| |
Institutional
Holders
Total
Institutions:
 |
33  4 |
|
|
Total
shares held :
|
7,170,650 |
|
|
% of shares
held :
|
0.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
680,188 |
|
|
% of shares
held change :
|
0.08% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
1799 |
- |
2023-12-31 |
1,850,388 |
$46,630,000 |
225,086 |
|
| BANK OF AMERICA CORP /DE/ |
1315 |
- |
2023-12-31 |
1,539,684 |
$38,800,000 |
160,576 |
|
| ROYAL BANK OF CANADA |
885 |
- |
2023-12-31 |
1,260,779 |
$31,771,000 |
96,446 |
|
| RAYMOND JAMES & ASSOCIATES |
1039 |
- |
2024-03-31 |
459,180 |
$12,370,000 |
149,718 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
52 |
- |
2023-12-31 |
369,753 |
$9,318,000 |
-11,970 |
|
| Pine Valley Investments Ltd Liability Co |
33 |
- |
2024-03-31 |
319,692 |
$8,624,000 |
18,732 |
|
| Cetera Investment Advisers |
337 |
- |
2023-12-31 |
275,330 |
$6,938,000 |
12,082 |
|
| US BANCORP |
510 |
- |
2024-03-31 |
248,661 |
$6,699,000 |
9,973 |
|
| CASTLE WEALTH MANAGEMENT LLC |
5 |
- |
2024-03-31 |
214,575 |
$5,789,000 |
4,872 |
|
| U.S. Capital Wealth Advisors LLC |
127 |
*New |
2024-03-31 |
186,747 |
$5,031,000 |
186,747 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2118 |
- |
2023-12-31 |
140,478 |
$3,540,000 |
21,839 |
|
| LPL FINANCIAL CORP |
2094 |
- |
2024-03-31 |
121,296 |
$3,268,000 |
19,963 |
|
| FIFTH THIRD BANCORP |
410 |
- |
2024-03-31 |
101,500 |
$2,734,000 |
0 |
|
| J P MORGAN CHASE & CO |
2816 |
- |
2024-03-31 |
97,261 |
$2,620,000 |
16,223 |
|
| Scissortail Wealth Management LLC |
35 |
*New |
2023-12-31 |
74,400 |
$1,891,000 |
74,400 |
|
| STIFEL FINANCIAL CORP |
1925 |
- |
2023-12-31 |
54,553 |
$1,375,000 |
18,128 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2116 |
- |
2024-03-31 |
33,286 |
$897,000 |
3,050 |
|
| Wealthcare Advisory Partners LLC |
400 |
- |
2024-03-31 |
32,432 |
$874,000 |
14,099 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1845 |
- |
2024-03-31 |
30,774 |
$829,000 |
1,165 |
|
| Advisor Group Holdings Inc. |
2713 |
- |
2024-03-31 |
23,978 |
$646,000 |
-4,568 |
|
| ORBA Wealth Advisors L.L.C. |
47 |
- |
2024-03-31 |
22,250 |
$599,000 |
-395 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3095 |
- |
2024-03-31 |
12,940 |
$349,000 |
9 |
|
| SeaCrest Wealth Management LLC |
446 |
- |
2024-03-31 |
10,928 |
$294,000 |
-46 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
862 |
- |
2024-03-31 |
8,479 |
$228,000 |
-875 |
|
| Ronald Blue Trust Inc. |
468 |
- |
2024-03-31 |
8,180 |
$220,000 |
2,082 |
|
| FINANCIAL NETWORK |
2507 |
*New |
2023-12-31 |
8,245 |
$208,000 |
8,245 |
|
| BLAIR WILLIAM & CO/IL |
1448 |
- |
2024-03-31 |
5,574 |
$150,000 |
-5,000 |
|
| MCF Advisors LLC |
283 |
- |
2024-03-31 |
4,000 |
$108,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
712 |
- |
2024-03-31 |
1,979 |
$53,000 |
11 |
|
| COMERICA BANK |
2716 |
- |
2023-12-31 |
1,900 |
$48,000 |
1,252 |
|
| UBS Group AG |
6068 |
*New |
2023-12-31 |
403 |
$10,000 |
403 |
|
| WELLS FARGO & CO/MN |
5248 |
*New |
2024-03-31 |
223 |
$6,000 |
223 |
|
| Impact Partnership Wealth LLC |
755 |
*New |
2023-12-31 |
39 |
$1,000 |
39 |
|
| PROEQUITIES INC. |
3528 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Arkadios Wealth Advisors |
743 |
*Closed |
2024-03-31 |
0 |
$0 |
-66,746 |
|
|
35 Records found
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1
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