|
Institutional
Holders
Total
Institutions:
|
133 24 |
|
Total
shares held :
|
7,562,749 |
|
% of shares
held :
|
79.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
2,946,705 |
|
% of shares
held change :
|
30.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.23 |
|
Last
Quarter's Ending
Price :
|
$44.25 |
|
Last
Quarter's Average
Price :
|
$42.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.28%) |
|
|
|
|
|
|
|
|
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 |
1325 |
- |
2024-03-31 |
843,020 |
$36,579,000 |
40,821 |
|
FORT PITT CAPITAL GROUP LLC |
35 |
- |
2024-03-31 |
791,646 |
$34,350,000 |
65,125 |
|
Northland Capital Management LLC |
1 |
- |
2024-03-31 |
409,684 |
$17,776,000 |
1,159 |
|
Kelman-Lazarov Inc. |
15 |
- |
2024-03-31 |
268,905 |
$11,668,000 |
-25,631 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
81 |
- |
2024-03-31 |
255,753 |
$11,097,000 |
-362,823 |
|
GOLDMAN SACHS GROUP INC/ |
2087 |
- |
2024-03-31 |
216,347 |
$9,387,000 |
-6,756 |
|
DEUTSCHE BANK AG |
1044 |
- |
2024-03-31 |
209,977 |
$9,111,000 |
-8,562 |
|
Resources Investment Advisors Inc. |
151 |
- |
2024-03-31 |
186,885 |
$8,109,000 |
17,420 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
979 |
- |
2024-03-31 |
152,611 |
$6,622,000 |
6,955 |
|
MORGAN STANLEY |
3753 |
- |
2024-03-31 |
128,063 |
$5,557,000 |
28,537 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
121 |
- |
2024-03-31 |
121,759 |
$5,283,000 |
18,460 |
|
McGuire Investment Group LLC |
39 |
*New |
2024-03-31 |
114,350 |
$4,962,000 |
114,350 |
|
BLACKROCK INC. |
3533 |
- |
2024-03-31 |
99,545 |
$4,319,000 |
-4,664 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
61 |
- |
2024-03-31 |
86,515 |
$3,754,000 |
6,471 |
|
Bigelow Investment Advisors LLC |
12 |
- |
2024-03-31 |
70,205 |
$3,046,000 |
4,715 |
|
JANE STREET GROUP LLC |
1845 |
- |
2024-03-31 |
64,429 |
$2,796,000 |
-26,158 |
|
WEALTHSOURCE PARTNERS LLC |
92 |
- |
2023-12-31 |
61,629 |
$2,727,000 |
-10,866 |
|
HIGHTOWER ADVISORS, LLC |
1257 |
- |
2024-03-31 |
61,663 |
$2,675,000 |
-1,796 |
|
MYECFO LLC |
15 |
- |
2024-03-31 |
57,164 |
$2,480,000 |
7,529 |
|
BANK OF AMERICA CORP /DE/ |
3492 |
- |
2024-03-31 |
56,744 |
$2,462,000 |
-1,745 |
|
Sunflower Bank N.A. |
19 |
- |
2024-03-31 |
55,380 |
$2,403,000 |
0 |
|
TSA Wealth Managment LLC |
23 |
- |
2024-03-31 |
49,411 |
$2,144,000 |
390 |
|
UBS Group AG |
2910 |
- |
2024-03-31 |
49,132 |
$2,132,000 |
553 |
|
AMERIPRISE FINANCIAL INC |
2791 |
- |
2024-03-31 |
46,951 |
$2,037,000 |
8,581 |
|
OLD MISSION CAPITAL LLC |
234 |
- |
2024-03-31 |
45,187 |
$1,961,000 |
35,824 |
|
KICKSTAND VENTURES LLC. |
40 |
- |
2024-03-31 |
43,842 |
$1,902,000 |
259 |
|
LPL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
41,267 |
$1,791,000 |
1,334 |
|
Quotient Wealth Partners LLC |
83 |
- |
2024-03-31 |
39,104 |
$1,697,000 |
13 |
|
Private Advisor Group LLC |
898 |
- |
2024-03-31 |
38,674 |
$1,678,000 |
12 |
|
DMG Group LLC |
15 |
- |
2024-03-31 |
37,584 |
$1,631,000 |
1,981 |
|
ENVESTNET ASSET MANAGEMENT INC |
2721 |
- |
2024-03-31 |
35,544 |
$1,542,000 |
-7,047 |
|
RESOLUTE FINANCIAL LLC |
18 |
- |
2022-12-31 |
34,910 |
$1,519,000 |
-5,820 |
|
Horst & Graben Wealth Management LLC |
43 |
- |
2024-03-31 |
34,670 |
$1,504,000 |
2,715 |
|
CARDIFF PARK ADVISORS LLC |
76 |
- |
2024-03-31 |
34,185 |
$1,483,000 |
130 |
|
LifePlan Financial LLC |
20 |
- |
2024-03-31 |
33,090 |
$1,436,000 |
6,246 |
|
Robertson Stephens Wealth Management LLC |
185 |
- |
2024-03-31 |
32,217 |
$1,398,000 |
4,572 |
|
FLOW TRADERS U.S. LLC |
250 |
*New |
2024-03-31 |
30,506 |
$1,324,000 |
30,506 |
|
APEX INVESTMENT SERVICES, INC. |
28 |
- |
2024-03-31 |
30,439 |
$1,321,000 |
-614 |
|
EisnerAmper Wealth Management Corporate Benefits L |
44 |
*New |
2023-12-31 |
28,693 |
$1,270,000 |
28,693 |
|
EP WEALTH ADVISORS, INC. |
341 |
- |
2024-03-31 |
28,794 |
$1,249,000 |
-3,940 |
|
CITADEL ADVISORS LLC |
2864 |
*New |
2024-03-31 |
28,424 |
$1,233,000 |
28,424 |
|
FinTrust Capital Advisors LLC |
96 |
- |
2024-03-31 |
26,660 |
$1,157,000 |
0 |
|
PORTLAND GLOBAL ADVISORS LLC |
70 |
- |
2024-03-31 |
24,196 |
$1,050,000 |
24,196 |
|
Focus Financial Network Inc. |
250 |
- |
2024-03-31 |
24,297 |
$1,024,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
328 |
- |
2023-12-31 |
21,790 |
$964,000 |
0 |
|
Wallace Advisory Group LLC |
39 |
*New |
2024-03-31 |
20,463 |
$905,000 |
20,463 |
|
Argent Advisors Inc. |
73 |
- |
2024-03-31 |
20,755 |
$901,000 |
2,601 |
|
Laurel Wealth Advisors Inc. |
240 |
*New |
2022-12-31 |
20,363 |
$886,000 |
20,363 |
|
Mayflower Financial Advisors LLC |
153 |
- |
2024-03-31 |
18,876 |
$819,000 |
522 |
|
FFG RETIREMENT ADVISORS LLC |
40 |
- |
2024-03-31 |
18,599 |
$807,000 |
-133,895 |
|
Cypress Wealth Services LLC |
96 |
- |
2024-03-31 |
18,453 |
$801,000 |
256 |
|
PARK AVENUE SECURITIES LLC |
759 |
- |
2024-03-31 |
18,434 |
$800,000 |
-82 |
|
Planned Solutions Inc. |
34 |
- |
2024-03-31 |
16,941 |
$735,000 |
54 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2948 |
- |
2024-03-31 |
16,605 |
$720,000 |
6,083 |
|
CFS Investment Advisory Services LLC |
102 |
- |
2024-03-31 |
15,371 |
$667,000 |
3,393 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
294 |
- |
2024-03-31 |
15,134 |
$657,000 |
8 |
|
Family Asset Management LLC |
58 |
- |
2024-03-31 |
14,693 |
$638,000 |
-732 |
|
Retirement Solution Inc. |
24 |
- |
2024-03-31 |
14,018 |
$608,000 |
-842 |
|
WAGNER CAPITAL MANAGEMENT CORP |
192 |
- |
2024-03-31 |
13,950 |
$605,000 |
45 |
|
INTL FCSTONE INC. |
206 |
- |
2024-03-31 |
13,156 |
$571,000 |
-58 |
|
Csenge Advisory Group |
443 |
- |
2024-03-31 |
11,134 |
$483,000 |
-134 |
|
Tri-Star Advisors Inc. |
5 |
- |
2023-09-30 |
11,331 |
$473,000 |
0 |
|
BEACON FINANCIAL GROUP |
222 |
- |
2024-03-31 |
10,854 |
$471,000 |
5,117 |
|
RAYMOND JAMES & ASSOCIATES |
3056 |
- |
2024-03-31 |
10,760 |
$467,000 |
-1,022 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
830 |
*New |
2024-03-31 |
10,615 |
$461,000 |
10,615 |
|
MML INVESTORS SERVICES LLC |
1857 |
- |
2024-03-31 |
10,214 |
$443,000 |
3,781 |
|
ARBOR TRUST WEALTH ADVISORS LLC |
68 |
*New |
2024-03-31 |
10,415 |
$441,000 |
10,415 |
|
COLONY GROUP, LLC |
748 |
*New |
2024-03-31 |
10,313 |
$435,000 |
10,313 |
|
Merit Financial Group LLC |
595 |
- |
2024-03-31 |
10,182 |
$434,000 |
-3,172 |
|
Hoxton Planning & Management LLC |
91 |
- |
2024-03-31 |
9,800 |
$425,000 |
376 |
|
Coastal Capital Group Inc. |
53 |
*New |
2023-06-30 |
9,607 |
$421,000 |
9,607 |
|
SYNOVUS FINANCIAL CORP |
673 |
- |
2024-03-31 |
9,377 |
$407,000 |
247 |
|
FIRST NATIONAL CORP /MA/ /ADV |
118 |
- |
2024-03-31 |
9,037 |
$400,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2215 |
- |
2024-03-31 |
9,031 |
$392,000 |
-8,964 |
|
NewEdge Wealth LLC |
612 |
*New |
2024-03-31 |
9,127 |
$387,000 |
9,127 |
|
Perigon Wealth Management LLC |
614 |
- |
2024-03-31 |
8,562 |
$372,000 |
1,313 |
|
ShoreHaven Wealth Partners LLC |
59 |
- |
2024-03-31 |
8,225 |
$357,000 |
-7,884 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
377 |
- |
2024-03-31 |
8,180 |
$355,000 |
800 |
|
FIRETHORN WEALTH PARTNERS LLC |
93 |
- |
2024-03-31 |
8,127 |
$353,000 |
137 |
|
Prime Capital Investment Advisors LLC |
737 |
*New |
2024-03-31 |
7,814 |
$339,000 |
7,814 |
|
BARTLETT & CO. LLC |
395 |
*New |
2023-12-31 |
7,380 |
$326,000 |
7,380 |
|
American Institute for Advanced Investment Managem |
104 |
- |
2024-03-31 |
6,928 |
$301,000 |
0 |
|
Kestra Advisory Services LLC |
1992 |
*New |
2024-03-31 |
6,706 |
$291,000 |
6,706 |
|
Dentgroup LLC |
67 |
- |
2024-03-31 |
6,655 |
$289,000 |
315 |
|
Patten Group Inc. |
224 |
- |
2024-03-31 |
6,543 |
$284,000 |
760 |
|
Advisor Group Holdings Inc. |
3363 |
- |
2024-03-31 |
6,522 |
$283,000 |
-10,822 |
|
Level Financial Advisors Inc. |
63 |
- |
2024-03-31 |
6,485 |
$281,000 |
-1,411 |
|
ROYAL BANK OF CANADA |
3897 |
- |
2024-03-31 |
6,241 |
$271,000 |
0 |
|
Patriot Financial Group Insurance Agency LLC |
395 |
- |
2024-03-31 |
6,073 |
$264,000 |
786 |
|
Integrated Wealth Concepts LLC |
1399 |
- |
2024-03-31 |
5,709 |
$248,000 |
409 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
461 |
- |
2024-03-31 |
5,501 |
$239,000 |
468 |
|
DFPG INVESTMENTS INC. |
573 |
*New |
2023-12-31 |
5,269 |
$232,000 |
5,269 |
|
Betterment LLC |
346 |
*New |
2024-03-31 |
5,066 |
$220,000 |
5,066 |
|
Shared Vision Wealth Group LLC |
73 |
- |
2024-03-31 |
4,823 |
$209,000 |
-348 |
|
Investors Research Corp |
320 |
- |
2024-03-31 |
4,788 |
$208,000 |
272 |
|
MATHER GROUP, INC. |
522 |
- |
2024-03-31 |
4,611 |
$204,000 |
-917 |
|
One Wealth Advisors LLC |
240 |
- |
2024-03-31 |
4,645 |
$202,000 |
4,645 |
|
First Affirmative Financial Network |
223 |
- |
2024-03-31 |
4,633 |
$201,000 |
-123 |
|
PAYDEN & RYGEL |
122 |
- |
2023-12-31 |
4,553 |
$201,000 |
0 |
|
PAYDENFUNDS |
116 |
- |
2024-03-31 |
4,553 |
$198,000 |
0 |
|
|
100 Records found
|
1
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