|
Institutional
Holders
Total
Institutions:
|
209 3 |
|
Total
shares held :
|
15,882,040 |
|
% of shares
held :
|
69.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-475,271 |
|
% of shares
held change :
|
-2.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.68 |
|
Last
Quarter's Ending
Price :
|
$31.76 |
|
Last
Quarter's Average
Price :
|
$29.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.30 (11.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
718 |
- |
2024-03-31 |
998,536 |
$32,432,000 |
-99,350 |
|
ENVESTNET ASSET MANAGEMENT INC |
983 |
- |
2024-03-31 |
769,220 |
$24,984,000 |
16,052 |
|
BANK OF AMERICA CORP /DE/ |
1848 |
- |
2024-03-31 |
684,058 |
$22,218,000 |
2,522 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
222 |
- |
2024-03-31 |
577,013 |
$18,741,000 |
-63,616 |
|
Cetera Investment Advisers |
453 |
- |
2024-03-31 |
502,317 |
$16,315,000 |
484,512 |
|
BRYN MAWR TRUST CO/PA |
42 |
- |
2024-03-31 |
480,337 |
$15,601,000 |
199,300 |
|
FINANCIAL NETWORK |
279 |
- |
2024-03-31 |
469,300 |
$15,243,000 |
1,391 |
|
COMMERCE BANK N A/MO |
159 |
- |
2024-03-31 |
459,876 |
$14,937,000 |
24,280 |
|
N.E.W. Advisory Services LLC |
16 |
- |
2024-03-31 |
431,358 |
$14,011,000 |
-11,891 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
21 |
- |
2023-12-31 |
420,275 |
$13,348,000 |
13,519 |
|
CREATIVE PLANNING |
345 |
- |
2024-03-31 |
401,426 |
$13,038,000 |
-23,682 |
|
Advisor Group Holdings Inc. |
592 |
- |
2024-03-31 |
371,919 |
$12,080,000 |
239,279 |
|
TIAA FSB |
159 |
- |
2023-06-30 |
379,216 |
$11,570,000 |
-4,458 |
|
WELLS FARGO & CO/MN |
1464 |
- |
2024-03-31 |
339,942 |
$11,041,000 |
51,628 |
|
TIAA TRUST NATIONAL ASSOCIATION |
179 |
- |
2024-03-31 |
333,072 |
$10,818,000 |
2,169 |
|
Corrigan Financial Inc. |
11 |
- |
2024-03-31 |
301,594 |
$9,796,000 |
-4,592 |
|
CULLEN FROST BANKERS INC |
154 |
- |
2024-03-31 |
296,113 |
$9,618,000 |
-63,640 |
|
MORGAN STANLEY |
3342 |
- |
2024-03-31 |
291,680 |
$9,474,000 |
1,065 |
|
Envestnet Portfolio Solutions Inc. |
257 |
- |
2024-03-31 |
272,018 |
$8,835,000 |
50,944 |
|
PNC FINANCIAL SERVICES GROUP INC |
567 |
- |
2024-03-31 |
221,590 |
$7,197,000 |
-3,029 |
|
ARGI INVESTMENT SERVICES, LLC |
72 |
- |
2022-12-31 |
212,993 |
$6,264,000 |
47,421 |
|
HPM Partners LLC |
595 |
- |
2024-03-31 |
189,199 |
$6,145,000 |
-296,675 |
|
CX Institutional |
90 |
- |
2024-03-31 |
177,420 |
$5,763,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
182 |
- |
2024-03-31 |
173,617 |
$5,639,000 |
11,391 |
|
Equitable Holdings Inc. |
224 |
- |
2024-03-31 |
165,216 |
$5,366,000 |
13,973 |
|
TOWNSQUARE CAPITAL LLC |
282 |
- |
2024-03-31 |
139,116 |
$4,518,000 |
26,708 |
|
UBS Group AG |
2304 |
- |
2024-03-31 |
134,148 |
$4,357,000 |
-1,717 |
|
RTD Financial Advisors Inc. |
39 |
- |
2024-03-31 |
133,239 |
$4,328,000 |
-284 |
|
CarsonAllaria Wealth Management Ltd. |
11 |
- |
2024-03-31 |
131,291 |
$4,264,000 |
5,079 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
833 |
- |
2024-03-31 |
131,004 |
$4,255,000 |
15,239 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1309 |
- |
2024-03-31 |
123,545 |
$4,013,000 |
2,378 |
|
Annapolis Financial Services LLC |
27 |
- |
2024-03-31 |
120,470 |
$3,913,000 |
0 |
|
Tobias Financial Advisors Inc. |
25 |
- |
2024-03-31 |
116,547 |
$3,785,000 |
-916 |
|
MCCORMACK ADVISORS INTERNATIONAL |
281 |
- |
2024-03-31 |
105,874 |
$3,439,000 |
-3,041 |
|
SAVANT CAPITAL MANAGEMENT INC |
235 |
- |
2024-03-31 |
104,868 |
$3,406,000 |
-1,962 |
|
BIP Wealth LLC |
48 |
- |
2024-03-31 |
94,264 |
$3,062,000 |
1,880 |
|
Walkner Condon Financial Advisors LLC |
44 |
- |
2024-03-31 |
93,396 |
$3,034,000 |
13,511 |
|
Eagle Bluffs Wealth Management LLC |
15 |
- |
2024-03-31 |
92,916 |
$3,018,000 |
1,877 |
|
PURE FINANCIAL ADVISORS, INC. |
93 |
- |
2024-03-31 |
92,707 |
$3,011,000 |
-598 |
|
OLD MISSION CAPITAL LLC |
175 |
- |
2024-03-31 |
88,155 |
$2,863,000 |
88,155 |
|
Aspire Private Capital LLC |
34 |
- |
2024-03-31 |
80,049 |
$2,600,000 |
-9,495 |
|
McAdam LLC |
75 |
- |
2024-03-31 |
78,028 |
$2,534,000 |
-3,075 |
|
Trilogy Capital Inc. |
122 |
- |
2024-03-31 |
77,809 |
$2,527,000 |
19,544 |
|
GeoWealth Management LLC |
162 |
- |
2024-03-31 |
68,450 |
$2,223,000 |
-6,532 |
|
Wealthcare Advisory Partners LLC |
233 |
- |
2024-03-31 |
61,219 |
$1,988,000 |
-1,143 |
|
Goss Wealth Management LLC |
698 |
- |
2024-03-31 |
59,636 |
$1,937,000 |
11,130 |
|
Empowered Funds LLC |
631 |
*New |
2024-03-31 |
59,578 |
$1,935,000 |
59,578 |
|
BALLENTINE FINN & COMPANY INC |
161 |
- |
2024-03-31 |
57,154 |
$1,856,000 |
0 |
|
IHT Wealth Management LLC |
288 |
- |
2024-03-31 |
53,534 |
$1,739,000 |
-1,045 |
|
Global Retirement Partners LLC |
251 |
- |
2024-03-31 |
53,274 |
$1,730,000 |
11,308 |
|
Arete Wealth Advisors LLC |
154 |
- |
2024-03-31 |
49,882 |
$1,620,000 |
4,846 |
|
MISSION WEALTH MANAGEMENT LLC |
204 |
- |
2024-03-31 |
48,094 |
$1,562,000 |
5,758 |
|
LEE MUNDER CAPITAL GROUP, LLC |
157 |
- |
2024-03-31 |
45,300 |
$1,471,000 |
0 |
|
Krasney Financial LLC |
135 |
- |
2024-03-31 |
42,879 |
$1,393,000 |
1,584 |
|
ACCREDITED INVESTORS INC. |
78 |
- |
2024-03-31 |
42,127 |
$1,368,000 |
-427 |
|
Hibernia Wealth Partners LLC |
19 |
- |
2024-03-31 |
40,326 |
$1,310,000 |
-22,235 |
|
VALMARK ADVISERS INC |
225 |
- |
2024-03-31 |
38,867 |
$1,262,000 |
310 |
|
HARBOUR INVESTMENTS INC. |
310 |
- |
2023-12-31 |
39,611 |
$1,258,000 |
1,014 |
|
HIGHTOWER ADVISORS, LLC |
1679 |
- |
2024-03-31 |
37,009 |
$1,203,000 |
-46,930 |
|
Probity Advisors Inc. |
67 |
- |
2024-03-31 |
36,534 |
$1,187,000 |
1,086 |
|
RFG Advisory Group LLC |
323 |
- |
2024-03-31 |
35,602 |
$1,156,000 |
-1,422 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
957 |
- |
2024-03-31 |
35,495 |
$1,153,000 |
-656 |
|
BANK OF MONTREAL /CAN/ |
1617 |
- |
2024-03-31 |
35,221 |
$1,146,000 |
-701 |
|
Baird Financial Group Inc. |
1123 |
- |
2024-03-31 |
34,961 |
$1,136,000 |
-955 |
|
Upper Left Wealth Management LLC |
27 |
- |
2024-03-31 |
34,949 |
$1,135,000 |
-684 |
|
Mill Creek Capital Advisors LLC |
96 |
- |
2024-03-31 |
34,792 |
$1,130,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1186 |
- |
2024-03-31 |
34,115 |
$1,108,000 |
-7,739 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1992 |
- |
2024-03-31 |
33,649 |
$1,093,000 |
-10,506 |
|
ALESCO ADVISORS LLC |
86 |
- |
2024-03-31 |
33,632 |
$1,092,000 |
-25 |
|
SMITH MOORE & CO. |
166 |
- |
2024-03-31 |
32,993 |
$1,072,000 |
-735 |
|
MATHER GROUP, INC. |
215 |
- |
2024-03-31 |
33,576 |
$1,066,000 |
-437 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
331 |
- |
2024-03-31 |
32,454 |
$1,054,000 |
-188 |
|
Simplicity WealthLLC |
526 |
*New |
2024-03-31 |
29,826 |
$969,000 |
29,826 |
|
WEIL COMPANY INC |
61 |
- |
2024-03-31 |
28,377 |
$922,000 |
1,081 |
|
AE Wealth Management LLC |
669 |
- |
2024-03-31 |
27,476 |
$892,000 |
-131,165 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
140 |
- |
2024-03-31 |
27,094 |
$880,000 |
382 |
|
Spire Wealth Management |
409 |
- |
2024-03-31 |
26,064 |
$847,000 |
2,970 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1045 |
- |
2024-03-31 |
25,311 |
$822,000 |
-6,145 |
|
Orion Portfolio Solutions LLC |
1085 |
- |
2024-03-31 |
24,290 |
$789,000 |
-8,299 |
|
EFFICIENT ADVISORS, LLC |
50 |
- |
2024-03-31 |
24,195 |
$786,000 |
-1,446 |
|
NORTHERN TRUST CORP |
3405 |
- |
2024-03-31 |
23,850 |
$775,000 |
0 |
|
WSFS CAPITAL MANAGEMENT LLC |
241 |
*New |
2024-03-31 |
23,816 |
$774,000 |
23,816 |
|
MARINER WEALTH ADVISORS, LLC |
1692 |
- |
2024-03-31 |
23,814 |
$773,000 |
23,814 |
|
Sawtooth Asset Management Inc. |
524 |
- |
2023-12-31 |
24,107 |
$766,000 |
1,987 |
|
Cassaday & Co Wealth Management LLC |
135 |
- |
2024-03-31 |
23,168 |
$752,000 |
0 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
384 |
- |
2024-03-31 |
23,072 |
$749,000 |
558 |
|
Raleigh Capital Management Inc. |
96 |
- |
2024-03-31 |
22,754 |
$739,000 |
-1,686 |
|
One Capital Management LLC |
197 |
- |
2024-03-31 |
22,525 |
$732,000 |
-110 |
|
RICHARDSON FINANCIAL SERVICES INC. |
52 |
- |
2024-03-31 |
22,358 |
$726,000 |
-1,370 |
|
Resource Planning Group |
42 |
- |
2023-12-31 |
22,852 |
$723,000 |
-2,541 |
|
AXXCESS WEALTH MANAGEMENT LLC |
445 |
- |
2024-03-31 |
22,236 |
$722,000 |
5,880 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
69 |
- |
2024-03-31 |
22,108 |
$718,000 |
-257 |
|
Larson Financial Group LLC |
193 |
- |
2024-03-31 |
21,955 |
$713,000 |
-971 |
|
Austin Wealth Management LLC |
65 |
- |
2024-03-31 |
21,732 |
$704,000 |
-856 |
|
BANK OF NEW YORK MELLON CORP |
3307 |
- |
2024-03-31 |
21,492 |
$698,000 |
1,570 |
|
Private Ocean LLC |
77 |
- |
2024-03-31 |
21,475 |
$697,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
989 |
- |
2024-03-31 |
21,422 |
$696,000 |
182 |
|
PITCAIRN CO |
340 |
- |
2024-03-31 |
20,833 |
$677,000 |
20,833 |
|
FMR LLC |
2474 |
- |
2024-03-31 |
20,430 |
$664,000 |
486 |
|
Austin Private Wealth LLC |
95 |
- |
2024-03-31 |
20,328 |
$656,000 |
4,061 |
|
|
100 Records found
|
1
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