|
Institutional
Holders
Total
Institutions:
|
131 7 |
|
Total
shares held :
|
5,321,145 |
|
% of shares
held :
|
44.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
26,066 |
|
% of shares
held change :
|
0.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$67.94 |
|
Last
Quarter's Ending
Price :
|
$77.70 |
|
Last
Quarter's Average
Price :
|
$72.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.20 (25.21%) |
|
|
|
|
|
|
|
|
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 |
438 |
- |
2024-03-31 |
772,787 |
$69,002,000 |
19,219 |
|
RAYMOND JAMES & ASSOCIATES |
519 |
- |
2024-03-31 |
400,466 |
$35,758,000 |
53,593 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
333 |
- |
2024-03-31 |
167,295 |
$14,938,000 |
6,781 |
|
ROYAL BANK OF CANADA |
1372 |
- |
2024-03-31 |
137,200 |
$12,251,000 |
23,264 |
|
Baird Financial Group Inc. |
468 |
- |
2024-03-31 |
113,111 |
$10,100,000 |
1,837 |
|
ENVESTNET ASSET MANAGEMENT INC |
1617 |
- |
2024-03-31 |
96,400 |
$8,608,000 |
26,298 |
|
CAPTRUST FINANCIAL ADVISORS |
395 |
- |
2024-03-31 |
87,423 |
$7,806,000 |
1,091 |
|
Kestra Advisory Services LLC |
407 |
- |
2024-03-31 |
79,577 |
$7,105,000 |
1,591 |
|
Cornerstone Wealth Management LLC |
53 |
- |
2024-03-31 |
58,129 |
$5,190,000 |
908 |
|
BB&T CORP |
898 |
- |
2024-03-31 |
51,996 |
$4,643,000 |
843 |
|
Rockefeller Capital Management L.P. |
781 |
- |
2024-03-31 |
42,418 |
$3,788,000 |
449 |
|
Spire Wealth Management |
205 |
- |
2024-03-31 |
32,178 |
$2,873,000 |
2,933 |
|
Stratos Wealth Partners LTD. |
388 |
- |
2024-03-31 |
27,412 |
$2,448,000 |
1,772 |
|
JPL Wealth Management LLC |
26 |
- |
2024-03-31 |
27,172 |
$2,426,000 |
4,698 |
|
Integrated Wealth Concepts LLC |
564 |
- |
2024-03-31 |
19,436 |
$1,735,000 |
1,305 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1926 |
- |
2024-03-31 |
19,338 |
$1,727,000 |
19,338 |
|
BALANCED WEALTH GROUP LLC |
23 |
- |
2024-03-31 |
17,705 |
$1,566,000 |
2 |
|
New England Private Wealth Advisors LLC |
66 |
- |
2024-03-31 |
15,844 |
$1,415,000 |
2 |
|
Apollon Wealth Management LLC |
368 |
- |
2024-03-31 |
15,750 |
$1,406,000 |
366 |
|
Geneos Wealth Management Inc. |
305 |
- |
2024-03-31 |
15,382 |
$1,373,000 |
646 |
|
Atria Wealth Solutions Inc. |
788 |
- |
2024-03-31 |
14,678 |
$1,311,000 |
816 |
|
CITADEL ADVISORS LLC |
3070 |
- |
2024-03-31 |
11,176 |
$998,000 |
2,421 |
|
MML INVESTORS SERVICES LLC |
1439 |
- |
2024-03-31 |
10,855 |
$969,000 |
2,021 |
|
GeoWealth Management LLC |
311 |
- |
2024-03-31 |
10,277 |
$918,000 |
10,277 |
|
FINANCIAL NETWORK |
1548 |
- |
2024-03-31 |
9,880 |
$882,000 |
489 |
|
FLAGSHIP HARBOR ADVISORS LLC |
283 |
- |
2024-03-31 |
8,785 |
$784,000 |
66 |
|
Investors Research Corp |
142 |
- |
2024-03-31 |
8,653 |
$773,000 |
498 |
|
OPPENHEIMER & CO INC |
852 |
- |
2024-03-31 |
8,277 |
$739,000 |
149 |
|
MULTIFINANCIAL SECURITIES CORP |
1328 |
- |
2024-03-31 |
8,266 |
$738,000 |
1,011 |
|
PROSPERA FINANCIAL SERVICES |
573 |
- |
2023-12-31 |
8,425 |
$655,000 |
131 |
|
HARMONY ASSET MANAGEMENT LLC |
82 |
- |
2024-03-31 |
6,958 |
$621,000 |
1,026 |
|
CREATIVE PLANNING |
1889 |
- |
2024-03-31 |
5,270 |
$471,000 |
1,609 |
|
JANNEY MONTGOMERY SCOTT LLC |
2043 |
- |
2024-03-31 |
5,186 |
$463,000 |
207 |
|
FMR LLC |
2636 |
- |
2024-03-31 |
4,546 |
$406,000 |
433 |
|
Total Clarity Wealth Management Inc. |
165 |
- |
2024-03-31 |
4,537 |
$405,000 |
1,585 |
|
MATHER GROUP, INC. |
382 |
- |
2024-03-31 |
5,104 |
$397,000 |
180 |
|
NATIONAL ASSET MANAGEMENT, INC. |
993 |
- |
2024-03-31 |
4,923 |
$334,000 |
308 |
|
Horizon Family Wealth Inc. |
55 |
- |
2024-03-31 |
3,522 |
$314,000 |
359 |
|
Sigma Planning Corp |
944 |
- |
2024-03-31 |
3,431 |
$306,000 |
3,431 |
|
Advisor Resource Council |
180 |
- |
2024-03-31 |
3,512 |
$273,000 |
3,512 |
|
TOWER RESEARCH CAPITAL LLC |
1262 |
- |
2024-03-31 |
2,850 |
$254,000 |
707 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
2,762 |
$215,000 |
2,762 |
|
Verum Partners LLC |
146 |
- |
2024-03-31 |
2,317 |
$207,000 |
2,317 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
266 |
- |
2023-12-31 |
1,404 |
$109,000 |
2 |
|
|
44 Records found
|
1
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