| |
Institutional
Holders
Total
Institutions:
 |
106  3 |
|
|
Total
shares held :
|
11,784,668 |
|
|
% of shares
held :
|
13.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-15,592 |
|
|
% of shares
held change :
|
-0.02% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.63 |
|
|
Last
Quarter's Ending
Price :
|
$50.12 |
|
|
Last
Quarter's Average
Price :
|
$47.21 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.90 (16.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Private Wealth Strategies L.L.C. |
1 |
- |
2023-12-31 |
1,517,276 |
$76,038,000 |
16,824 |
|
| LPL FINANCIAL CORP |
530 |
- |
2023-12-31 |
912,313 |
$45,721,000 |
156,537 |
|
| Garrett Wealth Advisory Group LLC |
1 |
- |
2024-03-31 |
644,061 |
$35,681,000 |
73,553 |
|
| Team Financial Group LLC |
2 |
- |
2023-12-31 |
410,359 |
$20,565,000 |
13,722 |
|
| Kestra Advisory Services LLC |
161 |
- |
2023-12-31 |
318,778 |
$15,976,000 |
90,051 |
|
| BANK OF AMERICA CORP /DE/ |
2346 |
- |
2023-12-31 |
206,253 |
$10,336,000 |
8,205 |
|
| J P MORGAN CHASE & CO |
2347 |
- |
2023-12-31 |
117,216 |
$5,874,000 |
86,822 |
|
| Marietta Wealth Management LLC |
57 |
- |
2024-03-31 |
88,499 |
$4,903,000 |
1,968 |
|
| Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
81,746 |
$4,097,000 |
1,462 |
|
| VISTA INVESTMENT MANAGEMENT |
11 |
- |
2023-12-31 |
79,106 |
$3,964,000 |
1,973 |
|
| Advisor Group Holdings Inc. |
1368 |
- |
2023-12-31 |
78,453 |
$3,932,000 |
469 |
|
| WELLS FARGO & CO/MN |
2093 |
- |
2023-12-31 |
76,081 |
$3,813,000 |
6,994 |
|
| Moloney Securities Asset Management LLC |
|
- |
2024-03-31 |
65,963 |
$3,654,000 |
12,307 |
|
| UBS Group AG |
2271 |
- |
2023-12-31 |
72,581 |
$3,637,000 |
12,033 |
|
| BEACON FINANCIAL GROUP |
79 |
- |
2023-12-31 |
56,489 |
$2,831,000 |
12,195 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
686 |
- |
2023-09-30 |
51,591 |
$2,360,000 |
16,361 |
|
| LOWE BROCKENBROUGH & CO INC |
110 |
- |
2023-12-31 |
46,602 |
$2,335,000 |
819 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1860 |
- |
2023-12-31 |
41,031 |
$2,056,000 |
23,477 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1261 |
- |
2024-03-31 |
35,520 |
$1,968,000 |
35,520 |
|
| MODERA WEALTH MANAGEMENT, LLC |
232 |
- |
2023-12-31 |
35,294 |
$1,769,000 |
31,668 |
|
| KMG FIDUCIARY PARTNERS LLC |
128 |
- |
2024-03-31 |
25,156 |
$1,394,000 |
86 |
|
| HARBOUR INVESTMENTS INC. |
299 |
- |
2023-12-31 |
27,559 |
$1,381,000 |
14,063 |
|
| FINANCIAL NETWORK |
1198 |
- |
2023-12-31 |
26,336 |
$1,320,000 |
1,991 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1912 |
- |
2024-03-31 |
22,731 |
$1,259,000 |
193 |
|
| Chicago Partners Investment Group LLC |
313 |
- |
2024-03-31 |
19,157 |
$1,034,000 |
93 |
|
| Pine Valley Investments Ltd Liability Co |
226 |
- |
2023-12-31 |
16,370 |
$820,000 |
1,567 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
300 |
- |
2024-03-31 |
10,478 |
$580,000 |
445 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1251 |
- |
2023-12-31 |
11,183 |
$560,000 |
115 |
|
| AMERIPRISE FINANCIAL INC |
3357 |
- |
2023-12-31 |
10,690 |
$536,000 |
759 |
|
| Advisor Resource Council |
117 |
- |
2024-03-31 |
9,736 |
$488,000 |
9,736 |
|
| Cornerstone Wealth Management LLC |
337 |
- |
2024-03-31 |
8,618 |
$477,000 |
13 |
|
| E&G Advisors LP |
134 |
- |
2024-03-31 |
6,945 |
$385,000 |
55 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3025 |
- |
2024-03-31 |
6,857 |
$380,000 |
29 |
|
| VERUS CAPITAL PARTNERS LLC |
258 |
- |
2023-12-31 |
5,102 |
$256,000 |
385 |
|
| EPG Wealth Management LLC |
283 |
- |
2023-12-31 |
1,357 |
$70,000 |
4 |
|
| CITIGROUP INC |
3534 |
- |
2023-12-31 |
1,080 |
$54,000 |
713 |
|
| Sunbelt Securities Inc. |
957 |
- |
2024-03-31 |
590 |
$33,000 |
2 |
|
| Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
81 |
$4,000 |
81 |
|
|
38 Records found
|
1
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