|
Institutional
Holders
Total
Institutions:
|
170 20 |
|
Total
shares held :
|
6,687,363 |
|
% of shares
held :
|
15.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
5,614 |
|
% of shares
held change :
|
0.01% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.64 |
|
Last
Quarter's Ending
Price :
|
$84.64 |
|
Last
Quarter's Average
Price :
|
$77.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.28 (11.99%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
757 |
- |
2024-03-31 |
922,155 |
$82,256,000 |
296,832 |
|
Berkshire Money Management Inc. |
3 |
- |
2024-03-31 |
780,857 |
$69,652,000 |
18,298 |
|
ROYAL BANK OF CANADA |
753 |
- |
2024-03-31 |
497,795 |
$44,403,000 |
144,929 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
6 |
- |
2024-03-31 |
442,618 |
$39,482,000 |
0 |
|
UBS Group AG |
894 |
- |
2024-03-31 |
412,588 |
$36,803,000 |
232,180 |
|
BANK OF AMERICA CORP /DE/ |
1545 |
- |
2024-03-31 |
375,171 |
$33,465,000 |
58,903 |
|
WADDELL & ASSOCIATES LLC |
10 |
- |
2024-03-31 |
357,853 |
$31,920,000 |
2,980 |
|
Endurance Services Ltd |
5 |
- |
2024-03-31 |
347,500 |
$30,997,000 |
0 |
|
LPL FINANCIAL CORP |
826 |
- |
2024-03-31 |
288,473 |
$25,732,000 |
-26,817 |
|
MORGAN STANLEY |
2653 |
- |
2024-03-31 |
228,559 |
$20,388,000 |
-46,245 |
|
HIGHTOWER ADVISORS, LLC |
553 |
- |
2024-03-31 |
168,230 |
$15,007,000 |
3,257 |
|
Frisch Financial Group Inc. |
4 |
- |
2024-03-31 |
163,642 |
$14,597,000 |
117,036 |
|
Rothschild & Co Wealth Management UK Ltd |
16 |
- |
2024-03-31 |
159,757 |
$14,250,000 |
-571 |
|
Carr Financial Group Corp |
4 |
- |
2024-03-31 |
142,795 |
$12,737,000 |
639 |
|
ENVESTNET ASSET MANAGEMENT INC |
1393 |
- |
2024-03-31 |
138,465 |
$12,351,000 |
7,990 |
|
Ratio Wealth Group |
16 |
- |
2024-03-31 |
138,389 |
$12,344,000 |
8,198 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
496 |
- |
2024-03-31 |
99,861 |
$8,908,000 |
-2,426 |
|
Avestar Capital LLC |
36 |
- |
2024-03-31 |
72,410 |
$6,459,000 |
17,062 |
|
RAYMOND JAMES & ASSOCIATES |
1416 |
- |
2024-03-31 |
71,513 |
$6,379,000 |
-9,921 |
|
CREATIVE PLANNING |
561 |
- |
2024-03-31 |
64,856 |
$5,785,000 |
15,469 |
|
Morris Retirement Advisors LLC |
12 |
- |
2024-03-31 |
62,561 |
$5,580,000 |
4,190 |
|
BANK OF MONTREAL /CAN/ |
1030 |
- |
2024-03-31 |
59,501 |
$5,310,000 |
6,763 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
50 |
- |
2024-03-31 |
58,422 |
$5,211,000 |
2,709 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1141 |
- |
2024-03-31 |
57,841 |
$5,159,000 |
-9,406 |
|
AMERIPRISE FINANCIAL INC |
2313 |
- |
2024-03-31 |
54,887 |
$4,898,000 |
35,768 |
|
Oxinas Partners Wealth Management LLC |
6 |
- |
2024-03-31 |
53,865 |
$4,805,000 |
-2,473 |
|
CAP Partners LLC |
3 |
- |
2024-03-31 |
51,907 |
$4,630,000 |
-1,102 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1184 |
- |
2024-03-31 |
50,719 |
$4,524,000 |
18,793 |
|
Equitable Holdings Inc. |
290 |
- |
2024-03-31 |
44,329 |
$3,954,000 |
2,894 |
|
THEORY FINANCIAL LLC |
31 |
*New |
2024-03-31 |
42,957 |
$3,836,000 |
42,957 |
|
Advisor Group Holdings Inc. |
1263 |
- |
2024-03-31 |
40,213 |
$3,587,000 |
-4,086 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1104 |
*New |
2024-03-31 |
31,763 |
$2,833,000 |
31,763 |
|
SOL CAPITAL MANAGEMENT CO |
88 |
*New |
2024-03-31 |
31,147 |
$2,778,000 |
31,147 |
|
Ameritas Advisory Services LLC |
191 |
- |
2024-03-31 |
30,767 |
$2,735,000 |
30,767 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
707 |
- |
2024-03-31 |
30,436 |
$2,715,000 |
2,023 |
|
DAVIDSON D A & CO |
446 |
- |
2024-03-31 |
29,886 |
$2,666,000 |
24,408 |
|
Cetera Investment Advisers |
1374 |
*New |
2024-03-31 |
28,785 |
$2,568,000 |
28,785 |
|
BB&T CORP |
1158 |
- |
2024-03-31 |
28,299 |
$2,524,000 |
9,686 |
|
Wambolt & Associates LLC |
45 |
- |
2024-03-31 |
27,512 |
$2,449,000 |
-4,385 |
|
Shoker Investment Counsel Inc. |
36 |
*New |
2024-03-31 |
26,468 |
$2,356,000 |
26,468 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
104 |
- |
2024-03-31 |
25,458 |
$2,271,000 |
1,769 |
|
RENAISSANCE TECHNOLOGIES LLC |
1950 |
- |
2024-03-31 |
25,439 |
$2,269,000 |
7,339 |
|
Lakeview Capital Partners LLC |
69 |
- |
2024-03-31 |
24,706 |
$2,204,000 |
3,221 |
|
JANE STREET GROUP LLC |
2168 |
*New |
2024-03-31 |
24,190 |
$2,158,000 |
24,190 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1766 |
- |
2024-03-31 |
22,392 |
$1,997,000 |
-15,524 |
|
MULTIFINANCIAL SECURITIES CORP |
835 |
- |
2024-03-31 |
21,726 |
$1,938,000 |
-1,738 |
|
Sigma Planning Corp |
321 |
- |
2024-03-31 |
21,726 |
$1,938,000 |
13,937 |
|
BECK CAPITAL MANAGEMENT LLC |
68 |
- |
2024-03-31 |
20,508 |
$1,829,000 |
1,502 |
|
Integrated Wealth Concepts LLC |
554 |
- |
2024-03-31 |
20,102 |
$1,793,000 |
6,303 |
|
AE Wealth Management LLC |
517 |
- |
2024-03-31 |
19,998 |
$1,784,000 |
-11,285 |
|
Cascade Wealth Advisors Inc |
20 |
- |
2024-03-31 |
20,608 |
$1,775,000 |
0 |
|
Gateway Wealth Partners LLC |
42 |
*New |
2024-03-31 |
19,113 |
$1,705,000 |
19,113 |
|
Coury Firm Asset Management LLC |
9 |
*New |
2023-09-30 |
22,150 |
$1,656,000 |
22,150 |
|
JANNEY MONTGOMERY SCOTT LLC |
1240 |
- |
2024-03-31 |
18,376 |
$1,639,000 |
-552 |
|
Private Advisor Group LLC |
927 |
- |
2024-03-31 |
17,606 |
$1,570,000 |
5,198 |
|
HB Wealth Management LLC |
287 |
- |
2024-03-31 |
17,510 |
$1,562,000 |
-3,799 |
|
Fiduciary Alliance LLC |
79 |
*New |
2024-03-31 |
17,020 |
$1,515,000 |
17,020 |
|
WHITE PINE INVESTMENT CO |
47 |
- |
2024-03-31 |
16,186 |
$1,444,000 |
535 |
|
WARNER FINANCIAL INC |
32 |
- |
2024-03-31 |
15,642 |
$1,395,000 |
2,442 |
|
Kestra Advisory Services LLC |
1037 |
- |
2024-03-31 |
15,498 |
$1,382,000 |
3 |
|
Beacon Pointe Advisors LLC |
608 |
- |
2024-03-31 |
14,410 |
$1,285,000 |
0 |
|
Rockefeller Capital Management L.P. |
1178 |
- |
2024-03-31 |
13,965 |
$1,246,000 |
496 |
|
Curtis Advisory Group LLC |
40 |
- |
2024-03-31 |
13,827 |
$1,233,000 |
239 |
|
COMERICA BANK |
1469 |
- |
2024-03-31 |
12,868 |
$1,148,000 |
316 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
76 |
- |
2024-03-31 |
12,511 |
$1,116,000 |
2,659 |
|
Presidio Capital Management LLC |
17 |
- |
2024-03-31 |
12,476 |
$1,113,000 |
-243,012 |
|
Wealthcare Advisory Partners LLC |
350 |
- |
2024-03-31 |
11,500 |
$1,026,000 |
415 |
|
Archford Capital Strategies LLC |
126 |
- |
2024-03-31 |
11,425 |
$1,019,000 |
2 |
|
H D Vest Advisory Services |
734 |
- |
2024-03-31 |
11,396 |
$1,017,000 |
906 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
60 |
- |
2024-03-31 |
11,290 |
$1,007,000 |
-1,462 |
|
Qube Research & Technologies Ltd |
1821 |
- |
2024-03-31 |
11,237 |
$1,002,000 |
8,332 |
|
Orion Portfolio Solutions LLC |
977 |
- |
2024-03-31 |
11,209 |
$1,000,000 |
146 |
|
CITADEL ADVISORS LLC |
3088 |
- |
2024-03-31 |
11,046 |
$985,000 |
-12,502 |
|
9258 Wealth Management LLC |
128 |
*New |
2024-03-31 |
10,710 |
$955,000 |
10,710 |
|
Mystic Asset Management Inc. |
78 |
- |
2024-03-31 |
10,230 |
$913,000 |
140 |
|
Laurel Wealth Advisors Inc. |
239 |
- |
2022-12-31 |
13,933 |
$889,000 |
270 |
|
MARINER WEALTH ADVISORS, LLC |
1604 |
- |
2024-03-31 |
9,759 |
$871,000 |
0 |
|
Capital Market Strategies LLC |
36 |
- |
2024-03-31 |
9,372 |
$836,000 |
-786 |
|
DANA INVESTMENT ADVISORS INC |
392 |
- |
2024-03-31 |
9,286 |
$828,000 |
-470 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1058 |
- |
2023-09-30 |
10,801 |
$808,000 |
7,702 |
|
REGAL INVESTMENT ADVISORS, LLC |
278 |
- |
2024-03-31 |
9,021 |
$805,000 |
34 |
|
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
629 |
- |
2024-03-31 |
9,000 |
$803,000 |
0 |
|
Imprint Wealth LLC |
108 |
*New |
2024-03-31 |
9,003 |
$801,000 |
9,003 |
|
Baird Financial Group Inc. |
1231 |
*New |
2024-03-31 |
8,801 |
$785,000 |
8,801 |
|
FULTON BANK, N.A. |
267 |
*New |
2024-03-31 |
8,380 |
$747,000 |
8,380 |
|
Mutual Advisors LLC |
576 |
- |
2024-03-31 |
8,198 |
$731,000 |
-9,064 |
|
Stratos Wealth Advisors LLC |
396 |
- |
2024-03-31 |
7,753 |
$692,000 |
0 |
|
Astoria Portfolio Advisors LLC. |
65 |
- |
2024-03-31 |
8,049 |
$683,000 |
1,636 |
|
SeaCrest Wealth Management LLC |
254 |
- |
2024-03-31 |
7,532 |
$672,000 |
-599 |
|
Tradition Wealth Management LLC |
181 |
- |
2024-03-31 |
7,473 |
$667,000 |
1,610 |
|
GTS SECURITIES LLC |
677 |
*New |
2024-03-31 |
7,388 |
$659,000 |
7,388 |
|
Smartleaf Asset Management LLC |
151 |
- |
2024-03-31 |
7,547 |
$641,000 |
1,021 |
|
Clear Creek Financial Management LLC |
210 |
- |
2024-03-31 |
7,167 |
$639,000 |
22 |
|
Gladstone Institutional Advisory LLC |
371 |
- |
2024-03-31 |
7,033 |
$627,000 |
658 |
|
WELCH & FORBES LLC |
265 |
*New |
2024-03-31 |
6,975 |
$622,000 |
6,975 |
|
Focus Financial Network Inc. |
341 |
- |
2024-03-31 |
7,227 |
$604,000 |
0 |
|
RFP Financial Group LLC |
54 |
- |
2024-03-31 |
6,758 |
$603,000 |
8 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
425 |
- |
2023-12-31 |
6,900 |
$584,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
774 |
*New |
2024-03-31 |
6,240 |
$557,000 |
6,240 |
|
Retirement Planning Co of New England Inc. |
102 |
- |
2024-03-31 |
6,210 |
$554,000 |
896 |
|
|
100 Records found
|
1
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