| |
Institutional
Holders
Total
Institutions:
 |
169  7 |
|
|
Total
shares held :
|
8,195,497 |
|
|
% of shares
held :
|
10.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
26,309 |
|
|
% of shares
held change :
|
 0.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.59 |
|
|
Last
Quarter's Ending
Price :
|
$65.38 |
|
|
Last
Quarter's Average
Price :
|
$61.54 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.99 (9.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
1372 |
- |
2024-03-31 |
1,088,294 |
$76,964,000 |
44,270 |
|
| LPL FINANCIAL CORP |
589 |
- |
2024-03-31 |
609,661 |
$43,115,000 |
41,037 |
|
| 626 Financial LLC |
2 |
- |
2024-03-31 |
297,206 |
$21,018,000 |
4,341 |
|
| Pinnacle Financial Group LLC / IL |
3 |
- |
2024-03-31 |
296,783 |
$20,988,000 |
3,398 |
|
| FINANCIAL NETWORK |
231 |
- |
2024-03-31 |
279,348 |
$19,755,000 |
74,369 |
|
| Vertex Planning Partners LLC |
8 |
- |
2024-03-31 |
201,804 |
$14,272,000 |
3,136 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
769 |
- |
2024-03-31 |
151,480 |
$10,713,000 |
19,652 |
|
| UBS Group AG |
1807 |
- |
2024-03-31 |
107,404 |
$7,596,000 |
2,593 |
|
| ROYAL BANK OF CANADA |
1972 |
- |
2024-03-31 |
63,508 |
$4,491,000 |
3,096 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
887 |
- |
2024-03-31 |
54,679 |
$3,867,000 |
238 |
|
| CI Private Wealth LLC |
823 |
- |
2024-03-31 |
46,371 |
$3,279,000 |
1,202 |
|
| Advisor Group Holdings Inc. |
1363 |
- |
2024-03-31 |
44,592 |
$3,154,000 |
1,293 |
|
| H D Vest Advisory Services |
428 |
- |
2024-03-31 |
42,348 |
$2,995,000 |
3,671 |
|
| Capital Advisory Group Advisory Services LLC |
25 |
- |
2024-03-31 |
34,231 |
$2,421,000 |
652 |
|
| Rockefeller Capital Management L.P. |
982 |
- |
2024-03-31 |
29,964 |
$2,119,000 |
116 |
|
| Avant Capital LLC |
19 |
- |
2023-09-30 |
29,271 |
$1,761,000 |
120 |
|
| MULTIFINANCIAL SECURITIES CORP |
899 |
- |
2024-03-31 |
23,501 |
$1,662,000 |
7,734 |
|
| WADE G W & INC |
186 |
- |
2023-12-31 |
25,343 |
$1,657,000 |
86 |
|
| SONATA CAPITAL GROUP INC |
36 |
- |
2024-03-31 |
20,119 |
$1,423,000 |
811 |
|
| Stratos Wealth Partners LTD. |
528 |
- |
2024-03-31 |
19,938 |
$1,410,000 |
821 |
|
| RAYMOND JAMES & ASSOCIATES |
2380 |
- |
2024-03-31 |
19,350 |
$1,368,000 |
1,059 |
|
| CHERRYDALE WEALTH MANAGEMENT LLC |
20 |
- |
2024-03-31 |
18,150 |
$1,284,000 |
86 |
|
| CWM LLC |
784 |
- |
2024-03-31 |
16,923 |
$1,197,000 |
14,568 |
|
| CITADEL ADVISORS LLC |
2896 |
- |
2024-03-31 |
16,843 |
$1,191,000 |
4,005 |
|
| VERUS CAPITAL PARTNERS LLC |
104 |
- |
2024-03-31 |
16,321 |
$1,154,000 |
738 |
|
| JFS WEALTH ADVISORS, LLC |
106 |
- |
2024-03-31 |
16,306 |
$1,153,000 |
8 |
|
| NBC SECURITIES INC. |
227 |
- |
2024-03-31 |
14,169 |
$1,112,000 |
5,340 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1187 |
- |
2024-03-31 |
15,650 |
$1,107,000 |
53 |
|
| Spire Wealth Management |
412 |
- |
2024-03-31 |
11,877 |
$840,000 |
19 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1104 |
- |
2024-03-31 |
10,298 |
$728,000 |
143 |
|
| FMR LLC |
2439 |
- |
2024-03-31 |
10,180 |
$720,000 |
1,712 |
|
| Revisor Wealth Management LLC |
73 |
- |
2024-03-31 |
10,528 |
$714,000 |
10,528 |
|
| CUTLER INVESTMENT COUNSEL LLC |
83 |
- |
2024-03-31 |
9,682 |
$685,000 |
269 |
|
| S.C. Financial Services Inc. |
28 |
- |
2022-12-31 |
10,901 |
$661,000 |
170 |
|
| Gateway Wealth Partners LLC |
110 |
- |
2024-03-31 |
8,352 |
$591,000 |
390 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
463 |
- |
2024-03-31 |
8,091 |
$573,000 |
958 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1262 |
- |
2024-03-31 |
7,212 |
$510,000 |
1,780 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
277 |
- |
2024-03-31 |
6,368 |
$450,000 |
993 |
|
| Key Financial Inc |
169 |
- |
2024-03-31 |
5,240 |
$371,000 |
16 |
|
| MARIPAU WEALTH MANAGEMENT LLC |
77 |
- |
2024-03-31 |
5,153 |
$364,000 |
91 |
|
| Sequoia Financial Advisors LLC |
820 |
- |
2024-03-31 |
4,664 |
$330,000 |
10 |
|
| Allegheny Financial Group LTD |
178 |
- |
2024-03-31 |
3,492 |
$247,000 |
17 |
|
| Blue Barn Wealth LLC |
117 |
- |
2024-03-31 |
3,167 |
$224,000 |
13 |
|
| Sigma Planning Corp |
1119 |
- |
2024-03-31 |
2,859 |
$202,000 |
2,859 |
|
| Element Wealth LLC |
158 |
- |
2024-03-31 |
1,392 |
$98,000 |
935 |
|
| Emerald Investment Partners LLC |
321 |
- |
2024-03-31 |
1,263 |
$89,000 |
253 |
|
| CITIGROUP INC |
3659 |
- |
2024-03-31 |
783 |
$55,000 |
776 |
|
| Global Retirement Partners LLC |
1832 |
- |
2024-03-31 |
258 |
$18,000 |
2 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1539 |
- |
2024-03-31 |
36 |
$3,000 |
36 |
|
|
49 Records found
|
1
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