|
Institutional
Holders
Total
Institutions:
|
287 0 |
|
Total
shares held :
|
10,775,321 |
|
% of shares
held :
|
87.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
658,365 |
|
% of shares
held change :
|
5.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$147.77 |
|
Last
Quarter's Ending
Price :
|
$167.96 |
|
Last
Quarter's Average
Price :
|
$155.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
23.88 (15.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
902 |
- |
2024-03-31 |
509,057 |
$91,870,000 |
-16,883 |
|
CI Private Wealth LLC |
174 |
- |
2024-03-31 |
387,022 |
$69,846,000 |
-1,272 |
|
WELLS FARGO & CO/MN |
775 |
- |
2024-03-31 |
237,916 |
$42,937,000 |
-5,228 |
|
HIGHTOWER ADVISORS, LLC |
291 |
- |
2024-03-31 |
230,856 |
$41,655,000 |
-13,122 |
|
SHAKESPEARE WEALTH MANAGEMENT INC. |
1 |
- |
2024-03-31 |
200,403 |
$36,167,000 |
-2,474 |
|
PETREDIS INVESTMENT ADVISORS LLC |
9 |
- |
2024-03-31 |
162,339 |
$29,297,000 |
-2,646 |
|
Beacon Capital Management LLC |
6 |
- |
2024-03-31 |
161,373 |
$29,123,000 |
-1,808 |
|
GOLDMAN SACHS GROUP INC/ |
1326 |
- |
2024-03-31 |
151,564 |
$27,353,000 |
-16,129 |
|
Grant Street Asset Management Inc. |
5 |
- |
2024-03-31 |
137,828 |
$24,874,000 |
-4,325 |
|
Resources Investment Advisors Inc. |
59 |
- |
2024-03-31 |
126,976 |
$22,915,000 |
-25,568 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
15 |
- |
2024-03-31 |
126,188 |
$22,773,000 |
-9,648 |
|
Provident Wealth Management LLC |
3 |
- |
2024-03-31 |
119,759 |
$21,613,000 |
-1,765 |
|
Merit Financial Group LLC |
42 |
- |
2024-03-31 |
93,800 |
$16,346,000 |
-1,919 |
|
Lutz Financial Services LLC |
20 |
- |
2024-03-31 |
82,003 |
$14,799,000 |
-6,002 |
|
STIFEL FINANCIAL CORP |
767 |
- |
2024-03-31 |
62,240 |
$11,234,000 |
-1,083 |
|
Relyea Zuckerberg Hanson LLC |
9 |
- |
2024-03-31 |
57,630 |
$10,401,000 |
-71 |
|
Rockefeller Capital Management L.P. |
527 |
- |
2024-03-31 |
50,301 |
$9,078,000 |
-6,911 |
|
Miracle Mile Advisors LLC |
79 |
- |
2024-03-31 |
50,047 |
$9,032,000 |
-764 |
|
Connecticut Wealth Management LLC |
38 |
- |
2024-03-31 |
47,151 |
$8,509,000 |
-497 |
|
GRAYHAWK INVESTMENT STRATEGIES INC. |
4 |
- |
2024-03-31 |
43,730 |
$7,892,000 |
-115,000 |
|
WAGNER CAPITAL MANAGEMENT CORP |
38 |
- |
2024-03-31 |
43,257 |
$7,807,000 |
-3,490 |
|
MARINER WEALTH ADVISORS, LLC |
612 |
- |
2024-03-31 |
39,431 |
$7,116,000 |
-5,985 |
|
Betterment LLC |
95 |
- |
2024-03-31 |
37,408 |
$6,751,000 |
-1,472 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
36,145 |
$6,071,000 |
-445 |
|
AA Financial Advisors LLC |
11 |
- |
2024-03-31 |
32,394 |
$5,846,000 |
-702 |
|
Strategies Wealth Advisors LLC |
18 |
- |
2024-03-31 |
31,669 |
$5,715,000 |
-2 |
|
Virtue Capital Management LLC |
22 |
- |
2024-03-31 |
32,487 |
$5,646,000 |
-807 |
|
Mutual Advisors LLC |
129 |
- |
2024-03-31 |
27,618 |
$4,984,000 |
-10,142 |
|
Family Firm Inc. |
21 |
- |
2024-03-31 |
25,839 |
$4,663,000 |
-1,395 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
295 |
- |
2024-03-31 |
24,305 |
$4,386,000 |
-632 |
|
Krasney Financial LLC |
52 |
- |
2024-03-31 |
22,666 |
$4,091,000 |
-932 |
|
LAZARD ASSET MANAGEMENT LLC |
558 |
- |
2024-03-31 |
22,063 |
$3,981,000 |
-463 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
95 |
- |
2024-03-31 |
21,106 |
$3,809,000 |
-440 |
|
Arlington Trust Co LLC |
16 |
- |
2024-03-31 |
20,529 |
$3,705,000 |
-516 |
|
JANNEY MONTGOMERY SCOTT LLC |
885 |
- |
2024-03-31 |
19,739 |
$3,562,000 |
-208 |
|
VALMARK ADVISERS INC |
123 |
- |
2024-03-31 |
18,532 |
$3,344,000 |
-589 |
|
HPM Partners LLC |
823 |
- |
2024-03-31 |
16,178 |
$2,920,000 |
-3,222 |
|
Ronald Blue Trust Inc. |
88 |
- |
2024-03-31 |
15,184 |
$2,740,000 |
-348 |
|
JOHNSON INVESTMENT COUNSEL INC |
222 |
- |
2024-03-31 |
14,823 |
$2,675,000 |
-1,265 |
|
Concurrent Investment Advisors LLC |
198 |
- |
2024-03-31 |
14,611 |
$2,637,000 |
-1,377 |
|
Intrua Financial LLC |
49 |
- |
2023-03-31 |
15,730 |
$2,295,000 |
-4,085 |
|
Bluesphere Advisors LLC |
14 |
- |
2024-03-31 |
12,314 |
$2,222,000 |
-830 |
|
Stonebridge Financial Planning Group LLC |
23 |
- |
2024-03-31 |
11,564 |
$2,087,000 |
-100 |
|
TD Waterhouse Canada Inc. |
386 |
- |
2024-03-31 |
10,048 |
$2,071,000 |
-505 |
|
HARBOUR INVESTMENTS INC. |
229 |
- |
2023-12-31 |
11,745 |
$1,973,000 |
-3 |
|
COMERICA BANK |
1208 |
- |
2024-03-31 |
10,288 |
$1,857,000 |
-11,105 |
|
Efficient Wealth Management LLC |
26 |
- |
2024-03-31 |
10,267 |
$1,853,000 |
-1,629 |
|
Verum Partners LLC |
37 |
- |
2024-03-31 |
10,055 |
$1,815,000 |
-1,657 |
|
SAVANT CAPITAL MANAGEMENT INC |
385 |
- |
2024-03-31 |
9,964 |
$1,798,000 |
-181 |
|
MODERA WEALTH MANAGEMENT, LLC |
241 |
- |
2024-03-31 |
9,587 |
$1,730,000 |
-121 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
180 |
- |
2024-03-31 |
9,493 |
$1,713,000 |
-1,384 |
|
Beacon Bridge Wealth Partners LLC |
35 |
- |
2024-03-31 |
9,493 |
$1,713,000 |
-387 |
|
HUNTINGTON ASSET ADVISORS INC. |
49 |
- |
2024-03-31 |
8,409 |
$1,518,000 |
-3,129 |
|
BRAGG FINANCIAL ADVISORS INC |
187 |
- |
2024-03-31 |
7,653 |
$1,381,000 |
-2,057 |
|
GELLER FAMILY OFFICE SERVICES LLC |
51 |
- |
2024-03-31 |
7,552 |
$1,363,000 |
-1,756 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
883 |
- |
2023-09-30 |
8,879 |
$1,320,000 |
-400 |
|
WEDBUSH MORGAN SECURITIES INC |
304 |
- |
2024-03-31 |
7,207 |
$1,301,000 |
-445 |
|
Sierra Capital LLC |
67 |
- |
2024-03-31 |
6,553 |
$1,183,000 |
-4,769 |
|
FIERA SCEPTRE INC. |
321 |
- |
2024-03-31 |
6,297 |
$1,136,000 |
-1,636 |
|
KWB Wealth |
57 |
- |
2024-03-31 |
6,064 |
$1,094,000 |
-3 |
|
Beaumont Asset Management L.L.C. |
31 |
- |
2024-03-31 |
5,803 |
$1,047,000 |
-234 |
|
COMERICA SECURITIESINC. |
210 |
- |
2023-09-30 |
6,265 |
$936,000 |
-38 |
|
CREATIVE PLANNING |
1455 |
- |
2024-03-31 |
4,650 |
$839,000 |
-330 |
|
CENTAURUS FINANCIAL INC. |
278 |
- |
2024-03-31 |
4,565 |
$824,000 |
-20 |
|
Sawtooth Asset Management Inc. |
520 |
- |
2023-12-31 |
4,609 |
$774,000 |
-651 |
|
Bleakley Financial Group LLC |
536 |
- |
2024-03-31 |
3,703 |
$668,000 |
-906 |
|
NATIONAL ASSET MANAGEMENT, INC. |
679 |
- |
2024-03-31 |
4,261 |
$637,000 |
-240 |
|
Marshall Financial Group LLC |
122 |
- |
2024-03-31 |
3,513 |
$634,000 |
-20 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
134 |
- |
2024-03-31 |
3,503 |
$632,000 |
-608 |
|
Rodgers & Associates LTD |
58 |
- |
2024-03-31 |
3,470 |
$626,000 |
-80 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
80 |
- |
2024-03-31 |
3,355 |
$605,000 |
-81 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
89 |
- |
2024-03-31 |
3,200 |
$553,000 |
-1,400 |
|
AE Wealth Management LLC |
818 |
- |
2024-03-31 |
2,730 |
$493,000 |
-173,145 |
|
Western Wealth Management LLC |
366 |
- |
2024-03-31 |
2,714 |
$490,000 |
-109 |
|
RFG Advisory Group LLC |
511 |
- |
2024-03-31 |
2,663 |
$481,000 |
-4,921 |
|
COLONY GROUP LLC |
561 |
- |
2023-09-30 |
3,232 |
$481,000 |
-163 |
|
Newbridge Financial Services Group Inc. |
107 |
- |
2024-03-31 |
2,499 |
$451,000 |
-712 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1367 |
- |
2024-03-31 |
2,316 |
$418,000 |
-205 |
|
PARK AVENUE SECURITIES LLC |
1048 |
- |
2024-03-31 |
2,244 |
$405,000 |
-45 |
|
GTS SECURITIES LLC |
874 |
- |
2024-03-31 |
2,232 |
$403,000 |
-8,022 |
|
OPPENHEIMER & CO INC |
1082 |
- |
2024-03-31 |
2,170 |
$392,000 |
-1 |
|
NORTHERN TRUST CORP |
3640 |
- |
2024-03-31 |
2,166 |
$391,000 |
-34 |
|
Archer Investment Corp |
167 |
- |
2024-03-31 |
2,072 |
$374,000 |
-22 |
|
Arkadios Wealth Advisors |
513 |
- |
2024-03-31 |
1,793 |
$324,000 |
-197 |
|
Secure Asset Management LLC |
187 |
- |
2024-03-31 |
1,576 |
$284,000 |
-2,329 |
|
Asset Management Advisors LLC |
15 |
- |
2024-03-31 |
1,573 |
$284,000 |
-57 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
592 |
- |
2024-03-31 |
1,519 |
$274,000 |
-18 |
|
VERUS CAPITAL PARTNERS LLC |
326 |
- |
2024-03-31 |
1,160 |
$209,000 |
-240 |
|
MBB PUBLIC MARKETS I LLC |
259 |
- |
2024-03-31 |
1,140 |
$206,000 |
-2,083 |
|
Global Retirement Partners LLC |
837 |
- |
2024-03-31 |
957 |
$173,000 |
-8 |
|
Guardian Wealth Management Inc. |
68 |
- |
2024-03-31 |
951 |
$172,000 |
-510 |
|
Smartleaf Asset Management LLC |
373 |
- |
2024-03-31 |
902 |
$152,000 |
-44 |
|
Parallel Advisors LLC |
1090 |
- |
2024-03-31 |
641 |
$116,000 |
-14 |
|
Qube Research & Technologies Ltd |
2876 |
- |
2024-03-31 |
468 |
$84,000 |
-59 |
|
ICA Group Wealth Management LLC |
481 |
- |
2024-03-31 |
395 |
$71,000 |
-10 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1386 |
- |
2024-03-31 |
58 |
$10,000 |
-749 |
|
|
96 Records found
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1
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