| |
Institutional
Holders
Total
Institutions:
 |
91  1 |
|
|
Total
shares held :
|
2,229,310 |
|
|
% of shares
held :
|
39.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-127,210 |
|
|
% of shares
held change :
|
-2.28% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
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/ |
1981 |
- |
2023-12-31 |
228,646 |
$15,825,000 |
339 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
592 |
- |
2024-03-31 |
97,737 |
$6,706,000 |
52,721 |
|
| Kure Advisory LLC |
8 |
- |
2024-03-31 |
80,805 |
$5,544,000 |
3,022 |
|
| MARINER WEALTH ADVISORS, LLC |
735 |
- |
2023-12-31 |
62,381 |
$4,317,000 |
7,953 |
|
| Applied Capital LLC |
11 |
- |
2024-03-31 |
59,015 |
$4,049,000 |
8,223 |
|
| Professional Financial Advisors LLC |
16 |
- |
2024-03-31 |
56,248 |
$3,859,000 |
20,108 |
|
| MORGAN STANLEY |
4147 |
- |
2023-12-31 |
44,615 |
$3,088,000 |
18,430 |
|
| Advisor Group Holdings Inc. |
1439 |
- |
2024-03-31 |
41,105 |
$2,820,000 |
5,548 |
|
| WELLS FARGO & CO/MN |
2355 |
- |
2024-03-31 |
40,208 |
$2,759,000 |
26,666 |
|
| 49 WEALTH MANAGEMENT LLC |
26 |
- |
2024-03-31 |
38,610 |
$2,628,000 |
3,487 |
|
| Sargent Bickham Lagudis LLC |
100 |
- |
2022-12-31 |
30,870 |
$2,070,000 |
8,071 |
|
| Perigon Wealth Management LLC |
262 |
- |
2024-03-31 |
26,507 |
$1,819,000 |
859 |
|
| BB&T CORP |
1303 |
- |
2023-12-31 |
24,962 |
$1,728,000 |
448 |
|
| VanderPol Investments L.L.C. |
9 |
- |
2024-03-31 |
18,342 |
$1,258,000 |
13,868 |
|
| SageView Advisory Group LLC |
204 |
- |
2024-03-31 |
19,816 |
$949,000 |
19,816 |
|
| Atria Wealth Solutions Inc. |
869 |
- |
2023-12-31 |
13,665 |
$946,000 |
387 |
|
| LPL FINANCIAL CORP |
3369 |
- |
2024-03-31 |
11,011 |
$755,000 |
2,893 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1963 |
- |
2023-12-31 |
10,610 |
$734,000 |
3,114 |
|
| CREATIVE PLANNING |
1440 |
- |
2023-12-31 |
10,502 |
$727,000 |
348 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2482 |
- |
2024-03-31 |
10,403 |
$714,000 |
41 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2255 |
- |
2024-03-31 |
10,245 |
$703,000 |
1,634 |
|
| Alhambra Investment Partners LLC |
72 |
- |
2024-03-31 |
9,929 |
$681,000 |
277 |
|
| St. James Investment Advisors LLC |
40 |
- |
2022-12-31 |
8,742 |
$586,000 |
5,577 |
|
| Opes Wealth Management LLC |
75 |
- |
2024-03-31 |
8,465 |
$581,000 |
3,550 |
|
| SWEENEY & MICHEL LLC |
54 |
- |
2023-09-30 |
8,558 |
$573,000 |
58 |
|
| AMERICAN INVESTMENT SERVICES INC. |
102 |
- |
2023-12-31 |
7,529 |
$521,000 |
3,117 |
|
| SAGE FINANCIAL GROUP INC |
78 |
- |
2024-03-31 |
5,768 |
$396,000 |
31 |
|
| Envestnet Portfolio Solutions Inc. |
1399 |
- |
2024-03-31 |
4,034 |
$277,000 |
80 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2903 |
- |
2024-03-31 |
3,323 |
$228,000 |
124 |
|
| Keener Financial Planning LLC |
43 |
- |
2024-03-31 |
2,836 |
$195,000 |
183 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
875 |
- |
2024-03-31 |
1,809 |
$124,000 |
314 |
|
| BANK OF MONTREAL /CAN/ |
2817 |
- |
2023-12-31 |
1,572 |
$110,000 |
1,490 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1167 |
- |
2024-03-31 |
1,123 |
$77,000 |
34 |
|
| Evolution Advisers Inc. |
74 |
- |
2024-03-31 |
996 |
$69,000 |
263 |
|
| PRINCIPAL SECURITIES INC. |
1890 |
- |
2024-03-31 |
366 |
$25,000 |
358 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
401 |
- |
2023-12-31 |
140 |
$10,000 |
140 |
|
| Peachtree Investment Partners LLC |
93 |
- |
2024-03-31 |
118 |
$8,000 |
3 |
|
|
37 Records found
|
1
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