| |
Institutional
Holders
Total
Institutions:
 |
139  11 |
|
|
Total
shares held :
|
29,376,604 |
|
|
% of shares
held :
|
60.2% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
|
Amount
of shares held :
|
-654,025 |
|
|
% of shares
held change :
|
-1.34% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.54 |
|
|
Last
Quarter's Ending
Price :
|
$30.69 |
|
|
Last
Quarter's Average
Price :
|
$29.17 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.61 (12.38%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GOLDMAN SACHS GROUP INC/ |
557 |
- |
2024-03-31 |
4,157,635 |
$130,467,000 |
164,034 |
|
| SigFig Wealth Management LLC |
9 |
- |
2024-03-31 |
3,115,948 |
$97,654,000 |
115,466 |
|
| WELLS FARGO & CO/MN |
550 |
- |
2024-03-31 |
2,513,087 |
$78,760,000 |
110,219 |
|
| WMS PARTNERS, LLC |
10 |
- |
2024-03-31 |
1,577,938 |
$49,453,000 |
57,642 |
|
| Betterment LLC |
49 |
- |
2024-03-31 |
1,433,065 |
$44,912,000 |
24,334 |
|
| ARVEST TRUST CO N A |
8 |
- |
2024-03-31 |
1,214,755 |
$38,070,000 |
77,779 |
|
| SPINNAKER TRUST |
12 |
- |
2024-03-31 |
1,093,916 |
$34,283,000 |
2,366 |
|
| Apella Capital LLC |
27 |
- |
2024-03-31 |
586,820 |
$18,693,000 |
9,602 |
|
| ARVEST INVESTMENTS INC. |
12 |
- |
2024-03-31 |
476,947 |
$14,948,000 |
4,882 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
43 |
- |
2024-03-31 |
423,191 |
$13,263,000 |
27,126 |
|
| Archford Capital Strategies LLC |
22 |
- |
2024-03-31 |
211,713 |
$6,635,000 |
20,071 |
|
| Cetera Investment Advisers |
853 |
- |
2024-03-31 |
203,901 |
$6,390,000 |
102,936 |
|
| GFG Capital LLC |
18 |
- |
2024-03-31 |
182,582 |
$5,722,000 |
39,300 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1123 |
- |
2024-03-31 |
168,521 |
$5,281,000 |
21,862 |
|
| GeoWealth Management LLC |
104 |
- |
2024-03-31 |
135,739 |
$4,254,000 |
135,585 |
|
| First Ascent Asset Management LLC |
31 |
- |
2023-12-31 |
131,396 |
$4,033,000 |
5,881 |
|
| CoreCap Advisors LLC |
79 |
- |
2023-12-31 |
126,993 |
$3,897,000 |
3,611 |
|
| Gladstone Institutional Advisory LLC |
141 |
- |
2024-03-31 |
114,994 |
$3,604,000 |
10,541 |
|
| First Capital Advisors Group LLC. |
15 |
- |
2023-06-30 |
112,414 |
$3,361,000 |
54,388 |
|
| Anchor Investment Management LLC |
93 |
- |
2024-03-31 |
89,158 |
$2,794,000 |
3,291 |
|
| ALTFEST L J & CO INC |
76 |
- |
2024-03-31 |
49,176 |
$1,541,000 |
2,143 |
|
| MARINER WEALTH ADVISORS, LLC |
1250 |
- |
2024-03-31 |
48,343 |
$1,515,000 |
14,289 |
|
| Baird Financial Group Inc. |
1173 |
- |
2024-03-31 |
30,058 |
$942,000 |
255 |
|
| Elmwood Wealth Management Inc. |
84 |
- |
2024-03-31 |
26,848 |
$841,000 |
3,555 |
|
| CITIGROUP INC |
2644 |
- |
2024-03-31 |
18,683 |
$586,000 |
426 |
|
| BB&T CORP |
1862 |
- |
2024-03-31 |
18,390 |
$576,000 |
496 |
|
| Change Path LLC |
576 |
- |
2024-03-31 |
15,117 |
$473,000 |
223 |
|
| Worth Financial Advisory Group LLC |
81 |
- |
2024-03-31 |
14,434 |
$452,000 |
103 |
|
| LINCOLN NATIONAL CORP |
787 |
- |
2024-03-31 |
14,059 |
$441,000 |
693 |
|
| Private Advisor Group LLC |
1743 |
- |
2024-03-31 |
11,066 |
$347,000 |
155 |
|
| ACCUVEST GLOBAL ADVISORS |
94 |
- |
2024-03-31 |
10,881 |
$341,000 |
10,881 |
|
| PRUDENTIAL FINANCIAL INC |
2317 |
- |
2024-03-31 |
10,063 |
$315,000 |
388 |
|
| Buckingham Strategic Partners |
464 |
- |
2024-03-31 |
9,713 |
$304,000 |
1,946 |
|
| Hexagon Capital Partners LLC |
152 |
- |
2024-03-31 |
9,214 |
$289,000 |
2,099 |
|
| HIGHTOWER ADVISORS, LLC |
2781 |
- |
2024-03-31 |
7,923 |
$247,000 |
45 |
|
| Coastal Investment Advisors Inc. |
520 |
- |
2024-03-31 |
2,200 |
$69,000 |
2,200 |
|
| MORRIS FINANCIAL CONCEPTS INC. |
114 |
- |
2024-03-31 |
2,027 |
$64,000 |
519 |
|
| FMR LLC |
3456 |
- |
2024-03-31 |
1,469 |
$46,000 |
859 |
|
| PRIVATE TRUST CO NA |
1198 |
- |
2024-03-31 |
1,213 |
$38,000 |
213 |
|
| Investors Research Corp |
650 |
- |
2024-03-31 |
523 |
$16,000 |
148 |
|
| BANK OF MONTREAL /CAN/ |
3306 |
- |
2024-03-31 |
57 |
$2,000 |
57 |
|
|
41 Records found
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1
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