|
Institutional
Holders
Total
Institutions:
|
182 5 |
|
Total
shares held :
|
6,231,684 |
|
% of shares
held :
|
56.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
Amount
of shares held :
|
-858,770 |
|
% of shares
held change :
|
-7.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.69 |
|
Last
Quarter's Ending
Price :
|
$82.18 |
|
Last
Quarter's Average
Price :
|
$78.21 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.29 (5.49%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CWM LLC |
44 |
- |
2024-03-31 |
1,022,428 |
$88,604,000 |
-6,552 |
|
LPL FINANCIAL CORP |
449 |
- |
2023-12-31 |
711,106 |
$58,439,000 |
-48,127 |
|
WELLS FARGO & CO/MN |
845 |
- |
2023-12-31 |
399,250 |
$32,810,000 |
-45,385 |
|
LINSCOMB & WILLIAMS INC |
12 |
- |
2023-12-31 |
370,265 |
$30,428,000 |
-20,917 |
|
BANK OF AMERICA CORP /DE/ |
1550 |
- |
2023-12-31 |
340,367 |
$27,971,000 |
-111,862 |
|
MORGAN STANLEY |
2492 |
- |
2023-12-31 |
292,342 |
$24,025,000 |
-129,427 |
|
FINANCIAL NETWORK |
173 |
- |
2023-12-31 |
261,432 |
$21,484,000 |
-4,847 |
|
INVENIO WEALTH PARTNERS LLC |
1 |
- |
2023-12-31 |
154,139 |
$12,667,000 |
21,853 |
|
AMERIPRISE FINANCIAL INC |
1608 |
- |
2023-12-31 |
142,996 |
$11,738,000 |
45,942 |
|
COLONY GROUP, LLC |
140 |
*New |
2023-12-31 |
138,614 |
$11,391,000 |
138,614 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
770 |
- |
2024-03-31 |
123,272 |
$10,683,000 |
-6,036 |
|
Advisor Group Holdings Inc. |
907 |
- |
2023-12-31 |
98,712 |
$8,113,000 |
-41,434 |
|
MULTIFINANCIAL SECURITIES CORP |
182 |
- |
2023-12-31 |
97,738 |
$8,032,000 |
10,909 |
|
UBS Group AG |
1606 |
- |
2023-12-31 |
95,869 |
$7,879,000 |
-8,506 |
|
Evanson Asset Management LLC |
31 |
- |
2024-03-31 |
88,783 |
$7,694,000 |
760 |
|
MARINER WEALTH ADVISORS, LLC |
585 |
- |
2023-12-31 |
82,979 |
$6,819,000 |
-884 |
|
PRECEDENT WEALTH PARTNERS LLC |
8 |
- |
2024-03-31 |
70,860 |
$6,141,000 |
-290 |
|
ENVESTNET ASSET MANAGEMENT INC |
1752 |
- |
2023-12-31 |
74,397 |
$6,114,000 |
9,316 |
|
Oakmont Partners LLC |
146 |
*New |
2024-03-31 |
62,873 |
$5,449,000 |
62,873 |
|
CI Private Wealth LLC |
689 |
- |
2023-12-31 |
62,289 |
$5,119,000 |
-5,372 |
|
Ledge Wealth Management Inc. |
|
- |
2023-12-31 |
61,342 |
$5,041,000 |
155 |
|
RAYMOND JAMES & ASSOCIATES |
1587 |
- |
2024-03-31 |
56,938 |
$4,934,000 |
188 |
|
ROYAL BANK OF CANADA |
2001 |
- |
2023-12-31 |
52,236 |
$4,293,000 |
-17,676 |
|
LVM CAPITAL MANAGEMENT LTD/MI |
42 |
- |
2024-03-31 |
46,550 |
$4,034,000 |
-538 |
|
GOLDMAN SACHS GROUP INC/ |
2746 |
- |
2023-12-31 |
45,168 |
$3,712,000 |
3,720 |
|
J P MORGAN CHASE & CO |
2631 |
- |
2023-12-31 |
44,124 |
$3,626,000 |
5,699 |
|
COLONY GROUP LLC |
253 |
- |
2023-09-30 |
46,197 |
$3,606,000 |
12,010 |
|
CAPTRUST FINANCIAL ADVISORS |
696 |
- |
2023-12-31 |
41,081 |
$3,376,000 |
-4,349 |
|
Good Life Advisors LLC |
59 |
- |
2023-12-31 |
40,635 |
$3,339,000 |
708 |
|
Mutual Advisors LLC |
184 |
- |
2023-12-31 |
37,151 |
$3,053,000 |
741 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1402 |
- |
2023-12-31 |
36,636 |
$3,011,000 |
-3,781 |
|
CITADEL ADVISORS LLC |
2004 |
- |
2023-12-31 |
35,566 |
$2,923,000 |
506 |
|
PBMares Wealth Management LLC |
|
- |
2023-12-31 |
34,944 |
$2,872,000 |
-1,783 |
|
Integrated Wealth Concepts LLC |
364 |
- |
2023-12-31 |
34,060 |
$2,799,000 |
1,596 |
|
FLOW TRADERS U.S. LLC |
168 |
- |
2023-12-31 |
34,004 |
$2,794,000 |
34,004 |
|
FFG RETIREMENT ADVISORS LLC |
18 |
- |
2023-12-31 |
33,857 |
$2,782,000 |
257 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
98 |
- |
2023-12-31 |
32,174 |
$2,644,000 |
-3,989 |
|
Private Advisor Group LLC |
661 |
- |
2023-12-31 |
31,413 |
$2,582,000 |
-8,165 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1144 |
- |
2024-03-31 |
27,884 |
$2,416,000 |
-3,541 |
|
QUANTITATIVE ADVANTAGE LLC |
59 |
- |
2023-03-31 |
29,261 |
$2,407,000 |
6,220 |
|
Orion Portfolio Solutions LLC |
564 |
- |
2023-12-31 |
27,304 |
$2,269,000 |
2,291 |
|
JANNEY MONTGOMERY SCOTT LLC |
1118 |
- |
2023-12-31 |
23,083 |
$1,897,000 |
-1,834 |
|
Cherry Tree Wealth Management LLC |
45 |
- |
2023-12-31 |
21,044 |
$1,729,000 |
-1,344 |
|
HIGHTOWER ADVISORS, LLC |
1491 |
- |
2023-12-31 |
20,923 |
$1,718,000 |
-1,728 |
|
Foundations Investment Advisors LLC |
241 |
- |
2023-12-31 |
20,867 |
$1,699,000 |
-3 |
|
STIFEL FINANCIAL CORP |
1790 |
- |
2023-12-31 |
20,403 |
$1,677,000 |
734 |
|
CREATIVE PLANNING |
980 |
- |
2023-12-31 |
20,363 |
$1,673,000 |
5,566 |
|
BANCORPSOUTH BANK |
112 |
- |
2023-12-31 |
20,360 |
$1,673,000 |
-2,081 |
|
BB&T CORP |
1351 |
- |
2023-12-31 |
19,501 |
$1,603,000 |
-4,149 |
|
ShoreHaven Wealth Partners LLC |
28 |
- |
2023-12-31 |
19,079 |
$1,568,000 |
652 |
|
MML INVESTORS SERVICES LLC |
1169 |
- |
2023-12-31 |
17,216 |
$1,415,000 |
-319 |
|
COMERICA BANK |
1351 |
- |
2023-12-31 |
17,190 |
$1,413,000 |
-2,147 |
|
Community Bank N.A. |
112 |
- |
2023-12-31 |
17,126 |
$1,407,000 |
-6,295 |
|
Fort Point Capital Partners LLC |
81 |
*New |
2023-12-31 |
15,946 |
$1,310,000 |
15,946 |
|
TOWER RESEARCH CAPITAL LLC |
732 |
- |
2023-12-31 |
15,000 |
$1,233,000 |
275 |
|
COMMERCE BANK N A/MO |
561 |
- |
2023-12-31 |
14,795 |
$1,216,000 |
-2,515 |
|
Financial Gravity Wealth Inc. |
217 |
- |
2023-12-31 |
1,121 |
$1,082,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1010 |
- |
2023-12-31 |
12,388 |
$1,030,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
619 |
- |
2023-12-31 |
12,526 |
$1,029,000 |
2,110 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
964 |
- |
2023-12-31 |
12,386 |
$1,018,000 |
-81,261 |
|
NORTHERN TRUST CORP |
3311 |
- |
2023-12-31 |
12,166 |
$1,000,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
865 |
- |
2023-12-31 |
11,620 |
$955,000 |
-1,000 |
|
Kestra Advisory Services LLC |
1136 |
- |
2023-12-31 |
11,618 |
$955,000 |
-94,907 |
|
Rockefeller Capital Management L.P. |
1150 |
- |
2023-12-31 |
11,614 |
$954,000 |
-364 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
11,428 |
$939,000 |
-198 |
|
Global Retirement Partners LLC |
376 |
- |
2024-03-31 |
10,592 |
$918,000 |
-1,729 |
|
Melone Private Wealth LLC |
29 |
- |
2023-12-31 |
11,144 |
$916,000 |
-194 |
|
JANE STREET GROUP LLC |
3319 |
- |
2023-12-31 |
10,733 |
$882,000 |
-5,948 |
|
DAVIDSON D A & CO |
750 |
- |
2023-12-31 |
10,591 |
$870,000 |
120 |
|
Oxinas Partners Wealth Management LLC |
45 |
- |
2024-03-31 |
10,030 |
$869,000 |
-400 |
|
Dynamic Advisors Solutions LLC |
479 |
- |
2024-03-31 |
9,665 |
$838,000 |
-1,195 |
|
BerganKDV Wealth Management LLC |
141 |
- |
2023-06-30 |
10,496 |
$835,000 |
0 |
|
JT Stratford LLC |
136 |
- |
2023-12-31 |
9,690 |
$796,000 |
-1,950 |
|
New Legacy Group LLC |
13 |
- |
2023-09-30 |
10,000 |
$781,000 |
0 |
|
Main Street Financial Solutions LLC |
237 |
- |
2024-03-31 |
8,704 |
$754,000 |
-2,482 |
|
Baird Financial Group Inc. |
1235 |
- |
2023-12-31 |
8,775 |
$721,000 |
-2,022 |
|
Capital Advisors Ltd. LLC |
122 |
- |
2024-03-31 |
8,294 |
$719,000 |
0 |
|
RFG Advisory Group LLC |
432 |
- |
2024-03-31 |
8,067 |
$699,000 |
36 |
|
BANK OF NEW YORK MELLON CORP |
3315 |
- |
2024-03-31 |
7,981 |
$692,000 |
-15,235 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3374 |
- |
2023-12-31 |
8,040 |
$661,000 |
-23,454 |
|
Cooper Financial Group |
175 |
- |
2024-03-31 |
7,490 |
$649,000 |
-216 |
|
Envestnet Portfolio Solutions Inc. |
939 |
- |
2023-12-31 |
7,823 |
$643,000 |
543 |
|
J.W. COLE ADVISORS INC. |
411 |
- |
2023-12-31 |
7,711 |
$634,000 |
0 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
83 |
- |
2023-12-31 |
7,447 |
$612,000 |
-914 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
301 |
- |
2023-12-31 |
7,194 |
$591,000 |
-6,625 |
|
Elk River Wealth Management LLC |
61 |
- |
2024-03-31 |
6,766 |
$586,000 |
0 |
|
Claraphi Advisory Network LLC |
123 |
- |
2022-12-31 |
6,504 |
$560,000 |
3,728 |
|
D E SHAW & CO INC |
2169 |
*New |
2023-12-31 |
6,793 |
$558,000 |
6,793 |
|
Cetera Investment Advisers |
1446 |
- |
2023-12-31 |
6,580 |
$541,000 |
-857 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1279 |
- |
2023-12-31 |
6,526 |
$536,000 |
26 |
|
IFG Advisory LLC |
348 |
- |
2023-12-31 |
6,502 |
$534,000 |
-184 |
|
GREAT VALLEY ADVISOR GROUP INC. |
459 |
*New |
2023-12-31 |
6,112 |
$502,000 |
6,112 |
|
Claro Advisors LLC |
237 |
- |
2024-03-31 |
5,774 |
$500,000 |
225 |
|
Passive Capital Management LLC. |
38 |
- |
2023-03-31 |
6,062 |
$499,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
505 |
- |
2023-12-31 |
5,914 |
$486,000 |
0 |
|
Tranquility Partners LLC |
119 |
- |
2023-12-31 |
5,872 |
$483,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
841 |
- |
2023-12-31 |
5,717 |
$470,000 |
-1,000 |
|
U.S. Capital Wealth Advisors LLC |
466 |
- |
2023-12-31 |
5,624 |
$462,000 |
0 |
|
Relyea Zuckerberg Hanson LLC |
133 |
- |
2024-03-31 |
5,262 |
$456,000 |
0 |
|
Maltin Wealth Management Inc. |
79 |
- |
2024-03-31 |
5,152 |
$447,000 |
-49 |
|
|
100 Records found
|
1
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