| |
Institutional
Holders
Total
Institutions:
 |
94  25 |
|
|
Total
shares held :
|
13,364,444 |
|
|
% of shares
held :
|
14.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
55 |
|
|
Amount
of shares held :
|
3,127,390 |
|
|
% of shares
held change :
|
3.47% |
|
| 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/ |
875 |
- |
2023-12-31 |
2,634,038 |
$92,402,000 |
384,697 |
|
| TOTAL INVESTMENT MANAGEMENT INC |
1 |
- |
2024-03-31 |
2,530,990 |
$85,370,000 |
20,120 |
|
| ENVESTNET ASSET MANAGEMENT INC |
563 |
- |
2023-12-31 |
1,622,730 |
$56,925,000 |
1,009,393 |
|
| MML INVESTORS SERVICES LLC |
310 |
- |
2023-12-31 |
379,380 |
$13,309,000 |
246,928 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
804 |
- |
2024-03-31 |
292,520 |
$9,867,000 |
19,595 |
|
| Envestnet Portfolio Solutions Inc. |
279 |
- |
2024-03-31 |
234,831 |
$7,921,000 |
27,953 |
|
| PRINCIPAL SECURITIES INC. |
99 |
- |
2024-03-31 |
189,474 |
$6,391,000 |
20,996 |
|
| ROYAL BANK OF CANADA |
1806 |
- |
2023-12-31 |
161,073 |
$5,650,000 |
113,183 |
|
| Beacon Bridge Wealth Partners LLC |
17 |
- |
2024-03-31 |
118,273 |
$3,989,000 |
12,627 |
|
| Galvin Gaustad & Stein LLC |
55 |
- |
2024-03-31 |
112,939 |
$3,809,000 |
29,445 |
|
| Kaizen Financial Strategies |
11 |
- |
2024-03-31 |
104,859 |
$3,537,000 |
10,917 |
|
| COLLECTIVE FAMILY OFFICE LLC |
26 |
- |
2024-03-31 |
102,028 |
$3,441,000 |
63,303 |
|
| Goss Wealth Management LLC |
586 |
- |
2023-12-31 |
73,238 |
$2,457,000 |
29,642 |
|
| Charles Schwab Trust Co |
59 |
- |
2024-03-31 |
62,716 |
$2,115,000 |
20,186 |
|
| Cetera Investment Advisers |
785 |
- |
2023-12-31 |
58,514 |
$2,053,000 |
34,895 |
|
| PRUDENTIAL FINANCIAL INC |
1453 |
- |
2023-12-31 |
55,576 |
$1,950,000 |
37,236 |
|
| LINCOLN NATIONAL CORP |
361 |
- |
2024-03-31 |
51,987 |
$1,754,000 |
29,841 |
|
| Family Asset Management LLC |
21 |
- |
2023-12-31 |
43,862 |
$1,539,000 |
11,105 |
|
| Mutual Advisors LLC |
356 |
- |
2024-03-31 |
41,984 |
$1,416,000 |
10,552 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2219 |
- |
2024-03-31 |
39,015 |
$1,316,000 |
22,678 |
|
| Acorn Wealth Advisors LLC |
39 |
- |
2024-03-31 |
34,202 |
$1,154,000 |
4,593 |
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
51 |
- |
2024-03-31 |
33,947 |
$1,145,000 |
8,809 |
|
| CITADEL ADVISORS LLC |
2817 |
- |
2023-12-31 |
32,080 |
$1,125,000 |
32,080 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1734 |
- |
2024-03-31 |
29,045 |
$980,000 |
5,343 |
|
| MORGAN STANLEY |
4862 |
- |
2023-12-31 |
23,862 |
$837,000 |
22,118 |
|
| GOLDMAN SACHS GROUP INC/ |
3875 |
- |
2023-12-31 |
13,163 |
$462,000 |
3,377 |
|
| MULTIFINANCIAL SECURITIES CORP |
1308 |
- |
2023-12-31 |
10,256 |
$360,000 |
1,841 |
|
| BURNS WEALTH MANAGEMENT, INC. |
413 |
- |
2024-03-31 |
10,544 |
$356,000 |
4,544 |
|
| HAYEK KALLEN INVESTMENT MANAGEMENT |
73 |
- |
2024-03-31 |
10,250 |
$346,000 |
400 |
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
155 |
- |
2024-03-31 |
9,945 |
$335,000 |
466 |
|
| Strategic Blueprint LLC |
512 |
- |
2024-03-31 |
7,826 |
$264,000 |
338 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
416 |
- |
2024-03-31 |
5,899 |
$199,000 |
2,374 |
|
| Smartleaf Asset Management LLC |
371 |
- |
2024-03-31 |
4,404 |
$156,000 |
4,220 |
|
| Fortis Advisors LLC |
156 |
- |
2023-12-31 |
955 |
$33,000 |
255 |
|
|
34 Records found
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1
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