|
Institutional
Holders
Total
Institutions:
|
32 19 |
|
Total
shares held :
|
1,911,952 |
|
% of shares
held :
|
21.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
Amount
of shares held :
|
1,682,068 |
|
% of shares
held change :
|
18.69% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$100.42 |
|
Last
Quarter's Ending
Price :
|
$100.64 |
|
Last
Quarter's Average
Price :
|
$100.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.47 (0.47%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
17 |
- |
2024-03-31 |
748,464 |
$75,707,000 |
-523,672 |
|
Mid-American Wealth Advisory Group Inc. |
2 |
- |
2024-03-31 |
111,212 |
$11,249,000 |
39,988 |
|
MARINER WEALTH ADVISORS, LLC |
548 |
- |
2024-03-31 |
85,033 |
$8,601,000 |
28,377 |
|
LPL FINANCIAL CORP |
1483 |
- |
2024-03-31 |
76,010 |
$7,688,000 |
26,024 |
|
Trajan Wealth LLC |
55 |
- |
2024-03-31 |
63,977 |
$6,471,000 |
0 |
|
PRW Wealth Management LLC |
13 |
*New |
2023-09-30 |
62,976 |
$6,349,000 |
62,976 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
872 |
- |
2024-03-31 |
44,460 |
$4,497,000 |
4,619 |
|
Bridgewealth Advisory Group LLC |
17 |
- |
2024-03-31 |
42,202 |
$4,269,000 |
11,576 |
|
Great Lakes Retirement Inc. |
39 |
- |
2024-03-31 |
36,709 |
$3,713,000 |
1,607 |
|
BCJ Capital Management LLC |
99 |
- |
2024-03-31 |
33,291 |
$3,367,000 |
27,142 |
|
ROYAL BANK OF CANADA |
2212 |
- |
2024-03-31 |
31,287 |
$3,164,000 |
31,287 |
|
Astoria Portfolio Advisors LLC. |
18 |
*New |
2024-03-31 |
30,688 |
$3,097,000 |
30,688 |
|
Authentikos Wealth Advisory LLC |
11 |
- |
2024-03-31 |
25,860 |
$2,616,000 |
3,290 |
|
FLOW TRADERS U.S. LLC |
137 |
*New |
2024-03-31 |
25,759 |
$2,606,000 |
25,759 |
|
Heirloom Wealth Management |
23 |
- |
2024-03-31 |
22,989 |
$2,325,000 |
20,861 |
|
Outlook Wealth Advisors LLC |
32 |
- |
2024-03-31 |
22,206 |
$2,246,000 |
11,032 |
|
Precision Wealth Strategies LLC |
9 |
- |
2024-03-31 |
21,008 |
$2,125,000 |
5,792 |
|
Snowden Capital Advisors LLC |
356 |
- |
2024-03-31 |
16,247 |
$1,643,000 |
794 |
|
JANE STREET GROUP LLC |
2786 |
- |
2024-03-31 |
12,555 |
$1,270,000 |
12,555 |
|
Advisor Group Holdings Inc. |
2120 |
- |
2024-03-31 |
12,250 |
$1,239,000 |
10,630 |
|
Keene & Associates Inc. |
32 |
- |
2024-03-31 |
11,840 |
$1,198,000 |
-4,615 |
|
ENVESTNET ASSET MANAGEMENT INC |
3044 |
- |
2024-03-31 |
9,324 |
$943,000 |
1,959 |
|
Chicago Capital LLC |
174 |
*New |
2024-03-31 |
8,280 |
$838,000 |
8,280 |
|
PATTEN & PATTEN INC/TN |
174 |
*New |
2024-03-31 |
7,966 |
$806,000 |
7,966 |
|
Csenge Advisory Group |
336 |
- |
2024-03-31 |
6,973 |
$705,000 |
3,019 |
|
GeoWealth Management LLC |
372 |
- |
2024-03-31 |
6,587 |
$666,000 |
3,500 |
|
Private Advisor Group LLC |
1377 |
- |
2024-03-31 |
6,323 |
$640,000 |
-1,373 |
|
Kingdom Financial Group LLC. |
29 |
*New |
2024-03-31 |
5,892 |
$596,000 |
5,892 |
|
Biltmore Wealth Management LLC |
41 |
- |
2024-03-31 |
5,092 |
$512,000 |
0 |
|
Integrated Wealth Concepts LLC |
1083 |
*New |
2024-03-31 |
4,416 |
$447,000 |
4,416 |
|
POM Investment Strategies LLC |
22 |
- |
2024-03-31 |
4,346 |
$440,000 |
538 |
|
FSA Advisors Inc. |
84 |
*New |
2024-03-31 |
3,153 |
$319,000 |
3,153 |
|
Latitude Advisors LLC |
139 |
*New |
2024-03-31 |
2,429 |
$246,000 |
2,429 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3439 |
- |
2024-03-31 |
2,371 |
$240,000 |
62 |
|
Slagle Financial LLC |
109 |
*New |
2024-03-31 |
2,026 |
$205,000 |
2,026 |
|
ALLIANZ ASSET MANAGEMENT AG |
1608 |
*New |
2024-03-31 |
1,007 |
$102,000 |
1,007 |
|
Pineridge Advisors LLC |
115 |
- |
2024-03-31 |
621 |
$63,000 |
-17 |
|
Richard W. Paul & Associates LLC |
340 |
- |
2024-03-31 |
65 |
$7,000 |
1 |
|
TUCKER ASSET MANAGEMENT LLC |
558 |
*New |
2023-12-31 |
64 |
$6,000 |
64 |
|
HANSON MCCLAIN, INC. |
2954 |
*New |
2024-03-31 |
9 |
$1,000 |
9 |
|
Legacy Capital Wealth Partners LLC |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,664 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
752 |
*Closed |
2024-03-31 |
0 |
$0 |
-202 |
|
J P MORGAN CHASE & CO |
5829 |
*Closed |
2024-03-31 |
0 |
$0 |
-24 |
|
Penserra Capital Management LLC |
1263 |
*Closed |
2024-03-31 |
0 |
$0 |
-74 |
|
B.O.S.S. Retirement Advisors LLC |
170 |
*Closed |
2024-03-31 |
0 |
$0 |
-63,745 |
|
Lloyd Advisory Services LLC. |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-134,725 |
|
Southland Equity Partners LLC |
216 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,456 |
|
Benchmark Investment Advisors LLC |
314 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,149 |
|
Equitable Holdings Inc. |
1209 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,010 |
|
PROEQUITIES INC. |
9837 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
50 Records found
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