|
Institutional
Holders
Total
Institutions:
|
160 2 |
|
Total
shares held :
|
15,743,056 |
|
% of shares
held :
|
20.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
-747,156 |
|
% of shares
held change :
|
-0.97% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$12.60 |
|
Last
Quarter's Ending
Price :
|
$13.24 |
|
Last
Quarter's Average
Price :
|
$13.14 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.94 (7.15%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SYM FINANCIAL CORPORATION |
12 |
- |
2024-03-31 |
291,872 |
$4,340,000 |
-2,265 |
|
ROYAL BANK OF CANADA |
2194 |
- |
2023-12-31 |
248,116 |
$3,285,000 |
-68,202 |
|
BANK OF AMERICA CORP /DE/ |
3247 |
- |
2023-12-31 |
219,539 |
$2,907,000 |
-36,011 |
|
OHE FINANCIAL INC |
58 |
- |
2023-12-31 |
186,036 |
$2,463,000 |
-55,049 |
|
Golden State Equity Partners |
38 |
- |
2023-12-31 |
175,288 |
$2,321,000 |
-1,107 |
|
WELLS FARGO & CO/MN |
2604 |
- |
2024-03-31 |
127,443 |
$1,895,000 |
-912 |
|
STIFEL FINANCIAL CORP |
1746 |
- |
2023-12-31 |
134,716 |
$1,784,000 |
-2,770 |
|
MML INVESTORS SERVICES LLC |
1142 |
- |
2023-12-31 |
114,621 |
$1,518,000 |
-11,803 |
|
BURNS WEALTH MANAGEMENT, INC. |
249 |
- |
2024-03-31 |
81,904 |
$1,218,000 |
-3,599 |
|
C2C Wealth Management LLC |
21 |
- |
2024-03-31 |
73,925 |
$1,099,000 |
-2,821 |
|
UBS Group AG |
3361 |
- |
2023-12-31 |
80,576 |
$1,067,000 |
-2,939 |
|
Cornerstone Wealth Management LLC |
203 |
- |
2024-03-31 |
67,186 |
$999,000 |
-1,975 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
302 |
- |
2024-03-31 |
62,500 |
$929,000 |
-202,000 |
|
Beacon Pointe Advisors LLC |
740 |
- |
2023-12-31 |
57,565 |
$762,000 |
-9,522 |
|
Atria Wealth Solutions Inc. |
1015 |
- |
2023-12-31 |
53,224 |
$711,000 |
-189 |
|
NEUBERGER BERMAN GROUP LLC |
1384 |
- |
2023-12-31 |
50,210 |
$665,000 |
-1,500 |
|
BDO Wealth Advisors LLC |
157 |
- |
2023-06-30 |
45,750 |
$641,000 |
-1,957 |
|
BB&T CORP |
1801 |
- |
2023-12-31 |
48,446 |
$641,000 |
-38,747 |
|
Western Wealth Management LLC |
337 |
- |
2024-03-31 |
38,353 |
$570,000 |
-3,046 |
|
NWAM LLC |
315 |
- |
2024-03-31 |
38,222 |
$547,000 |
-3,871 |
|
Semus Wealth Partners LLC |
53 |
- |
2024-03-31 |
32,812 |
$488,000 |
-3,114 |
|
GUGGENHEIM CAPITAL LLC |
1476 |
- |
2023-12-31 |
35,089 |
$465,000 |
-2,747 |
|
Rockefeller Capital Management L.P. |
1361 |
- |
2023-12-31 |
34,634 |
$459,000 |
-7,395 |
|
VERUS CAPITAL PARTNERS LLC |
204 |
- |
2024-03-31 |
30,477 |
$453,000 |
-2,132 |
|
RSM US WEALTH MANAGEMENT LLC |
465 |
- |
2024-03-31 |
27,677 |
$412,000 |
-8,969 |
|
COMERICA BANK |
2101 |
- |
2023-12-31 |
21,898 |
$290,000 |
-3 |
|
AE Wealth Management LLC |
1783 |
- |
2023-12-31 |
18,144 |
$250,000 |
-457 |
|
CAPTRUST FINANCIAL ADVISORS |
2228 |
- |
2023-12-31 |
18,800 |
$249,000 |
-45,182 |
|
H D Vest Advisory Services |
1429 |
- |
2024-03-31 |
15,951 |
$237,000 |
-1,625 |
|
MARINER WEALTH ADVISORS, LLC |
2583 |
- |
2023-12-31 |
17,100 |
$226,000 |
-23,709 |
|
Collaborative Wealth Managment Inc. |
161 |
- |
2024-03-31 |
13,676 |
$203,000 |
-1,578 |
|
TFG Advisers LLC |
202 |
- |
2024-03-31 |
12,609 |
$187,000 |
-147 |
|
VIRTU FINANCIAL LLC |
858 |
- |
2023-12-31 |
13,746 |
$182,000 |
-37,600 |
|
Cornerstone Advisory LLP |
222 |
- |
2024-03-31 |
12,000 |
$178,000 |
-52,501 |
|
OARSMAN CAPITAL, INC. |
230 |
- |
2023-12-31 |
13,317 |
$176,000 |
-2,400 |
|
Cresta Advisors Ltd. |
42 |
- |
2024-03-31 |
11,705 |
$174,000 |
-40,000 |
|
Stratos Wealth Partners LTD. |
1276 |
- |
2024-03-31 |
11,601 |
$173,000 |
-10,574 |
|
PNC FINANCIAL SERVICES GROUP INC |
2399 |
- |
2024-03-31 |
9,647 |
$143,000 |
-31,000 |
|
Steward Partners Investment Advisory LLC |
1516 |
- |
2023-12-31 |
10,785 |
$143,000 |
-1,500 |
|
US BANCORP |
2276 |
- |
2024-03-31 |
7,833 |
$116,000 |
-759 |
|
M&R CAPITAL MANAGEMENT INC |
275 |
- |
2024-03-31 |
1,800 |
$27,000 |
-200 |
|
Geneos Wealth Management Inc. |
1426 |
- |
2024-03-31 |
1,050 |
$16,000 |
-1,460 |
|
|
42 Records found
|
1
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