|
Institutional
Holders
Total
Institutions:
|
46 4 |
|
Total
shares held :
|
1,337,721 |
|
% of shares
held :
|
1.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-200,584 |
|
% of shares
held change :
|
-0.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.08 |
|
Last
Quarter's Ending
Price :
|
$48.81 |
|
Last
Quarter's Average
Price :
|
$48.10 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.79 (7.88%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
IAG Wealth Partners LLC |
10 |
- |
2024-03-31 |
285,556 |
$14,543,000 |
31,031 |
|
Morton Capital Management LLC/CA |
9 |
- |
2024-03-31 |
181,862 |
$9,262,000 |
39,448 |
|
CULTIVAR CAPITAL INC. |
6 |
- |
2024-03-31 |
135,255 |
$6,889,000 |
4,106 |
|
LPL FINANCIAL CORP |
2281 |
- |
2024-03-31 |
50,529 |
$2,573,000 |
-7,878 |
|
Baird Financial Group Inc. |
908 |
- |
2024-03-31 |
45,442 |
$2,314,000 |
20,288 |
|
WELLS FARGO & CO/MN |
2667 |
- |
2024-03-31 |
33,828 |
$1,723,000 |
1,528 |
|
CITADEL ADVISORS LLC |
2922 |
*New |
2024-03-31 |
22,809 |
$1,162,000 |
22,809 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2527 |
- |
2024-03-31 |
20,138 |
$1,026,000 |
12,688 |
|
MORGAN STANLEY |
4820 |
- |
2024-03-31 |
18,441 |
$939,000 |
-36,256 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
34 |
- |
2024-03-31 |
16,203 |
$825,000 |
-1,400 |
|
OLD MISSION CAPITAL LLC |
442 |
- |
2024-03-31 |
15,687 |
$799,000 |
15,687 |
|
UBS Group AG |
3877 |
- |
2024-03-31 |
12,728 |
$648,000 |
-11,053 |
|
Adviser Investments LLC |
365 |
- |
2024-03-31 |
12,403 |
$632,000 |
0 |
|
Ropes Wealth Advisors LLC |
137 |
- |
2023-09-30 |
12,403 |
$609,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
417 |
- |
2023-12-31 |
12,198 |
$595,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2405 |
- |
2024-03-31 |
11,145 |
$568,000 |
-134 |
|
Focus Financial Network Inc. |
357 |
- |
2024-03-31 |
11,056 |
$560,000 |
0 |
|
Advisor Group Holdings Inc. |
2831 |
- |
2024-03-31 |
10,984 |
$559,000 |
-1,645 |
|
JANE STREET GROUP LLC |
3751 |
- |
2024-03-31 |
10,796 |
$550,000 |
10,796 |
|
BANK OF AMERICA CORP /DE/ |
4357 |
- |
2024-03-31 |
10,583 |
$539,000 |
1,975 |
|
DAVID R. RAHN & ASSOCIATES INC. |
51 |
- |
2024-03-31 |
10,041 |
$511,000 |
-191 |
|
HIGHTOWER ADVISORS, LLC |
2241 |
- |
2024-03-31 |
9,929 |
$506,000 |
607 |
|
ROYAL BANK OF CANADA |
3517 |
- |
2024-03-31 |
8,985 |
$458,000 |
72 |
|
HANSON MCCLAIN, INC. |
591 |
- |
2024-03-31 |
8,027 |
$409,000 |
0 |
|
PURE FINANCIAL ADVISORS, INC. |
223 |
- |
2024-03-31 |
7,806 |
$398,000 |
-47 |
|
Firestone Capital Management |
94 |
- |
2024-03-31 |
7,654 |
$390,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3560 |
- |
2024-03-31 |
7,477 |
$381,000 |
-142 |
|
Capital Wealth Alliance LLC |
71 |
- |
2024-03-31 |
6,767 |
$345,000 |
6,767 |
|
CREATIVE PLANNING |
2136 |
- |
2024-03-31 |
6,683 |
$340,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3176 |
- |
2024-03-31 |
6,274 |
$320,000 |
-310 |
|
MULTIFINANCIAL SECURITIES CORP |
1992 |
- |
2024-03-31 |
5,276 |
$269,000 |
874 |
|
ANCORA ADVISORS, LLC |
597 |
- |
2024-03-31 |
5,141 |
$262,000 |
0 |
|
Horizon Advisory Services Inc. |
37 |
- |
2024-03-31 |
4,826 |
$246,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3479 |
*New |
2024-03-31 |
4,601 |
$234,000 |
4,601 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1807 |
- |
2024-03-31 |
162,699 |
$163,000 |
132,783 |
|
Steward Partners Investment Advisory LLC |
1546 |
- |
2024-03-31 |
3,046 |
$155,000 |
2,821 |
|
Financial Advisory Service Inc. |
302 |
- |
2024-03-31 |
2,985 |
$152,000 |
-22,832 |
|
CITIGROUP INC |
3257 |
- |
2024-03-31 |
2,799 |
$143,000 |
-93 |
|
HARBOUR INVESTMENTS INC. |
1022 |
- |
2023-12-31 |
2,711 |
$132,000 |
-290 |
|
Atlantic Trust Group LLC |
1417 |
*New |
2024-03-31 |
1,858 |
$95,000 |
1,858 |
|
Spire Wealth Management |
1016 |
- |
2024-03-31 |
1,769 |
$90,000 |
-985 |
|
CAROLINAS WEALTH CONSULTING LLC |
321 |
*New |
2024-03-31 |
1,421 |
$72,000 |
1,421 |
|
Sachetta LLC |
243 |
- |
2024-03-31 |
1,085 |
$53,000 |
0 |
|
Jackson Hole Capital Partners LLC |
223 |
- |
2024-03-31 |
1,000 |
$51,000 |
0 |
|
Castleview Partners LLC |
418 |
- |
2024-03-31 |
570 |
$29,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2079 |
- |
2024-03-31 |
342 |
$17,000 |
0 |
|
Goss Wealth Management LLC |
2714 |
- |
2024-03-31 |
290 |
$15,000 |
0 |
|
NBC SECURITIES INC. |
1695 |
- |
2024-03-31 |
183 |
$9,000 |
0 |
|
FMR LLC |
4166 |
- |
2024-03-31 |
167 |
$9,000 |
-697 |
|
VAN ECK ASSOCIATES CORP |
1337 |
- |
2024-03-31 |
108 |
$6,000 |
91 |
|
JONES FINANCIAL COMPANIES LLLP |
1177 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
Independence Bank of Kentucky |
488 |
- |
2024-03-31 |
85 |
$4,000 |
0 |
|
Opal Wealth Advisors LLC |
287 |
*New |
2024-03-31 |
50 |
$3,000 |
50 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3083 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
Aveo Capital Partners LLC |
362 |
*Closed |
2024-03-31 |
0 |
$0 |
-111,393 |
|
PROEQUITIES INC. |
6946 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Beaumont Financial Advisors LLC |
369 |
*Closed |
2024-03-31 |
0 |
$0 |
-254,408 |
|
ORG Partners LLC |
908 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,676 |
|
GOLDMAN SACHS GROUP INC/ |
4908 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,466 |
|
|
59 Records found
|
1
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