|
Institutional
Holders
Total
Institutions:
|
179 1 |
|
Total
shares held :
|
13,609,084 |
|
% of shares
held :
|
67.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
260,541 |
|
% of shares
held change :
|
1.3% |
|
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 |
1094 |
- |
2023-12-31 |
2,466,647 |
$110,062,000 |
-34,548 |
|
BANK OF AMERICA CORP /DE/ |
935 |
- |
2023-12-31 |
1,795,863 |
$80,131,000 |
12,557 |
|
LPL FINANCIAL CORP |
658 |
- |
2023-12-31 |
735,487 |
$32,817,000 |
20,234 |
|
ROYAL BANK OF CANADA |
909 |
- |
2023-12-31 |
688,392 |
$30,716,000 |
15,687 |
|
WELLS FARGO & CO/MN |
982 |
- |
2023-12-31 |
533,770 |
$23,817,000 |
-59,919 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
18 |
- |
2023-12-31 |
446,903 |
$19,941,000 |
7,902 |
|
PNC FINANCIAL SERVICES GROUP INC |
383 |
- |
2023-12-31 |
433,797 |
$19,356,000 |
3,533 |
|
GenTrust LLC |
24 |
- |
2024-03-31 |
304,529 |
$14,919,000 |
742 |
|
UBS Group AG |
1279 |
- |
2023-12-31 |
308,376 |
$13,760,000 |
2,799 |
|
J P MORGAN CHASE & CO |
1824 |
- |
2023-12-31 |
306,777 |
$13,688,000 |
262,403 |
|
ENVESTNET ASSET MANAGEMENT INC |
1296 |
- |
2023-12-31 |
284,363 |
$12,688,000 |
2,088 |
|
Annandale Capital LLC |
9 |
- |
2023-12-31 |
280,004 |
$12,494,000 |
-11,525 |
|
Curran Financial Partners LLC |
6 |
- |
2023-12-31 |
209,443 |
$9,272,000 |
5,383 |
|
MCCORMACK ADVISORS INTERNATIONAL |
145 |
- |
2023-12-31 |
196,853 |
$8,784,000 |
-10,455 |
|
STIFEL FINANCIAL CORP |
838 |
- |
2023-12-31 |
190,193 |
$8,486,000 |
107,496 |
|
Connectus Wealth LLC |
120 |
- |
2023-12-31 |
187,593 |
$8,370,000 |
-3,280 |
|
Cresset Asset Management LLC |
239 |
- |
2023-12-31 |
186,983 |
$8,343,000 |
-1,770 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
833 |
- |
2023-12-31 |
183,761 |
$8,199,000 |
-3,894 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
410 |
- |
2023-09-30 |
188,906 |
$8,007,000 |
2,408 |
|
FINANCIAL NETWORK |
438 |
- |
2023-12-31 |
156,906 |
$7,001,000 |
2,118 |
|
Fielder Capital Group LLC |
4 |
- |
2023-12-31 |
153,358 |
$6,843,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
80 |
- |
2023-12-31 |
150,517 |
$6,716,000 |
0 |
|
RWM Asset Management LLC |
35 |
- |
2024-03-31 |
134,475 |
$6,588,000 |
5,434 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
81 |
- |
2023-12-31 |
143,137 |
$6,387,000 |
14,670 |
|
Baird Financial Group Inc. |
604 |
- |
2023-12-31 |
135,919 |
$6,065,000 |
1,480 |
|
GLOBAL ENDOWMENT MANAGEMENT, LP |
24 |
- |
2023-12-31 |
110,000 |
$4,908,000 |
-105,000 |
|
Golden Green Inc. |
3 |
- |
2023-09-30 |
92,144 |
$3,905,000 |
2,522 |
|
KMG FIDUCIARY PARTNERS LLC |
60 |
- |
2024-03-31 |
79,377 |
$3,889,000 |
-117 |
|
SOL CAPITAL MANAGEMENT CO |
|
- |
2023-12-31 |
86,466 |
$3,858,000 |
-9,506 |
|
Fortis Advisors LLC |
9 |
- |
2023-12-31 |
83,151 |
$3,710,000 |
-66 |
|
Ahrens Investment Partners LLC |
13 |
- |
2023-03-31 |
91,748 |
$3,665,000 |
-28,611 |
|
Dynamic Advisors Solutions LLC |
203 |
- |
2024-03-31 |
74,422 |
$3,646,000 |
27,809 |
|
AMERIPRISE FINANCIAL INC |
2501 |
- |
2023-12-31 |
80,091 |
$3,567,000 |
4,595 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
76,126 |
$3,397,000 |
76,126 |
|
Trinity Legacy Partners LLC |
35 |
- |
2023-12-31 |
76,055 |
$3,394,000 |
537 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1326 |
- |
2023-12-31 |
75,282 |
$3,359,000 |
8,731 |
|
Goss Wealth Management LLC |
465 |
- |
2023-12-31 |
75,604 |
$3,343,000 |
166 |
|
Stratos Wealth Advisors LLC |
131 |
- |
2024-03-31 |
64,722 |
$3,171,000 |
1,900 |
|
Essex LLC |
42 |
- |
2023-12-31 |
68,398 |
$3,052,000 |
-2,980 |
|
Fiduciary Alliance LLC |
54 |
- |
2024-03-31 |
61,310 |
$3,004,000 |
-5,273 |
|
Atria Wealth Solutions Inc. |
478 |
- |
2023-12-31 |
64,467 |
$2,877,000 |
14,797 |
|
Advisor Group Holdings Inc. |
1581 |
- |
2023-12-31 |
64,023 |
$2,857,000 |
-14,401 |
|
Ameraudi Asset Management Inc. |
22 |
- |
2023-12-31 |
61,693 |
$2,753,000 |
-6,369 |
|
SeaCrest Wealth Management LLC |
51 |
- |
2024-03-31 |
55,747 |
$2,731,000 |
6,163 |
|
MML INVESTORS SERVICES LLC |
867 |
- |
2023-12-31 |
60,017 |
$2,678,000 |
-3,774 |
|
Engrave Wealth Partners LLC |
20 |
- |
2023-12-31 |
59,282 |
$2,645,000 |
10,686 |
|
Old Port Advisors |
32 |
- |
2023-09-30 |
62,333 |
$2,642,000 |
11,114 |
|
Glassy Mountain Advisors Inc. |
33 |
- |
2023-12-31 |
57,497 |
$2,566,000 |
4,028 |
|
Patriot Investment Management Inc. |
58 |
- |
2024-03-31 |
46,696 |
$2,288,000 |
-2,092 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1145 |
- |
2023-12-31 |
48,061 |
$2,144,000 |
204 |
|
SAGEWORTH TRUST CO |
35 |
- |
2024-03-31 |
41,774 |
$2,047,000 |
0 |
|
Venturi Wealth Management LLC |
|
- |
2023-12-31 |
44,673 |
$1,993,000 |
-7,294 |
|
Argent Advisors Inc. |
26 |
- |
2023-12-31 |
44,428 |
$1,982,000 |
-873 |
|
BOLLARD GROUP LLC |
85 |
- |
2023-12-31 |
42,283 |
$1,887,000 |
573 |
|
NAPLES GLOBAL ADVISORS LLC |
139 |
- |
2023-12-31 |
40,779 |
$1,820,000 |
791 |
|
COMERICA BANK |
1218 |
- |
2023-12-31 |
40,652 |
$1,814,000 |
267 |
|
Legacy Capital Wealth Partners LLC |
40 |
- |
2023-12-31 |
39,147 |
$1,747,000 |
-5,815 |
|
Great Diamond Partners LLC |
66 |
- |
2023-12-31 |
36,222 |
$1,616,000 |
177 |
|
Carnick & Kubik Group LLC |
105 |
- |
2024-03-31 |
32,176 |
$1,576,000 |
-1,719 |
|
Greytown Advisors Inc. |
22 |
- |
2023-12-31 |
35,017 |
$1,562,000 |
-3,140 |
|
RAYMOND JAMES & ASSOCIATES |
2232 |
- |
2023-12-31 |
34,198 |
$1,526,000 |
3,065 |
|
Snowden Capital Advisors LLC |
333 |
- |
2023-12-31 |
33,720 |
$1,505,000 |
-337 |
|
PROSPERA FINANCIAL SERVICES |
379 |
- |
2023-12-31 |
32,363 |
$1,444,000 |
-842 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1086 |
- |
2024-03-31 |
29,291 |
$1,435,000 |
-1,817 |
|
CI Private Wealth LLC |
1143 |
- |
2023-12-31 |
32,000 |
$1,428,000 |
-8,366 |
|
Mango Five Family Inc. |
21 |
- |
2023-12-31 |
31,000 |
$1,383,000 |
0 |
|
Ironsides Asset Advisors LLC |
16 |
- |
2023-12-31 |
30,808 |
$1,375,000 |
4,178 |
|
GeoWealth Management LLC |
177 |
- |
2023-12-31 |
30,397 |
$1,356,000 |
-3,971 |
|
VERITY & VERITY, LLC |
69 |
- |
2023-12-31 |
28,989 |
$1,293,000 |
-100 |
|
Stamos Capital Partners L.P. |
72 |
- |
2023-12-31 |
26,970 |
$1,203,000 |
3,870 |
|
Investors Research Corp |
80 |
- |
2023-12-31 |
26,854 |
$1,198,000 |
-204 |
|
Arlington Trust Co LLC |
48 |
- |
2024-03-31 |
24,368 |
$1,194,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2611 |
- |
2023-12-31 |
25,490 |
$1,137,000 |
3,438 |
|
LEAVELL T & ASSOCIATES INC |
|
- |
2023-12-31 |
25,231 |
$1,126,000 |
4,220 |
|
New Legacy Group LLC |
8 |
- |
2023-09-30 |
26,200 |
$1,110,000 |
0 |
|
CoreFirst Bank & Trust |
37 |
- |
2023-12-31 |
22,833 |
$1,019,000 |
2,733 |
|
Outlook Wealth Advisors LLC |
57 |
- |
2023-12-31 |
22,797 |
$1,017,000 |
670 |
|
NTV ASSET MANAGEMENT LLC |
104 |
- |
2023-12-31 |
22,550 |
$1,006,000 |
0 |
|
CWM LLC |
925 |
- |
2024-03-31 |
16,974 |
$832,000 |
1,244 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
195 |
*New |
2024-03-31 |
15,678 |
$768,000 |
15,678 |
|
H D Vest Advisory Services |
819 |
- |
2023-12-31 |
17,057 |
$761,000 |
10,977 |
|
Anson Capital Inc. |
28 |
- |
2023-12-31 |
16,951 |
$756,000 |
-5,304 |
|
Aaron Wealth Advisors |
|
- |
2023-12-31 |
16,872 |
$753,000 |
0 |
|
CREATIVE PLANNING |
1425 |
- |
2023-12-31 |
16,753 |
$748,000 |
0 |
|
Aurora Private Wealth Inc. |
39 |
- |
2023-12-31 |
16,431 |
$733,000 |
627 |
|
MGO Private Wealth LLC |
37 |
- |
2024-03-31 |
14,422 |
$707,000 |
-124 |
|
Zega Financial LLC |
37 |
- |
2023-12-31 |
15,424 |
$688,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
339 |
- |
2023-12-31 |
14,700 |
$656,000 |
500 |
|
RENAISSANCE TECHNOLOGIES LLC |
2647 |
- |
2023-12-31 |
14,700 |
$656,000 |
2,006 |
|
Kestra Advisory Services LLC |
1360 |
- |
2023-12-31 |
14,477 |
$646,000 |
-11,257 |
|
Delta Financial Group Inc. |
93 |
- |
2023-12-31 |
14,304 |
$638,000 |
8 |
|
FOSTER & MOTLEY INC |
239 |
- |
2024-03-31 |
12,913 |
$633,000 |
-749 |
|
Birch Capital Management LLC |
48 |
- |
2024-03-31 |
12,817 |
$628,000 |
10,912 |
|
BB&T CORP |
1840 |
- |
2023-12-31 |
13,400 |
$598,000 |
343 |
|
One Charles Private Wealth Services LLC |
64 |
- |
2023-12-31 |
13,323 |
$594,000 |
-541 |
|
Advisor Resource Council |
97 |
- |
2024-03-31 |
12,978 |
$579,000 |
-29,365 |
|
Stratos Wealth Partners LTD. |
842 |
- |
2024-03-31 |
11,281 |
$553,000 |
1,612 |
|
Collaborative Wealth Managment Inc. |
76 |
- |
2023-12-31 |
12,085 |
$539,000 |
-44 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
491 |
- |
2023-12-31 |
11,433 |
$510,000 |
-8,409 |
|
ORBA Wealth Advisors L.L.C. |
52 |
- |
2023-12-31 |
10,339 |
$461,000 |
0 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|