|
Institutional
Holders
Total
Institutions:
|
56 9 |
|
Total
shares held :
|
1,702,760 |
|
% of shares
held :
|
1.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
Amount
of shares held :
|
230,306 |
|
% of shares
held change :
|
0.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$68.54 |
|
Last
Quarter's Ending
Price :
|
$75.60 |
|
Last
Quarter's Average
Price :
|
$70.44 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.62 (3.73%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
754 |
- |
2024-03-31 |
398,703 |
$30,144,000 |
70,538 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
540 |
- |
2024-03-31 |
240,291 |
$18,167,000 |
500 |
|
Private Wealth Strategies L.L.C. |
9 |
- |
2024-03-31 |
182,615 |
$13,806,000 |
1,373 |
|
ENVESTNET ASSET MANAGEMENT INC |
1612 |
- |
2024-03-31 |
115,495 |
$8,732,000 |
105,922 |
|
MORGAN STANLEY |
3412 |
- |
2024-03-31 |
114,559 |
$8,661,000 |
16,490 |
|
Team Financial Group LLC |
7 |
- |
2024-03-31 |
91,053 |
$6,884,000 |
1,991 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
715 |
- |
2024-03-31 |
69,048 |
$5,220,000 |
8,846 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1214 |
- |
2024-03-31 |
60,992 |
$4,611,000 |
12,065 |
|
Kestra Advisory Services LLC |
605 |
- |
2024-03-31 |
51,664 |
$3,906,000 |
25,080 |
|
AE Wealth Management LLC |
350 |
- |
2024-03-31 |
50,672 |
$3,831,000 |
13,988 |
|
Kovack Advisors Inc. |
40 |
- |
2024-03-31 |
50,461 |
$3,815,000 |
232 |
|
Cetera Investment Advisers |
1139 |
- |
2024-03-31 |
49,407 |
$3,735,000 |
43,253 |
|
STIFEL FINANCIAL CORP |
1378 |
- |
2024-03-31 |
43,888 |
$3,318,000 |
543 |
|
FINANCIAL NETWORK |
837 |
- |
2024-03-31 |
39,724 |
$3,003,000 |
3,913 |
|
J P MORGAN CHASE & CO |
2791 |
- |
2024-03-31 |
36,536 |
$2,762,000 |
30,900 |
|
Stratos Wealth Partners LTD. |
601 |
- |
2024-03-31 |
14,575 |
$1,102,000 |
7 |
|
Equitable Holdings Inc. |
592 |
- |
2024-03-31 |
14,565 |
$1,101,000 |
566 |
|
Good Life Advisors LLC |
198 |
- |
2024-03-31 |
9,105 |
$688,000 |
2,325 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2101 |
- |
2024-03-31 |
7,650 |
$578,000 |
1,322 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1733 |
- |
2024-03-31 |
5,085 |
$384,000 |
303 |
|
OBrien Greene & Co. Inc |
99 |
- |
2024-03-31 |
4,600 |
$348,000 |
100 |
|
Belpointe Asset Management LLC |
661 |
- |
2024-03-31 |
3,332 |
$252,000 |
29 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1563 |
- |
2023-09-30 |
3,971 |
$245,000 |
16 |
|
Betterment LLC |
339 |
- |
2024-03-31 |
3,131 |
$237,000 |
71 |
|
Patriot Financial Group Insurance Agency LLC |
418 |
- |
2024-03-31 |
3,091 |
$234,000 |
2 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
946 |
- |
2024-03-31 |
279 |
$21,000 |
41 |
|
Coppell Advisory Solutions LLC |
1080 |
- |
2023-12-31 |
75 |
$5,000 |
75 |
|
|
27 Records found
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1
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