|
Institutional
Holders
Total
Institutions:
|
147 6 |
|
Total
shares held :
|
18,279,147 |
|
% of shares
held :
|
20.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
4,235,861 |
|
% of shares
held change :
|
4.71% |
|
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 |
US BANCORP |
313 |
- |
2024-03-31 |
715,074 |
$18,921,000 |
-108,737 |
|
Goss Wealth Management LLC |
140 |
- |
2023-12-31 |
600,007 |
$15,899,000 |
-18,923 |
|
LPL FINANCIAL CORP |
1382 |
- |
2024-03-31 |
350,416 |
$9,272,000 |
-13,968 |
|
LEAVELL T & ASSOCIATES INC |
57 |
- |
2024-03-31 |
306,401 |
$8,107,000 |
-16,250 |
|
BB&T CORP |
821 |
- |
2023-12-31 |
213,219 |
$5,660,000 |
-989 |
|
HIGHTOWER ADVISORS, LLC |
899 |
- |
2024-03-31 |
211,807 |
$5,604,000 |
-14,199 |
|
ROYAL BANK OF CANADA |
2110 |
- |
2023-12-31 |
136,268 |
$3,617,000 |
-2,424 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
32 |
- |
2024-03-31 |
115,001 |
$3,043,000 |
-24,020 |
|
Sound View Wealth Advisors Group LLC |
69 |
- |
2024-03-31 |
112,771 |
$2,984,000 |
-5,672 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
361 |
- |
2023-12-31 |
106,231 |
$2,820,000 |
-13,326 |
|
GATEWAY ADVISORY, LLC |
34 |
- |
2023-12-31 |
104,957 |
$2,786,000 |
-1,884 |
|
WOODMONT INVESTMENT COUNSEL LLC |
83 |
- |
2024-03-31 |
94,650 |
$2,504,000 |
-10,000 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
93 |
- |
2024-03-31 |
91,484 |
$2,421,000 |
-8,656 |
|
Stonebridge Capital Advisors LLC |
83 |
- |
2023-12-31 |
90,575 |
$2,404,000 |
-4,173 |
|
Steward Partners Investment Advisory LLC |
470 |
- |
2023-12-31 |
85,166 |
$2,261,000 |
-28,231 |
|
SENTINEL PENSION ADVISORS INC |
29 |
- |
2023-12-31 |
83,100 |
$2,206,000 |
-1,565 |
|
REGIONS FINANCIAL CORP |
373 |
- |
2024-03-31 |
76,109 |
$2,014,000 |
-4,175 |
|
AMERIPRISE FINANCIAL INC |
2930 |
- |
2023-12-31 |
57,963 |
$1,539,000 |
-698,658 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2060 |
- |
2024-03-31 |
57,764 |
$1,528,000 |
-448,990 |
|
CREATIVE PLANNING |
1068 |
- |
2023-12-31 |
52,751 |
$1,400,000 |
-9,022 |
|
Foundry Financial Group Inc. |
21 |
- |
2024-03-31 |
50,522 |
$1,337,000 |
-1,349 |
|
Blue Square Asset Management LLC |
39 |
- |
2024-03-31 |
49,109 |
$1,299,000 |
-398 |
|
CFS Investment Advisory Services LLC |
67 |
- |
2023-12-31 |
46,322 |
$1,230,000 |
-4,529 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
101 |
- |
2024-03-31 |
40,804 |
$1,080,000 |
-7,109 |
|
SANDY SPRING BANK |
222 |
- |
2024-03-31 |
35,415 |
$937,000 |
-1,950 |
|
Royal Harbor Partners LLC |
32 |
- |
2024-03-31 |
31,245 |
$827,000 |
-1,794 |
|
Garden State Investment Advisory Services LLC |
67 |
- |
2023-12-31 |
31,075 |
$825,000 |
-4,503 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
559 |
- |
2024-03-31 |
29,185 |
$772,000 |
-18,630 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
206 |
- |
2024-03-31 |
29,090 |
$770,000 |
-32,365 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
298 |
- |
2024-03-31 |
25,268 |
$669,000 |
-3,048 |
|
FINANCIAL NETWORK |
1759 |
- |
2023-12-31 |
21,678 |
$575,000 |
-19,827 |
|
Private Advisor Group LLC |
1555 |
- |
2024-03-31 |
17,611 |
$466,000 |
-691 |
|
PFG Private Wealth Management LLC |
23 |
- |
2024-03-31 |
17,179 |
$455,000 |
-8,897 |
|
Klingman & Associates LLC |
151 |
- |
2024-03-31 |
16,351 |
$433,000 |
-3,350 |
|
Paradigm Strategies in Wealth Management LLC |
30 |
- |
2024-03-31 |
15,394 |
$407,000 |
-15,768 |
|
Brandywine Oak Private Wealth LLC |
173 |
- |
2024-03-31 |
14,080 |
$373,000 |
-2,306 |
|
LEGACY PRIVATE TRUST CO. |
191 |
- |
2024-03-31 |
13,629 |
$361,000 |
-3,870 |
|
WealthBridge Capital Management LLC |
127 |
- |
2024-03-31 |
11,942 |
$316,000 |
-113 |
|
Baird Financial Group Inc. |
1496 |
- |
2023-12-31 |
11,921 |
$316,000 |
-14,778 |
|
SUMMIT INVESTMENT ADVISORS INC |
1045 |
- |
2023-12-31 |
10,860 |
$288,000 |
-437 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
730 |
- |
2023-12-31 |
10,476 |
$278,000 |
-5,904 |
|
WJ Wealth Management LLC |
68 |
- |
2024-03-31 |
9,551 |
$253,000 |
-7,813 |
|
Mutual Advisors LLC |
932 |
- |
2024-03-31 |
9,471 |
$251,000 |
-734 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
103 |
- |
2024-03-31 |
9,310 |
$246,000 |
-2,095 |
|
ARROW FINANCIAL CORP |
152 |
- |
2023-12-31 |
8,946 |
$237,000 |
-837 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
472 |
- |
2024-03-31 |
8,016 |
$212,000 |
-1,000 |
|
Evergreen Private Wealth LLC |
95 |
- |
2024-03-31 |
4,462 |
$118,000 |
-25,871 |
|
HARBOUR INVESTMENTS INC. |
1369 |
- |
2023-12-31 |
2,271 |
$60,000 |
-6 |
|
Farther Finance Advisors LLC |
1497 |
- |
2023-12-31 |
471 |
$13,000 |
-795 |
|
J P MORGAN CHASE & CO |
5029 |
- |
2024-03-31 |
393 |
$10,000 |
-1,321 |
|
Bank of New Hampshire |
452 |
- |
2024-03-31 |
110 |
$3,000 |
-720 |
|
|
51 Records found
|
1
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