|
Institutional
Holders
Total
Institutions:
|
159 13 |
|
Total
shares held :
|
9,176,070 |
|
% of shares
held :
|
41.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-900,971 |
|
% of shares
held change :
|
-4.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.13 |
|
Last
Quarter's Ending
Price :
|
$47.58 |
|
Last
Quarter's Average
Price :
|
$45.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.33 (5.08%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
595 |
- |
2024-03-31 |
2,176,118 |
$103,540,000 |
9,592 |
|
Lido Advisors LLC |
27 |
- |
2024-03-31 |
1,173,822 |
$55,850,000 |
154,234 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
487 |
- |
2024-03-31 |
428,568 |
$20,391,000 |
-69,268 |
|
ENVESTNET ASSET MANAGEMENT INC |
1158 |
- |
2024-03-31 |
389,558 |
$18,535,000 |
-8,989 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
110 |
- |
2024-03-31 |
330,427 |
$15,689,000 |
-442,345 |
|
LPL FINANCIAL CORP |
1238 |
- |
2024-03-31 |
242,358 |
$11,531,000 |
-2,358 |
|
Advisor Group Holdings Inc. |
656 |
- |
2024-03-31 |
221,941 |
$10,576,000 |
-244,133 |
|
Kestra Advisory Services LLC |
301 |
- |
2024-03-31 |
217,364 |
$10,342,000 |
36,823 |
|
GOLDMAN SACHS GROUP INC/ |
2058 |
- |
2024-03-31 |
203,700 |
$9,692,000 |
61,609 |
|
Connectus Wealth LLC |
99 |
- |
2024-03-31 |
157,660 |
$7,510,000 |
157,660 |
|
Compass Financial Group INC/SD |
11 |
- |
2024-03-31 |
132,041 |
$6,283,000 |
12,398 |
|
Laurel Wealth Advisors Inc. |
50 |
- |
2022-12-31 |
110,703 |
$4,961,000 |
-5,364 |
|
Financial Perspectives Inc |
14 |
- |
2024-03-31 |
104,050 |
$4,951,000 |
4,133 |
|
MORGAN STANLEY |
3847 |
- |
2024-03-31 |
101,493 |
$4,829,000 |
4,571 |
|
Full Sail Capital LLC |
58 |
- |
2024-03-31 |
101,098 |
$4,810,000 |
-1,767 |
|
LINCOLN NATIONAL CORP |
166 |
- |
2024-03-31 |
98,482 |
$4,686,000 |
10,824 |
|
Goss Wealth Management LLC |
405 |
- |
2024-03-31 |
96,994 |
$4,615,000 |
11,676 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
804 |
- |
2024-03-31 |
95,172 |
$4,528,000 |
-23,083 |
|
J P MORGAN CHASE & CO |
2510 |
- |
2024-03-31 |
94,196 |
$4,482,000 |
-11,818 |
|
AE Wealth Management LLC |
317 |
- |
2024-03-31 |
92,578 |
$4,405,000 |
-24,990 |
|
Cetera Investment Advisers |
1136 |
- |
2024-03-31 |
79,147 |
$3,766,000 |
39,768 |
|
ATLAS CAPITAL ADVISORS LLC |
42 |
- |
2024-03-31 |
76,693 |
$3,649,000 |
12,672 |
|
AGF MANAGEMENT LTD |
302 |
- |
2024-03-31 |
70,617 |
$3,360,000 |
-52,487 |
|
Marotta Asset Management |
36 |
- |
2024-03-31 |
69,063 |
$3,286,000 |
15,081 |
|
AMERIPRISE FINANCIAL INC |
2549 |
- |
2024-03-31 |
68,162 |
$3,248,000 |
36,295 |
|
ADVISORY SERVICES NETWORK, LLC |
329 |
- |
2024-03-31 |
65,882 |
$3,135,000 |
-35,081 |
|
J.W. COLE ADVISORS INC. |
160 |
- |
2024-03-31 |
56,785 |
$2,702,000 |
15,500 |
|
UBS Group AG |
2744 |
- |
2024-03-31 |
54,269 |
$2,582,000 |
284 |
|
Rockefeller Capital Management L.P. |
897 |
- |
2024-03-31 |
54,273 |
$2,582,000 |
-13,349 |
|
STIFEL FINANCIAL CORP |
1583 |
- |
2024-03-31 |
50,633 |
$2,409,000 |
684 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1705 |
- |
2024-03-31 |
43,924 |
$2,090,000 |
43,924 |
|
Atria Wealth Solutions Inc. |
622 |
- |
2024-03-31 |
43,600 |
$2,074,000 |
-6,171 |
|
BANK OF AMERICA CORP /DE/ |
3601 |
- |
2024-03-31 |
43,548 |
$2,072,000 |
-14,004 |
|
PRUDENTIAL FINANCIAL INC |
1457 |
- |
2024-03-31 |
41,288 |
$1,964,000 |
1,081 |
|
Walker Financial Services Inc. |
12 |
- |
2024-03-31 |
36,423 |
$1,733,000 |
-12,853 |
|
Sigma Planning Corp |
344 |
- |
2024-03-31 |
35,972 |
$1,712,000 |
13,960 |
|
WEALTH BUILDERS |
76 |
- |
2024-03-31 |
35,634 |
$1,695,000 |
-46,086 |
|
FMR LLC |
2212 |
- |
2024-03-31 |
35,404 |
$1,685,000 |
8,661 |
|
CLS INVESTMENT FIRM LLC |
541 |
- |
2022-12-31 |
37,480 |
$1,679,000 |
-876 |
|
Steward Partners Investment Advisory LLC |
635 |
- |
2024-03-31 |
34,204 |
$1,627,000 |
-3,300 |
|
FINANCIAL NETWORK |
1141 |
- |
2024-03-31 |
33,693 |
$1,603,000 |
932 |
|
CITADEL ADVISORS LLC |
2630 |
- |
2024-03-31 |
32,610 |
$1,552,000 |
32,610 |
|
PRINCIPAL SECURITIES INC. |
335 |
- |
2024-03-31 |
32,271 |
$1,535,000 |
755 |
|
Beaumont Financial Advisors LLC |
103 |
- |
2024-03-31 |
31,687 |
$1,508,000 |
-3,925 |
|
WELLS FARGO & CO/MN |
2755 |
- |
2024-03-31 |
31,459 |
$1,497,000 |
-3,730 |
|
Capital Analysts Inc. |
202 |
- |
2024-03-31 |
30,835 |
$1,467,000 |
-245 |
|
Snowden Capital Advisors LLC |
411 |
- |
2024-03-31 |
28,771 |
$1,369,000 |
5,956 |
|
JANE STREET GROUP LLC |
2708 |
- |
2024-03-31 |
28,402 |
$1,351,000 |
18,989 |
|
Lifeworks Advisors LLC |
77 |
- |
2024-03-31 |
27,885 |
$1,327,000 |
654 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
43 |
- |
2024-03-31 |
27,055 |
$1,287,000 |
-106,973 |
|
ATLAS BROWNINC |
68 |
- |
2024-03-31 |
26,353 |
$1,254,000 |
-251 |
|
INDEPENDENT ORDER OF FORESTERS |
13 |
- |
2024-03-31 |
25,886 |
$1,232,000 |
-2,357 |
|
MACQUARIE GROUP LTD |
1277 |
- |
2024-03-31 |
25,886 |
$1,232,000 |
-2,357 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
508 |
- |
2024-03-31 |
25,027 |
$1,191,000 |
-809 |
|
Arkadios Wealth Advisors |
208 |
- |
2024-03-31 |
24,995 |
$1,189,000 |
-168 |
|
LYNCH & ASSOCIATES/IN |
71 |
- |
2024-03-31 |
24,377 |
$1,160,000 |
2,006 |
|
SMITH, SALLEY & ASSOCIATES |
120 |
- |
2024-03-31 |
23,981 |
$1,141,000 |
68 |
|
Yoder Wealth Management Inc. |
35 |
- |
2024-03-31 |
23,870 |
$1,136,000 |
1,944 |
|
FRG Family Wealth Advisors LLC |
70 |
- |
2024-03-31 |
23,200 |
$1,087,000 |
-1,100 |
|
Cedrus LLC |
32 |
- |
2024-03-31 |
22,097 |
$1,051,000 |
1,583 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
117 |
- |
2024-03-31 |
22,092 |
$1,051,000 |
-125 |
|
Fifth Third Securities Inc. |
164 |
- |
2024-03-31 |
19,987 |
$951,000 |
-5,409 |
|
BB&T CORP |
1629 |
- |
2024-03-31 |
19,306 |
$919,000 |
-9,640 |
|
Robertson Stephens Wealth Management LLC |
244 |
- |
2024-03-31 |
18,967 |
$902,000 |
-16 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
70 |
- |
2024-03-31 |
18,376 |
$874,000 |
-10,971 |
|
Private Advisor Group LLC |
1221 |
- |
2024-03-31 |
18,169 |
$864,000 |
6,027 |
|
Integrated Wealth Concepts LLC |
820 |
- |
2024-03-31 |
17,863 |
$850,000 |
1,400 |
|
Stonebridge Financial Planning Group LLC |
72 |
- |
2024-03-31 |
16,312 |
$776,000 |
-1,079 |
|
SWEENEY & MICHEL LLC |
55 |
- |
2024-03-31 |
15,629 |
$752,000 |
157 |
|
HIGHTOWER ADVISORS, LLC |
1960 |
- |
2024-03-31 |
15,577 |
$746,000 |
-176 |
|
Oakmont Partners LLC |
425 |
- |
2024-03-31 |
15,675 |
$746,000 |
-700 |
|
Curran Financial Partners LLC |
53 |
- |
2024-03-31 |
14,996 |
$713,000 |
-910 |
|
Envestnet Portfolio Solutions Inc. |
981 |
- |
2024-03-31 |
14,642 |
$697,000 |
125 |
|
Sunbelt Securities Inc. |
243 |
- |
2024-03-31 |
14,064 |
$669,000 |
-2,665 |
|
PACIFIC SUN FINANCIAL CORP |
81 |
- |
2024-03-31 |
13,578 |
$646,000 |
-100 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
674 |
- |
2024-03-31 |
13,459 |
$640,000 |
0 |
|
Brookstone Capital Management |
582 |
- |
2024-03-31 |
12,593 |
$599,000 |
-298 |
|
RFG Advisory Group LLC |
466 |
- |
2024-03-31 |
12,570 |
$598,000 |
-737 |
|
ROYAL BANK OF CANADA |
3375 |
- |
2024-03-31 |
12,004 |
$571,000 |
2,779 |
|
MARINER WEALTH ADVISORS, LLC |
1959 |
- |
2024-03-31 |
11,365 |
$541,000 |
-548 |
|
MML INVESTORS SERVICES LLC |
1757 |
- |
2024-03-31 |
11,066 |
$527,000 |
-7,290 |
|
TrueWealth Advisors LLC |
94 |
- |
2024-03-31 |
10,363 |
$493,000 |
-646 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
773 |
- |
2024-03-31 |
10,190 |
$485,000 |
1,852 |
|
Ameritas Advisory Services LLC |
571 |
- |
2024-03-31 |
9,892 |
$466,000 |
-3,268 |
|
Ariel Capital Advisors LLC |
102 |
- |
2024-03-31 |
9,750 |
$464,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
1004 |
- |
2024-03-31 |
9,468 |
$450,000 |
-383 |
|
Prairie Wealth Advisors Inc. |
93 |
- |
2024-03-31 |
9,254 |
$440,000 |
0 |
|
NBC SECURITIES INC. |
475 |
- |
2024-03-31 |
9,219 |
$438,000 |
-580 |
|
Pensionmark Financial Group LLC |
244 |
- |
2024-03-31 |
9,149 |
$435,000 |
671 |
|
Streettalk Advisors LLC |
290 |
- |
2024-03-31 |
8,760 |
$417,000 |
2,893 |
|
SOUTHERN CAPITAL ADVISORS LLC |
47 |
- |
2024-03-31 |
8,417 |
$400,000 |
-62,598 |
|
ROMAN BUTLER FULLERTON & CO |
149 |
- |
2024-03-31 |
8,422 |
$393,000 |
12 |
|
Independent Advisor Alliance |
512 |
- |
2024-03-31 |
8,175 |
$389,000 |
-28 |
|
Kingsview Wealth Management LLC |
738 |
- |
2024-03-31 |
7,866 |
$374,000 |
23 |
|
Soltis Investment Advisors LLC |
229 |
- |
2024-03-31 |
7,848 |
$373,000 |
-515 |
|
MULTIFINANCIAL SECURITIES CORP |
1812 |
- |
2024-03-31 |
7,554 |
$359,000 |
1,724 |
|
GSB Wealth Management LLC |
160 |
- |
2024-03-31 |
7,481 |
$356,000 |
0 |
|
Green Harvest Asset Management LLC |
152 |
- |
2024-03-31 |
7,478 |
$356,000 |
7,478 |
|
CI Private Wealth LLC |
1815 |
- |
2024-03-31 |
7,173 |
$341,000 |
0 |
|
Pathstone Holdings LLC |
1874 |
- |
2024-03-31 |
7,012 |
$334,000 |
591 |
|
|
100 Records found
|
1
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