|
Institutional
Holders
Total
Institutions:
|
101 14 |
|
Total
shares held :
|
2,878,634 |
|
% of shares
held :
|
27.42% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
314,410 |
|
% of shares
held change :
|
2.99% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.84 |
|
Last
Quarter's Ending
Price :
|
$100.13 |
|
Last
Quarter's Average
Price :
|
$96.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
17.16 (17.82%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF MONTREAL /CAN/ |
332 |
- |
2024-03-31 |
617,259 |
$72,540,000 |
611,962 |
|
MORGAN STANLEY |
1802 |
- |
2024-03-31 |
404,243 |
$47,454,000 |
15,888 |
|
WELLS FARGO & CO/MN |
990 |
- |
2024-03-31 |
218,395 |
$25,637,000 |
41,756 |
|
MML INVESTORS SERVICES LLC |
211 |
- |
2024-03-31 |
210,627 |
$24,726,000 |
4,932 |
|
SPC FINANCIAL, INC. |
16 |
- |
2024-03-31 |
181,640 |
$21,323,000 |
-5,934 |
|
Advisor Group Holdings Inc. |
399 |
- |
2024-03-31 |
173,135 |
$20,311,000 |
10,148 |
|
BANK OF AMERICA CORP /DE/ |
1957 |
- |
2024-03-31 |
164,686 |
$19,333,000 |
-19,577 |
|
LPL FINANCIAL CORP |
974 |
- |
2024-03-31 |
157,618 |
$18,503,000 |
61,743 |
|
STIFEL FINANCIAL CORP |
659 |
- |
2024-03-31 |
124,834 |
$14,656,000 |
-9,308 |
|
ROYAL BANK OF CANADA |
1290 |
- |
2024-03-31 |
122,157 |
$14,341,000 |
-23,569 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
401 |
- |
2024-03-31 |
97,837 |
$11,485,000 |
83,191 |
|
MinichMacGregor Wealth Management LLC |
8 |
- |
2024-03-31 |
96,179 |
$11,239,000 |
-5,512 |
|
ADVISORY SERVICES NETWORK, LLC |
92 |
- |
2024-03-31 |
84,169 |
$9,881,000 |
-5,557 |
|
GOLDMAN SACHS GROUP INC/ |
2324 |
- |
2024-03-31 |
58,778 |
$6,900,000 |
-6,725 |
|
Fortis Group Advisors LLC |
27 |
*New |
2024-03-31 |
55,707 |
$6,539,000 |
55,707 |
|
Legend Financial Advisors Inc. |
11 |
- |
2024-03-31 |
55,335 |
$6,496,000 |
-477 |
|
UBS Group AG |
2026 |
- |
2024-03-31 |
50,772 |
$5,960,000 |
5,327 |
|
Fiduciary Planning LLC |
13 |
- |
2024-03-31 |
44,172 |
$5,185,000 |
1,974 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1118 |
- |
2024-03-31 |
43,944 |
$5,159,000 |
6,765 |
|
Cadent Capital Advisors LLC |
18 |
- |
2024-03-31 |
42,032 |
$4,934,000 |
-1,196 |
|
Well Done LLC |
26 |
- |
2024-03-31 |
39,981 |
$4,693,000 |
-2,093 |
|
MARTIN & CO INC /TN/ |
30 |
- |
2024-03-31 |
37,894 |
$4,448,000 |
-1,296 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
52 |
- |
2024-03-31 |
34,860 |
$4,092,000 |
-206 |
|
LEE DANNER & BASS INC |
66 |
- |
2023-12-31 |
40,859 |
$4,091,000 |
37,024 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1144 |
- |
2024-03-31 |
33,941 |
$3,984,000 |
6,751 |
|
Chicago Wealth Management Inc. |
16 |
- |
2024-03-31 |
31,308 |
$3,675,000 |
-79 |
|
CITADEL ADVISORS LLC |
1979 |
- |
2024-03-31 |
28,861 |
$3,388,000 |
25,579 |
|
PROSPERA FINANCIAL SERVICES |
230 |
*New |
2023-12-31 |
31,049 |
$3,109,000 |
31,049 |
|
MARINER WEALTH ADVISORS, LLC |
914 |
- |
2024-03-31 |
26,290 |
$3,086,000 |
-8,312 |
|
Equitable Holdings Inc. |
343 |
- |
2024-03-31 |
25,733 |
$3,021,000 |
7,063 |
|
JANNEY MONTGOMERY SCOTT LLC |
1006 |
- |
2024-03-31 |
23,475 |
$2,756,000 |
3,864 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1602 |
- |
2024-03-31 |
21,684 |
$2,546,000 |
-1,493 |
|
ENVESTNET ASSET MANAGEMENT INC |
2442 |
- |
2024-03-31 |
20,910 |
$2,455,000 |
-4,695 |
|
RAYMOND JAMES & ASSOCIATES |
2039 |
- |
2024-03-31 |
20,324 |
$2,386,000 |
7,816 |
|
SP Asset Management LLC |
60 |
- |
2024-03-31 |
20,016 |
$2,350,000 |
28 |
|
PRIMORIS WEALTH ADVISORS LLC |
18 |
- |
2024-03-31 |
19,265 |
$2,262,000 |
3,565 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
122 |
- |
2024-03-31 |
16,968 |
$1,992,000 |
7,914 |
|
Stonebridge Financial Planning Group LLC |
31 |
- |
2024-03-31 |
15,609 |
$1,832,000 |
-1,084 |
|
TAP Consulting LLC |
73 |
*New |
2024-03-31 |
15,390 |
$1,807,000 |
15,390 |
|
HILLSTRUST |
100 |
- |
2024-03-31 |
15,293 |
$1,795,000 |
-145 |
|
HIGHTOWER ADVISORS, LLC |
1503 |
- |
2024-03-31 |
14,093 |
$1,646,000 |
10,086 |
|
J.W. COLE ADVISORS INC. |
251 |
- |
2024-03-31 |
13,498 |
$1,577,000 |
328 |
|
Private Advisor Group LLC |
959 |
- |
2024-03-31 |
12,712 |
$1,492,000 |
7,165 |
|
Smith Anglin Financial LLC |
64 |
- |
2024-03-31 |
10,913 |
$1,281,000 |
834 |
|
Geneos Wealth Management Inc. |
316 |
- |
2024-03-31 |
10,823 |
$1,271,000 |
9,889 |
|
Capital Advisory Group Advisory Services LLC |
52 |
- |
2024-03-31 |
10,756 |
$1,263,000 |
-134 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
28 |
- |
2024-03-31 |
10,703 |
$1,181,000 |
2,124 |
|
Robinson Value Management Ltd. |
45 |
- |
2024-03-31 |
9,560 |
$1,122,000 |
-86 |
|
KKM Financial LLC |
66 |
- |
2024-03-31 |
8,713 |
$1,023,000 |
0 |
|
ATRIA INVESTMENTS LLC |
887 |
- |
2023-12-31 |
10,161 |
$1,017,000 |
-3,771 |
|
PFG Advisors |
288 |
- |
2024-03-31 |
8,463 |
$994,000 |
3,026 |
|
SCOTIA CAPITAL INC. |
507 |
- |
2024-03-31 |
8,185 |
$961,000 |
1,080 |
|
MUIRFIELD WEALTH ADVISORS LLC |
27 |
- |
2024-03-31 |
8,134 |
$955,000 |
-941 |
|
Genesee Capital Advisors LLC |
50 |
- |
2024-03-31 |
7,430 |
$872,000 |
487 |
|
PERSONAL CFO SOLUTIONS LLC |
168 |
- |
2024-03-31 |
6,666 |
$783,000 |
575 |
|
OPPENHEIMER & CO INC |
836 |
*New |
2024-03-31 |
6,639 |
$779,000 |
6,639 |
|
GSA CAPITAL PARTNERS LLP |
634 |
- |
2024-03-31 |
6,412 |
$753,000 |
2,014 |
|
Steward Partners Investment Advisory LLC |
919 |
- |
2024-03-31 |
5,868 |
$689,000 |
0 |
|
Apeiron RIA LLC |
87 |
- |
2024-03-31 |
5,819 |
$683,000 |
21 |
|
DAVENPORT & CO LLC |
701 |
- |
2024-03-31 |
5,660 |
$664,000 |
150 |
|
BCJ Capital Management LLC |
201 |
*New |
2024-03-31 |
5,523 |
$648,000 |
5,523 |
|
SFMG, LLC |
134 |
- |
2024-03-31 |
4,705 |
$552,000 |
-40 |
|
Belpointe Asset Management LLC |
421 |
*New |
2024-03-31 |
4,524 |
$531,000 |
4,524 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
776 |
- |
2024-03-31 |
4,441 |
$521,000 |
16 |
|
Retirement Planning Co of New England Inc. |
109 |
- |
2024-03-31 |
4,387 |
$515,000 |
-21 |
|
Eagle Strategies LLC |
158 |
*New |
2024-03-31 |
4,326 |
$508,000 |
4,326 |
|
WESPAC Advisors SoCal LLC |
67 |
- |
2024-03-31 |
4,220 |
$495,000 |
40 |
|
FTB Advisors Inc. |
340 |
- |
2024-03-31 |
3,955 |
$464,000 |
0 |
|
H D Vest Advisory Services |
1093 |
*New |
2024-03-31 |
3,816 |
$448,000 |
3,816 |
|
STEPHENS INC /AR/ |
868 |
- |
2024-03-31 |
3,734 |
$438,000 |
-401 |
|
BANK HAPOALIM BM |
106 |
- |
2024-03-31 |
3,682 |
$432,000 |
-125 |
|
CARDIFF PARK ADVISORS LLC |
179 |
- |
2024-03-31 |
3,500 |
$411,000 |
0 |
|
KINGSWOOD WEALTH ADVISORS LLC |
391 |
- |
2024-03-31 |
3,457 |
$406,000 |
-97 |
|
Spire Wealth Management |
585 |
- |
2024-03-31 |
3,318 |
$389,000 |
11 |
|
Atria Wealth Solutions Inc. |
1377 |
- |
2024-03-31 |
3,293 |
$387,000 |
-5,868 |
|
Milestone Advisory Partners |
47 |
- |
2023-09-30 |
3,729 |
$342,000 |
708 |
|
Brookstone Capital Management |
715 |
- |
2024-03-31 |
2,876 |
$338,000 |
308 |
|
TFB Advisors LLC |
182 |
- |
2024-03-31 |
2,996 |
$338,000 |
-1 |
|
IPG Investment Advisors LLC |
121 |
*New |
2024-03-31 |
2,700 |
$317,000 |
2,700 |
|
Advisors Preferred LLC |
111 |
*New |
2024-03-31 |
2,415 |
$282,000 |
2,415 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
307 |
- |
2024-03-31 |
2,360 |
$277,000 |
0 |
|
Ironsides Asset Advisors LLC |
61 |
*New |
2024-03-31 |
2,335 |
$274,000 |
2,335 |
|
Perigon Wealth Management LLC |
720 |
- |
2024-03-31 |
2,205 |
$259,000 |
0 |
|
AE Wealth Management LLC |
1019 |
- |
2024-03-31 |
2,095 |
$246,000 |
2,095 |
|
IEQ CAPITAL LLC |
838 |
*New |
2024-03-31 |
2,000 |
$235,000 |
2,000 |
|
MULTIFINANCIAL SECURITIES CORP |
2117 |
- |
2024-03-31 |
1,961 |
$230,000 |
-38 |
|
FINANCIAL NETWORK |
2492 |
*New |
2024-03-31 |
1,934 |
$227,000 |
1,934 |
|
GeoWealth Management LLC |
641 |
*New |
2024-03-31 |
1,922 |
$226,000 |
1,922 |
|
Goss Wealth Management LLC |
1785 |
- |
2024-03-31 |
1,863 |
$219,000 |
1,093 |
|
US BANCORP |
1969 |
- |
2024-03-31 |
1,800 |
$211,000 |
0 |
|
RAYMOND JAMES TRUST CO |
1188 |
*New |
2024-03-31 |
1,718 |
$202,000 |
1,718 |
|
D E SHAW & CO INC |
2614 |
*New |
2024-03-31 |
1,713 |
$201,000 |
1,713 |
|
CENTAURUS FINANCIAL INC. |
620 |
- |
2024-03-31 |
1,655 |
$194,000 |
0 |
|
PRIVATE TRUST CO NA |
658 |
- |
2024-03-31 |
1,646 |
$193,000 |
-1,035 |
|
Larson Financial Group LLC |
427 |
- |
2024-03-31 |
1,575 |
$185,000 |
306 |
|
COMERICA BANK |
2359 |
- |
2024-03-31 |
1,446 |
$170,000 |
39 |
|
FMR LLC |
2988 |
- |
2024-03-31 |
1,209 |
$142,000 |
-130 |
|
Sunbelt Securities Inc. |
714 |
- |
2024-03-31 |
799 |
$94,000 |
-1,533 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1844 |
- |
2024-03-31 |
751 |
$88,000 |
534 |
|
Y.D. More Investments Ltd |
221 |
- |
2024-03-31 |
630 |
$74,000 |
0 |
|
|
100 Records found
|
1
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