| |
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 :
|
|
|
|
0.11 (0.11%) |
|
|
|
|
|
|
|
|
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 |
18 |
- |
2023-12-31 |
1,272,136 |
$128,549,000 |
1,267,138 |
|
| Mid-American Wealth Advisory Group Inc. |
2 |
- |
2024-03-31 |
111,212 |
$11,249,000 |
39,988 |
|
| PRW Wealth Management LLC |
13 |
*New |
2023-09-30 |
62,976 |
$6,349,000 |
62,976 |
|
| MARINER WEALTH ADVISORS, LLC |
639 |
*New |
2023-12-31 |
56,656 |
$5,702,000 |
56,656 |
|
| LPL FINANCIAL CORP |
1670 |
*New |
2023-12-31 |
49,986 |
$5,031,000 |
49,986 |
|
| Bridgewealth Advisory Group LLC |
17 |
- |
2024-03-31 |
42,202 |
$4,269,000 |
11,576 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
896 |
- |
2023-12-31 |
39,841 |
$4,010,000 |
23,993 |
|
| Great Lakes Retirement Inc. |
35 |
*New |
2023-12-31 |
35,102 |
$3,533,000 |
35,102 |
|
| Astoria Portfolio Advisors LLC. |
18 |
*New |
2024-03-31 |
30,688 |
$3,097,000 |
30,688 |
|
| Legacy Capital Wealth Partners LLC |
24 |
- |
2023-12-31 |
26,664 |
$2,683,000 |
28 |
|
| Heirloom Wealth Management |
23 |
- |
2024-03-31 |
22,989 |
$2,325,000 |
20,861 |
|
| Authentikos Wealth Advisory LLC |
11 |
*New |
2023-12-31 |
22,570 |
$2,271,000 |
22,570 |
|
| 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 |
325 |
- |
2023-12-31 |
15,453 |
$1,555,000 |
2,983 |
|
| Keene & Associates Inc. |
32 |
- |
2024-03-31 |
11,840 |
$1,198,000 |
-4,615 |
|
| Chicago Capital LLC |
174 |
*New |
2024-03-31 |
8,280 |
$838,000 |
8,280 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3101 |
*New |
2023-12-31 |
7,365 |
$741,000 |
7,365 |
|
| Csenge Advisory Group |
|
- |
2024-03-31 |
6,973 |
$705,000 |
3,019 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
6,323 |
$640,000 |
-1,373 |
|
| Benchmark Investment Advisors LLC |
166 |
*New |
2023-12-31 |
6,149 |
$619,000 |
6,149 |
|
| BCJ Capital Management LLC |
160 |
*New |
2023-12-31 |
6,149 |
$619,000 |
6,149 |
|
| Biltmore Wealth Management LLC |
|
- |
2023-12-31 |
5,092 |
$512,000 |
-247 |
|
| GeoWealth Management LLC |
404 |
*New |
2023-12-31 |
3,087 |
$311,000 |
3,087 |
|
| 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 |
|
| Equitable Holdings Inc. |
1062 |
*New |
2023-12-31 |
2,010 |
$202,000 |
2,010 |
|
| Advisor Group Holdings Inc. |
4064 |
*New |
2023-12-31 |
1,620 |
$163,000 |
1,620 |
|
| Pineridge Advisors LLC |
|
- |
2023-12-31 |
638 |
$64,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
313 |
*New |
2023-12-31 |
202 |
$20,000 |
202 |
|
| Penserra Capital Management LLC |
1121 |
*New |
2023-12-31 |
74 |
$7,000 |
74 |
|
| Richard W. Paul & Associates LLC |
|
*New |
2023-12-31 |
64 |
$6,000 |
64 |
|
| TUCKER ASSET MANAGEMENT LLC |
558 |
*New |
2023-12-31 |
64 |
$6,000 |
64 |
|
| J P MORGAN CHASE & CO |
5357 |
*New |
2023-12-31 |
24 |
$2,000 |
24 |
|
| HANSON MCCLAIN, INC. |
2954 |
*New |
2024-03-31 |
9 |
$1,000 |
9 |
|
| ROYAL BANK OF CANADA |
6297 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,529 |
|
| JANE STREET GROUP LLC |
5703 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,195 |
|
| 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 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
41 Records found
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