|
Institutional
Holders
Total
Institutions:
|
53 5 |
|
Total
shares held :
|
752,947 |
|
% of shares
held :
|
36.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-78,077 |
|
% of shares
held change :
|
-3.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$99.20 |
|
Last
Quarter's Ending
Price :
|
$112.26 |
|
Last
Quarter's Average
Price :
|
$102.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.29 (15.87%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
677 |
- |
2024-03-31 |
105,891 |
$13,193,000 |
17,731 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
770 |
- |
2023-12-31 |
81,129 |
$9,108,000 |
2,570 |
|
LPL FINANCIAL CORP |
1306 |
- |
2023-12-31 |
80,685 |
$9,058,000 |
11,810 |
|
MORGAN STANLEY |
3523 |
- |
2023-12-31 |
68,697 |
$7,712,000 |
11,244 |
|
GOLDMAN SACHS GROUP INC/ |
2418 |
- |
2023-12-31 |
54,927 |
$6,166,000 |
0 |
|
BB&T CORP |
907 |
- |
2023-12-31 |
38,870 |
$4,364,000 |
-233 |
|
ROYAL BANK OF CANADA |
2059 |
- |
2023-12-31 |
35,462 |
$3,981,000 |
-4,380 |
|
Kowal Investment Group LLC |
18 |
- |
2024-03-31 |
27,368 |
$3,410,000 |
153 |
|
Gallagher Benefit Services Inc. |
25 |
- |
2022-12-31 |
35,744 |
$3,389,000 |
0 |
|
F3Logic LLC |
25 |
*New |
2022-12-31 |
35,744 |
$3,389,000 |
35,744 |
|
BANK OF AMERICA CORP /DE/ |
3190 |
- |
2023-12-31 |
27,901 |
$3,132,000 |
1,168 |
|
Wealth Management Partners LLC |
18 |
- |
2024-03-31 |
21,843 |
$2,721,000 |
14 |
|
DAVIDSON D A & CO |
489 |
- |
2023-12-31 |
18,831 |
$2,114,000 |
-864 |
|
Baird Financial Group Inc. |
918 |
- |
2023-12-31 |
18,806 |
$2,111,000 |
7,529 |
|
RAYMOND JAMES & ASSOCIATES |
2134 |
- |
2024-03-31 |
16,274 |
$2,028,000 |
-2,954 |
|
Private Advisor Group LLC |
820 |
- |
2023-12-31 |
15,769 |
$1,770,000 |
2,366 |
|
WELLS FARGO & CO/MN |
2633 |
- |
2023-12-31 |
14,531 |
$1,631,000 |
-974 |
|
Stonebridge Financial Planning Group LLC |
35 |
- |
2023-12-31 |
12,670 |
$1,422,000 |
-500 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2320 |
- |
2023-12-31 |
12,530 |
$1,407,000 |
-20,873 |
|
626 Financial LLC |
22 |
- |
2024-03-31 |
10,867 |
$1,354,000 |
-79 |
|
UBS Group AG |
3217 |
- |
2023-12-31 |
11,441 |
$1,284,000 |
3,790 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
10,273 |
$1,153,000 |
-346 |
|
Apeiron RIA LLC |
71 |
- |
2024-03-31 |
7,050 |
$878,000 |
-23 |
|
IFP Advisors Inc |
431 |
- |
2023-12-31 |
7,094 |
$796,000 |
-151 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1992 |
- |
2024-03-31 |
5,521 |
$688,000 |
283 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
6,109 |
$686,000 |
-195 |
|
Advisor Group Holdings Inc. |
2923 |
- |
2023-12-31 |
5,780 |
$649,000 |
-1,261 |
|
STIFEL FINANCIAL CORP |
2432 |
- |
2023-12-31 |
5,597 |
$628,000 |
1,020 |
|
NBC SECURITIES INC. |
402 |
- |
2024-03-31 |
4,461 |
$555,000 |
-69 |
|
NWAM LLC |
355 |
- |
2023-12-31 |
4,049 |
$455,000 |
1 |
|
WILLNER & HELLER LLC |
68 |
- |
2023-12-31 |
4,033 |
$453,000 |
945 |
|
PROSPERA FINANCIAL SERVICES |
699 |
- |
2023-12-31 |
4,032 |
$453,000 |
-124 |
|
ENVESTNET ASSET MANAGEMENT INC |
3444 |
- |
2023-12-31 |
3,438 |
$386,000 |
336 |
|
FINANCIAL NETWORK |
2120 |
- |
2023-12-31 |
3,143 |
$353,000 |
-72 |
|
PAPP L ROY & ASSOCIATES |
143 |
- |
2024-03-31 |
2,596 |
$323,000 |
0 |
|
Global Retirement Partners LLC |
651 |
- |
2024-03-31 |
2,397 |
$299,000 |
-48 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
561 |
- |
2024-03-31 |
2,187 |
$270,000 |
-88 |
|
Kestra Advisory Services LLC |
1904 |
- |
2023-12-31 |
2,395 |
$269,000 |
-43 |
|
Gateway Wealth Partners LLC |
176 |
- |
2023-12-31 |
2,301 |
$258,000 |
-43 |
|
1ST SOURCE BANK |
231 |
- |
2023-12-31 |
2,250 |
$253,000 |
0 |
|
CWM LLC |
1393 |
- |
2024-03-31 |
2,021 |
$252,000 |
0 |
|
Lakeview Capital Partners LLC |
349 |
- |
2023-12-31 |
2,228 |
$250,000 |
33 |
|
MULTIFINANCIAL SECURITIES CORP |
1526 |
- |
2023-12-31 |
2,195 |
$246,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2061 |
*New |
2024-03-31 |
1,905 |
$237,000 |
1,905 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
479 |
- |
2023-12-31 |
2,008 |
$225,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1641 |
- |
2023-12-31 |
1,238 |
$139,000 |
-120 |
|
Goss Wealth Management LLC |
1876 |
- |
2023-12-31 |
1,052 |
$118,000 |
1,018 |
|
Smartleaf Asset Management LLC |
451 |
- |
2023-12-31 |
750 |
$85,000 |
0 |
|
Spire Wealth Management |
1214 |
- |
2024-03-31 |
401 |
$50,000 |
0 |
|
FMR LLC |
3765 |
- |
2023-12-31 |
184 |
$21,000 |
12 |
|
J P MORGAN CHASE & CO |
4940 |
- |
2023-12-31 |
175 |
$20,000 |
1 |
|
HARBOUR INVESTMENTS INC. |
1893 |
- |
2023-12-31 |
170 |
$19,000 |
-26,627 |
|
ICA Group Wealth Management LLC |
770 |
- |
2023-12-31 |
150 |
$17,000 |
150 |
|
Advisors Preferred LLC |
|
- |
2023-12-31 |
128 |
$14,000 |
-650 |
|
Sound Income Strategies LLC |
721 |
*New |
2024-03-31 |
90 |
$11,000 |
90 |
|
PRINCIPAL SECURITIES INC. |
2306 |
- |
2023-12-31 |
75 |
$8,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1054 |
- |
2023-12-31 |
58 |
$7,000 |
0 |
|
Steward Partners Investment Advisory LLC |
3187 |
- |
2023-12-31 |
19 |
$2,000 |
-1 |
|
FTB Advisors Inc. |
2215 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
5557 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,680 |
|
Gallagher Fiduciary Advisors LLC |
184 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,747 |
|
Flaharty Asset Management LLC |
351 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,402 |
|
TOWER RESEARCH CAPITAL LLC |
5801 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
Ameritas Advisory Services LLC |
718 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,105 |
|
PROEQUITIES INC. |
4665 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
VIRTU FINANCIAL LLC |
1695 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,600 |
|
V Wealth ManagementLLC |
337 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,507 |
|
|
67 Records found
|
1
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