|
Institutional
Holders
Total
Institutions:
|
94 0 |
|
Total
shares held :
|
10,021,665 |
|
% of shares
held :
|
20.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
712,216 |
|
% of shares
held change :
|
1.43% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.29 |
|
Last
Quarter's Ending
Price :
|
$18.72 |
|
Last
Quarter's Average
Price :
|
$17.70 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.47 (13.95%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1523 |
- |
2023-12-31 |
1,551,674 |
$29,047,000 |
103,380 |
|
MORGAN STANLEY |
2590 |
- |
2023-12-31 |
1,166,631 |
$21,839,000 |
-36,354 |
|
GUGGENHEIM CAPITAL LLC |
167 |
- |
2023-12-31 |
875,899 |
$16,397,000 |
69,084 |
|
Cornerstone Advisors LLC |
43 |
- |
2023-12-31 |
655,913 |
$12,279,000 |
47,627 |
|
INVESCO LTD |
1702 |
- |
2023-12-31 |
611,192 |
$11,442,000 |
54,287 |
|
WELLS FARGO & CO/MN |
1563 |
- |
2023-12-31 |
483,806 |
$9,057,000 |
42,094 |
|
KARPUS MANAGEMENT INC |
79 |
- |
2023-12-31 |
427,136 |
$7,996,000 |
74,272 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
916 |
- |
2023-12-31 |
359,584 |
$6,731,000 |
92,997 |
|
UBS Group AG |
1788 |
- |
2023-12-31 |
335,660 |
$6,284,000 |
5,242 |
|
LPL FINANCIAL CORP |
1695 |
- |
2023-12-31 |
258,971 |
$4,848,000 |
56,649 |
|
ROYAL BANK OF CANADA |
1985 |
- |
2023-12-31 |
235,019 |
$4,400,000 |
2,551 |
|
RAYMOND JAMES & ASSOCIATES |
1673 |
- |
2023-12-31 |
213,924 |
$4,005,000 |
24,230 |
|
FIXED INCOME SECURITIES INC |
317 |
- |
2023-12-31 |
206,021 |
$3,857,000 |
71,411 |
|
Advisor Group Holdings Inc. |
1452 |
- |
2023-12-31 |
184,816 |
$3,460,000 |
-8,274 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1314 |
- |
2023-12-31 |
181,461 |
$3,397,000 |
14,454 |
|
FINANCIAL NETWORK |
770 |
- |
2023-12-31 |
170,699 |
$3,195,000 |
4,286 |
|
AMERIPRISE FINANCIAL INC |
2579 |
- |
2023-12-31 |
164,988 |
$3,089,000 |
29,672 |
|
Sunbelt Securities Inc. |
70 |
- |
2023-12-31 |
133,925 |
$2,507,000 |
5,241 |
|
1607 CAPITAL PARTNERS, LLC |
113 |
- |
2023-12-31 |
114,649 |
$2,146,000 |
60,765 |
|
SHAKER FINANCIAL SERVICES, LLC |
49 |
- |
2023-12-31 |
99,220 |
$1,857,000 |
3,017 |
|
Larson Financial Group LLC |
117 |
- |
2023-12-31 |
96,695 |
$1,810,000 |
1,528 |
|
Rockefeller Capital Management L.P. |
963 |
- |
2023-12-31 |
91,331 |
$1,710,000 |
2,400 |
|
COHEN & STEERS INC |
224 |
- |
2023-12-31 |
87,016 |
$1,629,000 |
0 |
|
ROMAN BUTLER FULLERTON & CO |
44 |
- |
2023-12-31 |
75,100 |
$1,446,000 |
507 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
73,182 |
$1,370,000 |
-7,575 |
|
STIFEL FINANCIAL CORP |
2064 |
- |
2023-12-31 |
60,146 |
$1,126,000 |
-5,031 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1572 |
- |
2023-12-31 |
58,635 |
$1,098,000 |
-1,885 |
|
CLS INVESTMENT FIRM LLC |
724 |
- |
2022-12-31 |
61,313 |
$1,015,000 |
0 |
|
Kestra Advisory Services LLC |
1126 |
- |
2023-12-31 |
52,323 |
$979,000 |
-959 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
236 |
- |
2023-12-31 |
50,885 |
$953,000 |
50,885 |
|
Global Assets Advisory LLC |
29 |
- |
2023-12-31 |
45,727 |
$840,000 |
289 |
|
PROEQUITIES INC. |
340 |
- |
2023-12-31 |
42,797 |
$801,000 |
8,000 |
|
TBH Global Asset Management LLC |
102 |
- |
2023-12-31 |
41,157 |
$770,000 |
-61 |
|
Claraphi Advisory Network LLC |
93 |
- |
2022-12-31 |
45,866 |
$759,000 |
-8,809 |
|
Private Advisor Group LLC |
1269 |
- |
2023-12-31 |
39,650 |
$742,000 |
-2,874 |
|
Altus Wealth Group LLC |
58 |
- |
2023-12-31 |
39,188 |
$734,000 |
23 |
|
CI Private Wealth LLC |
1422 |
- |
2023-12-31 |
38,283 |
$717,000 |
-700 |
|
PNC FINANCIAL SERVICES GROUP INC |
1432 |
- |
2023-12-31 |
30,894 |
$578,000 |
3,500 |
|
Tyche Wealth Partners LLC |
133 |
- |
2023-12-31 |
30,725 |
$575,000 |
0 |
|
DAVIDSON D A & CO |
954 |
- |
2023-12-31 |
26,229 |
$491,000 |
9,716 |
|
Semus Wealth Partners LLC |
|
- |
2023-12-31 |
25,816 |
$483,000 |
22 |
|
WEALTH EFFECTS LLC |
111 |
- |
2023-12-31 |
25,246 |
$473,000 |
36 |
|
Brookstone Capital Management |
594 |
- |
2023-12-31 |
24,929 |
$467,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1044 |
- |
2023-12-31 |
23,653 |
$443,000 |
-400 |
|
NBC SECURITIES INC. |
458 |
- |
2023-12-31 |
23,552 |
$440,000 |
2,900 |
|
BB&T CORP |
2053 |
- |
2023-12-31 |
22,207 |
$416,000 |
54 |
|
OPPENHEIMER & CO INC |
1029 |
- |
2023-12-31 |
22,192 |
$415,000 |
-95 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
|
*New |
2023-12-31 |
20,445 |
$383,000 |
20,445 |
|
Atomi Financial Group Inc. |
346 |
*New |
2023-12-31 |
19,801 |
$371,000 |
19,801 |
|
UMB BANK N A/MO |
|
- |
2023-12-31 |
18,179 |
$340,000 |
0 |
|
Cetera Investment Advisers |
1731 |
- |
2023-12-31 |
17,457 |
$327,000 |
87 |
|
CREATIVE PLANNING |
2026 |
- |
2023-12-31 |
17,376 |
$325,000 |
-2,888 |
|
BBK Capital Partners LLC |
212 |
- |
2023-12-31 |
17,199 |
$322,000 |
-1,329 |
|
CAPTRUST FINANCIAL ADVISORS |
2063 |
*New |
2023-12-31 |
17,011 |
$318,000 |
17,011 |
|
Ameritas Advisory Services LLC |
543 |
- |
2023-12-31 |
15,576 |
$314,000 |
-10,659 |
|
Goss Wealth Management LLC |
1525 |
- |
2023-12-31 |
16,138 |
$307,000 |
10,471 |
|
SAVANT CAPITAL MANAGEMENT INC |
715 |
- |
2023-12-31 |
15,500 |
$290,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2240 |
- |
2023-12-31 |
14,832 |
$278,000 |
83 |
|
OAK HARBOR WEALTH PARTNERS LLC |
140 |
- |
2023-12-31 |
14,711 |
$275,000 |
238 |
|
PBWM Holdings LLC |
104 |
- |
2023-03-31 |
15,500 |
$254,000 |
0 |
|
Diversified LLC |
125 |
- |
2023-12-31 |
13,437 |
$252,000 |
88 |
|
Shulman DeMeo Asset Management LLC |
112 |
- |
2023-12-31 |
13,456 |
$252,000 |
-137 |
|
Spire Wealth Management |
719 |
- |
2023-12-31 |
11,940 |
$230,000 |
-6,078 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
326 |
- |
2023-12-31 |
11,940 |
$224,000 |
0 |
|
Stratos Wealth Advisors LLC |
|
- |
2023-12-31 |
11,027 |
$206,000 |
127 |
|
Round Rock Advisors LLC |
175 |
- |
2023-12-31 |
10,805 |
$202,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3795 |
- |
2023-12-31 |
10,811 |
$202,000 |
-2,616 |
|
Traynor Capital Management Inc. |
189 |
- |
2023-12-31 |
10,730 |
$201,000 |
-2,090 |
|
NEUBERGER BERMAN GROUP LLC |
1740 |
- |
2023-12-31 |
10,600 |
$198,000 |
-8,000 |
|
COMMONS CAPITAL LLC |
49 |
- |
2023-12-31 |
10,589 |
$198,000 |
33 |
|
HIGHTOWER ADVISORS, LLC |
2949 |
- |
2023-12-31 |
10,307 |
$192,000 |
10,307 |
|
COMERICA BANK |
2287 |
- |
2023-12-31 |
9,452 |
$177,000 |
55 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
125 |
*New |
2023-03-31 |
10,649 |
$175,000 |
10,649 |
|
US BANCORP |
2067 |
- |
2023-12-31 |
9,326 |
$175,000 |
0 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
7,748 |
$145,000 |
-711 |
|
GPS Wealth Strategies Group LLC |
306 |
- |
2023-12-31 |
6,960 |
$130,000 |
0 |
|
HANSON MCCLAIN, INC. |
|
*New |
2023-12-31 |
6,000 |
$112,000 |
6,000 |
|
Cypress Capital Management LLC (WY) |
71 |
- |
2023-12-31 |
3,450 |
$65,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1949 |
- |
2023-12-31 |
3,324 |
$62,000 |
54 |
|
JONES FINANCIAL COMPANIES LLLP |
476 |
*New |
2023-12-31 |
2,680 |
$50,000 |
2,680 |
|
BUILDER INVESTMENT GROUP INC /ADV |
|
- |
2023-12-31 |
50,000 |
$50,000 |
0 |
|
MILESTONE GROUP INC |
248 |
*New |
2023-12-31 |
2,500 |
$47,000 |
2,500 |
|
CoreFirst Bank & Trust |
233 |
- |
2023-12-31 |
2,299 |
$43,000 |
0 |
|
FIFTH THIRD BANCORP |
1480 |
- |
2023-12-31 |
2,100 |
$39,000 |
0 |
|
Fortis Group Advisors LLC |
186 |
- |
2023-12-31 |
2,000 |
$37,000 |
1,000 |
|
ALPHAMARK ADVISORS LLC |
382 |
- |
2023-12-31 |
1,727 |
$32,000 |
0 |
|
MCF Advisors LLC |
455 |
*New |
2023-12-31 |
1,427 |
$27,000 |
1,427 |
|
CITY HOLDING CO |
362 |
- |
2023-12-31 |
1,260 |
$24,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,221 |
$23,000 |
0 |
|
LM Advisors LLC |
413 |
- |
2023-12-31 |
1,200 |
$22,000 |
0 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
684 |
$13,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
554 |
- |
2023-12-31 |
500 |
$9,000 |
0 |
|
Piscataqua Savings Bank |
|
- |
2023-12-31 |
410 |
$8,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1721 |
- |
2023-12-31 |
359 |
$7,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3013 |
*New |
2023-12-31 |
325 |
$6,000 |
325 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
381 |
*New |
2023-12-31 |
300 |
$6,000 |
300 |
|
Financial Freedom LLC |
|
- |
2023-12-31 |
258 |
$5,000 |
0 |
|
Colonial Trust Co / SC |
792 |
- |
2023-12-31 |
264 |
$5,000 |
0 |
|
Ahrens Investment Partners LLC |
853 |
*New |
2023-03-31 |
200 |
$3,000 |
200 |
|
HARBOUR INVESTMENTS INC. |
2699 |
- |
2023-12-31 |
125 |
$2,000 |
0 |
|
|
100 Records found
|
1
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