|
Institutional
Holders
Total
Institutions:
|
122 7 |
|
Total
shares held :
|
4,186,890 |
|
% of shares
held :
|
16.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
-584,322 |
|
% of shares
held change :
|
-2.27% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.63 |
|
Last
Quarter's Ending
Price :
|
$82.40 |
|
Last
Quarter's Average
Price :
|
$72.07 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.01 (18.05%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
68 |
*New |
2024-03-31 |
1,126,650 |
$98,852,000 |
1,126,650 |
|
Deane Retirement Strategies Inc. |
23 |
*New |
2024-03-31 |
44,781 |
$3,924,000 |
44,781 |
|
Aveo Capital Partners LLC |
70 |
*New |
2024-03-31 |
43,355 |
$3,584,000 |
43,355 |
|
Csenge Advisory Group |
156 |
*New |
2024-03-31 |
20,860 |
$1,830,000 |
20,860 |
|
Ascent Group LLC |
238 |
*New |
2024-03-31 |
15,346 |
$1,346,000 |
15,346 |
|
L.M. KOHN & COMPANY |
67 |
*New |
2024-03-31 |
12,025 |
$1,055,000 |
12,025 |
|
Beaumont Capital Management LLC |
35 |
*New |
2024-03-31 |
11,423 |
$1,002,000 |
11,423 |
|
BCJ Capital Management LLC |
219 |
*New |
2024-03-31 |
6,185 |
$543,000 |
6,185 |
|
Envestnet Portfolio Solutions Inc. |
1152 |
*New |
2024-03-31 |
5,321 |
$467,000 |
5,321 |
|
Integrated Wealth Concepts LLC |
1139 |
*New |
2024-03-31 |
4,577 |
$402,000 |
4,577 |
|
HANLON INVESTMENT MANAGEMENT, INC. |
103 |
*New |
2024-03-31 |
4,362 |
$383,000 |
4,362 |
|
PROSPERA FINANCIAL SERVICES |
777 |
*New |
2023-12-31 |
4,305 |
$355,000 |
4,305 |
|
FLOW TRADERS U.S. LLC |
513 |
*New |
2024-03-31 |
4,004 |
$351,000 |
4,004 |
|
Ignite Planners LLC |
195 |
*New |
2024-03-31 |
3,876 |
$338,000 |
3,876 |
|
Idaho Trust Bank |
69 |
*New |
2024-03-31 |
3,485 |
$306,000 |
3,485 |
|
Secure Asset Management LLC |
191 |
*New |
2024-03-31 |
3,135 |
$275,000 |
3,135 |
|
TUDOR INVESTMENT CORP ET AL |
1267 |
*New |
2024-03-31 |
2,859 |
$251,000 |
2,859 |
|
Chicago Wealth Management Inc. |
46 |
*New |
2024-03-31 |
2,779 |
$244,000 |
2,779 |
|
Guardian Wealth Management Inc. |
97 |
*New |
2024-03-31 |
872 |
$76,000 |
872 |
|
PRINCIPAL SECURITIES INC. |
1874 |
*New |
2024-03-31 |
287 |
$25,000 |
287 |
|
Ahrens Investment Partners LLC |
432 |
*New |
2023-03-31 |
352 |
$25,000 |
352 |
|
BLAIR WILLIAM & CO/IL |
1677 |
*New |
2024-03-31 |
196 |
$17,000 |
196 |
|
JONES FINANCIAL COMPANIES LLLP |
963 |
*New |
2024-03-31 |
174 |
$15,000 |
174 |
|
Founders Financial Alliance LLC |
471 |
*New |
2024-03-31 |
121 |
$11,000 |
121 |
|
PIERSHALE FINANCIAL GROUP, INC. |
178 |
*New |
2023-06-30 |
67 |
$5,000 |
67 |
|
Headlands Technologies LLC |
1109 |
*New |
2024-03-31 |
60 |
$5,000 |
60 |
|
SITTNER & NELSON LLC |
436 |
*New |
2024-03-31 |
28 |
$2,000 |
28 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2551 |
*New |
2024-03-31 |
6 |
$1,000 |
6 |
|
|
28 Records found
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1
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