| |
Institutional
Holders
Total
Institutions:
 |
108  5 |
|
|
Total
shares held :
|
3,148,571 |
|
|
% of shares
held :
|
55.73% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
-48,760 |
|
|
% of shares
held change :
|
 -0.86% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.56 |
|
|
Last
Quarter's Ending
Price :
|
$52.37 |
|
|
Last
Quarter's Average
Price :
|
$48.65 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.78 (3.66%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Lido Advisors LLC |
64 |
- |
2024-03-31 |
491,897 |
$25,761,000 |
20,942 |
|
| AE Wealth Management LLC |
90 |
- |
2024-03-31 |
454,007 |
$23,776,000 |
59,999 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1058 |
- |
2024-03-31 |
412,485 |
$21,602,000 |
14,928 |
|
| Cetera Investment Advisers |
676 |
- |
2024-03-31 |
188,753 |
$9,885,000 |
54,824 |
|
| Peak Financial Management Inc. |
15 |
- |
2024-03-31 |
150,186 |
$7,865,000 |
1,918 |
|
| LPL FINANCIAL CORP |
1731 |
- |
2024-03-31 |
99,550 |
$5,213,000 |
6,714 |
|
| ADVISORY SERVICES NETWORK, LLC |
221 |
- |
2024-03-31 |
86,720 |
$4,542,000 |
20,617 |
|
| Connectus Wealth LLC |
155 |
- |
2024-03-31 |
55,727 |
$2,923,000 |
55,727 |
|
| Certified Advisory Corp |
77 |
- |
2024-03-31 |
55,400 |
$2,901,000 |
4,544 |
|
| FINANCIAL NETWORK |
920 |
- |
2024-03-31 |
47,499 |
$2,488,000 |
9,940 |
|
| MORGAN STANLEY |
4465 |
- |
2024-03-31 |
37,342 |
$1,956,000 |
8,860 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1852 |
- |
2024-03-31 |
35,293 |
$1,848,000 |
10,543 |
|
| J P MORGAN CHASE & CO |
3028 |
- |
2024-03-31 |
35,035 |
$1,835,000 |
4,549 |
|
| CLS INVESTMENT FIRM LLC |
589 |
- |
2022-12-31 |
34,092 |
$1,488,000 |
34,092 |
|
| Sunbelt Securities Inc. |
134 |
- |
2024-03-31 |
26,361 |
$1,381,000 |
889 |
|
| BANK OF AMERICA CORP /DE/ |
3965 |
- |
2024-03-31 |
21,532 |
$1,128,000 |
922 |
|
| Yoder Wealth Management Inc. |
40 |
- |
2024-03-31 |
17,109 |
$896,000 |
1,343 |
|
| J.W. COLE ADVISORS INC. |
364 |
- |
2024-03-31 |
16,974 |
$889,000 |
1,245 |
|
| Kestra Advisory Services LLC |
1352 |
- |
2024-03-31 |
15,859 |
$831,000 |
1,819 |
|
| LINCOLN NATIONAL CORP |
584 |
- |
2024-03-31 |
15,180 |
$795,000 |
9,959 |
|
| CX Institutional |
309 |
- |
2024-03-31 |
15,146 |
$793,000 |
466 |
|
| Trail Ridge Investment Advisors LLC |
52 |
- |
2024-03-31 |
14,119 |
$739,000 |
3,908 |
|
| SeaCrest Wealth Management LLC |
241 |
- |
2024-03-31 |
13,406 |
$702,000 |
4,815 |
|
| FMR LLC |
2471 |
- |
2024-03-31 |
12,818 |
$671,000 |
468 |
|
| Snowden Capital Advisors LLC |
658 |
- |
2024-03-31 |
11,628 |
$609,000 |
1,404 |
|
| COMERICA SECURITIESINC. |
254 |
- |
2023-09-30 |
13,775 |
$609,000 |
1,979 |
|
| PRUDENTIAL FINANCIAL INC |
2121 |
- |
2024-03-31 |
10,876 |
$570,000 |
4,490 |
|
| SMITH, SALLEY & ASSOCIATES |
163 |
- |
2024-03-31 |
10,037 |
$526,000 |
65 |
|
| Sigma Planning Corp |
742 |
- |
2024-03-31 |
9,764 |
$511,000 |
5,305 |
|
| Financial Partners Group Inc |
111 |
- |
2024-03-31 |
9,054 |
$474,000 |
1,280 |
|
| LYNCH & ASSOCIATES/IN |
91 |
- |
2024-03-31 |
8,601 |
$450,000 |
863 |
|
| Mutual Advisors LLC |
781 |
- |
2024-03-31 |
7,165 |
$375,000 |
1,508 |
|
| Goss Wealth Management LLC |
1532 |
- |
2024-03-31 |
6,816 |
$357,000 |
697 |
|
| Orion Portfolio Solutions LLC |
1400 |
- |
2024-03-31 |
6,611 |
$346,000 |
998 |
|
| Beaumont Asset Management L.L.C. |
64 |
- |
2024-03-31 |
4,862 |
$255,000 |
34 |
|
| SJA Financial Advisory LLC |
39 |
- |
2024-03-31 |
4,684 |
$245,000 |
9 |
|
| Tortoise Investment Management LLC |
228 |
- |
2024-03-31 |
3,482 |
$182,000 |
815 |
|
| UBS Group AG |
4836 |
- |
2024-03-31 |
2,989 |
$157,000 |
134 |
|
| COMERICA BANK |
2499 |
- |
2024-03-31 |
2,111 |
$111,000 |
127 |
|
| CWM LLC |
1804 |
- |
2024-03-31 |
2,103 |
$110,000 |
18 |
|
| Steward Partners Investment Advisory LLC |
2343 |
- |
2024-03-31 |
548 |
$29,000 |
318 |
|
| Financial Perspectives Inc |
345 |
- |
2024-03-31 |
478 |
$25,000 |
2 |
|
| Retirement Group LLC |
389 |
- |
2024-03-31 |
320 |
$16,000 |
3 |
|
| CITIGROUP INC |
4185 |
- |
2024-03-31 |
260 |
$14,000 |
43 |
|
|
44 Records found
|
1
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