|
Institutional
Holders
Total
Institutions:
|
187 14 |
|
Total
shares held :
|
13,406,867 |
|
% of shares
held :
|
10.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-25 |
|
Amount
of shares held :
|
-700,764 |
|
% of shares
held change :
|
-0.55% |
|
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 |
599 |
- |
2024-03-31 |
877,995 |
$68,975,000 |
-164,345 |
|
LPL FINANCIAL CORP |
525 |
- |
2024-03-31 |
679,048 |
$53,346,000 |
-14,673 |
|
BANK OF AMERICA CORP /DE/ |
1231 |
- |
2023-12-31 |
598,978 |
$44,067,000 |
-6,968 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
342 |
- |
2024-03-31 |
415,307 |
$32,627,000 |
-106,658 |
|
UBS Group AG |
907 |
- |
2023-12-31 |
406,746 |
$29,924,000 |
-38,228 |
|
AMERIPRISE FINANCIAL INC |
1209 |
- |
2023-12-31 |
298,798 |
$21,987,000 |
-34,496 |
|
INVESTMENT MANAGEMENT OF VIRGINIA LLC |
2 |
- |
2023-03-31 |
212,630 |
$15,044,000 |
-5,581 |
|
Advisor Group Holdings Inc. |
511 |
- |
2024-03-31 |
190,690 |
$14,999,000 |
-21,344 |
|
RAYMOND JAMES & ASSOCIATES |
999 |
- |
2024-03-31 |
169,414 |
$13,309,000 |
-461 |
|
Connecticut Wealth Management LLC |
36 |
- |
2024-03-31 |
113,653 |
$8,929,000 |
-2,444 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
525 |
- |
2024-03-31 |
104,135 |
$8,181,000 |
-13,786 |
|
PINNACLE ASSOCIATES LTD |
188 |
- |
2024-03-31 |
100,019 |
$7,857,000 |
-90,926 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
596 |
- |
2024-03-31 |
84,041 |
$6,602,000 |
-3,628 |
|
SMITH MOORE & CO. |
29 |
- |
2023-12-31 |
69,975 |
$4,943,000 |
-2,503 |
|
Laurel Wealth Advisors Inc. |
53 |
- |
2022-12-31 |
67,252 |
$4,812,000 |
-1,540 |
|
Financial Advisory Service Inc. |
52 |
- |
2024-03-31 |
60,181 |
$4,728,000 |
-9,348 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
227 |
- |
2024-03-31 |
56,309 |
$4,424,000 |
-1,743 |
|
BB&T CORP |
926 |
- |
2023-12-31 |
56,683 |
$4,170,000 |
-16,390 |
|
ESSEX FINANCIAL SERVICES INC |
64 |
- |
2024-03-31 |
51,649 |
$4,058,000 |
-1,068 |
|
Integrated Wealth Concepts LLC |
275 |
- |
2023-12-31 |
53,897 |
$3,965,000 |
-2,151 |
|
JANNEY MONTGOMERY SCOTT LLC |
914 |
- |
2024-03-31 |
42,583 |
$3,345,000 |
-10,790 |
|
Kerntke Otto McGlone Wealth Management Group |
10 |
- |
2024-03-31 |
38,088 |
$2,992,000 |
-9,447 |
|
AVAII WEALTH MANAGEMENT LLC |
20 |
- |
2024-03-31 |
27,694 |
$2,176,000 |
-1,766 |
|
ENVESTNET ASSET MANAGEMENT INC |
2513 |
- |
2023-12-31 |
25,295 |
$1,861,000 |
-16,995 |
|
MML INVESTORS SERVICES LLC |
1047 |
- |
2023-12-31 |
24,673 |
$1,815,000 |
-4,244 |
|
HIGHTOWER ADVISORS, LLC |
1466 |
- |
2024-03-31 |
22,810 |
$1,794,000 |
-6,572 |
|
Dynamic Advisors Solutions LLC |
319 |
- |
2024-03-31 |
22,684 |
$1,782,000 |
-10,330 |
|
DANA INVESTMENT ADVISORS INC |
178 |
- |
2023-12-31 |
22,189 |
$1,632,000 |
-2,246 |
|
Visionary Wealth Advisors |
193 |
- |
2023-12-31 |
19,330 |
$1,422,000 |
-234 |
|
Royal Capital Wealth Management LLC |
21 |
- |
2023-12-31 |
19,187 |
$1,412,000 |
-139 |
|
Quad-Cities Investment Group LLC |
33 |
- |
2024-03-31 |
16,650 |
$1,308,000 |
-1,638 |
|
GOLDMAN SACHS GROUP INC/ |
3390 |
- |
2023-12-31 |
17,499 |
$1,287,000 |
-12,659 |
|
Parcion Private Wealth LLC |
105 |
- |
2024-03-31 |
15,020 |
$1,180,000 |
-408,143 |
|
Kellett Schaffner Wealth Advisors LLC |
22 |
- |
2024-03-31 |
13,956 |
$1,096,000 |
-136 |
|
WEDBUSH MORGAN SECURITIES INC |
306 |
- |
2023-12-31 |
14,864 |
$1,094,000 |
-1,034 |
|
COMERICA BANK |
1526 |
- |
2023-12-31 |
13,847 |
$1,019,000 |
-7,450 |
|
MERCER GLOBAL ADVISORS INC /ADV |
972 |
- |
2023-12-31 |
13,808 |
$1,016,000 |
-818 |
|
KRAEMATON INVESTMENT ADVISORS INC |
34 |
- |
2024-03-31 |
12,537 |
$985,000 |
-1,788 |
|
WealthBridge Capital Management LLC |
62 |
- |
2024-03-31 |
12,178 |
$957,000 |
-1,394 |
|
Northwest Financial Advisors |
31 |
- |
2024-03-31 |
11,532 |
$906,000 |
-74 |
|
Benedetti & Gucer Inc. |
45 |
- |
2024-03-31 |
10,468 |
$822,000 |
-2,720 |
|
H D Vest Advisory Services |
840 |
- |
2024-03-31 |
10,042 |
$789,000 |
-2,167 |
|
CAPTRUST FINANCIAL ADVISORS |
1463 |
- |
2023-12-31 |
10,062 |
$740,000 |
-51 |
|
L.M. KOHN & COMPANY |
111 |
- |
2024-03-31 |
8,841 |
$695,000 |
-30 |
|
FINANCIAL NETWORK |
1645 |
- |
2023-12-31 |
9,167 |
$674,000 |
-19,470 |
|
CFS Investment Advisory Services LLC |
93 |
- |
2023-12-31 |
8,627 |
$635,000 |
-3,719 |
|
Lakeview Capital Partners LLC |
211 |
- |
2024-03-31 |
7,837 |
$616,000 |
-222 |
|
tru Independence LLC |
73 |
- |
2024-03-31 |
7,364 |
$579,000 |
-6 |
|
Geneos Wealth Management Inc. |
471 |
- |
2024-03-31 |
7,175 |
$564,000 |
-175 |
|
HEAD & ASSOCIATES LLC |
141 |
- |
2023-12-31 |
6,652 |
$489,000 |
-60 |
|
Retirement Planning Co of New England Inc. |
116 |
- |
2024-03-31 |
5,821 |
$457,000 |
-370 |
|
Ahrens Investment Partners LLC |
83 |
- |
2023-03-31 |
6,256 |
$443,000 |
-1,200 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3649 |
- |
2024-03-31 |
5,356 |
$421,000 |
-5,563 |
|
Equitable Holdings Inc. |
834 |
- |
2023-12-31 |
5,574 |
$410,000 |
-309 |
|
Coastal Investment Advisors Inc. |
286 |
- |
2024-03-31 |
4,714 |
$370,000 |
-287 |
|
American Money Management LLC |
122 |
- |
2024-03-31 |
3,724 |
$293,000 |
-185 |
|
Ameritas Advisory Services LLC |
567 |
- |
2023-12-31 |
3,765 |
$277,000 |
-4,383 |
|
HOWE & RUSLING INC |
198 |
- |
2023-12-31 |
3,748 |
$276,000 |
-311 |
|
Clarus Wealth Advisors |
104 |
- |
2024-03-31 |
3,419 |
$259,000 |
-50 |
|
Trilogy Capital Inc. |
270 |
- |
2024-03-31 |
3,298 |
$259,000 |
-149 |
|
IHT Wealth Management LLC |
831 |
- |
2023-12-31 |
3,437 |
$253,000 |
-2,873 |
|
Koshinski Asset Management Inc. |
470 |
- |
2024-03-31 |
3,182 |
$250,000 |
-7,343 |
|
Insight Advisors LLC/ PA |
266 |
- |
2024-03-31 |
2,952 |
$232,000 |
-501 |
|
Ausdal Financial Partners Inc. |
414 |
- |
2024-03-31 |
2,937 |
$231,000 |
-121 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
410 |
- |
2024-03-31 |
2,937 |
$230,000 |
-963 |
|
Cooper Financial Group |
331 |
- |
2024-03-31 |
2,778 |
$218,000 |
-211 |
|
TOWER RESEARCH CAPITAL LLC |
2080 |
- |
2023-12-31 |
2,782 |
$205,000 |
-7,400 |
|
FMR LLC |
2901 |
- |
2023-12-31 |
2,004 |
$147,000 |
-137 |
|
ICA Group Wealth Management LLC |
348 |
- |
2023-12-31 |
1,471 |
$108,000 |
-3,098 |
|
BANK OF MONTREAL /CAN/ |
2851 |
- |
2023-12-31 |
1,300 |
$96,000 |
-1,780 |
|
PROEQUITIES INC. |
930 |
- |
2024-03-31 |
1,215 |
$95,000 |
-135 |
|
Park Place Capital Corp |
460 |
- |
2024-03-31 |
418 |
$33,000 |
-14 |
|
Global Retirement Partners LLC |
2041 |
- |
2024-03-31 |
141 |
$11,000 |
-341 |
|
|
73 Records found
|
1
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