|
Institutional
Holders
Total
Institutions:
|
280 0 |
|
Total
shares held :
|
39,787,936 |
|
% of shares
held :
|
86.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
449,797 |
|
% of shares
held change :
|
0.98% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$37.25 |
|
Last
Quarter's Ending
Price :
|
$40.68 |
|
Last
Quarter's Average
Price :
|
$38.28 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.76 (12.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TMD Wealth Management LLC |
12 |
*New |
2023-12-31 |
198,440 |
$8,073,000 |
198,440 |
|
Cornerstone Wealth Group LLC |
40 |
*New |
2024-03-31 |
185,398 |
$7,757,000 |
185,398 |
|
Private Wealth Advisors LLC |
|
*New |
2023-12-31 |
171,922 |
$6,994,000 |
171,922 |
|
Sutton Wealth Advisors Inc. |
8 |
*New |
2023-09-30 |
140,211 |
$5,255,000 |
140,211 |
|
Williams Financial LLC |
8 |
*New |
2024-03-31 |
93,610 |
$3,917,000 |
93,610 |
|
BEACON FINANCIAL GROUP |
80 |
*New |
2023-12-31 |
67,833 |
$2,759,000 |
67,833 |
|
INTL FCSTONE INC. |
80 |
*New |
2024-03-31 |
65,214 |
$2,729,000 |
65,214 |
|
GOLDMAN SACHS GROUP INC/ |
3580 |
*New |
2023-12-31 |
21,200 |
$862,000 |
21,200 |
|
COLONY GROUP, LLC |
511 |
*New |
2023-12-31 |
17,668 |
$719,000 |
17,668 |
|
MARINER WEALTH ADVISORS, LLC |
1753 |
*New |
2023-12-31 |
16,107 |
$655,000 |
16,107 |
|
CULLEN CAPITAL MANAGEMENT LLC |
144 |
*New |
2023-12-31 |
16,000 |
$651,000 |
16,000 |
|
Advisor Resource Council |
112 |
*New |
2024-03-31 |
12,655 |
$515,000 |
12,655 |
|
BROWN ADVISORY HOLDINGS INC |
1025 |
*New |
2024-03-31 |
8,585 |
$359,000 |
8,585 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
*New |
2024-03-31 |
8,494 |
$355,000 |
8,494 |
|
Buckingham Strategic Partners |
311 |
*New |
2023-12-31 |
8,451 |
$344,000 |
8,451 |
|
Sigma Planning Corp |
|
*New |
2024-03-31 |
8,222 |
$344,000 |
8,222 |
|
ANNEX ADVISORY SERVICES, LLC |
233 |
*New |
2024-03-31 |
6,768 |
$283,000 |
6,768 |
|
Envestnet Portfolio Solutions Inc. |
1372 |
*New |
2023-12-31 |
6,352 |
$258,000 |
6,352 |
|
TWO SIGMA SECURITIES LLC |
798 |
*New |
2023-12-31 |
5,499 |
$224,000 |
5,499 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
5,334 |
$217,000 |
5,334 |
|
SYNOVUS FINANCIAL CORP |
786 |
*New |
2023-12-31 |
5,083 |
$207,000 |
5,083 |
|
Balboa Wealth Partners |
209 |
*New |
2023-12-31 |
5,063 |
$206,000 |
5,063 |
|
Coastal Investment Advisors Inc. |
466 |
*New |
2024-03-31 |
2,709 |
$113,000 |
2,709 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
238 |
*New |
2023-06-30 |
1,939 |
$74,000 |
1,939 |
|
Fairway Wealth LLC |
|
*New |
2024-03-31 |
800 |
$33,000 |
800 |
|
Private Ocean LLC |
280 |
*New |
2024-03-31 |
800 |
$33,000 |
800 |
|
ADVISORY SERVICES NETWORK, LLC |
2288 |
*New |
2023-12-31 |
712 |
$29,000 |
712 |
|
Baldrige Asset Management LLC |
244 |
*New |
2023-03-31 |
344 |
$13,000 |
344 |
|
Aptus Capital Advisors LLC |
812 |
*New |
2023-12-31 |
175 |
$7,000 |
175 |
|
Integrity Financial Corp /WA |
199 |
*New |
2024-03-31 |
55 |
$2,000 |
55 |
|
FSA Wealth Management LLC |
550 |
*New |
2023-12-31 |
28 |
$1,000 |
28 |
|
|
31 Records found
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1
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