| |
Institutional
Holders
Total
Institutions:
 |
48  4 |
|
|
Total
shares held :
|
390,676 |
|
|
% of shares
held :
|
2.76% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
|
Amount
of shares held :
|
-124,170 |
|
|
% of shares
held change :
|
-0.88% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$42.88 |
|
|
Last
Quarter's Ending
Price :
|
$55.20 |
|
|
Last
Quarter's Average
Price :
|
$47.03 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 20.65 (43.91%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  TOTH FINANCIAL ADVISORY CORP |
49 |
- |
2024-03-31 |
89,668 |
$6,126,000 |
-1,685 |
|
| HIGHTOWER ADVISORS, LLC |
1165 |
- |
2024-03-31 |
46,645 |
$3,186,000 |
-30 |
|
| Cassaday & Co Wealth Management LLC |
60 |
- |
2024-03-31 |
30,801 |
$2,104,000 |
0 |
|
| CITADEL ADVISORS LLC |
2403 |
- |
2024-03-31 |
29,290 |
$2,001,000 |
19,007 |
|
| Advisor Group Holdings Inc. |
2102 |
- |
2024-03-31 |
18,378 |
$1,256,000 |
-5,098 |
|
| 9258 Wealth Management LLC |
104 |
- |
2024-03-31 |
17,450 |
$1,192,000 |
0 |
|
| SYNOVUS FINANCIAL CORP |
447 |
- |
2024-03-31 |
15,000 |
$1,025,000 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3029 |
- |
2024-03-31 |
14,249 |
$974,000 |
-3,896 |
|
| ROANOKE ASSET MANAGEMENT CORP/ NY |
58 |
- |
2024-03-31 |
13,440 |
$918,000 |
0 |
|
| GOLDMAN SACHS GROUP INC/ |
3693 |
- |
2024-03-31 |
11,699 |
$799,000 |
11,699 |
|
| CAPITAL INVESTMENT COUNSEL INC |
96 |
- |
2024-03-31 |
9,555 |
$653,000 |
-100 |
|
| CI Private Wealth LLC |
1507 |
- |
2024-03-31 |
9,120 |
$623,000 |
-857 |
|
| CWA Asset Management Group LLC |
289 |
*New |
2024-03-31 |
9,060 |
$619,000 |
9,060 |
|
| Atlantic Trust Group LLC |
782 |
- |
2024-03-31 |
9,000 |
$606,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1456 |
- |
2024-03-31 |
8,190 |
$560,000 |
0 |
|
| UBS Group AG |
4026 |
- |
2024-03-31 |
7,860 |
$537,000 |
7,569 |
|
| LPL FINANCIAL CORP |
3770 |
*New |
2024-03-31 |
6,834 |
$467,000 |
6,834 |
|
| Chicago Partners Investment Group LLC |
484 |
- |
2024-03-31 |
6,718 |
$435,000 |
4 |
|
| BLAIR WILLIAM & CO/IL |
1128 |
- |
2024-03-31 |
6,180 |
$422,000 |
-600 |
|
| HPM Partners LLC |
1698 |
- |
2024-03-31 |
6,000 |
$410,000 |
0 |
|
| WSFS CAPITAL MANAGEMENT LLC |
318 |
- |
2024-03-31 |
5,502 |
$376,000 |
-218 |
|
| TrinityPoint Wealth LLC |
221 |
- |
2024-03-31 |
5,484 |
$375,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
909 |
- |
2024-03-31 |
4,250 |
$290,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
4708 |
- |
2024-03-31 |
4,115 |
$281,000 |
2,300 |
|
| KENNEDY INVESTMENT GROUP |
100 |
- |
2024-03-31 |
4,100 |
$280,000 |
0 |
|
| ARGI INVESTMENT SERVICES, LLC |
372 |
- |
2022-12-31 |
6,000 |
$274,000 |
0 |
|
| Qube Research & Technologies Ltd |
2464 |
- |
2024-03-31 |
3,773 |
$258,000 |
-49 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
368 |
*New |
2024-03-31 |
3,621 |
$247,000 |
3,621 |
|
| BB&T CORP |
2358 |
*New |
2024-03-31 |
3,600 |
$246,000 |
3,600 |
|
| Good Life Advisors LLC |
423 |
*New |
2024-03-31 |
3,069 |
$210,000 |
3,069 |
|
| Private Advisor Group LLC |
2087 |
*New |
2024-03-31 |
3,000 |
$205,000 |
3,000 |
|
| Kestra Advisory Services LLC |
2252 |
- |
2024-03-31 |
2,960 |
$202,000 |
-13,075 |
|
| MORGAN STANLEY |
5546 |
- |
2024-03-31 |
2,871 |
$196,000 |
463 |
|
| SRS Capital Advisors Inc. |
315 |
- |
2024-03-31 |
2,441 |
$167,000 |
-245 |
|
| HARBOR INVESTMENT ADVISORY LLC |
388 |
- |
2024-03-31 |
2,100 |
$143,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
1,850 |
$102,000 |
0 |
|
| CITIGROUP INC |
3399 |
- |
2024-03-31 |
1,435 |
$98,000 |
0 |
|
| Spire Wealth Management |
1028 |
- |
2024-03-31 |
1,269 |
$87,000 |
-67 |
|
| Goss Wealth Management LLC |
2136 |
- |
2024-03-31 |
1,133 |
$77,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2928 |
- |
2024-03-31 |
1,129 |
$76,000 |
0 |
|
| CWM LLC |
2150 |
- |
2024-03-31 |
900 |
$61,000 |
-31 |
|
| US BANCORP |
2773 |
- |
2024-03-31 |
600 |
$41,000 |
0 |
|
| Main Street Group LTD |
235 |
- |
2024-03-31 |
600 |
$40,000 |
0 |
|
| HARTFORD FINANCIAL MANAGEMENT INC. |
262 |
- |
2024-03-31 |
420 |
$29,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
463 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
682 |
- |
2024-03-31 |
120 |
$8,000 |
0 |
|
| Geneos Wealth Management Inc. |
1652 |
- |
2024-03-31 |
102 |
$7,000 |
102 |
|
| HAZLETT BURT & WATSON INC. |
602 |
- |
2024-03-31 |
60 |
$4,000 |
0 |
|
| PROEQUITIES INC. |
2626 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Ronald Blue Trust Inc. |
2055 |
*Closed |
2024-03-31 |
0 |
$0 |
-137 |
|
| Client First Investment Management LLC |
25 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,150 |
|
| WELLS FARGO & CO/MN |
6008 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
| SIMPLEX TRADING LLC |
2384 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
| Belvedere Trading LLC |
248 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,045 |
|
| Glassman Wealth Services |
956 |
*Closed |
2024-03-31 |
0 |
$0 |
-234 |
|
| ADVISORY SERVICES NETWORK, LLC |
3707 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,024 |
|
| HOLLENCREST SECURITIES LLC |
1104 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
| TOWER RESEARCH CAPITAL LLC |
6120 |
- |
2024-03-31 |
1 |
$0 |
-9,334 |
|
| VIMA LLC |
418 |
*Closed |
2024-03-31 |
0 |
$0 |
-246 |
|
| EverSource Wealth Advisors LLC |
2571 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
60 Records found
|
1
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