| |
Institutional
Holders
Total
Institutions:
 |
69  17 |
|
|
Total
shares held :
|
14,932,088 |
|
|
% of shares
held :
|
94.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
42 |
|
|
Amount
of shares held :
|
5,340,734 |
|
|
% of shares
held change :
|
33.91% |
|
| 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 |
1850 |
- |
2023-12-31 |
2,700,962 |
$44,336,000 |
640,752 |
|
| EASTERN BANK |
24 |
- |
2024-03-31 |
1,847,835 |
$29,787,000 |
180,783 |
|
| WELLS FARGO & CO/MN |
1117 |
- |
2024-03-31 |
1,238,605 |
$19,966,000 |
206,577 |
|
| Aptus Capital Advisors LLC |
38 |
- |
2023-12-31 |
1,153,380 |
$18,933,000 |
79,171 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
544 |
- |
2024-03-31 |
1,117,837 |
$18,020,000 |
93,860 |
|
| LPL FINANCIAL CORP |
991 |
- |
2024-03-31 |
1,099,219 |
$17,719,000 |
743,604 |
|
| Motley Fool Wealth Management LLC |
44 |
- |
2024-03-31 |
877,044 |
$14,138,000 |
44,410 |
|
| Union Bankshares Corp |
21 |
- |
2024-03-31 |
686,889 |
$11,073,000 |
120,827 |
|
| COOKSON PEIRCE & CO INC |
52 |
- |
2024-03-31 |
581,611 |
$9,376,000 |
45,423 |
|
| INVESCO LTD |
1898 |
- |
2023-12-31 |
502,899 |
$8,255,000 |
73,861 |
|
| JANE STREET GROUP LLC |
1179 |
- |
2023-12-31 |
432,366 |
$7,097,000 |
235,051 |
|
| BANK OF AMERICA CORP /DE/ |
2698 |
- |
2023-12-31 |
400,360 |
$6,572,000 |
78,358 |
|
| UBS Group AG |
1958 |
- |
2023-12-31 |
321,576 |
$5,279,000 |
119,445 |
|
| Vishria Bird Financial Group LLC |
19 |
- |
2024-03-31 |
291,001 |
$4,691,000 |
1,287 |
|
| Advisor Group Holdings Inc. |
1095 |
- |
2024-03-31 |
282,069 |
$4,547,000 |
19,238 |
|
| RAYMOND JAMES & ASSOCIATES |
1795 |
- |
2024-03-31 |
220,526 |
$3,555,000 |
59,567 |
|
| JANNEY MONTGOMERY SCOTT LLC |
908 |
- |
2024-03-31 |
210,391 |
$3,392,000 |
13,548 |
|
| Addison Advisors LLC |
27 |
- |
2024-03-31 |
172,306 |
$2,778,000 |
23,663 |
|
| AMERIPRISE FINANCIAL INC |
2724 |
- |
2023-12-31 |
140,677 |
$2,335,000 |
82,985 |
|
| EXCHANGE CAPITAL MANAGEMENT INC |
80 |
- |
2024-03-31 |
144,379 |
$2,327,000 |
47,753 |
|
| ROYAL BANK OF CANADA |
2470 |
- |
2023-12-31 |
137,822 |
$2,262,000 |
74,236 |
|
| Asset Dedication LLC |
106 |
- |
2024-03-31 |
130,333 |
$2,102,000 |
18,324 |
|
| BCS Wealth Management |
46 |
- |
2024-03-31 |
111,211 |
$1,793,000 |
28,062 |
|
| NOVARE CAPITAL MANAGEMENT LLC |
93 |
- |
2024-03-31 |
106,289 |
$1,713,000 |
19,980 |
|
| G2 CAPITAL MANAGEMENT LLC / OH |
26 |
- |
2024-03-31 |
81,075 |
$1,307,000 |
933 |
|
| TLWM |
34 |
- |
2024-03-31 |
70,556 |
$1,137,000 |
13,000 |
|
| BUTENSKY & COHEN FINANCIAL SECURITY INC |
78 |
- |
2024-03-31 |
62,767 |
$1,012,000 |
3,153 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2982 |
- |
2023-12-31 |
55,741 |
$915,000 |
13,278 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2333 |
- |
2024-03-31 |
53,562 |
$863,000 |
7,003 |
|
| Ellevest Inc. |
111 |
- |
2023-12-31 |
48,233 |
$792,000 |
15,134 |
|
| MML INVESTORS SERVICES LLC |
1500 |
- |
2023-12-31 |
47,366 |
$778,000 |
4,310 |
|
| Independence Bank of Kentucky |
136 |
- |
2024-03-31 |
36,003 |
$580,000 |
14,149 |
|
| SAWGRASS ASSET MANAGEMENT LLC |
130 |
- |
2023-12-31 |
34,384 |
$564,000 |
22,172 |
|
| Strategic Financial Concepts LLC |
169 |
- |
2024-03-31 |
29,297 |
$472,000 |
5,937 |
|
| CAPTRUST FINANCIAL ADVISORS |
1795 |
- |
2023-12-31 |
27,672 |
$454,000 |
17,093 |
|
| Sterling Financial Group Inc. |
41 |
- |
2024-03-31 |
27,137 |
$437,000 |
9,174 |
|
| Kohmann Bosshard Financial Services LLC |
132 |
- |
2024-03-31 |
24,461 |
$394,000 |
11,750 |
|
| SIGMA INVESTMENT COUNSELORS INC |
168 |
- |
2024-03-31 |
16,948 |
$273,000 |
1,525 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3006 |
- |
2024-03-31 |
12,245 |
$197,000 |
188 |
|
| Ironwood Wealth Management llc |
141 |
- |
2024-03-31 |
11,505 |
$185,000 |
500 |
|
| First Command Advisory Services Inc. |
158 |
- |
2024-03-31 |
11,128 |
$179,000 |
3,371 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
982 |
- |
2024-03-31 |
9,213 |
$149,000 |
724 |
|
| First Command Financial Services Inc. |
173 |
- |
2023-06-30 |
7,640 |
$122,000 |
102 |
|
| First Command Bank |
173 |
- |
2023-06-30 |
7,640 |
$122,000 |
102 |
|
| US BANCORP |
2356 |
- |
2024-03-31 |
6,257 |
$101,000 |
2,375 |
|
| Davis Capital Management |
143 |
- |
2024-03-31 |
2,435 |
$39,000 |
2,340 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2487 |
- |
2023-12-31 |
1,499 |
$25,000 |
15 |
|
| Householder Group Estate & Retirement Specialist L |
747 |
- |
2024-03-31 |
859 |
$14,000 |
30 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2540 |
- |
2023-12-31 |
678 |
$11,000 |
152 |
|
|
49 Records found
|
1
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