| |
Institutional
Holders
Total
Institutions:
 |
31  2 |
|
|
Total
shares held :
|
2,167,453 |
|
|
% of shares
held :
|
24.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
738,046 |
|
|
% of shares
held change :
|
 8.2% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
2222 |
- |
2023-12-31 |
404,089 |
$11,848,000 |
150,637 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1679 |
*New |
2023-12-31 |
232,684 |
$6,822,000 |
232,684 |
|
| BB&T CORP |
747 |
*New |
2023-12-31 |
228,836 |
$6,709,000 |
228,836 |
|
| HIGHTOWER ADVISORS, LLC |
886 |
- |
2023-12-31 |
199,903 |
$5,860,000 |
2,828 |
|
| RAYMOND JAMES & ASSOCIATES |
1479 |
- |
2024-03-31 |
194,906 |
$5,809,000 |
-767 |
|
| RFG Advisory Group LLC |
107 |
- |
2024-03-31 |
163,298 |
$4,867,000 |
2,485 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1261 |
- |
2024-03-31 |
132,595 |
$3,952,000 |
-228,215 |
|
| Green Harvest Asset Management LLC |
71 |
- |
2023-12-31 |
88,359 |
$2,591,000 |
-9,836 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
34 |
- |
2024-03-31 |
74,970 |
$2,236,000 |
-391 |
|
| LEGACY PRIVATE TRUST CO. |
137 |
- |
2024-03-31 |
40,453 |
$1,206,000 |
13,487 |
|
| Yoder Wealth Management Inc. |
42 |
- |
2024-03-31 |
28,958 |
$863,000 |
6,996 |
|
| ROYAL BANK OF CANADA |
3281 |
- |
2023-12-31 |
26,248 |
$770,000 |
22,492 |
|
| Walker Asset Management LLC |
37 |
- |
2024-03-31 |
24,535 |
$731,000 |
17 |
|
| UBS Group AG |
3790 |
- |
2023-12-31 |
20,969 |
$615,000 |
1,679 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
411 |
- |
2023-12-31 |
18,510 |
$543,000 |
-1,604 |
|
| Atria Wealth Solutions Inc. |
1255 |
- |
2023-12-31 |
15,319 |
$449,000 |
-3,327 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3112 |
- |
2024-03-31 |
11,438 |
$341,000 |
0 |
|
| LPL FINANCIAL CORP |
3989 |
- |
2023-12-31 |
10,564 |
$310,000 |
1,984 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
587 |
- |
2023-12-31 |
9,989 |
$293,000 |
549 |
|
| BURNS WEALTH MANAGEMENT, INC. |
416 |
- |
2023-12-31 |
9,883 |
$290,000 |
0 |
|
| Lido Advisors LLC |
1005 |
- |
2023-12-31 |
8,035 |
$236,000 |
-14,539 |
|
| Laidlaw Wealth Management LLC |
221 |
- |
2023-12-31 |
7,742 |
$227,000 |
-2,754 |
|
| PRINCIPAL SECURITIES INC. |
915 |
- |
2023-12-31 |
6,898 |
$202,000 |
0 |
|
| Laurel Wealth Advisors LLC |
333 |
- |
2023-12-31 |
925 |
$27,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1874 |
*New |
2023-12-31 |
568 |
$17,000 |
568 |
|
| Advisor Group Holdings Inc. |
6160 |
- |
2023-12-31 |
119 |
$3,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1936 |
*New |
2024-03-31 |
103 |
$3,000 |
103 |
|
| MCF Advisors LLC |
766 |
- |
2024-03-31 |
111 |
$3,000 |
0 |
|
| Financial Gravity Wealth Inc. |
508 |
- |
2023-12-31 |
67 |
$2,000 |
0 |
|
| Goss Wealth Management LLC |
3539 |
*Closed |
2023-12-31 |
0 |
$0 |
-967 |
|
| Carmichael Hill & Associates Inc. |
665 |
*Closed |
2024-03-31 |
0 |
$0 |
-94 |
|
| Kalos Management Inc. |
229 |
*Closed |
2023-06-30 |
0 |
$0 |
-75 |
|
| FLOW TRADERS U.S. LLC |
922 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,308 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6672 |
- |
2023-12-31 |
0 |
$0 |
-1 |
|
| GOLDMAN SACHS GROUP INC/ |
4875 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,152 |
|
| CM WEALTH ADVISORS LLC |
79 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,342 |
|
|
37 Records found
|
1
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