|
Institutional
Holders
Total
Institutions:
|
56 2 |
|
Total
shares held :
|
1,222,641 |
|
% of shares
held :
|
38.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-75,284 |
|
% of shares
held change :
|
-2.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$89.91 |
|
Last
Quarter's Ending
Price :
|
$107.28 |
|
Last
Quarter's Average
Price :
|
$93.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.33 (11.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Systematic Alpha Investments LLC |
17 |
- |
2024-03-31 |
306,488 |
$32,951,000 |
0 |
|
LPL FINANCIAL CORP |
1195 |
- |
2024-03-31 |
113,695 |
$12,223,000 |
-3,610 |
|
Armbruster Capital Management Inc. |
15 |
- |
2024-03-31 |
85,505 |
$9,193,000 |
-2,547 |
|
AllSquare Wealth Management LLC |
4 |
- |
2024-03-31 |
74,742 |
$8,035,000 |
-429 |
|
UBS Group AG |
2066 |
- |
2024-03-31 |
52,876 |
$5,685,000 |
79 |
|
WELLS FARGO & CO/MN |
1947 |
- |
2024-03-31 |
47,306 |
$5,086,000 |
-2,529 |
|
Wealthcare Advisory Partners LLC |
106 |
- |
2024-03-31 |
46,558 |
$5,005,000 |
-1,901 |
|
IMCCHICAGO, LLC |
69 |
- |
2024-03-31 |
38,211 |
$4,108,000 |
38,211 |
|
THEORY FINANCIAL LLC |
20 |
- |
2024-03-31 |
37,976 |
$4,083,000 |
-1,893 |
|
BANK OF AMERICA CORP /DE/ |
3313 |
- |
2024-03-31 |
28,981 |
$3,116,000 |
-11,770 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
836 |
- |
2024-03-31 |
25,178 |
$2,707,000 |
-29,373 |
|
First Capital Advisors Group LLC. |
19 |
- |
2023-06-30 |
27,274 |
$2,551,000 |
1,323 |
|
MORGAN STANLEY |
4307 |
- |
2024-03-31 |
23,659 |
$2,544,000 |
-50,008 |
|
Merit Financial Group LLC |
239 |
- |
2024-03-31 |
23,363 |
$2,386,000 |
620 |
|
NTV ASSET MANAGEMENT LLC |
72 |
- |
2024-03-31 |
19,136 |
$2,057,000 |
-1,205 |
|
STIFEL FINANCIAL CORP |
1704 |
- |
2024-03-31 |
18,818 |
$2,023,000 |
-337 |
|
GTS SECURITIES LLC |
382 |
*New |
2024-03-31 |
15,647 |
$1,682,000 |
15,647 |
|
CAPTRUST FINANCIAL ADVISORS |
919 |
- |
2024-03-31 |
14,020 |
$1,507,000 |
-15 |
|
Twelve Points Wealth Management LLC |
45 |
- |
2024-03-31 |
13,584 |
$1,460,000 |
1,099 |
|
Buckingham Strategic Partners |
203 |
- |
2024-03-31 |
12,188 |
$1,310,000 |
4,626 |
|
ROYAL BANK OF CANADA |
2796 |
- |
2024-03-31 |
12,028 |
$1,293,000 |
-4 |
|
Advisor Group Holdings Inc. |
2099 |
- |
2024-03-31 |
11,728 |
$1,261,000 |
-11,055 |
|
Claraphi Advisory Network LLC |
75 |
*New |
2022-12-31 |
12,678 |
$1,121,000 |
12,678 |
|
CITADEL ADVISORS LLC |
3058 |
- |
2024-03-31 |
9,409 |
$1,012,000 |
9,409 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
516 |
- |
2024-03-31 |
8,777 |
$944,000 |
2,086 |
|
Lester Murray Antman dba SimplyRich |
84 |
- |
2024-03-31 |
8,686 |
$934,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2285 |
- |
2024-03-31 |
8,639 |
$929,000 |
323 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2692 |
- |
2024-03-31 |
8,380 |
$901,000 |
3,063 |
|
Cetera Investment Advisers |
2175 |
*New |
2024-03-31 |
8,072 |
$868,000 |
8,072 |
|
One + One Wealth Management LLC |
47 |
- |
2024-03-31 |
7,394 |
$795,000 |
0 |
|
Stratos Wealth Partners LTD. |
733 |
- |
2024-03-31 |
7,073 |
$760,000 |
-955 |
|
Ayalon Holdings Ltd. |
55 |
- |
2024-03-31 |
7,023 |
$755,000 |
0 |
|
SUMMIT FINANCIAL GROUP INC |
101 |
- |
2024-03-31 |
6,660 |
$716,000 |
-910 |
|
MULTIFINANCIAL SECURITIES CORP |
1357 |
- |
2024-03-31 |
6,663 |
$716,000 |
253 |
|
American Institute for Advanced Investment Managem |
52 |
- |
2024-03-31 |
6,522 |
$701,000 |
-79 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1998 |
- |
2024-03-31 |
6,357 |
$683,000 |
-14,978 |
|
MML INVESTORS SERVICES LLC |
1656 |
- |
2024-03-31 |
5,892 |
$633,000 |
-114 |
|
FLOW TRADERS U.S. LLC |
443 |
*New |
2024-03-31 |
4,770 |
$513,000 |
4,770 |
|
Global Retirement Partners LLC |
546 |
- |
2024-03-31 |
4,290 |
$461,000 |
52 |
|
IFP Advisors Inc |
606 |
- |
2023-12-31 |
4,033 |
$433,000 |
855 |
|
BB&T CORP |
2089 |
- |
2024-03-31 |
3,739 |
$402,000 |
-840 |
|
JANNEY MONTGOMERY SCOTT LLC |
2272 |
- |
2024-03-31 |
3,005 |
$323,000 |
-100 |
|
TWO SIGMA INVESTMENTS LLC |
2415 |
- |
2024-03-31 |
3,000 |
$323,000 |
200 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1377 |
- |
2024-03-31 |
2,920 |
$314,000 |
-1,716 |
|
CHOATE INVESTMENT ADVISORS |
336 |
*New |
2024-03-31 |
2,750 |
$296,000 |
2,750 |
|
CWM LLC |
1324 |
- |
2024-03-31 |
2,747 |
$295,000 |
-250 |
|
ADVISORY SERVICES NETWORK, LLC |
1205 |
- |
2024-03-31 |
2,457 |
$264,000 |
19 |
|
HIGHTOWER ADVISORS, LLC |
2806 |
- |
2024-03-31 |
2,249 |
$241,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
646 |
- |
2023-12-31 |
2,132 |
$229,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3867 |
*New |
2024-03-31 |
2,021 |
$217,000 |
2,021 |
|
Focus Financial Network Inc. |
586 |
- |
2024-03-31 |
2,137 |
$211,000 |
0 |
|
OPPENHEIMER & CO INC |
1326 |
- |
2024-03-31 |
1,943 |
$209,000 |
-46 |
|
HANSON MCCLAIN, INC. |
930 |
- |
2024-03-31 |
1,200 |
$129,000 |
0 |
|
Ahrens Investment Partners LLC |
241 |
- |
2023-03-31 |
925 |
$84,000 |
-1,800 |
|
VALLEY NATIONAL ADVISERS INC |
366 |
- |
2024-03-31 |
623 |
$66,000 |
-153 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
250 |
- |
2023-06-30 |
575 |
$54,000 |
-24 |
|
FMR LLC |
3423 |
- |
2024-03-31 |
459 |
$49,000 |
74 |
|
CITIGROUP INC |
3803 |
- |
2024-03-31 |
375 |
$40,000 |
-100 |
|
PRINCIPAL SECURITIES INC. |
1656 |
*New |
2024-03-31 |
375 |
$40,000 |
375 |
|
Cutler Group LP |
460 |
- |
2024-03-31 |
300 |
$32,000 |
-7 |
|
Concord Wealth Partners |
436 |
- |
2024-03-31 |
276 |
$30,000 |
0 |
|
Farther Finance Advisors LLC |
1367 |
- |
2024-03-31 |
269 |
$29,000 |
0 |
|
MOGY JOEL R INVESTMENT COUNSEL INC |
117 |
*New |
2024-03-31 |
250 |
$27,000 |
250 |
|
DB Wealth Management Group LLC |
239 |
- |
2023-12-31 |
173 |
$19,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
482 |
- |
2024-03-31 |
180 |
$19,000 |
0 |
|
SIGNATUREFD, LLC |
2372 |
*New |
2024-03-31 |
75 |
$8,000 |
75 |
|
CBIZ Investment Advisory Services LLC |
273 |
*New |
2024-03-31 |
66 |
$7,000 |
66 |
|
Goss Wealth Management LLC |
3369 |
- |
2024-03-31 |
15 |
$2,000 |
0 |
|
Tradition Wealth Management LLC |
648 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
AXXCESS WEALTH MANAGEMENT LLC |
889 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,081 |
|
WINDHAM CAPITAL MANAGEMENT, LLC |
70 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,750 |
|
PROEQUITIES INC. |
8798 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
72 Records found
|
1
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