|
Institutional
Holders
Total
Institutions:
|
847 10 |
|
Total
shares held :
|
249,396,289 |
|
% of shares
held :
|
13.3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
6,693,645 |
|
% of shares
held change :
|
0.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.56 |
|
Last
Quarter's Ending
Price :
|
$65.06 |
|
Last
Quarter's Average
Price :
|
$61.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.61 (22.07%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
49
|
1,540,764
|
0.62%
|
|
|
Increased
Positions : |
354
|
24,014,370
|
9.63%
|
|
|
Unchanged
Positions : |
142
|
7,326,405
|
2.94%
|
|
|
Decreased
Positions : |
302
|
-15,739,308
|
-6.31%
|
|
|
Closed
Positions : |
39
|
-3,122,181
|
-1.25%
|
|
|
Guru
Positions : |
1
|
5,862
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Levy Wealth Management Group LLC |
7 |
- |
2024-03-31 |
144,588 |
$9,407,000 |
0 |
|
EverSource Wealth Advisors LLC |
42 |
- |
2024-03-31 |
96,282 |
$6,264,000 |
0 |
|
Systematic Alpha Investments LLC |
60 |
- |
2024-03-31 |
70,000 |
$5,121,000 |
0 |
|
QUADRANT CAPITAL GROUP LLC |
51 |
- |
2024-03-31 |
44,533 |
$3,258,000 |
0 |
|
BLB&B ADVISORS LLC |
105 |
- |
2024-03-31 |
19,226 |
$1,406,000 |
0 |
|
Turtle Creek Wealth Advisors LLC |
66 |
- |
2024-03-31 |
18,914 |
$1,384,000 |
0 |
|
HBW Advisory Services LLC |
102 |
- |
2024-03-31 |
21,070 |
$1,371,000 |
0 |
|
Three Bridge Wealth Advisors LLC |
33 |
- |
2024-03-31 |
18,200 |
$1,331,000 |
0 |
|
MY Wealth Management Inc. |
17 |
- |
2024-03-31 |
13,340 |
$976,000 |
0 |
|
Sunesis Advisors LLC |
29 |
- |
2024-03-31 |
13,074 |
$956,000 |
0 |
|
Waldron LP |
171 |
- |
2024-03-31 |
12,436 |
$910,000 |
0 |
|
Ayalon Holdings Ltd. |
54 |
- |
2024-03-31 |
12,122 |
$887,000 |
0 |
|
Certified Advisory Corp |
139 |
- |
2024-03-31 |
11,831 |
$865,000 |
0 |
|
InterOcean Capital Group LLC |
237 |
- |
2024-03-31 |
11,216 |
$820,000 |
0 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
65 |
- |
2023-06-30 |
13,000 |
$793,000 |
0 |
|
Summit Trail Advisors LLC |
254 |
- |
2024-03-31 |
10,749 |
$786,000 |
0 |
|
LWMG LLC |
42 |
- |
2024-03-31 |
9,864 |
$722,000 |
0 |
|
Spotlight Asset Group Inc. |
43 |
- |
2024-03-31 |
7,782 |
$569,000 |
0 |
|
Ellevest Inc. |
187 |
- |
2024-03-31 |
7,204 |
$527,000 |
0 |
|
YALE CAPITAL CORP |
320 |
- |
2024-03-31 |
7,184 |
$526,000 |
0 |
|
Commonwealth Financial Services LLC |
93 |
- |
2024-03-31 |
6,958 |
$453,000 |
0 |
|
AJ WEALTH STRATEGIES LLC |
192 |
- |
2023-06-30 |
7,213 |
$440,000 |
0 |
|
United Community Bank |
106 |
- |
2024-03-31 |
5,992 |
$438,000 |
0 |
|
Delta Financial Group Inc. |
134 |
- |
2024-03-31 |
5,833 |
$427,000 |
0 |
|
Smith Anglin Financial LLC |
119 |
- |
2024-03-31 |
5,800 |
$424,000 |
0 |
|
Sheaff Brock Investment Advisors LLC |
300 |
- |
2024-03-31 |
5,718 |
$418,000 |
0 |
|
CALLAN CAPITAL, LLC |
165 |
- |
2024-03-31 |
5,648 |
$413,000 |
0 |
|
FIDUCIARY TRUST CO |
502 |
- |
2024-03-31 |
5,358 |
$392,000 |
0 |
|
CAHABA WEALTH MANAGEMENT INC. |
99 |
- |
2024-03-31 |
5,338 |
$390,000 |
0 |
|
Acorn Wealth Advisors LLC |
108 |
- |
2024-03-31 |
5,101 |
$373,000 |
0 |
|
TCG Advisory Services LLC |
317 |
- |
2024-03-31 |
5,051 |
$369,000 |
0 |
|
AMG NATIONAL TRUST BANK |
360 |
- |
2024-03-31 |
4,800 |
$351,000 |
0 |
|
HHM Wealth Advisors LLC |
101 |
- |
2024-03-31 |
4,715 |
$345,000 |
0 |
|
Americana Partners LLC |
274 |
- |
2024-03-31 |
4,505 |
$330,000 |
0 |
|
SONATA CAPITAL GROUP INC |
98 |
- |
2024-03-31 |
4,055 |
$297,000 |
0 |
|
Column Capital Advisors LLC |
112 |
- |
2023-09-30 |
4,914 |
$291,000 |
0 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
56 |
- |
2024-03-31 |
3,946 |
$289,000 |
0 |
|
CLIENT 1ST ADVISORY GROUP LLC |
88 |
- |
2024-03-31 |
3,913 |
$286,000 |
0 |
|
BKD WEALTH ADVISORS LLC |
353 |
- |
2024-03-31 |
3,739 |
$274,000 |
0 |
|
Keeley-Teton Advisors LLC |
325 |
- |
2024-03-31 |
3,750 |
$274,000 |
0 |
|
Equius Partners Inc. |
15 |
- |
2022-12-31 |
5,340 |
$271,000 |
0 |
|
Kelman-Lazarov Inc. |
89 |
- |
2024-03-31 |
3,659 |
$268,000 |
0 |
|
AFS Financial Group LLC |
16 |
- |
2024-03-31 |
3,541 |
$259,000 |
0 |
|
Olistico Wealth LLC |
94 |
- |
2024-03-31 |
3,445 |
$252,000 |
0 |
|
MATRIX ASSET ADVISORS INC/NY |
89 |
- |
2024-03-31 |
3,212 |
$235,000 |
0 |
|
Solano Wealth Management Inc. |
31 |
- |
2024-03-31 |
3,080 |
$225,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
150 |
- |
2024-03-31 |
3,295 |
$214,000 |
0 |
|
FinTrust Capital Advisors LLC |
276 |
- |
2024-03-31 |
2,893 |
$212,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
716 |
- |
2024-03-31 |
3,121 |
$203,000 |
0 |
|
Raleigh Capital Management Inc. |
214 |
- |
2024-03-31 |
2,300 |
$168,000 |
0 |
|
Parallel Advisors LLC |
945 |
- |
2024-03-31 |
2,164 |
$158,000 |
0 |
|
MGB Wealth Management LLC |
196 |
- |
2024-03-31 |
1,855 |
$136,000 |
0 |
|
Morling Financial Advisors LLC |
71 |
- |
2024-03-31 |
1,781 |
$130,000 |
0 |
|
CAMBRIDGE TRUST CO |
314 |
- |
2023-12-31 |
1,950 |
$127,000 |
0 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
490 |
- |
2024-03-31 |
1,703 |
$125,000 |
0 |
|
Mascoma Wealth Management LLC |
125 |
- |
2024-03-31 |
1,600 |
$117,000 |
0 |
|
MARQUETTE ASSET MANAGEMENT INC. |
111 |
- |
2024-03-31 |
1,520 |
$111,000 |
0 |
|
Cassady Schiller Wealth Management LLC |
150 |
- |
2024-03-31 |
1,463 |
$107,000 |
0 |
|
Vermillion & White Wealth Management Group LLC |
82 |
- |
2024-03-31 |
1,339 |
$98,000 |
0 |
|
Fairman Group LLC |
76 |
- |
2024-03-31 |
1,250 |
$91,000 |
0 |
|
Capital Advisors Ltd. LLC |
353 |
- |
2024-03-31 |
1,183 |
$87,000 |
0 |
|
Carmichael Hill & Associates Inc. |
245 |
- |
2024-03-31 |
1,088 |
$80,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
712 |
- |
2024-03-31 |
1,093 |
$80,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
309 |
- |
2024-03-31 |
1,000 |
$73,000 |
0 |
|
BARCLAYS PLC |
3590 |
- |
2024-03-31 |
1,000 |
$73,000 |
0 |
|
WHITTIER TRUST CO |
874 |
- |
2024-03-31 |
904 |
$66,000 |
0 |
|
Providence Capital Advisors LLC |
147 |
- |
2024-03-31 |
883 |
$65,000 |
0 |
|
Truvestments Capital LLC |
328 |
- |
2024-03-31 |
857 |
$63,000 |
0 |
|
GRAND WEALTH MANAGEMENT LLC |
55 |
- |
2024-03-31 |
846 |
$62,000 |
0 |
|
Clear Perspectives Financial Planning LLC |
65 |
- |
2023-03-31 |
1,100 |
$61,000 |
0 |
|
DUNCKER STREETT & CO INC |
309 |
- |
2024-03-31 |
750 |
$55,000 |
0 |
|
Stephens Consulting LLC |
173 |
- |
2024-03-31 |
720 |
$53,000 |
0 |
|
CITY HOLDING CO |
316 |
- |
2024-03-31 |
680 |
$50,000 |
0 |
|
Lowe fs LLC |
121 |
- |
2024-03-31 |
625 |
$46,000 |
0 |
|
Retirement Group LLC |
275 |
- |
2024-03-31 |
500 |
$37,000 |
0 |
|
Hartland & Co. LLC |
839 |
- |
2024-03-31 |
484 |
$36,000 |
0 |
|
Pineridge Advisors LLC |
162 |
- |
2024-03-31 |
472 |
$35,000 |
0 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
302 |
- |
2024-03-31 |
468 |
$34,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
455 |
- |
2024-03-31 |
449 |
$33,000 |
0 |
|
Princeton Global Asset Management LLC |
320 |
- |
2024-03-31 |
430 |
$31,000 |
0 |
|
Nalls Sherbakoff Group LLC |
213 |
- |
2023-12-31 |
400 |
$26,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
197 |
- |
2024-03-31 |
345 |
$25,000 |
0 |
|
New Republic Capital LLC |
193 |
- |
2024-03-31 |
346 |
$25,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
702 |
- |
2024-03-31 |
347 |
$25,000 |
0 |
|
Integrity Financial Corp /WA |
165 |
- |
2024-03-31 |
331 |
$24,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
491 |
- |
2024-03-31 |
336 |
$24,000 |
0 |
|
HM PAYSON & CO |
721 |
- |
2023-12-31 |
336 |
$22,000 |
0 |
|
MCF Advisors LLC |
515 |
- |
2024-03-31 |
283 |
$21,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
473 |
- |
2024-03-31 |
330 |
$21,000 |
0 |
|
CVA Family Office LLC |
634 |
- |
2024-03-31 |
286 |
$21,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
198 |
- |
2024-03-31 |
265 |
$19,000 |
0 |
|
NVWM LLC |
280 |
- |
2024-03-31 |
250 |
$18,000 |
0 |
|
Westside Investment Management Inc. |
512 |
- |
2024-03-31 |
220 |
$16,000 |
0 |
|
TRUST CO OF VERMONT |
643 |
- |
2024-03-31 |
215 |
$16,000 |
0 |
|
Pinnacle Bank |
596 |
- |
2024-03-31 |
200 |
$15,000 |
0 |
|
Element Wealth LLC |
215 |
- |
2024-03-31 |
200 |
$15,000 |
0 |
|
Oakworth Capital Inc. |
436 |
- |
2024-03-31 |
190 |
$14,000 |
0 |
|
WASHINGTON TRUST CO |
631 |
- |
2024-03-31 |
160 |
$12,000 |
0 |
|
Horizons Wealth Management |
130 |
- |
2024-03-31 |
158 |
$10,000 |
0 |
|
Nemes Rush Group LLC |
439 |
- |
2024-03-31 |
135 |
$10,000 |
0 |
|
|
100 Records found
|
1
|
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