| |
Institutional
Holders
Total
Institutions:
 |
92  10 |
|
|
Total
shares held :
|
5,546,917 |
|
|
% of shares
held :
|
61.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
|
Amount
of shares held :
|
441,145 |
|
|
% of shares
held change :
|
4.9% |
|
| 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 |
  WELLS FARGO & CO/MN |
1375 |
- |
2024-03-31 |
531,434 |
$12,935,000 |
132,416 |
|
| MORGAN STANLEY |
3228 |
- |
2023-12-31 |
445,699 |
$10,935,000 |
64,727 |
|
| CWM LLC |
324 |
- |
2024-03-31 |
333,556 |
$8,119,000 |
3,421 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
947 |
- |
2024-03-31 |
294,498 |
$7,168,000 |
3,458 |
|
| BANK OF AMERICA CORP /DE/ |
2719 |
- |
2023-12-31 |
260,249 |
$6,385,000 |
48,253 |
|
| UBS Group AG |
1835 |
- |
2023-12-31 |
245,288 |
$6,018,000 |
18,390 |
|
| OneAscent Financial Services LLC |
36 |
- |
2024-03-31 |
195,040 |
$4,747,000 |
14,311 |
|
| INVESCO LTD |
2232 |
- |
2023-12-31 |
183,014 |
$4,490,000 |
11,208 |
|
| RAYMOND JAMES & ASSOCIATES |
1812 |
- |
2024-03-31 |
141,336 |
$3,440,000 |
1,980 |
|
| Integrated Wealth Concepts LLC |
324 |
- |
2023-12-31 |
133,722 |
$3,281,000 |
15,645 |
|
| Advisor Group Holdings Inc. |
1393 |
- |
2024-03-31 |
123,916 |
$3,016,000 |
2,988 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2232 |
- |
2023-12-31 |
117,371 |
$2,880,000 |
29,469 |
|
| Goss Wealth Management LLC |
533 |
- |
2023-12-31 |
115,835 |
$2,842,000 |
1,547 |
|
| Union Bankshares Corp |
93 |
- |
2024-03-31 |
112,187 |
$2,731,000 |
8,347 |
|
| Asset Dedication LLC |
99 |
- |
2024-03-31 |
94,503 |
$2,302,000 |
8,791 |
|
| PNC FINANCIAL SERVICES GROUP INC |
950 |
- |
2024-03-31 |
72,002 |
$1,753,000 |
12,650 |
|
| Equitable Holdings Inc. |
491 |
- |
2023-12-31 |
58,218 |
$1,428,000 |
129 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
878 |
- |
2023-12-31 |
53,715 |
$1,318,000 |
455 |
|
| Private Advisor Group LLC |
1085 |
- |
2024-03-31 |
48,163 |
$1,172,000 |
2,904 |
|
| PRECEDENT WEALTH PARTNERS LLC |
50 |
- |
2024-03-31 |
44,964 |
$1,094,000 |
10,619 |
|
| CAPTRUST FINANCIAL ADVISORS |
1287 |
- |
2023-12-31 |
39,182 |
$961,000 |
12,046 |
|
| MML INVESTORS SERVICES LLC |
1424 |
- |
2023-12-31 |
37,012 |
$908,000 |
8,092 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
311 |
- |
2024-03-31 |
36,946 |
$899,000 |
6,942 |
|
| Astoria Portfolio Advisors LLC. |
55 |
- |
2024-03-31 |
36,346 |
$883,000 |
549 |
|
| AA Financial Advisors LLC |
71 |
- |
2024-03-31 |
35,375 |
$861,000 |
7,500 |
|
| WESPAC ADVISORS, LLC |
73 |
- |
2024-03-31 |
34,656 |
$844,000 |
9,144 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2161 |
- |
2024-03-31 |
34,132 |
$831,000 |
13,842 |
|
| COLONY GROUP LLC |
460 |
- |
2023-09-30 |
34,089 |
$818,000 |
389 |
|
| OLD SECOND NATIONAL BANK OF AURORA |
84 |
- |
2024-03-31 |
33,176 |
$808,000 |
2,044 |
|
| Paulson Wealth Management Inc. |
58 |
- |
2024-03-31 |
28,993 |
$706,000 |
1,762 |
|
| Farther Finance Advisors LLC |
310 |
- |
2023-12-31 |
25,280 |
$620,000 |
12,343 |
|
| Secure Asset Management LLC |
120 |
- |
2024-03-31 |
25,103 |
$611,000 |
1,682 |
|
| Beacon Pointe Advisors LLC |
819 |
- |
2023-12-31 |
24,546 |
$602,000 |
9,066 |
|
| S.C. Financial Services Inc. |
34 |
- |
2022-12-31 |
23,330 |
$567,000 |
7,537 |
|
| TLWM |
60 |
- |
2024-03-31 |
22,769 |
$554,000 |
814 |
|
| WEBSTER BANK |
156 |
- |
2024-03-31 |
22,355 |
$544,000 |
2,455 |
|
| STIFEL FINANCIAL CORP |
2643 |
- |
2023-12-31 |
17,488 |
$429,000 |
5,964 |
|
| SENTINEL PENSION ADVISORS INC |
69 |
- |
2023-12-31 |
16,004 |
$393,000 |
3,002 |
|
| CLEAR HARBOR ASSET MANAGEMENT, LLC |
264 |
- |
2024-03-31 |
14,591 |
$355,000 |
5,827 |
|
| Addison Advisors LLC |
173 |
- |
2024-03-31 |
9,100 |
$221,000 |
850 |
|
| ADVISORY SERVICES NETWORK, LLC |
1294 |
- |
2024-03-31 |
8,847 |
$215,000 |
442 |
|
| Tyler-Stone Wealth Management |
250 |
- |
2023-12-31 |
4,514 |
$111,000 |
23 |
|
| HARBOUR INVESTMENTS INC. |
1444 |
- |
2023-12-31 |
2,077 |
$51,000 |
12 |
|
|
43 Records found
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1
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