|
Institutional
Holders
Total
Institutions:
|
112 1 |
|
Total
shares held :
|
10,193,019 |
|
% of shares
held :
|
11.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
477,628 |
|
% of shares
held change :
|
0.53% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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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 |
1074 |
- |
2024-03-31 |
958,370 |
$21,477,000 |
-42,491 |
|
Fragasso Group Inc. |
26 |
- |
2024-03-31 |
326,909 |
$7,326,000 |
-102,642 |
|
UBS Group AG |
2223 |
- |
2023-12-31 |
173,710 |
$3,844,000 |
-23,025 |
|
BB&T CORP |
966 |
- |
2023-12-31 |
168,930 |
$3,738,000 |
-8,773 |
|
AMERIPRISE FINANCIAL INC |
2495 |
- |
2023-12-31 |
162,354 |
$3,593,000 |
-6,217 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
92 |
- |
2024-03-31 |
138,674 |
$3,108,000 |
-37,168 |
|
ROYAL BANK OF CANADA |
2260 |
- |
2023-12-31 |
133,454 |
$2,953,000 |
-66,591 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1580 |
- |
2024-03-31 |
98,442 |
$2,206,000 |
-3,328 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1781 |
- |
2024-03-31 |
87,782 |
$1,967,000 |
-1,528 |
|
Visionary Wealth Advisors |
161 |
- |
2023-12-31 |
83,988 |
$1,859,000 |
-27,429 |
|
Kades & Cheifetz LLC |
25 |
- |
2024-03-31 |
78,155 |
$1,751,000 |
-3,561 |
|
Breakwater Capital Group |
63 |
- |
2024-03-31 |
77,088 |
$1,728,000 |
-7,971 |
|
NAPLES GLOBAL ADVISORS LLC |
194 |
- |
2024-03-31 |
54,875 |
$1,230,000 |
-4,425 |
|
Advisor Group Holdings Inc. |
2267 |
- |
2024-03-31 |
47,295 |
$1,060,000 |
-28,675 |
|
Goss Wealth Management LLC |
902 |
- |
2023-12-31 |
46,835 |
$1,034,000 |
-2,428 |
|
McAdam LLC |
120 |
- |
2024-03-31 |
44,385 |
$995,000 |
-2,268 |
|
CITADEL ADVISORS LLC |
3375 |
- |
2023-12-31 |
28,392 |
$628,000 |
-53,538 |
|
WSFS CAPITAL MANAGEMENT LLC |
268 |
- |
2024-03-31 |
26,229 |
$588,000 |
-2,812 |
|
Innova Wealth Partners |
31 |
- |
2023-12-31 |
23,576 |
$522,000 |
-6,768 |
|
Envestnet Portfolio Solutions Inc. |
1179 |
- |
2024-03-31 |
19,355 |
$434,000 |
-4,184 |
|
Snowden Capital Advisors LLC |
778 |
- |
2023-12-31 |
18,088 |
$400,000 |
-6,251 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
163 |
- |
2024-03-31 |
15,511 |
$348,000 |
-89,525 |
|
Global Strategic Investment Solutions LLC |
118 |
- |
2024-03-31 |
15,303 |
$343,000 |
-325,877 |
|
Walkner Condon Financial Advisors LLC |
204 |
- |
2024-03-31 |
14,599 |
$327,000 |
-681 |
|
Kingsview Wealth Management LLC |
794 |
- |
2024-03-31 |
14,118 |
$316,000 |
-106 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1033 |
- |
2024-03-31 |
12,678 |
$284,000 |
-130 |
|
FOSTER & MOTLEY INC |
346 |
- |
2024-03-31 |
12,070 |
$270,000 |
-960 |
|
AE Wealth Management LLC |
1761 |
- |
2023-12-31 |
12,018 |
$265,000 |
-5,205 |
|
FC Advisory LLC |
87 |
- |
2024-03-31 |
11,701 |
$262,000 |
-215 |
|
JANNEY MONTGOMERY SCOTT LLC |
2477 |
- |
2024-03-31 |
10,279 |
$230,000 |
-3,127 |
|
Hobart Private Capital LLC |
62 |
- |
2024-03-31 |
9,949 |
$223,000 |
-4,963 |
|
STIFEL FINANCIAL CORP |
3001 |
- |
2023-12-31 |
10,044 |
$222,000 |
-797 |
|
MML INVESTORS SERVICES LLC |
2254 |
- |
2023-12-31 |
9,915 |
$219,000 |
-2,074 |
|
HANSON MCCLAIN, INC. |
1064 |
- |
2024-03-31 |
3,787 |
$85,000 |
-1,092 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
17 |
- |
2022-12-31 |
3,243 |
$72,000 |
-1,368 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1317 |
- |
2024-03-31 |
2,002 |
$45,000 |
-10 |
|
Capital Analysts Inc. |
713 |
- |
2023-12-31 |
1,525 |
$34,000 |
-375,606 |
|
Global Retirement Partners LLC |
1632 |
- |
2024-03-31 |
1,302 |
$29,000 |
-689 |
|
PRINCIPAL SECURITIES INC. |
2074 |
- |
2024-03-31 |
777 |
$17,000 |
-16,491 |
|
J P MORGAN CHASE & CO |
5030 |
- |
2024-03-31 |
447 |
$10,000 |
-126 |
|
|
40 Records found
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1
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