| |
Institutional
Holders
Total
Institutions:
 |
127  4 |
|
|
Total
shares held :
|
6,753,953 |
|
|
% of shares
held :
|
14.37% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
-392,056 |
|
|
% of shares
held change :
|
-0.83% |
|
| 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 |
  WELLS FARGO & CO/MN |
798 |
- |
2024-03-31 |
891,472 |
$39,653,000 |
13,867 |
|
| MORGAN STANLEY |
2077 |
- |
2023-12-31 |
833,311 |
$35,274,000 |
45,722 |
|
| ROYAL BANK OF CANADA |
1074 |
- |
2023-12-31 |
531,010 |
$22,478,000 |
17,406 |
|
| LPL FINANCIAL CORP |
1034 |
- |
2024-03-31 |
367,315 |
$16,338,000 |
6,411 |
|
| AMERIPRISE FINANCIAL INC |
1689 |
- |
2023-12-31 |
250,129 |
$10,608,000 |
71,115 |
|
| BANK OF AMERICA CORP /DE/ |
2534 |
- |
2023-12-31 |
193,723 |
$8,200,000 |
21,230 |
|
| BANK OF NEW YORK MELLON CORP |
2184 |
- |
2024-03-31 |
145,779 |
$6,484,000 |
22,096 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1084 |
- |
2024-03-31 |
128,196 |
$5,702,000 |
9,176 |
|
| WHITTIER TRUST CO |
215 |
- |
2024-03-31 |
93,371 |
$4,152,000 |
707 |
|
| Private Advisor Group LLC |
667 |
- |
2024-03-31 |
61,627 |
$2,741,000 |
14,489 |
|
| FINANCIAL NETWORK |
833 |
- |
2023-12-31 |
63,145 |
$2,673,000 |
7,276 |
|
| WHITTIER TRUST CO OF NEVADA INC |
195 |
- |
2024-03-31 |
58,664 |
$2,609,000 |
14,230 |
|
| Dynamic Advisors Solutions LLC |
276 |
- |
2024-03-31 |
51,056 |
$2,271,000 |
1,473 |
|
| Beacon Pointe Advisors LLC |
499 |
- |
2023-12-31 |
43,286 |
$1,832,000 |
26,106 |
|
| Lido Advisors LLC |
404 |
- |
2023-12-31 |
41,181 |
$1,743,000 |
4,173 |
|
| Financial Network Wealth Management LLC |
30 |
- |
2024-03-31 |
31,851 |
$1,361,000 |
1,918 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2258 |
- |
2024-03-31 |
28,384 |
$1,263,000 |
19,303 |
|
| JONES FINANCIAL COMPANIES LLLP |
193 |
- |
2023-12-31 |
27,599 |
$1,168,000 |
2,208 |
|
| J P MORGAN CHASE & CO |
3307 |
- |
2024-03-31 |
24,773 |
$1,102,000 |
753 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
945 |
- |
2023-12-31 |
25,259 |
$1,069,000 |
4,709 |
|
| Cetera Investment Advisers |
1110 |
- |
2023-12-31 |
23,132 |
$979,000 |
81 |
|
| Goss Wealth Management LLC |
1012 |
- |
2023-12-31 |
19,812 |
$840,000 |
1,072 |
|
| COOK WEALTH MANAGEMENT GROUP LLC |
24 |
- |
2024-03-31 |
19,665 |
$824,000 |
5,554 |
|
| SOA Wealth Advisors LLC. |
79 |
- |
2024-03-31 |
18,221 |
$810,000 |
367 |
|
| Revolve Wealth Partners LLC |
77 |
- |
2024-03-31 |
17,428 |
$775,000 |
1,021 |
|
| US FINANCIAL ADVISORS LLC |
47 |
- |
2023-12-31 |
13,620 |
$577,000 |
922 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
405 |
- |
2024-03-31 |
12,952 |
$576,000 |
982 |
|
| RAYMOND JAMES & ASSOCIATES |
2998 |
- |
2024-03-31 |
11,876 |
$528,000 |
526 |
|
| Neumann Capital Management LLC |
79 |
- |
2024-03-31 |
10,480 |
$466,000 |
530 |
|
| EP WEALTH ADVISORS, INC. |
512 |
- |
2023-12-31 |
10,354 |
$438,000 |
6,095 |
|
| WealthSpring Partners LLC |
45 |
- |
2023-09-30 |
11,792 |
$432,000 |
350 |
|
| RTD Financial Advisors Inc. |
85 |
- |
2024-03-31 |
8,986 |
$400,000 |
68 |
|
| Capital Analysts Inc. |
346 |
- |
2023-12-31 |
9,077 |
$384,000 |
194 |
|
| Evergreen Private Wealth LLC |
57 |
- |
2024-03-31 |
8,569 |
$381,000 |
329 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1788 |
- |
2024-03-31 |
8,020 |
$357,000 |
1,263 |
|
| RVW Wealth LLC |
107 |
- |
2024-03-31 |
7,807 |
$347,000 |
87 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2255 |
- |
2023-12-31 |
7,923 |
$335,000 |
785 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
44 |
- |
2023-03-31 |
8,176 |
$313,000 |
3,945 |
|
| HARBOUR INVESTMENTS INC. |
704 |
- |
2023-12-31 |
7,215 |
$305,000 |
1,875 |
|
| Fingerlakes Wealth Management Inc. |
70 |
- |
2024-03-31 |
6,832 |
$304,000 |
220 |
|
| Falcon Wealth Planning |
116 |
- |
2024-03-31 |
6,151 |
$274,000 |
447 |
|
| ERTS Wealth Advisors LLC |
84 |
- |
2024-03-31 |
5,388 |
$240,000 |
3 |
|
| AIRE ADVISORS LLC |
126 |
- |
2023-12-31 |
5,548 |
$235,000 |
2 |
|
| CX Institutional |
510 |
- |
2024-03-31 |
5,194 |
$231,000 |
5,194 |
|
| Marshall Financial Group LLC |
167 |
- |
2024-03-31 |
4,986 |
$222,000 |
37 |
|
| PRINCIPAL SECURITIES INC. |
1143 |
- |
2024-03-31 |
3,178 |
$141,000 |
446 |
|
| US BANCORP |
2221 |
- |
2024-03-31 |
2,911 |
$129,000 |
1,368 |
|
| CWM LLC |
1895 |
- |
2024-03-31 |
2,105 |
$94,000 |
122 |
|
| Qube Research & Technologies Ltd |
2812 |
- |
2023-12-31 |
1,625 |
$69,000 |
500 |
|
| ICA Group Wealth Management LLC |
492 |
- |
2023-12-31 |
1,291 |
$55,000 |
1,291 |
|
| Farther Finance Advisors LLC |
1046 |
- |
2023-12-31 |
1,126 |
$48,000 |
173 |
|
| VisionPoint Advisory Group LLC |
473 |
- |
2024-03-31 |
231 |
$10,000 |
2 |
|
| Annis Gardner Whiting Capital Advisors LLC |
530 |
- |
2023-12-31 |
140 |
$6,000 |
7 |
|
|
53 Records found
|
1
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