|
Institutional
Holders
Total
Institutions:
|
85 1 |
|
Total
shares held :
|
3,113,741 |
|
% of shares
held :
|
43.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
384,124 |
|
% of shares
held change :
|
5.41% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.95 |
|
Last
Quarter's Ending
Price :
|
$68.12 |
|
Last
Quarter's Average
Price :
|
$61.41 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.40 (16.94%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
777 |
- |
2023-12-31 |
589,895 |
$40,184,000 |
317,707 |
|
LPL FINANCIAL CORP |
588 |
- |
2023-12-31 |
560,308 |
$38,168,000 |
22,311 |
|
MORGAN STANLEY |
2450 |
- |
2023-12-31 |
367,395 |
$25,027,000 |
85,649 |
|
UBS Group AG |
1065 |
- |
2023-12-31 |
315,443 |
$21,488,000 |
9,317 |
|
Goss Wealth Management LLC |
192 |
- |
2023-12-31 |
158,208 |
$10,777,000 |
4,714 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1033 |
- |
2024-03-31 |
79,343 |
$5,999,000 |
-5,161 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
195 |
- |
2023-12-31 |
75,269 |
$5,127,000 |
-6,948 |
|
Advisor Group Holdings Inc. |
1330 |
- |
2023-12-31 |
60,638 |
$4,132,000 |
-62,890 |
|
Cetera Investment Advisers |
522 |
- |
2023-12-31 |
57,702 |
$3,931,000 |
3,050 |
|
GOLDMAN SACHS GROUP INC/ |
2802 |
- |
2023-12-31 |
50,000 |
$3,406,000 |
0 |
|
Private Advisor Group LLC |
598 |
- |
2023-12-31 |
45,629 |
$3,108,000 |
351 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1428 |
- |
2023-12-31 |
42,514 |
$2,896,000 |
1,442 |
|
Kingsview Wealth Management LLC |
217 |
- |
2023-12-31 |
41,364 |
$2,818,000 |
10,589 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1582 |
- |
2023-12-31 |
39,870 |
$2,716,000 |
25,682 |
|
Wealth Management Partners LLC |
19 |
- |
2024-03-31 |
35,857 |
$2,711,000 |
-1,129 |
|
KCM INVESTMENT ADVISORS LLC |
129 |
- |
2023-12-31 |
39,618 |
$2,699,000 |
0 |
|
PCG Wealth Advisors LLC |
35 |
*New |
2024-03-31 |
27,699 |
$2,094,000 |
27,699 |
|
Kestra Advisory Services LLC |
805 |
- |
2023-12-31 |
28,442 |
$1,937,000 |
1,136 |
|
STIFEL FINANCIAL CORP |
1705 |
- |
2023-12-31 |
27,693 |
$1,886,000 |
-3,734 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
988 |
- |
2024-03-31 |
23,278 |
$1,760,000 |
3,347 |
|
Atria Wealth Solutions Inc. |
640 |
- |
2023-12-31 |
25,704 |
$1,751,000 |
811 |
|
MTM Investment Management LLC |
51 |
- |
2024-03-31 |
18,130 |
$1,371,000 |
-450 |
|
Equitable Holdings Inc. |
530 |
- |
2023-12-31 |
17,919 |
$1,221,000 |
150 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
911 |
- |
2023-12-31 |
17,591 |
$1,198,000 |
608 |
|
ROYAL BANK OF CANADA |
2991 |
- |
2023-12-31 |
16,813 |
$1,145,000 |
-5,425 |
|
Braun-Bostich & Associates Inc. |
24 |
- |
2023-12-31 |
14,934 |
$1,017,000 |
14,934 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1721 |
- |
2024-03-31 |
13,229 |
$1,000,000 |
-73,924 |
|
RAYMOND JAMES & ASSOCIATES |
2569 |
- |
2024-03-31 |
13,204 |
$998,000 |
789 |
|
MML INVESTORS SERVICES LLC |
1507 |
- |
2023-12-31 |
11,236 |
$765,000 |
-9,793 |
|
Purus Wealth Management LLC |
49 |
- |
2024-03-31 |
9,739 |
$736,000 |
-238 |
|
FINANCIAL NETWORK |
1589 |
- |
2023-12-31 |
10,718 |
$730,000 |
153 |
|
JANNEY MONTGOMERY SCOTT LLC |
1636 |
- |
2023-12-31 |
10,661 |
$726,000 |
1,370 |
|
COMERICA BANK |
1699 |
- |
2023-12-31 |
10,590 |
$721,000 |
0 |
|
Clarus Wealth Advisors |
55 |
- |
2024-03-31 |
9,002 |
$658,000 |
-1,408 |
|
ARS Wealth Advisors Group LLC |
81 |
- |
2023-12-31 |
9,409 |
$641,000 |
-1,014 |
|
Dominguez Wealth Management Solutions Inc. |
39 |
- |
2024-03-31 |
8,335 |
$630,000 |
-5 |
|
Global Retirement Partners LLC |
471 |
- |
2024-03-31 |
8,263 |
$625,000 |
-35 |
|
GREAT VALLEY ADVISOR GROUP INC. |
422 |
- |
2023-12-31 |
8,753 |
$596,000 |
4 |
|
DAVIDSON D A & CO |
890 |
- |
2023-12-31 |
8,522 |
$581,000 |
-118 |
|
MARINER WEALTH ADVISORS, LLC |
1876 |
- |
2023-12-31 |
8,089 |
$551,000 |
-1,481 |
|
Baird Financial Group Inc. |
1327 |
- |
2023-12-31 |
7,887 |
$537,000 |
-26,024 |
|
Stratos Wealth Partners LTD. |
855 |
- |
2024-03-31 |
7,005 |
$530,000 |
-50 |
|
Stonebridge Financial Planning Group LLC |
86 |
- |
2023-12-31 |
7,450 |
$507,000 |
0 |
|
Koshinski Asset Management Inc. |
291 |
*New |
2023-12-31 |
6,890 |
$469,000 |
6,890 |
|
Cornerstone Wealth Management LLC |
351 |
- |
2024-03-31 |
5,810 |
$439,000 |
-123 |
|
Element Wealth LLC |
64 |
- |
2023-12-31 |
6,212 |
$423,000 |
-307 |
|
ENVESTNET ASSET MANAGEMENT INC |
3445 |
- |
2023-12-31 |
5,662 |
$386,000 |
-5,483 |
|
Integrated Wealth Concepts LLC |
1111 |
- |
2023-12-31 |
5,604 |
$382,000 |
325 |
|
Beacon Pointe Advisors LLC |
973 |
- |
2023-12-31 |
5,500 |
$375,000 |
0 |
|
IFP Advisors Inc |
698 |
- |
2023-12-31 |
5,034 |
$343,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2269 |
- |
2023-12-31 |
4,717 |
$321,000 |
0 |
|
Keystone Wealth Services LLC |
168 |
- |
2024-03-31 |
4,198 |
$317,000 |
0 |
|
TWO SIGMA INVESTMENTS LLC |
2569 |
*New |
2023-12-31 |
4,300 |
$293,000 |
4,300 |
|
WMG Financial Advisors LLC |
83 |
- |
2023-12-31 |
4,184 |
$285,000 |
-57 |
|
Mutual Advisors LLC |
840 |
- |
2023-12-31 |
3,997 |
$272,000 |
-954 |
|
Pine Valley Investments Ltd Liability Co |
378 |
- |
2023-12-31 |
3,839 |
$262,000 |
328 |
|
Kowal Investment Group LLC |
154 |
- |
2024-03-31 |
3,276 |
$248,000 |
0 |
|
1776 WEALTH LLC |
113 |
- |
2023-12-31 |
3,627 |
$247,000 |
0 |
|
Sigma Planning Corp |
695 |
- |
2023-12-31 |
3,537 |
$241,000 |
-2,905 |
|
CWM LLC |
1419 |
- |
2024-03-31 |
3,144 |
$238,000 |
0 |
|
J P MORGAN CHASE & CO |
4108 |
- |
2023-12-31 |
3,423 |
$233,000 |
1 |
|
H D Vest Advisory Services |
1381 |
*New |
2023-12-31 |
3,382 |
$230,000 |
3,382 |
|
Alpha Omega Group Inc. |
17 |
- |
2023-12-31 |
3,354 |
$228,000 |
0 |
|
Financial Advocates Investment Management |
655 |
- |
2023-12-31 |
3,314 |
$226,000 |
-169 |
|
Monterey Private Wealth Inc. |
102 |
*New |
2024-03-31 |
2,903 |
$219,000 |
2,903 |
|
Venture Visionary Partners LLC |
472 |
*New |
2023-12-31 |
3,000 |
$204,000 |
3,000 |
|
Founders Financial Alliance LLC |
269 |
- |
2023-12-31 |
2,084 |
$142,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,882 |
$128,000 |
-76 |
|
TOWER RESEARCH CAPITAL LLC |
2441 |
- |
2023-12-31 |
1,885 |
$128,000 |
-2,784 |
|
HARBOUR INVESTMENTS INC. |
1141 |
- |
2023-12-31 |
1,432 |
$98,000 |
211 |
|
HANSON MCCLAIN, INC. |
1059 |
- |
2024-03-31 |
1,155 |
$87,000 |
-86 |
|
US BANCORP |
2666 |
- |
2023-12-31 |
689 |
$47,000 |
0 |
|
NBC SECURITIES INC. |
1165 |
- |
2024-03-31 |
608 |
$45,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3150 |
- |
2023-12-31 |
482 |
$33,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2183 |
- |
2023-12-31 |
442 |
$30,000 |
-909 |
|
Tyler-Stone Wealth Management |
429 |
- |
2023-12-31 |
442 |
$30,000 |
0 |
|
Pacifica Partners Inc. |
299 |
- |
2024-03-31 |
250 |
$19,000 |
0 |
|
PSI Advisors LLC |
454 |
- |
2024-03-31 |
164 |
$12,000 |
64 |
|
Coppell Advisory Solutions LLC |
995 |
*New |
2023-12-31 |
117 |
$8,000 |
117 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
722 |
- |
2024-03-31 |
76 |
$6,000 |
0 |
|
Caitlin John LLC |
546 |
- |
2023-12-31 |
71 |
$5,000 |
0 |
|
Ahrens Investment Partners LLC |
800 |
*New |
2023-03-31 |
60 |
$4,000 |
60 |
|
Qube Research & Technologies Ltd |
3357 |
- |
2023-12-31 |
39 |
$3,000 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
349 |
- |
2023-12-31 |
35 |
$3,000 |
-1 |
|
FMR LLC |
4497 |
- |
2023-12-31 |
26 |
$2,000 |
-1 |
|
RiverTree Advisors LLC |
29 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,631 |
|
Cape Investment Advisory Inc. |
1066 |
*Closed |
2023-12-31 |
0 |
$0 |
-112 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1803 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,194 |
|
TUCKER ASSET MANAGEMENT LLC |
1040 |
*Closed |
2023-12-31 |
0 |
$0 |
-20 |
|
PROEQUITIES INC. |
7283 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6042 |
*Closed |
2023-12-31 |
0 |
$0 |
-29,396 |
|
Savior LLC |
32 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,828 |
|
PRIVATE TRUST CO NA |
2342 |
*Closed |
2024-03-31 |
0 |
$0 |
-169 |
|
|
93 Records found
|
1
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