|
Institutional
Holders
Total
Institutions:
|
70 3 |
|
Total
shares held :
|
3,398,463 |
|
% of shares
held :
|
84.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
11,412 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.47 |
|
Last
Quarter's Ending
Price :
|
$50.39 |
|
Last
Quarter's Average
Price :
|
$49.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.60 (7.29%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FIRST TRUST ADVISORS LP |
480 |
- |
2023-12-31 |
813,573 |
$40,996,000 |
-195,846 |
|
Congress Wealth Management LLC / DE / |
27 |
- |
2024-03-31 |
716,958 |
$39,526,000 |
3,650 |
|
MORGAN STANLEY |
2682 |
- |
2023-12-31 |
394,890 |
$19,899,000 |
-26,056 |
|
ENVESTNET ASSET MANAGEMENT INC |
1383 |
- |
2023-12-31 |
215,118 |
$10,840,000 |
-4,799 |
|
Good Life Advisors LLC |
|
- |
2024-03-31 |
106,679 |
$5,881,000 |
-371 |
|
LPL FINANCIAL CORP |
1688 |
- |
2023-12-31 |
97,082 |
$4,892,000 |
-16,997 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
722 |
- |
2024-03-31 |
72,360 |
$3,989,000 |
13,452 |
|
Advisor Group Holdings Inc. |
1543 |
- |
2023-12-31 |
58,982 |
$2,977,000 |
-23,257 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
299 |
- |
2024-03-31 |
50,786 |
$2,800,000 |
-157 |
|
Holistic Financial Partners |
13 |
- |
2023-12-31 |
49,229 |
$2,481,000 |
238 |
|
CITADEL ADVISORS LLC |
2168 |
- |
2023-12-31 |
47,611 |
$2,399,000 |
47,611 |
|
RATHBONE BROTHERS PLC |
248 |
- |
2023-12-31 |
44,706 |
$2,253,000 |
-4,430 |
|
Coppell Advisory Solutions LLC |
54 |
- |
2023-12-31 |
40,919 |
$2,062,000 |
39,799 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
53 |
- |
2023-12-31 |
40,731 |
$2,053,000 |
12,759 |
|
Guild Investment Management Inc. |
16 |
- |
2024-03-31 |
36,520 |
$2,013,000 |
5,850 |
|
Cetera Investment Advisers |
808 |
- |
2023-12-31 |
38,804 |
$1,955,000 |
7,790 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2033 |
- |
2023-12-31 |
34,732 |
$1,750,000 |
24,308 |
|
BANK OF NEW YORK MELLON CORP |
2864 |
- |
2024-03-31 |
30,096 |
$1,659,000 |
-1,069 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
571 |
- |
2023-12-31 |
32,290 |
$1,627,000 |
12,442 |
|
IFP Advisors Inc |
285 |
- |
2023-12-31 |
31,369 |
$1,581,000 |
11,859 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1764 |
- |
2024-03-31 |
28,315 |
$1,561,000 |
3,642 |
|
AE Wealth Management LLC |
1039 |
- |
2023-12-31 |
26,745 |
$1,367,000 |
2,542 |
|
American Institute for Advanced Investment Managem |
24 |
- |
2024-03-31 |
24,485 |
$1,350,000 |
6,020 |
|
RAYMOND JAMES & ASSOCIATES |
2417 |
- |
2024-03-31 |
23,305 |
$1,285,000 |
1,695 |
|
Csenge Advisory Group |
|
- |
2024-03-31 |
23,008 |
$1,268,000 |
1,602 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1602 |
- |
2024-03-31 |
21,686 |
$1,196,000 |
-26,313 |
|
Snowden Capital Advisors LLC |
417 |
- |
2023-12-31 |
21,409 |
$1,079,000 |
8,416 |
|
BB&T CORP |
1551 |
- |
2023-12-31 |
20,231 |
$1,019,000 |
-465 |
|
JANE STREET GROUP LLC |
3248 |
- |
2023-12-31 |
18,839 |
$949,000 |
6,292 |
|
HIGHTOWER ADVISORS, LLC |
1875 |
- |
2023-12-31 |
17,143 |
$862,000 |
3,303 |
|
RPg Family Wealth Advisory LLC |
|
*New |
2023-12-31 |
14,841 |
$748,000 |
14,841 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
102 |
- |
2024-03-31 |
13,457 |
$744,000 |
-300 |
|
Envestnet Portfolio Solutions Inc. |
901 |
- |
2023-12-31 |
14,454 |
$728,000 |
662 |
|
JANNEY MONTGOMERY SCOTT LLC |
1754 |
- |
2024-03-31 |
12,024 |
$663,000 |
-9,227 |
|
IAMS WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
12,121 |
$641,000 |
897 |
|
NewEdge Wealth LLC |
469 |
- |
2023-12-31 |
12,490 |
$629,000 |
-525 |
|
FINANCIAL NETWORK |
1706 |
- |
2023-12-31 |
12,245 |
$617,000 |
-779 |
|
Gateway Wealth Partners LLC |
91 |
- |
2023-12-31 |
11,509 |
$580,000 |
1,879 |
|
PARK AVENUE SECURITIES LLC |
889 |
- |
2024-03-31 |
10,453 |
$576,000 |
-9 |
|
H D Vest Advisory Services |
948 |
- |
2023-12-31 |
10,592 |
$534,000 |
-1,106 |
|
OneAscent Financial Services LLC |
195 |
- |
2024-03-31 |
9,613 |
$530,000 |
1,572 |
|
Orion Portfolio Solutions LLC |
1206 |
- |
2023-12-31 |
9,650 |
$497,000 |
2,223 |
|
Atria Wealth Solutions Inc. |
1247 |
- |
2023-12-31 |
9,053 |
$456,000 |
373 |
|
Kestra Advisory Services LLC |
1605 |
- |
2023-12-31 |
8,426 |
$425,000 |
1,457 |
|
HILLTOP HOLDINGS INC. |
422 |
- |
2023-12-31 |
7,388 |
$372,000 |
3,254 |
|
OLD MISSION CAPITAL LLC |
706 |
- |
2023-12-31 |
6,952 |
$350,000 |
2,761 |
|
Stratos Wealth Partners LTD. |
1056 |
*New |
2024-03-31 |
5,881 |
$324,000 |
5,881 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3191 |
- |
2024-03-31 |
5,673 |
$313,000 |
74 |
|
DAVIDSON D A & CO |
1114 |
- |
2023-12-31 |
6,009 |
$303,000 |
-68 |
|
MML INVESTORS SERVICES LLC |
2124 |
*New |
2023-12-31 |
5,209 |
$262,000 |
5,209 |
|
Patriot Financial Group Insurance Agency LLC |
|
*New |
2024-03-31 |
4,728 |
$261,000 |
4,728 |
|
STIFEL FINANCIAL CORP |
2905 |
- |
2023-12-31 |
5,180 |
$261,000 |
-5,894 |
|
MARINER WEALTH ADVISORS, LLC |
2486 |
- |
2023-12-31 |
5,018 |
$253,000 |
322 |
|
Global Retirement Partners LLC |
706 |
- |
2024-03-31 |
4,595 |
$253,000 |
-26 |
|
HARBOUR INVESTMENTS INC. |
952 |
- |
2023-12-31 |
3,162 |
$159,000 |
176 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
2,727 |
$150,000 |
182 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
184 |
- |
2023-12-31 |
1,900 |
$96,000 |
0 |
|
TSFG LLC |
222 |
- |
2024-03-31 |
1,396 |
$77,000 |
-79 |
|
BENJAMIN EDWARDS INC |
443 |
- |
2024-03-31 |
1,252 |
$69,000 |
-25 |
|
ADVISORY SERVICES NETWORK, LLC |
1968 |
*New |
2023-12-31 |
1,037 |
$52,000 |
1,037 |
|
PRINCIPAL SECURITIES INC. |
1687 |
- |
2023-12-31 |
588 |
$30,000 |
0 |
|
NBC SECURITIES INC. |
1429 |
- |
2024-03-31 |
375 |
$21,000 |
-500 |
|
UBS Group AG |
5808 |
- |
2023-12-31 |
359 |
$18,000 |
292 |
|
FMR LLC |
4051 |
*New |
2023-12-31 |
219 |
$11,000 |
219 |
|
ROYAL BANK OF CANADA |
5800 |
- |
2023-12-31 |
182 |
$9,000 |
9 |
|
TUCKER ASSET MANAGEMENT LLC |
510 |
- |
2023-12-31 |
155 |
$8,000 |
-147 |
|
COMERICA BANK |
3217 |
- |
2023-12-31 |
126 |
$6,000 |
-320 |
|
PRIVATE TRUST CO NA |
1951 |
*New |
2024-03-31 |
75 |
$4,000 |
75 |
|
Retirement Group LLC |
|
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
ABLE Financial Group LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-4,070 |
|
Larson Financial Group LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
FLOW TRADERS U.S. LLC |
776 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,845 |
|
Foundations Investment Advisors LLC |
682 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,022 |
|
Financial Gravity Wealth Inc. |
706 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
US BANCORP |
3823 |
*New |
2023-12-31 |
9 |
$0 |
9 |
|
Coppell Advisory Solutions Corp. |
496 |
*Closed |
2023-03-31 |
0 |
$0 |
-1,120 |
|
WELLS FARGO & CO/MN |
6414 |
- |
2023-12-31 |
0 |
$0 |
-2,834 |
|
Spire Wealth Management |
2343 |
*Closed |
2024-03-31 |
0 |
$0 |
-33 |
|
TOWER RESEARCH CAPITAL LLC |
6250 |
*Closed |
2023-12-31 |
0 |
$0 |
-21 |
|
IFG Advisory LLC |
596 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,983 |
|
|
80 Records found
|
1
|
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