| |
Institutional
Holders
Total
Institutions:
 |
126  3 |
|
|
Total
shares held :
|
7,160,504 |
|
|
% of shares
held :
|
30.98% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
-515,197 |
|
|
% of shares
held change :
|
-2.23% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.20 |
|
|
Last
Quarter's Ending
Price :
|
$51.26 |
|
|
Last
Quarter's Average
Price :
|
$47.71 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.91 (10.29%) |
|
|
|
|
|
|
|
|
|
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/ |
908 |
- |
2023-12-31 |
1,679,718 |
$86,102,000 |
115,011 |
|
| WELLS FARGO & CO/MN |
735 |
- |
2023-12-31 |
871,337 |
$44,665,000 |
7,822 |
|
| Dynamic Advisors Solutions LLC |
200 |
- |
2024-03-31 |
69,065 |
$3,726,000 |
6,135 |
|
| Integrated Wealth Concepts LLC |
416 |
- |
2023-12-31 |
46,259 |
$2,371,000 |
45 |
|
| Laurel Wealth Advisors Inc. |
123 |
- |
2022-12-31 |
36,422 |
$1,874,000 |
67 |
|
| Apollon Wealth Management LLC |
|
- |
2024-03-31 |
33,843 |
$1,826,000 |
227 |
|
| MONEY CONCEPTS CAPITAL CORP |
158 |
- |
2024-03-31 |
32,637 |
$1,761,000 |
1,182 |
|
| Steward Partners Investment Advisory LLC |
567 |
- |
2023-12-31 |
31,115 |
$1,595,000 |
401 |
|
| Heartwood Wealth Advisors LLC |
43 |
- |
2024-03-31 |
27,195 |
$1,467,000 |
5,313 |
|
| GATEWAY ADVISORY, LLC |
40 |
- |
2023-12-31 |
23,322 |
$1,195,000 |
84 |
|
| Atria Wealth Solutions Inc. |
799 |
- |
2023-12-31 |
22,236 |
$1,140,000 |
543 |
|
| Great Diamond Partners LLC |
90 |
- |
2023-12-31 |
19,405 |
$995,000 |
1,235 |
|
| MADDEN ADVISORY SERVICES, INC. |
|
- |
2024-03-31 |
16,476 |
$889,000 |
2 |
|
| Wealthcare Advisory Partners LLC |
397 |
- |
2024-03-31 |
16,223 |
$875,000 |
570 |
|
| MULTIFINANCIAL SECURITIES CORP |
866 |
- |
2023-12-31 |
15,674 |
$803,000 |
3,650 |
|
| CREATIVE PLANNING |
1395 |
- |
2023-12-31 |
15,000 |
$769,000 |
5,396 |
|
| Bickling Financial Services Inc. |
47 |
- |
2022-12-31 |
14,116 |
$726,000 |
133 |
|
| MARINER WEALTH ADVISORS, LLC |
1669 |
- |
2023-12-31 |
14,129 |
$724,000 |
3,765 |
|
| PROSPERA FINANCIAL SERVICES |
595 |
- |
2023-12-31 |
11,884 |
$609,000 |
1,415 |
|
| PFG Investments LLC |
469 |
- |
2024-03-31 |
10,831 |
$584,000 |
5,803 |
|
| Baird Financial Group Inc. |
1330 |
- |
2023-12-31 |
10,428 |
$535,000 |
1,225 |
|
| Strategic Financial Concepts LLC |
177 |
- |
2024-03-31 |
8,350 |
$450,000 |
8,350 |
|
| J P MORGAN CHASE & CO |
3775 |
- |
2023-12-31 |
8,050 |
$413,000 |
306 |
|
| HARBOUR INVESTMENTS INC. |
598 |
- |
2023-12-31 |
8,034 |
$412,000 |
1,839 |
|
| Tradition Wealth Management LLC |
227 |
- |
2023-12-31 |
7,914 |
$406,000 |
84 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
479 |
- |
2024-03-31 |
7,374 |
$398,000 |
3 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1723 |
- |
2024-03-31 |
7,234 |
$390,000 |
1,321 |
|
| J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
6,953 |
$375,000 |
619 |
|
| SWEENEY & MICHEL LLC |
80 |
- |
2023-09-30 |
7,348 |
$336,000 |
75 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1324 |
- |
2023-12-31 |
6,471 |
$332,000 |
485 |
|
| FMR LLC |
2643 |
- |
2023-12-31 |
6,361 |
$326,000 |
2,502 |
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
151 |
- |
2024-03-31 |
5,501 |
$297,000 |
1,571 |
|
| Well Done LLC |
162 |
- |
2024-03-31 |
4,686 |
$253,000 |
4 |
|
| Lido Advisors LLC |
992 |
- |
2023-12-31 |
4,809 |
$247,000 |
4,809 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
706 |
- |
2023-12-31 |
4,108 |
$211,000 |
4,108 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2343 |
- |
2023-12-31 |
2,970 |
$152,000 |
1,995 |
|
| Coastal Investment Advisors Inc. |
555 |
- |
2024-03-31 |
935 |
$50,000 |
935 |
|
| ALBION FINANCIAL GROUP /UT |
230 |
- |
2024-03-31 |
842 |
$45,000 |
9 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1343 |
- |
2023-12-31 |
250 |
$13,000 |
198 |
|
|
39 Records found
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1
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