|
Institutional
Holders
Total
Institutions:
|
141 3 |
|
Total
shares held :
|
17,193,860 |
|
% of shares
held :
|
19.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
-23,706,503 |
|
% of shares
held change :
|
-26.34% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.74 |
|
Last
Quarter's Ending
Price :
|
$22.95 |
|
Last
Quarter's Average
Price :
|
$22.87 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.52%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
11
|
1,178,323
|
6.85%
|
|
|
Increased
Positions : |
69
|
3,078,276
|
17.9%
|
|
|
Unchanged
Positions : |
23
|
1,260,113
|
7.33%
|
|
|
Decreased
Positions : |
38
|
-1,896,461
|
-11.03%
|
|
|
Closed
Positions : |
14
|
-26,066,641
|
-151.6%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
UBS Group AG |
822 |
- |
2024-03-31 |
1,831,405 |
$42,031,000 |
1,526,255 |
|
LPL FINANCIAL CORP |
821 |
- |
2024-03-31 |
1,130,247 |
$25,939,000 |
197,414 |
|
Mirador Capital Partners LP |
2 |
- |
2024-03-31 |
1,073,320 |
$24,633,000 |
151,562 |
|
WELLS FARGO & CO/MN |
1025 |
- |
2024-03-31 |
1,040,619 |
$23,882,000 |
101,030 |
|
MORGAN STANLEY |
2515 |
- |
2024-03-31 |
1,017,316 |
$23,347,000 |
379,771 |
|
MULTIFINANCIAL SECURITIES CORP |
118 |
- |
2024-03-31 |
948,270 |
$21,763,000 |
243,988 |
|
Sterling Financial Group Inc. |
4 |
- |
2024-03-31 |
778,283 |
$17,862,000 |
197,779 |
|
Wright Fund Managment LLC |
33 |
- |
2024-03-31 |
691,600 |
$15,872,000 |
140,900 |
|
ENVESTNET ASSET MANAGEMENT INC |
1250 |
- |
2024-03-31 |
674,214 |
$15,473,000 |
85,353 |
|
Legacy Financial Group LLC |
10 |
- |
2024-03-31 |
628,474 |
$14,423,000 |
609,643 |
|
Advisor Group Holdings Inc. |
549 |
- |
2024-03-31 |
593,734 |
$13,626,000 |
64,621 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
763 |
- |
2024-03-31 |
473,391 |
$10,864,000 |
81,562 |
|
CAPTRUST FINANCIAL ADVISORS |
357 |
- |
2024-03-31 |
410,166 |
$9,413,000 |
137,982 |
|
CHATHAM CAPITAL GROUP INC |
21 |
- |
2024-03-31 |
290,855 |
$6,675,000 |
21,800 |
|
Advisory Alpha LLC |
51 |
- |
2024-03-31 |
284,645 |
$6,533,000 |
45,391 |
|
MERCER GLOBAL ADVISORS INC /ADV |
407 |
- |
2024-03-31 |
272,550 |
$6,255,000 |
62,560 |
|
Stablepoint Partners LLC |
31 |
- |
2024-03-31 |
218,120 |
$5,006,000 |
29,251 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1223 |
- |
2024-03-31 |
196,919 |
$4,519,000 |
34,668 |
|
FF AdvisorsLLC |
6 |
- |
2024-03-31 |
196,061 |
$4,500,000 |
60,059 |
|
RAYMOND JAMES & ASSOCIATES |
1737 |
- |
2024-03-31 |
173,676 |
$3,986,000 |
109,583 |
|
COLLECTIVE FAMILY OFFICE LLC |
22 |
- |
2024-03-31 |
171,165 |
$3,928,000 |
5,413 |
|
Werba Rubin Papier Wealth Management |
16 |
- |
2024-03-31 |
164,452 |
$3,774,000 |
37,447 |
|
Oder Investment Management LLC |
5 |
- |
2024-03-31 |
147,361 |
$3,382,000 |
19,155 |
|
ROYAL BANK OF CANADA |
2191 |
- |
2024-03-31 |
142,155 |
$3,262,000 |
28,562 |
|
WEALTHSOURCE PARTNERS LLC |
78 |
- |
2023-12-31 |
138,797 |
$3,155,000 |
22,630 |
|
Merit Financial Group LLC |
209 |
- |
2024-03-31 |
134,398 |
$3,088,000 |
124,921 |
|
FINANCIAL NETWORK |
832 |
- |
2024-03-31 |
132,086 |
$3,031,000 |
17,035 |
|
PRIVATE CLIENT SERVICES LLC |
14 |
- |
2024-03-31 |
126,768 |
$2,909,000 |
44,358 |
|
RPg Family Wealth Advisory LLC |
43 |
- |
2024-03-31 |
122,530 |
$2,812,000 |
6,690 |
|
PARK AVENUE SECURITIES LLC |
325 |
- |
2024-03-31 |
113,429 |
$2,603,000 |
40,966 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
25 |
- |
2024-03-31 |
112,960 |
$2,592,000 |
8,399 |
|
AA Financial Advisors LLC |
31 |
- |
2024-03-31 |
108,419 |
$2,488,000 |
97,154 |
|
Northwest Bancshares Inc. |
56 |
- |
2024-03-31 |
104,612 |
$2,401,000 |
397 |
|
Verity Asset Management Inc. |
13 |
- |
2024-03-31 |
101,317 |
$2,325,000 |
81,772 |
|
Harrison & Co Wealth Management LLC |
9 |
- |
2022-12-31 |
104,317 |
$2,306,000 |
2,747 |
|
Paradiem LLC |
71 |
- |
2024-03-31 |
99,537 |
$2,284,000 |
862 |
|
REBALANCE LLC |
41 |
- |
2024-03-31 |
90,456 |
$2,076,000 |
10,780 |
|
S.E.E.D. Planning Group LLC |
39 |
- |
2024-03-31 |
90,298 |
$2,072,000 |
1,874 |
|
IFP Advisors Inc |
229 |
- |
2023-12-31 |
89,947 |
$2,044,000 |
16,924 |
|
STIFEL FINANCIAL CORP |
1753 |
- |
2024-03-31 |
82,711 |
$1,898,000 |
2,911 |
|
OLD MISSION CAPITAL LLC |
238 |
- |
2024-03-31 |
82,465 |
$1,893,000 |
82,465 |
|
Glass Jacobson Investment Advisors llc |
45 |
- |
2024-03-31 |
81,258 |
$1,865,000 |
28,925 |
|
Kestra Advisory Services LLC |
917 |
- |
2024-03-31 |
80,619 |
$1,850,000 |
56,266 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1323 |
- |
2024-03-31 |
79,342 |
$1,821,000 |
33,327 |
|
MML INVESTORS SERVICES LLC |
1133 |
- |
2024-03-31 |
73,294 |
$1,682,000 |
26,153 |
|
Capital Analysts Inc. |
193 |
- |
2024-03-31 |
68,782 |
$1,579,000 |
34,355 |
|
Western Wealth Management LLC |
163 |
- |
2024-03-31 |
65,331 |
$1,499,000 |
1,050 |
|
Ballew Advisors Inc |
19 |
- |
2024-03-31 |
64,255 |
$1,471,000 |
7,730 |
|
Pacific Wealth Strategies Group Inc. |
22 |
- |
2024-03-31 |
63,947 |
$1,468,000 |
4,317 |
|
Gladstone Institutional Advisory LLC |
268 |
- |
2024-03-31 |
56,523 |
$1,297,000 |
5,242 |
|
AMERIPRISE FINANCIAL INC |
2996 |
- |
2024-03-31 |
55,179 |
$1,266,000 |
8,162 |
|
Goss Wealth Management LLC |
887 |
- |
2024-03-31 |
52,916 |
$1,214,000 |
1,301 |
|
Atria Wealth Solutions Inc. |
833 |
- |
2024-03-31 |
51,156 |
$1,174,000 |
25,055 |
|
OLD SECOND NATIONAL BANK OF AURORA |
78 |
- |
2024-03-31 |
48,805 |
$1,120,000 |
13,546 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
140 |
- |
2024-03-31 |
48,163 |
$1,105,000 |
14,280 |
|
Wealthcare Advisory Partners LLC |
339 |
- |
2024-03-31 |
47,251 |
$1,084,000 |
12,229 |
|
FCA CORP /TX |
83 |
- |
2024-03-31 |
46,896 |
$1,076,000 |
2,268 |
|
Altrius Capital Management Inc |
69 |
- |
2024-03-31 |
44,694 |
$1,026,000 |
1,866 |
|
Masso Torrence Wealth Management Inc. |
38 |
- |
2024-03-31 |
43,182 |
$991,000 |
18 |
|
EVEXIA WEALTH LLC |
39 |
- |
2024-03-31 |
40,865 |
$936,000 |
3,680 |
|
Brookstone Capital Management |
502 |
- |
2024-03-31 |
40,728 |
$935,000 |
2,604 |
|
River Street Advisors LLC |
51 |
- |
2024-03-31 |
40,202 |
$923,000 |
12,446 |
|
Iron Financial LLC |
41 |
- |
2024-03-31 |
35,698 |
$819,000 |
570 |
|
Vista Private Wealth Partners. LLC |
42 |
- |
2024-03-31 |
32,697 |
$749,000 |
32,697 |
|
SHUFRO ROSE & CO LLC |
138 |
- |
2024-03-31 |
28,291 |
$649,000 |
2,491 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
309 |
- |
2024-03-31 |
27,699 |
$636,000 |
156 |
|
Key Financial Inc |
111 |
- |
2024-03-31 |
27,619 |
$634,000 |
14,035 |
|
Trilogy Capital Inc. |
187 |
- |
2024-03-31 |
24,109 |
$553,000 |
1,950 |
|
Geneos Wealth Management Inc. |
477 |
- |
2024-03-31 |
23,552 |
$541,000 |
9,730 |
|
H D Vest Advisory Services |
1037 |
- |
2024-03-31 |
21,618 |
$496,000 |
4,111 |
|
4Thought Financial Group Inc. |
27 |
- |
2024-03-31 |
19,875 |
$456,000 |
1,896 |
|
We Are One Seven LLC |
556 |
- |
2024-03-31 |
19,872 |
$456,000 |
4,173 |
|
Private Advisory Group LLC |
142 |
- |
2024-03-31 |
19,354 |
$444,000 |
564 |
|
Quad-Cities Investment Group LLC |
97 |
- |
2024-03-31 |
18,469 |
$424,000 |
389 |
|
RFG Advisory Group LLC |
537 |
- |
2024-03-31 |
18,267 |
$419,000 |
7,740 |
|
HANSON MCCLAIN, INC. |
614 |
- |
2024-03-31 |
16,781 |
$385,000 |
6 |
|
Consolidated Portfolio Review Corp |
184 |
- |
2024-03-31 |
15,936 |
$366,000 |
1,109 |
|
Certified Advisory Corp |
212 |
- |
2024-03-31 |
14,940 |
$343,000 |
1,661 |
|
FLOW TRADERS U.S. LLC |
531 |
- |
2024-03-31 |
13,942 |
$320,000 |
13,942 |
|
Stratos Wealth Partners LTD. |
1136 |
- |
2024-03-31 |
11,441 |
$263,000 |
786 |
|
Farther Finance Advisors LLC |
821 |
- |
2024-03-31 |
6,131 |
$140,000 |
1,107 |
|
PRIVATE TRUST CO NA |
828 |
- |
2024-03-31 |
4,820 |
$111,000 |
2,153 |
|
Nalls Sherbakoff Group LLC |
112 |
- |
2023-12-31 |
4,754 |
$108,000 |
9 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1345 |
- |
2024-03-31 |
1,842 |
$42,000 |
87 |
|
ANCORA ADVISORS, LLC |
1001 |
- |
2024-03-31 |
1,509 |
$35,000 |
1,509 |
|
Financial Gravity Wealth Inc. |
507 |
- |
2024-03-31 |
341 |
$8,000 |
313 |
|
|
86 Records found
|
1
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