |
$253,000 |
-4,781 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2098 |
- |
2024-03-31 |
6,376 |
$223,000 |
-1,604 |
|
| BB&T CORP |
2434 |
- |
2023-12-31 |
6,190 |
$208,000 |
-120,644 |
|
| Steward Partners Investment Advisory LLC |
1838 |
- |
2023-12-31 |
2,023 |
$68,000 |
-7 |
|
| Tradition Wealth Management LLC |
682 |
- |
2023-12-31 |
1,157 |
$39,000 |
-703 |
|
| TUCKER ASSET MANAGEMENT LLC |
354 |
- |
2023-12-31 |
643 |
$22,000 |
-9 |
|
| CWM LLC |
3096 |
- |
2024-03-31 |
400 |
$14,000 |
-2,260 |
|
| IFP Advisors Inc |
2077 |
- |
2023-12-31 |
355 |
$12,000 |
-257 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1670 |
- |
2023-12-31 |
161 |
$5,000 |
-193 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1502 |
- |
2024-03-31 |
107 |
$4,000 |
-52,323 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1945 |
- |
2024-03-31 |
75 |
$3,000 |
-9,080 |
|
| FMR LLC |
4599 |
- |
2023-12-31 |
30 |
$1,000 |
-1,058 |
|
|
44 Records found
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1
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