|
Institutional
Holders
Total
Institutions:
|
130 11 |
|
Total
shares held :
|
6,795,297 |
|
% of shares
held :
|
36.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
2,243,806 |
|
% of shares
held change :
|
12.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$38.24 |
|
Last
Quarter's Ending
Price :
|
$44.00 |
|
Last
Quarter's Average
Price :
|
$39.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.98 (17.77%) |
|
|
|
|
|
|
|
|
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 AMERICA CORP /DE/ |
1203 |
- |
2024-03-31 |
1,243,090 |
$57,891,000 |
-94,275 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
302 |
- |
2024-03-31 |
417,131 |
$19,426,000 |
-114 |
|
COLONY GROUP, LLC |
164 |
- |
2024-03-31 |
363,932 |
$16,948,000 |
88,361 |
|
MORGAN STANLEY |
2893 |
- |
2024-03-31 |
350,278 |
$16,312,000 |
-6,595 |
|
LPL FINANCIAL CORP |
1062 |
- |
2024-03-31 |
333,647 |
$15,538,000 |
22,518 |
|
Gallagher Fiduciary Advisors LLC |
18 |
- |
2024-03-31 |
331,682 |
$15,446,000 |
-5,822 |
|
H D Vest Advisory Services |
119 |
- |
2024-03-31 |
316,843 |
$14,755,000 |
-12,042 |
|
ATRIA INVESTMENTS LLC |
99 |
*New |
2023-12-31 |
327,373 |
$14,404,000 |
327,373 |
|
F3Logic LLC |
14 |
- |
2022-12-31 |
343,099 |
$12,366,000 |
92,019 |
|
Gallagher Benefit Services Inc. |
14 |
- |
2022-12-31 |
343,099 |
$12,366,000 |
0 |
|
WELLS FARGO & CO/MN |
1477 |
- |
2024-03-31 |
234,025 |
$10,899,000 |
9,766 |
|
AMERIPRISE FINANCIAL INC |
1861 |
- |
2024-03-31 |
185,946 |
$8,657,000 |
14,856 |
|
CWM LLC |
353 |
- |
2024-03-31 |
148,948 |
$6,937,000 |
6,521 |
|
Steele Capital Management Inc. |
40 |
- |
2024-03-31 |
145,882 |
$6,794,000 |
-4,153 |
|
Matrix Trust Co |
15 |
- |
2024-03-31 |
145,698 |
$6,785,000 |
-4,056 |
|
Opes Wealth Management LLC |
28 |
- |
2024-03-31 |
105,115 |
$4,895,000 |
-2,339 |
|
MML INVESTORS SERVICES LLC |
714 |
- |
2024-03-31 |
90,191 |
$4,200,000 |
12,242 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1285 |
- |
2024-03-31 |
81,603 |
$3,800,000 |
-3,341 |
|
Black Diamond Financial LLC |
26 |
- |
2024-03-31 |
84,830 |
$3,733,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1348 |
- |
2024-03-31 |
80,028 |
$3,727,000 |
-2,358 |
|
Advisor Group Holdings Inc. |
1281 |
- |
2024-03-31 |
75,821 |
$3,531,000 |
4,276 |
|
NorthStar Asset Management LLC /NJ/ |
14 |
- |
2024-03-31 |
70,370 |
$3,277,000 |
4,823 |
|
UBS Group AG |
2601 |
- |
2024-03-31 |
66,582 |
$3,101,000 |
-506 |
|
Ipsen Advisor Group LLC |
6 |
- |
2022-12-31 |
85,769 |
$3,091,000 |
0 |
|
Atria Wealth Solutions Inc. |
481 |
- |
2024-03-31 |
65,995 |
$3,073,000 |
2,608 |
|
IAG Wealth Partners LLC |
31 |
- |
2024-03-31 |
65,532 |
$3,052,000 |
2,928 |
|
Certified Advisory Corp |
74 |
- |
2024-03-31 |
63,812 |
$2,972,000 |
1,851 |
|
Members Advisory Group LLC |
12 |
- |
2024-03-31 |
61,267 |
$2,854,000 |
1,832 |
|
MARINER WEALTH ADVISORS, LLC |
968 |
- |
2024-03-31 |
57,610 |
$2,683,000 |
5,646 |
|
LRI Investments LLC |
28 |
- |
2024-03-31 |
49,151 |
$2,236,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
195 |
- |
2024-03-31 |
47,416 |
$2,086,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
1392 |
- |
2024-03-31 |
44,332 |
$2,065,000 |
2,458 |
|
ROYAL BANK OF CANADA |
2522 |
- |
2024-03-31 |
42,379 |
$1,973,000 |
-48,792 |
|
RAYMOND JAMES & ASSOCIATES |
2215 |
- |
2024-03-31 |
38,548 |
$1,795,000 |
-1,728 |
|
Asset Allocation Strategies LLC |
34 |
- |
2024-03-31 |
38,047 |
$1,772,000 |
-377 |
|
GOLDMAN SACHS GROUP INC/ |
3278 |
- |
2024-03-31 |
35,400 |
$1,649,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
2714 |
- |
2024-03-31 |
33,670 |
$1,568,000 |
1,927 |
|
Rodgers & Associates LTD |
47 |
- |
2024-03-31 |
32,723 |
$1,524,000 |
77 |
|
SHELTON WEALTH MANAGEMENT LLC |
23 |
- |
2024-03-31 |
32,628 |
$1,520,000 |
-6,257 |
|
IEQ CAPITAL LLC |
371 |
- |
2024-03-31 |
32,100 |
$1,495,000 |
0 |
|
CI Private Wealth LLC |
1205 |
- |
2024-03-31 |
28,819 |
$1,342,000 |
-54 |
|
Global Retirement Partners LLC |
319 |
- |
2024-03-31 |
26,796 |
$1,248,000 |
-1,863 |
|
BEAM Asset Management LLC |
34 |
- |
2024-03-31 |
26,488 |
$1,234,000 |
60 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
13 |
- |
2024-03-31 |
25,278 |
$1,177,000 |
0 |
|
STIFEL FINANCIAL CORP |
2134 |
- |
2024-03-31 |
23,033 |
$1,073,000 |
-3,983 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1681 |
- |
2024-03-31 |
22,792 |
$1,061,000 |
14,526 |
|
FLAGSHIP HARBOR ADVISORS LLC |
248 |
- |
2024-03-31 |
21,778 |
$1,014,000 |
3,797 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
165 |
- |
2024-03-31 |
21,691 |
$1,010,000 |
-69,487 |
|
Phoenix Wealth Advisors |
44 |
- |
2024-03-31 |
20,309 |
$946,000 |
4,602 |
|
Private Advisor Group LLC |
1217 |
- |
2024-03-31 |
18,625 |
$867,000 |
98 |
|
FINANCIAL NETWORK |
1573 |
- |
2024-03-31 |
18,299 |
$852,000 |
-940 |
|
Merit Financial Group LLC |
447 |
- |
2024-03-31 |
18,848 |
$843,000 |
-2,204 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2860 |
- |
2024-03-31 |
16,663 |
$776,000 |
-30,827 |
|
COURAGE MILLER PARTNERS, LLC |
46 |
- |
2024-03-31 |
15,398 |
$717,000 |
-194 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
368 |
- |
2024-03-31 |
15,150 |
$706,000 |
-3,950 |
|
Mittelman Wealth Management |
42 |
- |
2024-03-31 |
15,016 |
$699,000 |
0 |
|
M HOLDINGS SECURITIES, INC. |
101 |
- |
2024-03-31 |
14,670 |
$683,000 |
-35,250 |
|
Visionary Wealth Advisors |
283 |
- |
2024-03-31 |
14,480 |
$674,000 |
-2,811 |
|
Crescent Grove Advisors LLC |
149 |
- |
2024-03-31 |
14,337 |
$668,000 |
0 |
|
CREATIVE PLANNING |
1638 |
- |
2024-03-31 |
14,196 |
$661,000 |
570 |
|
Private Wealth Strategies L.L.C. |
34 |
- |
2024-03-31 |
13,347 |
$622,000 |
14 |
|
SILVER OAK SECURITIES Inc |
209 |
- |
2024-03-31 |
12,015 |
$560,000 |
15 |
|
CITADEL ADVISORS LLC |
3686 |
- |
2024-03-31 |
11,245 |
$524,000 |
-7,688 |
|
NORTHERN TRUST CORP |
3559 |
- |
2024-03-31 |
10,706 |
$499,000 |
-129 |
|
SMITH CHAS P & ASSOCIATES PA CPAS |
93 |
- |
2024-03-31 |
10,682 |
$497,000 |
-172 |
|
Change Path LLC |
568 |
- |
2024-03-31 |
10,672 |
$497,000 |
-245 |
|
MULTIFINANCIAL SECURITIES CORP |
1621 |
- |
2024-03-31 |
10,381 |
$483,000 |
4,035 |
|
Windsor Group LTD |
101 |
- |
2023-09-30 |
12,093 |
$469,000 |
0 |
|
ADELL HARRIMAN & CARPENTER INC |
131 |
- |
2024-03-31 |
8,796 |
$410,000 |
0 |
|
Pathstone Holdings LLC |
1778 |
- |
2024-03-31 |
8,654 |
$403,000 |
2,944 |
|
Equitable Holdings Inc. |
880 |
- |
2024-03-31 |
8,569 |
$399,000 |
-3,932 |
|
Breakwater Capital Group |
178 |
- |
2024-03-31 |
8,068 |
$376,000 |
-164 |
|
CIBC WORLD MARKETS INC. |
988 |
- |
2024-03-31 |
7,942 |
$370,000 |
0 |
|
Madison Wealth Partners Inc |
80 |
- |
2024-03-31 |
7,767 |
$362,000 |
18 |
|
Goss Wealth Management LLC |
1524 |
- |
2024-03-31 |
7,761 |
$361,000 |
-351 |
|
Key Financial Inc |
186 |
- |
2024-03-31 |
6,450 |
$300,000 |
1,250 |
|
Aspire Wealth Management Corp |
78 |
- |
2024-03-31 |
6,388 |
$298,000 |
-69 |
|
COMERICA BANK |
2120 |
- |
2024-03-31 |
6,286 |
$293,000 |
0 |
|
Kestra Advisory Services LLC |
1993 |
- |
2024-03-31 |
6,232 |
$290,000 |
362 |
|
DAVENPORT & CO LLC |
927 |
- |
2024-03-31 |
6,200 |
$289,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1798 |
- |
2024-03-31 |
6,024 |
$281,000 |
-13,612 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
169 |
- |
2024-03-31 |
5,366 |
$250,000 |
-753 |
|
TFB Advisors LLC |
232 |
*New |
2024-03-31 |
5,605 |
$245,000 |
5,605 |
|
MCCORMACK ADVISORS INTERNATIONAL |
954 |
- |
2024-03-31 |
5,250 |
$244,000 |
450 |
|
JANE STREET GROUP LLC |
4566 |
*New |
2024-03-31 |
5,189 |
$242,000 |
5,189 |
|
RAYMOND JAMES TRUST CO |
1107 |
- |
2024-03-31 |
5,106 |
$238,000 |
-20 |
|
CITIGROUP INC |
3064 |
- |
2024-03-31 |
5,020 |
$234,000 |
-324 |
|
Towerpoint Wealth LLC |
71 |
- |
2024-03-31 |
4,993 |
$233,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
954 |
- |
2024-03-31 |
4,829 |
$225,000 |
1,963 |
|
Ellis Investment Partners LLC |
216 |
*New |
2024-03-31 |
4,452 |
$207,000 |
4,452 |
|
FMR LLC |
2854 |
- |
2024-03-31 |
4,446 |
$207,000 |
412 |
|
PROSPERA FINANCIAL SERVICES |
991 |
- |
2023-12-31 |
4,700 |
$207,000 |
-11,859 |
|
LexAurum Advisors LLC |
276 |
- |
2024-03-31 |
4,431 |
$206,000 |
-443 |
|
AdvisorNet Financial Inc |
480 |
- |
2024-03-31 |
4,077 |
$190,000 |
-197 |
|
Ritter Daniher Financial Advisory LLC / DE |
89 |
- |
2024-03-31 |
3,279 |
$153,000 |
99 |
|
WEST OAK CAPITAL LLC |
134 |
- |
2024-03-31 |
3,270 |
$152,000 |
0 |
|
Cape Investment Advisory Inc. |
177 |
- |
2023-12-31 |
3,417 |
$150,000 |
2 |
|
IFP Advisors Inc |
1085 |
- |
2023-12-31 |
3,324 |
$146,000 |
2 |
|
HARBOUR INVESTMENTS INC. |
1102 |
- |
2023-12-31 |
2,421 |
$107,000 |
7 |
|
PRIVATE TRUST CO NA |
899 |
- |
2024-03-31 |
1,950 |
$91,000 |
-1,130 |
|
|
100 Records found
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1
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