|
Institutional
Holders
Total
Institutions:
|
92 4 |
|
Total
shares held :
|
5,725,716 |
|
% of shares
held :
|
63.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
594,640 |
|
% of shares
held change :
|
6.61% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.61 |
|
Last
Quarter's Ending
Price :
|
$24.92 |
|
Last
Quarter's Average
Price :
|
$24.77 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.08 (0.32%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
1386 |
- |
2024-03-31 |
510,122 |
$12,641,000 |
119,128 |
|
Lido Advisors LLC |
137 |
- |
2023-12-31 |
413,721 |
$10,308,000 |
180,256 |
|
LPL FINANCIAL CORP |
1367 |
- |
2024-03-31 |
382,226 |
$9,472,000 |
-69,376 |
|
MORGAN STANLEY |
3366 |
- |
2023-12-31 |
375,335 |
$9,351,000 |
-3,469 |
|
BANK OF AMERICA CORP /DE/ |
2681 |
- |
2023-12-31 |
272,296 |
$6,784,000 |
53,224 |
|
OneAscent Financial Services LLC |
23 |
- |
2024-03-31 |
266,189 |
$6,596,000 |
11,682 |
|
UBS Group AG |
1794 |
- |
2023-12-31 |
250,655 |
$6,245,000 |
14,255 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1153 |
- |
2024-03-31 |
204,243 |
$5,061,000 |
-80,251 |
|
INVESCO LTD |
2229 |
- |
2023-12-31 |
181,008 |
$4,510,000 |
13,784 |
|
Integrated Wealth Concepts LLC |
287 |
- |
2023-12-31 |
151,149 |
$3,766,000 |
11,774 |
|
ENVESTNET ASSET MANAGEMENT INC |
2108 |
- |
2023-12-31 |
143,561 |
$3,577,000 |
79,874 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
145 |
- |
2024-03-31 |
142,489 |
$3,531,000 |
-118,009 |
|
Advisor Group Holdings Inc. |
1344 |
- |
2024-03-31 |
131,289 |
$3,253,000 |
-9,584 |
|
Goss Wealth Management LLC |
535 |
- |
2023-12-31 |
113,874 |
$2,837,000 |
1,447 |
|
Asset Dedication LLC |
93 |
- |
2024-03-31 |
104,160 |
$2,584,000 |
-776 |
|
RAYMOND JAMES & ASSOCIATES |
2046 |
- |
2024-03-31 |
95,529 |
$2,367,000 |
-47,778 |
|
JANE STREET GROUP LLC |
2331 |
- |
2023-12-31 |
86,512 |
$2,155,000 |
49,955 |
|
STIFEL FINANCIAL CORP |
1647 |
- |
2023-12-31 |
81,902 |
$2,041,000 |
5,630 |
|
PNC FINANCIAL SERVICES GROUP INC |
921 |
- |
2024-03-31 |
78,597 |
$1,948,000 |
12,625 |
|
Focus Financial Network Inc. |
167 |
- |
2024-03-31 |
75,768 |
$1,884,000 |
0 |
|
Resonant Capital Advisors LLC |
114 |
- |
2024-03-31 |
73,870 |
$1,830,000 |
-24,197 |
|
Garrett Investment Advisors LLC |
111 |
- |
2024-03-31 |
71,970 |
$1,783,000 |
-28,200 |
|
Key Financial Inc |
45 |
- |
2024-03-31 |
70,865 |
$1,766,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1346 |
- |
2024-03-31 |
70,895 |
$1,757,000 |
34,342 |
|
Union Bankshares Corp |
136 |
- |
2024-03-31 |
64,297 |
$1,593,000 |
3,612 |
|
BFT FINANCIAL GROUP LLC |
88 |
- |
2023-06-30 |
63,660 |
$1,577,000 |
0 |
|
Leo Wealth LLC |
109 |
- |
2024-03-31 |
63,660 |
$1,577,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1124 |
- |
2023-12-31 |
62,714 |
$1,563,000 |
40,343 |
|
Private Advisor Group LLC |
1026 |
- |
2024-03-31 |
52,071 |
$1,290,000 |
619 |
|
COLONY GROUP, LLC |
413 |
*New |
2023-12-31 |
51,323 |
$1,279,000 |
51,323 |
|
HIGHTOWER ADVISORS, LLC |
1641 |
- |
2024-03-31 |
51,471 |
$1,274,000 |
12,398 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
275 |
- |
2023-12-31 |
50,720 |
$1,264,000 |
0 |
|
Astoria Portfolio Advisors LLC. |
32 |
- |
2024-03-31 |
50,926 |
$1,262,000 |
340 |
|
DENVER WEALTH MANAGEMENT INC. |
27 |
- |
2024-03-31 |
48,134 |
$1,193,000 |
-3,792 |
|
PAX Financial Group LLC |
77 |
*New |
2023-12-31 |
45,598 |
$1,131,000 |
45,598 |
|
Hobbs Group Advisors LLC |
34 |
- |
2023-12-31 |
43,279 |
$1,078,000 |
0 |
|
SAVANT CAPITAL MANAGEMENT INC |
540 |
- |
2024-03-31 |
40,097 |
$994,000 |
-8,024 |
|
River Street Advisors LLC |
48 |
*New |
2024-03-31 |
38,012 |
$942,000 |
38,012 |
|
PRECEDENT WEALTH PARTNERS LLC |
66 |
- |
2024-03-31 |
36,719 |
$910,000 |
3,878 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
296 |
- |
2024-03-31 |
36,653 |
$908,000 |
-12,992 |
|
Cornerstone Wealth Management LLC |
221 |
- |
2024-03-31 |
36,101 |
$895,000 |
-3,024 |
|
COLONY GROUP LLC |
455 |
- |
2023-09-30 |
34,040 |
$839,000 |
1,382 |
|
OLD SECOND NATIONAL BANK OF AURORA |
83 |
- |
2024-03-31 |
33,543 |
$831,000 |
-14,445 |
|
WEBSTER BANK |
133 |
- |
2024-03-31 |
32,810 |
$813,000 |
-605 |
|
AlphaStar Capital Management LLC |
140 |
*New |
2024-03-31 |
32,210 |
$798,000 |
32,210 |
|
AA Financial Advisors LLC |
73 |
- |
2024-03-31 |
31,825 |
$789,000 |
2,284 |
|
Mirador Capital Partners LP |
103 |
- |
2024-03-31 |
30,378 |
$753,000 |
-7,844 |
|
CAPTRUST FINANCIAL ADVISORS |
1462 |
- |
2023-12-31 |
29,860 |
$744,000 |
11,881 |
|
Paulson Wealth Management Inc. |
57 |
- |
2024-03-31 |
28,749 |
$712,000 |
1,796 |
|
S.C. Financial Services Inc. |
26 |
- |
2022-12-31 |
27,899 |
$691,000 |
7,346 |
|
Masso Torrence Wealth Management Inc. |
48 |
- |
2024-03-31 |
25,477 |
$631,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2330 |
- |
2024-03-31 |
25,461 |
$631,000 |
2,301 |
|
Secure Asset Management LLC |
118 |
- |
2024-03-31 |
25,043 |
$621,000 |
611 |
|
BROWN ADVISORY HOLDINGS INC |
895 |
- |
2024-03-31 |
24,306 |
$602,000 |
0 |
|
Horizons Wealth Management |
33 |
- |
2024-03-31 |
23,773 |
$592,000 |
0 |
|
IFP Advisors Inc |
517 |
- |
2023-12-31 |
23,304 |
$581,000 |
-3,633 |
|
DOVER ADVISORS LLC |
75 |
- |
2024-03-31 |
22,014 |
$546,000 |
22,014 |
|
Equitable Holdings Inc. |
751 |
- |
2023-12-31 |
21,512 |
$536,000 |
78 |
|
Beacon Pointe Advisors LLC |
860 |
- |
2023-12-31 |
21,338 |
$532,000 |
9,669 |
|
STEPHENS INC /AR/ |
725 |
*New |
2023-12-31 |
21,300 |
$531,000 |
21,300 |
|
We Are One Seven LLC |
504 |
- |
2023-12-31 |
21,079 |
$525,000 |
-2,814 |
|
Lantz Financial LLC |
122 |
- |
2024-03-31 |
21,013 |
$521,000 |
-1,911 |
|
Farther Finance Advisors LLC |
351 |
- |
2023-12-31 |
19,942 |
$497,000 |
3,709 |
|
ORBA Wealth Advisors L.L.C. |
59 |
- |
2024-03-31 |
19,500 |
$483,000 |
0 |
|
PRIVATE TRUST CO NA |
398 |
- |
2024-03-31 |
18,192 |
$451,000 |
-3,445 |
|
Claro Advisors LLC |
258 |
- |
2024-03-31 |
16,829 |
$417,000 |
-5,092 |
|
LEAVELL T & ASSOCIATES INC |
392 |
- |
2024-03-31 |
14,655 |
$363,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
36 |
- |
2024-03-31 |
14,664 |
$363,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2230 |
- |
2023-12-31 |
14,208 |
$354,000 |
2,600 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1331 |
- |
2023-12-31 |
13,199 |
$329,000 |
7,071 |
|
Levy Wealth Management Group LLC |
75 |
- |
2024-03-31 |
12,497 |
$311,000 |
0 |
|
WESPAC ADVISORS, LLC |
135 |
- |
2024-03-31 |
12,478 |
$309,000 |
-12,478 |
|
ROYAL BANK OF CANADA |
4081 |
- |
2023-12-31 |
12,367 |
$308,000 |
8,083 |
|
SENTINEL PENSION ADVISORS INC |
79 |
- |
2023-12-31 |
11,983 |
$299,000 |
1,463 |
|
TLWM |
67 |
- |
2024-03-31 |
11,362 |
$282,000 |
393 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
622 |
- |
2024-03-31 |
10,739 |
$266,000 |
-782 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
10,300 |
$257,000 |
2,100 |
|
Foundry Financial Group Inc. |
46 |
- |
2024-03-31 |
9,790 |
$243,000 |
-6,307 |
|
BCS Wealth Management |
209 |
- |
2024-03-31 |
9,644 |
$239,000 |
1,009 |
|
WEALTHSOURCE PARTNERS LLC |
449 |
- |
2023-12-31 |
9,332 |
$233,000 |
-743 |
|
Sterling Financial Group Inc. |
59 |
- |
2024-03-31 |
9,366 |
$232,000 |
-20,120 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4354 |
*New |
2024-03-31 |
9,343 |
$232,000 |
9,343 |
|
Latitude Advisors LLC |
151 |
- |
2024-03-31 |
9,323 |
$231,000 |
10 |
|
AMERIPRISE FINANCIAL INC |
3616 |
*New |
2023-12-31 |
9,052 |
$226,000 |
9,052 |
|
Heritage Trust Co |
269 |
- |
2024-03-31 |
8,979 |
$223,000 |
0 |
|
Bill Few Associates Inc. |
156 |
- |
2024-03-31 |
8,838 |
$219,000 |
0 |
|
MIDLAND WEALTH ADVISORS LLC |
187 |
- |
2023-12-31 |
8,272 |
$206,000 |
0 |
|
MONECO Advisors LLC |
394 |
- |
2024-03-31 |
8,196 |
$203,000 |
-855 |
|
Capital Analysts Inc. |
427 |
- |
2023-12-31 |
7,926 |
$197,000 |
0 |
|
SIGNATUREFD, LLC |
884 |
*New |
2024-03-31 |
7,056 |
$175,000 |
7,056 |
|
Addison Advisors LLC |
242 |
- |
2024-03-31 |
5,775 |
$143,000 |
190 |
|
COMERICA BANK |
2381 |
- |
2023-12-31 |
5,537 |
$138,000 |
0 |
|
Tyler-Stone Wealth Management |
274 |
- |
2023-12-31 |
3,668 |
$91,000 |
-382 |
|
HARBOUR INVESTMENTS INC. |
1280 |
- |
2023-12-31 |
2,866 |
$71,000 |
16 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1204 |
- |
2024-03-31 |
2,725 |
$68,000 |
0 |
|
First Command Advisory Services Inc. |
247 |
*New |
2024-03-31 |
2,219 |
$55,000 |
2,219 |
|
Nalls Sherbakoff Group LLC |
192 |
- |
2023-12-31 |
1,434 |
$36,000 |
2 |
|
CWM LLC |
2549 |
- |
2024-03-31 |
1,345 |
$33,000 |
-1,587 |
|
AdvisorNet Financial Inc |
1154 |
- |
2024-03-31 |
594 |
$15,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2498 |
- |
2024-03-31 |
250 |
$6,000 |
0 |
|
|
100 Records found
|
1
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