|
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 |
|
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 |
|
US BANCORP |
253 |
- |
2024-03-31 |
1,355,758 |
$29,013,000 |
247,558 |
|
SIGMA INVESTMENT COUNSELORS INC |
12 |
- |
2024-03-31 |
1,157,985 |
$24,781,000 |
264,956 |
|
ROYAL BANK OF CANADA |
1080 |
- |
2023-12-31 |
1,024,994 |
$22,182,000 |
776,668 |
|
WELLS FARGO & CO/MN |
1066 |
- |
2024-03-31 |
1,027,291 |
$21,984,000 |
678,631 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
505 |
- |
2024-03-31 |
933,028 |
$19,967,000 |
71,292 |
|
Klingman & Associates LLC |
22 |
- |
2024-03-31 |
789,420 |
$16,894,000 |
136,650 |
|
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 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
807 |
- |
2024-03-31 |
444,939 |
$9,522,000 |
77,881 |
|
Sound View Wealth Advisors Group LLC |
26 |
- |
2024-03-31 |
431,141 |
$9,226,000 |
94,412 |
|
Platte River Wealth Advisors LLC |
16 |
- |
2024-03-31 |
320,005 |
$6,848,000 |
57,976 |
|
Keeler Thomas Management LLC |
11 |
- |
2024-03-31 |
294,142 |
$6,297,000 |
26,855 |
|
JANNEY MONTGOMERY SCOTT LLC |
669 |
- |
2024-03-31 |
293,259 |
$6,276,000 |
18,183 |
|
Guidance Point Advisors LLC |
9 |
- |
2024-03-31 |
276,447 |
$5,916,000 |
24,437 |
|
Ironwood Wealth Management llc |
22 |
- |
2024-03-31 |
256,143 |
$5,481,000 |
148,952 |
|
HIGHTOWER ADVISORS, LLC |
915 |
- |
2024-03-31 |
253,908 |
$5,431,000 |
103,919 |
|
LYELL WEALTH MANAGEMENT LP |
69 |
- |
2024-03-31 |
218,035 |
$4,666,000 |
45,490 |
|
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 |
|
SANDY SPRING BANK |
111 |
- |
2024-03-31 |
202,433 |
$4,332,000 |
17,650 |
|
4Thought Financial Group Inc. |
7 |
- |
2024-03-31 |
193,535 |
$4,142,000 |
25,260 |
|
Probity Advisors Inc. |
21 |
- |
2024-03-31 |
187,002 |
$4,002,000 |
85,871 |
|
LPL FINANCIAL CORP |
1933 |
- |
2024-03-31 |
186,420 |
$3,989,000 |
69,293 |
|
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 |
|
Peloton Wealth Strategists |
24 |
- |
2023-12-31 |
160,000 |
$3,462,000 |
17,000 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
274 |
- |
2024-03-31 |
152,336 |
$3,260,000 |
11,933 |
|
MCF Advisors LLC |
32 |
- |
2024-03-31 |
151,504 |
$3,242,000 |
2,502 |
|
WRAPMANAGER INC |
24 |
- |
2024-03-31 |
142,282 |
$3,045,000 |
2,995 |
|
Praetorian Wealth Management Inc. |
30 |
- |
2024-03-31 |
124,935 |
$2,674,000 |
44,360 |
|
Parallel Advisors LLC |
199 |
- |
2024-03-31 |
120,040 |
$2,569,000 |
51,428 |
|
PRECEDENT WEALTH PARTNERS LLC |
21 |
- |
2024-03-31 |
110,615 |
$2,367,000 |
14,271 |
|
CWM LLC |
600 |
- |
2024-03-31 |
99,401 |
$2,127,000 |
23,694 |
|
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 |
|
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 |
|
Evergreen Wealth Solutions LLC |
|
- |
2023-12-31 |
71,630 |
$1,550,000 |
9,483 |
|
Paradigm Strategies in Wealth Management LLC |
17 |
- |
2024-03-31 |
65,756 |
$1,407,000 |
38,496 |
|
REDW Stanley Financial Advisors LLC |
46 |
- |
2024-03-31 |
51,466 |
$1,101,000 |
12,687 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
49,872 |
$1,079,000 |
34,077 |
|
Stonebrook Private Inc. |
72 |
- |
2024-03-31 |
45,165 |
$967,000 |
18,668 |
|
Beacon Pointe Advisors LLC |
|
- |
2023-12-31 |
41,417 |
$896,000 |
16,057 |
|
ASSOCIATED BANC-CORP |
207 |
- |
2024-03-31 |
40,604 |
$869,000 |
11,192 |
|
Mendota Financial Group LLC |
21 |
- |
2024-03-31 |
40,574 |
$868,000 |
14,245 |
|
LINCOLN NATIONAL CORP |
562 |
- |
2024-03-31 |
40,297 |
$862,000 |
28,551 |
|
CABOT MONEY MANAGEMENT INC |
104 |
- |
2024-03-31 |
39,617 |
$848,000 |
3,977 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
138 |
- |
2024-03-31 |
39,083 |
$836,000 |
18,568 |
|
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 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
160 |
- |
2024-03-31 |
35,690 |
$764,000 |
12,110 |
|
BEACON FINANCIAL GROUP |
180 |
- |
2024-03-31 |
35,661 |
$763,000 |
10,177 |
|
Advisor Group Holdings Inc. |
2796 |
- |
2024-03-31 |
27,251 |
$583,000 |
25,012 |
|
MONECO Advisors LLC |
220 |
- |
2024-03-31 |
26,718 |
$572,000 |
12,914 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1515 |
- |
2024-03-31 |
25,553 |
$547,000 |
2,130 |
|
Stokes Family Office LLC |
148 |
- |
2024-03-31 |
22,345 |
$478,000 |
2,000 |
|
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 |
|
Integrated Wealth Concepts LLC |
1082 |
- |
2023-12-31 |
18,656 |
$404,000 |
8,054 |
|
Syntegra Private Wealth Group LLC |
90 |
- |
2024-03-31 |
18,255 |
$391,000 |
3,427 |
|
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 |
|
Wealthstar Advisors LLC |
105 |
- |
2024-03-31 |
15,903 |
$347,000 |
4,090 |
|
ADIRONDACK TRUST CO |
112 |
- |
2024-03-31 |
14,617 |
$313,000 |
3,628 |
|
Mutual Advisors LLC |
845 |
- |
2024-03-31 |
14,483 |
$310,000 |
4,336 |
|
Bank of New Hampshire |
163 |
- |
2024-03-31 |
14,290 |
$306,000 |
6,535 |
|
Johnson Bixby & Associates LLC |
92 |
- |
2024-03-31 |
13,259 |
$284,000 |
3,935 |
|
Cherry Tree Wealth Management LLC |
150 |
- |
2024-03-31 |
11,170 |
$239,000 |
3,838 |
|
COMERICA BANK |
2231 |
- |
2023-12-31 |
9,519 |
$206,000 |
7,965 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1671 |
- |
2023-12-31 |
5,945 |
$129,000 |
4,743 |
|
Bogart Wealth LLC |
253 |
- |
2024-03-31 |
5,700 |
$122,000 |
697 |
|
HARBOUR INVESTMENTS INC. |
1131 |
- |
2023-12-31 |
4,668 |
$101,000 |
72 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
|
- |
2023-06-30 |
4,566 |
$97,000 |
475 |
|
Addison Advisors LLC |
362 |
- |
2024-03-31 |
2,320 |
$50,000 |
400 |
|
BLACKROCK INC. |
4649 |
- |
2024-03-31 |
1,382 |
$30,000 |
1,328 |
|
Sargent Bickham Lagudis LLC |
|
- |
2022-12-31 |
873 |
$18,000 |
47 |
|
AdvisorNet Financial Inc |
1108 |
- |
2024-03-31 |
856 |
$18,000 |
6 |
|
|
86 Records found
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1
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