|
Institutional
Holders
Total
Institutions:
|
110 16 |
|
Total
shares held :
|
22,348,331 |
|
% of shares
held :
|
99.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
65 |
|
Amount
of shares held :
|
6,167,696 |
|
% of shares
held change :
|
27.41% |
|
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 |
MORGAN STANLEY |
1704 |
- |
2023-12-31 |
2,753,946 |
$51,072,000 |
688,610 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
18 |
- |
2024-03-31 |
2,413,167 |
$44,161,000 |
329,145 |
|
WELLS FARGO & CO/MN |
833 |
- |
2024-03-31 |
1,984,128 |
$36,310,000 |
692,541 |
|
EASTERN BANK |
21 |
- |
2024-03-31 |
1,663,758 |
$30,447,000 |
115,803 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
22 |
- |
2024-03-31 |
1,161,068 |
$21,248,000 |
184,079 |
|
LPL FINANCIAL CORP |
925 |
- |
2024-03-31 |
1,138,645 |
$20,837,000 |
519,114 |
|
JANNEY MONTGOMERY SCOTT LLC |
316 |
- |
2024-03-31 |
1,123,691 |
$20,564,000 |
228,700 |
|
Aptus Capital Advisors LLC |
40 |
- |
2023-12-31 |
1,019,823 |
$18,913,000 |
312,075 |
|
JANE STREET GROUP LLC |
586 |
- |
2023-12-31 |
978,317 |
$18,143,000 |
481,050 |
|
Motley Fool Wealth Management LLC |
38 |
- |
2024-03-31 |
797,984 |
$14,603,000 |
31,889 |
|
RAYMOND JAMES & ASSOCIATES |
970 |
- |
2024-03-31 |
759,524 |
$13,899,000 |
394,038 |
|
UBS Group AG |
1324 |
- |
2023-12-31 |
672,088 |
$12,464,000 |
248,987 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
51 |
*New |
2024-03-31 |
673,080 |
$12,317,000 |
673,080 |
|
GILL CAPITAL PARTNERS LLC |
4 |
- |
2024-03-31 |
650,928 |
$11,658,000 |
3,717 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
737 |
- |
2024-03-31 |
623,437 |
$11,409,000 |
99,265 |
|
Union Bankshares Corp |
22 |
- |
2024-03-31 |
597,486 |
$10,934,000 |
104,157 |
|
BANK OF AMERICA CORP /DE/ |
2350 |
- |
2023-12-31 |
555,681 |
$10,305,000 |
81,398 |
|
CWM LLC |
301 |
*New |
2024-03-31 |
511,801 |
$9,366,000 |
511,801 |
|
COOKSON PEIRCE & CO INC |
53 |
- |
2024-03-31 |
511,773 |
$9,365,000 |
40,351 |
|
Vishria Bird Financial Group LLC |
10 |
*New |
2024-03-31 |
462,577 |
$8,465,000 |
462,577 |
|
INVESCO LTD |
1889 |
- |
2023-12-31 |
451,756 |
$8,378,000 |
114,864 |
|
Asset Dedication LLC |
30 |
- |
2024-03-31 |
451,427 |
$8,242,000 |
116,396 |
|
ROYAL BANK OF CANADA |
1705 |
- |
2023-12-31 |
360,852 |
$6,693,000 |
137,831 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
158 |
*New |
2024-03-31 |
357,099 |
$6,535,000 |
357,099 |
|
TCG Advisory Services LLC |
74 |
- |
2024-03-31 |
343,601 |
$6,288,000 |
92,335 |
|
Marietta Wealth Management LLC |
45 |
- |
2024-03-31 |
315,281 |
$5,770,000 |
23,425 |
|
COLONY GROUP, LLC |
229 |
*New |
2023-12-31 |
278,243 |
$5,161,000 |
278,243 |
|
Legacy CG LLC |
27 |
*New |
2024-03-31 |
260,766 |
$4,772,000 |
260,766 |
|
COLONY GROUP LLC |
227 |
- |
2023-09-30 |
252,394 |
$4,424,000 |
-8,485 |
|
Goepper Burkhardt LLC |
16 |
- |
2023-12-31 |
229,950 |
$4,210,000 |
128,200 |
|
Horizons Wealth Management |
15 |
- |
2024-03-31 |
208,906 |
$3,874,000 |
0 |
|
Advisor Group Holdings Inc. |
1224 |
- |
2024-03-31 |
208,021 |
$3,807,000 |
64,259 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
62 |
- |
2024-03-31 |
168,744 |
$3,088,000 |
47,134 |
|
Steward Partners Investment Advisory LLC |
387 |
- |
2023-12-31 |
166,453 |
$3,087,000 |
-209 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
20 |
- |
2024-03-31 |
160,726 |
$2,941,000 |
-665 |
|
Addison Advisors LLC |
25 |
- |
2024-03-31 |
160,486 |
$2,937,000 |
15,441 |
|
Matthew Goff Investment Advisor LLC |
39 |
- |
2024-03-31 |
152,009 |
$2,782,000 |
-875 |
|
NOVARE CAPITAL MANAGEMENT LLC |
78 |
- |
2024-03-31 |
144,999 |
$2,653,000 |
18,542 |
|
Souders Financial Advisors |
64 |
*New |
2024-03-31 |
142,707 |
$2,612,000 |
142,707 |
|
AA Financial Advisors LLC |
30 |
*New |
2024-03-31 |
141,523 |
$2,590,000 |
141,523 |
|
Private Advisor Group LLC |
713 |
- |
2024-03-31 |
133,712 |
$2,447,000 |
120,015 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
162 |
- |
2024-03-31 |
131,413 |
$2,405,000 |
15,329 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
201 |
- |
2024-03-31 |
122,025 |
$2,233,000 |
45,235 |
|
MONECO Advisors LLC |
79 |
- |
2024-03-31 |
120,740 |
$2,210,000 |
72,941 |
|
Secure Asset Management LLC |
41 |
- |
2024-03-31 |
118,813 |
$2,174,000 |
3,261 |
|
Oliver Luxxe Assets LLC |
77 |
- |
2024-03-31 |
101,939 |
$1,865,000 |
59,834 |
|
Kestra Advisory Services LLC |
818 |
- |
2023-12-31 |
100,589 |
$1,865,000 |
90,533 |
|
Ironwood Wealth Management llc |
48 |
- |
2024-03-31 |
98,940 |
$1,811,000 |
-2,176 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1894 |
- |
2024-03-31 |
88,724 |
$1,624,000 |
11,403 |
|
STIFEL FINANCIAL CORP |
1814 |
- |
2023-12-31 |
86,489 |
$1,604,000 |
5,359 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
24 |
- |
2024-03-31 |
78,826 |
$1,443,000 |
807 |
|
FINANCIAL ADVISORY GROUP |
41 |
- |
2024-03-31 |
75,724 |
$1,386,000 |
8,945 |
|
Straight Path Wealth Management |
19 |
- |
2024-03-31 |
75,467 |
$1,381,000 |
35,725 |
|
BCS Wealth Management |
54 |
- |
2024-03-31 |
73,876 |
$1,352,000 |
35,714 |
|
AMERIPRISE FINANCIAL INC |
2996 |
- |
2023-12-31 |
72,461 |
$1,344,000 |
19,915 |
|
ENVESTNET ASSET MANAGEMENT INC |
2709 |
- |
2023-12-31 |
71,557 |
$1,327,000 |
15,565 |
|
DAVIS R M INC |
141 |
- |
2024-03-31 |
69,825 |
$1,278,000 |
40,082 |
|
SAWGRASS ASSET MANAGEMENT LLC |
91 |
- |
2023-12-31 |
64,892 |
$1,203,000 |
11,418 |
|
BUTENSKY & COHEN FINANCIAL SECURITY INC |
74 |
- |
2024-03-31 |
60,038 |
$1,099,000 |
1,558 |
|
MML INVESTORS SERVICES LLC |
1326 |
- |
2023-12-31 |
56,817 |
$1,054,000 |
2,228 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
147 |
- |
2024-03-31 |
50,930 |
$932,000 |
30,160 |
|
Hobbs Group Advisors LLC |
42 |
- |
2023-12-31 |
49,980 |
$927,000 |
0 |
|
SHUFRO ROSE & CO LLC |
114 |
*New |
2024-03-31 |
50,102 |
$917,000 |
50,102 |
|
Baird Financial Group Inc. |
1175 |
- |
2023-12-31 |
47,644 |
$884,000 |
11,677 |
|
Western Financial Corp/CA |
58 |
- |
2024-03-31 |
47,893 |
$876,000 |
3,609 |
|
Ellevest Inc. |
105 |
- |
2023-12-31 |
44,431 |
$824,000 |
13,334 |
|
4Thought Financial Group Inc. |
21 |
- |
2024-03-31 |
43,183 |
$790,000 |
-382 |
|
CAPTRUST FINANCIAL ADVISORS |
1423 |
- |
2023-12-31 |
42,140 |
$781,000 |
24,222 |
|
Red Spruce Capital LLC |
75 |
- |
2024-03-31 |
38,701 |
$708,000 |
12,938 |
|
Apella Capital LLC |
168 |
- |
2024-03-31 |
37,561 |
$683,000 |
-347 |
|
Equitable Holdings Inc. |
692 |
- |
2023-12-31 |
34,727 |
$644,000 |
18,993 |
|
STEPHENS INC /AR/ |
671 |
- |
2023-12-31 |
33,737 |
$626,000 |
11,072 |
|
SFE INVESTMENT COUNSEL |
90 |
*New |
2024-03-31 |
33,848 |
$619,000 |
33,848 |
|
Kohmann Bosshard Financial Services LLC |
100 |
- |
2024-03-31 |
32,772 |
$600,000 |
7,795 |
|
H D Vest Advisory Services |
965 |
- |
2024-03-31 |
31,776 |
$582,000 |
8,836 |
|
Independence Bank of Kentucky |
138 |
- |
2024-03-31 |
31,288 |
$573,000 |
11,369 |
|
J P MORGAN CHASE & CO |
3735 |
*New |
2024-03-31 |
27,217 |
$498,000 |
27,217 |
|
TLWM |
63 |
- |
2024-03-31 |
27,154 |
$497,000 |
10,000 |
|
Cetera Investment Advisers |
1497 |
*New |
2023-12-31 |
26,471 |
$491,000 |
26,471 |
|
FTB Advisors Inc. |
334 |
- |
2024-03-31 |
26,183 |
$479,000 |
6,040 |
|
Strategic Financial Concepts LLC |
167 |
- |
2024-03-31 |
25,805 |
$472,000 |
5,076 |
|
HIGHTOWER ADVISORS, LLC |
2294 |
- |
2024-03-31 |
25,253 |
$461,000 |
1,775 |
|
Colonial Trust Co / SC |
166 |
- |
2023-12-31 |
21,900 |
$406,000 |
21,000 |
|
Redwood Financial Network Corp |
97 |
- |
2024-03-31 |
20,033 |
$367,000 |
4,044 |
|
COLONIAL ASSET MANAGEMENT, INC. |
148 |
- |
2023-12-31 |
18,900 |
$351,000 |
17,450 |
|
Capital Investment Advisors LLC |
454 |
- |
2024-03-31 |
18,359 |
$336,000 |
-2,090 |
|
MULTIFINANCIAL SECURITIES CORP |
1354 |
- |
2023-12-31 |
18,136 |
$336,000 |
4,081 |
|
HB Wealth Management LLC |
627 |
- |
2024-03-31 |
18,002 |
$329,000 |
954 |
|
Stratos Wealth Partners LTD. |
1068 |
*New |
2024-03-31 |
16,955 |
$310,000 |
16,955 |
|
FINANCIAL NETWORK |
2283 |
*New |
2023-12-31 |
15,141 |
$281,000 |
15,141 |
|
Capital Analysts Inc. |
386 |
- |
2023-12-31 |
14,170 |
$263,000 |
14,170 |
|
SIGMA INVESTMENT COUNSELORS INC |
171 |
- |
2024-03-31 |
14,227 |
$260,000 |
-780 |
|
Flaharty Asset Management LLC |
97 |
*New |
2023-12-31 |
13,600 |
$252,000 |
13,600 |
|
BB&T CORP |
2362 |
*New |
2023-12-31 |
13,348 |
$248,000 |
13,348 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2879 |
- |
2024-03-31 |
12,750 |
$233,000 |
2,209 |
|
Integrated Wealth Concepts LLC |
1424 |
*New |
2023-12-31 |
11,463 |
$213,000 |
11,463 |
|
Source Financial Advisors LLC |
116 |
*New |
2024-03-31 |
11,510 |
$211,000 |
11,510 |
|
Sterling Financial Group Inc. |
62 |
- |
2024-03-31 |
11,385 |
$208,000 |
-4,719 |
|
ADVISORY SERVICES NETWORK, LLC |
1329 |
- |
2024-03-31 |
11,227 |
$205,000 |
10,895 |
|
Darden Wealth Group Inc |
106 |
- |
2024-03-31 |
11,000 |
$201,000 |
0 |
|
|
100 Records found
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1
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