|
Institutional
Holders
Total
Institutions:
|
131 7 |
|
Total
shares held :
|
5,321,145 |
|
% of shares
held :
|
44.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
26,066 |
|
% of shares
held change :
|
0.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$67.94 |
|
Last
Quarter's Ending
Price :
|
$77.70 |
|
Last
Quarter's Average
Price :
|
$72.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.15 (25.14%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
438 |
- |
2024-03-31 |
772,787 |
$69,002,000 |
19,219 |
|
MORGAN STANLEY |
1520 |
- |
2024-03-31 |
717,678 |
$64,082,000 |
-15,757 |
|
RAYMOND JAMES & ASSOCIATES |
519 |
- |
2024-03-31 |
400,466 |
$35,758,000 |
53,593 |
|
BANK OF AMERICA CORP /DE/ |
1540 |
- |
2024-03-31 |
377,254 |
$33,685,000 |
-1,977 |
|
WHARTON BUSINESS GROUP, LLC |
33 |
- |
2024-03-31 |
170,724 |
$15,244,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
333 |
- |
2024-03-31 |
167,295 |
$14,938,000 |
6,781 |
|
ROYAL BANK OF CANADA |
1372 |
- |
2024-03-31 |
137,200 |
$12,251,000 |
23,264 |
|
WELLS FARGO & CO/MN |
1515 |
- |
2024-03-31 |
115,713 |
$10,332,000 |
-3,144 |
|
Baird Financial Group Inc. |
468 |
- |
2024-03-31 |
113,111 |
$10,100,000 |
1,837 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
788 |
- |
2024-03-31 |
110,262 |
$9,845,000 |
-6,882 |
|
Private Advisor Group LLC |
275 |
- |
2024-03-31 |
106,712 |
$9,528,000 |
-1,338 |
|
ENVESTNET ASSET MANAGEMENT INC |
1617 |
- |
2024-03-31 |
96,400 |
$8,608,000 |
26,298 |
|
Ethos Financial Group LLC |
18 |
*New |
2024-03-31 |
93,524 |
$8,351,000 |
93,524 |
|
GOLDMAN SACHS GROUP INC/ |
2210 |
- |
2024-03-31 |
90,187 |
$8,053,000 |
-175 |
|
CAPTRUST FINANCIAL ADVISORS |
395 |
- |
2024-03-31 |
87,423 |
$7,806,000 |
1,091 |
|
Kestra Advisory Services LLC |
407 |
- |
2024-03-31 |
79,577 |
$7,105,000 |
1,591 |
|
CWM LLC |
365 |
- |
2024-03-31 |
74,779 |
$6,677,000 |
-889 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
235 |
- |
2024-03-31 |
72,373 |
$6,462,000 |
-40,293 |
|
REGAL INVESTMENT ADVISORS, LLC |
62 |
*New |
2024-03-31 |
70,526 |
$6,297,000 |
70,526 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
28 |
- |
2022-12-31 |
92,354 |
$5,517,000 |
-6,020 |
|
Cornerstone Wealth Management LLC |
53 |
- |
2024-03-31 |
58,129 |
$5,190,000 |
908 |
|
Mill Creek Capital Advisors LLC |
53 |
- |
2024-03-31 |
55,088 |
$4,919,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1149 |
- |
2024-03-31 |
54,315 |
$4,850,000 |
-752 |
|
Dynamic Advisors Solutions LLC |
173 |
- |
2024-03-31 |
53,682 |
$4,793,000 |
-173 |
|
BB&T CORP |
898 |
- |
2024-03-31 |
51,996 |
$4,643,000 |
843 |
|
Rockefeller Capital Management L.P. |
781 |
- |
2024-03-31 |
42,418 |
$3,788,000 |
449 |
|
AMERIPRISE FINANCIAL INC |
2545 |
- |
2024-03-31 |
36,298 |
$3,269,000 |
-3,898 |
|
Firestone Capital Management |
23 |
- |
2024-03-31 |
36,416 |
$3,252,000 |
-327 |
|
WIN ADVISORS INC |
18 |
- |
2024-03-31 |
34,887 |
$3,115,000 |
-5,863 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
47 |
- |
2024-03-31 |
33,117 |
$2,957,000 |
-75 |
|
Advisor Group Holdings Inc. |
1420 |
- |
2024-03-31 |
32,609 |
$2,912,000 |
-10,164 |
|
Spire Wealth Management |
205 |
- |
2024-03-31 |
32,178 |
$2,873,000 |
2,933 |
|
Stratos Wealth Partners LTD. |
388 |
- |
2024-03-31 |
27,412 |
$2,448,000 |
1,772 |
|
JPL Wealth Management LLC |
26 |
- |
2024-03-31 |
27,172 |
$2,426,000 |
4,698 |
|
Ullmann Financial Group Inc. |
32 |
- |
2024-03-31 |
25,993 |
$2,321,000 |
1 |
|
Personal Resources Investment & Strategic Manageme |
23 |
- |
2024-03-31 |
24,848 |
$2,219,000 |
-86 |
|
Equitable Holdings Inc. |
460 |
- |
2024-03-31 |
20,904 |
$1,867,000 |
-69 |
|
Tobias Financial Advisors Inc. |
39 |
- |
2024-03-31 |
20,901 |
$1,866,000 |
-2 |
|
Merit Financial Group LLC |
281 |
- |
2024-03-31 |
20,256 |
$1,754,000 |
-687 |
|
Integrated Wealth Concepts LLC |
564 |
- |
2024-03-31 |
19,436 |
$1,735,000 |
1,305 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1926 |
- |
2024-03-31 |
19,338 |
$1,727,000 |
19,338 |
|
BALANCED WEALTH GROUP LLC |
23 |
- |
2024-03-31 |
17,705 |
$1,566,000 |
2 |
|
COMERICA BANK |
1303 |
- |
2024-03-31 |
17,276 |
$1,543,000 |
-1,364 |
|
FENIMORE ASSET MANAGEMENT INC |
76 |
- |
2024-03-31 |
17,000 |
$1,518,000 |
0 |
|
New England Private Wealth Advisors LLC |
66 |
- |
2024-03-31 |
15,844 |
$1,415,000 |
2 |
|
Apollon Wealth Management LLC |
368 |
- |
2024-03-31 |
15,750 |
$1,406,000 |
366 |
|
Geneos Wealth Management Inc. |
305 |
- |
2024-03-31 |
15,382 |
$1,373,000 |
646 |
|
Atria Wealth Solutions Inc. |
788 |
- |
2024-03-31 |
14,678 |
$1,311,000 |
816 |
|
Beacon Pointe Advisors LLC |
598 |
- |
2024-03-31 |
14,607 |
$1,304,000 |
0 |
|
Fulcrum Equity Management |
18 |
*New |
2024-03-31 |
14,024 |
$1,252,000 |
14,024 |
|
IHT Wealth Management LLC |
362 |
- |
2024-03-31 |
13,838 |
$1,236,000 |
1 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
170 |
- |
2024-03-31 |
13,381 |
$1,194,000 |
0 |
|
Parallel Advisors LLC |
336 |
- |
2024-03-31 |
12,330 |
$1,101,000 |
0 |
|
CITADEL ADVISORS LLC |
3070 |
- |
2024-03-31 |
11,176 |
$998,000 |
2,421 |
|
Focus Financial Network Inc. |
261 |
- |
2024-03-31 |
11,545 |
$986,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1439 |
- |
2024-03-31 |
10,855 |
$969,000 |
2,021 |
|
Steward Partners Investment Advisory LLC |
801 |
- |
2024-03-31 |
10,832 |
$967,000 |
-1,280 |
|
CIBC WORLD MARKETS INC. |
755 |
*New |
2024-03-31 |
10,628 |
$949,000 |
10,628 |
|
GeoWealth Management LLC |
311 |
- |
2024-03-31 |
10,277 |
$918,000 |
10,277 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
339 |
- |
2023-12-31 |
11,438 |
$889,000 |
0 |
|
FINANCIAL NETWORK |
1548 |
- |
2024-03-31 |
9,880 |
$882,000 |
489 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
398 |
*New |
2024-03-31 |
8,986 |
$802,000 |
8,986 |
|
FLAGSHIP HARBOR ADVISORS LLC |
283 |
- |
2024-03-31 |
8,785 |
$784,000 |
66 |
|
Investors Research Corp |
142 |
- |
2024-03-31 |
8,653 |
$773,000 |
498 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
288 |
*New |
2024-03-31 |
8,600 |
$768,000 |
8,600 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1095 |
- |
2024-03-31 |
8,311 |
$742,000 |
-45 |
|
OPPENHEIMER & CO INC |
852 |
- |
2024-03-31 |
8,277 |
$739,000 |
149 |
|
MULTIFINANCIAL SECURITIES CORP |
1328 |
- |
2024-03-31 |
8,266 |
$738,000 |
1,011 |
|
STIFEL FINANCIAL CORP |
2429 |
- |
2024-03-31 |
7,551 |
$674,000 |
-305 |
|
PROSPERA FINANCIAL SERVICES |
573 |
- |
2023-12-31 |
8,425 |
$655,000 |
131 |
|
STRATEGY ASSET MANAGERS LLC |
119 |
- |
2024-03-31 |
7,048 |
$629,000 |
0 |
|
HARMONY ASSET MANAGEMENT LLC |
82 |
- |
2024-03-31 |
6,958 |
$621,000 |
1,026 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
624 |
- |
2024-03-31 |
6,550 |
$585,000 |
-3 |
|
GLENMEDE TRUST CO NA |
881 |
- |
2024-03-31 |
6,442 |
$575,000 |
0 |
|
Armbruster Capital Management Inc. |
67 |
- |
2024-03-31 |
6,370 |
$569,000 |
0 |
|
Koshinski Asset Management Inc. |
307 |
- |
2024-03-31 |
6,152 |
$549,000 |
-5,881 |
|
Covenant Asset Management LLC |
95 |
- |
2024-03-31 |
6,118 |
$546,000 |
-833 |
|
EPG Wealth Management LLC |
163 |
- |
2024-03-31 |
6,000 |
$536,000 |
0 |
|
Beacon Financial Advisory LLC |
124 |
- |
2024-03-31 |
5,308 |
$474,000 |
0 |
|
CREATIVE PLANNING |
1889 |
- |
2024-03-31 |
5,270 |
$471,000 |
1,609 |
|
JANNEY MONTGOMERY SCOTT LLC |
2043 |
- |
2024-03-31 |
5,186 |
$463,000 |
207 |
|
Evolution Wealth Advisors LLC |
86 |
*New |
2024-03-31 |
5,000 |
$446,000 |
5,000 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
451 |
- |
2024-03-31 |
4,811 |
$430,000 |
0 |
|
FMR LLC |
2636 |
- |
2024-03-31 |
4,546 |
$406,000 |
433 |
|
Total Clarity Wealth Management Inc. |
165 |
- |
2024-03-31 |
4,537 |
$405,000 |
1,585 |
|
PNC FINANCIAL SERVICES GROUP INC |
1680 |
- |
2024-03-31 |
4,455 |
$398,000 |
-1,866 |
|
MATHER GROUP, INC. |
382 |
- |
2024-03-31 |
5,104 |
$397,000 |
180 |
|
GSA CAPITAL PARTNERS LLP |
1058 |
*New |
2024-03-31 |
4,375 |
$391,000 |
4,375 |
|
Chicago Partners Investment Group LLC |
510 |
- |
2024-03-31 |
4,425 |
$380,000 |
0 |
|
Arkadios Wealth Advisors |
466 |
- |
2024-03-31 |
4,203 |
$375,000 |
-49 |
|
HIGHTOWER ADVISORS, LLC |
2519 |
*New |
2024-03-31 |
3,931 |
$351,000 |
3,931 |
|
HFG Advisors Inc. |
69 |
- |
2024-03-31 |
3,850 |
$344,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
993 |
- |
2024-03-31 |
4,923 |
$334,000 |
308 |
|
BLAIR WILLIAM & CO/IL |
1216 |
- |
2024-03-31 |
3,713 |
$332,000 |
0 |
|
TWO SIGMA INVESTMENTS LLC |
2420 |
*New |
2024-03-31 |
3,600 |
$321,000 |
3,600 |
|
Traction Financial Partners LLC |
43 |
- |
2024-03-31 |
3,553 |
$315,000 |
0 |
|
Horizon Family Wealth Inc. |
55 |
- |
2024-03-31 |
3,522 |
$314,000 |
359 |
|
Sigma Planning Corp |
944 |
- |
2024-03-31 |
3,431 |
$306,000 |
3,431 |
|
NorthRock Partners LLC |
307 |
- |
2024-03-31 |
3,380 |
$302,000 |
0 |
|
JANE STREET GROUP LLC |
4362 |
*New |
2024-03-31 |
3,385 |
$302,000 |
3,385 |
|
|
100 Records found
|
1
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