|
Institutional
Holders
Total
Institutions:
|
90 2 |
|
Total
shares held :
|
9,618,184 |
|
% of shares
held :
|
44.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-25,337 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.72 |
|
Last
Quarter's Ending
Price :
|
$58.81 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.54 (17.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GRIMES & COMPANY INC |
6 |
- |
2024-03-31 |
1,710,875 |
$110,796,000 |
9,320 |
|
LPL FINANCIAL CORP |
452 |
- |
2024-03-31 |
1,015,524 |
$65,765,000 |
-27,901 |
|
AMERIPRISE FINANCIAL INC |
728 |
- |
2024-03-31 |
917,585 |
$59,395,000 |
58,206 |
|
WELLS FARGO & CO/MN |
686 |
- |
2024-03-31 |
821,806 |
$53,220,000 |
-21,429 |
|
ENVESTNET ASSET MANAGEMENT INC |
712 |
- |
2024-03-31 |
685,100 |
$44,367,000 |
526,461 |
|
MORGAN STANLEY |
1974 |
- |
2024-03-31 |
606,574 |
$39,282,000 |
11,888 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
366 |
- |
2024-03-31 |
472,350 |
$30,589,000 |
1,049 |
|
BANK OF AMERICA CORP /DE/ |
1723 |
- |
2024-03-31 |
403,243 |
$26,114,000 |
-16,946 |
|
Sanchez Wealth Management Group |
2 |
- |
2024-03-31 |
400,780 |
$25,955,000 |
7,306 |
|
HILL ISLAND FINANCIAL LLC |
6 |
- |
2024-03-31 |
355,339 |
$23,012,000 |
-14,030 |
|
IAM Advisory LLC |
4 |
- |
2024-03-31 |
339,581 |
$21,991,000 |
-6,219 |
|
UBS Group AG |
1182 |
- |
2024-03-31 |
316,450 |
$20,493,000 |
-9,508 |
|
Kestra Advisory Services LLC |
197 |
- |
2024-03-31 |
243,017 |
$15,738,000 |
20,251 |
|
H D Vest Advisory Services |
138 |
- |
2024-03-31 |
197,729 |
$12,805,000 |
14,186 |
|
Foundry Financial Group Inc. |
3 |
- |
2024-03-31 |
139,042 |
$9,004,000 |
11,913 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
531 |
- |
2024-03-31 |
124,092 |
$8,036,000 |
-3,199 |
|
Cooper Financial Group |
17 |
- |
2024-03-31 |
110,117 |
$7,131,000 |
1,109 |
|
Goodman Advisory Group LLC |
12 |
- |
2024-03-31 |
95,021 |
$6,154,000 |
-5,333 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
520 |
- |
2024-03-31 |
93,335 |
$6,044,000 |
1,519 |
|
MERCER GLOBAL ADVISORS INC /ADV |
486 |
- |
2024-03-31 |
69,092 |
$4,474,000 |
-2,603 |
|
Private Advisor Group LLC |
533 |
- |
2024-03-31 |
62,419 |
$4,042,000 |
-4,127 |
|
Capital Investment Advisory Services LLC |
60 |
- |
2024-03-31 |
54,978 |
$3,560,000 |
99 |
|
Schneider Downs Wealth Management Advisors LP |
23 |
- |
2024-03-31 |
50,673 |
$3,282,000 |
5,646 |
|
Advisor Group Holdings Inc. |
1428 |
- |
2024-03-31 |
44,423 |
$2,877,000 |
-86,151 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
116 |
- |
2024-03-31 |
42,968 |
$2,783,000 |
570 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1460 |
- |
2024-03-31 |
42,812 |
$2,773,000 |
-5,762 |
|
Rockefeller Capital Management L.P. |
891 |
- |
2024-03-31 |
40,449 |
$2,620,000 |
-881 |
|
ERn Financial LLC |
52 |
- |
2024-03-31 |
39,567 |
$2,562,000 |
-1,406 |
|
FCA CORP /TX |
52 |
- |
2024-03-31 |
34,626 |
$2,242,000 |
1,276 |
|
SigFig Wealth Management LLC |
84 |
- |
2024-03-31 |
26,968 |
$1,746,000 |
3,669 |
|
COLUMBIA ADVISORY PARTNERS LLC |
11 |
- |
2024-03-31 |
26,099 |
$1,690,000 |
-1,131 |
|
Rossmore Private Capital |
89 |
- |
2024-03-31 |
25,750 |
$1,668,000 |
0 |
|
ATRIA INVESTMENTS LLC |
669 |
- |
2023-12-31 |
28,058 |
$1,650,000 |
6,441 |
|
Moloney Securities Asset Management LLC |
107 |
- |
2024-03-31 |
23,961 |
$1,552,000 |
-239 |
|
Goss Wealth Management LLC |
797 |
- |
2024-03-31 |
23,022 |
$1,491,000 |
20,624 |
|
Amplius Wealth Advisors LLC |
59 |
- |
2024-03-31 |
22,744 |
$1,473,000 |
-364 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
151 |
- |
2024-03-31 |
21,409 |
$1,381,000 |
21,409 |
|
Venture Visionary Partners LLC |
240 |
- |
2024-03-31 |
19,709 |
$1,276,000 |
-325 |
|
Orion Portfolio Solutions LLC |
888 |
- |
2024-03-31 |
18,982 |
$1,229,000 |
-11,336 |
|
JOURNEY STRATEGIC WEALTH LLC |
66 |
- |
2024-03-31 |
18,872 |
$1,222,000 |
-175 |
|
Perennial Investment Advisors LLC |
95 |
- |
2024-03-31 |
18,599 |
$1,204,000 |
-1,302 |
|
Arkadios Wealth Advisors |
206 |
- |
2024-03-31 |
18,578 |
$1,203,000 |
-573 |
|
CHILTON CAPITAL MANAGEMENT LLC |
117 |
- |
2024-03-31 |
18,122 |
$1,174,000 |
-821 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
168 |
- |
2024-03-31 |
15,575 |
$1,009,000 |
-192 |
|
TNF LLC |
32 |
- |
2024-03-31 |
15,891 |
$991,000 |
1,656 |
|
GOLDMAN SACHS GROUP INC/ |
3621 |
- |
2024-03-31 |
14,146 |
$916,000 |
2,561 |
|
CLS INVESTMENT FIRM LLC |
764 |
- |
2022-12-31 |
18,513 |
$912,000 |
-1,028 |
|
OPPENHEIMER & CO INC |
790 |
- |
2024-03-31 |
13,316 |
$862,000 |
158 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
266 |
- |
2024-03-31 |
11,930 |
$773,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2793 |
- |
2024-03-31 |
11,085 |
$718,000 |
-205 |
|
MARINER WEALTH ADVISORS, LLC |
1834 |
- |
2024-03-31 |
9,961 |
$645,000 |
923 |
|
Fernwood Investment Management LLC |
109 |
- |
2024-03-31 |
9,284 |
$601,000 |
0 |
|
Beirne Wealth Consulting Services LLC |
57 |
- |
2024-03-31 |
8,205 |
$531,000 |
189 |
|
Equitable Holdings Inc. |
797 |
- |
2024-03-31 |
7,789 |
$504,000 |
-285 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2169 |
- |
2024-03-31 |
7,637 |
$495,000 |
257 |
|
Kathmere Capital Management LLC |
176 |
- |
2024-03-31 |
7,213 |
$467,000 |
0 |
|
Aspire Wealth Management Corp |
59 |
- |
2024-03-31 |
7,114 |
$461,000 |
-204 |
|
ROYAL BANK OF CANADA |
3519 |
- |
2024-03-31 |
7,060 |
$457,000 |
2,212 |
|
RAYMOND JAMES TRUST CO |
769 |
- |
2024-03-31 |
6,867 |
$445,000 |
0 |
|
Tyler-Stone Wealth Management |
107 |
- |
2024-03-31 |
6,485 |
$420,000 |
-181 |
|
IHT Wealth Management LLC |
699 |
- |
2024-03-31 |
6,326 |
$410,000 |
-1,105 |
|
OneAscent Wealth Management LLC |
92 |
- |
2024-03-31 |
6,271 |
$406,000 |
-278 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3709 |
- |
2024-03-31 |
6,146 |
$398,000 |
-9,154 |
|
Sageworth Trust Co of South Dakota |
39 |
- |
2024-03-31 |
6,147 |
$398,000 |
0 |
|
Streettalk Advisors LLC |
300 |
- |
2024-03-31 |
6,132 |
$397,000 |
-329 |
|
FINANCIAL NETWORK |
2096 |
- |
2024-03-31 |
5,945 |
$385,000 |
523 |
|
PARK AVENUE SECURITIES LLC |
1078 |
- |
2024-03-31 |
5,765 |
$373,000 |
0 |
|
Avant Capital LLC |
41 |
- |
2023-09-30 |
6,866 |
$364,000 |
-25 |
|
TOWER RESEARCH CAPITAL LLC |
1055 |
- |
2024-03-31 |
5,575 |
$361,000 |
5,575 |
|
Dynamic Advisors Solutions LLC |
696 |
- |
2024-03-31 |
5,561 |
$360,000 |
-345 |
|
J P MORGAN CHASE & CO |
3938 |
- |
2024-03-31 |
5,304 |
$343,000 |
-53 |
|
Kraft Davis & Associates LLC |
96 |
- |
2024-03-31 |
5,200 |
$333,000 |
0 |
|
Cetera Investment Advisers |
1412 |
- |
2024-03-31 |
5,017 |
$325,000 |
-2,114 |
|
Beacon Financial Advisory LLC |
172 |
- |
2024-03-31 |
4,983 |
$323,000 |
0 |
|
Capital Advisors Ltd. LLC |
226 |
- |
2024-03-31 |
4,482 |
$290,000 |
0 |
|
Simplicity WealthLLC |
948 |
- |
2024-03-31 |
4,249 |
$275,000 |
27 |
|
Mayflower Financial Advisors LLC |
329 |
- |
2024-03-31 |
3,412 |
$221,000 |
0 |
|
PRIVATE TRUST CO NA |
699 |
*New |
2024-03-31 |
2,640 |
$171,000 |
2,640 |
|
FMR LLC |
3033 |
- |
2024-03-31 |
1,930 |
$125,000 |
21 |
|
EMFO LLC |
121 |
- |
2024-03-31 |
1,645 |
$107,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
582 |
*New |
2024-03-31 |
1,614 |
$105,000 |
1,614 |
|
Tidemark LLC |
182 |
- |
2024-03-31 |
1,320 |
$85,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1537 |
- |
2024-03-31 |
1,207 |
$78,000 |
0 |
|
BELLEVUE ASSET MANAGEMENT LLC |
124 |
- |
2024-03-31 |
983 |
$64,000 |
0 |
|
Sunbelt Securities Inc. |
873 |
*New |
2024-03-31 |
720 |
$47,000 |
720 |
|
HARBOUR INVESTMENTS INC. |
1668 |
- |
2023-12-31 |
521 |
$31,000 |
0 |
|
CWM LLC |
2652 |
- |
2024-03-31 |
426 |
$28,000 |
-724 |
|
WETZEL INVESTMENT ADVISORS INC. |
382 |
- |
2024-03-31 |
298 |
$18,000 |
0 |
|
COMERICA BANK |
3095 |
- |
2024-03-31 |
206 |
$13,000 |
-8 |
|
Coastal Investment Advisors Inc. |
678 |
- |
2024-03-31 |
191 |
$12,000 |
191 |
|
ARMSTRONG ADVISORY GROUP INC |
576 |
- |
2024-03-31 |
161 |
$9,000 |
0 |
|
Westside Investment Management Inc. |
633 |
- |
2024-03-31 |
104 |
$7,000 |
0 |
|
Global Retirement Partners LLC |
2350 |
- |
2024-03-31 |
75 |
$5,000 |
0 |
|
BESSEMER GROUP INC |
2049 |
*Closed |
2024-03-31 |
0 |
$0 |
-180 |
|
Smartleaf Asset Management LLC |
1689 |
- |
2024-03-31 |
0 |
$0 |
-155 |
|
Ten Capital Wealth Advisors LLC |
343 |
*Closed |
2023-06-30 |
0 |
$0 |
-959 |
|
PROEQUITIES INC. |
7937 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Octavia Wealth Advisors LLC |
226 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,062 |
|
James J. Burns & Company LLC |
112 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,143 |
|
Ford Financial Group Inc. |
119 |
*Closed |
2023-03-31 |
0 |
$0 |
-30,111 |
|
|
100 Records found
|
1
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