|
Institutional
Holders
Total
Institutions:
|
135 12 |
|
Total
shares held :
|
7,263,632 |
|
% of shares
held :
|
48.42% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-319,173 |
|
% of shares
held change :
|
-2.13% |
|
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 |
BANK OF AMERICA CORP /DE/ |
1141 |
- |
2023-12-31 |
1,271,771 |
$51,787,000 |
-158,564 |
|
MORGAN STANLEY |
2006 |
- |
2023-12-31 |
930,828 |
$37,903,000 |
8,936 |
|
ENVESTNET ASSET MANAGEMENT INC |
1043 |
- |
2023-12-31 |
487,264 |
$19,841,000 |
17,193 |
|
PNC FINANCIAL SERVICES GROUP INC |
458 |
- |
2023-12-31 |
306,979 |
$12,500,000 |
-26,791 |
|
GOLDMAN SACHS GROUP INC/ |
1904 |
- |
2023-12-31 |
302,897 |
$12,334,000 |
-5,342 |
|
CWM LLC |
246 |
- |
2023-12-31 |
302,554 |
$12,320,000 |
-75,187 |
|
ROYAL BANK OF CANADA |
1394 |
- |
2023-12-31 |
271,718 |
$11,065,000 |
-1,957 |
|
Family Firm Inc. |
6 |
- |
2023-12-31 |
264,427 |
$10,767,000 |
7,042 |
|
WELLS FARGO & CO/MN |
1617 |
- |
2023-12-31 |
202,294 |
$8,237,000 |
-78,217 |
|
Steward Partners Investment Advisory LLC |
262 |
- |
2023-12-31 |
135,392 |
$5,513,000 |
64,328 |
|
Sachetta LLC |
5 |
- |
2023-12-31 |
131,213 |
$5,343,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
76 |
- |
2023-12-31 |
123,945 |
$5,047,000 |
2,082 |
|
DAVIDSON D A & CO |
293 |
- |
2023-12-31 |
120,393 |
$4,902,000 |
2,499 |
|
Great Lakes Retirement Inc. |
31 |
- |
2023-12-31 |
112,781 |
$4,592,000 |
8,437 |
|
PURE FINANCIAL ADVISORS, INC. |
76 |
- |
2023-12-31 |
110,281 |
$4,491,000 |
-3,983 |
|
PRINCIPAL FINANCIAL GROUP INC |
1610 |
- |
2023-12-31 |
105,325 |
$4,289,000 |
0 |
|
BNP PARIBAS ARBITRAGE SA |
1016 |
- |
2023-12-31 |
100,588 |
$4,096,000 |
50,588 |
|
THEORY FINANCIAL LLC |
30 |
- |
2023-12-31 |
90,308 |
$3,677,000 |
2,848 |
|
LPL FINANCIAL CORP |
1901 |
- |
2023-12-31 |
88,560 |
$3,606,000 |
3,648 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
898 |
- |
2023-12-31 |
81,673 |
$3,326,000 |
68,322 |
|
MML INVESTORS SERVICES LLC |
780 |
- |
2023-12-31 |
79,612 |
$3,242,000 |
3,931 |
|
UBS Group AG |
2421 |
- |
2023-12-31 |
76,725 |
$3,124,000 |
-30,906 |
|
Atria Wealth Solutions Inc. |
479 |
- |
2023-12-31 |
70,578 |
$2,874,000 |
1,673 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1457 |
- |
2023-12-31 |
67,669 |
$2,756,000 |
-4,536 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1442 |
- |
2023-12-31 |
60,865 |
$2,478,000 |
-440 |
|
Congress Wealth Management LLC / DE / |
295 |
- |
2023-12-31 |
58,439 |
$2,380,000 |
658 |
|
Windward Private Wealth Management Inc. |
19 |
- |
2023-12-31 |
52,473 |
$2,137,000 |
-12,611 |
|
H D Vest Advisory Services |
481 |
- |
2023-12-31 |
52,403 |
$2,134,000 |
13,666 |
|
Sowa Financial Group Inc. |
|
- |
2023-12-31 |
49,825 |
$2,029,000 |
-1,854 |
|
PRUDENTIAL FINANCIAL INC |
1466 |
- |
2023-12-31 |
46,772 |
$1,905,000 |
2,075 |
|
JENNISON ASSOCIATES LLC |
457 |
- |
2023-12-31 |
45,377 |
$1,848,000 |
37,971 |
|
Zeit Capital LLC |
17 |
- |
2023-12-31 |
44,461 |
$1,810,000 |
2,474 |
|
J P MORGAN CHASE & CO |
3039 |
- |
2023-12-31 |
42,710 |
$1,739,000 |
36,138 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2050 |
- |
2023-12-31 |
41,917 |
$1,707,000 |
18,985 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
810 |
- |
2023-09-30 |
39,723 |
$1,652,000 |
1,694 |
|
CITIGROUP INC |
1760 |
- |
2023-12-31 |
38,588 |
$1,571,000 |
-4,861 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
37,572 |
$1,530,000 |
473 |
|
BB&T CORP |
1400 |
- |
2023-12-31 |
35,447 |
$1,443,000 |
-1,192 |
|
ROTHSCHILD INVESTMENT CORP /IL |
148 |
- |
2023-09-30 |
33,980 |
$1,413,000 |
-100 |
|
INTERACTIVE FINANCIAL ADVISORS |
27 |
- |
2023-12-31 |
16,822 |
$1,410,000 |
7,728 |
|
STIFEL FINANCIAL CORP |
1937 |
- |
2023-12-31 |
33,321 |
$1,357,000 |
-8,022 |
|
BIONDO INVESTMENT ADVISORS LLC |
55 |
- |
2023-12-31 |
32,581 |
$1,327,000 |
1,976 |
|
COURAGE MILLER PARTNERS, LLC |
29 |
- |
2023-12-31 |
31,732 |
$1,292,000 |
2,374 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
896 |
- |
2023-12-31 |
31,003 |
$1,262,000 |
6,079 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
215 |
- |
2023-12-31 |
29,350 |
$1,195,000 |
-917 |
|
Kestra Advisory Services LLC |
1040 |
- |
2023-12-31 |
28,656 |
$1,167,000 |
962 |
|
ASSET MANAGEMENT GROUP, INC. |
80 |
- |
2023-12-31 |
28,432 |
$1,158,000 |
-19 |
|
Milestone Advisory Partners |
25 |
- |
2023-09-30 |
26,471 |
$1,101,000 |
-3,684 |
|
COMERICA BANK |
1569 |
- |
2023-12-31 |
22,416 |
$913,000 |
1,802 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
21,758 |
$886,000 |
-1,665 |
|
MARINER WEALTH ADVISORS, LLC |
1556 |
- |
2023-12-31 |
20,606 |
$839,000 |
5,955 |
|
LVZ Advisors Inc. |
|
- |
2023-12-31 |
19,702 |
$802,000 |
-1,653 |
|
Sunbelt Securities Inc. |
215 |
- |
2023-12-31 |
19,635 |
$800,000 |
900 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
|
- |
2023-12-31 |
19,516 |
$795,000 |
-25 |
|
BANK OF THE WEST |
152 |
- |
2022-12-31 |
19,417 |
$789,000 |
-4,599 |
|
BANK OF MONTREAL /CAN/ |
1787 |
- |
2023-12-31 |
18,464 |
$763,000 |
-731 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1267 |
- |
2023-12-31 |
18,721 |
$762,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
3232 |
- |
2023-12-31 |
18,072 |
$736,000 |
-6,170 |
|
PARKSIDE FINANCIAL BANK & TRUST |
129 |
- |
2023-12-31 |
17,554 |
$715,000 |
32 |
|
FINANCIAL NETWORK |
1607 |
- |
2023-12-31 |
17,541 |
$714,000 |
-231 |
|
Kesler Norman & Wride LLC |
120 |
- |
2023-12-31 |
16,884 |
$688,000 |
-1,483 |
|
DHK Financial Advisors Inc. |
42 |
- |
2023-12-31 |
16,833 |
$685,000 |
259 |
|
Advisor Group Holdings Inc. |
2901 |
- |
2023-12-31 |
16,426 |
$669,000 |
-7,235 |
|
Coppell Advisory Solutions LLC |
142 |
- |
2023-12-31 |
15,432 |
$628,000 |
3,241 |
|
CITADEL ADVISORS LLC |
3435 |
- |
2023-12-31 |
14,430 |
$588,000 |
14,430 |
|
Fifth Third Securities Inc. |
178 |
- |
2023-12-31 |
14,380 |
$586,000 |
-10,874 |
|
VALMARK ADVISERS INC |
323 |
- |
2023-12-31 |
13,938 |
$568,000 |
-2,648 |
|
XML Financial LLC |
207 |
- |
2023-12-31 |
13,151 |
$536,000 |
-486 |
|
LEAVELL T & ASSOCIATES INC |
|
- |
2023-12-31 |
12,598 |
$513,000 |
-1,531 |
|
Coppell Advisory Solutions Corp. |
129 |
- |
2023-03-31 |
11,974 |
$465,000 |
-217 |
|
GFS ADVISORS, LLC |
|
- |
2023-12-31 |
10,282 |
$419,000 |
-88 |
|
Outlook Wealth Advisors LLC |
137 |
- |
2023-12-31 |
10,062 |
$410,000 |
-552 |
|
Spectrum Wealth Counsel LLC |
102 |
- |
2023-12-31 |
10,005 |
$407,000 |
0 |
|
Qube Research & Technologies Ltd |
2078 |
- |
2023-12-31 |
9,886 |
$403,000 |
0 |
|
Ameritas Advisory Services LLC |
485 |
- |
2023-12-31 |
9,718 |
$394,000 |
3,446 |
|
KKM Financial LLC |
88 |
- |
2023-12-31 |
9,632 |
$392,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2048 |
- |
2023-12-31 |
9,593 |
$391,000 |
0 |
|
PFG Advisors |
422 |
- |
2023-12-31 |
9,242 |
$376,000 |
68 |
|
BANK OF NEW YORK MELLON CORP |
3617 |
- |
2023-12-31 |
9,102 |
$371,000 |
-451 |
|
Sweet Financial Partners LLC |
140 |
- |
2023-12-31 |
8,834 |
$360,000 |
1,000 |
|
RAYMOND JAMES & ASSOCIATES |
3165 |
- |
2023-12-31 |
8,240 |
$336,000 |
-890 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
|
- |
2023-12-31 |
8,186 |
$333,000 |
-3,528 |
|
HIGHTOWER ADVISORS, LLC |
2560 |
- |
2023-12-31 |
8,169 |
$332,000 |
369 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
855 |
- |
2023-12-31 |
7,500 |
$305,000 |
0 |
|
CX Institutional |
406 |
- |
2023-12-31 |
7,284 |
$297,000 |
-9,237 |
|
FIRST INTERSTATE BANK |
133 |
- |
2023-12-31 |
7,184 |
$293,000 |
-450 |
|
D E SHAW & CO INC |
2430 |
*New |
2023-12-31 |
6,890 |
$281,000 |
6,890 |
|
Beacon Financial Advisory LLC |
|
- |
2023-12-31 |
6,753 |
$275,000 |
-432 |
|
Goss Wealth Management LLC |
1565 |
- |
2023-12-31 |
6,710 |
$273,000 |
-386 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
6,275 |
$256,000 |
2 |
|
Rehmann Capital Advisory Group |
477 |
- |
2023-12-31 |
6,274 |
$255,000 |
114 |
|
Apeiron RIA LLC |
183 |
- |
2023-12-31 |
5,602 |
$228,000 |
-2,996 |
|
PROSPERA FINANCIAL SERVICES |
967 |
- |
2023-12-31 |
5,368 |
$219,000 |
-323 |
|
REGIONS FINANCIAL CORP |
777 |
- |
2023-12-31 |
5,200 |
$212,000 |
0 |
|
Foundation Wealth Management LLC |
|
*New |
2023-12-31 |
5,006 |
$204,000 |
5,006 |
|
Laurel Wealth Advisors LLC |
179 |
- |
2023-12-31 |
4,133 |
$168,000 |
-56 |
|
TOMPKINS FINANCIAL CORP |
218 |
- |
2023-12-31 |
4,000 |
$163,000 |
0 |
|
Global Retirement Partners LLC |
867 |
- |
2023-12-31 |
3,721 |
$146,000 |
26 |
|
TOWER RESEARCH CAPITAL LLC |
2380 |
- |
2023-12-31 |
3,384 |
$138,000 |
-6,341 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
591 |
- |
2023-12-31 |
2,853 |
$116,000 |
-1,173 |
|
|
100 Records found
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1
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