| |
Institutional
Holders
Total
Institutions:
 |
69  65 |
|
|
Total
shares held :
|
8,174,881 |
|
|
% of shares
held :
|
9.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
65 |
|
|
Amount
of shares held :
|
8,079,060 |
|
|
% of shares
held change :
|
8.98% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FMR LLC |
849 |
*New |
2023-12-31 |
5,821,876 |
$154,745,000 |
5,821,876 |
|
| Rollins Financial |
|
*New |
2023-12-31 |
89,767 |
$2,386,000 |
89,767 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2752 |
*New |
2023-12-31 |
47,292 |
$1,257,000 |
47,292 |
|
| MML INVESTORS SERVICES LLC |
1451 |
*New |
2023-12-31 |
32,258 |
$857,000 |
32,258 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2151 |
*New |
2024-03-31 |
28,829 |
$850,000 |
28,829 |
|
| EP WEALTH ADVISORS, INC. |
400 |
*New |
2023-12-31 |
30,487 |
$810,000 |
30,487 |
|
| ROYAL BANK OF CANADA |
3283 |
*New |
2023-12-31 |
28,949 |
$769,000 |
28,949 |
|
| BP WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
28,609 |
$760,000 |
28,609 |
|
| MORGAN STANLEY |
5059 |
*New |
2023-12-31 |
21,960 |
$584,000 |
21,960 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
15,005 |
$399,000 |
15,005 |
|
| Kestra Advisory Services LLC |
1658 |
*New |
2023-12-31 |
14,748 |
$392,000 |
14,748 |
|
| MARINER WEALTH ADVISORS, LLC |
2120 |
*New |
2023-12-31 |
14,710 |
$391,000 |
14,710 |
|
| NCM Capital Management LLC |
114 |
*New |
2023-12-31 |
13,137 |
$349,000 |
13,137 |
|
| CREATIVE PLANNING |
1989 |
*New |
2023-12-31 |
12,886 |
$343,000 |
12,886 |
|
| Lido Advisors LLC |
911 |
*New |
2023-12-31 |
11,269 |
$300,000 |
11,269 |
|
| JANE STREET GROUP LLC |
4463 |
*New |
2023-12-31 |
10,594 |
$282,000 |
10,594 |
|
| AE Wealth Management LLC |
1752 |
*New |
2023-12-31 |
9,936 |
$272,000 |
9,936 |
|
| Snowden Capital Advisors LLC |
977 |
*New |
2023-12-31 |
9,355 |
$249,000 |
9,355 |
|
| PINNACLE ASSOCIATES LTD |
771 |
*New |
2024-03-31 |
7,485 |
$221,000 |
7,485 |
|
| Investment Advisory Group LLC |
153 |
*New |
2024-03-31 |
6,955 |
$205,000 |
6,955 |
|
| Leo Wealth LLC |
315 |
*New |
2024-03-31 |
6,902 |
$204,000 |
6,902 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1612 |
*New |
2023-12-31 |
5,506 |
$146,000 |
5,506 |
|
| Capital Analysts Inc. |
|
*New |
2023-12-31 |
5,063 |
$135,000 |
5,063 |
|
| CAMBRIDGE TRUST CO |
|
*New |
2023-12-31 |
3,581 |
$95,000 |
3,581 |
|
| Rockbridge Investment Management LCC |
181 |
*New |
2023-12-31 |
3,566 |
$95,000 |
3,566 |
|
| Tradition Wealth Management LLC |
496 |
*New |
2023-12-31 |
3,438 |
$92,000 |
3,438 |
|
| Steward Partners Investment Advisory LLC |
1770 |
*New |
2023-12-31 |
3,037 |
$81,000 |
3,037 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
89 |
*New |
2024-03-31 |
2,452 |
$72,000 |
2,452 |
|
| Cape Investment Advisory Inc. |
284 |
*New |
2023-12-31 |
2,676 |
$71,000 |
2,676 |
|
| TOMPKINS FINANCIAL CORP |
340 |
*New |
2024-03-31 |
1,859 |
$55,000 |
1,859 |
|
| HARBOUR INVESTMENTS INC. |
1424 |
*New |
2023-12-31 |
2,035 |
$54,000 |
2,035 |
|
| EPG Wealth Management LLC |
316 |
*New |
2023-12-31 |
1,502 |
$42,000 |
1,502 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
|
*New |
2023-12-31 |
1,224 |
$33,000 |
1,224 |
|
| Atlantic Trust Group LLC |
1889 |
*New |
2024-03-31 |
993 |
$29,000 |
993 |
|
| Ronald Blue Trust Inc. |
1136 |
*New |
2024-03-31 |
897 |
$26,000 |
897 |
|
| Dunhill Financial LLC |
147 |
*New |
2023-12-31 |
857 |
$23,000 |
857 |
|
| Global Retirement Partners LLC |
1740 |
*New |
2024-03-31 |
759 |
$22,000 |
759 |
|
| Rosenberg Matthew Hamilton |
535 |
*New |
2024-03-31 |
709 |
$21,000 |
709 |
|
| UBS Group AG |
|
*New |
2023-12-31 |
782 |
$21,000 |
782 |
|
| IFP Advisors Inc |
|
*New |
2023-12-31 |
681 |
$18,000 |
681 |
|
| JNBA FINANCIAL ADVISORS |
504 |
*New |
2024-03-31 |
206 |
$6,000 |
206 |
|
| Global Wealth Strategies & Associates |
216 |
*New |
2024-03-31 |
207 |
$6,000 |
207 |
|
| Legend Financial Advisors Inc. |
170 |
*New |
2024-03-31 |
99 |
$3,000 |
99 |
|
| PROEQUITIES INC. |
2467 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| DecisionPoint Financial LLC |
271 |
*New |
2024-03-31 |
14 |
$0 |
14 |
|
|
45 Records found
|
1
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