|
Institutional
Holders
Total
Institutions:
|
103 4 |
|
Total
shares held :
|
6,148,885 |
|
% of shares
held :
|
29.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
43,047 |
|
% of shares
held change :
|
0.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.78 |
|
Last
Quarter's Ending
Price :
|
$33.66 |
|
Last
Quarter's Average
Price :
|
$32.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.99 (6.04%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1774 |
- |
2023-12-31 |
1,413,391 |
$47,575,000 |
85,813 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
495 |
- |
2023-12-31 |
580,345 |
$19,534,000 |
21,452 |
|
AMERIPRISE FINANCIAL INC |
1375 |
- |
2023-12-31 |
483,746 |
$16,276,000 |
-44,788 |
|
WELLS FARGO & CO/MN |
1195 |
- |
2023-12-31 |
482,202 |
$16,231,000 |
24,732 |
|
RAYMOND JAMES & ASSOCIATES |
951 |
- |
2023-12-31 |
381,469 |
$12,840,000 |
9,987 |
|
INVESCO LTD |
1790 |
- |
2023-12-31 |
292,281 |
$9,838,000 |
-37,731 |
|
WEDBUSH MORGAN SECURITIES INC |
41 |
- |
2023-12-31 |
269,045 |
$9,056,000 |
1,228 |
|
ROYAL BANK OF CANADA |
1541 |
- |
2023-12-31 |
253,627 |
$8,537,000 |
-4,365 |
|
BANK OF AMERICA CORP /DE/ |
2709 |
- |
2023-12-31 |
192,039 |
$6,464,000 |
1,779 |
|
LPL FINANCIAL CORP |
1634 |
- |
2023-12-31 |
160,202 |
$5,392,000 |
33,937 |
|
Steward Partners Investment Advisory LLC |
268 |
- |
2023-12-31 |
158,287 |
$5,328,000 |
9,640 |
|
JANNEY MONTGOMERY SCOTT LLC |
783 |
- |
2023-12-31 |
130,250 |
$4,384,000 |
2,637 |
|
UBS Group AG |
2158 |
- |
2023-12-31 |
123,350 |
$4,152,000 |
-473 |
|
Advisor Group Holdings Inc. |
1402 |
- |
2023-12-31 |
111,195 |
$3,743,000 |
-90,990 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1127 |
- |
2023-12-31 |
65,424 |
$2,202,000 |
-3,760 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
58,838 |
$1,981,000 |
-6,163 |
|
Rockefeller Capital Management L.P. |
925 |
- |
2023-12-31 |
57,065 |
$1,921,000 |
-465 |
|
STIFEL FINANCIAL CORP |
1720 |
- |
2023-12-31 |
55,246 |
$1,860,000 |
14,209 |
|
Sunbelt Securities Inc. |
101 |
- |
2024-03-31 |
49,287 |
$1,820,000 |
7,285 |
|
FIRST TRUST ADVISORS LP |
1796 |
- |
2023-12-31 |
49,147 |
$1,654,000 |
-2,901 |
|
Bickling Financial Services Inc. |
28 |
- |
2022-12-31 |
50,405 |
$1,430,000 |
-12,199 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1957 |
- |
2023-12-31 |
38,058 |
$1,281,000 |
-3,854 |
|
HIGHTOWER ADVISORS, LLC |
1735 |
- |
2023-12-31 |
33,984 |
$1,138,000 |
-17,258 |
|
NBC SECURITIES INC. |
220 |
- |
2024-03-31 |
30,027 |
$1,118,000 |
-1,233 |
|
OPPENHEIMER & CO INC |
678 |
- |
2023-12-31 |
32,371 |
$1,090,000 |
8,848 |
|
FINANCIAL NETWORK |
1321 |
- |
2023-12-31 |
31,858 |
$1,072,000 |
5,190 |
|
Atria Wealth Solutions Inc. |
826 |
- |
2023-12-31 |
31,557 |
$1,062,000 |
-1,594 |
|
BB&T CORP |
1547 |
- |
2023-12-31 |
30,425 |
$1,024,000 |
-690 |
|
Kingsview Wealth Management LLC |
515 |
- |
2023-12-31 |
24,924 |
$839,000 |
-171 |
|
WEALTH EFFECTS LLC |
80 |
- |
2023-12-31 |
22,391 |
$754,000 |
47 |
|
ENVESTNET ASSET MANAGEMENT INC |
3145 |
- |
2023-12-31 |
20,306 |
$683,000 |
-1,465 |
|
NATIONAL ASSET MANAGEMENT, INC. |
682 |
- |
2023-12-31 |
19,699 |
$663,000 |
361 |
|
Stolper Co |
71 |
- |
2024-03-31 |
17,181 |
$634,000 |
113 |
|
Arete Wealth Advisors LLC |
347 |
- |
2023-12-31 |
18,661 |
$628,000 |
-118 |
|
IHT Wealth Management LLC |
525 |
- |
2023-12-31 |
18,507 |
$623,000 |
-100 |
|
J P MORGAN CHASE & CO |
3584 |
- |
2023-12-31 |
17,713 |
$596,000 |
13,124 |
|
STEPHENS INC /AR/ |
686 |
- |
2023-12-31 |
17,535 |
$590,000 |
-2,000 |
|
Kestra Advisory Services LLC |
1410 |
- |
2023-12-31 |
17,496 |
$589,000 |
-913 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
333 |
- |
2024-03-31 |
15,637 |
$568,000 |
1,158 |
|
SMITH MOORE & CO. |
243 |
- |
2023-12-31 |
16,391 |
$552,000 |
-495 |
|
Future Financial Wealth Managment LLC |
52 |
- |
2024-03-31 |
14,600 |
$539,000 |
4,000 |
|
Atomi Financial Group Inc. |
254 |
- |
2023-12-31 |
15,590 |
$525,000 |
-850 |
|
Claro Advisors LLC |
233 |
- |
2024-03-31 |
13,765 |
$508,000 |
-1,119 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1192 |
- |
2023-12-31 |
14,815 |
$499,000 |
772 |
|
AE Wealth Management LLC |
1429 |
- |
2023-12-31 |
14,036 |
$498,000 |
6,096 |
|
Stonebrook Private Inc. |
111 |
- |
2023-12-31 |
14,208 |
$478,000 |
0 |
|
GREAT VALLEY ADVISOR GROUP INC. |
480 |
- |
2023-12-31 |
13,415 |
$452,000 |
-500 |
|
Aurora Private Wealth Inc. |
68 |
- |
2023-12-31 |
12,575 |
$423,000 |
1,126 |
|
JANE STREET GROUP LLC |
4116 |
*New |
2023-12-31 |
12,423 |
$418,000 |
12,423 |
|
HILLTOP HOLDINGS INC. |
401 |
- |
2023-12-31 |
12,338 |
$415,000 |
178 |
|
HRT FINANCIAL LLC |
1352 |
*New |
2023-12-31 |
11,979 |
$403,000 |
11,979 |
|
Next Level Private LLC |
96 |
- |
2024-03-31 |
9,355 |
$345,000 |
-1,500 |
|
RAYMOND JAMES TRUST CO |
889 |
- |
2023-12-31 |
9,634 |
$324,000 |
3,000 |
|
SRS Capital Advisors Inc. |
218 |
- |
2023-12-31 |
9,531 |
$321,000 |
0 |
|
Semus Wealth Partners LLC |
|
- |
2023-12-31 |
9,211 |
$310,000 |
-46 |
|
Perigon Wealth Management LLC |
643 |
- |
2023-12-31 |
9,193 |
$309,000 |
20 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
570 |
- |
2023-12-31 |
9,081 |
$306,000 |
0 |
|
Cape Investment Advisory Inc. |
107 |
*New |
2023-12-31 |
8,506 |
$286,000 |
8,506 |
|
Mirador Capital Partners LP |
164 |
*New |
2024-03-31 |
7,503 |
$277,000 |
7,503 |
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
88 |
- |
2023-12-31 |
7,585 |
$255,000 |
172 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
661 |
- |
2023-12-31 |
7,353 |
$248,000 |
-8,779 |
|
ELCO Management Co. LLC |
116 |
- |
2023-12-31 |
7,200 |
$242,000 |
-200 |
|
Mutual Advisors LLC |
886 |
- |
2023-12-31 |
7,165 |
$241,000 |
190 |
|
CAPTRUST FINANCIAL ADVISORS |
2258 |
*New |
2023-12-31 |
7,100 |
$239,000 |
7,100 |
|
Altus Wealth Group LLC |
118 |
- |
2023-12-31 |
6,829 |
$230,000 |
28 |
|
DAVIDSON D A & CO |
1198 |
- |
2023-12-31 |
6,774 |
$228,000 |
0 |
|
Keystone Financial Group |
262 |
- |
2023-12-31 |
6,734 |
$227,000 |
-175 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
323 |
*New |
2023-12-31 |
6,724 |
$226,000 |
6,724 |
|
Beacon Pointe Advisors LLC |
1146 |
- |
2023-12-31 |
6,700 |
$226,000 |
0 |
|
Equitable Holdings Inc. |
1026 |
- |
2023-12-31 |
6,599 |
$222,000 |
-5,347 |
|
DAYMARK WEALTH PARTNERS LLC |
398 |
- |
2024-03-31 |
5,975 |
$221,000 |
0 |
|
EPG Wealth Management LLC |
232 |
*New |
2023-12-31 |
5,808 |
$216,000 |
5,808 |
|
WOLVERINE ASSET MANAGEMENT LLC |
559 |
*New |
2023-12-31 |
5,892 |
$198,000 |
5,892 |
|
COMERICA BANK |
2334 |
- |
2023-12-31 |
4,682 |
$158,000 |
562 |
|
PRINCIPAL SECURITIES INC. |
1066 |
- |
2023-12-31 |
4,016 |
$135,000 |
0 |
|
CWM LLC |
1691 |
- |
2024-03-31 |
3,647 |
$135,000 |
-71 |
|
ADVISORY SERVICES NETWORK, LLC |
1524 |
*New |
2023-12-31 |
3,502 |
$118,000 |
3,502 |
|
PNC FINANCIAL SERVICES GROUP INC |
2515 |
- |
2023-12-31 |
3,392 |
$114,000 |
-357 |
|
HARBOR INVESTMENT ADVISORY LLC |
427 |
- |
2024-03-31 |
2,996 |
$111,000 |
-266 |
|
Tradition Wealth Management LLC |
468 |
- |
2023-12-31 |
3,004 |
$101,000 |
0 |
|
Column Capital Advisors LLC |
231 |
- |
2023-09-30 |
2,976 |
$93,000 |
0 |
|
HBC Financial Services PLLC |
45 |
- |
2023-12-31 |
2,700 |
$90,000 |
-1,000 |
|
Goss Wealth Management LLC |
2039 |
- |
2023-12-31 |
2,279 |
$77,000 |
47 |
|
FIFTH THIRD BANCORP |
1269 |
*New |
2023-12-31 |
2,000 |
$67,000 |
2,000 |
|
HARBOUR INVESTMENTS INC. |
1356 |
- |
2023-12-31 |
1,840 |
$62,000 |
0 |
|
TRUST CO OF VERMONT |
426 |
- |
2023-12-31 |
1,500 |
$50,000 |
-500 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
758 |
- |
2023-12-31 |
1,243 |
$42,000 |
0 |
|
Spire Wealth Management |
1275 |
- |
2023-12-31 |
1,173 |
$41,000 |
-2,761 |
|
Capital Analysts Inc. |
687 |
- |
2023-12-31 |
1,195 |
$40,000 |
268 |
|
Global Retirement Partners LLC |
1473 |
- |
2023-12-31 |
1,096 |
$38,000 |
850 |
|
Parallel Advisors LLC |
1575 |
- |
2023-12-31 |
1,132 |
$38,000 |
34 |
|
Compass Wealth Management LLC |
275 |
*New |
2024-03-31 |
1,000 |
$37,000 |
1,000 |
|
Westside Investment Management Inc. |
392 |
- |
2024-03-31 |
1,000 |
$37,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
763 |
- |
2023-12-31 |
1,034 |
$35,000 |
0 |
|
Retirement Group LLC |
322 |
- |
2023-12-31 |
697 |
$23,000 |
0 |
|
HM PAYSON & CO |
738 |
- |
2023-12-31 |
600 |
$20,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
588 |
*New |
2023-12-31 |
507 |
$17,000 |
507 |
|
Ahrens Investment Partners LLC |
518 |
*New |
2023-03-31 |
500 |
$16,000 |
500 |
|
SCBT FINANCIAL CORP |
435 |
- |
2023-12-31 |
445 |
$15,000 |
195 |
|
MONETARY MANAGEMENT GROUP INC |
301 |
- |
2023-12-31 |
445 |
$15,000 |
0 |
|
|
100 Records found
|
1
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