| |
Institutional
Holders
Total
Institutions:
 |
316  14 |
|
|
Total
shares held :
|
17,862,109 |
|
|
% of shares
held :
|
60.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
|
Amount
of shares held :
|
5,620,124 |
|
|
% of shares
held change :
|
18.92% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.08 |
|
|
Last
Quarter's Ending
Price :
|
$53.19 |
|
|
Last
Quarter's Average
Price :
|
$50.48 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.81 (9.53%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Stratos Wealth Partners LTD. |
562 |
- |
2024-03-31 |
22,410 |
$1,248,000 |
0 |
|
| Cardinal Point Wealth Management Partners LLC |
26 |
- |
2023-03-31 |
21,026 |
$1,052,000 |
0 |
|
| WAGNER CAPITAL MANAGEMENT CORP |
150 |
- |
2024-03-31 |
17,217 |
$958,000 |
0 |
|
| LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
14,410 |
$802,000 |
0 |
|
| FFT WEALTH MANAGEMENT LLC |
76 |
- |
2024-03-31 |
8,947 |
$498,000 |
0 |
|
| Summit Financial Wealth Advisors LLC |
|
- |
2024-03-31 |
8,480 |
$472,000 |
0 |
|
| Gladstone Institutional Advisory LLC |
431 |
- |
2023-12-31 |
8,793 |
$468,000 |
0 |
|
| Western Wealth Management LLC |
419 |
- |
2024-03-31 |
7,353 |
$409,000 |
0 |
|
| ROMAN BUTLER FULLERTON & CO |
150 |
- |
2024-03-31 |
7,190 |
$386,000 |
0 |
|
| G2 CAPITAL MANAGEMENT LLC / OH |
45 |
- |
2023-12-31 |
6,607 |
$351,000 |
0 |
|
| PEREGRINE ASSET ADVISERS, INC. |
|
- |
2024-03-31 |
5,613 |
$312,000 |
0 |
|
| CARRET ASSET MANAGEMENT |
225 |
- |
2024-03-31 |
5,022 |
$280,000 |
0 |
|
| Krasney Financial LLC |
237 |
- |
2024-03-31 |
4,965 |
$276,000 |
0 |
|
| Sovereign Financial Group Inc. |
233 |
- |
2024-03-31 |
4,658 |
$259,000 |
0 |
|
| ROTHSCHILD INVESTMENT CORP /IL |
359 |
- |
2023-09-30 |
5,000 |
$247,000 |
0 |
|
| NARWHAL CAPITAL MANAGEMENT |
151 |
- |
2024-03-31 |
4,200 |
$234,000 |
0 |
|
| Asset Dedication LLC |
287 |
- |
2024-03-31 |
4,100 |
$228,000 |
0 |
|
| Parallel Advisors LLC |
932 |
- |
2023-12-31 |
2,773 |
$147,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
2,483 |
$138,000 |
0 |
|
| EPG Wealth Management LLC |
261 |
- |
2023-12-31 |
2,054 |
$109,000 |
0 |
|
| Spire Wealth Management |
1007 |
- |
2024-03-31 |
1,691 |
$94,000 |
0 |
|
| FMR LLC |
3192 |
- |
2023-12-31 |
1,378 |
$73,000 |
0 |
|
| Cape Investment Advisory Inc. |
338 |
- |
2023-12-31 |
1,000 |
$53,000 |
0 |
|
| ARVEST INVESTMENTS INC. |
124 |
- |
2024-03-31 |
883 |
$49,000 |
0 |
|
| AllSquare Wealth Management LLC |
217 |
- |
2023-12-31 |
903 |
$48,000 |
0 |
|
| Oakworth Capital Inc. |
321 |
- |
2024-03-31 |
850 |
$47,000 |
0 |
|
| Transcendent Capital Group LLC |
169 |
- |
2024-03-31 |
723 |
$38,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3121 |
- |
2023-12-31 |
660 |
$35,000 |
0 |
|
| RFP Financial Group LLC |
218 |
- |
2023-12-31 |
660 |
$35,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
369 |
- |
2023-12-31 |
514 |
$27,000 |
0 |
|
| NBC SECURITIES INC. |
1376 |
- |
2024-03-31 |
433 |
$24,000 |
0 |
|
| SCBT FINANCIAL CORP |
412 |
- |
2023-12-31 |
390 |
$21,000 |
0 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
352 |
$20,000 |
0 |
|
| Founders Capital Management |
238 |
- |
2024-03-31 |
339 |
$19,000 |
0 |
|
| MCF Advisors LLC |
567 |
- |
2024-03-31 |
271 |
$15,000 |
0 |
|
| Archer Investment Corp |
604 |
- |
2023-12-31 |
215 |
$11,000 |
0 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
200 |
$11,000 |
0 |
|
| Sanctuary Wealth Management L.L.C. |
147 |
- |
2023-12-31 |
195 |
$10,000 |
0 |
|
| Lee Financial CORP |
447 |
- |
2023-12-31 |
165 |
$9,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
412 |
- |
2023-12-31 |
150 |
$8,000 |
0 |
|
| Lindbrook Capital LLC |
1678 |
- |
2024-03-31 |
150 |
$8,000 |
0 |
|
| Stephens Consulting LLC |
352 |
- |
2024-03-31 |
110 |
$6,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
554 |
- |
2024-03-31 |
73 |
$4,000 |
0 |
|
| Northwest Capital Management Inc |
466 |
- |
2024-03-31 |
55 |
$3,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
42 |
$2,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
35 |
$2,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
23 |
$1,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5411 |
- |
2023-12-31 |
14 |
$1,000 |
0 |
|
| Castleview Partners LLC |
795 |
- |
2023-12-31 |
24 |
$1,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
434 |
- |
2023-12-31 |
5 |
$0 |
0 |
|
|
50 Records found
|
1
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