|
Institutional
Holders
Total
Institutions:
|
286 8 |
|
Total
shares held :
|
9,284,508 |
|
% of shares
held :
|
51.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
1,985,202 |
|
% of shares
held change :
|
11.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$63.07 |
|
Last
Quarter's Ending
Price :
|
$69.05 |
|
Last
Quarter's Average
Price :
|
$65.17 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.17 (14.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Rockefeller Capital Management L.P. |
198 |
- |
2023-12-31 |
464,699 |
$32,088,000 |
34,851 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
188 |
- |
2024-03-31 |
347,045 |
$25,494,000 |
44,613 |
|
Waterloo Capital L.P. |
3 |
- |
2023-12-31 |
243,462 |
$16,811,000 |
11,084 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
331 |
- |
2024-03-31 |
204,084 |
$14,992,000 |
-11,037 |
|
STIFEL FINANCIAL CORP |
658 |
- |
2023-12-31 |
194,608 |
$13,438,000 |
172,603 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
85 |
*New |
2024-03-31 |
170,922 |
$12,556,000 |
170,922 |
|
LPL FINANCIAL CORP |
1274 |
- |
2024-03-31 |
148,517 |
$10,910,000 |
8,394 |
|
MORGAN STANLEY |
3242 |
- |
2023-12-31 |
156,094 |
$10,778,000 |
59,957 |
|
LBMC INVESTMENT ADVISORS, LLC |
18 |
- |
2024-03-31 |
139,630 |
$10,257,000 |
-879 |
|
PATTON ALBERTSON & MILLER, LLC |
19 |
- |
2024-03-31 |
113,065 |
$8,306,000 |
-1,398 |
|
BANK OF AMERICA CORP /DE/ |
2530 |
- |
2023-12-31 |
119,132 |
$8,226,000 |
-13,287 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
917 |
- |
2024-03-31 |
104,280 |
$7,660,000 |
-50,418 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
77 |
- |
2023-12-31 |
79,650 |
$5,500,000 |
237 |
|
First Ascent Asset Management LLC |
26 |
- |
2023-12-31 |
79,461 |
$5,487,000 |
5,490 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
16 |
- |
2023-12-31 |
79,146 |
$5,465,000 |
1,842 |
|
Legacy Financial Group LLC |
23 |
- |
2024-03-31 |
71,995 |
$5,289,000 |
71,995 |
|
UNIQUE WEALTH LLC |
14 |
- |
2024-03-31 |
70,602 |
$5,186,000 |
3,375 |
|
Wealth Alliance |
21 |
- |
2024-03-31 |
66,341 |
$4,873,000 |
-413 |
|
WELLS FARGO & CO/MN |
1983 |
- |
2024-03-31 |
65,969 |
$4,846,000 |
-1,112,573 |
|
Ellenbecker Investment Group |
12 |
- |
2024-03-31 |
63,495 |
$4,664,000 |
6,460 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
222 |
- |
2024-03-31 |
61,073 |
$4,486,000 |
9,942 |
|
AMERIPRISE FINANCIAL INC |
2376 |
- |
2023-12-31 |
64,137 |
$4,429,000 |
32,661 |
|
Consilium Wealth Advisory LLC |
12 |
- |
2024-03-31 |
58,276 |
$4,281,000 |
844 |
|
Aveo Capital Partners LLC |
62 |
- |
2024-03-31 |
58,699 |
$4,237,000 |
2,822 |
|
Dynamic Advisors Solutions LLC |
189 |
- |
2024-03-31 |
56,488 |
$4,150,000 |
42,904 |
|
Sigma Planning Corp |
158 |
- |
2024-03-31 |
56,464 |
$4,148,000 |
26,238 |
|
Financial Advocates Investment Management |
111 |
- |
2024-03-31 |
41,515 |
$3,590,000 |
20,767 |
|
Comprehensive Portfolio Management LLC |
115 |
- |
2024-03-31 |
47,497 |
$3,489,000 |
-1,697 |
|
ENVESTNET ASSET MANAGEMENT INC |
2139 |
- |
2023-12-31 |
49,507 |
$3,418,000 |
41,341 |
|
Fort Henry Capital LLC |
8 |
- |
2024-03-31 |
45,664 |
$3,354,000 |
-194 |
|
Archvest Wealth Advisors Inc. |
11 |
- |
2024-03-31 |
45,389 |
$3,322,000 |
867 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
44,200 |
$3,052,000 |
-1,267 |
|
AE Wealth Management LLC |
774 |
- |
2023-12-31 |
41,537 |
$2,883,000 |
1,216 |
|
Charles Schwab Trust Co |
52 |
*New |
2024-03-31 |
38,054 |
$2,795,000 |
38,054 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
824 |
- |
2024-03-31 |
37,643 |
$2,765,000 |
-7,858 |
|
Steel Peak Wealth Management LLC |
126 |
- |
2024-03-31 |
37,263 |
$2,737,000 |
740 |
|
Goss Wealth Management LLC |
551 |
- |
2023-12-31 |
39,317 |
$2,709,000 |
-291 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
648 |
- |
2023-09-30 |
42,622 |
$2,706,000 |
0 |
|
Canal Capital Management LLC |
58 |
- |
2024-03-31 |
36,820 |
$2,705,000 |
1,002 |
|
ROYAL BANK OF CANADA |
2352 |
- |
2023-12-31 |
37,944 |
$2,620,000 |
14,404 |
|
Ahrens Investment Partners LLC |
18 |
- |
2023-03-31 |
39,823 |
$2,532,000 |
-1,009 |
|
Weaver Consulting Group |
27 |
- |
2024-03-31 |
34,258 |
$2,517,000 |
-870 |
|
MARINO STRAM & ASSOCIATES LLC |
33 |
- |
2024-03-31 |
33,264 |
$2,444,000 |
-39 |
|
Trilogy Capital Inc. |
125 |
- |
2024-03-31 |
33,118 |
$2,433,000 |
-9,316 |
|
NorthStar Asset Management LLC /NJ/ |
19 |
- |
2024-03-31 |
2,194,124 |
$2,216,000 |
33,111 |
|
HANSON MCCLAIN, INC. |
306 |
- |
2024-03-31 |
29,721 |
$2,183,000 |
1,380 |
|
Archford Capital Strategies LLC |
70 |
- |
2024-03-31 |
29,321 |
$2,154,000 |
-540 |
|
CAPTRUST FINANCIAL ADVISORS |
886 |
- |
2023-12-31 |
30,295 |
$2,092,000 |
1,899 |
|
Brookstone Capital Management |
347 |
- |
2024-03-31 |
28,423 |
$2,088,000 |
1,083 |
|
UBS Group AG |
2816 |
- |
2023-12-31 |
29,479 |
$2,036,000 |
2,287 |
|
RENAISSANCE TECHNOLOGIES LLC |
1957 |
- |
2023-12-31 |
28,722 |
$1,983,000 |
28,722 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
28,670 |
$1,980,000 |
1,013 |
|
Mutual Advisors LLC |
277 |
- |
2024-03-31 |
26,711 |
$1,962,000 |
-1,308 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
100 |
- |
2024-03-31 |
26,530 |
$1,949,000 |
-1,407 |
|
Syverson Strege & Co |
16 |
- |
2024-03-31 |
26,521 |
$1,948,000 |
385 |
|
Kestra Advisory Services LLC |
800 |
- |
2023-12-31 |
28,178 |
$1,946,000 |
-1,831 |
|
Advisor Group Holdings Inc. |
1718 |
- |
2024-03-31 |
26,205 |
$1,926,000 |
-1,068 |
|
Adviser Investments LLC |
245 |
- |
2024-03-31 |
26,109 |
$1,918,000 |
-1,807 |
|
CI Private Wealth LLC |
1047 |
- |
2024-03-31 |
25,115 |
$1,845,000 |
6 |
|
PEREGRINE ASSET ADVISERS, INC. |
39 |
- |
2024-03-31 |
25,092 |
$1,843,000 |
-257 |
|
Strategic Advocates LLC |
30 |
- |
2024-03-31 |
24,836 |
$1,824,000 |
919 |
|
RTD Financial Advisors Inc. |
52 |
- |
2024-03-31 |
24,191 |
$1,777,000 |
3,393 |
|
Prosperity Consulting Group LLC |
106 |
- |
2024-03-31 |
23,814 |
$1,749,000 |
9,447 |
|
Greystone Financial Group LLC |
50 |
- |
2024-03-31 |
22,262 |
$1,635,000 |
2,514 |
|
Arcus Capital Partners LLC |
29 |
- |
2024-03-31 |
22,214 |
$1,632,000 |
76 |
|
Buttonwood Financial Group LLC |
19 |
- |
2024-03-31 |
21,910 |
$1,610,000 |
-317 |
|
Visionary Wealth Advisors |
175 |
- |
2023-12-31 |
23,287 |
$1,608,000 |
-575 |
|
JANE STREET GROUP LLC |
2683 |
- |
2023-12-31 |
23,077 |
$1,593,000 |
-24,744 |
|
ARGI INVESTMENT SERVICES, LLC |
188 |
- |
2022-12-31 |
26,516 |
$1,584,000 |
-594 |
|
ODonnell Financial Services LLC |
19 |
- |
2024-03-31 |
21,556 |
$1,584,000 |
465 |
|
Plan Group Financial LLC |
24 |
- |
2024-03-31 |
20,825 |
$1,530,000 |
4,203 |
|
Polaris Wealth Advisers LLC |
107 |
- |
2023-09-30 |
23,817 |
$1,512,000 |
-1,946 |
|
Wealth Forward LLC |
13 |
- |
2024-03-31 |
20,519 |
$1,507,000 |
2,241 |
|
Venturi Wealth Management LLC |
127 |
- |
2024-03-31 |
20,366 |
$1,496,000 |
-1,170 |
|
CAPITAL INSIGHT PARTNERS LLC |
78 |
- |
2024-03-31 |
19,379 |
$1,424,000 |
-517 |
|
Private Advisor Group LLC |
989 |
- |
2024-03-31 |
19,151 |
$1,407,000 |
-1,521 |
|
One Capital Management LLC |
163 |
- |
2024-03-31 |
19,024 |
$1,398,000 |
-1,742 |
|
CYNOSURE MANAGEMENT LLC |
50 |
- |
2024-03-31 |
18,228 |
$1,339,000 |
0 |
|
Redhawk Wealth Advisors Inc. |
88 |
- |
2023-12-31 |
19,116 |
$1,320,000 |
365 |
|
MARINER WEALTH ADVISORS, LLC |
1263 |
- |
2023-12-31 |
18,832 |
$1,300,000 |
5,600 |
|
FinTrust Capital Advisors LLC |
88 |
- |
2024-03-31 |
17,337 |
$1,274,000 |
2,956 |
|
Corrigan Financial Inc. |
34 |
- |
2024-03-31 |
15,891 |
$1,167,000 |
-1,594 |
|
CITADEL ADVISORS LLC |
2785 |
*New |
2023-12-31 |
16,758 |
$1,157,000 |
16,758 |
|
Garrett Investment Advisors LLC |
141 |
- |
2024-03-31 |
15,570 |
$1,144,000 |
345 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1966 |
- |
2024-03-31 |
15,459 |
$1,136,000 |
-1,885 |
|
J P MORGAN CHASE & CO |
3292 |
- |
2024-03-31 |
15,380 |
$1,130,000 |
5,399 |
|
TRUE Private Wealth Advisors |
89 |
- |
2024-03-31 |
15,256 |
$1,121,000 |
-45 |
|
Worth Financial Advisory Group LLC |
35 |
- |
2024-03-31 |
14,489 |
$1,064,000 |
-451 |
|
MULTIFINANCIAL SECURITIES CORP |
750 |
- |
2023-12-31 |
15,276 |
$1,055,000 |
-63 |
|
Tobias Financial Advisors Inc. |
51 |
- |
2024-03-31 |
14,100 |
$1,036,000 |
268 |
|
Cornerstone Planning Group LLC |
25 |
- |
2024-03-31 |
14,294 |
$1,032,000 |
-147 |
|
Per Stirling Capital Management LLC. |
86 |
- |
2023-12-31 |
14,772 |
$1,020,000 |
-162 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2551 |
- |
2024-03-31 |
13,789 |
$1,013,000 |
-497 |
|
MERCER GLOBAL ADVISORS INC /ADV |
981 |
- |
2023-12-31 |
14,345 |
$990,000 |
-1,446 |
|
NICOLET ADVISORY SERVICES LLC |
96 |
- |
2024-03-31 |
13,366 |
$975,000 |
-482 |
|
Insight Advisors LLC/ PA |
90 |
- |
2024-03-31 |
13,265 |
$974,000 |
1,023 |
|
LINCOLN NATIONAL CORP |
527 |
- |
2024-03-31 |
13,060 |
$959,000 |
0 |
|
Aptus Capital Advisors LLC |
291 |
- |
2023-12-31 |
13,811 |
$954,000 |
13,658 |
|
Atria Wealth Solutions Inc. |
873 |
- |
2023-12-31 |
13,676 |
$944,000 |
4,135 |
|
DIVERSIFIED TRUST CO |
334 |
- |
2024-03-31 |
12,426 |
$913,000 |
1,266 |
|
|
100 Records found
|
1
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