|
Institutional
Holders
Total
Institutions:
|
273 6 |
|
Total
shares held :
|
4,951,630 |
|
% of shares
held :
|
8.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-403,248 |
|
% of shares
held change :
|
-0.7% |
|
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 |
MORGAN STANLEY |
1314 |
- |
2023-12-31 |
703,336 |
$80,434,000 |
-29,837 |
|
BANK OF AMERICA CORP /DE/ |
951 |
- |
2023-12-31 |
671,939 |
$76,843,000 |
48,296 |
|
WELLS FARGO & CO/MN |
791 |
- |
2023-12-31 |
339,241 |
$38,796,000 |
2,581 |
|
LPL FINANCIAL CORP |
716 |
- |
2023-12-31 |
251,167 |
$28,723,000 |
-10,315 |
|
UBS Group AG |
945 |
- |
2023-12-31 |
244,054 |
$27,910,000 |
14,923 |
|
ROYAL BANK OF CANADA |
1033 |
- |
2023-12-31 |
211,498 |
$24,186,000 |
-28,325 |
|
Green Harvest Asset Management LLC |
34 |
- |
2023-12-31 |
142,873 |
$16,339,000 |
59,309 |
|
PROSPERA FINANCIAL SERVICES |
50 |
- |
2023-12-31 |
101,857 |
$11,648,000 |
3,096 |
|
GOLDMAN SACHS GROUP INC/ |
1962 |
- |
2023-12-31 |
98,384 |
$11,251,000 |
-37,408 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
717 |
- |
2023-12-31 |
92,906 |
$10,625,000 |
-2,559 |
|
AE Wealth Management LLC |
429 |
- |
2023-12-31 |
75,298 |
$8,611,000 |
49,929 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
82 |
- |
2023-12-31 |
70,957 |
$8,115,000 |
-1,050 |
|
JANNEY MONTGOMERY SCOTT LLC |
662 |
- |
2023-12-31 |
52,162 |
$5,965,000 |
692 |
|
ENVESTNET ASSET MANAGEMENT INC |
1775 |
- |
2023-12-31 |
51,320 |
$5,869,000 |
-1,567 |
|
Baird Financial Group Inc. |
617 |
- |
2023-12-31 |
50,981 |
$5,830,000 |
-4,335 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
642 |
- |
2023-12-31 |
48,830 |
$5,584,000 |
12,006 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1067 |
- |
2023-12-31 |
44,171 |
$5,051,000 |
2,505 |
|
Modus Advisors LLC |
18 |
- |
2023-12-31 |
43,915 |
$5,022,000 |
419 |
|
Lindbrook Capital LLC |
37 |
- |
2023-12-31 |
43,653 |
$4,992,000 |
88 |
|
Pinkerton Retirement Specialists LLC |
|
- |
2023-12-31 |
42,479 |
$4,858,000 |
42,479 |
|
Rockefeller Capital Management L.P. |
652 |
- |
2023-12-31 |
41,355 |
$4,729,000 |
22,482 |
|
First Citizens Financial Corp |
7 |
- |
2023-12-31 |
40,068 |
$4,582,000 |
351 |
|
Advisor Group Holdings Inc. |
1262 |
- |
2023-12-31 |
39,339 |
$4,499,000 |
-19,501 |
|
AMERIPRISE FINANCIAL INC |
2434 |
- |
2023-12-31 |
35,256 |
$4,070,000 |
10,380 |
|
CX Institutional |
125 |
- |
2023-12-31 |
35,575 |
$4,068,000 |
35,575 |
|
RAYMOND JAMES & ASSOCIATES |
1676 |
- |
2023-12-31 |
34,836 |
$3,984,000 |
-4,763 |
|
TOWNSQUARE CAPITAL LLC |
275 |
*New |
2023-12-31 |
33,907 |
$3,878,000 |
33,907 |
|
Private Advisor Group LLC |
567 |
- |
2023-12-31 |
30,612 |
$3,501,000 |
7,297 |
|
SOUTHERN CAPITAL ADVISORS LLC |
|
- |
2023-12-31 |
30,500 |
$3,488,000 |
12,089 |
|
Cetera Investment Advisers |
592 |
- |
2023-12-31 |
28,980 |
$3,314,000 |
-1,728 |
|
STIFEL FINANCIAL CORP |
1347 |
- |
2023-12-31 |
28,327 |
$3,240,000 |
16,851 |
|
ADVISORY SERVICES NETWORK, LLC |
286 |
- |
2023-12-31 |
28,122 |
$3,216,000 |
11,889 |
|
MARINER WEALTH ADVISORS, LLC |
868 |
- |
2023-12-31 |
27,154 |
$3,105,000 |
12,084 |
|
HIGHTOWER ADVISORS, LLC |
1199 |
- |
2023-12-31 |
26,319 |
$3,010,000 |
77 |
|
Frank Rimerman Advisors LLC |
25 |
- |
2023-12-31 |
24,468 |
$2,798,000 |
0 |
|
Connectus Wealth LLC |
219 |
*New |
2023-12-31 |
23,607 |
$2,704,000 |
23,607 |
|
Waterloo Capital L.P. |
55 |
*New |
2023-12-31 |
23,063 |
$2,638,000 |
23,063 |
|
Brookstone Capital Management |
283 |
- |
2023-12-31 |
22,772 |
$2,604,000 |
1,149 |
|
MAGNOLIA CAPITAL MANAGEMENT LTD |
8 |
- |
2023-12-31 |
22,010 |
$2,517,000 |
0 |
|
FMR LLC |
2109 |
- |
2023-12-31 |
21,875 |
$2,502,000 |
7,630 |
|
BLACKROCK INC. |
3686 |
- |
2023-12-31 |
21,739 |
$2,486,000 |
-15,639 |
|
Ariel Capital Advisors LLC |
47 |
- |
2023-12-31 |
20,524 |
$2,347,000 |
0 |
|
KKM Financial LLC |
22 |
- |
2023-12-31 |
19,898 |
$2,276,000 |
0 |
|
Shulman DeMeo Asset Management LLC |
13 |
- |
2023-12-31 |
19,310 |
$2,208,000 |
116 |
|
CREATIVE PLANNING |
889 |
- |
2023-12-31 |
19,007 |
$2,174,000 |
294 |
|
BANK OF MONTREAL /CAN/ |
1319 |
- |
2023-12-31 |
18,389 |
$2,115,000 |
1,862 |
|
Zurich Insurance Group Ltd/FI |
169 |
- |
2023-12-31 |
18,232 |
$2,056,000 |
0 |
|
Rainsberger Wealth Advisors Inc. |
|
- |
2023-12-31 |
17,914 |
$2,049,000 |
-1,102 |
|
Royal Fund Management LLC |
121 |
- |
2023-12-31 |
16,391 |
$1,880,000 |
-71,868 |
|
Perigon Wealth Management LLC |
230 |
*New |
2023-12-31 |
16,356 |
$1,870,000 |
16,356 |
|
MMBG INVESTMENT ADVISORS CO. |
66 |
- |
2023-12-31 |
15,600 |
$1,784,000 |
0 |
|
SCOTIA CAPITAL INC. |
381 |
- |
2023-12-31 |
14,551 |
$1,664,000 |
-183 |
|
NAVELLIER & ASSOCIATES INC |
106 |
- |
2023-12-31 |
14,528 |
$1,661,000 |
5,746 |
|
WEALTH ADVISORS INC. |
21 |
- |
2023-09-30 |
16,356 |
$1,650,000 |
0 |
|
Snowden Capital Advisors LLC |
316 |
- |
2023-12-31 |
14,162 |
$1,620,000 |
1,076 |
|
STILLWATER CAPITAL ADVISORS, LLC |
45 |
- |
2023-12-31 |
13,834 |
$1,582,000 |
-109 |
|
D L CARLSON INVESTMENT GROUP INC |
78 |
- |
2023-12-31 |
12,631 |
$1,503,000 |
-1,635 |
|
Smartleaf Asset Management LLC |
61 |
- |
2023-12-31 |
12,881 |
$1,477,000 |
0 |
|
Virtue Capital Management LLC |
59 |
- |
2023-12-31 |
12,889 |
$1,442,000 |
-3,976 |
|
Balboa Wealth Partners |
34 |
- |
2023-12-31 |
11,969 |
$1,369,000 |
11,969 |
|
EUDAIMONIA ADVISORS LLC |
31 |
- |
2023-12-31 |
11,859 |
$1,356,000 |
-1,601 |
|
IHT Wealth Management LLC |
319 |
- |
2023-12-31 |
11,349 |
$1,298,000 |
4,568 |
|
TRITONPOINT WEALTH LLC |
|
- |
2023-12-31 |
11,332 |
$1,296,000 |
0 |
|
Essex LLC |
68 |
- |
2023-12-31 |
11,145 |
$1,275,000 |
-3,540 |
|
CAPTRUST FINANCIAL ADVISORS |
1158 |
- |
2023-12-31 |
10,552 |
$1,207,000 |
50 |
|
Laurel Wealth Advisors LLC |
89 |
- |
2023-12-31 |
10,535 |
$1,205,000 |
375 |
|
PLANNING DIRECTIONS INC |
25 |
- |
2023-12-31 |
10,512 |
$1,202,000 |
-278 |
|
Fifth Third Securities Inc. |
136 |
- |
2023-12-31 |
10,113 |
$1,157,000 |
-2,638 |
|
Congress Wealth Management LLC / DE / |
382 |
- |
2023-12-31 |
9,725 |
$1,112,000 |
-8 |
|
Nikulski Financial Inc. |
61 |
- |
2023-12-31 |
9,540 |
$1,091,000 |
-150 |
|
Csenge Advisory Group |
223 |
*New |
2023-12-31 |
9,269 |
$1,060,000 |
9,269 |
|
Eudaimonia Partners LLC |
81 |
- |
2023-12-31 |
9,129 |
$1,044,000 |
-1,571 |
|
HARMONY ASSET MANAGEMENT LLC |
60 |
- |
2023-12-31 |
8,865 |
$1,014,000 |
0 |
|
Qube Research & Technologies Ltd |
1642 |
- |
2023-12-31 |
8,738 |
$999,000 |
6,943 |
|
MML INVESTORS SERVICES LLC |
1384 |
- |
2023-12-31 |
8,473 |
$969,000 |
-3,415 |
|
COMERICA BANK |
1547 |
- |
2023-12-31 |
8,410 |
$962,000 |
542 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
7,823 |
$895,000 |
-510 |
|
PRINCIPAL SECURITIES INC. |
447 |
- |
2023-12-31 |
7,607 |
$870,000 |
0 |
|
Financial Services Advisory Inc |
45 |
*New |
2023-12-31 |
7,429 |
$850,000 |
7,429 |
|
ADELL HARRIMAN & CARPENTER INC |
103 |
- |
2023-12-31 |
7,394 |
$846,000 |
0 |
|
Simmons Bank |
192 |
- |
2023-12-31 |
7,380 |
$844,000 |
0 |
|
Hartland & Co. LLC |
240 |
- |
2023-12-31 |
7,373 |
$843,000 |
16 |
|
TELEMUS CAPITAL LLC |
179 |
- |
2023-12-31 |
7,185 |
$822,000 |
5,157 |
|
Ameritas Advisory Services LLC |
330 |
- |
2023-12-31 |
6,944 |
$819,000 |
-3,242 |
|
Compagnie Lombard Odier SCA |
186 |
- |
2023-12-31 |
7,000 |
$801,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1267 |
- |
2023-12-31 |
6,797 |
$777,000 |
231 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1932 |
*New |
2023-12-31 |
6,718 |
$768,000 |
6,718 |
|
Beacon Pointe Advisors LLC |
751 |
- |
2023-12-31 |
6,500 |
$743,000 |
-500 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1106 |
- |
2023-12-31 |
6,434 |
$736,000 |
1,500 |
|
MULTIFINANCIAL SECURITIES CORP |
917 |
- |
2023-12-31 |
6,373 |
$729,000 |
-200 |
|
Kesler Norman & Wride LLC |
118 |
- |
2023-12-31 |
6,359 |
$727,000 |
-337 |
|
Clear Creek Financial Management LLC |
|
- |
2023-12-31 |
6,283 |
$719,000 |
6,283 |
|
COLONY GROUP, LLC |
512 |
*New |
2023-12-31 |
6,289 |
$719,000 |
6,289 |
|
BARTLETT & CO. LLC |
306 |
- |
2023-12-31 |
6,224 |
$714,000 |
-110 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
307 |
- |
2023-12-31 |
6,224 |
$714,000 |
-110 |
|
CWM LLC |
923 |
- |
2023-12-31 |
6,223 |
$712,000 |
74 |
|
LLBH Private Wealth Management LLC |
78 |
- |
2023-12-31 |
6,185 |
$707,000 |
0 |
|
Swisher Financial Concepts Inc. |
25 |
- |
2023-12-31 |
6,342 |
$707,000 |
0 |
|
Mutual Advisors LLC |
552 |
- |
2023-12-31 |
6,119 |
$700,000 |
-267 |
|
IFG Advisory LLC |
319 |
- |
2023-12-31 |
5,716 |
$654,000 |
2 |
|
|
100 Records found
|
1
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