|
Institutional
Holders
Total
Institutions:
|
260 39 |
|
Total
shares held :
|
55,257,123 |
|
% of shares
held :
|
38.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
120 |
|
Amount
of shares held :
|
4,728,130 |
|
% of shares
held change :
|
3.31% |
|
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 |
Capital Investment Advisors LLC |
21 |
- |
2024-03-31 |
1,875,074 |
$44,627,000 |
-163,639 |
|
AMERIPRISE FINANCIAL INC |
996 |
- |
2023-12-31 |
1,329,266 |
$31,658,000 |
-356,374 |
|
Sound View Wealth Advisors Group LLC |
8 |
- |
2024-03-31 |
742,378 |
$17,669,000 |
-3,765 |
|
RVW Wealth LLC |
23 |
- |
2024-03-31 |
716,830 |
$17,061,000 |
-13,486 |
|
US BANCORP |
355 |
- |
2024-03-31 |
617,055 |
$14,686,000 |
-53,126 |
|
GATEWAY ADVISORY, LLC |
5 |
- |
2023-12-31 |
538,017 |
$12,875,000 |
-213,840 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
126 |
- |
2024-03-31 |
505,438 |
$12,029,000 |
-310,089 |
|
Keeler Thomas Management LLC |
6 |
- |
2024-03-31 |
369,672 |
$8,815,000 |
-8,535 |
|
PFG Private Wealth Management LLC |
6 |
- |
2024-03-31 |
301,927 |
$7,186,000 |
-31,077 |
|
Signature Wealth Management Group |
4 |
- |
2024-03-31 |
254,759 |
$5,989,000 |
-625 |
|
JANNEY MONTGOMERY SCOTT LLC |
753 |
- |
2024-03-31 |
215,129 |
$5,120,000 |
-72,188 |
|
TLWM |
12 |
- |
2024-03-31 |
183,268 |
$4,362,000 |
-2,695 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
134 |
- |
2024-03-31 |
170,586 |
$4,060,000 |
-9,857 |
|
Matthew Goff Investment Advisor LLC |
38 |
- |
2024-03-31 |
128,210 |
$3,051,000 |
-967 |
|
VIRGINIA WEALTH MANAGEMENT GROUP INC. |
19 |
- |
2024-03-31 |
127,120 |
$3,025,000 |
-3,785 |
|
Garrett Investment Advisors LLC |
66 |
- |
2024-03-31 |
126,232 |
$3,004,000 |
-21,253 |
|
Integrated Wealth Concepts LLC |
350 |
- |
2023-12-31 |
122,392 |
$2,929,000 |
-3,755 |
|
HANSON MCCLAIN, INC. |
268 |
- |
2024-03-31 |
111,372 |
$2,651,000 |
-30,622 |
|
CAMELOT PORTFOLIOS, LLC |
10 |
- |
2024-03-31 |
80,836 |
$1,924,000 |
-33,827 |
|
Fortis Capital Management LLC |
44 |
- |
2024-03-31 |
78,328 |
$1,864,000 |
-395 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
445 |
- |
2023-12-31 |
72,587 |
$1,737,000 |
-3,325 |
|
Great Diamond Partners LLC |
74 |
- |
2024-03-31 |
62,433 |
$1,486,000 |
-1,997 |
|
Cornell Pochily Investment Advisors Inc. |
55 |
- |
2024-03-31 |
55,715 |
$1,326,000 |
-802 |
|
Archford Capital Strategies LLC |
113 |
- |
2024-03-31 |
54,028 |
$1,286,000 |
-404 |
|
MEITAV DASH INVESTMENTS LTD |
125 |
- |
2024-03-31 |
53,503 |
$1,272,000 |
-4,257 |
|
LINCOLN NATIONAL CORP |
475 |
- |
2024-03-31 |
48,417 |
$1,152,000 |
-4,598 |
|
FinTrust Capital Advisors LLC |
99 |
- |
2024-03-31 |
48,090 |
$1,145,000 |
-1,369 |
|
LITTLE HOUSE CAPITAL LLC |
67 |
- |
2024-03-31 |
44,743 |
$1,065,000 |
-7,326 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
332 |
- |
2024-03-31 |
44,300 |
$1,054,000 |
-4,950 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1256 |
- |
2024-03-31 |
39,186 |
$933,000 |
-8,764 |
|
DAVIDSON D A & CO |
742 |
- |
2023-12-31 |
37,738 |
$903,000 |
-10,115 |
|
MML INVESTORS SERVICES LLC |
1441 |
- |
2023-12-31 |
36,273 |
$868,000 |
-4,676 |
|
AE Wealth Management LLC |
1225 |
- |
2023-12-31 |
33,516 |
$801,000 |
-46,390 |
|
BENJAMIN EDWARDS INC |
157 |
- |
2024-03-31 |
32,443 |
$772,000 |
-2,762 |
|
Granite Bay Wealth Management LLC |
|
- |
2024-03-31 |
24,809 |
$590,000 |
-1,863,358 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
132 |
- |
2024-03-31 |
24,737 |
$589,000 |
-3,110 |
|
Black Swift Group LLC |
|
- |
2023-12-31 |
24,620 |
$589,000 |
-44,305 |
|
Princeton Global Asset Management LLC |
102 |
- |
2024-03-31 |
23,739 |
$565,000 |
-1,122 |
|
NovaPoint Capital LLC |
85 |
- |
2024-03-31 |
20,514 |
$488,000 |
-3,538 |
|
American Money Management LLC |
101 |
- |
2024-03-31 |
18,268 |
$435,000 |
-1,498 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
303 |
- |
2024-03-31 |
18,227 |
$433,000 |
-1,833 |
|
CFS Investment Advisory Services LLC |
111 |
- |
2023-12-31 |
16,943 |
$405,000 |
-3,754 |
|
FINANCIAL NETWORK |
2086 |
- |
2023-12-31 |
15,546 |
$372,000 |
-10,611 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
146 |
- |
2024-03-31 |
12,147 |
$289,000 |
-323 |
|
KISTLERTIFFANY COMPANIES, LLC |
283 |
- |
2023-06-30 |
11,950 |
$281,000 |
-11,626 |
|
RAYMOND JAMES TRUST CO |
1069 |
- |
2024-03-31 |
10,611 |
$253,000 |
-257 |
|
Perigon Wealth Management LLC |
741 |
- |
2024-03-31 |
10,041 |
$239,000 |
-1,229 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
144 |
- |
2023-06-30 |
8,843 |
$208,000 |
-1,050 |
|
Pinnacle Bank |
395 |
- |
2024-03-31 |
2,135 |
$51,000 |
-7,335 |
|
Householder Group Estate & Retirement Specialist L |
556 |
- |
2024-03-31 |
1,423 |
$34,000 |
-13 |
|
Peoples Bank/KS |
238 |
- |
2024-03-31 |
200 |
$5,000 |
-100 |
|
FMR LLC |
4279 |
- |
2023-12-31 |
220 |
$5,000 |
-9 |
|
|
52 Records found
|
1
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