|
Institutional
Holders
Total
Institutions:
|
242 21 |
|
Total
shares held :
|
5,215,308 |
|
% of shares
held :
|
15.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
110,471 |
|
% of shares
held change :
|
0.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.78 |
|
Last
Quarter's Ending
Price :
|
$60.41 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.43 (15.34%) |
|
|
|
|
|
|
|
|
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 |
870 |
- |
2024-03-31 |
365,083 |
$23,405,000 |
16,393 |
|
STIFEL FINANCIAL CORP |
721 |
- |
2024-03-31 |
195,947 |
$12,562,000 |
136,735 |
|
BANK OF AMERICA CORP /DE/ |
2648 |
- |
2024-03-31 |
122,135 |
$7,830,000 |
104,474 |
|
Advisor Group Holdings Inc. |
843 |
- |
2024-03-31 |
110,938 |
$7,112,000 |
10,377 |
|
ENVESTNET ASSET MANAGEMENT INC |
1811 |
- |
2024-03-31 |
98,318 |
$6,303,000 |
98,318 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
858 |
- |
2024-03-31 |
96,948 |
$6,215,000 |
65,799 |
|
PROEQUITIES INC. |
72 |
- |
2024-03-31 |
82,100 |
$5,263,000 |
26,568 |
|
JANNEY MONTGOMERY SCOTT LLC |
757 |
- |
2024-03-31 |
79,462 |
$5,094,000 |
2,119 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
559 |
- |
2024-03-31 |
78,834 |
$5,054,000 |
42,894 |
|
HIGHTOWER ADVISORS, LLC |
981 |
- |
2024-03-31 |
73,226 |
$4,698,000 |
73,226 |
|
Cetera Investment Advisers |
1108 |
- |
2024-03-31 |
60,917 |
$3,905,000 |
53,095 |
|
INSTRUMENTAL WEALTH LLC |
|
- |
2023-12-31 |
61,594 |
$3,890,000 |
831 |
|
CI Private Wealth LLC |
794 |
- |
2024-03-31 |
57,712 |
$3,700,000 |
119 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
131 |
- |
2024-03-31 |
51,925 |
$3,329,000 |
51,925 |
|
Joseph P. Lucia & Associates LLC |
18 |
- |
2024-03-31 |
49,022 |
$3,143,000 |
355 |
|
MML INVESTORS SERVICES LLC |
849 |
- |
2024-03-31 |
48,878 |
$3,134,000 |
1,331 |
|
McGuire Investment Group LLC |
52 |
- |
2024-03-31 |
46,231 |
$2,964,000 |
503 |
|
CITADEL ADVISORS LLC |
2117 |
- |
2024-03-31 |
44,583 |
$2,858,000 |
43,154 |
|
Williams Jones Wealth Management LLC. |
161 |
- |
2024-03-31 |
44,509 |
$2,853,000 |
1,974 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
295 |
- |
2024-03-31 |
41,090 |
$2,634,000 |
6,945 |
|
MONECO Advisors LLC |
58 |
- |
2024-03-31 |
40,884 |
$2,621,000 |
495 |
|
SIMPLEX TRADING LLC |
254 |
- |
2024-03-31 |
37,751 |
$2,420,000 |
35,967 |
|
Stratos Wealth Partners LTD. |
403 |
- |
2024-03-31 |
36,615 |
$2,347,000 |
203 |
|
FINANCIAL NETWORK |
998 |
- |
2024-03-31 |
32,658 |
$2,094,000 |
2,038 |
|
DAVIDSON D A & CO |
552 |
- |
2024-03-31 |
28,140 |
$1,804,000 |
415 |
|
ETF Store Inc. |
19 |
- |
2024-03-31 |
27,084 |
$1,736,000 |
1,787 |
|
TAP Consulting LLC |
80 |
- |
2024-03-31 |
26,600 |
$1,705,000 |
85 |
|
Kestra Advisory Services LLC |
949 |
- |
2024-03-31 |
26,570 |
$1,703,000 |
2,569 |
|
Apollon Financial LLC |
41 |
- |
2024-03-31 |
24,008 |
$1,539,000 |
175 |
|
NATIONAL BANK OF CANADA /FI/ |
913 |
- |
2024-03-31 |
24,574 |
$1,509,000 |
803 |
|
RMB CAPITAL MANAGEMENT LLC |
310 |
- |
2024-03-31 |
22,233 |
$1,425,000 |
260 |
|
MULTIFINANCIAL SECURITIES CORP |
1007 |
- |
2024-03-31 |
21,289 |
$1,365,000 |
4,204 |
|
CENTAURUS FINANCIAL INC. |
201 |
- |
2024-03-31 |
20,175 |
$1,293,000 |
2,417 |
|
Northeast Financial Consultants Inc |
131 |
- |
2024-03-31 |
20,120 |
$1,290,000 |
20,120 |
|
MGB Wealth Management LLC |
52 |
- |
2024-03-31 |
19,190 |
$1,229,000 |
71 |
|
Brookstone Capital Management |
440 |
- |
2024-03-31 |
18,902 |
$1,212,000 |
1,202 |
|
Game Plan Financial Advisors LLC |
48 |
- |
2024-03-31 |
18,862 |
$1,209,000 |
2,727 |
|
Atria Wealth Solutions Inc. |
827 |
- |
2024-03-31 |
18,546 |
$1,189,000 |
1,100 |
|
Perigon Wealth Management LLC |
369 |
- |
2024-03-31 |
15,685 |
$1,006,000 |
850 |
|
OPTIMUM INVESTMENT ADVISORS |
52 |
- |
2024-03-31 |
15,060 |
$966,000 |
636 |
|
Integrated Advisors Network LLC |
310 |
- |
2024-03-31 |
14,971 |
$960,000 |
14,971 |
|
CREATIVE PLANNING |
1376 |
- |
2024-03-31 |
14,425 |
$925,000 |
54 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
586 |
- |
2024-03-31 |
13,762 |
$882,000 |
6,853 |
|
PNC FINANCIAL SERVICES GROUP INC |
1255 |
- |
2024-03-31 |
12,724 |
$816,000 |
169 |
|
Capital Investment Advisory Services LLC |
222 |
- |
2024-03-31 |
12,589 |
$807,000 |
134 |
|
Vontobel Holding Ltd. |
654 |
- |
2024-03-31 |
12,290 |
$788,000 |
6,990 |
|
Goss Wealth Management LLC |
1116 |
- |
2024-03-31 |
11,866 |
$761,000 |
5,544 |
|
Independent Wealth Network Inc. |
80 |
- |
2024-03-31 |
11,196 |
$718,000 |
670 |
|
MARINER WEALTH ADVISORS, LLC |
1766 |
- |
2024-03-31 |
10,947 |
$702,000 |
1,082 |
|
Lido Advisors LLC |
686 |
- |
2024-03-31 |
10,921 |
$700,000 |
335 |
|
BEDELL INVESTMENT COUNSELLING |
69 |
- |
2024-03-31 |
10,878 |
$697,000 |
50 |
|
OROURKE & COMPANY Inc |
58 |
- |
2024-03-31 |
10,776 |
$691,000 |
672 |
|
IFG Advisory LLC |
290 |
- |
2024-03-31 |
10,132 |
$650,000 |
3,155 |
|
PFG Investments LLC |
457 |
- |
2024-03-31 |
9,667 |
$620,000 |
4,762 |
|
COLONY GROUP LLC |
518 |
- |
2023-09-30 |
11,752 |
$606,000 |
30 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
86 |
- |
2024-03-31 |
9,347 |
$599,000 |
9,347 |
|
Integrated Wealth Concepts LLC |
966 |
- |
2024-03-31 |
9,145 |
$586,000 |
2,343 |
|
NATIONAL ASSET MANAGEMENT, INC. |
723 |
- |
2024-03-31 |
11,157 |
$576,000 |
5 |
|
FLAGSHIP HARBOR ADVISORS LLC |
354 |
- |
2024-03-31 |
8,851 |
$567,000 |
2,533 |
|
Sigma Planning Corp |
716 |
- |
2024-03-31 |
8,604 |
$552,000 |
4,141 |
|
Alpha Cubed Investments LLC |
142 |
- |
2024-03-31 |
8,529 |
$547,000 |
5,125 |
|
BANK OF MONTREAL /CAN/ |
2031 |
- |
2024-03-31 |
8,238 |
$530,000 |
1,212 |
|
Steward Partners Investment Advisory LLC |
1045 |
- |
2024-03-31 |
7,956 |
$510,000 |
504 |
|
Beacon Pointe Advisors LLC |
929 |
- |
2024-03-31 |
7,110 |
$456,000 |
7,110 |
|
CWM LLC |
1166 |
- |
2024-03-31 |
6,960 |
$446,000 |
166 |
|
NADLER FINANCIAL GROUP, INC. |
67 |
- |
2024-03-31 |
6,943 |
$445,000 |
245 |
|
GRIFFIN ASSET MANAGEMENT INC |
174 |
- |
2024-03-31 |
6,145 |
$394,000 |
116 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
136 |
- |
2024-03-31 |
5,416 |
$347,000 |
5,416 |
|
H D Vest Advisory Services |
1225 |
- |
2024-03-31 |
5,322 |
$341,000 |
97 |
|
BECK CAPITAL MANAGEMENT LLC |
99 |
- |
2024-03-31 |
4,780 |
$306,000 |
338 |
|
KCM INVESTMENT ADVISORS LLC |
320 |
- |
2024-03-31 |
4,592 |
$294,000 |
4,592 |
|
HCR Wealth Advisors |
175 |
- |
2024-03-31 |
4,490 |
$288,000 |
935 |
|
Granite Springs Asset Management LLC |
123 |
- |
2024-03-31 |
4,435 |
$284,000 |
775 |
|
Prime Capital Investment Advisors LLC |
795 |
- |
2024-03-31 |
4,310 |
$276,000 |
10 |
|
Grassi Investment Management |
108 |
- |
2024-03-31 |
4,275 |
$274,000 |
675 |
|
COMERICA BANK |
2181 |
- |
2024-03-31 |
4,048 |
$260,000 |
1,239 |
|
LINCOLN NATIONAL CORP |
1014 |
- |
2024-03-31 |
3,998 |
$256,000 |
176 |
|
FMR LLC |
2818 |
- |
2024-03-31 |
3,566 |
$229,000 |
1,527 |
|
Pacific Center for Financial Services |
123 |
- |
2024-03-31 |
1,903 |
$122,000 |
1,903 |
|
Global Retirement Partners LLC |
987 |
- |
2024-03-31 |
1,881 |
$121,000 |
300 |
|
GLENMEDE TRUST CO NA |
1238 |
- |
2024-03-31 |
1,396 |
$89,000 |
1,396 |
|
Financial Freedom LLC |
135 |
- |
2024-03-31 |
1,300 |
$83,000 |
2 |
|
Clear Point Advisors Inc. |
163 |
- |
2024-03-31 |
1,075 |
$69,000 |
2 |
|
AYRSHIRE ASSOCIATES INC |
323 |
- |
2024-03-31 |
1,055 |
$68,000 |
1,055 |
|
BARTLETT & CO. LLC |
634 |
- |
2023-12-31 |
1,080 |
$66,000 |
1,000 |
|
SIGNATUREFD, LLC |
1468 |
- |
2024-03-31 |
908 |
$58,000 |
470 |
|
Glassman Wealth Services |
114 |
- |
2024-03-31 |
856 |
$55,000 |
856 |
|
Hartland & Co. LLC |
757 |
- |
2024-03-31 |
809 |
$50,000 |
809 |
|
IFP Advisors Inc |
1530 |
- |
2023-12-31 |
793 |
$48,000 |
345 |
|
Crewe Advisors LLC |
370 |
- |
2024-03-31 |
725 |
$46,000 |
725 |
|
RESOURCES MANAGEMENT CORP /CT/ /ADV |
303 |
- |
2024-03-31 |
550 |
$35,000 |
500 |
|
Laurel Wealth Advisors LLC |
343 |
- |
2024-03-31 |
450 |
$29,000 |
450 |
|
SALEM INVESTMENT COUNSELORS INC |
669 |
- |
2024-03-31 |
400 |
$26,000 |
300 |
|
Impact Partnership Wealth LLC |
391 |
- |
2024-03-31 |
300 |
$19,000 |
300 |
|
Concord Wealth Partners |
547 |
- |
2024-03-31 |
200 |
$13,000 |
200 |
|
|
95 Records found
|
1
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