|
Institutional
Holders
Total
Institutions:
|
70 3 |
|
Total
shares held :
|
3,398,463 |
|
% of shares
held :
|
84.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
11,412 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.47 |
|
Last
Quarter's Ending
Price :
|
$50.39 |
|
Last
Quarter's Average
Price :
|
$49.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.02 (8.15%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FIRST TRUST ADVISORS LP |
553 |
- |
2024-03-31 |
721,568 |
$39,780,000 |
-92,005 |
|
Congress Wealth Management LLC / DE / |
27 |
- |
2024-03-31 |
716,958 |
$39,526,000 |
3,650 |
|
MORGAN STANLEY |
2400 |
- |
2024-03-31 |
468,496 |
$25,828,000 |
73,606 |
|
ENVESTNET ASSET MANAGEMENT INC |
1443 |
- |
2024-03-31 |
207,897 |
$11,461,000 |
-7,221 |
|
Good Life Advisors LLC |
42 |
- |
2024-03-31 |
106,679 |
$5,881,000 |
-371 |
|
LPL FINANCIAL CORP |
1659 |
- |
2024-03-31 |
105,956 |
$5,841,000 |
8,874 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
722 |
- |
2024-03-31 |
72,360 |
$3,989,000 |
13,452 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
299 |
- |
2024-03-31 |
50,786 |
$2,800,000 |
-157 |
|
Holistic Financial Partners |
13 |
- |
2024-03-31 |
50,626 |
$2,791,000 |
1,397 |
|
RATHBONE BROTHERS PLC |
244 |
- |
2024-03-31 |
46,379 |
$2,557,000 |
1,673 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
535 |
- |
2024-03-31 |
44,856 |
$2,473,000 |
12,566 |
|
Coppell Advisory Solutions Corp. |
59 |
- |
2024-03-31 |
39,826 |
$2,196,000 |
39,826 |
|
Coppell Advisory Solutions LLC |
54 |
- |
2023-12-31 |
40,919 |
$2,062,000 |
39,799 |
|
Guild Investment Management Inc. |
16 |
- |
2024-03-31 |
36,520 |
$2,013,000 |
5,850 |
|
US BANCORP |
852 |
- |
2024-03-31 |
35,193 |
$1,940,000 |
35,184 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
109 |
- |
2024-03-31 |
33,041 |
$1,822,000 |
-7,690 |
|
BANK OF NEW YORK MELLON CORP |
2864 |
- |
2024-03-31 |
30,096 |
$1,659,000 |
-1,069 |
|
HIGHTOWER ADVISORS, LLC |
1515 |
- |
2024-03-31 |
28,987 |
$1,594,000 |
11,844 |
|
IFP Advisors Inc |
285 |
- |
2023-12-31 |
31,369 |
$1,581,000 |
11,859 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1764 |
- |
2024-03-31 |
28,315 |
$1,561,000 |
3,642 |
|
Cetera Investment Advisers |
740 |
- |
2024-03-31 |
26,924 |
$1,484,000 |
-11,880 |
|
H D Vest Advisory Services |
628 |
- |
2024-03-31 |
26,654 |
$1,469,000 |
16,062 |
|
American Institute for Advanced Investment Managem |
24 |
- |
2024-03-31 |
24,485 |
$1,350,000 |
6,020 |
|
RAYMOND JAMES & ASSOCIATES |
2417 |
- |
2024-03-31 |
23,305 |
$1,285,000 |
1,695 |
|
Csenge Advisory Group |
215 |
- |
2024-03-31 |
23,008 |
$1,268,000 |
1,602 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1602 |
- |
2024-03-31 |
21,686 |
$1,196,000 |
-26,313 |
|
AE Wealth Management LLC |
615 |
- |
2024-03-31 |
21,300 |
$1,174,000 |
-5,445 |
|
BB&T CORP |
1523 |
- |
2024-03-31 |
20,850 |
$1,149,000 |
619 |
|
Snowden Capital Advisors LLC |
517 |
- |
2024-03-31 |
16,601 |
$915,000 |
-4,808 |
|
JANE STREET GROUP LLC |
3185 |
- |
2024-03-31 |
16,524 |
$911,000 |
-2,315 |
|
Envestnet Portfolio Solutions Inc. |
883 |
- |
2024-03-31 |
15,969 |
$880,000 |
1,515 |
|
Advisor Group Holdings Inc. |
2459 |
- |
2024-03-31 |
15,888 |
$876,000 |
-43,094 |
|
MULTIFINANCIAL SECURITIES CORP |
1223 |
*New |
2024-03-31 |
15,762 |
$869,000 |
15,762 |
|
RPg Family Wealth Advisory LLC |
76 |
- |
2024-03-31 |
13,763 |
$759,000 |
-1,078 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
102 |
- |
2024-03-31 |
13,457 |
$744,000 |
-300 |
|
Gateway Wealth Partners LLC |
93 |
- |
2024-03-31 |
12,828 |
$707,000 |
1,319 |
|
FINANCIAL NETWORK |
1723 |
- |
2024-03-31 |
12,220 |
$674,000 |
-25 |
|
HILLTOP HOLDINGS INC. |
301 |
- |
2024-03-31 |
12,202 |
$673,000 |
4,814 |
|
JANNEY MONTGOMERY SCOTT LLC |
1754 |
- |
2024-03-31 |
12,024 |
$663,000 |
-9,227 |
|
NewEdge Wealth LLC |
492 |
- |
2024-03-31 |
12,503 |
$663,000 |
13 |
|
IAMS WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
12,121 |
$641,000 |
897 |
|
Orion Portfolio Solutions LLC |
1196 |
- |
2024-03-31 |
10,636 |
$586,000 |
986 |
|
PARK AVENUE SECURITIES LLC |
889 |
- |
2024-03-31 |
10,453 |
$576,000 |
-9 |
|
Atria Wealth Solutions Inc. |
1191 |
- |
2024-03-31 |
10,375 |
$572,000 |
1,322 |
|
OneAscent Financial Services LLC |
195 |
- |
2024-03-31 |
9,613 |
$530,000 |
1,572 |
|
Kestra Advisory Services LLC |
1667 |
- |
2024-03-31 |
8,856 |
$488,000 |
430 |
|
CITADEL ADVISORS LLC |
4011 |
- |
2024-03-31 |
6,743 |
$372,000 |
-40,868 |
|
DAVIDSON D A & CO |
1142 |
- |
2024-03-31 |
5,979 |
$330,000 |
-30 |
|
Stratos Wealth Partners LTD. |
1056 |
*New |
2024-03-31 |
5,881 |
$324,000 |
5,881 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3191 |
- |
2024-03-31 |
5,673 |
$313,000 |
74 |
|
MML INVESTORS SERVICES LLC |
2087 |
- |
2024-03-31 |
5,575 |
$307,000 |
366 |
|
MARINER WEALTH ADVISORS, LLC |
2509 |
- |
2024-03-31 |
4,971 |
$274,000 |
-47 |
|
Patriot Financial Group Insurance Agency LLC |
397 |
*New |
2024-03-31 |
4,728 |
$261,000 |
4,728 |
|
STIFEL FINANCIAL CORP |
2976 |
- |
2024-03-31 |
4,654 |
$257,000 |
-526 |
|
Global Retirement Partners LLC |
706 |
- |
2024-03-31 |
4,595 |
$253,000 |
-26 |
|
OLD MISSION CAPITAL LLC |
752 |
- |
2024-03-31 |
4,197 |
$231,000 |
-2,755 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
170 |
*New |
2024-03-31 |
3,954 |
$218,000 |
3,954 |
|
ABLE Financial Group LLC |
152 |
- |
2024-03-31 |
3,954 |
$218,000 |
3,954 |
|
GeoWealth Management LLC |
663 |
*New |
2024-03-31 |
3,854 |
$212,000 |
3,854 |
|
HARBOUR INVESTMENTS INC. |
952 |
- |
2023-12-31 |
3,162 |
$159,000 |
176 |
|
PROEQUITIES INC. |
779 |
- |
2024-03-31 |
2,727 |
$150,000 |
182 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
184 |
- |
2023-12-31 |
1,900 |
$96,000 |
0 |
|
TSFG LLC |
222 |
- |
2024-03-31 |
1,396 |
$77,000 |
-79 |
|
BENJAMIN EDWARDS INC |
443 |
- |
2024-03-31 |
1,252 |
$69,000 |
-25 |
|
PRINCIPAL SECURITIES INC. |
1517 |
- |
2024-03-31 |
1,003 |
$55,000 |
415 |
|
UBS Group AG |
5393 |
- |
2024-03-31 |
749 |
$41,000 |
390 |
|
NBC SECURITIES INC. |
1429 |
- |
2024-03-31 |
375 |
$21,000 |
-500 |
|
ROYAL BANK OF CANADA |
5561 |
- |
2024-03-31 |
176 |
$10,000 |
-6 |
|
TUCKER ASSET MANAGEMENT LLC |
510 |
- |
2023-12-31 |
155 |
$8,000 |
-147 |
|
COMERICA BANK |
3199 |
- |
2024-03-31 |
139 |
$8,000 |
13 |
|
TOWER RESEARCH CAPITAL LLC |
4514 |
- |
2024-03-31 |
105 |
$6,000 |
105 |
|
PRIVATE TRUST CO NA |
1951 |
*New |
2024-03-31 |
75 |
$4,000 |
75 |
|
Retirement Group LLC |
689 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
Larson Financial Group LLC |
1552 |
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
FMR LLC |
4953 |
*Closed |
2024-03-31 |
0 |
$0 |
-219 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5932 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,732 |
|
ADVISORY SERVICES NETWORK, LLC |
2751 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,037 |
|
Spire Wealth Management |
2343 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
WELLS FARGO & CO/MN |
6833 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
Financial Gravity Wealth Inc. |
1258 |
*Closed |
2024-03-31 |
0 |
$0 |
-3 |
|
|
80 Records found
|
1
|
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