| |
Institutional
Holders
Total
Institutions:
 |
95  5 |
|
|
Total
shares held :
|
10,902,733 |
|
|
% of shares
held :
|
12.11% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
845,236 |
|
|
% of shares
held change :
|
 0.94% |
|
| 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/ |
1563 |
- |
2023-12-31 |
1,613,544 |
$27,575,000 |
-204,965 |
|
| WELLS FARGO & CO/MN |
1529 |
- |
2024-03-31 |
591,681 |
$10,070,000 |
-21,334 |
|
| LPL FINANCIAL CORP |
1386 |
- |
2024-03-31 |
541,903 |
$9,223,000 |
-37,213 |
|
| MORGAN STANLEY |
3699 |
- |
2023-12-31 |
353,552 |
$6,042,000 |
-5,114 |
|
| UBS Group AG |
1936 |
- |
2023-12-31 |
316,402 |
$5,407,000 |
-78,704 |
|
| J P MORGAN CHASE & CO |
2450 |
- |
2024-03-31 |
302,231 |
$5,144,000 |
-40,760 |
|
| STIFEL FINANCIAL CORP |
1161 |
- |
2023-12-31 |
263,153 |
$4,497,000 |
-3,520 |
|
| EisnerAmper Wealth Management Corporate Benefits L |
18 |
- |
2023-12-31 |
246,337 |
$4,210,000 |
-18,688 |
|
| Willis Johnson & Associates Inc. |
35 |
- |
2024-03-31 |
242,039 |
$4,119,000 |
-12,416 |
|
| JANNEY CAPITAL MANAGEMENT LLC |
115 |
- |
2024-03-31 |
148,777 |
$2,532,000 |
-1,786 |
|
| Advisor Group Holdings Inc. |
1649 |
- |
2024-03-31 |
124,770 |
$2,124,000 |
-7,522 |
|
| MidWestOne Financial Group Inc. |
69 |
- |
2023-12-31 |
111,218 |
$1,901,000 |
-28,702 |
|
| Integrated Wealth Concepts LLC |
545 |
- |
2023-12-31 |
96,026 |
$1,641,000 |
-41,973 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2652 |
- |
2023-12-31 |
84,452 |
$1,443,000 |
-27,553 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
232 |
- |
2024-03-31 |
80,977 |
$1,378,000 |
-2,930 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
176 |
- |
2023-12-31 |
76,661 |
$1,310,000 |
-1,570 |
|
| PFG FINANCIAL ADVISORS |
110 |
- |
2024-03-31 |
46,097 |
$785,000 |
-1,438 |
|
| MBM Wealth Consultants LLC |
54 |
- |
2024-03-31 |
41,341 |
$704,000 |
-398 |
|
| Wealthcare Advisory Partners LLC |
475 |
- |
2024-03-31 |
40,119 |
$683,000 |
-4,167 |
|
| ROYAL BANK OF CANADA |
3434 |
- |
2023-12-31 |
38,236 |
$653,000 |
-8,700 |
|
| Detalus Advisors LLC |
75 |
- |
2024-03-31 |
31,297 |
$533,000 |
-2,054 |
|
| EAGLE GLOBAL ADVISORS LLC |
173 |
- |
2023-12-31 |
28,000 |
$479,000 |
-3,000 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
302 |
- |
2024-03-31 |
25,491 |
$434,000 |
-2,058 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2633 |
- |
2024-03-31 |
24,130 |
$411,000 |
-5,018 |
|
| FINANCIAL NETWORK |
2095 |
- |
2023-12-31 |
21,289 |
$364,000 |
-1,735 |
|
| Cetera Investment Advisers |
1733 |
- |
2023-12-31 |
19,070 |
$326,000 |
-5,642 |
|
| BKD WEALTH ADVISORS LLC |
341 |
- |
2024-03-31 |
18,034 |
$307,000 |
-24,346 |
|
| Cherry Tree Wealth Management LLC |
145 |
- |
2024-03-31 |
14,688 |
$250,000 |
-2,930 |
|
| Emerald Investment Partners LLC |
259 |
- |
2024-03-31 |
13,123 |
$223,000 |
-4,962 |
|
| HIGHTOWER ADVISORS, LLC |
2904 |
- |
2024-03-31 |
12,209 |
$208,000 |
-454 |
|
| FOSTER & MOTLEY INC |
387 |
- |
2024-03-31 |
10,606 |
$181,000 |
-149 |
|
| ANCORA ADVISORS, LLC |
799 |
- |
2023-12-31 |
4,451 |
$76,000 |
-160 |
|
| Global Retirement Partners LLC |
1468 |
- |
2024-03-31 |
2,385 |
$41,000 |
-1,362 |
|
| FMR LLC |
4297 |
- |
2023-12-31 |
312 |
$5,000 |
-1 |
|
|
34 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
