|
Institutional
Holders
Total
Institutions:
|
160 3 |
|
Total
shares held :
|
31,834,660 |
|
% of shares
held :
|
18.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
858,363 |
|
% of shares
held change :
|
0.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.17 |
|
Last
Quarter's Ending
Price :
|
$25.15 |
|
Last
Quarter's Average
Price :
|
$25.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.32 (1.27%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pinnacle Wealth Planning Services Inc. |
1 |
- |
2023-12-31 |
3,778,547 |
$81,454,000 |
-33,160 |
|
WELLS FARGO & CO/MN |
585 |
- |
2023-12-31 |
2,597,677 |
$65,332,000 |
-50,723 |
|
MORGAN STANLEY |
1954 |
- |
2023-12-31 |
1,582,176 |
$39,792,000 |
146,338 |
|
Edmonds Duncan Registered Investment Advisors LLC |
1 |
- |
2024-03-31 |
1,509,466 |
$38,506,000 |
29,179 |
|
RENAISSANCE TECHNOLOGIES LLC |
453 |
- |
2023-12-31 |
1,198,900 |
$30,152,000 |
762,636 |
|
Wealthfront Advisers LLC |
63 |
- |
2024-03-31 |
1,152,190 |
$29,392,000 |
-148,155 |
|
LPL FINANCIAL CORP |
727 |
- |
2023-12-31 |
1,126,045 |
$28,320,000 |
152,223 |
|
AMERIPRISE FINANCIAL INC |
1082 |
- |
2023-12-31 |
1,088,165 |
$27,361,000 |
312,856 |
|
Capital Advantage Inc. |
|
- |
2023-12-31 |
1,015,085 |
$25,529,000 |
8,444 |
|
KFA Private Wealth Group LLC |
2 |
- |
2023-12-31 |
916,634 |
$23,053,000 |
39,069 |
|
Virtue Capital Management LLC |
2 |
- |
2023-12-31 |
883,665 |
$22,237,000 |
245,107 |
|
Insight Wealth Strategies LLC |
9 |
- |
2024-03-31 |
782,055 |
$19,950,000 |
-97,334 |
|
BANK OF AMERICA CORP /DE/ |
1821 |
- |
2023-12-31 |
765,330 |
$19,248,000 |
-140,099 |
|
Concord Wealth Partners |
2 |
- |
2023-12-31 |
758,893 |
$19,086,000 |
-83,663 |
|
Systelligence LLC |
3 |
- |
2024-03-31 |
606,999 |
$15,485,000 |
-1,975 |
|
Demars Financial Group LLC |
3 |
- |
2023-12-31 |
593,400 |
$14,924,000 |
8,828 |
|
Advisor OS LLC |
9 |
- |
2023-12-31 |
591,464 |
$14,875,000 |
4,356 |
|
Bensler LLC |
|
- |
2023-12-31 |
588,231 |
$14,794,000 |
55,742 |
|
Deseret Mutual Benefit Administrators |
3 |
- |
2023-12-31 |
554,023 |
$13,934,000 |
0 |
|
WealthPlan Investment Management LLC |
6 |
- |
2023-12-31 |
449,990 |
$11,317,000 |
-80,311 |
|
JANE STREET GROUP LLC |
847 |
- |
2023-12-31 |
449,169 |
$11,297,000 |
399,652 |
|
Wealth Management Solutions LLC |
5 |
- |
2023-09-30 |
399,629 |
$10,107,000 |
-6,544 |
|
UBS Group AG |
1467 |
- |
2023-12-31 |
388,802 |
$9,778,000 |
52,221 |
|
DAVID R. RAHN & ASSOCIATES INC. |
8 |
*New |
2024-03-31 |
363,407 |
$9,271,000 |
363,407 |
|
High Note Wealth LLC |
9 |
- |
2023-12-31 |
365,861 |
$9,201,000 |
-21,181 |
|
ENVESTNET ASSET MANAGEMENT INC |
1524 |
- |
2023-12-31 |
352,327 |
$8,861,000 |
-67,319 |
|
Equitable Holdings Inc. |
175 |
- |
2023-12-31 |
294,196 |
$7,399,000 |
1,630 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
293,288 |
$7,376,000 |
3,177 |
|
Advisor Group Holdings Inc. |
968 |
- |
2023-12-31 |
291,054 |
$7,320,000 |
-121,800 |
|
Family Firm Inc. |
10 |
- |
2023-12-31 |
289,802 |
$7,289,000 |
7,597 |
|
AE Wealth Management LLC |
531 |
- |
2023-12-31 |
240,985 |
$6,111,000 |
67,413 |
|
Coppell Advisory Solutions LLC |
13 |
*New |
2023-12-31 |
240,001 |
$6,036,000 |
240,001 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
654 |
- |
2023-12-31 |
217,647 |
$5,474,000 |
84,883 |
|
MML INVESTORS SERVICES LLC |
574 |
- |
2023-12-31 |
208,721 |
$5,249,000 |
78,707 |
|
Wright Fund Managment LLC |
|
- |
2023-12-31 |
207,000 |
$5,206,000 |
-185,400 |
|
WHITE PINE INVESTMENT CO |
|
- |
2023-12-31 |
192,927 |
$4,852,000 |
-11,990 |
|
Feltz Wealth PLAN Inc. |
65 |
- |
2023-12-31 |
186,018 |
$4,678,000 |
-1,351 |
|
VISTA INVESTMENT MANAGEMENT |
8 |
- |
2023-12-31 |
182,041 |
$4,578,000 |
37,204 |
|
SCOTIA CAPITAL INC. |
264 |
- |
2023-12-31 |
172,366 |
$4,335,000 |
-14,145 |
|
STIFEL FINANCIAL CORP |
1209 |
- |
2023-12-31 |
163,687 |
$4,117,000 |
-19,978 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1198 |
- |
2023-12-31 |
163,227 |
$4,105,000 |
130,440 |
|
Arete Wealth Advisors LLC |
68 |
- |
2023-12-31 |
160,075 |
$4,026,000 |
130,703 |
|
RAYMOND JAMES & ASSOCIATES |
1671 |
- |
2023-12-31 |
159,277 |
$4,006,000 |
9,294 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1293 |
- |
2023-12-31 |
157,139 |
$3,952,000 |
148,169 |
|
DEUTSCHE BANK AG |
1330 |
- |
2023-12-31 |
153,115 |
$3,851,000 |
-1,349 |
|
MADDEN ADVISORY SERVICES, INC. |
15 |
- |
2023-12-31 |
143,969 |
$3,621,000 |
11,989 |
|
PROEQUITIES INC. |
93 |
- |
2023-12-31 |
134,169 |
$3,374,000 |
-8,882 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
134,099 |
$3,373,000 |
3,566 |
|
Kovack Advisors Inc. |
47 |
- |
2024-03-31 |
131,737 |
$3,361,000 |
-2,201 |
|
Perigon Wealth Management LLC |
165 |
- |
2023-12-31 |
131,924 |
$3,318,000 |
104,008 |
|
AlphaCore Capital LLC |
50 |
- |
2023-12-31 |
108,000 |
$2,716,000 |
0 |
|
GUGGENHEIM CAPITAL LLC |
737 |
- |
2023-12-31 |
107,702 |
$2,709,000 |
1,472 |
|
All Terrain Financial Advisors LLC |
23 |
- |
2023-12-31 |
105,936 |
$2,664,000 |
-6,533 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
192 |
- |
2023-12-31 |
102,264 |
$2,572,000 |
1,727 |
|
Wealthcare Advisory Partners LLC |
218 |
- |
2024-03-31 |
84,335 |
$2,151,000 |
1,333 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
146 |
- |
2023-12-31 |
85,499 |
$2,150,000 |
-350,436 |
|
AlphaStar Capital Management LLC |
65 |
- |
2023-12-31 |
84,060 |
$2,114,000 |
7,309 |
|
PICTET ASSET MANAGEMENT SA |
901 |
- |
2023-06-30 |
81,010 |
$2,046,000 |
-4,715 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
203 |
- |
2023-12-31 |
75,900 |
$1,909,000 |
1,192 |
|
Pictet Asset Management Holding SA |
896 |
- |
2023-12-31 |
74,825 |
$1,882,000 |
-6,185 |
|
Fusion Capital LLC |
|
- |
2023-12-31 |
73,508 |
$1,849,000 |
-4,650 |
|
Montis Financial LLC |
15 |
- |
2024-03-31 |
71,800 |
$1,832,000 |
7,044 |
|
Opal Wealth Advisors LLC |
30 |
- |
2024-03-31 |
70,341 |
$1,794,000 |
14,334 |
|
Cetera Investment Advisers |
841 |
- |
2023-12-31 |
71,221 |
$1,791,000 |
6,436 |
|
Laffer Tengler Investments |
50 |
- |
2023-12-31 |
69,689 |
$1,753,000 |
-2,795 |
|
We Are One Seven LLC |
240 |
- |
2023-12-31 |
62,629 |
$1,575,000 |
39,817 |
|
TWO SIGMA SECURITIES LLC |
160 |
*New |
2023-12-31 |
58,653 |
$1,475,000 |
58,653 |
|
Kohmann Bosshard Financial Services LLC |
63 |
- |
2024-03-31 |
57,137 |
$1,458,000 |
-2,744 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
255 |
- |
2023-12-31 |
57,186 |
$1,438,000 |
0 |
|
Kestra Advisory Services LLC |
990 |
- |
2023-12-31 |
51,417 |
$1,293,000 |
26,194 |
|
Dynamic Advisors Solutions LLC |
391 |
- |
2024-03-31 |
49,326 |
$1,258,000 |
7,792 |
|
Anson Capital Inc. |
13 |
- |
2023-12-31 |
49,919 |
$1,255,000 |
-2,193 |
|
OLD MISSION CAPITAL LLC |
374 |
- |
2023-12-31 |
49,677 |
$1,249,000 |
49,677 |
|
CWM LLC |
772 |
- |
2024-03-31 |
48,316 |
$1,233,000 |
8,563 |
|
NATIONAL ASSET MANAGEMENT, INC. |
488 |
- |
2023-12-31 |
45,042 |
$1,133,000 |
-649 |
|
EQIS CAPITAL MANAGEMENT, INC. |
214 |
- |
2023-12-31 |
43,982 |
$1,106,000 |
-7,661 |
|
Pointe Capital Management LLC |
28 |
- |
2023-12-31 |
41,420 |
$1,042,000 |
-660 |
|
TOWNSQUARE CAPITAL LLC |
584 |
- |
2023-12-31 |
41,037 |
$1,032,000 |
-584 |
|
Colonial River Wealth Management LLC |
|
- |
2023-12-31 |
40,747 |
$1,025,000 |
18,248 |
|
Valtinson Bruner Financial Planning LLC |
51 |
- |
2023-12-31 |
40,389 |
$1,016,000 |
806 |
|
IFG Advisory LLC |
244 |
- |
2023-12-31 |
39,677 |
$998,000 |
663 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1977 |
- |
2023-12-31 |
38,431 |
$967,000 |
4,959 |
|
Coppell Advisory Solutions Corp. |
85 |
*New |
2023-03-31 |
37,816 |
$943,000 |
37,816 |
|
Balanced Rock Investment Advisor |
27 |
- |
2023-12-31 |
36,453 |
$917,000 |
0 |
|
Atria Wealth Solutions Inc. |
892 |
- |
2023-12-31 |
36,255 |
$912,000 |
-23,951 |
|
HALLMARK CAPITAL MANAGEMENT INC |
124 |
- |
2023-12-31 |
36,110 |
$908,000 |
-479 |
|
Kingsview Wealth Management LLC |
494 |
*New |
2023-12-31 |
35,884 |
$902,000 |
35,884 |
|
ROYAL BANK OF CANADA |
3208 |
- |
2023-12-31 |
33,361 |
$839,000 |
3,198 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
70 |
- |
2023-12-31 |
33,313 |
$838,000 |
191 |
|
Integrated Wealth Concepts LLC |
818 |
- |
2023-12-31 |
30,390 |
$764,000 |
-585 |
|
Laurel Wealth Advisors Inc. |
278 |
- |
2022-12-31 |
30,367 |
$756,000 |
-3,353 |
|
SELDON CAPITAL LP |
28 |
- |
2023-12-31 |
30,000 |
$755,000 |
0 |
|
AFT, FORSYTH & COMPANY, INC. |
56 |
- |
2023-12-31 |
29,886 |
$752,000 |
100 |
|
CFG ASSET MANAGEMENT LLC |
126 |
- |
2023-12-31 |
29,595 |
$744,000 |
355 |
|
EP WEALTH ADVISORS, INC. |
431 |
- |
2023-12-31 |
27,415 |
$689,000 |
-3,483 |
|
HIGHTOWER ADVISORS, LLC |
2029 |
- |
2023-12-31 |
27,064 |
$687,000 |
27,064 |
|
Savvy Advisors Inc. |
37 |
- |
2023-12-31 |
27,120 |
$682,000 |
0 |
|
PFG Advisors |
333 |
- |
2023-12-31 |
24,558 |
$618,000 |
-3,081 |
|
HERITAGE WEALTH MANAGEMENT LLC |
69 |
*New |
2023-12-31 |
24,484 |
$616,000 |
24,484 |
|
JANNEY MONTGOMERY SCOTT LLC |
1755 |
- |
2023-12-31 |
23,728 |
$597,000 |
-1,446 |
|
|
100 Records found
|
1
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