|
Institutional
Holders
Total
Institutions:
|
73 8 |
|
Total
shares held :
|
6,220,583 |
|
% of shares
held :
|
13.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-582,634 |
|
% of shares
held change :
|
-1.27% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$35.60 |
|
Last
Quarter's Ending
Price :
|
$38.89 |
|
Last
Quarter's Average
Price :
|
$36.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.02 (8.23%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1069 |
- |
2023-12-31 |
1,521,109 |
$59,157,000 |
-137,305 |
|
LPL FINANCIAL CORP |
829 |
- |
2023-12-31 |
578,863 |
$22,513,000 |
-107,663 |
|
MORGAN STANLEY |
2689 |
- |
2023-12-31 |
507,144 |
$19,724,000 |
117,166 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
590 |
- |
2023-12-31 |
377,914 |
$14,698,000 |
-10,366 |
|
Vertex Planning Partners LLC |
8 |
- |
2023-12-31 |
340,409 |
$13,239,000 |
-270,832 |
|
Beacon Pointe Advisors LLC |
182 |
- |
2023-12-31 |
219,997 |
$8,556,000 |
-32,410 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
502 |
- |
2023-12-31 |
201,138 |
$7,823,000 |
90,281 |
|
MARINER WEALTH ADVISORS, LLC |
568 |
- |
2023-12-31 |
187,500 |
$7,292,000 |
34,923 |
|
Sontag Advisory LLC |
93 |
- |
2023-12-31 |
177,567 |
$6,906,000 |
-40,843 |
|
UBS Group AG |
1768 |
- |
2023-12-31 |
163,864 |
$6,373,000 |
16,299 |
|
ENVESTNET ASSET MANAGEMENT INC |
1792 |
- |
2023-12-31 |
148,556 |
$5,778,000 |
2,478 |
|
Baird Financial Group Inc. |
655 |
- |
2023-12-31 |
130,710 |
$5,083,000 |
-20,710 |
|
Evanson Asset Management LLC |
39 |
- |
2023-12-31 |
109,848 |
$4,272,000 |
-574 |
|
Tidemark LLC |
8 |
- |
2023-12-31 |
100,703 |
$3,916,000 |
0 |
|
Wealthcare Advisory Partners LLC |
111 |
- |
2023-12-31 |
97,918 |
$3,808,000 |
-1,426 |
|
JANE STREET GROUP LLC |
1825 |
- |
2023-12-31 |
89,052 |
$3,463,000 |
-103,695 |
|
Steward Partners Investment Advisory LLC |
376 |
- |
2023-12-31 |
82,319 |
$3,202,000 |
204 |
|
OHE FINANCIAL INC |
44 |
- |
2023-12-31 |
79,491 |
$3,092,000 |
2,819 |
|
GREENLEAF TRUST |
128 |
- |
2023-12-31 |
75,398 |
$2,932,000 |
-1,206 |
|
MERCER GLOBAL ADVISORS INC /ADV |
638 |
- |
2023-12-31 |
69,766 |
$2,713,000 |
3,772 |
|
WELLS FARGO & CO/MN |
2295 |
- |
2023-12-31 |
69,291 |
$2,695,000 |
-30,704 |
|
FINANCIAL NETWORK |
830 |
- |
2023-12-31 |
69,103 |
$2,688,000 |
955 |
|
BBK Capital Partners LLC |
30 |
- |
2023-12-31 |
67,056 |
$2,608,000 |
14,378 |
|
Integrated Wealth Concepts LLC |
388 |
- |
2023-12-31 |
66,459 |
$2,585,000 |
3,725 |
|
ROYAL BANK OF CANADA |
2433 |
- |
2023-12-31 |
61,117 |
$2,377,000 |
-3,923 |
|
Atria Wealth Solutions Inc. |
559 |
- |
2023-12-31 |
58,080 |
$2,259,000 |
2,887 |
|
Feltz Wealth PLAN Inc. |
108 |
- |
2023-12-31 |
51,931 |
$2,020,000 |
-3,168 |
|
Rockefeller Capital Management L.P. |
954 |
- |
2023-12-31 |
45,021 |
$1,751,000 |
16,793 |
|
Snowden Capital Advisors LLC |
308 |
- |
2023-12-31 |
43,834 |
$1,705,000 |
628 |
|
Breakwater Capital Group |
|
- |
2023-12-31 |
38,062 |
$1,435,000 |
-1,775 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2399 |
*New |
2023-12-31 |
33,993 |
$1,322,000 |
33,993 |
|
Crescent Grove Advisors LLC |
93 |
- |
2023-12-31 |
33,802 |
$1,315,000 |
0 |
|
BOS Asset Management LLC |
29 |
- |
2023-12-31 |
32,662 |
$1,270,000 |
-4,612 |
|
PrairieView Partners LLC |
|
- |
2023-12-31 |
31,170 |
$1,212,000 |
-793 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2044 |
- |
2023-12-31 |
29,307 |
$1,140,000 |
-1,744 |
|
OLD MISSION CAPITAL LLC |
485 |
- |
2023-12-31 |
20,988 |
$816,000 |
-45,600 |
|
Advisor Group Holdings Inc. |
2889 |
- |
2023-12-31 |
17,340 |
$675,000 |
-8,614 |
|
Hilltop Partners LLC |
56 |
- |
2023-12-31 |
15,068 |
$586,000 |
0 |
|
PRECEDENT WEALTH PARTNERS LLC |
84 |
- |
2023-12-31 |
13,165 |
$512,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1731 |
- |
2023-12-31 |
13,100 |
$509,000 |
669 |
|
Private Advisor Group LLC |
1477 |
- |
2023-12-31 |
12,821 |
$499,000 |
767 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
95 |
- |
2023-12-31 |
12,718 |
$495,000 |
0 |
|
Goss Wealth Management LLC |
1332 |
- |
2023-12-31 |
11,782 |
$443,000 |
11,472 |
|
H D Vest Advisory Services |
1076 |
- |
2023-12-31 |
10,469 |
$407,000 |
-12 |
|
LVM CAPITAL MANAGEMENT LTD/MI |
123 |
- |
2023-12-31 |
7,985 |
$311,000 |
-800 |
|
HIGHTOWER ADVISORS, LLC |
2625 |
- |
2023-12-31 |
7,832 |
$305,000 |
-576 |
|
LINSCOMB & WILLIAMS INC |
250 |
- |
2023-12-31 |
7,396 |
$288,000 |
-18,138 |
|
Passive Capital Management LLC. |
48 |
- |
2023-03-31 |
7,270 |
$274,000 |
0 |
|
WMS PARTNERS, LLC |
219 |
- |
2023-12-31 |
7,000 |
$272,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
6,648 |
$259,000 |
-2,224 |
|
FINANCEWARE, INC. |
74 |
*New |
2023-12-31 |
6,326 |
$246,000 |
6,326 |
|
Amplius Wealth Advisors LLC |
148 |
- |
2023-12-31 |
6,096 |
$237,000 |
-6,412 |
|
STIFEL FINANCIAL CORP |
2990 |
- |
2023-12-31 |
5,856 |
$228,000 |
5,856 |
|
Savvy Advisors Inc. |
136 |
- |
2023-12-31 |
5,843 |
$227,000 |
0 |
|
IHT Wealth Management LLC |
879 |
- |
2023-12-31 |
5,793 |
$225,000 |
101 |
|
FinTrust Capital Advisors LLC |
258 |
- |
2023-12-31 |
5,653 |
$220,000 |
488 |
|
IFP Advisors Inc |
897 |
- |
2023-12-31 |
5,513 |
$214,000 |
-211 |
|
COURIER CAPITAL CORP |
342 |
*New |
2023-12-31 |
5,342 |
$208,000 |
5,342 |
|
Ahrens Investment Partners LLC |
156 |
*New |
2023-03-31 |
4,900 |
$184,000 |
4,900 |
|
Element Wealth LLC |
139 |
- |
2023-12-31 |
3,870 |
$151,000 |
234 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1648 |
- |
2023-12-31 |
3,505 |
$136,000 |
226 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1061 |
- |
2023-12-31 |
2,450 |
$95,000 |
0 |
|
FIFTH THIRD BANCORP |
1181 |
- |
2023-12-31 |
2,300 |
$89,000 |
-650 |
|
JFS WEALTH ADVISORS, LLC |
369 |
- |
2023-12-31 |
1,664 |
$65,000 |
0 |
|
FMR LLC |
3364 |
- |
2023-12-31 |
1,260 |
$49,000 |
-110 |
|
BLAIR WILLIAM & CO/IL |
1600 |
- |
2023-12-31 |
968 |
$38,000 |
0 |
|
Global Retirement Partners LLC |
1477 |
- |
2023-12-31 |
1,000 |
$38,000 |
0 |
|
Baldrige Asset Management LLC |
199 |
*New |
2023-03-31 |
863 |
$32,000 |
863 |
|
PNC FINANCIAL SERVICES GROUP INC |
3185 |
- |
2023-12-31 |
800 |
$31,000 |
0 |
|
J P MORGAN CHASE & CO |
4876 |
- |
2023-12-31 |
709 |
$28,000 |
517 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
560 |
$22,000 |
0 |
|
FSA Wealth Management LLC |
259 |
*New |
2023-12-31 |
400 |
$16,000 |
400 |
|
Farther Finance Advisors LLC |
1555 |
- |
2023-12-31 |
295 |
$11,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1992 |
- |
2023-12-31 |
270 |
$10,000 |
0 |
|
EverSource Wealth Advisors LLC |
1670 |
- |
2023-12-31 |
200 |
$8,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
603 |
- |
2023-12-31 |
135 |
$5,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3758 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,944 |
|
Fusion Family Wealth LLC |
43 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,449 |
|
Lansing Street Advisors |
126 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,689 |
|
JANNEY MONTGOMERY SCOTT LLC |
2692 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,971 |
|
BURNS WEALTH MANAGEMENT, INC. |
473 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,313 |
|
FLOW TRADERS U.S. LLC |
1083 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,285 |
|
CITADEL ADVISORS LLC |
6109 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,371 |
|
CITIGROUP INC |
4715 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
1089 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,085 |
|
Financial Gravity Wealth Inc. |
985 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
COMERICA BANK |
3780 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,937 |
|
MULTIFINANCIAL SECURITIES CORP |
1806 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,030 |
|
PROEQUITIES INC. |
10031 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Gateway Wealth Partners LLC |
292 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,162 |
|
|
90 Records found
|
1
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