|
Institutional
Holders
Total
Institutions:
|
107 2 |
|
Total
shares held :
|
3,026,279 |
|
% of shares
held :
|
12.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
47,369 |
|
% of shares
held change :
|
0.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.93 |
|
Last
Quarter's Ending
Price :
|
$59.21 |
|
Last
Quarter's Average
Price :
|
$52.86 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.80 (12.86%) |
|
|
|
|
|
|
|
|
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 |
2360 |
- |
2024-03-31 |
438,882 |
$26,860,000 |
-21,459 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
5 |
- |
2024-03-31 |
254,668 |
$15,586,000 |
3,153 |
|
BANK OF AMERICA CORP /DE/ |
2195 |
- |
2024-03-31 |
231,255 |
$14,153,000 |
24,781 |
|
Steele Capital Management Inc. |
29 |
- |
2024-03-31 |
191,576 |
$11,724,000 |
-3,844 |
|
Matrix Trust Co |
11 |
- |
2024-03-31 |
190,780 |
$11,676,000 |
-3,443 |
|
ROYAL BANK OF CANADA |
1617 |
- |
2024-03-31 |
132,427 |
$8,104,000 |
20,536 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
938 |
- |
2024-03-31 |
119,056 |
$7,286,000 |
-12,128 |
|
WELLS FARGO & CO/MN |
1768 |
- |
2024-03-31 |
114,513 |
$7,008,000 |
-2,333 |
|
UBS Group AG |
2053 |
- |
2024-03-31 |
94,080 |
$5,758,000 |
-3,154 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
547 |
- |
2024-03-31 |
88,578 |
$5,421,000 |
-2,531 |
|
LPL FINANCIAL CORP |
1756 |
- |
2024-03-31 |
83,106 |
$5,086,000 |
-11,725 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
51 |
- |
2024-03-31 |
82,686 |
$5,060,000 |
504 |
|
H D Vest Advisory Services |
373 |
- |
2024-03-31 |
61,874 |
$3,787,000 |
-9,033 |
|
Ipsen Advisor Group LLC |
4 |
- |
2022-12-31 |
70,529 |
$3,672,000 |
0 |
|
Chicago Partners Investment Group LLC |
141 |
- |
2024-03-31 |
52,742 |
$3,064,000 |
41 |
|
Prosperity Consulting Group LLC |
77 |
*New |
2024-03-31 |
49,847 |
$3,051,000 |
49,847 |
|
EisnerAmper Wealth Management Corporate Benefits L |
23 |
- |
2023-12-31 |
51,460 |
$3,047,000 |
-4,271 |
|
Viewpoint Capital Management LLC |
17 |
- |
2024-03-31 |
46,128 |
$2,823,000 |
30 |
|
GOLDMAN SACHS GROUP INC/ |
2988 |
- |
2024-03-31 |
43,420 |
$2,657,000 |
0 |
|
Kestra Advisory Services LLC |
785 |
- |
2024-03-31 |
40,028 |
$2,450,000 |
5,170 |
|
CAPTRUST FINANCIAL ADVISORS |
726 |
- |
2024-03-31 |
39,521 |
$2,419,000 |
-15,484 |
|
AMERIPRISE FINANCIAL INC |
2733 |
- |
2024-03-31 |
36,606 |
$2,242,000 |
-1,074 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1716 |
- |
2024-03-31 |
35,310 |
$2,161,000 |
-160 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1247 |
- |
2024-03-31 |
33,224 |
$2,033,000 |
-1,386 |
|
Rodgers & Associates LTD |
41 |
- |
2024-03-31 |
32,810 |
$2,008,000 |
1,291 |
|
Hyperion Capital Advisors LP |
20 |
- |
2024-03-31 |
27,400 |
$1,677,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2075 |
- |
2024-03-31 |
24,737 |
$1,514,000 |
273 |
|
MB Generational Wealth LLC |
14 |
- |
2024-03-31 |
23,415 |
$1,433,000 |
0 |
|
CI Private Wealth LLC |
1188 |
- |
2024-03-31 |
22,644 |
$1,386,000 |
725 |
|
IHT Wealth Management LLC |
355 |
- |
2024-03-31 |
21,018 |
$1,286,000 |
901 |
|
Kohmann Bosshard Financial Services LLC |
73 |
- |
2024-03-31 |
20,331 |
$1,244,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1109 |
- |
2024-03-31 |
18,151 |
$1,111,000 |
-1,614 |
|
LRI Investments LLC |
58 |
- |
2024-03-31 |
18,321 |
$1,099,000 |
0 |
|
COMERICA BANK |
1488 |
- |
2024-03-31 |
17,743 |
$1,086,000 |
460 |
|
CITADEL ADVISORS LLC |
3038 |
- |
2024-03-31 |
16,850 |
$1,031,000 |
16,850 |
|
DAVIDSON D A & CO |
726 |
- |
2024-03-31 |
16,599 |
$1,016,000 |
673 |
|
MARINER WEALTH ADVISORS, LLC |
1491 |
- |
2024-03-31 |
16,430 |
$1,005,000 |
3 |
|
Cetera Investment Advisers |
905 |
- |
2024-03-31 |
15,996 |
$979,000 |
-318 |
|
Merit Financial Group LLC |
408 |
- |
2024-03-31 |
16,406 |
$963,000 |
-944 |
|
MONECO Advisors LLC |
154 |
- |
2024-03-31 |
15,429 |
$944,000 |
-256 |
|
JANNEY MONTGOMERY SCOTT LLC |
1576 |
- |
2024-03-31 |
14,473 |
$886,000 |
-415 |
|
Jackson Creek Investment Advisors LLC |
195 |
- |
2024-03-31 |
19,578 |
$848,000 |
-2,934 |
|
PANORAMIC INVESTMENT ADVISORS LLC |
41 |
- |
2024-03-31 |
13,341 |
$816,000 |
-182 |
|
Advisor Group Holdings Inc. |
2580 |
- |
2024-03-31 |
12,247 |
$749,000 |
-156 |
|
GTS SECURITIES LLC |
631 |
*New |
2024-03-31 |
12,104 |
$741,000 |
12,104 |
|
PACIFIC SUN FINANCIAL CORP |
71 |
- |
2024-03-31 |
12,112 |
$741,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1134 |
- |
2024-03-31 |
10,686 |
$657,000 |
-60 |
|
Black Diamond Financial LLC |
59 |
- |
2024-03-31 |
10,879 |
$644,000 |
0 |
|
COURAGE MILLER PARTNERS, LLC |
50 |
- |
2024-03-31 |
10,480 |
$641,000 |
-56 |
|
Mill Creek Capital Advisors LLC |
145 |
- |
2024-03-31 |
9,432 |
$577,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1493 |
- |
2024-03-31 |
9,254 |
$566,000 |
140 |
|
Dynamic Advisors Solutions LLC |
593 |
- |
2024-03-31 |
8,444 |
$517,000 |
-373 |
|
RAYMOND JAMES & ASSOCIATES |
3116 |
- |
2024-03-31 |
6,967 |
$426,000 |
-69 |
|
FINANCIAL NETWORK |
2084 |
- |
2024-03-31 |
6,390 |
$391,000 |
-106 |
|
Ruane Cunniff & Goldfarb L.P. |
26 |
- |
2024-03-31 |
6,380 |
$390,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
1019 |
- |
2024-03-31 |
6,260 |
$383,000 |
5,577 |
|
ENVESTNET ASSET MANAGEMENT INC |
3578 |
- |
2024-03-31 |
6,098 |
$373,000 |
295 |
|
CITIGROUP INC |
2879 |
- |
2024-03-31 |
6,086 |
$372,000 |
404 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
376 |
- |
2024-03-31 |
5,913 |
$362,000 |
0 |
|
Towerpoint Wealth LLC |
58 |
- |
2024-03-31 |
5,675 |
$347,000 |
0 |
|
Madison Wealth Partners Inc |
84 |
- |
2024-03-31 |
5,548 |
$340,000 |
16 |
|
HIGHTOWER ADVISORS, LLC |
2540 |
- |
2024-03-31 |
5,543 |
$339,000 |
-6 |
|
Perennial Investment Advisors LLC |
246 |
- |
2024-03-31 |
5,300 |
$324,000 |
-80 |
|
Argent Trust Co |
528 |
- |
2024-03-31 |
4,889 |
$299,000 |
0 |
|
NBC SECURITIES INC. |
607 |
- |
2024-03-31 |
4,834 |
$295,000 |
165 |
|
LINCOLN NATIONAL CORP |
965 |
- |
2024-03-31 |
4,705 |
$288,000 |
-1,321 |
|
ESSEX FINANCIAL SERVICES INC |
432 |
- |
2024-03-31 |
4,657 |
$285,000 |
0 |
|
Equitable Holdings Inc. |
967 |
- |
2024-03-31 |
4,616 |
$282,000 |
-292 |
|
FMR LLC |
2759 |
- |
2024-03-31 |
4,530 |
$277,000 |
1,810 |
|
Sigma Planning Corp |
991 |
- |
2024-03-31 |
4,452 |
$272,000 |
51 |
|
DFPG INVESTMENTS INC. |
537 |
- |
2023-12-31 |
4,621 |
$266,000 |
-217 |
|
CREATIVE PLANNING |
2384 |
- |
2024-03-31 |
4,105 |
$251,000 |
2 |
|
Private Advisor Group LLC |
2008 |
*New |
2024-03-31 |
3,797 |
$232,000 |
3,797 |
|
CWM LLC |
1441 |
- |
2024-03-31 |
3,695 |
$226,000 |
0 |
|
Geneos Wealth Management Inc. |
675 |
- |
2024-03-31 |
3,658 |
$224,000 |
-404 |
|
SAGE FINANCIAL GROUP INC |
101 |
- |
2024-03-31 |
3,413 |
$209,000 |
0 |
|
BARRETT & COMPANY INC. |
132 |
- |
2024-03-31 |
3,093 |
$189,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
947 |
- |
2023-12-31 |
2,700 |
$160,000 |
-300 |
|
City State Bank |
219 |
- |
2024-03-31 |
2,196 |
$134,000 |
0 |
|
J P MORGAN CHASE & CO |
4378 |
- |
2024-03-31 |
2,069 |
$127,000 |
-6,567 |
|
Key Financial Inc |
294 |
- |
2024-03-31 |
1,892 |
$116,000 |
1,095 |
|
PROEQUITIES INC. |
884 |
- |
2024-03-31 |
1,787 |
$109,000 |
-242 |
|
Smartleaf Asset Management LLC |
444 |
- |
2024-03-31 |
1,805 |
$108,000 |
-26 |
|
PRINCIPAL SECURITIES INC. |
1300 |
- |
2024-03-31 |
1,481 |
$91,000 |
981 |
|
PRIVATE TRUST CO NA |
922 |
- |
2024-03-31 |
1,405 |
$86,000 |
0 |
|
Capital Investment Advisory Services LLC |
607 |
- |
2024-03-31 |
1,200 |
$73,000 |
0 |
|
Sunbelt Securities Inc. |
801 |
- |
2024-03-31 |
1,075 |
$66,000 |
641 |
|
BARTLETT & CO. LLC |
682 |
*New |
2023-12-31 |
882 |
$53,000 |
882 |
|
Cedar Mountain Advisors LLC |
75 |
- |
2024-03-31 |
831 |
$51,000 |
0 |
|
Laurel Wealth Advisors LLC |
291 |
- |
2024-03-31 |
840 |
$51,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
597 |
- |
2024-03-31 |
759 |
$46,000 |
-396 |
|
Rise Advisors LLC |
285 |
- |
2024-03-31 |
643 |
$39,000 |
2 |
|
Archer Investment Corp |
467 |
- |
2024-03-31 |
468 |
$29,000 |
0 |
|
Coastal Investment Advisors Inc. |
630 |
*New |
2024-03-31 |
350 |
$21,000 |
350 |
|
ST GERMAIN D J CO INC |
474 |
- |
2024-03-31 |
351 |
$21,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1747 |
- |
2024-03-31 |
270 |
$17,000 |
0 |
|
Retirement Group LLC |
386 |
- |
2024-03-31 |
279 |
$17,000 |
0 |
|
New England Capital Financial Advisors LLC |
194 |
- |
2024-03-31 |
264 |
$16,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
223 |
- |
2024-03-31 |
222 |
$14,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2644 |
- |
2024-03-31 |
222 |
$14,000 |
0 |
|
|
100 Records found
|
1
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