| |
Institutional
Holders
Total
Institutions:
 |
36  1 |
|
|
Total
shares held :
|
1,448,283 |
|
|
% of shares
held :
|
16.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
|
Amount
of shares held :
|
-180,951 |
|
|
% of shares
held change :
|
-2.01% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.95 |
|
|
Last
Quarter's Ending
Price :
|
$36.68 |
|
|
Last
Quarter's Average
Price :
|
$34.85 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.10 (3.15%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WCG Wealth Advisors LLC |
44 |
- |
2024-03-31 |
224,017 |
$8,218,000 |
9,052 |
|
| PFG Investments LLC |
36 |
- |
2024-03-31 |
219,284 |
$8,044,000 |
219,284 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1131 |
- |
2024-03-31 |
136,741 |
$5,016,000 |
-45,607 |
|
| Colorado Capital Management Inc. |
18 |
- |
2024-03-31 |
91,677 |
$3,363,000 |
964 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1748 |
- |
2024-03-31 |
56,109 |
$2,058,000 |
-12,002 |
|
| LPL FINANCIAL CORP |
2652 |
- |
2024-03-31 |
45,960 |
$1,686,000 |
-25,674 |
|
| IMPACTfolio LLC |
16 |
- |
2024-03-31 |
43,214 |
$1,585,000 |
-436,830 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2711 |
- |
2024-03-31 |
42,811 |
$1,570,000 |
10,292 |
|
| Private Advisor Group LLC |
1081 |
- |
2024-03-31 |
32,134 |
$1,179,000 |
-143 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1610 |
- |
2024-03-31 |
31,896 |
$1,170,000 |
-4,729 |
|
| SEEDS INVESTOR LLC |
15 |
- |
2024-03-31 |
28,280 |
$1,037,000 |
9,272 |
|
| Advisor Group Holdings Inc. |
2478 |
- |
2024-03-31 |
23,377 |
$858,000 |
2,502 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2944 |
- |
2024-03-31 |
19,717 |
$723,000 |
4,451 |
|
| CITADEL ADVISORS LLC |
3469 |
- |
2024-03-31 |
17,650 |
$647,000 |
5,503 |
|
| HIGHTOWER ADVISORS, LLC |
2195 |
- |
2024-03-31 |
14,578 |
$536,000 |
-2,209 |
|
| FINANCIAL ARCHITECTS INC |
201 |
- |
2023-06-30 |
17,112 |
$535,000 |
-1,887 |
|
| ETFIDEA LLC |
70 |
- |
2024-03-31 |
13,807 |
$506,000 |
-548 |
|
| PROEQUITIES INC. |
468 |
- |
2024-03-31 |
12,046 |
$442,000 |
75 |
|
| First Affirmative Financial Network |
98 |
- |
2024-03-31 |
11,718 |
$430,000 |
-88 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1374 |
- |
2024-03-31 |
11,311 |
$415,000 |
3 |
|
| ROYAL BANK OF CANADA |
3601 |
- |
2024-03-31 |
11,070 |
$406,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1161 |
- |
2023-09-30 |
13,145 |
$389,000 |
-28 |
|
| JANE STREET GROUP LLC |
4133 |
*New |
2024-03-31 |
10,472 |
$384,000 |
10,472 |
|
| CREATIVE PLANNING |
2089 |
*New |
2024-03-31 |
9,746 |
$358,000 |
9,746 |
|
| MONEYWISE INC. |
47 |
- |
2024-03-31 |
9,766 |
$358,000 |
-5,758 |
|
| WETHERBY ASSET MANAGEMENT INC |
683 |
- |
2024-03-31 |
9,594 |
$352,000 |
0 |
|
| Arjuna Capital |
88 |
- |
2024-03-31 |
9,258 |
$340,000 |
-8,099 |
|
| TOWER RESEARCH CAPITAL LLC |
1193 |
- |
2024-03-31 |
7,805 |
$286,000 |
-9,067 |
|
| DENVER WEALTH MANAGEMENT INC. |
70 |
- |
2024-03-31 |
7,241 |
$266,000 |
-425 |
|
| Stone Asset Management Inc. |
32 |
- |
2023-03-31 |
8,337 |
$241,000 |
-17,300 |
|
| Clarius Group LLC |
442 |
*New |
2024-03-31 |
5,726 |
$210,000 |
5,726 |
|
| Pathstone Holdings LLC |
2133 |
*New |
2024-03-31 |
5,500 |
$202,000 |
5,500 |
|
| Householder Group Estate & Retirement Specialist L |
316 |
- |
2024-03-31 |
3,314 |
$122,000 |
7 |
|
| Steward Partners Investment Advisory LLC |
1893 |
- |
2024-03-31 |
2,031 |
$75,000 |
0 |
|
| MORGAN STANLEY |
5880 |
- |
2024-03-31 |
2,001 |
$73,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
389 |
- |
2022-12-31 |
2,323 |
$63,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2936 |
- |
2024-03-31 |
1,518 |
$56,000 |
-8,240 |
|
| CWM LLC |
2370 |
- |
2024-03-31 |
1,172 |
$43,000 |
0 |
|
| Northwest Capital Management Inc |
233 |
- |
2024-03-31 |
1,172 |
$43,000 |
0 |
|
| FMR LLC |
3864 |
- |
2024-03-31 |
512 |
$19,000 |
1 |
|
| Concord Wealth Partners |
502 |
- |
2024-03-31 |
500 |
$18,000 |
500 |
|
| HARBOUR INVESTMENTS INC. |
2628 |
- |
2023-12-31 |
69 |
$2,000 |
0 |
|
| WELLS FARGO & CO/MN |
6455 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
| WEDBUSH MORGAN SECURITIES INC |
1266 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,543 |
|
| Orion Portfolio Solutions LLC |
1732 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,169 |
|
| UBS Group AG |
8219 |
- |
2024-03-31 |
3 |
$0 |
3 |
|
| ORG Partners LLC |
915 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,459 |
|
| GTS SECURITIES LLC |
1452 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,256 |
|
|
48 Records found
|
1
|
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