| |
Institutional
Holders
Total
Institutions:
 |
70  3 |
|
|
Total
shares held :
|
3,398,463 |
|
|
% of shares
held :
|
84.33% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
11,412 |
|
|
% of shares
held change :
|
0.28% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.29 |
|
|
Last
Quarter's Ending
Price :
|
$55.13 |
|
|
Last
Quarter's Average
Price :
|
$52.73 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.07 (2.03%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Congress Wealth Management LLC / DE / |
27 |
- |
2024-03-31 |
716,958 |
$39,526,000 |
3,650 |
|
| MORGAN STANLEY |
2400 |
- |
2024-03-31 |
468,496 |
$25,828,000 |
73,606 |
|
| LPL FINANCIAL CORP |
1659 |
- |
2024-03-31 |
105,956 |
$5,841,000 |
8,874 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
722 |
- |
2024-03-31 |
72,360 |
$3,989,000 |
13,452 |
|
| Cetera Investment Advisers |
1269 |
- |
2024-03-31 |
54,906 |
$3,027,000 |
16,102 |
|
| Holistic Financial Partners |
13 |
- |
2024-03-31 |
50,626 |
$2,791,000 |
1,397 |
|
| RATHBONE BROTHERS PLC |
244 |
- |
2024-03-31 |
46,379 |
$2,557,000 |
1,673 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
535 |
- |
2024-03-31 |
44,856 |
$2,473,000 |
12,566 |
|
| Coppell Advisory Solutions Corp. |
59 |
- |
2024-03-31 |
39,826 |
$2,196,000 |
39,826 |
|
| Coppell Advisory Solutions LLC |
54 |
- |
2023-12-31 |
40,919 |
$2,062,000 |
39,799 |
|
| Guild Investment Management Inc. |
16 |
- |
2024-03-31 |
36,520 |
$2,013,000 |
5,850 |
|
| US BANCORP |
852 |
- |
2024-03-31 |
35,193 |
$1,940,000 |
35,184 |
|
| HIGHTOWER ADVISORS, LLC |
1515 |
- |
2024-03-31 |
28,987 |
$1,594,000 |
11,844 |
|
| IFP Advisors Inc |
285 |
- |
2023-12-31 |
31,369 |
$1,581,000 |
11,859 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1764 |
- |
2024-03-31 |
28,315 |
$1,561,000 |
3,642 |
|
| H D Vest Advisory Services |
628 |
- |
2024-03-31 |
26,654 |
$1,469,000 |
16,062 |
|
| American Institute for Advanced Investment Managem |
24 |
- |
2024-03-31 |
24,485 |
$1,350,000 |
6,020 |
|
| RAYMOND JAMES & ASSOCIATES |
2417 |
- |
2024-03-31 |
23,305 |
$1,285,000 |
1,695 |
|
| Csenge Advisory Group |
215 |
- |
2024-03-31 |
23,008 |
$1,268,000 |
1,602 |
|
| BB&T CORP |
1523 |
- |
2024-03-31 |
20,850 |
$1,149,000 |
619 |
|
| Envestnet Portfolio Solutions Inc. |
883 |
- |
2024-03-31 |
15,969 |
$880,000 |
1,515 |
|
| Gateway Wealth Partners LLC |
93 |
- |
2024-03-31 |
12,828 |
$707,000 |
1,319 |
|
| HILLTOP HOLDINGS INC. |
301 |
- |
2024-03-31 |
12,202 |
$673,000 |
4,814 |
|
| NewEdge Wealth LLC |
492 |
- |
2024-03-31 |
12,503 |
$663,000 |
13 |
|
| IAMS WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
12,121 |
$641,000 |
897 |
|
| Orion Portfolio Solutions LLC |
1196 |
- |
2024-03-31 |
10,636 |
$586,000 |
986 |
|
| Atria Wealth Solutions Inc. |
1191 |
- |
2024-03-31 |
10,375 |
$572,000 |
1,322 |
|
| OneAscent Financial Services LLC |
195 |
- |
2024-03-31 |
9,613 |
$530,000 |
1,572 |
|
| Kestra Advisory Services LLC |
1667 |
- |
2024-03-31 |
8,856 |
$488,000 |
430 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3191 |
- |
2024-03-31 |
5,673 |
$313,000 |
74 |
|
| MML INVESTORS SERVICES LLC |
2087 |
- |
2024-03-31 |
5,575 |
$307,000 |
366 |
|
| ABLE Financial Group LLC |
152 |
- |
2024-03-31 |
3,954 |
$218,000 |
3,954 |
|
| HARBOUR INVESTMENTS INC. |
952 |
- |
2023-12-31 |
3,162 |
$159,000 |
176 |
|
| PROEQUITIES INC. |
779 |
- |
2024-03-31 |
2,727 |
$150,000 |
182 |
|
| PRINCIPAL SECURITIES INC. |
1517 |
- |
2024-03-31 |
1,003 |
$55,000 |
415 |
|
| UBS Group AG |
5393 |
- |
2024-03-31 |
749 |
$41,000 |
390 |
|
| COMERICA BANK |
3199 |
- |
2024-03-31 |
139 |
$8,000 |
13 |
|
| TOWER RESEARCH CAPITAL LLC |
4514 |
- |
2024-03-31 |
105 |
$6,000 |
105 |
|
|
38 Records found
|
1
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