|
Institutional
Holders
Total
Institutions:
|
181 1 |
|
Total
shares held :
|
9,756,445 |
|
% of shares
held :
|
47.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-167,569 |
|
% of shares
held change :
|
-0.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.08 |
|
Last
Quarter's Ending
Price :
|
$53.55 |
|
Last
Quarter's Average
Price :
|
$48.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.78 (22.13%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
516 |
- |
2024-03-31 |
2,093,931 |
$124,379,000 |
-63,480 |
|
Lido Advisors LLC |
10 |
- |
2023-12-31 |
2,224,035 |
$119,097,000 |
258,658 |
|
BANK OF AMERICA CORP /DE/ |
1597 |
- |
2023-12-31 |
484,172 |
$25,927,000 |
-203,509 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
461 |
- |
2024-03-31 |
365,442 |
$21,707,000 |
-59,532 |
|
Congress Wealth Management LLC / DE / |
81 |
- |
2024-03-31 |
311,620 |
$18,510,000 |
5,073 |
|
Q3 Asset Management |
9 |
- |
2024-03-31 |
271,528 |
$16,128,000 |
194,726 |
|
Full Sail Capital LLC |
29 |
- |
2023-12-31 |
297,739 |
$15,944,000 |
-247,383 |
|
MORGAN STANLEY |
3182 |
- |
2023-12-31 |
215,975 |
$11,566,000 |
8,838 |
|
HIGHTOWER ADVISORS, LLC |
680 |
- |
2024-03-31 |
173,842 |
$10,300,000 |
-4,353 |
|
J P MORGAN CHASE & CO |
2042 |
- |
2024-03-31 |
172,729 |
$10,260,000 |
-6,251 |
|
AGF MANAGEMENT LTD |
209 |
- |
2023-12-31 |
168,485 |
$9,022,000 |
49,938 |
|
STIFEL FINANCIAL CORP |
824 |
- |
2023-12-31 |
163,441 |
$8,752,000 |
13,476 |
|
Advisor Group Holdings Inc. |
786 |
- |
2024-03-31 |
135,138 |
$8,039,000 |
-29,256 |
|
WELLS FARGO & CO/MN |
1703 |
- |
2024-03-31 |
130,019 |
$7,723,000 |
-14,742 |
|
LPL FINANCIAL CORP |
1493 |
- |
2024-03-31 |
128,242 |
$7,618,000 |
-3,059 |
|
ADVISORY SERVICES NETWORK, LLC |
140 |
- |
2024-03-31 |
126,289 |
$7,502,000 |
49,069 |
|
ENVESTNET ASSET MANAGEMENT INC |
1619 |
- |
2023-12-31 |
138,844 |
$7,435,000 |
53,531 |
|
Quantitative Strategies Inc. |
8 |
- |
2024-03-31 |
120,088 |
$7,133,000 |
-5,429 |
|
AE Wealth Management LLC |
498 |
- |
2023-12-31 |
123,145 |
$6,720,000 |
19,278 |
|
Kestra Advisory Services LLC |
544 |
- |
2023-12-31 |
70,775 |
$3,790,000 |
6,366 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
951 |
- |
2024-03-31 |
57,831 |
$3,435,000 |
-8,052 |
|
VCI Wealth Management LLC |
10 |
- |
2024-03-31 |
54,959 |
$3,265,000 |
-11,199 |
|
Maltin Wealth Management Inc. |
14 |
- |
2024-03-31 |
52,701 |
$3,130,000 |
1,909 |
|
Yoder Wealth Management Inc. |
16 |
- |
2024-03-31 |
49,780 |
$2,957,000 |
-211 |
|
LINCOLN NATIONAL CORP |
265 |
- |
2024-03-31 |
45,958 |
$2,730,000 |
1,916 |
|
ROYAL BANK OF CANADA |
2316 |
- |
2023-12-31 |
50,802 |
$2,721,000 |
-63,753 |
|
Connectus Wealth LLC |
225 |
- |
2023-12-31 |
47,824 |
$2,561,000 |
-127,414 |
|
FMR LLC |
2107 |
- |
2023-12-31 |
47,363 |
$2,536,000 |
9,430 |
|
MARINER WEALTH ADVISORS, LLC |
947 |
- |
2023-12-31 |
47,183 |
$2,527,000 |
4,907 |
|
SMITH, SALLEY & ASSOCIATES |
80 |
- |
2024-03-31 |
40,615 |
$2,413,000 |
5,766 |
|
EP WEALTH ADVISORS, INC. |
238 |
- |
2023-12-31 |
41,622 |
$2,229,000 |
-180 |
|
GOLDMAN SACHS GROUP INC/ |
3067 |
*New |
2023-12-31 |
41,258 |
$2,209,000 |
41,258 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
83 |
- |
2024-03-31 |
36,700 |
$2,180,000 |
-1,971 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
369 |
- |
2024-03-31 |
34,405 |
$2,044,000 |
450 |
|
CLS INVESTMENT FIRM LLC |
478 |
- |
2022-12-31 |
42,213 |
$2,024,000 |
-277,962 |
|
Cribstone Capital Management LLC |
25 |
- |
2022-12-31 |
41,095 |
$1,970,000 |
-948 |
|
Orion Portfolio Solutions LLC |
664 |
- |
2024-03-31 |
33,084 |
$1,965,000 |
-15,348 |
|
LYNCH & ASSOCIATES/IN |
57 |
- |
2024-03-31 |
32,689 |
$1,942,000 |
2,642 |
|
Patriot Financial Group Insurance Agency LLC |
85 |
- |
2024-03-31 |
29,247 |
$1,737,000 |
-39,119 |
|
Galvin Gaustad & Stein LLC |
76 |
- |
2024-03-31 |
28,276 |
$1,680,000 |
-149,900 |
|
PFG Advisors |
202 |
- |
2024-03-31 |
27,727 |
$1,647,000 |
533 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
837 |
- |
2023-12-31 |
29,266 |
$1,567,000 |
-7,812 |
|
Robertson Stephens Wealth Management LLC |
174 |
- |
2023-12-31 |
28,034 |
$1,501,000 |
-22 |
|
Atria Wealth Solutions Inc. |
717 |
- |
2023-12-31 |
26,858 |
$1,438,000 |
6,504 |
|
Ameritas Advisory Services LLC |
224 |
- |
2023-12-31 |
26,008 |
$1,433,000 |
-2,482 |
|
CX Institutional |
230 |
- |
2024-03-31 |
23,402 |
$1,390,000 |
237 |
|
Birchcreek Wealth Management LLC |
42 |
- |
2024-03-31 |
21,262 |
$1,263,000 |
-2,446 |
|
Beaumont Financial Advisors LLC |
126 |
- |
2024-03-31 |
21,023 |
$1,249,000 |
-4,417 |
|
MERCER GLOBAL ADVISORS INC /ADV |
937 |
- |
2023-12-31 |
20,506 |
$1,098,000 |
3,613 |
|
Snowden Capital Advisors LLC |
413 |
- |
2023-12-31 |
20,238 |
$1,084,000 |
2,276 |
|
AMERIPRISE FINANCIAL INC |
3109 |
- |
2023-12-31 |
18,544 |
$1,007,000 |
-5,423 |
|
Merit Financial Group LLC |
402 |
- |
2024-03-31 |
17,263 |
$987,000 |
-2,563 |
|
Sigma Planning Corp |
512 |
- |
2024-03-31 |
16,194 |
$962,000 |
7,914 |
|
RETIREMENT PLANNING GROUP |
101 |
- |
2024-03-31 |
16,081 |
$955,000 |
0 |
|
Traynor Capital Management Inc. |
92 |
- |
2024-03-31 |
15,902 |
$945,000 |
553 |
|
ATLAS CAPITAL ADVISORS LLC |
130 |
- |
2024-03-31 |
15,811 |
$939,000 |
969 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
32 |
- |
2024-03-31 |
15,187 |
$902,000 |
0 |
|
Western Wealth Management LLC |
260 |
- |
2024-03-31 |
13,836 |
$822,000 |
3 |
|
Ambassador Advisors LLC |
91 |
- |
2023-12-31 |
15,027 |
$817,000 |
-4,790 |
|
Rappaport Reiches Capital Management LLC |
47 |
- |
2024-03-31 |
13,249 |
$787,000 |
59 |
|
CENTAURUS FINANCIAL INC. |
294 |
- |
2023-12-31 |
13,496 |
$723,000 |
9 |
|
Green Harvest Asset Management LLC |
109 |
- |
2023-12-31 |
13,390 |
$717,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
99 |
- |
2024-03-31 |
11,899 |
$707,000 |
565 |
|
Pathstone Holdings LLC |
1326 |
- |
2023-12-31 |
12,487 |
$669,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2361 |
- |
2024-03-31 |
10,153 |
$603,000 |
-16 |
|
Private Advisor Group LLC |
1430 |
- |
2024-03-31 |
9,523 |
$566,000 |
-337 |
|
Cetera Investment Advisers |
1436 |
- |
2023-12-31 |
10,294 |
$551,000 |
-32,069 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
720 |
- |
2023-12-31 |
10,147 |
$543,000 |
0 |
|
Court Place Advisors LLC |
95 |
- |
2024-03-31 |
8,767 |
$521,000 |
-120 |
|
HARTLINE INVESTMENT CORP/ |
215 |
*New |
2024-03-31 |
8,118 |
$482,000 |
8,118 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
215 |
- |
2024-03-31 |
8,118 |
$482,000 |
100 |
|
BANK OF NEW YORK MELLON CORP |
3481 |
- |
2024-03-31 |
8,003 |
$475,000 |
0 |
|
Pallas Capital Advisors LLC |
289 |
- |
2024-03-31 |
7,970 |
$473,000 |
-31 |
|
CITIGROUP INC |
2787 |
- |
2024-03-31 |
7,886 |
$468,000 |
-915 |
|
MCDONALD PARTNERS LLC |
173 |
- |
2024-03-31 |
7,800 |
$463,000 |
0 |
|
Sunbelt Securities Inc. |
360 |
- |
2024-03-31 |
6,886 |
$409,000 |
301 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3680 |
- |
2024-03-31 |
6,845 |
$407,000 |
-1,757 |
|
Goss Wealth Management LLC |
1377 |
- |
2023-12-31 |
7,599 |
$407,000 |
782 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1699 |
- |
2024-03-31 |
6,842 |
$406,000 |
570 |
|
JANNEY MONTGOMERY SCOTT LLC |
2130 |
- |
2024-03-31 |
6,730 |
$400,000 |
689 |
|
Mutual Advisors LLC |
784 |
- |
2024-03-31 |
6,276 |
$373,000 |
-17,658 |
|
BP WEALTH MANAGEMENT LLC |
559 |
- |
2023-12-31 |
6,923 |
$371,000 |
-4,420 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2215 |
- |
2023-12-31 |
6,935 |
$371,000 |
-41 |
|
CREATIVE PLANNING |
1931 |
- |
2023-12-31 |
6,876 |
$368,000 |
105 |
|
D.B. Root & Company LLC |
136 |
- |
2024-03-31 |
5,983 |
$355,000 |
0 |
|
HBW Advisory Services LLC |
214 |
- |
2024-03-31 |
6,525 |
$349,000 |
0 |
|
CAPITAL INVESTMENT COUNSEL INC |
138 |
- |
2024-03-31 |
5,858 |
$348,000 |
0 |
|
Financial Freedom LLC |
80 |
- |
2024-03-31 |
5,726 |
$340,000 |
663 |
|
Breakwater Capital Group |
192 |
*New |
2024-03-31 |
5,650 |
$336,000 |
5,650 |
|
PACIFIC SUN FINANCIAL CORP |
138 |
- |
2024-03-31 |
5,561 |
$330,000 |
-15 |
|
WAGNER CAPITAL MANAGEMENT CORP |
255 |
- |
2024-03-31 |
5,422 |
$322,000 |
-13 |
|
Secure Asset Management LLC |
176 |
- |
2024-03-31 |
5,304 |
$315,000 |
46 |
|
EQIS CAPITAL MANAGEMENT, INC. |
579 |
- |
2023-12-31 |
5,861 |
$314,000 |
5,861 |
|
Cornerstone Management Inc. |
40 |
- |
2024-03-31 |
4,929 |
$293,000 |
603 |
|
MML INVESTORS SERVICES LLC |
2063 |
- |
2023-12-31 |
5,328 |
$285,000 |
-488 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
332 |
- |
2024-03-31 |
4,630 |
$275,000 |
-217 |
|
AXXCESS WEALTH MANAGEMENT LLC |
671 |
*New |
2023-12-31 |
5,057 |
$271,000 |
5,057 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
171 |
*New |
2024-03-31 |
4,509 |
$268,000 |
4,509 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
887 |
- |
2024-03-31 |
4,485 |
$266,000 |
-1,789 |
|
MISSION WEALTH MANAGEMENT LLC |
548 |
*New |
2024-03-31 |
4,377 |
$260,000 |
4,377 |
|
|
100 Records found
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1
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