|
Institutional
Holders
Total
Institutions:
|
131 2 |
|
Total
shares held :
|
5,422,584 |
|
% of shares
held :
|
51.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
224,972 |
|
% of shares
held change :
|
2.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$53.57 |
|
Last
Quarter's Ending
Price :
|
$61.23 |
|
Last
Quarter's Average
Price :
|
$56.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.16 (19.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
222 |
- |
2023-12-31 |
591,822 |
$36,237,000 |
152,524 |
|
AE Wealth Management LLC |
119 |
- |
2023-12-31 |
571,795 |
$34,737,000 |
161,897 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
540 |
- |
2024-03-31 |
256,828 |
$17,416,000 |
3,259 |
|
MORGAN STANLEY |
3371 |
- |
2023-12-31 |
152,212 |
$9,320,000 |
20,550 |
|
ROYAL BANK OF CANADA |
1564 |
- |
2023-12-31 |
133,754 |
$8,189,000 |
11,439 |
|
AMERIPRISE FINANCIAL INC |
2089 |
- |
2023-12-31 |
105,341 |
$6,450,000 |
99,559 |
|
STIFEL FINANCIAL CORP |
1023 |
- |
2023-12-31 |
95,781 |
$5,865,000 |
327 |
|
LPL FINANCIAL CORP |
1767 |
- |
2024-03-31 |
74,091 |
$5,024,000 |
8,697 |
|
Traynor Capital Management Inc. |
43 |
- |
2024-03-31 |
63,707 |
$4,320,000 |
1,677 |
|
AGF MANAGEMENT LTD |
300 |
- |
2023-12-31 |
60,430 |
$3,700,000 |
17,908 |
|
ATLAS CAPITAL ADVISORS LLC |
45 |
- |
2024-03-31 |
49,392 |
$3,349,000 |
7,307 |
|
GOLDMAN SACHS GROUP INC/ |
2921 |
- |
2023-12-31 |
46,592 |
$2,853,000 |
33,023 |
|
Lifeworks Advisors LLC |
40 |
- |
2024-03-31 |
38,727 |
$2,626,000 |
2,713 |
|
Kestra Advisory Services LLC |
717 |
- |
2023-12-31 |
39,059 |
$2,392,000 |
15 |
|
FMR LLC |
2132 |
- |
2023-12-31 |
37,384 |
$2,289,000 |
5,903 |
|
U.S. Capital Wealth Advisors LLC |
218 |
- |
2024-03-31 |
31,352 |
$2,126,000 |
20 |
|
SMITH, SALLEY & ASSOCIATES |
95 |
- |
2024-03-31 |
30,767 |
$2,086,000 |
4,902 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
398 |
- |
2024-03-31 |
26,584 |
$1,803,000 |
514 |
|
HIGHTOWER ADVISORS, LLC |
1474 |
- |
2024-03-31 |
25,844 |
$1,749,000 |
77 |
|
Fifth Third Securities Inc. |
123 |
- |
2024-03-31 |
24,577 |
$1,667,000 |
1,187 |
|
Armor Investment Advisors LLC |
39 |
- |
2024-03-31 |
22,894 |
$1,552,000 |
1,167 |
|
KCM INVESTMENT ADVISORS LLC |
184 |
- |
2024-03-31 |
21,548 |
$1,461,000 |
52 |
|
Mutual Advisors LLC |
430 |
- |
2024-03-31 |
17,164 |
$1,164,000 |
1,400 |
|
TRUST CO OF OKLAHOMA |
59 |
- |
2024-03-31 |
16,273 |
$1,103,000 |
2,039 |
|
Sunbelt Securities Inc. |
187 |
- |
2024-03-31 |
14,008 |
$950,000 |
21 |
|
ESSEX FINANCIAL SERVICES INC |
243 |
- |
2024-03-31 |
11,233 |
$762,000 |
3,674 |
|
MONTAG A & ASSOCIATES INC |
280 |
- |
2024-03-31 |
11,030 |
$748,000 |
3,394 |
|
Snowden Capital Advisors LLC |
544 |
- |
2023-12-31 |
11,259 |
$689,000 |
379 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2319 |
- |
2024-03-31 |
9,422 |
$639,000 |
85 |
|
MML INVESTORS SERVICES LLC |
1631 |
- |
2023-12-31 |
10,116 |
$619,000 |
3,476 |
|
Integrated Advisors Network LLC |
422 |
- |
2024-03-31 |
8,507 |
$577,000 |
1,189 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1268 |
- |
2023-09-30 |
8,702 |
$471,000 |
18 |
|
Maltin Wealth Management Inc. |
77 |
- |
2024-03-31 |
6,872 |
$466,000 |
10 |
|
Ameritas Advisory Services LLC |
441 |
- |
2023-12-31 |
7,527 |
$463,000 |
846 |
|
LINCOLN NATIONAL CORP |
868 |
- |
2024-03-31 |
5,170 |
$351,000 |
5,170 |
|
Valley Brook Capital Group |
85 |
- |
2024-03-31 |
4,961 |
$336,000 |
240 |
|
Centennial Wealth Advisory LLC |
100 |
- |
2024-03-31 |
4,418 |
$300,000 |
636 |
|
Sigma Planning Corp |
974 |
- |
2024-03-31 |
4,200 |
$285,000 |
4,200 |
|
Kingdom Financial Group LLC. |
58 |
- |
2023-12-31 |
4,619 |
$283,000 |
500 |
|
Ausdal Financial Partners Inc. |
415 |
- |
2024-03-31 |
3,394 |
$230,000 |
90 |
|
Atria Wealth Solutions Inc. |
1692 |
- |
2023-12-31 |
3,617 |
$221,000 |
3,617 |
|
Advisors Preferred LLC |
116 |
- |
2024-03-31 |
3,098 |
$208,000 |
1,284 |
|
COMERICA BANK |
2427 |
- |
2023-12-31 |
2,007 |
$123,000 |
131 |
|
AMERICAN NATIONAL BANK |
272 |
- |
2024-03-31 |
1,165 |
$79,000 |
450 |
|
CWM LLC |
2359 |
- |
2024-03-31 |
652 |
$44,000 |
200 |
|
Colonial Trust Co / SC |
531 |
- |
2023-12-31 |
689 |
$42,000 |
393 |
|
PROEQUITIES INC. |
1486 |
- |
2024-03-31 |
306 |
$21,000 |
71 |
|
CITIGROUP INC |
4087 |
- |
2024-03-31 |
317 |
$21,000 |
2 |
|
SIMPLEX TRADING LLC |
1804 |
- |
2024-03-31 |
182 |
$12,000 |
43 |
|
Register Financial Advisors LLC |
698 |
- |
2024-03-31 |
8 |
$1,000 |
8 |
|
|
50 Records found
|
1
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