|
Institutional
Holders
Total
Institutions:
|
65 6 |
|
Total
shares held :
|
2,444,313 |
|
% of shares
held :
|
27.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
Amount
of shares held :
|
557,393 |
|
% of shares
held change :
|
6.19% |
|
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 |
MORGAN STANLEY |
3241 |
- |
2023-12-31 |
155,091 |
$10,791,000 |
12,986 |
|
ROYAL BANK OF CANADA |
1433 |
- |
2023-12-31 |
148,249 |
$10,315,000 |
34,384 |
|
BANK OF AMERICA CORP /DE/ |
2539 |
- |
2023-12-31 |
117,422 |
$8,170,000 |
41,263 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
959 |
- |
2024-03-31 |
96,682 |
$6,960,000 |
14,350 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
589 |
- |
2024-03-31 |
96,468 |
$6,945,000 |
141 |
|
Advisor Group Holdings Inc. |
963 |
- |
2024-03-31 |
76,955 |
$5,546,000 |
1,663 |
|
WealthPlan Investment Management LLC |
51 |
- |
2023-12-31 |
73,917 |
$5,143,000 |
3,936 |
|
Feltz Wealth PLAN Inc. |
62 |
- |
2024-03-31 |
67,743 |
$4,877,000 |
8,967 |
|
RAYMOND JAMES & ASSOCIATES |
1836 |
- |
2024-03-31 |
46,122 |
$3,320,000 |
4,982 |
|
TOTH FINANCIAL ADVISORY CORP |
89 |
- |
2024-03-31 |
37,203 |
$2,678,000 |
6,703 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
664 |
- |
2023-09-30 |
41,638 |
$2,587,000 |
2,756 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
69 |
- |
2024-03-31 |
34,436 |
$2,479,000 |
135 |
|
Mendel Capital Management LLC |
|
- |
2023-12-31 |
34,409 |
$2,394,000 |
2,510 |
|
FINANCIAL NETWORK |
1216 |
- |
2023-12-31 |
18,496 |
$1,287,000 |
2,879 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1170 |
- |
2024-03-31 |
15,926 |
$1,147,000 |
2,055 |
|
Geneos Wealth Management Inc. |
364 |
- |
2024-03-31 |
12,799 |
$921,000 |
1,859 |
|
JANNEY MONTGOMERY SCOTT LLC |
1573 |
- |
2024-03-31 |
12,320 |
$887,000 |
472 |
|
CFS Investment Advisory Services LLC |
91 |
- |
2023-12-31 |
10,080 |
$701,000 |
397 |
|
GOLDMAN SACHS GROUP INC/ |
3682 |
- |
2023-12-31 |
9,901 |
$689,000 |
9,901 |
|
PERSONAL CFO SOLUTIONS LLC |
174 |
- |
2023-12-31 |
9,768 |
$680,000 |
869 |
|
BB&T CORP |
1778 |
- |
2023-12-31 |
9,633 |
$670,000 |
4,449 |
|
MWA Asset Management |
69 |
- |
2024-03-31 |
8,739 |
$629,000 |
60 |
|
NARWHAL CAPITAL MANAGEMENT |
120 |
- |
2024-03-31 |
8,500 |
$612,000 |
4 |
|
Coston McIsaac & Partners |
62 |
- |
2024-03-31 |
8,096 |
$582,000 |
4,984 |
|
Birchcreek Wealth Management LLC |
77 |
- |
2024-03-31 |
7,664 |
$552,000 |
384 |
|
Goss Wealth Management LLC |
1328 |
- |
2023-12-31 |
6,422 |
$447,000 |
722 |
|
Golden State Equity Partners |
248 |
- |
2023-12-31 |
5,000 |
$348,000 |
250 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
625 |
- |
2024-03-31 |
3,676 |
$265,000 |
10 |
|
Integrated Wealth Concepts LLC |
1318 |
- |
2023-12-31 |
3,712 |
$258,000 |
329 |
|
DEARBORN PARTNERS LLC |
233 |
- |
2024-03-31 |
3,533 |
$254,000 |
310 |
|
FMR LLC |
2872 |
- |
2023-12-31 |
2,292 |
$160,000 |
1,989 |
|
Steward Partners Investment Advisory LLC |
1806 |
- |
2023-12-31 |
1,064 |
$74,000 |
686 |
|
ICA Group Wealth Management LLC |
608 |
- |
2023-12-31 |
462 |
$32,000 |
462 |
|
US BANCORP |
3277 |
- |
2024-03-31 |
142 |
$10,000 |
103 |
|
PRIVATE TRUST CO NA |
1859 |
- |
2024-03-31 |
80 |
$6,000 |
43 |
|
|
35 Records found
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1
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