| |
Institutional
Holders
Total
Institutions:
 |
90  1 |
|
|
Total
shares held :
|
7,114,447 |
|
|
% of shares
held :
|
92.4% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
398,787 |
|
|
% of shares
held change :
|
 5.18% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.93 |
|
|
Last
Quarter's Ending
Price :
|
$49.26 |
|
|
Last
Quarter's Average
Price :
|
$46.57 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.06 (8.72%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CREATIVE PLANNING |
58 |
- |
2023-12-31 |
2,888,529 |
$142,283,000 |
-45,337 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1109 |
- |
2023-12-31 |
354,882 |
$17,481,000 |
-26,339 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
300 |
- |
2023-09-30 |
362,262 |
$16,526,000 |
-1,771 |
|
| Streettalk Advisors LLC |
|
- |
2024-03-31 |
134,338 |
$6,947,000 |
-444 |
|
| WELLS FARGO & CO/MN |
1739 |
- |
2023-12-31 |
137,113 |
$6,754,000 |
-5,432 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1007 |
- |
2024-03-31 |
124,499 |
$6,438,000 |
-262 |
|
| Steward Partners Investment Advisory LLC |
322 |
- |
2023-12-31 |
82,064 |
$4,042,000 |
-346 |
|
| FINANCIAL NETWORK |
678 |
- |
2023-12-31 |
80,771 |
$3,979,000 |
-8,188 |
|
| Congress Wealth Management LLC / DE / |
270 |
- |
2024-03-31 |
60,040 |
$3,105,000 |
-2,002 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
44 |
- |
2023-12-31 |
61,324 |
$3,021,000 |
-2,938 |
|
| Strategic Financial Group LLC |
|
- |
2023-12-31 |
44,037 |
$2,169,000 |
-1,419 |
|
| Advisor Group Holdings Inc. |
1855 |
- |
2023-12-31 |
40,790 |
$2,010,000 |
-16,573 |
|
| Altrius Capital Management Inc |
72 |
- |
2023-12-31 |
16,810 |
$828,000 |
-435 |
|
| HIGHTOWER ADVISORS, LLC |
1933 |
- |
2023-12-31 |
16,019 |
$791,000 |
-78,888 |
|
| HOWE & RUSLING INC |
123 |
- |
2023-12-31 |
13,068 |
$644,000 |
-1,307 |
|
| True Wealth Design LLC |
103 |
- |
2023-12-31 |
11,502 |
$567,000 |
-131 |
|
| H D Vest Advisory Services |
925 |
- |
2023-12-31 |
11,482 |
$566,000 |
-422 |
|
| COMERICA BANK |
1823 |
- |
2023-12-31 |
11,088 |
$546,000 |
-233 |
|
| CoreCap Advisors LLC |
334 |
- |
2023-12-31 |
11,046 |
$544,000 |
-1,515 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3651 |
- |
2023-12-31 |
11,000 |
$542,000 |
-38,402 |
|
| RAYMOND JAMES & ASSOCIATES |
3268 |
- |
2024-03-31 |
6,459 |
$334,000 |
-4,174 |
|
| JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
6,446 |
$333,000 |
-158 |
|
| PBMares Wealth Management LLC |
|
- |
2024-03-31 |
6,387 |
$330,000 |
-37 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
5,504 |
$285,000 |
-758 |
|
| JNBA FINANCIAL ADVISORS |
171 |
- |
2024-03-31 |
5,500 |
$284,000 |
-70 |
|
| PSI Advisors LLC |
105 |
- |
2024-03-31 |
5,441 |
$281,000 |
-1,071 |
|
| Lantz Financial LLC |
174 |
- |
2024-03-31 |
5,088 |
$263,000 |
-1,579 |
|
| Chicago Partners Investment Group LLC |
642 |
- |
2024-03-31 |
4,612 |
$235,000 |
-364 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
487 |
- |
2023-12-31 |
4,362 |
$215,000 |
-387 |
|
| SOA Wealth Advisors LLC. |
190 |
- |
2024-03-31 |
3,549 |
$184,000 |
-2 |
|
| Cherry Tree Wealth Management LLC |
|
- |
2024-03-31 |
881 |
$46,000 |
-184 |
|
| Global Retirement Partners LLC |
1454 |
- |
2024-03-31 |
838 |
$43,000 |
-203 |
|
| CWM LLC |
2531 |
- |
2024-03-31 |
662 |
$34,000 |
-4 |
|
| FMR LLC |
3558 |
- |
2023-12-31 |
670 |
$33,000 |
-4 |
|
| Capital Advisors Ltd. LLC |
637 |
- |
2024-03-31 |
284 |
$15,000 |
-284 |
|
|
35 Records found
|
1
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