| |
Institutional
Holders
Total
Institutions:
 |
98  18 |
|
|
Total
shares held :
|
9,535,831 |
|
|
% of shares
held :
|
10.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
41 |
|
|
Amount
of shares held :
|
2,640,181 |
|
|
% of shares
held change :
|
2.93% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
1692 |
- |
2023-12-31 |
899,067 |
$23,007,000 |
339,188 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
42 |
- |
2024-03-31 |
753,826 |
$19,049,000 |
42,842 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1075 |
- |
2023-12-31 |
725,660 |
$18,570,000 |
129,507 |
|
| Kathmere Capital Management LLC |
17 |
- |
2024-03-31 |
664,782 |
$16,799,000 |
51,920 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
216 |
- |
2023-12-31 |
641,561 |
$16,418,000 |
26,846 |
|
| US BANCORP |
351 |
- |
2024-03-31 |
587,105 |
$14,836,000 |
45,789 |
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
22 |
- |
2024-03-31 |
379,157 |
$9,581,000 |
12,559 |
|
| HIGHTOWER ADVISORS, LLC |
720 |
- |
2024-03-31 |
363,321 |
$9,180,000 |
3,069 |
|
| HILLSTRUST |
36 |
- |
2024-03-31 |
277,351 |
$7,009,000 |
728 |
|
| UBS Group AG |
|
- |
2023-12-31 |
260,219 |
$6,659,000 |
101,257 |
|
| Praetorian Wealth Management Inc. |
18 |
- |
2024-03-31 |
235,656 |
$5,955,000 |
14,807 |
|
| Heartwood Wealth Advisors LLC |
29 |
- |
2024-03-31 |
220,216 |
$5,565,000 |
15,436 |
|
| LPL FINANCIAL CORP |
1759 |
- |
2024-03-31 |
200,541 |
$5,068,000 |
28,687 |
|
| GATEWAY ADVISORY, LLC |
|
- |
2023-12-31 |
177,092 |
$4,532,000 |
112,218 |
|
| AMERIPRISE FINANCIAL INC |
2505 |
- |
2023-12-31 |
138,909 |
$3,555,000 |
31,631 |
|
| Envision Financial Planning LLC |
11 |
- |
2024-03-31 |
126,280 |
$3,191,000 |
11,720 |
|
| MORGAN STANLEY |
4136 |
- |
2023-12-31 |
122,295 |
$3,130,000 |
62,758 |
|
| Cypress Point Wealth Management LLC |
15 |
- |
2024-03-31 |
117,231 |
$2,962,000 |
231 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
207 |
- |
2024-03-31 |
95,385 |
$2,410,000 |
27,614 |
|
| ROYAL BANK OF CANADA |
2791 |
- |
2023-12-31 |
57,340 |
$1,467,000 |
8,332 |
|
| SENTINEL PENSION ADVISORS INC |
46 |
- |
2023-12-31 |
48,557 |
$1,243,000 |
339 |
|
| Signature Wealth Management Group |
64 |
- |
2024-03-31 |
46,649 |
$1,170,000 |
8,935 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
135 |
- |
2024-03-31 |
42,529 |
$1,075,000 |
7,279 |
|
| HOWLAND CAPITAL MANAGEMENT INC |
134 |
- |
2024-03-31 |
40,690 |
$1,028,000 |
12,290 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2210 |
- |
2024-03-31 |
40,318 |
$1,019,000 |
1,743 |
|
| SANDY SPRING BANK |
213 |
- |
2024-03-31 |
39,419 |
$996,000 |
4,295 |
|
| Evergreen Private Wealth LLC |
48 |
- |
2024-03-31 |
36,471 |
$922,000 |
6,669 |
|
| Blue Square Asset Management LLC |
44 |
- |
2024-03-31 |
35,477 |
$897,000 |
448 |
|
| COLONY GROUP LLC |
|
- |
2023-09-30 |
33,085 |
$808,000 |
557 |
|
| ROOF EIDAM & MAYCOCK/ADV |
68 |
- |
2024-03-31 |
31,576 |
$798,000 |
27 |
|
| Capital Investment Advisors LLC |
321 |
- |
2024-03-31 |
30,757 |
$777,000 |
1,293 |
|
| Stonebridge Capital Advisors LLC |
125 |
- |
2023-12-31 |
27,990 |
$716,000 |
7,100 |
|
| Cetera Investment Advisers |
1375 |
- |
2023-12-31 |
24,232 |
$620,000 |
4,232 |
|
| FF AdvisorsLLC |
53 |
- |
2024-03-31 |
21,605 |
$546,000 |
10,621 |
|
| Evergreen Wealth Solutions LLC |
|
- |
2023-12-31 |
17,499 |
$448,000 |
1,002 |
|
| Stratos Wealth Partners LTD. |
954 |
- |
2024-03-31 |
16,157 |
$408,000 |
15 |
|
| Archford Capital Strategies LLC |
193 |
- |
2024-03-31 |
15,728 |
$397,000 |
1,530 |
|
| WRAPMANAGER INC |
143 |
- |
2024-03-31 |
15,632 |
$395,000 |
557 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2179 |
- |
2024-03-31 |
14,736 |
$372,000 |
5,144 |
|
| Lido Advisors LLC |
843 |
- |
2023-12-31 |
14,501 |
$371,000 |
1,373 |
|
| Rockefeller Capital Management L.P. |
1443 |
- |
2023-12-31 |
12,582 |
$322,000 |
2,413 |
|
| JAMES INVESTMENT RESEARCH INC |
262 |
- |
2024-03-31 |
11,000 |
$278,000 |
1,000 |
|
| Steward Partners Investment Advisory LLC |
1269 |
- |
2023-12-31 |
10,163 |
$260,000 |
8,638 |
|
| Parallel Advisors LLC |
779 |
- |
2024-03-31 |
9,716 |
$246,000 |
4,216 |
|
|
44 Records found
|
1
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