|
Institutional
Holders
Total
Institutions:
|
286 8 |
|
Total
shares held :
|
9,284,508 |
|
% of shares
held :
|
51.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
1,985,202 |
|
% of shares
held change :
|
11.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$68.58 |
|
Last
Quarter's Ending
Price :
|
$73.46 |
|
Last
Quarter's Average
Price :
|
$70.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.22 (4.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Rockefeller Capital Management L.P. |
216 |
- |
2024-03-31 |
464,639 |
$34,132,000 |
-60 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
331 |
- |
2024-03-31 |
204,084 |
$14,992,000 |
-11,037 |
|
LBMC INVESTMENT ADVISORS, LLC |
18 |
- |
2024-03-31 |
139,630 |
$10,257,000 |
-879 |
|
PATTON ALBERTSON & MILLER, LLC |
19 |
- |
2024-03-31 |
113,065 |
$8,306,000 |
-1,398 |
|
Waterloo Capital L.P. |
28 |
- |
2024-03-31 |
105,495 |
$7,750,000 |
-137,967 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
917 |
- |
2024-03-31 |
104,280 |
$7,660,000 |
-50,418 |
|
MORGAN STANLEY |
3595 |
- |
2024-03-31 |
91,738 |
$6,739,000 |
-64,356 |
|
Wealth Alliance |
21 |
- |
2024-03-31 |
66,341 |
$4,873,000 |
-413 |
|
WELLS FARGO & CO/MN |
1983 |
- |
2024-03-31 |
65,969 |
$4,846,000 |
-1,112,573 |
|
Comprehensive Portfolio Management LLC |
115 |
- |
2024-03-31 |
47,497 |
$3,489,000 |
-1,697 |
|
Fort Henry Capital LLC |
8 |
- |
2024-03-31 |
45,664 |
$3,354,000 |
-194 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
44,200 |
$3,052,000 |
-1,267 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
824 |
- |
2024-03-31 |
37,643 |
$2,765,000 |
-7,858 |
|
Ahrens Investment Partners LLC |
18 |
- |
2023-03-31 |
39,823 |
$2,532,000 |
-1,009 |
|
Weaver Consulting Group |
27 |
- |
2024-03-31 |
34,258 |
$2,517,000 |
-870 |
|
MARINO STRAM & ASSOCIATES LLC |
33 |
- |
2024-03-31 |
33,264 |
$2,444,000 |
-39 |
|
Trilogy Capital Inc. |
125 |
- |
2024-03-31 |
33,118 |
$2,433,000 |
-9,316 |
|
Archford Capital Strategies LLC |
70 |
- |
2024-03-31 |
29,321 |
$2,154,000 |
-540 |
|
HPM Partners LLC |
953 |
- |
2024-03-31 |
28,151 |
$2,068,000 |
-519 |
|
Kestra Advisory Services LLC |
865 |
- |
2024-03-31 |
27,817 |
$2,043,000 |
-361 |
|
AMERIPRISE FINANCIAL INC |
2796 |
- |
2024-03-31 |
27,308 |
$2,006,000 |
-36,829 |
|
CAPTRUST FINANCIAL ADVISORS |
801 |
- |
2024-03-31 |
27,074 |
$1,989,000 |
-3,221 |
|
Mutual Advisors LLC |
277 |
- |
2024-03-31 |
26,711 |
$1,962,000 |
-1,308 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
100 |
- |
2024-03-31 |
26,530 |
$1,949,000 |
-1,407 |
|
Advisor Group Holdings Inc. |
1718 |
- |
2024-03-31 |
26,205 |
$1,926,000 |
-1,068 |
|
Adviser Investments LLC |
245 |
- |
2024-03-31 |
26,109 |
$1,918,000 |
-1,807 |
|
PEREGRINE ASSET ADVISERS, INC. |
39 |
- |
2024-03-31 |
25,092 |
$1,843,000 |
-257 |
|
STIFEL FINANCIAL CORP |
1793 |
- |
2024-03-31 |
24,199 |
$1,778,000 |
-170,409 |
|
ROYAL BANK OF CANADA |
2609 |
- |
2024-03-31 |
23,807 |
$1,749,000 |
-14,137 |
|
Visionary Wealth Advisors |
181 |
- |
2024-03-31 |
23,269 |
$1,709,000 |
-18 |
|
UBS Group AG |
3130 |
- |
2024-03-31 |
22,331 |
$1,640,000 |
-7,148 |
|
Buttonwood Financial Group LLC |
19 |
- |
2024-03-31 |
21,910 |
$1,610,000 |
-317 |
|
ARGI INVESTMENT SERVICES, LLC |
188 |
- |
2022-12-31 |
26,516 |
$1,584,000 |
-594 |
|
Polaris Wealth Advisers LLC |
107 |
- |
2023-09-30 |
23,817 |
$1,512,000 |
-1,946 |
|
Venturi Wealth Management LLC |
127 |
- |
2024-03-31 |
20,366 |
$1,496,000 |
-1,170 |
|
CAPITAL INSIGHT PARTNERS LLC |
78 |
- |
2024-03-31 |
19,379 |
$1,424,000 |
-517 |
|
Private Advisor Group LLC |
989 |
- |
2024-03-31 |
19,151 |
$1,407,000 |
-1,521 |
|
One Capital Management LLC |
163 |
- |
2024-03-31 |
19,024 |
$1,398,000 |
-1,742 |
|
MARINER WEALTH ADVISORS, LLC |
1331 |
- |
2024-03-31 |
17,853 |
$1,311,000 |
-979 |
|
Corrigan Financial Inc. |
34 |
- |
2024-03-31 |
15,891 |
$1,167,000 |
-1,594 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1966 |
- |
2024-03-31 |
15,459 |
$1,136,000 |
-1,885 |
|
TRUE Private Wealth Advisors |
89 |
- |
2024-03-31 |
15,256 |
$1,121,000 |
-45 |
|
Worth Financial Advisory Group LLC |
35 |
- |
2024-03-31 |
14,489 |
$1,064,000 |
-451 |
|
RENAISSANCE TECHNOLOGIES LLC |
2450 |
- |
2024-03-31 |
14,400 |
$1,058,000 |
-14,322 |
|
Cornerstone Planning Group LLC |
25 |
- |
2024-03-31 |
14,294 |
$1,032,000 |
-147 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2551 |
- |
2024-03-31 |
13,789 |
$1,013,000 |
-497 |
|
NICOLET ADVISORY SERVICES LLC |
96 |
- |
2024-03-31 |
13,366 |
$975,000 |
-482 |
|
MERCER GLOBAL ADVISORS INC /ADV |
977 |
- |
2024-03-31 |
13,246 |
$973,000 |
-1,099 |
|
Per Stirling Capital Management LLC. |
94 |
- |
2024-03-31 |
12,756 |
$937,000 |
-2,016 |
|
AE Wealth Management LLC |
696 |
- |
2024-03-31 |
10,871 |
$799,000 |
-30,666 |
|
EFFICIENT ADVISORS, LLC |
49 |
- |
2024-03-31 |
10,816 |
$795,000 |
-560 |
|
RIA Advisory Group LLC |
48 |
- |
2024-03-31 |
10,542 |
$774,000 |
-35,404 |
|
Lido Advisors LLC |
665 |
- |
2024-03-31 |
10,528 |
$773,000 |
-637 |
|
RAYMOND JAMES & ASSOCIATES |
2760 |
- |
2024-03-31 |
10,165 |
$747,000 |
-362,910 |
|
Integrity Financial Corp /WA |
47 |
- |
2024-03-31 |
9,966 |
$732,000 |
-533 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
177 |
- |
2024-03-31 |
9,805 |
$720,000 |
-863 |
|
Wealthquest Corp |
61 |
- |
2024-03-31 |
9,368 |
$688,000 |
-723 |
|
COURAGE MILLER PARTNERS, LLC |
48 |
- |
2024-03-31 |
9,326 |
$685,000 |
-31 |
|
CITADEL ADVISORS LLC |
3458 |
- |
2024-03-31 |
8,975 |
$659,000 |
-7,783 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
47 |
- |
2024-03-31 |
8,754 |
$643,000 |
-1,860 |
|
BRIGHTON JONES LLC |
306 |
- |
2024-03-31 |
8,434 |
$620,000 |
-537 |
|
KOCHIS FITZ/QUINTILE LLC |
181 |
- |
2024-03-31 |
8,022 |
$589,000 |
-2,471 |
|
JNBA FINANCIAL ADVISORS |
124 |
- |
2024-03-31 |
7,926 |
$582,000 |
-4,724 |
|
We Are One Seven LLC |
482 |
- |
2024-03-31 |
7,851 |
$577,000 |
-1,388 |
|
ENVESTNET ASSET MANAGEMENT INC |
3341 |
- |
2024-03-31 |
7,540 |
$554,000 |
-41,967 |
|
Fidato Wealth LLC |
9 |
- |
2024-03-31 |
7,225 |
$531,000 |
-70 |
|
Boston Standard Wealth Management LLC |
31 |
- |
2024-03-31 |
7,222 |
$531,000 |
-199 |
|
Great Point Wealth Advisors LLC |
44 |
- |
2024-03-31 |
6,940 |
$510,000 |
-1,276 |
|
ADVISORY SERVICES NETWORK, LLC |
988 |
- |
2024-03-31 |
6,312 |
$464,000 |
-6,567 |
|
Resources Investment Advisors Inc. |
765 |
- |
2024-03-31 |
6,094 |
$448,000 |
-925 |
|
West Wealth Group LLC |
49 |
- |
2024-03-31 |
5,895 |
$433,000 |
-54 |
|
Capital Investment Advisory Services LLC |
330 |
- |
2024-03-31 |
5,867 |
$431,000 |
-15 |
|
COMERICA BANK |
1946 |
- |
2024-03-31 |
5,760 |
$423,000 |
-577 |
|
Mountain Capital Investment Advisors Inc |
24 |
- |
2024-03-31 |
5,618 |
$410,000 |
-87 |
|
Cornerstone Wealth Management LLC |
374 |
- |
2024-03-31 |
5,353 |
$393,000 |
-2 |
|
SWP FINANCIAL LLC |
28 |
- |
2024-03-31 |
5,274 |
$387,000 |
-53 |
|
Western Wealth Management LLC |
432 |
- |
2024-03-31 |
5,183 |
$381,000 |
-3,746 |
|
Sovereign Financial Group Inc. |
187 |
- |
2024-03-31 |
4,980 |
$366,000 |
-147 |
|
Gould Capital LLC |
48 |
- |
2024-03-31 |
4,964 |
$365,000 |
-55 |
|
Financial Strategies Group Inc. |
63 |
- |
2024-03-31 |
4,341 |
$317,000 |
-188 |
|
CLIENT 1ST ADVISORY GROUP LLC |
83 |
- |
2024-03-31 |
4,225 |
$310,000 |
-422 |
|
HALBERT, HARGROVE/RUSSELL LLC |
68 |
- |
2024-03-31 |
4,088 |
$300,000 |
-120 |
|
BCGM Wealth Management LLC |
117 |
- |
2024-03-31 |
4,069 |
$299,000 |
-3,012 |
|
MODERA WEALTH MANAGEMENT, LLC |
485 |
- |
2024-03-31 |
4,001 |
$294,000 |
-2 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
369 |
- |
2024-03-31 |
4,002 |
$293,000 |
-857 |
|
HARBOUR INVESTMENTS INC. |
724 |
- |
2023-12-31 |
4,121 |
$285,000 |
-4,797 |
|
Landmark Wealth Management LLC |
65 |
- |
2024-03-31 |
3,764 |
$277,000 |
-698 |
|
TBH Global Asset Management LLC |
221 |
- |
2024-03-31 |
3,758 |
$276,000 |
-2,160 |
|
FIFTH THIRD BANCORP |
912 |
- |
2024-03-31 |
3,676 |
$270,000 |
-5,676 |
|
FAMILY WEALTH PARTNERS LLC |
40 |
- |
2024-03-31 |
3,504 |
$257,000 |
-418 |
|
Mezzasalma Advisors LLC |
89 |
- |
2024-03-31 |
3,321 |
$244,000 |
-1,862 |
|
Guardian Financial Partners LLC |
43 |
- |
2024-03-31 |
3,056 |
$225,000 |
-119 |
|
Sontag Advisory LLC |
572 |
- |
2024-03-31 |
3,060 |
$225,000 |
-750 |
|
TL Private Wealth |
40 |
- |
2024-03-31 |
2,890 |
$211,000 |
-35 |
|
Aptus Capital Advisors LLC |
753 |
- |
2024-03-31 |
1,975 |
$145,000 |
-11,836 |
|
PNC FINANCIAL SERVICES GROUP INC |
2550 |
- |
2024-03-31 |
1,515 |
$111,000 |
-107 |
|
CENTAURUS FINANCIAL INC. |
741 |
- |
2024-03-31 |
1,450 |
$107,000 |
-50 |
|
CWM LLC |
1841 |
- |
2024-03-31 |
1,435 |
$105,000 |
-1,663 |
|
CarsonAllaria Wealth Management Ltd. |
99 |
- |
2024-03-31 |
1,413 |
$104,000 |
-166 |
|
IFP Advisors Inc |
1207 |
- |
2023-12-31 |
1,489 |
$103,000 |
-1,641 |
|
|
100 Records found
|
1
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