|
Institutional
Holders
Total
Institutions:
|
520 61 |
|
Total
shares held :
|
67,632,359 |
|
% of shares
held :
|
75.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
251 |
|
Amount
of shares held :
|
8,557,273 |
|
% of shares
held change :
|
9.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.68 |
|
Last
Quarter's Ending
Price :
|
$89.80 |
|
Last
Quarter's Average
Price :
|
$80.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.54 (15.68%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CHURCHILL MANAGEMENT GROUP /CA/ |
15 |
*New |
2024-03-31 |
2,186,461 |
$204,893,000 |
2,186,461 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
6 |
*New |
2024-03-31 |
878,859 |
$82,358,000 |
878,859 |
|
Empowered Funds LLC |
24 |
*New |
2024-03-31 |
295,851 |
$27,724,000 |
295,851 |
|
TOWNSQUARE CAPITAL LLC |
75 |
*New |
2023-12-31 |
182,203 |
$16,362,000 |
182,203 |
|
MJP ASSOCIATES INC /ADV |
7 |
*New |
2024-03-31 |
162,059 |
$15,187,000 |
162,059 |
|
Advisor OS LLC |
10 |
*New |
2024-03-31 |
162,054 |
$15,186,000 |
162,054 |
|
Apollon Wealth Management LLC |
44 |
*New |
2024-03-31 |
157,178 |
$14,729,000 |
157,178 |
|
CLS INVESTMENT FIRM LLC |
84 |
*New |
2022-12-31 |
186,894 |
$13,925,000 |
186,894 |
|
ABLE Financial Group LLC |
4 |
*New |
2024-03-31 |
98,646 |
$9,244,000 |
98,646 |
|
Venture Visionary Partners LLC |
89 |
*New |
2023-12-31 |
57,892 |
$5,199,000 |
57,892 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
35 |
*New |
2024-03-31 |
53,634 |
$5,026,000 |
53,634 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
54,901 |
$4,930,000 |
54,901 |
|
WHITE PINE INVESTMENT CO |
34 |
*New |
2024-03-31 |
50,570 |
$4,739,000 |
50,570 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
820 |
*New |
2023-12-31 |
52,512 |
$4,716,000 |
52,512 |
|
Conrad Siegel Investment Advisors Inc. |
10 |
*New |
2024-03-31 |
50,038 |
$4,689,000 |
50,038 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
18 |
*New |
2024-03-31 |
37,391 |
$3,504,000 |
37,391 |
|
Running Point Capital Advisors LLC |
19 |
*New |
2023-12-31 |
33,776 |
$3,033,000 |
33,776 |
|
Prosperity Consulting Group LLC |
81 |
*New |
2024-03-31 |
30,246 |
$2,834,000 |
30,246 |
|
EisnerAmper Wealth Management Corporate Benefits L |
24 |
*New |
2023-12-31 |
31,430 |
$2,822,000 |
31,430 |
|
Legacy Financial Strategies LLC |
33 |
*New |
2024-03-31 |
28,616 |
$2,682,000 |
28,616 |
|
Kingsview Wealth Management LLC |
269 |
*New |
2024-03-31 |
28,002 |
$2,624,000 |
28,002 |
|
Alliance Wealth Advisors LLC /UT |
32 |
*New |
2023-12-31 |
28,691 |
$2,576,000 |
28,691 |
|
Scissortail Wealth Management LLC |
31 |
*New |
2023-12-31 |
25,702 |
$2,302,000 |
25,702 |
|
BALYASNY ASSET MANAGEMENT LLC |
973 |
*New |
2023-12-31 |
24,589 |
$2,208,000 |
24,589 |
|
Wallace Advisory Group LLC |
9 |
*New |
2024-03-31 |
24,522 |
$2,202,000 |
24,522 |
|
Arete Wealth Advisors LLC |
129 |
*New |
2023-12-31 |
23,863 |
$2,143,000 |
23,863 |
|
M HOLDINGS SECURITIES, INC. |
76 |
*New |
2023-12-31 |
23,865 |
$2,143,000 |
23,865 |
|
SEQUENT ASSET MANAGEMENT, LLC |
13 |
*New |
2024-03-31 |
22,389 |
$2,098,000 |
22,389 |
|
Premier Path Wealth Partners LLC |
70 |
*New |
2024-03-31 |
19,432 |
$2,012,000 |
19,432 |
|
Provident Wealth Management LLC |
29 |
*New |
2024-03-31 |
18,903 |
$1,771,000 |
18,903 |
|
Independent Advisor Alliance |
261 |
*New |
2024-03-31 |
16,074 |
$1,506,000 |
16,074 |
|
Capital Square LLC |
35 |
*New |
2024-03-31 |
13,864 |
$1,299,000 |
13,864 |
|
Heron Bay Capital Management |
46 |
*New |
2023-12-31 |
12,978 |
$1,165,000 |
12,978 |
|
FLOW TRADERS U.S. LLC |
304 |
*New |
2023-12-31 |
12,846 |
$1,154,000 |
12,846 |
|
Blue Investment Partners LLC |
20 |
*New |
2023-12-31 |
11,881 |
$1,067,000 |
11,881 |
|
Envestnet Portfolio Solutions Inc. |
827 |
*New |
2024-03-31 |
11,213 |
$1,051,000 |
11,213 |
|
Apollon Financial LLC |
55 |
*New |
2024-03-31 |
11,215 |
$1,051,000 |
11,215 |
|
Fortune Financial Advisors LLC |
65 |
*New |
2024-03-31 |
8,097 |
$759,000 |
8,097 |
|
LJI Wealth Management LLC |
65 |
*New |
2023-12-31 |
7,909 |
$710,000 |
7,909 |
|
Compass Ion Advisors LLC |
112 |
*New |
2024-03-31 |
7,429 |
$696,000 |
7,429 |
|
Parallel Advisors LLC |
442 |
*New |
2024-03-31 |
7,014 |
$657,000 |
7,014 |
|
DFPG INVESTMENTS INC. |
363 |
*New |
2023-12-31 |
6,625 |
$579,000 |
6,625 |
|
Navis Wealth Advisors LLC |
44 |
*New |
2024-03-31 |
4,815 |
$451,000 |
4,815 |
|
Vawter Financial Ltd. |
46 |
*New |
2023-12-31 |
4,260 |
$383,000 |
4,260 |
|
BKA Wealth Consulting Inc. |
42 |
*New |
2024-03-31 |
3,517 |
$330,000 |
3,517 |
|
Comprehensive Portfolio Management LLC |
631 |
*New |
2024-03-31 |
3,276 |
$307,000 |
3,276 |
|
My Personal CFO LLC |
79 |
*New |
2024-03-31 |
3,265 |
$306,000 |
3,265 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
145 |
*New |
2024-03-31 |
3,150 |
$295,000 |
3,150 |
|
FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
158 |
*New |
2024-03-31 |
3,078 |
$288,000 |
3,078 |
|
Nilsine Partners LLC |
286 |
*New |
2024-03-31 |
2,996 |
$281,000 |
2,996 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
463 |
*New |
2023-12-31 |
3,075 |
$276,000 |
3,075 |
|
ARK & TLK INVESTMENTS LLC |
81 |
*New |
2024-03-31 |
2,835 |
$266,000 |
2,835 |
|
J.W. COLE ADVISORS INC. |
756 |
*New |
2024-03-31 |
2,667 |
$248,000 |
2,667 |
|
Towneley Capital Management Inc / DE |
44 |
*New |
2024-03-31 |
2,586 |
$242,000 |
2,586 |
|
Lakeview Capital Partners LLC |
364 |
*New |
2024-03-31 |
2,575 |
$241,000 |
2,575 |
|
PFG Investments LLC |
822 |
*New |
2024-03-31 |
2,557 |
$240,000 |
2,557 |
|
FINANCIAL NETWORK |
2395 |
*New |
2023-12-31 |
2,650 |
$238,000 |
2,650 |
|
Virginia National Bank |
28 |
*New |
2023-09-30 |
2,973 |
$232,000 |
2,973 |
|
Aptus Capital Advisors LLC |
510 |
*New |
2023-12-31 |
2,525 |
$227,000 |
2,525 |
|
MILLER INVESTMENT MANAGEMENT LP |
97 |
*New |
2023-12-31 |
2,519 |
$226,000 |
2,519 |
|
REGIONS FINANCIAL CORP |
768 |
*New |
2024-03-31 |
2,402 |
$225,000 |
2,402 |
|
Alpha Cubed Investments LLC |
247 |
*New |
2024-03-31 |
2,400 |
$225,000 |
2,400 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
233 |
*New |
2023-12-31 |
2,394 |
$215,000 |
2,394 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
69 |
*New |
2023-12-31 |
2,367 |
$213,000 |
2,367 |
|
PROATHLETE WEALTH MANAGEMENT LLC |
55 |
*New |
2024-03-31 |
2,264 |
$212,000 |
2,264 |
|
TRUST POINT INC. |
500 |
*New |
2024-03-31 |
2,225 |
$209,000 |
2,225 |
|
MEANS INVESTMENT CO. INC. |
193 |
*New |
2024-03-31 |
2,217 |
$208,000 |
2,217 |
|
Hurlow Wealth Management Group Inc. |
114 |
*New |
2024-03-31 |
2,187 |
$205,000 |
2,187 |
|
PNC FINANCIAL SERVICES GROUP INC |
2334 |
*New |
2024-03-31 |
1,700 |
$159,000 |
1,700 |
|
Atlantic Trust Group LLC |
1219 |
*New |
2024-03-31 |
1,657 |
$154,000 |
1,657 |
|
YHB INVESTMENT ADVISORS, INC. |
311 |
*New |
2024-03-31 |
1,625 |
$152,000 |
1,625 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
156 |
*New |
2024-03-31 |
1,574 |
$148,000 |
1,574 |
|
Cape Investment Advisory Inc. |
217 |
*New |
2023-12-31 |
1,150 |
$103,000 |
1,150 |
|
SIMPLEX TRADING LLC |
1249 |
*New |
2024-03-31 |
928 |
$86,000 |
928 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
403 |
*New |
2024-03-31 |
402 |
$38,000 |
402 |
|
ICA Group Wealth Management LLC |
631 |
*New |
2023-12-31 |
328 |
$29,000 |
328 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1579 |
*New |
2024-03-31 |
225 |
$21,000 |
225 |
|
TRUST CO OF VERMONT |
634 |
*New |
2024-03-31 |
190 |
$18,000 |
190 |
|
MASSMUTUAL TRUST CO FSB/ADV |
995 |
*New |
2024-03-31 |
120 |
$11,000 |
120 |
|
Qube Research & Technologies Ltd |
3188 |
*New |
2023-12-31 |
100 |
$9,000 |
100 |
|
Activest Wealth Management |
241 |
*New |
2024-03-31 |
62 |
$6,000 |
62 |
|
PALISADE ASSET MANAGEMENT, LLC |
363 |
*New |
2024-03-31 |
60 |
$6,000 |
60 |
|
Nemes Rush Group LLC |
482 |
*New |
2023-12-31 |
56 |
$5,000 |
56 |
|
SALEM INVESTMENT COUNSELORS INC |
1018 |
*New |
2024-03-31 |
21 |
$2,000 |
21 |
|
New England Capital Financial Advisors LLC |
335 |
*New |
2024-03-31 |
7 |
$1,000 |
7 |
|
Trifecta Capital Advisors LLC |
369 |
*New |
2024-03-31 |
10 |
$1,000 |
10 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1553 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
|
87 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|