|
Institutional
Holders
Total
Institutions:
|
271 15 |
|
Total
shares held :
|
41,239,660 |
|
% of shares
held :
|
45.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
170,688 |
|
% of shares
held change :
|
0.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RENAISSANCE TECHNOLOGIES LLC |
211 |
- |
2024-03-31 |
1,456,000 |
$72,145,000 |
-57,107 |
|
Colony Family Offices LLC |
2 |
- |
2024-03-31 |
853,800 |
$42,306,000 |
-12,288 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
434,192 |
$21,466,000 |
-2,869 |
|
Fortis Advisors LLC |
1 |
- |
2024-03-31 |
429,998 |
$21,306,000 |
-12,476 |
|
Capital Analysts Inc. |
18 |
- |
2024-03-31 |
420,811 |
$20,851,000 |
-8,695 |
|
HORIZON ASSET MANAGEMENT INC/NY |
42 |
- |
2024-03-31 |
275,546 |
$13,653,000 |
-16,085 |
|
Schulz Wealth LTD. |
3 |
- |
2024-03-31 |
227,228 |
$11,259,000 |
-23,742 |
|
AE Wealth Management LLC |
207 |
- |
2024-03-31 |
209,964 |
$10,404,000 |
-11,242 |
|
Ariel Capital Advisors LLC |
9 |
- |
2024-03-31 |
206,600 |
$10,237,000 |
-100 |
|
Advisor Group Holdings Inc. |
779 |
- |
2024-03-31 |
163,727 |
$8,113,000 |
-43,696 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
905 |
- |
2024-03-31 |
158,147 |
$7,836,000 |
-2,687 |
|
NVWM LLC |
6 |
- |
2024-03-31 |
154,366 |
$7,649,000 |
-7,827 |
|
Scott Capital Advisors LLC |
14 |
- |
2024-03-31 |
149,550 |
$7,386,000 |
-687 |
|
BLAIR WILLIAM & CO/IL |
394 |
- |
2024-03-31 |
140,702 |
$6,972,000 |
-12,575 |
|
ROYAL BANK OF CANADA |
1729 |
- |
2024-03-31 |
136,036 |
$6,741,000 |
-12,068 |
|
ECLECTIC ASSOCIATES INC /ADV |
5 |
- |
2024-03-31 |
134,217 |
$6,650,000 |
-12,303 |
|
MADISON WEALTH MANAGEMENT |
20 |
- |
2023-09-30 |
126,555 |
$6,225,000 |
-4,895 |
|
Kathmere Capital Management LLC |
35 |
- |
2024-03-31 |
121,094 |
$6,000,000 |
-5,939 |
|
Annapolis Financial Services LLC |
19 |
- |
2024-03-31 |
106,579 |
$5,281,000 |
-4,688 |
|
McClarren Financial Advisors Inc. |
8 |
- |
2024-03-31 |
6,392 |
$4,911,000 |
-72,938 |
|
BANK OF MONTREAL /CAN/ |
1096 |
- |
2024-03-31 |
87,290 |
$4,327,000 |
-1,110 |
|
Rockefeller Capital Management L.P. |
742 |
- |
2024-03-31 |
84,909 |
$4,207,000 |
-87,270 |
|
MML INVESTORS SERVICES LLC |
732 |
- |
2024-03-31 |
82,342 |
$4,080,000 |
-7,667 |
|
MARINER WEALTH ADVISORS, LLC |
810 |
- |
2024-03-31 |
82,035 |
$4,065,000 |
-17,083 |
|
ADVISORY RESEARCH INC |
35 |
- |
2024-03-31 |
81,475 |
$4,037,000 |
-6,060 |
|
American Trust |
59 |
- |
2023-12-31 |
78,607 |
$3,886,000 |
-9,411 |
|
CREATIVE PLANNING |
703 |
- |
2024-03-31 |
76,524 |
$3,792,000 |
-17,492 |
|
SP Asset Management LLC |
50 |
- |
2024-03-31 |
76,164 |
$3,774,000 |
-33,899 |
|
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID |
53 |
- |
2024-03-31 |
76,083 |
$3,770,000 |
-3,556 |
|
TAGStone Capital Inc. |
17 |
- |
2024-03-31 |
68,684 |
$3,403,000 |
-521 |
|
TD CAPITAL MANAGEMENT LLC |
41 |
- |
2024-03-31 |
65,297 |
$3,235,000 |
-2,509 |
|
CAPITAL INVESTMENT SERVICES OF AMERICA INC |
47 |
- |
2024-03-31 |
62,690 |
$3,106,000 |
-350 |
|
Kraft Davis & Associates LLC |
29 |
- |
2024-03-31 |
58,908 |
$2,910,000 |
-5,065 |
|
NAPLES GLOBAL ADVISORS LLC |
97 |
- |
2024-03-31 |
58,125 |
$2,880,000 |
-15,325 |
|
VALMARK ADVISERS INC |
134 |
- |
2024-03-31 |
57,602 |
$2,854,000 |
-610 |
|
Bouchey Financial Group Ltd |
32 |
- |
2024-03-31 |
56,674 |
$2,808,000 |
-15,487 |
|
FRONT BARNETT ASSOCIATES LLC |
43 |
- |
2023-09-30 |
55,749 |
$2,742,000 |
-32,050 |
|
PLANNING DIRECTIONS INC |
12 |
- |
2024-03-31 |
46,585 |
$2,308,000 |
-4,516 |
|
MontVue Capital Management Inc. |
12 |
- |
2024-03-31 |
43,308 |
$2,146,000 |
-2,215 |
|
CHATHAM CAPITAL GROUP INC |
87 |
- |
2024-03-31 |
37,700 |
$1,868,000 |
-1,570 |
|
OHE FINANCIAL INC |
78 |
- |
2024-03-31 |
36,521 |
$1,810,000 |
-1 |
|
KOCHIS FITZ/QUINTILE LLC |
113 |
- |
2024-03-31 |
30,370 |
$1,505,000 |
-4,775 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
56 |
- |
2024-03-31 |
29,928 |
$1,483,000 |
-1,281 |
|
REGATTA CAPITAL GROUP LLC |
59 |
- |
2024-03-31 |
29,897 |
$1,481,000 |
-120,945 |
|
ENVESTNET ASSET MANAGEMENT INC |
2753 |
- |
2024-03-31 |
29,756 |
$1,474,000 |
-18,614 |
|
CWS Financial Advisors LLC |
22 |
- |
2024-03-31 |
28,820 |
$1,428,000 |
-30 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
30 |
- |
2024-03-31 |
28,468 |
$1,411,000 |
-467 |
|
Ballentine Capital Advisors Inc |
13 |
- |
2024-03-31 |
28,425 |
$1,401,000 |
-1,616 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
368 |
- |
2024-03-31 |
27,200 |
$1,348,000 |
-4,300 |
|
Applied Capital LLC |
24 |
- |
2024-03-31 |
26,752 |
$1,326,000 |
-9,785 |
|
TriaGen Wealth Management LLC |
55 |
- |
2024-03-31 |
24,595 |
$1,219,000 |
-100 |
|
Grant Street Asset Management Inc. |
24 |
- |
2024-03-31 |
23,582 |
$1,168,000 |
-737,039 |
|
BARTLETT & CO. LLC |
255 |
- |
2023-12-31 |
23,256 |
$1,149,000 |
-1,669 |
|
Leeward Financial Partners LLC |
50 |
- |
2024-03-31 |
23,026 |
$1,141,000 |
-21,140 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
103 |
- |
2024-03-31 |
22,830 |
$1,131,000 |
-1,494 |
|
WAGNER CAPITAL MANAGEMENT CORP |
141 |
- |
2024-03-31 |
22,221 |
$1,101,000 |
-500 |
|
Baldrige Asset Management LLC |
51 |
- |
2023-03-31 |
22,160 |
$1,091,000 |
-1,975 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
258 |
- |
2024-03-31 |
22,025 |
$1,091,000 |
-1,231 |
|
Belpointe Asset Management LLC |
242 |
- |
2024-03-31 |
21,679 |
$1,074,000 |
-7,566 |
|
NAPATREE CAPITAL LLC |
26 |
- |
2024-03-31 |
21,660 |
$1,071,000 |
-202 |
|
Landmark Financial Advisors LLC |
38 |
- |
2023-12-31 |
20,464 |
$1,012,000 |
-12,052 |
|
Willis Johnson & Associates Inc. |
61 |
- |
2024-03-31 |
20,117 |
$997,000 |
-26,547 |
|
Apella Capital LLC |
139 |
- |
2024-03-31 |
19,453 |
$961,000 |
-2,426 |
|
MODERA WEALTH MANAGEMENT, LLC |
303 |
- |
2024-03-31 |
19,162 |
$949,000 |
-4,098 |
|
CGC Financial Services LLC |
14 |
- |
2024-03-31 |
18,904 |
$937,000 |
-584 |
|
COLONY GROUP LLC |
440 |
- |
2023-09-30 |
18,805 |
$925,000 |
-5,972 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
56 |
- |
2024-03-31 |
17,650 |
$875,000 |
-11,839 |
|
Cypress Point Wealth Management LLC |
42 |
- |
2024-03-31 |
16,594 |
$822,000 |
-476 |
|
Life Planning Partners Inc |
27 |
- |
2024-03-31 |
15,967 |
$791,000 |
-200 |
|
WealthPlan Investment Management LLC |
104 |
- |
2024-03-31 |
15,762 |
$781,000 |
-114,344 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
636 |
- |
2024-03-31 |
15,355 |
$761,000 |
-11,199 |
|
Gradient Capital Advisors LLC |
71 |
- |
2024-03-31 |
15,151 |
$751,000 |
-2,532 |
|
JANNEY MONTGOMERY SCOTT LLC |
1716 |
- |
2024-03-31 |
14,100 |
$699,000 |
-856 |
|
COMERICA BANK |
1738 |
- |
2024-03-31 |
13,498 |
$669,000 |
-2,466 |
|
Comprehensive Portfolio Management LLC |
466 |
- |
2024-03-31 |
13,052 |
$647,000 |
-1,513 |
|
SUMMIT ASSET MANAGEMENT, LLC |
80 |
- |
2024-03-31 |
12,830 |
$636,000 |
-2,200 |
|
MORGAN STANLEY |
5025 |
- |
2024-03-31 |
12,683 |
$628,000 |
-4,239 |
|
BRASADA CAPITAL MANAGEMENT LP |
119 |
- |
2024-03-31 |
12,151 |
$602,000 |
-772 |
|
Private Advisor Group LLC |
1414 |
- |
2024-03-31 |
11,919 |
$590,000 |
-13,692 |
|
SJS Investment Consulting Inc. |
42 |
- |
2024-03-31 |
11,632 |
$576,000 |
-1,064 |
|
Apexium Financial LP |
146 |
- |
2024-03-31 |
9,276 |
$460,000 |
-200 |
|
Relative Value Partners Group LLC |
201 |
- |
2024-03-31 |
9,034 |
$449,000 |
-2,947 |
|
Cresset Asset Management LLC |
1405 |
- |
2024-03-31 |
8,536 |
$423,000 |
-11,940 |
|
GOFEN & GLOSSBERG LLC /IL/ |
358 |
- |
2022-12-31 |
8,500 |
$417,000 |
-2,700 |
|
Beacon Pointe Advisors LLC |
997 |
- |
2024-03-31 |
7,742 |
$384,000 |
-2,132 |
|
Brookstone Capital Management |
688 |
- |
2024-03-31 |
7,532 |
$373,000 |
-269 |
|
PFG Advisors |
472 |
- |
2024-03-31 |
7,423 |
$368,000 |
-1,809 |
|
ROBINSON SMITH WEALTH ADVISORS LLC |
58 |
- |
2024-03-31 |
6,931 |
$343,000 |
-268 |
|
We Are One Seven LLC |
682 |
- |
2024-03-31 |
6,815 |
$338,000 |
-173 |
|
HANOVER ADVISORS INC |
69 |
- |
2024-03-31 |
6,723 |
$333,000 |
-775 |
|
BATH SAVINGS TRUST CO |
136 |
- |
2024-03-31 |
6,230 |
$309,000 |
-150 |
|
PETTYJOHN CO |
157 |
- |
2024-03-31 |
6,238 |
$309,000 |
-150 |
|
HANSON MCCLAIN, INC. |
662 |
- |
2024-03-31 |
6,070 |
$301,000 |
-2,618 |
|
HBK SORCE ADVISORY LLC |
456 |
- |
2024-03-31 |
5,887 |
$292,000 |
-11,188 |
|
Cardinal Point Wealth Management Partners LLC |
65 |
- |
2023-03-31 |
5,810 |
$286,000 |
-2,040 |
|
AdvisorNet Financial Inc |
409 |
- |
2024-03-31 |
5,704 |
$283,000 |
-1,600 |
|
REGAL INVESTMENT ADVISORS, LLC |
473 |
- |
2024-03-31 |
5,682 |
$282,000 |
-3,593 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
136 |
- |
2024-03-31 |
5,650 |
$280,000 |
-2,550 |
|
NOTTINGHAM ADVISORS INC |
115 |
- |
2024-03-31 |
5,571 |
$276,000 |
-1,200 |
|
BARLOW WEALTH PARTNERS INC. |
128 |
- |
2024-03-31 |
5,080 |
$251,000 |
-586 |
|
|
100 Records found
|
1
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