|
Institutional
Holders
Total
Institutions:
|
123 1 |
|
Total
shares held :
|
8,507,796 |
|
% of shares
held :
|
9.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
206,749 |
|
% of shares
held change :
|
0.23% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$37.94 |
|
Last
Quarter's Ending
Price :
|
$43.11 |
|
Last
Quarter's Average
Price :
|
$39.52 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.70 (19.48%) |
|
|
|
|
|
|
|
|
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/ |
1330 |
- |
2024-03-31 |
967,114 |
$46,141,000 |
-46,772 |
|
MEITAV DASH INVESTMENTS LTD |
35 |
- |
2024-03-31 |
953,759 |
$45,504,000 |
6,090 |
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
9 |
- |
2024-03-31 |
591,126 |
$28,210,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
1354 |
- |
2024-03-31 |
550,000 |
$26,241,000 |
400,000 |
|
MORGAN STANLEY |
2395 |
- |
2024-03-31 |
547,031 |
$26,099,000 |
-244,240 |
|
AFFINITY WEALTH MANAGEMENT |
7 |
- |
2024-03-31 |
532,116 |
$25,387,000 |
5,244 |
|
LPL FINANCIAL CORP |
1019 |
- |
2024-03-31 |
353,462 |
$16,864,000 |
16,022 |
|
Davis Investment Partners LLC |
3 |
- |
2024-03-31 |
334,375 |
$15,558,000 |
2,506 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
660 |
- |
2024-03-31 |
290,377 |
$13,854,000 |
32,437 |
|
WELLS FARGO & CO/MN |
1339 |
- |
2024-03-31 |
286,348 |
$13,662,000 |
2,033 |
|
AMERIPRISE FINANCIAL INC |
1670 |
- |
2024-03-31 |
230,661 |
$11,005,000 |
-21,349 |
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
9 |
- |
2024-03-31 |
209,374 |
$9,992,000 |
0 |
|
Carmel Capital Management L.L.C. |
13 |
- |
2024-03-31 |
178,190 |
$8,501,000 |
375 |
|
Kestra Advisory Services LLC |
356 |
- |
2024-03-31 |
176,418 |
$8,417,000 |
6,419 |
|
Advisor Group Holdings Inc. |
785 |
- |
2024-03-31 |
168,988 |
$8,062,000 |
10,819 |
|
ROYAL BANK OF CANADA |
1630 |
- |
2024-03-31 |
166,689 |
$7,952,000 |
-14,557 |
|
Wealthcare Advisory Partners LLC |
72 |
- |
2024-03-31 |
164,904 |
$7,868,000 |
-385 |
|
J P MORGAN CHASE & CO |
2229 |
- |
2024-03-31 |
155,438 |
$7,416,000 |
155,108 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
583 |
- |
2024-03-31 |
144,354 |
$6,887,000 |
6,938 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
598 |
- |
2024-03-31 |
143,119 |
$6,828,000 |
8,280 |
|
UBS Group AG |
2000 |
- |
2024-03-31 |
128,723 |
$6,141,000 |
50,630 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1264 |
- |
2024-03-31 |
89,656 |
$4,278,000 |
62,097 |
|
Green Harvest Asset Management LLC |
61 |
- |
2024-03-31 |
74,975 |
$3,577,000 |
-8,480 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
19 |
- |
2024-03-31 |
72,147 |
$3,445,000 |
-530 |
|
TKG Advisors LLC |
18 |
- |
2024-03-31 |
71,386 |
$3,406,000 |
1,340 |
|
Milestone Advisory Partners |
10 |
- |
2023-09-30 |
88,763 |
$3,399,000 |
72,979 |
|
Private Advisory Group LLC |
64 |
- |
2024-03-31 |
70,550 |
$3,366,000 |
8,608 |
|
TD Waterhouse Canada Inc. |
340 |
- |
2024-03-31 |
51,698 |
$2,943,000 |
21,243 |
|
Evernest Financial Advisors LLC |
18 |
- |
2024-03-31 |
59,468 |
$2,689,000 |
3,607 |
|
G&S Capital LLC |
32 |
- |
2024-03-31 |
55,659 |
$2,655,000 |
1,475 |
|
Joseph P. Lucia & Associates LLC |
21 |
- |
2024-03-31 |
54,531 |
$2,602,000 |
16 |
|
Private Advisor Group LLC |
709 |
- |
2024-03-31 |
51,594 |
$2,462,000 |
-1,869 |
|
Equitable Holdings Inc. |
426 |
- |
2024-03-31 |
45,338 |
$2,163,000 |
254 |
|
Choice Wealth Advisors LLC |
14 |
- |
2024-03-31 |
43,887 |
$2,094,000 |
2,770 |
|
Traction Financial Partners LLC |
14 |
- |
2024-03-31 |
41,944 |
$1,980,000 |
-6,381 |
|
Baird Financial Group Inc. |
976 |
- |
2024-03-31 |
38,774 |
$1,850,000 |
1,039 |
|
ACCESS FINANCIAL SERVICES INC. |
22 |
- |
2024-03-31 |
37,990 |
$1,813,000 |
3,858 |
|
Burns Matteson Capital Management LLC |
21 |
- |
2024-03-31 |
37,277 |
$1,778,000 |
-5,311 |
|
OPPENHEIMER & CO INC |
563 |
- |
2024-03-31 |
35,370 |
$1,688,000 |
5,406 |
|
Yahav Achim Ve Achayot - Provident Funds Managemen |
14 |
- |
2024-03-31 |
33,000 |
$1,575,000 |
0 |
|
Capital Wealth Alliance LLC |
31 |
- |
2024-03-31 |
32,800 |
$1,565,000 |
6,931 |
|
Friedenthal Financial |
24 |
- |
2024-03-31 |
30,269 |
$1,444,000 |
-1,623 |
|
STIFEL FINANCIAL CORP |
1974 |
- |
2024-03-31 |
29,360 |
$1,401,000 |
2,604 |
|
Brick & Kyle Associates |
40 |
*New |
2024-03-31 |
28,494 |
$1,340,000 |
28,494 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2230 |
- |
2024-03-31 |
27,491 |
$1,312,000 |
21,317 |
|
Walker Asset Management LLC |
21 |
- |
2024-03-31 |
26,355 |
$1,257,000 |
40 |
|
Lido Advisors LLC |
512 |
- |
2024-03-31 |
25,509 |
$1,217,000 |
-1,121 |
|
MULTIFINANCIAL SECURITIES CORP |
1072 |
- |
2024-03-31 |
24,870 |
$1,187,000 |
93 |
|
Comprehensive Wealth Management LLC |
10 |
- |
2024-03-31 |
21,256 |
$1,014,000 |
-261 |
|
Circle Wealth Management LLC |
98 |
- |
2024-03-31 |
20,429 |
$975,000 |
47 |
|
BLACKROCK INC. |
3906 |
- |
2024-03-31 |
20,000 |
$954,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
994 |
- |
2024-03-31 |
19,568 |
$923,000 |
-173 |
|
HILLTOP HOLDINGS INC. |
245 |
- |
2024-03-31 |
18,890 |
$901,000 |
-95 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1605 |
*New |
2024-03-31 |
18,460 |
$881,000 |
18,460 |
|
EQIS CAPITAL MANAGEMENT, INC. |
321 |
- |
2024-03-31 |
16,158 |
$771,000 |
-3,875 |
|
PFG Advisors |
323 |
- |
2024-03-31 |
15,867 |
$757,000 |
-2,909 |
|
Interchange Capital Partners LLC |
56 |
- |
2024-03-31 |
14,850 |
$728,000 |
549 |
|
BROWN ADVISORY HOLDINGS INC |
865 |
*New |
2024-03-31 |
14,750 |
$704,000 |
14,750 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1148 |
- |
2024-03-31 |
13,531 |
$646,000 |
131 |
|
RAYMOND JAMES & ASSOCIATES |
2865 |
- |
2024-03-31 |
13,385 |
$639,000 |
-9,477 |
|
ENVESTNET ASSET MANAGEMENT INC |
3297 |
- |
2024-03-31 |
12,593 |
$601,000 |
408 |
|
IFG Advisory LLC |
303 |
- |
2024-03-31 |
12,060 |
$575,000 |
550 |
|
SeaCrest Wealth Management LLC |
285 |
- |
2024-03-31 |
11,972 |
$571,000 |
-510 |
|
Global Retirement Partners LLC |
504 |
- |
2024-03-31 |
11,781 |
$562,000 |
6,018 |
|
Change Path LLC |
558 |
*New |
2024-03-31 |
10,950 |
$522,000 |
10,950 |
|
Atria Wealth Solutions Inc. |
1232 |
*New |
2024-03-31 |
10,902 |
$520,000 |
10,902 |
|
FIRST HEARTLAND CONSULTANTS INC |
247 |
- |
2024-03-31 |
10,778 |
$514,000 |
1,005 |
|
Focus Financial Network Inc. |
385 |
- |
2024-03-31 |
10,504 |
$475,000 |
0 |
|
FMR LLC |
2580 |
- |
2024-03-31 |
9,840 |
$469,000 |
662 |
|
AMJ Financial Wealth Management |
61 |
- |
2024-03-31 |
9,577 |
$457,000 |
-12,672 |
|
MML INVESTORS SERVICES LLC |
1864 |
- |
2024-03-31 |
9,176 |
$438,000 |
3,439 |
|
Advisory Alpha LLC |
233 |
- |
2024-03-31 |
9,083 |
$433,000 |
-2 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
491 |
- |
2023-12-31 |
9,669 |
$417,000 |
0 |
|
Cedar Brook Financial Partners LLC |
240 |
- |
2024-03-31 |
8,650 |
$413,000 |
2,180 |
|
McAdam LLC |
196 |
- |
2024-03-31 |
7,910 |
$377,000 |
0 |
|
Western Wealth Management LLC |
440 |
- |
2024-03-31 |
7,788 |
$372,000 |
25 |
|
OLD MISSION CAPITAL LLC |
647 |
*New |
2024-03-31 |
7,758 |
$370,000 |
7,758 |
|
Envestnet Portfolio Solutions Inc. |
1250 |
- |
2024-03-31 |
7,725 |
$369,000 |
-790 |
|
PRIVATE TRUST CO NA |
454 |
- |
2024-03-31 |
7,484 |
$357,000 |
0 |
|
BB&T CORP |
2170 |
- |
2024-03-31 |
7,454 |
$356,000 |
-246 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
403 |
- |
2024-03-31 |
7,269 |
$347,000 |
-937 |
|
Jacobi Capital Management LLC |
374 |
- |
2024-03-31 |
7,000 |
$334,000 |
0 |
|
Kingsview Wealth Management LLC |
781 |
*New |
2024-03-31 |
6,939 |
$331,000 |
6,939 |
|
CI Private Wealth LLC |
1828 |
- |
2024-03-31 |
6,918 |
$330,000 |
147 |
|
One Charles Private Wealth Services LLC |
101 |
- |
2024-03-31 |
6,925 |
$330,000 |
0 |
|
Financial Advisory Service Inc. |
248 |
- |
2024-03-31 |
6,892 |
$329,000 |
-1,085 |
|
Resources Investment Advisors Inc. |
878 |
- |
2024-03-31 |
6,865 |
$328,000 |
0 |
|
GREAT VALLEY ADVISOR GROUP INC. |
601 |
- |
2024-03-31 |
6,500 |
$310,000 |
-6,875 |
|
Astoria Portfolio Advisors LLC. |
119 |
- |
2024-03-31 |
6,718 |
$307,000 |
766 |
|
Belpointe Asset Management LLC |
615 |
- |
2024-03-31 |
5,891 |
$281,000 |
294 |
|
Spire Wealth Management |
695 |
- |
2024-03-31 |
5,675 |
$271,000 |
13 |
|
Grey Fox Wealth Advisors LLC |
87 |
- |
2024-03-31 |
5,312 |
$253,000 |
12 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
142 |
- |
2024-03-31 |
5,158 |
$246,000 |
-1,348 |
|
PRINCIPAL SECURITIES INC. |
926 |
- |
2024-03-31 |
5,132 |
$245,000 |
-170 |
|
DIVERSIFIED TRUST CO |
691 |
- |
2024-03-31 |
5,125 |
$245,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2604 |
- |
2024-03-31 |
5,089 |
$243,000 |
-1,655 |
|
Pensionmark Financial Group LLC |
342 |
*New |
2024-03-31 |
5,100 |
$243,000 |
5,100 |
|
Capital Investment Advisory Services LLC |
446 |
- |
2024-03-31 |
5,068 |
$242,000 |
11 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
860 |
- |
2024-03-31 |
4,825 |
$230,000 |
0 |
|
Goss Wealth Management LLC |
1763 |
*New |
2024-03-31 |
4,804 |
$229,000 |
4,804 |
|
|
100 Records found
|
1
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