| |
Institutional
Holders
Total
Institutions:
 |
41  2 |
|
|
Total
shares held :
|
550,079 |
|
|
% of shares
held :
|
6.11% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
|
Amount
of shares held :
|
-17,359 |
|
|
% of shares
held change :
|
-0.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.16 |
|
|
Last
Quarter's Ending
Price :
|
$49.19 |
|
|
Last
Quarter's Average
Price :
|
$46.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.63 (10.03%) |
|
|
|
|
|
|
|
|
|
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 |
1554 |
- |
2023-12-31 |
123,926 |
$6,096,000 |
-1,168 |
|
| M HOLDINGS SECURITIES, INC. |
85 |
- |
2023-12-31 |
35,850 |
$1,763,000 |
0 |
|
| Cetera Investment Advisers |
853 |
- |
2023-12-31 |
35,287 |
$1,736,000 |
-963 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2280 |
- |
2023-12-31 |
29,466 |
$1,449,000 |
20,733 |
|
| Advisor Group Holdings Inc. |
2436 |
- |
2023-12-31 |
21,763 |
$1,070,000 |
-44 |
|
| CITADEL ADVISORS LLC |
3027 |
- |
2023-12-31 |
18,385 |
$904,000 |
-273 |
|
| MORGAN STANLEY |
4966 |
- |
2023-12-31 |
14,367 |
$707,000 |
9 |
|
| Opes Wealth Management LLC |
68 |
- |
2023-12-31 |
12,725 |
$626,000 |
-235 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
460 |
- |
2023-12-31 |
10,195 |
$501,000 |
42 |
|
| J P MORGAN CHASE & CO |
3699 |
- |
2023-12-31 |
9,839 |
$484,000 |
1,418 |
|
| Smartleaf Asset Management LLC |
189 |
- |
2023-12-31 |
8,487 |
$419,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2856 |
- |
2023-12-31 |
8,126 |
$400,000 |
-1,317 |
|
| Lifeworks Advisors LLC |
132 |
*New |
2023-12-31 |
7,943 |
$391,000 |
7,943 |
|
| Private Advisor Group LLC |
1655 |
- |
2023-12-31 |
7,422 |
$365,000 |
745 |
|
| SPINNAKER TRUST |
214 |
- |
2023-12-31 |
7,405 |
$364,000 |
-815 |
|
| My Legacy Advisors LLC |
171 |
- |
2023-12-31 |
6,879 |
$340,000 |
-1,430 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
405 |
- |
2023-12-31 |
5,019 |
$247,000 |
0 |
|
| WELLS FARGO & CO/MN |
3865 |
- |
2023-12-31 |
4,201 |
$207,000 |
0 |
|
| RETIREMENT CAPITAL STRATEGIES |
69 |
- |
2023-12-31 |
4,127 |
$203,000 |
4,127 |
|
| BANK OF AMERICA CORP /DE/ |
5324 |
- |
2023-12-31 |
1,787 |
$88,000 |
-1,331 |
|
| UBS Group AG |
5120 |
- |
2023-12-31 |
1,397 |
$69,000 |
969 |
|
| Sargent Bickham Lagudis LLC |
380 |
- |
2022-12-31 |
1,615 |
$66,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2008 |
- |
2023-12-31 |
975 |
$48,000 |
0 |
|
| ICA Group Wealth Management LLC |
623 |
- |
2023-12-31 |
620 |
$30,000 |
620 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3341 |
- |
2023-12-31 |
447 |
$22,000 |
2 |
|
| Tyler-Stone Wealth Management |
528 |
- |
2023-12-31 |
350 |
$17,000 |
0 |
|
| BARTLETT & CO. LLC |
1004 |
- |
2023-12-31 |
165 |
$8,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1007 |
- |
2023-12-31 |
165 |
$8,000 |
0 |
|
| IFP Advisors Inc |
2336 |
- |
2023-12-31 |
130 |
$6,000 |
0 |
|
| RICHARD BERNSTEIN ADVISORS LLC |
222 |
- |
2023-12-31 |
65 |
$3,000 |
-12,608 |
|
| GPS Wealth Strategies Group LLC |
1187 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,474 |
|
| FMR LLC |
4697 |
- |
2023-12-31 |
2 |
$0 |
2 |
|
| Capital Advisors Ltd. LLC |
1396 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,188 |
|
| Bouchey Financial Group Ltd |
153 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,635 |
|
| Farther Finance Advisors LLC |
3169 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3411 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,557 |
|
| Charter Oak Capital Management LLC |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-108,164 |
|
| PROEQUITIES INC. |
5999 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Tidemark LLC |
679 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
| NBC SECURITIES INC. |
2216 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
| COURIER CAPITAL CORP |
367 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,794 |
|
| RAYMOND JAMES TRUST CO |
1280 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,946 |
|
| SYNOVUS FINANCIAL CORP |
859 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,853 |
|
| Sunbelt Securities Inc. |
1759 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,529 |
|
| ROYAL BANK OF CANADA |
6951 |
*Closed |
2023-12-31 |
0 |
$0 |
-450 |
|
| Stratos Wealth Partners LTD. |
1427 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,082 |
|
| Choice Wealth Advisors LLC |
31 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,287 |
|
|
47 Records found
|
1
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