|
Institutional
Holders
Total
Institutions:
|
74 1 |
|
Total
shares held :
|
6,979,939 |
|
% of shares
held :
|
51.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-21 |
|
Amount
of shares held :
|
-427,953 |
|
% of shares
held change :
|
-3.16% |
|
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/ |
1414 |
- |
2023-12-31 |
1,022,361 |
$33,595,000 |
-33,439 |
|
LPL FINANCIAL CORP |
977 |
- |
2024-03-31 |
510,164 |
$18,381,000 |
-8,149 |
|
Pacer Advisors Inc. |
336 |
- |
2024-03-31 |
295,079 |
$10,632,000 |
-18,415 |
|
FINANCIAL NETWORK |
349 |
- |
2023-12-31 |
300,455 |
$9,873,000 |
-4,842 |
|
WEALTH BUILDERS |
7 |
- |
2024-03-31 |
264,043 |
$9,513,000 |
-40,561 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
866 |
- |
2024-03-31 |
241,605 |
$8,705,000 |
-27,340 |
|
Advisor Group Holdings Inc. |
811 |
- |
2024-03-31 |
213,235 |
$7,683,000 |
-17,488 |
|
UBS Group AG |
1770 |
- |
2023-12-31 |
193,850 |
$6,370,000 |
-63,608 |
|
ROYAL BANK OF CANADA |
1832 |
- |
2023-12-31 |
163,191 |
$5,362,000 |
-128,256 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
76 |
- |
2023-12-31 |
156,518 |
$5,143,000 |
-4,971 |
|
MULTIFINANCIAL SECURITIES CORP |
394 |
- |
2023-12-31 |
90,038 |
$2,959,000 |
-1,814 |
|
Goss Wealth Management LLC |
540 |
- |
2023-12-31 |
85,807 |
$2,820,000 |
-34,202 |
|
STIFEL FINANCIAL CORP |
1632 |
- |
2023-12-31 |
63,682 |
$2,093,000 |
-2,722 |
|
Financial Advocates Investment Management |
201 |
- |
2024-03-31 |
49,766 |
$1,793,000 |
-5,012 |
|
ENVESTNET ASSET MANAGEMENT INC |
2546 |
- |
2023-12-31 |
53,363 |
$1,753,000 |
-25,950 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
30 |
- |
2024-03-31 |
43,880 |
$1,473,000 |
-264 |
|
Whitaker-Myers Wealth Managers LTD. |
30 |
- |
2024-03-31 |
36,818 |
$1,327,000 |
-472 |
|
RAYMOND JAMES & ASSOCIATES |
2547 |
- |
2024-03-31 |
28,847 |
$1,039,000 |
-23,100 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2585 |
- |
2024-03-31 |
27,343 |
$985,000 |
-11,447 |
|
Tyche Wealth Partners LLC |
91 |
- |
2024-03-31 |
22,012 |
$793,000 |
-1,087 |
|
Atria Wealth Solutions Inc. |
1093 |
- |
2023-12-31 |
18,612 |
$612,000 |
-4,388 |
|
Kestra Advisory Services LLC |
1406 |
- |
2023-12-31 |
18,083 |
$594,000 |
-24,349 |
|
Private Advisor Group LLC |
1440 |
- |
2024-03-31 |
15,448 |
$557,000 |
-1,086 |
|
RAYMOND JAMES TRUST CO |
1131 |
- |
2024-03-31 |
6,240 |
$225,000 |
-900 |
|
Steward Partners Investment Advisory LLC |
1536 |
- |
2023-12-31 |
4,093 |
$134,000 |
-20,991 |
|
PRIVATE TRUST CO NA |
979 |
- |
2024-03-31 |
2,025 |
$73,000 |
-783 |
|
BANK OF MONTREAL /CAN/ |
2925 |
- |
2023-12-31 |
2,258 |
$69,000 |
-1,150 |
|
COMERICA BANK |
2647 |
- |
2023-12-31 |
1,851 |
$61,000 |
-1,002 |
|
PROEQUITIES INC. |
1792 |
- |
2024-03-31 |
200 |
$7,000 |
-8,760 |
|
|
29 Records found
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1
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