|
Institutional
Holders
Total
Institutions:
|
38 0 |
|
Total
shares held :
|
2,088,660 |
|
% of shares
held :
|
46.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
105,265 |
|
% of shares
held change :
|
2.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$42.68 |
|
Last
Quarter's Ending
Price :
|
$47.62 |
|
Last
Quarter's Average
Price :
|
$44.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.07 (11.46%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
1266 |
- |
2023-12-31 |
296,958 |
$14,140,000 |
3,591 |
|
ROYAL BANK OF CANADA |
1311 |
- |
2023-12-31 |
271,852 |
$12,944,000 |
25,782 |
|
Crumly & Associates Inc. |
4 |
- |
2023-12-31 |
264,007 |
$12,571,000 |
98,586 |
|
RVW Wealth LLC |
30 |
- |
2024-03-31 |
167,520 |
$8,739,000 |
-13,078 |
|
BKM Wealth Management LLC |
5 |
- |
2024-03-31 |
157,975 |
$8,241,000 |
-3,219 |
|
ENVESTNET ASSET MANAGEMENT INC |
1635 |
- |
2023-12-31 |
152,717 |
$7,272,000 |
-6,748 |
|
MORGAN STANLEY |
3608 |
- |
2023-12-31 |
143,993 |
$6,856,000 |
1,304 |
|
AMERIPRISE FINANCIAL INC |
2141 |
- |
2023-12-31 |
126,938 |
$6,039,000 |
4,740 |
|
Baird Financial Group Inc. |
663 |
- |
2023-12-31 |
102,622 |
$4,886,000 |
-892 |
|
UBS Group AG |
2526 |
- |
2023-12-31 |
58,976 |
$2,808,000 |
-180 |
|
Garden State Investment Advisory Services LLC |
22 |
- |
2023-12-31 |
56,275 |
$2,680,000 |
-2,065 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
973 |
- |
2024-03-31 |
35,035 |
$1,828,000 |
-3,939 |
|
L & S ADVISORS INC |
111 |
- |
2023-12-31 |
37,034 |
$1,763,000 |
2,109 |
|
Goldstein Advisors LLC |
34 |
- |
2023-12-31 |
32,979 |
$1,570,000 |
-2,306 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2300 |
- |
2023-12-31 |
30,007 |
$1,429,000 |
6,994 |
|
LPL FINANCIAL CORP |
2705 |
- |
2023-12-31 |
29,538 |
$1,406,000 |
-8,554 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2147 |
- |
2023-12-31 |
20,800 |
$990,000 |
-657 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
16,029 |
$763,000 |
-1,812 |
|
Strategic Financial Concepts LLC |
138 |
- |
2024-03-31 |
13,057 |
$681,000 |
13,057 |
|
Rockefeller Capital Management L.P. |
1276 |
- |
2023-12-31 |
13,663 |
$651,000 |
58 |
|
GTS SECURITIES LLC |
798 |
- |
2023-12-31 |
13,367 |
$636,000 |
3,569 |
|
FAMILY CAPITAL TRUST CO |
37 |
- |
2024-03-31 |
8,192 |
$427,000 |
-238 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2842 |
- |
2024-03-31 |
5,605 |
$292,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3445 |
- |
2024-03-31 |
4,698 |
$245,000 |
-1,100 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
541 |
*New |
2023-12-31 |
4,582 |
$218,000 |
4,582 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
509 |
- |
2023-12-31 |
4,407 |
$210,000 |
7 |
|
Advisor Group Holdings Inc. |
4180 |
- |
2023-12-31 |
2,866 |
$136,000 |
-2,808 |
|
COMERICA BANK |
2481 |
- |
2023-12-31 |
2,143 |
$102,000 |
0 |
|
CWM LLC |
1891 |
- |
2024-03-31 |
1,817 |
$95,000 |
-130 |
|
FTB Advisors Inc. |
1111 |
- |
2024-03-31 |
692 |
$36,000 |
0 |
|
Goss Wealth Management LLC |
2323 |
- |
2023-12-31 |
744 |
$35,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2203 |
*New |
2023-12-31 |
711 |
$34,000 |
711 |
|
Avalon Trust Co |
241 |
- |
2023-12-31 |
600 |
$29,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
471 |
- |
2024-03-31 |
425 |
$22,000 |
0 |
|
BARRETT & COMPANY INC. |
369 |
- |
2024-03-31 |
362 |
$19,000 |
0 |
|
Tyler-Stone Wealth Management |
504 |
- |
2023-12-31 |
400 |
$19,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
683 |
- |
2023-12-31 |
300 |
$14,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2439 |
- |
2023-12-31 |
127 |
$6,000 |
0 |
|
PROEQUITIES INC. |
8693 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
39 Records found
|
1
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