|
Institutional
Holders
Total
Institutions:
|
54 4 |
|
Total
shares held :
|
3,082,780 |
|
% of shares
held :
|
3.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-292,972 |
|
% of shares
held change :
|
-0.33% |
|
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 |
ALASKA PERMANENT CAPITAL MANAGEMENT |
12 |
- |
2024-03-31 |
641,566 |
$30,786,000 |
-104,865 |
|
BANK OF AMERICA CORP /DE/ |
2024 |
- |
2023-12-31 |
316,516 |
$14,893,000 |
233,565 |
|
APCM Wealth Management for Individuals |
15 |
- |
2024-03-31 |
240,205 |
$11,518,000 |
-79,092 |
|
ENVESTNET ASSET MANAGEMENT INC |
1377 |
- |
2023-12-31 |
232,530 |
$10,941,000 |
24,425 |
|
AMERIPRISE FINANCIAL INC |
2022 |
- |
2023-12-31 |
146,801 |
$6,920,000 |
-39,274 |
|
PRINCIPAL SECURITIES INC. |
85 |
- |
2023-12-31 |
138,542 |
$6,519,000 |
0 |
|
Disciplina Capital Management LLC |
15 |
- |
2023-12-31 |
105,469 |
$4,963,000 |
26,572 |
|
FDX ADVISORS, INC. |
63 |
- |
2023-12-31 |
98,050 |
$4,614,000 |
-5,227 |
|
Horizons Wealth Management |
10 |
- |
2024-03-31 |
91,803 |
$4,320,000 |
0 |
|
Rockefeller Capital Management L.P. |
782 |
*New |
2023-12-31 |
63,681 |
$2,996,000 |
63,681 |
|
Intrepid Financial Planning Group LLC |
18 |
- |
2023-12-31 |
62,494 |
$2,941,000 |
-10,995 |
|
TELEMUS CAPITAL LLC |
102 |
- |
2023-12-31 |
46,371 |
$2,182,000 |
-2,304 |
|
BLACKROCK INC. |
3750 |
- |
2023-12-31 |
42,043 |
$1,978,000 |
41,930 |
|
JANE STREET GROUP LLC |
2551 |
- |
2023-12-31 |
38,202 |
$1,798,000 |
-513,276 |
|
LPL FINANCIAL CORP |
2617 |
- |
2023-12-31 |
32,911 |
$1,549,000 |
-4,101 |
|
H D Vest Advisory Services |
645 |
- |
2023-12-31 |
25,940 |
$1,221,000 |
4,811 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1646 |
- |
2024-03-31 |
23,107 |
$1,108,000 |
1,909 |
|
Advisor Group Holdings Inc. |
2460 |
- |
2023-12-31 |
22,212 |
$1,045,000 |
908 |
|
Kingsview Wealth Management LLC |
528 |
- |
2023-12-31 |
16,821 |
$791,000 |
89 |
|
SILVER OAK SECURITIES Inc |
205 |
- |
2023-12-31 |
16,450 |
$774,000 |
16,446 |
|
LAKE STREET FINANCIAL LLC |
175 |
- |
2024-03-31 |
15,837 |
$759,000 |
0 |
|
BB&T CORP |
1813 |
- |
2023-12-31 |
13,263 |
$624,000 |
4,092 |
|
InterOcean Capital Group LLC |
251 |
- |
2023-12-31 |
13,088 |
$616,000 |
-1,865 |
|
HOLLENCREST SECURITIES LLC |
170 |
- |
2023-12-31 |
13,069 |
$615,000 |
1,671 |
|
FINANCIAL NETWORK |
1863 |
- |
2023-12-31 |
10,734 |
$505,000 |
794 |
|
RDL FINANCIAL INC |
84 |
- |
2024-03-31 |
10,167 |
$503,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1764 |
- |
2023-12-31 |
10,383 |
$489,000 |
-19,715 |
|
WT Wealth Management |
80 |
- |
2023-12-31 |
9,427 |
$444,000 |
-709 |
|
Orion Portfolio Solutions LLC |
1291 |
- |
2023-12-31 |
8,523 |
$397,000 |
-17,873 |
|
Octavia Wealth Advisors LLC |
146 |
- |
2024-03-31 |
7,863 |
$377,000 |
-317,664 |
|
HSBC HOLDINGS PLC |
1782 |
- |
2023-12-31 |
7,147 |
$336,000 |
240 |
|
Ambassador Advisors LLC |
143 |
*New |
2023-12-31 |
7,038 |
$324,000 |
7,038 |
|
Cetera Investment Advisers |
1857 |
- |
2023-12-31 |
5,539 |
$261,000 |
-133 |
|
SageView Advisory Group LLC |
491 |
- |
2023-12-31 |
5,263 |
$248,000 |
-10,525 |
|
Seaside Wealth Management Inc. |
47 |
- |
2024-03-31 |
5,125 |
$246,000 |
0 |
|
LEAVELL T & ASSOCIATES INC |
448 |
- |
2024-03-31 |
5,007 |
$240,000 |
-235 |
|
US BANCORP |
1939 |
- |
2023-12-31 |
4,780 |
$225,000 |
-80 |
|
Kestra Advisory Services LLC |
2066 |
- |
2023-12-31 |
4,458 |
$210,000 |
215 |
|
Goss Wealth Management LLC |
1705 |
- |
2023-12-31 |
4,159 |
$196,000 |
-561 |
|
COHEN & STEERS INC |
349 |
- |
2023-12-31 |
2,777 |
$131,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
352 |
- |
2023-12-31 |
961 |
$45,000 |
46 |
|
ORG Partners LLC |
511 |
- |
2023-12-31 |
805 |
$38,000 |
805 |
|
J P MORGAN CHASE & CO |
4831 |
- |
2023-12-31 |
700 |
$33,000 |
654 |
|
Ameliora Wealth Management Ltd. |
158 |
- |
2024-03-31 |
500 |
$24,000 |
-215 |
|
ADVISORY SERVICES NETWORK, LLC |
2400 |
*New |
2023-12-31 |
505 |
$24,000 |
505 |
|
Iron Horse Wealth Management LLC |
129 |
- |
2024-03-31 |
410 |
$20,000 |
0 |
|
MORGAN STANLEY |
6344 |
- |
2023-12-31 |
283 |
$13,000 |
1 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
204 |
$10,000 |
0 |
|
CWM LLC |
3432 |
- |
2024-03-31 |
167 |
$8,000 |
-6,648 |
|
Spire Wealth Management |
1859 |
- |
2024-03-31 |
153 |
$7,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2313 |
- |
2023-12-31 |
124 |
$6,000 |
0 |
|
Stephens Consulting LLC |
424 |
- |
2024-03-31 |
36 |
$2,000 |
0 |
|
ANCORA ADVISORS, LLC |
1435 |
*New |
2023-12-31 |
24 |
$1,000 |
24 |
|
Strategic Advocates LLC |
135 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,941 |
|
Legacy Capital Group California Inc. |
271 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,215 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3837 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,376 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6216 |
*Closed |
2023-12-31 |
0 |
$0 |
-75,725 |
|
UBS Group AG |
7859 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,018 |
|
PROEQUITIES INC. |
8907 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
STIFEL FINANCIAL CORP |
3348 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,239 |
|
CITADEL ADVISORS LLC |
6606 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,817 |
|
Evergreen Wealth Solutions LLC |
109 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,700 |
|
|
62 Records found
|
1
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