|
Institutional
Holders
Total
Institutions:
|
58 6 |
|
Total
shares held :
|
9,148,797 |
|
% of shares
held :
|
86.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
327,940 |
|
% of shares
held change :
|
3.09% |
|
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 |
DAVIS SELECTED ADVISERS |
26 |
- |
2024-03-31 |
3,385,789 |
$136,684,000 |
-4,252 |
|
MORGAN STANLEY |
1169 |
- |
2024-03-31 |
2,564,760 |
$103,539,000 |
74,224 |
|
Kestra Advisory Services LLC |
90 |
- |
2024-03-31 |
779,259 |
$31,459,000 |
44,568 |
|
UBS Group AG |
1320 |
- |
2024-03-31 |
391,599 |
$15,809,000 |
8,159 |
|
RAYMOND JAMES & ASSOCIATES |
1202 |
- |
2024-03-31 |
231,394 |
$9,341,000 |
39,113 |
|
LPL FINANCIAL CORP |
1438 |
- |
2024-03-31 |
208,751 |
$8,427,000 |
31,887 |
|
Next Level Private LLC |
8 |
- |
2024-03-31 |
156,450 |
$6,316,000 |
31,856 |
|
DAVIDSON D A & CO |
269 |
- |
2024-03-31 |
141,391 |
$5,708,000 |
-1,293 |
|
Gladstone Institutional Advisory LLC |
85 |
- |
2024-03-31 |
135,829 |
$5,483,000 |
-2,272 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1129 |
- |
2024-03-31 |
130,246 |
$5,258,000 |
-822 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
89 |
- |
2024-03-31 |
141,361 |
$4,984,000 |
4,237 |
|
Sebold Capital Management Inc. |
11 |
- |
2024-03-31 |
100,113 |
$4,042,000 |
-3,441 |
|
BANK OF AMERICA CORP /DE/ |
3187 |
- |
2024-03-31 |
90,679 |
$3,661,000 |
33,045 |
|
Lunt Capital Management Inc. |
15 |
- |
2024-03-31 |
77,616 |
$3,133,000 |
20,299 |
|
Geneos Wealth Management Inc. |
186 |
- |
2024-03-31 |
72,645 |
$2,933,000 |
7,333 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1044 |
- |
2024-03-31 |
71,734 |
$2,896,000 |
1,674 |
|
STIFEL FINANCIAL CORP |
1612 |
- |
2024-03-31 |
57,269 |
$2,312,000 |
19,330 |
|
Rockefeller Capital Management L.P. |
1012 |
- |
2024-03-31 |
47,599 |
$1,922,000 |
1,907 |
|
Andesa Financial Management Inc. |
36 |
*New |
2022-12-31 |
69,468 |
$1,887,000 |
69,468 |
|
CAPWEALTH ADVISORS, LLC |
54 |
- |
2024-03-31 |
40,417 |
$1,632,000 |
-65 |
|
Stratos Wealth Partners LTD. |
493 |
- |
2024-03-31 |
39,577 |
$1,598,000 |
43 |
|
MERCER GLOBAL ADVISORS INC /ADV |
798 |
- |
2024-03-31 |
38,412 |
$1,551,000 |
-5,419 |
|
Private Advisor Group LLC |
972 |
- |
2024-03-31 |
36,124 |
$1,458,000 |
-329 |
|
Fulcrum Equity Management |
15 |
*New |
2024-03-31 |
31,687 |
$1,279,000 |
31,687 |
|
CAPTRUST FINANCIAL ADVISORS |
1074 |
- |
2024-03-31 |
26,948 |
$1,088,000 |
-140 |
|
Beck Bode LLC |
88 |
- |
2024-03-31 |
25,163 |
$1,016,000 |
-15,724 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2037 |
- |
2024-03-31 |
25,111 |
$1,014,000 |
831 |
|
J.W. COLE ADVISORS INC. |
342 |
- |
2024-03-31 |
24,592 |
$993,000 |
3,737 |
|
ENVESTNET ASSET MANAGEMENT INC |
3056 |
- |
2024-03-31 |
23,030 |
$930,000 |
10,423 |
|
ROYAL BANK OF CANADA |
3039 |
- |
2024-03-31 |
22,994 |
$928,000 |
817 |
|
Kathleen S. Wright Associates Inc. |
51 |
- |
2024-03-31 |
22,548 |
$910,000 |
0 |
|
OLD MISSION CAPITAL LLC |
451 |
- |
2024-03-31 |
19,556 |
$789,000 |
19,556 |
|
Lantz Financial LLC |
94 |
- |
2024-03-31 |
18,362 |
$741,000 |
1,484 |
|
Melone Private Wealth LLC |
35 |
- |
2024-03-31 |
15,430 |
$623,000 |
0 |
|
Advisor Group Holdings Inc. |
2753 |
- |
2024-03-31 |
15,308 |
$618,000 |
1,017 |
|
Focus Financial Network Inc. |
374 |
- |
2024-03-31 |
13,317 |
$517,000 |
0 |
|
Toroso Investments LLC |
1175 |
- |
2024-03-31 |
12,325 |
$498,000 |
-3,916 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
466 |
- |
2023-12-31 |
13,254 |
$478,000 |
0 |
|
Centric Wealth Management |
101 |
- |
2024-03-31 |
11,158 |
$429,000 |
-138 |
|
CI Private Wealth LLC |
1723 |
- |
2024-03-31 |
10,070 |
$407,000 |
0 |
|
Financial Advocates Investment Management |
510 |
- |
2024-03-31 |
9,671 |
$390,000 |
0 |
|
Summit Investment Advisory Services LLC |
48 |
- |
2024-03-31 |
8,107 |
$327,000 |
-156 |
|
Orion Portfolio Solutions LLC |
1431 |
- |
2024-03-31 |
7,944 |
$321,000 |
-9,145 |
|
Steward Partners Investment Advisory LLC |
1250 |
- |
2024-03-31 |
7,460 |
$301,000 |
-180 |
|
Diligent Investors LLC |
264 |
- |
2024-03-31 |
6,985 |
$282,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2493 |
- |
2024-03-31 |
6,948 |
$280,000 |
0 |
|
CLS INVESTMENT FIRM LLC |
1174 |
- |
2022-12-31 |
10,256 |
$279,000 |
-875 |
|
Legacy Capital Group California Inc. |
237 |
*New |
2024-03-31 |
6,917 |
$279,000 |
6,917 |
|
Goss Wealth Management LLC |
1740 |
- |
2024-03-31 |
5,909 |
$239,000 |
-1,090 |
|
SILVER OAK SECURITIES Inc |
344 |
- |
2024-03-31 |
5,787 |
$234,000 |
-2,141 |
|
WEDBUSH MORGAN SECURITIES INC |
1050 |
*New |
2024-03-31 |
5,346 |
$216,000 |
5,346 |
|
Baird Financial Group Inc. |
1649 |
*New |
2024-03-31 |
5,304 |
$214,000 |
5,304 |
|
IFP Advisors Inc |
938 |
- |
2023-12-31 |
5,516 |
$194,000 |
0 |
|
COMERICA BANK |
2413 |
- |
2024-03-31 |
3,572 |
$144,000 |
536 |
|
Spire Wealth Management |
952 |
- |
2024-03-31 |
2,826 |
$114,000 |
0 |
|
HANSON MCCLAIN, INC. |
1390 |
*New |
2024-03-31 |
995 |
$40,000 |
995 |
|
J P MORGAN CHASE & CO |
4850 |
- |
2024-03-31 |
730 |
$29,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1458 |
- |
2024-03-31 |
640 |
$26,000 |
-100 |
|
BANK OF MONTREAL /CAN/ |
3134 |
*New |
2024-03-31 |
620 |
$25,000 |
620 |
|
PRINCIPAL SECURITIES INC. |
2239 |
- |
2024-03-31 |
309 |
$12,000 |
7 |
|
Kozak & Associates Inc. |
225 |
*New |
2024-03-31 |
276 |
$11,000 |
276 |
|
HARBOR INVESTMENT ADVISORY LLC |
851 |
- |
2024-03-31 |
250 |
$10,000 |
0 |
|
Game Plan Financial Advisors LLC |
214 |
- |
2024-03-31 |
194 |
$8,000 |
0 |
|
BANK OF NEW YORK MELLON CORP |
4024 |
*Closed |
2024-03-31 |
0 |
$0 |
-57,775 |
|
PROEQUITIES INC. |
4524 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
JANE STREET GROUP LLC |
5724 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,434 |
|
WELLS FARGO & CO/MN |
6680 |
- |
2024-03-31 |
0 |
$0 |
-8 |
|
ADVISORY SERVICES NETWORK, LLC |
3582 |
*Closed |
2024-03-31 |
0 |
$0 |
-725 |
|
Avestar Capital LLC |
421 |
*Closed |
2024-03-31 |
0 |
$0 |
-38,477 |
|
FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-36,321 |
|
|
70 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|