| |
Institutional
Holders
Total
Institutions:
 |
106  5 |
|
|
Total
shares held :
|
21,729,296 |
|
|
% of shares
held :
|
0% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
|
Amount
of shares held :
|
441,343 |
|
|
% of shares
held change :
|
0% |
|
| 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 |
969 |
- |
2024-03-31 |
2,008,127 |
$26,447,000 |
248,492 |
|
| UBS Group AG |
1026 |
- |
2023-12-31 |
1,907,751 |
$23,351,000 |
232,889 |
|
| INVESCO LTD |
1589 |
- |
2023-12-31 |
1,129,211 |
$13,822,000 |
414,259 |
|
| BANK OF AMERICA CORP /DE/ |
2123 |
- |
2023-12-31 |
1,080,733 |
$13,228,000 |
83,267 |
|
| SOL CAPITAL MANAGEMENT CO |
11 |
- |
2024-03-31 |
1,003,865 |
$13,221,000 |
136,175 |
|
| Penserra Capital Management LLC |
56 |
- |
2023-12-31 |
1,039,484 |
$12,723,000 |
71,945 |
|
| ROYAL BANK OF CANADA |
1621 |
- |
2023-12-31 |
625,430 |
$7,655,000 |
45,604 |
|
| GUGGENHEIM CAPITAL LLC |
524 |
- |
2023-12-31 |
410,407 |
$5,023,000 |
299 |
|
| SHAKER FINANCIAL SERVICES, LLC |
10 |
- |
2023-12-31 |
316,056 |
$3,876,000 |
200,921 |
|
| LPL FINANCIAL CORP |
2064 |
- |
2024-03-31 |
257,671 |
$3,394,000 |
98,376 |
|
| Capital Investment Advisors LLC |
145 |
- |
2024-03-31 |
252,223 |
$3,322,000 |
20,979 |
|
| Advisor Group Holdings Inc. |
1336 |
- |
2024-03-31 |
248,243 |
$3,269,000 |
36,570 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1394 |
- |
2024-03-31 |
235,545 |
$3,102,000 |
5,571 |
|
| PFG Investments LLC |
123 |
- |
2024-03-31 |
217,109 |
$2,859,000 |
217,109 |
|
| HIGHTOWER ADVISORS, LLC |
1308 |
- |
2024-03-31 |
187,190 |
$2,468,000 |
41,357 |
|
| Belpointe Asset Management LLC |
171 |
- |
2024-03-31 |
116,810 |
$1,538,000 |
74,058 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1447 |
- |
2024-03-31 |
113,858 |
$1,500,000 |
15,776 |
|
| Americana Partners LLC |
161 |
- |
2024-03-31 |
98,968 |
$1,303,000 |
434 |
|
| LEAVELL T & ASSOCIATES INC |
230 |
- |
2024-03-31 |
94,707 |
$1,259,000 |
6,250 |
|
| FIRST TRUST ADVISORS LP |
1967 |
- |
2023-12-31 |
83,018 |
$1,016,000 |
709 |
|
| Private Advisor Group LLC |
1316 |
- |
2024-03-31 |
55,052 |
$725,000 |
7,824 |
|
| Samalin Investment Counsel LLC |
81 |
- |
2023-12-31 |
57,620 |
$705,000 |
18,096 |
|
| RIVERBRIDGE PARTNERS LLC |
126 |
- |
2024-03-31 |
52,469 |
$691,000 |
2,467 |
|
| Sunbelt Securities Inc. |
287 |
- |
2024-03-31 |
44,442 |
$585,000 |
5,446 |
|
| DAVIDSON D A & CO |
903 |
- |
2023-12-31 |
45,790 |
$560,000 |
21,825 |
|
| J.W. COLE ADVISORS INC. |
513 |
- |
2024-03-31 |
40,737 |
$537,000 |
912 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
343 |
- |
2024-03-31 |
37,858 |
$499,000 |
37,858 |
|
| TECTONIC ADVISORS LLC |
249 |
- |
2024-03-31 |
28,858 |
$380,000 |
841 |
|
| BB&T CORP |
2135 |
- |
2023-12-31 |
29,405 |
$360,000 |
4,414 |
|
| Hennion & Walsh Asset Management Inc. |
701 |
- |
2024-03-31 |
21,875 |
$288,000 |
101 |
|
| FINANCIAL NETWORK |
2328 |
- |
2023-12-31 |
21,311 |
$261,000 |
3,835 |
|
| Goss Wealth Management LLC |
1621 |
- |
2023-12-31 |
18,950 |
$242,000 |
2,500 |
|
| Kestra Advisory Services LLC |
2029 |
- |
2023-12-31 |
17,954 |
$220,000 |
5,887 |
|
| ELEQUIN CAPITAL LP |
125 |
- |
2023-12-31 |
14,557 |
$178,000 |
12,357 |
|
| DAVENPORT & CO LLC |
1052 |
- |
2024-03-31 |
10,850 |
$143,000 |
160 |
|
| Lindbrook Capital LLC |
763 |
- |
2024-03-31 |
4,000 |
$53,000 |
3,000 |
|
| CWM LLC |
2645 |
- |
2024-03-31 |
2,113 |
$28,000 |
52 |
|
| Larson Financial Group LLC |
874 |
- |
2024-03-31 |
1,631 |
$21,000 |
31 |
|
| PFS Partners LLC |
386 |
- |
2024-03-31 |
256 |
$3,000 |
6 |
|
| FMR LLC |
4563 |
- |
2023-12-31 |
52 |
$1,000 |
46 |
|
|
40 Records found
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1
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