| |
Institutional
Holders
Total
Institutions:
 |
35  3 |
|
|
Total
shares held :
|
6,614,753 |
|
|
% of shares
held :
|
57.02% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
82,444 |
|
|
% of shares
held change :
|
0.71% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  DAVIS SELECTED ADVISERS |
36 |
- |
2023-12-31 |
3,916,775 |
$72,579,000 |
23,576 |
|
| MORGAN STANLEY |
3207 |
- |
2023-12-31 |
606,618 |
$11,241,000 |
4,556 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
696 |
- |
2023-12-31 |
598,867 |
$11,097,000 |
99,886 |
|
| RAYMOND JAMES & ASSOCIATES |
1241 |
- |
2023-12-31 |
432,905 |
$8,022,000 |
-4,023 |
|
| Sebold Capital Management Inc. |
19 |
- |
2024-03-31 |
115,316 |
$2,224,000 |
1,572 |
|
| BANK OF AMERICA CORP /DE/ |
3546 |
- |
2023-12-31 |
105,124 |
$1,948,000 |
-87,519 |
|
| Lunt Capital Management Inc. |
29 |
- |
2023-12-31 |
88,633 |
$1,642,000 |
-4,221 |
|
| Lakeside Advisors INC. |
25 |
- |
2023-12-31 |
68,700 |
$1,273,000 |
0 |
|
| Live Oak Private Wealth LLC |
80 |
- |
2023-12-31 |
64,426 |
$1,194,000 |
1,879 |
|
| ROYAL BANK OF CANADA |
3064 |
- |
2023-12-31 |
56,111 |
$1,040,000 |
-4,304 |
|
| Baird Financial Group Inc. |
1151 |
- |
2023-12-31 |
51,399 |
$952,000 |
-7,551 |
|
| PROSPERA FINANCIAL SERVICES |
501 |
- |
2023-12-31 |
46,844 |
$868,000 |
6,022 |
|
| Atlas Wealth LLC |
34 |
- |
2023-12-31 |
47,132 |
$841,000 |
0 |
|
| BANK OF NEW YORK MELLON CORP |
3264 |
*New |
2023-12-31 |
44,549 |
$826,000 |
44,549 |
|
| LPL FINANCIAL CORP |
3192 |
- |
2023-12-31 |
44,080 |
$817,000 |
-2,527 |
|
| Kathleen S. Wright Associates Inc. |
57 |
- |
2024-03-31 |
36,291 |
$700,000 |
-14,224 |
|
| JANE STREET GROUP LLC |
3611 |
- |
2023-12-31 |
36,734 |
$681,000 |
-2,570 |
|
| UBS Group AG |
3722 |
- |
2023-12-31 |
35,693 |
$661,000 |
1,514 |
|
| CLS INVESTMENT FIRM LLC |
906 |
- |
2022-12-31 |
35,113 |
$620,000 |
2,723 |
|
| Cedar Brook Financial Partners LLC |
201 |
- |
2024-03-31 |
26,855 |
$518,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
38 |
- |
2023-12-31 |
25,497 |
$472,000 |
18,068 |
|
| Orion Portfolio Solutions LLC |
1231 |
- |
2023-12-31 |
25,889 |
$468,000 |
-12,140 |
|
| SILVER OAK SECURITIES Inc |
295 |
- |
2023-12-31 |
23,743 |
$440,000 |
12,466 |
|
| FINANCIAL ADVISORY CORP /UT/ /ADV |
97 |
- |
2023-12-31 |
23,579 |
$437,000 |
-1,125 |
|
| CITADEL ADVISORS LLC |
3833 |
- |
2023-12-31 |
21,146 |
$392,000 |
-33,541 |
|
| DAVIDSON D A & CO |
1061 |
- |
2023-12-31 |
19,375 |
$359,000 |
-1,300 |
|
| Gladstone Institutional Advisory LLC |
528 |
- |
2023-12-31 |
15,871 |
$294,000 |
-4,696 |
|
| FLOW TRADERS U.S. LLC |
640 |
*New |
2023-12-31 |
11,204 |
$208,000 |
11,204 |
|
| Advisor Group Holdings Inc. |
3900 |
- |
2023-12-31 |
10,846 |
$201,000 |
52 |
|
| STIFEL FINANCIAL CORP |
3056 |
- |
2023-12-31 |
10,225 |
$189,000 |
0 |
|
| SITTNER & NELSON LLC |
237 |
- |
2023-12-31 |
2,000 |
$37,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2295 |
*New |
2023-12-31 |
1,333 |
$25,000 |
1,333 |
|
| PRINCIPAL SECURITIES INC. |
2083 |
- |
2023-12-31 |
690 |
$13,000 |
0 |
|
| COMERICA BANK |
3177 |
- |
2023-12-31 |
451 |
$8,000 |
-165 |
|
| J P MORGAN CHASE & CO |
5507 |
*New |
2023-12-31 |
45 |
$1,000 |
45 |
|
| PROEQUITIES INC. |
8616 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| CITIGROUP INC |
4737 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| Stratos Wealth Partners LTD. |
1431 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,734 |
|
|
38 Records found
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1
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