| |
Institutional
Holders
Total
Institutions:
 |
90  9 |
|
|
Total
shares held :
|
5,120,084 |
|
|
% of shares
held :
|
42.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
961,401 |
|
|
% of shares
held change :
|
8.05% |
|
| 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 |
  SPC FINANCIAL, INC. |
3 |
- |
2024-03-31 |
852,867 |
$62,097,000 |
47,562 |
|
| CKW FINANCIAL GROUP |
6 |
- |
2024-03-31 |
457,687 |
$33,137,000 |
32,013 |
|
| MORGAN STANLEY |
2225 |
- |
2023-12-31 |
455,282 |
$30,531,000 |
54,280 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
663 |
- |
2024-03-31 |
186,404 |
$13,572,000 |
18,042 |
|
| IFP Advisors Inc |
38 |
- |
2023-12-31 |
160,921 |
$10,791,000 |
8,878 |
|
| BANK OF AMERICA CORP /DE/ |
2369 |
- |
2023-12-31 |
150,093 |
$10,065,000 |
90,784 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1487 |
- |
2023-12-31 |
138,765 |
$9,306,000 |
134,275 |
|
| AMERIPRISE FINANCIAL INC |
1821 |
- |
2023-12-31 |
133,699 |
$8,966,000 |
2,835 |
|
| Sierra Capital LLC |
11 |
- |
2024-03-31 |
109,615 |
$7,981,000 |
60,808 |
|
| LPL FINANCIAL CORP |
1573 |
- |
2024-03-31 |
91,959 |
$6,696,000 |
5,123 |
|
| WELLS FARGO & CO/MN |
1852 |
- |
2024-03-31 |
82,329 |
$5,994,000 |
18,775 |
|
| Aptus Capital Advisors LLC |
111 |
- |
2023-12-31 |
88,436 |
$5,931,000 |
86,573 |
|
| FIRST HAWAIIAN BANK |
149 |
- |
2024-03-31 |
43,159 |
$3,142,000 |
982 |
|
| HIGHTOWER ADVISORS, LLC |
1252 |
- |
2024-03-31 |
37,069 |
$2,699,000 |
578 |
|
| Gladstone Institutional Advisory LLC |
173 |
- |
2023-12-31 |
39,553 |
$2,652,000 |
377 |
|
| Perigon Wealth Management LLC |
233 |
- |
2024-03-31 |
31,734 |
$2,311,000 |
6,678 |
|
| Abbrea Capital LLC |
89 |
- |
2024-03-31 |
23,225 |
$1,691,000 |
1,075 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
170 |
- |
2024-03-31 |
22,650 |
$1,649,000 |
1,873 |
|
| CWM LLC |
704 |
- |
2024-03-31 |
20,028 |
$1,458,000 |
5,180 |
|
| UBS Group AG |
3150 |
- |
2023-12-31 |
20,730 |
$1,390,000 |
16,391 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2024 |
- |
2024-03-31 |
18,456 |
$1,344,000 |
6,505 |
|
| KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
56 |
- |
2023-12-31 |
16,603 |
$1,113,000 |
5 |
|
| SageView Advisory Group LLC |
194 |
- |
2024-03-31 |
9,828 |
$1,020,000 |
2,132 |
|
| RAYMOND JAMES & ASSOCIATES |
2564 |
- |
2024-03-31 |
13,886 |
$1,011,000 |
2,412 |
|
| Princeton Global Asset Management LLC |
81 |
- |
2024-03-31 |
12,717 |
$926,000 |
971 |
|
| Asio Capital LLC |
78 |
- |
2024-03-31 |
12,021 |
$875,000 |
506 |
|
| Belpointe Asset Management LLC |
439 |
- |
2024-03-31 |
6,730 |
$490,000 |
2 |
|
| EPG Wealth Management LLC |
169 |
- |
2023-12-31 |
6,409 |
$433,000 |
22 |
|
| PRIVATE WEALTH PARTNERS LLC |
118 |
- |
2024-03-31 |
5,750 |
$419,000 |
500 |
|
| STERNECK CAPITAL MANAGEMENT, LLC |
66 |
- |
2024-03-31 |
4,825 |
$351,000 |
475 |
|
| BURNS WEALTH MANAGEMENT, INC. |
421 |
- |
2024-03-31 |
4,354 |
$317,000 |
284 |
|
| FMR LLC |
2887 |
- |
2023-12-31 |
2,279 |
$153,000 |
674 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1777 |
- |
2023-12-31 |
1,459 |
$98,000 |
819 |
|
| ICA Group Wealth Management LLC |
446 |
- |
2023-12-31 |
1,000 |
$67,000 |
1,000 |
|
| M&R CAPITAL MANAGEMENT INC |
222 |
- |
2024-03-31 |
787 |
$57,000 |
335 |
|
| Farmers & Merchants Trust Co of Chambersburg PA |
370 |
- |
2024-03-31 |
50 |
$4,000 |
50 |
|
|
36 Records found
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1
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