|
Institutional
Holders
Total
Institutions:
|
63 5 |
|
Total
shares held :
|
3,118,952 |
|
% of shares
held :
|
12.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-635,302 |
|
% of shares
held change :
|
-2.64% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$35.50 |
|
Last
Quarter's Ending
Price :
|
$40.32 |
|
Last
Quarter's Average
Price :
|
$37.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.46 (17.33%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1983 |
- |
2024-03-31 |
928,391 |
$39,067,000 |
14,991 |
|
BANK OF AMERICA CORP /DE/ |
2310 |
- |
2024-03-31 |
290,840 |
$12,239,000 |
14,388 |
|
FLOW TRADERS U.S. LLC |
30 |
- |
2024-03-31 |
275,124 |
$11,577,000 |
54,703 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
27 |
- |
2024-03-31 |
252,116 |
$10,166,000 |
8,514 |
|
LPL FINANCIAL CORP |
1374 |
- |
2024-03-31 |
223,018 |
$9,385,000 |
22,073 |
|
Cedar Mountain Advisors LLC |
12 |
- |
2024-03-31 |
212,659 |
$8,949,000 |
-876 |
|
JANE STREET GROUP LLC |
1341 |
- |
2024-03-31 |
109,558 |
$4,610,000 |
15,268 |
|
Private Advisor Group LLC |
500 |
- |
2024-03-31 |
103,985 |
$4,376,000 |
919 |
|
Treasure Coast Financial Planning |
14 |
- |
2024-03-31 |
95,103 |
$4,002,000 |
6,174 |
|
WELLS FARGO & CO/MN |
2291 |
- |
2024-03-31 |
70,886 |
$2,983,000 |
-31,011 |
|
CITADEL ADVISORS LLC |
2294 |
- |
2024-03-31 |
54,133 |
$2,278,000 |
17,561 |
|
OLD MISSION CAPITAL LLC |
225 |
- |
2024-03-31 |
49,129 |
$2,067,000 |
-228 |
|
RAYMOND JAMES & ASSOCIATES |
2346 |
- |
2024-03-31 |
34,358 |
$1,446,000 |
0 |
|
UBS Group AG |
3393 |
- |
2024-03-31 |
29,166 |
$1,227,000 |
2,911 |
|
Allen Capital Group LLC |
93 |
- |
2024-03-31 |
25,333 |
$1,066,000 |
-370 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2929 |
- |
2024-03-31 |
17,419 |
$733,000 |
-32,242 |
|
FAMILY MANAGEMENT CORP |
84 |
- |
2024-03-31 |
16,188 |
$681,000 |
0 |
|
ROYAL BANK OF CANADA |
3317 |
- |
2024-03-31 |
14,679 |
$617,000 |
3,831 |
|
Argent Trust Co |
400 |
- |
2024-03-31 |
13,056 |
$549,000 |
-1,084 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
149 |
*New |
2024-03-31 |
9,457 |
$398,000 |
9,457 |
|
IHT Wealth Management LLC |
741 |
- |
2024-03-31 |
8,447 |
$355,000 |
0 |
|
BBJS FINANCIAL ADVISORS LLC |
38 |
- |
2024-03-31 |
8,219 |
$346,000 |
-378 |
|
MML INVESTORS SERVICES LLC |
2054 |
- |
2024-03-31 |
7,615 |
$320,000 |
1,720 |
|
Cetera Investment Advisers |
2959 |
*New |
2024-03-31 |
7,560 |
$318,000 |
7,560 |
|
PACES FERRY WEALTH ADVISORS LLC |
86 |
*New |
2024-03-31 |
6,942 |
$292,000 |
6,942 |
|
Keystone Financial Group |
262 |
- |
2024-03-31 |
6,800 |
$286,000 |
0 |
|
Advisor Group Holdings Inc. |
3369 |
- |
2024-03-31 |
6,666 |
$280,000 |
-15,191 |
|
COMERICA BANK |
2194 |
- |
2024-03-31 |
6,013 |
$253,000 |
0 |
|
Equitable Holdings Inc. |
1009 |
- |
2024-03-31 |
6,015 |
$253,000 |
97 |
|
FINANCIAL NETWORK |
2460 |
- |
2024-03-31 |
5,625 |
$237,000 |
0 |
|
Integrated Advisors Network LLC |
637 |
- |
2024-03-31 |
5,576 |
$235,000 |
-129 |
|
Worth Financial Advisory Group LLC |
127 |
- |
2024-03-31 |
5,244 |
$221,000 |
36 |
|
Diversified LLC |
162 |
*New |
2024-03-31 |
5,124 |
$216,000 |
5,124 |
|
Coastal Investment Advisors Inc. |
437 |
- |
2024-03-31 |
3,506 |
$148,000 |
3,506 |
|
Federation des caisses Desjardins du Quebec |
1250 |
- |
2024-03-31 |
2,188 |
$92,000 |
0 |
|
MGB Wealth Management LLC |
209 |
- |
2024-03-31 |
2,140 |
$90,000 |
0 |
|
CWM LLC |
1955 |
- |
2024-03-31 |
2,015 |
$85,000 |
-5,692 |
|
Tradewinds Capital Management LLC |
154 |
- |
2024-03-31 |
1,389 |
$58,000 |
6 |
|
NATIONAL BANK OF CANADA /FI/ |
1556 |
- |
2024-03-31 |
1,200 |
$52,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
190 |
- |
2024-03-31 |
1,022 |
$43,000 |
0 |
|
Tyler-Stone Wealth Management |
378 |
- |
2024-03-31 |
1,020 |
$43,000 |
0 |
|
WealthCollab LLC |
194 |
- |
2024-03-31 |
802 |
$34,000 |
3 |
|
Farther Finance Advisors LLC |
1333 |
- |
2024-03-31 |
748 |
$32,000 |
-352 |
|
FMR LLC |
3694 |
- |
2024-03-31 |
686 |
$29,000 |
519 |
|
BLAIR WILLIAM & CO/IL |
1682 |
- |
2024-03-31 |
365 |
$15,000 |
-70 |
|
WHITTIER TRUST CO |
1209 |
- |
2024-03-31 |
334 |
$14,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1367 |
- |
2024-03-31 |
269 |
$11,000 |
0 |
|
Cape Investment Advisory Inc. |
640 |
- |
2023-12-31 |
282 |
$11,000 |
1 |
|
Goss Wealth Management LLC |
2923 |
- |
2024-03-31 |
224 |
$9,000 |
-8,358 |
|
Frazier Financial Advisors LLC |
444 |
- |
2024-03-31 |
218 |
$9,000 |
-129 |
|
Annapolis Financial Services LLC |
309 |
- |
2024-03-31 |
120 |
$5,000 |
0 |
|
Continuum Advisory LLC |
1093 |
*New |
2024-03-31 |
87 |
$4,000 |
87 |
|
RE Dickinson Investment Advisors LLC |
186 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2651 |
- |
2023-12-31 |
54 |
$2,000 |
-372 |
|
Raleigh Capital Management Inc. |
780 |
- |
2024-03-31 |
54 |
$2,000 |
0 |
|
Richard W. Paul & Associates LLC |
441 |
- |
2024-03-31 |
41 |
$2,000 |
0 |
|
Aptus Capital Advisors LLC |
1128 |
- |
2024-03-31 |
25 |
$1,000 |
2 |
|
HANSON MCCLAIN, INC. |
2963 |
- |
2024-03-31 |
33 |
$1,000 |
0 |
|
Bogart Wealth LLC |
950 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
953 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
AdvisorNet Financial Inc |
1719 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
Hexagon Capital Partners LLC |
1265 |
- |
2024-03-31 |
32 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2621 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITIGROUP INC |
4512 |
*Closed |
2024-03-31 |
0 |
$0 |
-22 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1290 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
CFG ASSET MANAGEMENT LLC |
434 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
Walkner Condon Financial Advisors LLC |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,823 |
|
PRIVATE TRUST CO NA |
2261 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,200 |
|
InterOcean Capital Group LLC |
489 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,380 |
|
KARLINSKI ANDREW C |
39 |
*Closed |
2022-12-31 |
0 |
$0 |
-38 |
|
Castleview Partners LLC |
911 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Arete Wealth Advisors LLC |
661 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,866 |
|
ENVESTNET ASSET MANAGEMENT INC |
4243 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,351 |
|
Jacobi Capital Management LLC |
487 |
*Closed |
2024-03-31 |
0 |
$0 |
-225,875 |
|
Kestra Advisory Services LLC |
2489 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,603 |
|
Advisor Resource Council |
524 |
*Closed |
2024-03-31 |
0 |
$0 |
-25,143 |
|
Truadvice LLC |
271 |
*Closed |
2023-09-30 |
0 |
$0 |
-20,317 |
|
Crewe Advisors LLC |
1031 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
|
78 Records found
|
1
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