|
Institutional
Holders
Total
Institutions:
|
129 35 |
|
Total
shares held :
|
25,897,254 |
|
% of shares
held :
|
28.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
84 |
|
Amount
of shares held :
|
9,013,908 |
|
% of shares
held change :
|
10.02% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
16 |
- |
2024-03-31 |
2,152,567 |
$46,065,000 |
238,881 |
|
BANK OF AMERICA CORP /DE/ |
1304 |
- |
2023-12-31 |
1,827,722 |
$39,552,000 |
242,842 |
|
UBS Group AG |
|
- |
2023-12-31 |
1,671,394 |
$36,169,000 |
1,186,635 |
|
GOLUB GROUP LLC |
|
*New |
2023-12-31 |
1,472,466 |
$31,864,000 |
1,472,466 |
|
MORGAN STANLEY |
2233 |
- |
2023-12-31 |
1,394,217 |
$30,171,000 |
541,710 |
|
GATEWAY ADVISORY, LLC |
|
- |
2023-12-31 |
1,346,197 |
$29,132,000 |
527,151 |
|
Aptus Capital Advisors LLC |
23 |
- |
2023-12-31 |
1,240,057 |
$26,835,000 |
-7,311 |
|
SIGMA INVESTMENT COUNSELORS INC |
12 |
- |
2024-03-31 |
1,157,985 |
$24,781,000 |
264,956 |
|
US BANCORP |
|
- |
2023-12-31 |
1,108,200 |
$23,981,000 |
619,312 |
|
ROYAL BANK OF CANADA |
1080 |
- |
2023-12-31 |
1,024,994 |
$22,182,000 |
776,668 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
505 |
- |
2024-03-31 |
933,028 |
$19,967,000 |
71,292 |
|
Klingman & Associates LLC |
|
- |
2023-12-31 |
652,770 |
$14,126,000 |
299,601 |
|
ARROW FINANCIAL CORP |
13 |
- |
2023-12-31 |
595,594 |
$12,889,000 |
53,567 |
|
BUFFINGTON MOHR MCNEAL |
15 |
- |
2024-03-31 |
587,209 |
$12,566,000 |
60,049 |
|
Venture Visionary Partners LLC |
|
- |
2023-12-31 |
555,313 |
$12,017,000 |
119,536 |
|
MV Capital Management Inc. |
22 |
- |
2024-03-31 |
531,467 |
$11,373,000 |
140,936 |
|
Rockefeller Capital Management L.P. |
443 |
- |
2023-12-31 |
479,796 |
$10,383,000 |
21,155 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
462 |
- |
2024-03-31 |
461,242 |
$9,871,000 |
447,429 |
|
AMERIPRISE FINANCIAL INC |
1827 |
- |
2023-12-31 |
412,382 |
$8,921,000 |
-182,966 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
|
- |
2023-12-31 |
367,058 |
$7,943,000 |
58,675 |
|
WELLS FARGO & CO/MN |
|
- |
2023-12-31 |
348,660 |
$7,545,000 |
209,304 |
|
Sound View Wealth Advisors Group LLC |
|
*New |
2023-12-31 |
336,729 |
$7,287,000 |
336,729 |
|
Platte River Wealth Advisors LLC |
16 |
- |
2024-03-31 |
320,005 |
$6,848,000 |
57,976 |
|
JANNEY MONTGOMERY SCOTT LLC |
|
- |
2023-12-31 |
275,076 |
$5,953,000 |
11,463 |
|
Keeler Thomas Management LLC |
|
- |
2023-12-31 |
267,287 |
$5,784,000 |
562 |
|
Ironwood Wealth Management llc |
22 |
- |
2024-03-31 |
256,143 |
$5,481,000 |
148,952 |
|
Guidance Point Advisors LLC |
|
- |
2023-12-31 |
252,010 |
$5,454,000 |
49,164 |
|
Signature Wealth Management Group |
9 |
- |
2024-03-31 |
220,939 |
$4,609,000 |
19,125 |
|
OAK FAMILY ADVISORS LLC |
21 |
- |
2024-03-31 |
207,761 |
$4,446,000 |
16,847 |
|
4Thought Financial Group Inc. |
7 |
- |
2024-03-31 |
193,535 |
$4,142,000 |
25,260 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
184,783 |
$3,999,000 |
18,186 |
|
Krilogy Financial LLC |
64 |
- |
2024-03-31 |
184,477 |
$3,948,000 |
4,287 |
|
RAYMOND JAMES & ASSOCIATES |
1746 |
- |
2024-03-31 |
183,055 |
$3,917,000 |
50,347 |
|
LYELL WEALTH MANAGEMENT LP |
|
- |
2023-12-31 |
172,545 |
$3,734,000 |
76,350 |
|
Peloton Wealth Strategists |
24 |
- |
2023-12-31 |
160,000 |
$3,462,000 |
17,000 |
|
HIGHTOWER ADVISORS, LLC |
1158 |
- |
2023-12-31 |
149,989 |
$3,242,000 |
125,545 |
|
MCF Advisors LLC |
32 |
- |
2024-03-31 |
151,504 |
$3,242,000 |
2,502 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
|
- |
2023-12-31 |
140,403 |
$3,039,000 |
125,975 |
|
WRAPMANAGER INC |
|
*New |
2023-12-31 |
139,287 |
$3,014,000 |
139,287 |
|
Praetorian Wealth Management Inc. |
30 |
- |
2024-03-31 |
124,935 |
$2,674,000 |
44,360 |
|
Garrett Investment Advisors LLC |
81 |
- |
2024-03-31 |
119,595 |
$2,559,000 |
-21,007 |
|
ENVESTNET ASSET MANAGEMENT INC |
2308 |
- |
2023-12-31 |
117,920 |
$2,552,000 |
-10,056 |
|
LPL FINANCIAL CORP |
2184 |
- |
2023-12-31 |
117,127 |
$2,535,000 |
11,135 |
|
PRECEDENT WEALTH PARTNERS LLC |
21 |
- |
2024-03-31 |
110,615 |
$2,367,000 |
14,271 |
|
GOLDMAN SACHS GROUP INC/ |
3044 |
*New |
2023-12-31 |
105,891 |
$2,291,000 |
105,891 |
|
Probity Advisors Inc. |
38 |
*New |
2023-12-31 |
101,131 |
$2,188,000 |
101,131 |
|
Kestra Advisory Services LLC |
754 |
*New |
2023-12-31 |
99,978 |
$2,164,000 |
99,978 |
|
CWM LLC |
600 |
- |
2024-03-31 |
99,401 |
$2,127,000 |
23,694 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1902 |
- |
2023-12-31 |
91,781 |
$1,986,000 |
80,576 |
|
IFP Advisors Inc |
|
- |
2023-12-31 |
87,775 |
$1,899,000 |
86,089 |
|
Goss Wealth Management LLC |
706 |
- |
2023-12-31 |
80,481 |
$1,742,000 |
22,332 |
|
INSTRUMENTAL WEALTH LLC |
|
*New |
2023-12-31 |
77,252 |
$1,653,000 |
77,252 |
|
OLD MISSION CAPITAL LLC |
312 |
- |
2023-12-31 |
75,148 |
$1,626,000 |
52,861 |
|
STIFEL FINANCIAL CORP |
1820 |
- |
2023-12-31 |
73,646 |
$1,594,000 |
1,714 |
|
CITADEL ADVISORS LLC |
2521 |
*New |
2023-12-31 |
72,557 |
$1,570,000 |
72,557 |
|
Evergreen Wealth Solutions LLC |
|
- |
2023-12-31 |
71,630 |
$1,550,000 |
9,483 |
|
Quantum Financial Advisors LLC |
41 |
*New |
2024-03-31 |
72,082 |
$1,543,000 |
72,082 |
|
HOWLAND CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
68,647 |
$1,486,000 |
9,737 |
|
Parallel Advisors LLC |
258 |
*New |
2023-12-31 |
68,612 |
$1,485,000 |
68,612 |
|
Lido Advisors LLC |
450 |
*New |
2023-12-31 |
64,566 |
$1,397,000 |
64,566 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
488 |
- |
2023-12-31 |
64,429 |
$1,394,000 |
-3,711 |
|
NEUBERGER BERMAN GROUP LLC |
|
*New |
2023-12-31 |
62,000 |
$1,342,000 |
62,000 |
|
Archford Capital Strategies LLC |
115 |
- |
2024-03-31 |
58,884 |
$1,260,000 |
-467 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
49,872 |
$1,079,000 |
34,077 |
|
LITTLE HOUSE CAPITAL LLC |
73 |
- |
2024-03-31 |
47,179 |
$1,010,000 |
-8,173 |
|
Beacon Pointe Advisors LLC |
|
- |
2023-12-31 |
41,417 |
$896,000 |
16,057 |
|
Mendota Financial Group LLC |
21 |
- |
2024-03-31 |
40,574 |
$868,000 |
14,245 |
|
REDW Stanley Financial Advisors LLC |
|
- |
2023-12-31 |
38,779 |
$839,000 |
15,800 |
|
CAPTRUST FINANCIAL ADVISORS |
1408 |
- |
2023-12-31 |
36,824 |
$797,000 |
3,879 |
|
Stratos Wealth Partners LTD. |
717 |
- |
2024-03-31 |
36,927 |
$790,000 |
4,718 |
|
CABOT MONEY MANAGEMENT INC |
100 |
- |
2023-12-31 |
35,640 |
$771,000 |
2,007 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
160 |
- |
2024-03-31 |
35,690 |
$764,000 |
12,110 |
|
ASSOCIATED BANC-CORP |
|
- |
2023-12-31 |
29,412 |
$636,000 |
1,480 |
|
BENJAMIN EDWARDS INC |
|
- |
2023-12-31 |
29,066 |
$629,000 |
-494 |
|
Paradigm Strategies in Wealth Management LLC |
|
- |
2023-12-31 |
27,260 |
$590,000 |
9,230 |
|
Stonebrook Private Inc. |
|
- |
2023-12-31 |
26,497 |
$573,000 |
0 |
|
MONECO Advisors LLC |
220 |
- |
2024-03-31 |
26,718 |
$572,000 |
12,914 |
|
DORSEY & WHITNEY TRUST CO LLC |
316 |
- |
2023-12-31 |
26,000 |
$563,000 |
0 |
|
BEACON FINANCIAL GROUP |
198 |
*New |
2023-12-31 |
25,484 |
$551,000 |
25,484 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1515 |
- |
2024-03-31 |
25,553 |
$547,000 |
2,130 |
|
Spectrum Wealth Counsel LLC |
87 |
- |
2023-12-31 |
23,398 |
$506,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
409 |
- |
2024-03-31 |
23,422 |
$501,000 |
-129 |
|
NWAM LLC |
341 |
*New |
2023-12-31 |
23,069 |
$499,000 |
23,069 |
|
AE Wealth Management LLC |
1457 |
- |
2023-12-31 |
21,867 |
$469,000 |
-29,200 |
|
BCS Wealth Management |
140 |
- |
2024-03-31 |
21,589 |
$462,000 |
11,617 |
|
Gradient Capital Advisors LLC |
94 |
- |
2024-03-31 |
21,490 |
$460,000 |
5,868 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
|
*New |
2023-12-31 |
20,515 |
$444,000 |
20,515 |
|
Stokes Family Office LLC |
|
*New |
2023-12-31 |
20,345 |
$440,000 |
20,345 |
|
MARINER WEALTH ADVISORS, LLC |
2034 |
*New |
2023-12-31 |
20,085 |
$435,000 |
20,085 |
|
PFG Private Wealth Management LLC |
25 |
- |
2024-03-31 |
19,934 |
$427,000 |
-319,242 |
|
Roble Belko & Company Inc |
78 |
- |
2024-03-31 |
18,912 |
$405,000 |
0 |
|
Integrated Wealth Concepts LLC |
1082 |
- |
2023-12-31 |
18,656 |
$404,000 |
8,054 |
|
Cetera Investment Advisers |
1639 |
- |
2023-12-31 |
17,397 |
$376,000 |
2,906 |
|
McGlone Suttner Wealth Management Inc. |
113 |
- |
2024-03-31 |
16,854 |
$361,000 |
424 |
|
Kesler Norman & Wride LLC |
136 |
- |
2024-03-31 |
16,478 |
$353,000 |
-14 |
|
Wealthstar Advisors LLC |
105 |
- |
2024-03-31 |
15,903 |
$347,000 |
4,090 |
|
Syntegra Private Wealth Group LLC |
|
- |
2023-12-31 |
14,828 |
$321,000 |
0 |
|
Granite Harbor Advisors Inc. |
|
- |
2023-12-31 |
14,776 |
$320,000 |
0 |
|
ADIRONDACK TRUST CO |
112 |
- |
2024-03-31 |
14,617 |
$313,000 |
3,628 |
|
MONTECITO BANK & TRUST |
223 |
*New |
2024-03-31 |
14,496 |
$310,000 |
14,496 |
|
|
100 Records found
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1
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