|
Institutional
Holders
Total
Institutions:
|
89 19 |
|
Total
shares held :
|
2,632,608 |
|
% of shares
held :
|
2.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
Amount
of shares held :
|
433,117 |
|
% of shares
held change :
|
0.48% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$77.99 |
|
Last
Quarter's Ending
Price :
|
$87.56 |
|
Last
Quarter's Average
Price :
|
$81.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.75 (16.91%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
542 |
- |
2024-03-31 |
534,112 |
$50,682,000 |
64,749 |
|
Fiduciary Planning LLC |
2 |
- |
2024-03-31 |
288,855 |
$27,409,000 |
7,145 |
|
MORGAN STANLEY |
2798 |
- |
2023-12-31 |
202,742 |
$17,752,000 |
28,710 |
|
FINANCIAL NETWORK |
216 |
- |
2023-12-31 |
195,850 |
$17,149,000 |
15,581 |
|
AMERIPRISE FINANCIAL INC |
1432 |
- |
2023-12-31 |
170,976 |
$14,989,000 |
11,998 |
|
Prentice Wealth Management LLC |
5 |
- |
2024-03-31 |
118,146 |
$11,211,000 |
5,396 |
|
BANK OF AMERICA CORP /DE/ |
2385 |
- |
2023-12-31 |
112,702 |
$9,868,000 |
17,470 |
|
Bond & Devick Financial Network Inc. |
4 |
- |
2024-03-31 |
103,341 |
$9,806,000 |
15,250 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
503 |
- |
2024-03-31 |
95,366 |
$9,049,000 |
3,965 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
537 |
- |
2024-03-31 |
83,760 |
$7,948,000 |
75,006 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
939 |
- |
2024-03-31 |
76,475 |
$7,257,000 |
2,041 |
|
H D Vest Advisory Services |
231 |
- |
2024-03-31 |
76,395 |
$7,249,000 |
72,951 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
701 |
*New |
2023-12-31 |
76,329 |
$6,683,000 |
76,329 |
|
SANDERS MORRIS HARRIS INC/FA |
15 |
- |
2024-03-31 |
2,251 |
$5,838,000 |
-44,726 |
|
FIRST NATIONAL TRUST CO |
112 |
- |
2024-03-31 |
49,999 |
$4,744,000 |
18,732 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
572 |
- |
2023-12-31 |
49,156 |
$4,304,000 |
-91,967 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1268 |
- |
2024-03-31 |
44,866 |
$4,257,000 |
19,785 |
|
ICA Group Wealth Management LLC |
28 |
- |
2023-12-31 |
40,543 |
$3,550,000 |
8,928 |
|
UBS Group AG |
2406 |
- |
2023-12-31 |
36,300 |
$3,178,000 |
-32,785 |
|
PCG Wealth Advisors LLC |
26 |
- |
2024-03-31 |
32,199 |
$3,055,000 |
5,225 |
|
Able Wealth Management LLC |
9 |
- |
2023-12-31 |
33,360 |
$2,921,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
2238 |
- |
2023-12-31 |
32,412 |
$2,838,000 |
6,333 |
|
Merit Financial Group LLC |
219 |
- |
2024-03-31 |
30,579 |
$2,811,000 |
3,126 |
|
HARBOUR INVESTMENTS INC. |
207 |
- |
2023-12-31 |
25,092 |
$2,197,000 |
25,079 |
|
BB&T CORP |
1197 |
- |
2023-12-31 |
24,901 |
$2,180,000 |
7,218 |
|
National Wealth Management Group LLC |
10 |
- |
2023-12-31 |
24,844 |
$2,175,000 |
1,826 |
|
ROYAL BANK OF CANADA |
2505 |
- |
2023-12-31 |
24,625 |
$2,156,000 |
-932 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1899 |
- |
2024-03-31 |
18,773 |
$1,781,000 |
528 |
|
Sigma Planning Corp |
338 |
*New |
2024-03-31 |
18,572 |
$1,762,000 |
18,572 |
|
CAPTRUST FINANCIAL ADVISORS |
969 |
- |
2023-12-31 |
19,714 |
$1,726,000 |
-2,330 |
|
Advisor Group Holdings Inc. |
1812 |
- |
2024-03-31 |
17,992 |
$1,707,000 |
-1,090 |
|
Steele Capital Management Inc. |
54 |
- |
2024-03-31 |
17,991 |
$1,707,000 |
-1,547 |
|
MARINER WEALTH ADVISORS, LLC |
1168 |
*New |
2023-12-31 |
18,043 |
$1,580,000 |
18,043 |
|
Fifth Third Securities Inc. |
130 |
*New |
2024-03-31 |
15,554 |
$1,476,000 |
15,554 |
|
Kestra Advisory Services LLC |
947 |
- |
2023-12-31 |
16,709 |
$1,463,000 |
356 |
|
RAYMOND JAMES & ASSOCIATES |
2365 |
- |
2024-03-31 |
14,816 |
$1,406,000 |
5,272 |
|
CWM LLC |
738 |
- |
2024-03-31 |
14,074 |
$1,335,000 |
493 |
|
SHEETS SMITH & ASSOCIATES INC |
139 |
*New |
2024-03-31 |
13,861 |
$1,315,000 |
13,861 |
|
LINCOLN NATIONAL CORP |
452 |
- |
2024-03-31 |
13,035 |
$1,237,000 |
1,957 |
|
CoreFirst Bank & Trust |
34 |
- |
2023-12-31 |
13,574 |
$1,189,000 |
8,000 |
|
Cetera Investment Advisers |
1017 |
- |
2023-12-31 |
13,404 |
$1,174,000 |
9,150 |
|
Winthrop Capital Management LLC |
35 |
- |
2024-03-31 |
11,938 |
$1,133,000 |
-28 |
|
PERSONAL CFO SOLUTIONS LLC |
100 |
*New |
2023-12-31 |
12,717 |
$1,114,000 |
12,717 |
|
KINGSWOOD WEALTH ADVISORS LLC |
200 |
- |
2024-03-31 |
10,586 |
$1,005,000 |
786 |
|
Cedar Brook Financial Partners LLC |
124 |
- |
2024-03-31 |
10,336 |
$981,000 |
3,773 |
|
NEUBERGER BERMAN GROUP LLC |
1283 |
*New |
2023-12-31 |
10,600 |
$928,000 |
10,600 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
179 |
*New |
2024-03-31 |
9,261 |
$879,000 |
9,261 |
|
JFS WEALTH ADVISORS, LLC |
123 |
*New |
2024-03-31 |
9,200 |
$873,000 |
9,200 |
|
PARK AVENUE SECURITIES LLC |
755 |
*New |
2024-03-31 |
8,512 |
$808,000 |
8,512 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
306 |
- |
2024-03-31 |
8,489 |
$806,000 |
9 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
304 |
- |
2024-03-31 |
8,262 |
$784,000 |
1,853 |
|
Private Capital Management LLC |
69 |
- |
2023-12-31 |
8,948 |
$783,000 |
312 |
|
Allegheny Financial Group LTD |
83 |
- |
2024-03-31 |
8,028 |
$762,000 |
40 |
|
GOLDMAN SACHS GROUP INC/ |
3672 |
- |
2023-12-31 |
8,102 |
$709,000 |
-40,000 |
|
Goss Wealth Management LLC |
1117 |
- |
2023-12-31 |
7,721 |
$681,000 |
-648 |
|
SMITH MOORE & CO. |
221 |
- |
2023-12-31 |
7,425 |
$650,000 |
-100 |
|
Lakeview Capital Partners LLC |
224 |
- |
2024-03-31 |
5,909 |
$561,000 |
9 |
|
DAVIDSON D A & CO |
920 |
- |
2023-12-31 |
6,082 |
$533,000 |
-497 |
|
MML INVESTORS SERVICES LLC |
1739 |
- |
2023-12-31 |
5,791 |
$507,000 |
-1,527 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
289 |
- |
2024-03-31 |
5,204 |
$494,000 |
254 |
|
Visionary Wealth Advisors |
327 |
*New |
2023-12-31 |
5,173 |
$453,000 |
5,173 |
|
FIRST HEARTLAND CONSULTANTS INC |
263 |
- |
2024-03-31 |
4,700 |
$446,000 |
0 |
|
BECK CAPITAL MANAGEMENT LLC |
97 |
*New |
2023-12-31 |
4,516 |
$395,000 |
4,516 |
|
Blue Chip Partners Inc. |
100 |
- |
2024-03-31 |
3,958 |
$376,000 |
-11,800 |
|
Steel Peak Wealth Management LLC |
319 |
- |
2024-03-31 |
3,920 |
$372,000 |
-1,231 |
|
DURANTE & WATERS LLC |
22 |
- |
2024-03-31 |
3,600 |
$342,000 |
0 |
|
Brookstone Capital Management |
711 |
- |
2024-03-31 |
3,580 |
$340,000 |
-3,050 |
|
OHE FINANCIAL INC |
199 |
- |
2023-12-31 |
3,429 |
$300,000 |
2 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
368 |
- |
2024-03-31 |
3,117 |
$295,000 |
-963 |
|
Ullmann Financial Group Inc. |
94 |
- |
2024-03-31 |
2,982 |
$283,000 |
12 |
|
COMERICA BANK |
2122 |
- |
2023-12-31 |
3,217 |
$282,000 |
2,463 |
|
FLC Capital Advisors |
135 |
- |
2024-03-31 |
2,800 |
$266,000 |
0 |
|
Atria Wealth Solutions Inc. |
1563 |
- |
2023-12-31 |
3,027 |
$265,000 |
55 |
|
PSI Advisors LLC |
114 |
- |
2024-03-31 |
2,628 |
$249,000 |
192 |
|
J.W. COLE ADVISORS INC. |
787 |
- |
2024-03-31 |
2,400 |
$228,000 |
38 |
|
Advisor Resource Council |
207 |
*New |
2024-03-31 |
2,516 |
$220,000 |
2,516 |
|
CITADEL ADVISORS LLC |
4424 |
- |
2023-12-31 |
2,301 |
$201,000 |
-4,473 |
|
US BANCORP |
2070 |
*New |
2024-03-31 |
1,838 |
$174,000 |
1,838 |
|
Halpern Financial Inc. |
63 |
- |
2024-03-31 |
1,275 |
$119,000 |
0 |
|
Frazier Financial Advisors LLC |
91 |
- |
2023-12-31 |
1,072 |
$94,000 |
0 |
|
Spire Wealth Management |
1186 |
- |
2024-03-31 |
572 |
$54,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
156 |
- |
2024-03-31 |
570 |
$54,000 |
0 |
|
PROEQUITIES INC. |
1172 |
- |
2024-03-31 |
540 |
$51,000 |
207 |
|
Tradition Wealth Management LLC |
655 |
- |
2023-12-31 |
500 |
$44,000 |
-500 |
|
PNC FINANCIAL SERVICES GROUP INC |
3050 |
- |
2024-03-31 |
453 |
$43,000 |
200 |
|
Aptus Capital Advisors LLC |
686 |
- |
2023-12-31 |
485 |
$42,000 |
-83,083 |
|
Aspire Wealth Management Corp |
139 |
- |
2024-03-31 |
402 |
$38,000 |
2 |
|
Providence Capital Advisors LLC |
195 |
- |
2023-12-31 |
344 |
$30,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2463 |
- |
2023-12-31 |
299 |
$26,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1539 |
- |
2024-03-31 |
239 |
$23,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1528 |
- |
2024-03-31 |
209 |
$20,000 |
0 |
|
FMR LLC |
4099 |
- |
2023-12-31 |
105 |
$9,000 |
42 |
|
PRINCIPAL SECURITIES INC. |
2350 |
- |
2024-03-31 |
93 |
$9,000 |
0 |
|
Global Retirement Partners LLC |
2150 |
- |
2024-03-31 |
93 |
$9,000 |
-22 |
|
NATIONAL BANK OF CANADA /FI/ |
2062 |
*New |
2023-12-31 |
80 |
$7,000 |
80 |
|
CHILTON CAPITAL MANAGEMENT LLC |
514 |
- |
2024-03-31 |
42 |
$4,000 |
0 |
|
JJJ Advisors Inc. |
822 |
- |
2024-03-31 |
33 |
$3,000 |
0 |
|
NAPA WEALTH MANAGEMENT |
38 |
- |
2023-12-31 |
12,604 |
$1,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1842 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,348 |
|
WELLS FARGO & CO/MN |
6108 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
100 Records found
|
1
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