|
Institutional
Holders
Total
Institutions:
|
120 13 |
|
Total
shares held :
|
16,698,266 |
|
% of shares
held :
|
18.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-7,553,887 |
|
% of shares
held change :
|
-8.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.97 |
|
Last
Quarter's Ending
Price :
|
$25.76 |
|
Last
Quarter's Average
Price :
|
$27.76 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.88 (6.77%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
844 |
- |
2024-03-31 |
3,712,389 |
$106,471,000 |
3,410,762 |
|
Miracle Mile Advisors LLC |
18 |
- |
2024-03-31 |
2,225,703 |
$63,833,000 |
-25,323 |
|
ENVESTNET ASSET MANAGEMENT INC |
660 |
- |
2024-03-31 |
1,785,341 |
$51,204,000 |
1,287,966 |
|
Naviter Wealth LLC |
1 |
- |
2024-03-31 |
1,514,886 |
$43,447,000 |
1,252,680 |
|
CWM LLC |
129 |
- |
2024-03-31 |
1,209,502 |
$34,689,000 |
170,297 |
|
Goldstein Advisors LLC |
6 |
- |
2024-03-31 |
967,622 |
$27,751,000 |
87,360 |
|
Cardinal Point Capital Management ULC |
6 |
- |
2024-03-31 |
935,980 |
$26,844,000 |
446,290 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
270 |
- |
2024-03-31 |
915,889 |
$26,268,000 |
3,250 |
|
VALMARK ADVISERS INC |
41 |
- |
2024-03-31 |
810,420 |
$23,243,000 |
32,703 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
12 |
- |
2024-03-31 |
777,024 |
$22,285,000 |
-10,595 |
|
SUMMIT WEALTH & RETIREMENT PLANNING INC. |
5 |
- |
2024-03-31 |
618,956 |
$17,752,000 |
294,550 |
|
MORGAN STANLEY |
2938 |
- |
2024-03-31 |
537,604 |
$15,419,000 |
-36,313 |
|
Family Investment Center Inc. |
7 |
- |
2024-03-31 |
512,931 |
$14,711,000 |
503,741 |
|
Resources Investment Advisors Inc. |
106 |
- |
2024-03-31 |
437,198 |
$12,539,000 |
-24,217 |
|
Frontier Asset Management LLC |
7 |
- |
2024-03-31 |
428,539 |
$12,290,000 |
278,119 |
|
Advisor Group Holdings Inc. |
723 |
- |
2024-03-31 |
325,480 |
$9,335,000 |
-94,641 |
|
SAVANT CAPITAL MANAGEMENT INC |
136 |
- |
2024-03-31 |
298,561 |
$8,563,000 |
62,532 |
|
LPL FINANCIAL CORP |
1432 |
- |
2024-03-31 |
296,228 |
$8,496,000 |
57,006 |
|
ALM First Financial Advisors LLC |
12 |
- |
2024-03-31 |
270,000 |
$7,744,000 |
0 |
|
Fortress Wealth Group LLC |
9 |
- |
2024-03-31 |
239,305 |
$7,083,000 |
5,157 |
|
Austin Wealth Management LLC |
20 |
- |
2024-03-31 |
225,227 |
$6,687,000 |
32,132 |
|
Empire Financial Management Company LLC |
6 |
- |
2024-03-31 |
218,250 |
$6,259,000 |
10,291 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1040 |
- |
2024-03-31 |
215,106 |
$6,169,000 |
15,301 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
645 |
- |
2024-03-31 |
212,054 |
$6,082,000 |
-6,013 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1089 |
- |
2024-03-31 |
186,587 |
$5,351,000 |
-49,196 |
|
Retirement Network |
22 |
- |
2024-03-31 |
184,763 |
$5,299,000 |
-9,723 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
344 |
*New |
2024-03-31 |
168,003 |
$4,818,000 |
168,003 |
|
Sound Financial Strategies Group LLC |
4 |
- |
2024-03-31 |
167,379 |
$4,800,000 |
11 |
|
Avestar Capital LLC |
42 |
*New |
2024-03-31 |
166,524 |
$4,776,000 |
166,524 |
|
Cetera Investment Advisers |
1051 |
- |
2024-03-31 |
152,623 |
$4,377,000 |
103,652 |
|
Professional Financial Advisors LLC |
13 |
- |
2024-03-31 |
143,225 |
$4,108,000 |
33,376 |
|
Innova Wealth Partners |
16 |
- |
2024-03-31 |
136,228 |
$3,907,000 |
93,666 |
|
VERITION FUND MANAGEGMENT LLC |
551 |
*New |
2024-03-31 |
130,000 |
$3,728,000 |
130,000 |
|
CSS LLC/IL |
18 |
- |
2024-03-31 |
128,864 |
$3,696,000 |
-5,000 |
|
Cambria Investment Management L.P. |
120 |
- |
2024-03-31 |
121,906 |
$3,496,000 |
-26,866 |
|
Equitable Holdings Inc. |
336 |
- |
2024-03-31 |
107,888 |
$3,094,000 |
10,295 |
|
CoreCap Advisors LLC |
112 |
- |
2023-12-31 |
111,661 |
$2,876,000 |
-64,643 |
|
FINANCIAL NETWORK |
904 |
- |
2024-03-31 |
90,629 |
$2,599,000 |
-96,774 |
|
HIGHTOWER ADVISORS, LLC |
1300 |
- |
2024-03-31 |
87,999 |
$2,522,000 |
3,283 |
|
E&G Advisors LP |
25 |
- |
2024-03-31 |
85,587 |
$2,455,000 |
-275 |
|
CAPTRUST FINANCIAL ADVISORS |
724 |
- |
2024-03-31 |
84,612 |
$2,427,000 |
23,674 |
|
Fermata Advisors LLC |
44 |
- |
2024-03-31 |
84,070 |
$2,411,000 |
-26,864 |
|
Private Advisor Group LLC |
766 |
- |
2024-03-31 |
75,548 |
$2,167,000 |
24,457 |
|
Sowell Financial Services LLC |
225 |
- |
2024-03-31 |
73,206 |
$2,100,000 |
-33,483 |
|
MML INVESTORS SERVICES LLC |
1075 |
- |
2024-03-31 |
64,277 |
$1,843,000 |
-5,303 |
|
Midwest Financial Group LLC |
24 |
- |
2024-03-31 |
62,826 |
$1,802,000 |
1,798 |
|
QUANTITATIVE ADVANTAGE LLC |
70 |
- |
2023-03-31 |
67,438 |
$1,774,000 |
2,076 |
|
Trajan Wealth LLC |
106 |
- |
2024-03-31 |
61,287 |
$1,758,000 |
0 |
|
Rockefeller Capital Management L.P. |
1063 |
- |
2024-03-31 |
60,830 |
$1,745,000 |
-5,519 |
|
IFP Advisors Inc |
268 |
- |
2023-12-31 |
66,403 |
$1,711,000 |
-1,944 |
|
Dynamic Advisors Solutions LLC |
332 |
- |
2024-03-31 |
58,469 |
$1,677,000 |
4,488 |
|
MARINER WEALTH ADVISORS, LLC |
1266 |
- |
2024-03-31 |
51,174 |
$1,468,000 |
-7 |
|
RHS Financial LLC |
28 |
- |
2024-03-31 |
49,957 |
$1,433,000 |
4,489 |
|
STERNECK CAPITAL MANAGEMENT, LLC |
31 |
- |
2024-03-31 |
47,420 |
$1,360,000 |
-285 |
|
Claraphi Advisory Network LLC |
55 |
- |
2022-12-31 |
45,556 |
$1,326,000 |
30,282 |
|
MCCORMACK ADVISORS INTERNATIONAL |
449 |
*New |
2024-03-31 |
45,116 |
$1,294,000 |
45,116 |
|
Perigon Wealth Management LLC |
331 |
- |
2024-03-31 |
42,531 |
$1,220,000 |
943 |
|
WEDBUSH MORGAN SECURITIES INC |
339 |
- |
2024-03-31 |
39,616 |
$1,136,000 |
25,352 |
|
LWS Wealth Advisors Inc. |
31 |
- |
2023-12-31 |
42,206 |
$1,087,000 |
2,789 |
|
Twelve Points Wealth Management LLC |
63 |
- |
2024-03-31 |
37,678 |
$1,081,000 |
-6,667 |
|
Farther Finance Advisors LLC |
241 |
*New |
2024-03-31 |
36,502 |
$1,057,000 |
36,502 |
|
GeoWealth Management LLC |
284 |
- |
2024-03-31 |
35,916 |
$1,030,000 |
33,091 |
|
Canal Capital Management LLC |
77 |
- |
2024-03-31 |
33,862 |
$971,000 |
-61,308 |
|
Virtue Capital Management LLC |
116 |
- |
2024-03-31 |
30,805 |
$912,000 |
30,805 |
|
GOFEN & GLOSSBERG LLC /IL/ |
251 |
- |
2022-12-31 |
30,963 |
$901,000 |
5,902 |
|
NATIONAL BANK OF CANADA /FI/ |
1008 |
- |
2024-03-31 |
31,179 |
$854,000 |
5,224 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1312 |
- |
2024-03-31 |
29,096 |
$834,000 |
-17,589 |
|
STIFEL FINANCIAL CORP |
2298 |
- |
2024-03-31 |
28,939 |
$830,000 |
1,982 |
|
Visionary Wealth Advisors |
255 |
- |
2024-03-31 |
28,205 |
$809,000 |
4,610 |
|
ADVISORY SERVICES NETWORK, LLC |
788 |
- |
2024-03-31 |
26,803 |
$769,000 |
-2,350 |
|
LAKE STREET FINANCIAL LLC |
180 |
- |
2024-03-31 |
25,543 |
$733,000 |
693 |
|
ANCORA ADVISORS, LLC |
425 |
- |
2024-03-31 |
25,463 |
$730,000 |
0 |
|
BCJ Capital Management LLC |
189 |
- |
2024-03-31 |
25,416 |
$729,000 |
25,416 |
|
Ausdal Financial Partners Inc. |
213 |
- |
2024-03-31 |
25,036 |
$718,000 |
2,300 |
|
TriaGen Wealth Management LLC |
75 |
*New |
2024-03-31 |
24,962 |
$716,000 |
24,962 |
|
NWAM LLC |
272 |
*New |
2024-03-31 |
24,048 |
$705,000 |
24,048 |
|
Orion Portfolio Solutions LLC |
1133 |
- |
2024-03-31 |
24,500 |
$703,000 |
7,728 |
|
Arete Wealth Advisors LLC |
262 |
- |
2024-03-31 |
23,958 |
$687,000 |
16,049 |
|
Cedar Brook Financial Partners LLC |
165 |
- |
2024-03-31 |
23,885 |
$685,000 |
-34,287 |
|
JJJ Advisors Inc. |
71 |
- |
2024-03-31 |
23,089 |
$662,000 |
4,226 |
|
J2 Capital Management Inc |
25 |
- |
2023-09-30 |
21,871 |
$632,000 |
-1,544 |
|
Verum Partners LLC |
69 |
- |
2024-03-31 |
21,660 |
$621,000 |
-1,246 |
|
Creekmur Asset Management LLC |
59 |
- |
2024-03-31 |
21,449 |
$615,000 |
-40,564 |
|
Laurel Wealth Advisors Inc. |
319 |
*New |
2022-12-31 |
20,754 |
$604,000 |
20,754 |
|
RETIREMENT FINANCIAL SOLUTIONS LLC |
27 |
- |
2024-03-31 |
21,015 |
$603,000 |
-3,141 |
|
Strategic Blueprint LLC |
345 |
- |
2024-03-31 |
20,656 |
$592,000 |
20,656 |
|
Gallagher Fiduciary Advisors LLC |
98 |
- |
2024-03-31 |
20,573 |
$590,000 |
287 |
|
MULTIFINANCIAL SECURITIES CORP |
1499 |
- |
2024-03-31 |
20,370 |
$584,000 |
11,023 |
|
CREATIVE PLANNING |
1736 |
- |
2024-03-31 |
20,219 |
$580,000 |
10,214 |
|
Financial Advocates Investment Management |
431 |
- |
2024-03-31 |
19,336 |
$555,000 |
-7,243 |
|
Ethos Financial Group LLC |
129 |
- |
2024-03-31 |
18,851 |
$539,000 |
-3,578 |
|
Integrated Advisors Network LLC |
453 |
- |
2024-03-31 |
17,682 |
$507,000 |
5,805 |
|
Retirement Group LLC |
71 |
- |
2024-03-31 |
17,600 |
$505,000 |
-3,000 |
|
AQR CAPITAL MANAGEMENT LLC |
1957 |
- |
2024-03-31 |
17,490 |
$502,000 |
5,327 |
|
Worth Asset Management LLC |
68 |
- |
2024-03-31 |
17,067 |
$489,000 |
17,067 |
|
Trilogy Capital Inc. |
208 |
- |
2024-03-31 |
15,398 |
$442,000 |
-18,111 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
33 |
*New |
2024-03-31 |
14,638 |
$420,000 |
14,638 |
|
HHM Wealth Advisors LLC |
91 |
- |
2024-03-31 |
13,262 |
$380,000 |
13,262 |
|
F3Logic LLC |
127 |
*New |
2022-12-31 |
11,888 |
$346,000 |
11,888 |
|
Gallagher Benefit Services Inc. |
127 |
- |
2022-12-31 |
11,888 |
$346,000 |
0 |
|
|
100 Records found
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1
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