|
Institutional
Holders
Total
Institutions:
|
72 3 |
|
Total
shares held :
|
1,851,448 |
|
% of shares
held :
|
62.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
104,910 |
|
% of shares
held change :
|
3.52% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$53.64 |
|
Last
Quarter's Ending
Price :
|
$60.47 |
|
Last
Quarter's Average
Price :
|
$56.11 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.00 (10.69%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AE Wealth Management LLC |
127 |
- |
2024-03-31 |
309,040 |
$18,536,000 |
-135,683 |
|
BANK OF AMERICA CORP /DE/ |
2744 |
- |
2024-03-31 |
114,049 |
$6,841,000 |
-3,663 |
|
LPL FINANCIAL CORP |
1609 |
- |
2024-03-31 |
105,701 |
$6,340,000 |
2,029 |
|
AMERIPRISE FINANCIAL INC |
2139 |
- |
2024-03-31 |
101,922 |
$6,100,000 |
-3,866 |
|
Intercontinental Wealth Advisors LLC |
12 |
- |
2023-06-30 |
88,400 |
$5,075,000 |
522 |
|
Savoie Capital LLC |
31 |
*New |
2024-03-31 |
74,195 |
$4,450,000 |
74,195 |
|
Mango Investments LLC |
10 |
- |
2024-03-31 |
74,195 |
$4,450,000 |
0 |
|
CI Private Wealth LLC |
747 |
- |
2024-03-31 |
71,837 |
$4,309,000 |
-4,296 |
|
MORGAN STANLEY |
4041 |
- |
2024-03-31 |
63,084 |
$3,784,000 |
1,991 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
506 |
- |
2024-03-31 |
50,549 |
$3,032,000 |
6,916 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
816 |
- |
2024-03-31 |
48,286 |
$2,896,000 |
-8,817 |
|
JANE STREET GROUP LLC |
2031 |
- |
2024-03-31 |
40,546 |
$2,432,000 |
-288,477 |
|
ROYAL BANK OF CANADA |
2462 |
- |
2024-03-31 |
35,757 |
$2,144,000 |
-15,955 |
|
Sontag Advisory LLC |
192 |
- |
2024-03-31 |
35,000 |
$2,099,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1722 |
- |
2024-03-31 |
34,494 |
$2,069,000 |
12,883 |
|
QUANTITATIVE ADVANTAGE LLC |
74 |
- |
2023-03-31 |
27,764 |
$1,637,000 |
6,047 |
|
ENVESTNET ASSET MANAGEMENT INC |
2763 |
- |
2024-03-31 |
24,217 |
$1,453,000 |
5,363 |
|
Goss Wealth Management LLC |
906 |
- |
2024-03-31 |
19,869 |
$1,192,000 |
-8,287 |
|
CAPTRUST FINANCIAL ADVISORS |
1042 |
- |
2024-03-31 |
19,480 |
$1,168,000 |
-3,597 |
|
BB&T CORP |
1521 |
- |
2024-03-31 |
19,192 |
$1,151,000 |
5,965 |
|
Emerald Investment Partners LLC |
148 |
- |
2024-03-31 |
15,792 |
$947,000 |
464 |
|
PRUDENTIAL CORP PLC |
509 |
- |
2024-03-31 |
15,584 |
$935,000 |
-2,754 |
|
CITIGROUP INC |
2532 |
- |
2024-03-31 |
11,514 |
$691,000 |
-269 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2301 |
- |
2024-03-31 |
10,962 |
$658,000 |
1,830 |
|
H D Vest Advisory Services |
956 |
- |
2024-03-31 |
9,908 |
$594,000 |
-1,112 |
|
Vantage Financial Partners LLC |
79 |
- |
2024-03-31 |
8,972 |
$538,000 |
-394 |
|
CITADEL ADVISORS LLC |
3669 |
- |
2024-03-31 |
8,865 |
$532,000 |
8,865 |
|
Crescent Sterling Ltd. |
53 |
- |
2024-03-31 |
8,821 |
$529,000 |
-51 |
|
OLD MISSION CAPITAL LLC |
545 |
- |
2024-03-31 |
8,717 |
$523,000 |
745 |
|
Private Advisor Group LLC |
1572 |
- |
2024-03-31 |
7,592 |
$455,000 |
-407 |
|
Authentikos Wealth Advisory LLC |
40 |
- |
2024-03-31 |
7,401 |
$444,000 |
-142 |
|
MMBG INVESTMENT ADVISORS CO. |
127 |
- |
2024-03-31 |
7,375 |
$442,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2224 |
- |
2024-03-31 |
6,500 |
$390,000 |
6,500 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2517 |
- |
2024-03-31 |
6,216 |
$373,000 |
-194 |
|
Farther Finance Advisors LLC |
475 |
- |
2024-03-31 |
6,146 |
$366,000 |
2,309 |
|
MML INVESTORS SERVICES LLC |
1998 |
- |
2024-03-31 |
5,854 |
$351,000 |
-355 |
|
Foundations Investment Advisors LLC |
539 |
- |
2024-03-31 |
5,838 |
$350,000 |
-137 |
|
MARINER WEALTH ADVISORS, LLC |
2330 |
- |
2024-03-31 |
5,630 |
$338,000 |
-407 |
|
KWB Wealth |
102 |
- |
2024-03-31 |
5,480 |
$329,000 |
-1,913 |
|
UBS Group AG |
4396 |
- |
2024-03-31 |
5,170 |
$310,000 |
-9,367 |
|
Golden State Equity Partners |
287 |
- |
2023-12-31 |
4,788 |
$290,000 |
-27 |
|
Allie Family Office LLC |
64 |
- |
2024-03-31 |
4,455 |
$267,000 |
0 |
|
Slagle Financial LLC |
95 |
- |
2024-03-31 |
4,070 |
$244,000 |
-5,150 |
|
Csenge Advisory Group |
622 |
- |
2024-03-31 |
3,957 |
$237,000 |
-91 |
|
Kingdom Financial Group LLC. |
61 |
*New |
2024-03-31 |
3,358 |
$201,000 |
3,358 |
|
Richardson Capital Management LLC |
28 |
- |
2024-03-31 |
3,086 |
$185,000 |
0 |
|
Advisor Group Holdings Inc. |
3864 |
- |
2024-03-31 |
2,599 |
$156,000 |
-2,429 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
997 |
- |
2024-03-31 |
2,350 |
$141,000 |
-765 |
|
Pineridge Advisors LLC |
112 |
- |
2024-03-31 |
1,078 |
$65,000 |
-540 |
|
BLACKROCK INC. |
4508 |
- |
2024-03-31 |
1,064 |
$64,000 |
-104 |
|
CWM LLC |
2185 |
- |
2024-03-31 |
965 |
$58,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1412 |
- |
2023-12-31 |
910 |
$55,000 |
0 |
|
Tidemark LLC |
250 |
- |
2024-03-31 |
723 |
$43,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
637 |
- |
2024-03-31 |
615 |
$37,000 |
0 |
|
Retirement Group LLC |
302 |
- |
2024-03-31 |
477 |
$29,000 |
-92 |
|
BALDWIN BROTHERS INC/MA |
452 |
- |
2024-03-31 |
432 |
$26,000 |
-309 |
|
Householder Group Estate & Retirement Specialist L |
672 |
- |
2024-03-31 |
338 |
$20,000 |
2 |
|
FMR LLC |
3873 |
- |
2024-03-31 |
316 |
$19,000 |
304 |
|
PNC FINANCIAL SERVICES GROUP INC |
3433 |
- |
2024-03-31 |
325 |
$19,000 |
-156 |
|
Federation des caisses Desjardins du Quebec |
1656 |
- |
2024-03-31 |
300 |
$18,000 |
0 |
|
Capital Investment Advisory Services LLC |
778 |
- |
2024-03-31 |
250 |
$15,000 |
0 |
|
J P MORGAN CHASE & CO |
4986 |
- |
2024-03-31 |
227 |
$14,000 |
0 |
|
PRIVATE TRUST CO NA |
1541 |
- |
2024-03-31 |
235 |
$14,000 |
0 |
|
Global Retirement Partners LLC |
1961 |
- |
2024-03-31 |
210 |
$13,000 |
1 |
|
Larson Financial Group LLC |
992 |
- |
2024-03-31 |
201 |
$12,000 |
1 |
|
TD Waterhouse Canada Inc. |
1368 |
- |
2024-03-31 |
150 |
$10,000 |
0 |
|
Ahrens Investment Partners LLC |
660 |
*New |
2023-03-31 |
150 |
$9,000 |
150 |
|
Financial Advisory Service Inc. |
415 |
- |
2024-03-31 |
119 |
$7,000 |
102 |
|
NATIONAL BANK OF CANADA /FI/ |
2093 |
- |
2024-03-31 |
102 |
$6,000 |
14 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
888 |
*New |
2022-12-31 |
27 |
$2,000 |
27 |
|
McClarren Financial Advisors Inc. |
214 |
- |
2024-03-31 |
60 |
$2,000 |
40 |
|
Parallel Advisors LLC |
3089 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2297 |
*Closed |
2024-03-31 |
0 |
$0 |
-225 |
|
WELLS FARGO & CO/MN |
6189 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
B.O.S.S. Retirement Advisors LLC |
146 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,043 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
636 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,600 |
|
Simplicity WealthLLC |
1177 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,531 |
|
Key Financial Inc |
1295 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
GPS Wealth Strategies Group LLC |
1280 |
*Closed |
2024-03-31 |
0 |
$0 |
-587 |
|
PROEQUITIES INC. |
8649 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ORG Partners LLC |
873 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,672 |
|
ALTFEST L J & CO INC |
331 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,459 |
|
TOWER RESEARCH CAPITAL LLC |
6245 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
Global Wealth Management Investment Advisory Inc. |
447 |
*Closed |
2024-03-31 |
0 |
$0 |
-55 |
|
|
84 Records found
|
1
|
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