|
Institutional
Holders
Total
Institutions:
|
160 1 |
|
Total
shares held :
|
3,521,097 |
|
% of shares
held :
|
22.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-51 |
|
Amount
of shares held :
|
-544,110 |
|
% of shares
held change :
|
-3.41% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$83.19 |
|
Last
Quarter's Ending
Price :
|
$95.89 |
|
Last
Quarter's Average
Price :
|
$86.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.93 (21.96%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1529 |
- |
2023-12-31 |
634,748 |
$60,866,000 |
-21,228 |
|
LPL FINANCIAL CORP |
669 |
- |
2024-03-31 |
338,636 |
$35,828,000 |
-8,421 |
|
WELLS FARGO & CO/MN |
957 |
- |
2024-03-31 |
259,919 |
$27,499,000 |
-1,745 |
|
BANK OF AMERICA CORP /DE/ |
2195 |
- |
2023-12-31 |
127,185 |
$12,196,000 |
-17,208 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
735 |
- |
2024-03-31 |
104,773 |
$11,085,000 |
-12,210 |
|
Cetera Investment Advisers |
225 |
- |
2023-12-31 |
105,490 |
$10,115,000 |
-40,366 |
|
SRS Capital Advisors Inc. |
29 |
- |
2023-12-31 |
92,989 |
$8,917,000 |
520 |
|
RAYMOND JAMES & ASSOCIATES |
1231 |
- |
2024-03-31 |
83,730 |
$8,859,000 |
-6,086 |
|
ROYAL BANK OF CANADA |
1540 |
- |
2023-12-31 |
89,197 |
$8,553,000 |
19,069 |
|
AMERIPRISE FINANCIAL INC |
1986 |
- |
2023-12-31 |
76,305 |
$7,310,000 |
-8,366 |
|
Cassia Capital Partners LLC |
9 |
- |
2024-03-31 |
68,367 |
$7,233,000 |
4,160 |
|
Advisor Group Holdings Inc. |
898 |
- |
2024-03-31 |
59,911 |
$6,325,000 |
-13,287 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
602 |
- |
2024-03-31 |
59,293 |
$6,273,000 |
-7,400 |
|
Good Life Advisors LLC |
41 |
- |
2024-03-31 |
56,384 |
$5,965,000 |
-387 |
|
HIGHTOWER ADVISORS, LLC |
914 |
- |
2024-03-31 |
51,349 |
$5,433,000 |
-15,080 |
|
ENVESTNET ASSET MANAGEMENT INC |
1842 |
- |
2023-12-31 |
56,266 |
$5,395,000 |
-30,897 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
726 |
- |
2024-03-31 |
48,303 |
$5,110,000 |
-24,104 |
|
JANNEY MONTGOMERY SCOTT LLC |
762 |
- |
2024-03-31 |
47,307 |
$5,005,000 |
-11,015 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1138 |
- |
2024-03-31 |
46,565 |
$4,927,000 |
133 |
|
UBS Group AG |
2015 |
- |
2023-12-31 |
50,979 |
$4,888,000 |
-649 |
|
Twin Peaks Wealth Advisors LLC |
12 |
- |
2024-03-31 |
44,207 |
$4,677,000 |
-2,718 |
|
Ten Capital Wealth Advisors LLC |
16 |
- |
2023-06-30 |
46,730 |
$4,120,000 |
-4,626 |
|
CITADEL ADVISORS LLC |
1748 |
- |
2023-12-31 |
40,694 |
$3,902,000 |
-654 |
|
BB&T CORP |
959 |
- |
2023-12-31 |
39,468 |
$3,785,000 |
-1,782 |
|
DAVIDSON D A & CO |
348 |
- |
2023-12-31 |
37,585 |
$3,604,000 |
-2,483 |
|
PROSPERA FINANCIAL SERVICES |
198 |
- |
2023-12-31 |
37,282 |
$3,575,000 |
-362 |
|
SageView Advisory Group LLC |
77 |
*New |
2024-03-31 |
71,526 |
$3,305,000 |
71,526 |
|
HARBOUR INVESTMENTS INC. |
149 |
- |
2023-12-31 |
32,452 |
$3,112,000 |
-646 |
|
Bickling Financial Services Inc. |
14 |
- |
2022-12-31 |
37,776 |
$2,972,000 |
-1,702 |
|
Kestra Advisory Services LLC |
644 |
- |
2023-12-31 |
30,480 |
$2,923,000 |
-2,945 |
|
MULTIFINANCIAL SECURITIES CORP |
400 |
- |
2023-12-31 |
30,227 |
$2,899,000 |
-3,831 |
|
Western Wealth Management LLC |
107 |
- |
2024-03-31 |
24,067 |
$2,546,000 |
-188 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
17 |
- |
2024-03-31 |
28,120 |
$2,344,000 |
25,383 |
|
Private Advisor Group LLC |
739 |
- |
2024-03-31 |
22,065 |
$2,334,000 |
-1,000 |
|
FINANCIAL NETWORK |
923 |
- |
2023-12-31 |
22,519 |
$2,159,000 |
125 |
|
Advisory Alpha LLC |
115 |
- |
2024-03-31 |
18,908 |
$2,000,000 |
-3,643 |
|
Chicago Partners Investment Group LLC |
208 |
- |
2024-03-31 |
19,890 |
$1,977,000 |
1,195 |
|
Onyx Bridge Wealth Group LLC |
62 |
- |
2024-03-31 |
17,994 |
$1,817,000 |
-2,074 |
|
Calton & Associates Inc. |
29 |
- |
2024-03-31 |
15,263 |
$1,615,000 |
-435 |
|
AE Wealth Management LLC |
968 |
- |
2023-12-31 |
17,084 |
$1,609,000 |
-7,014 |
|
STIFEL FINANCIAL CORP |
1858 |
- |
2023-12-31 |
15,799 |
$1,515,000 |
-14,097 |
|
Fernwood Investment Management LLC |
56 |
- |
2023-12-31 |
15,763 |
$1,512,000 |
91 |
|
MARINER WEALTH ADVISORS, LLC |
1186 |
- |
2023-12-31 |
15,716 |
$1,507,000 |
2,756 |
|
Cedar Brook Financial Partners LLC |
81 |
- |
2024-03-31 |
14,148 |
$1,497,000 |
-93 |
|
Goss Wealth Management LLC |
763 |
- |
2023-12-31 |
15,533 |
$1,480,000 |
-257 |
|
Spectrum Wealth Advisory Group LLC |
11 |
- |
2024-03-31 |
12,353 |
$1,307,000 |
0 |
|
Kraft Davis & Associates LLC |
47 |
- |
2023-12-31 |
13,525 |
$1,276,000 |
-4,548 |
|
ATRIA INVESTMENTS LLC |
814 |
- |
2023-12-31 |
12,468 |
$1,196,000 |
249 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2324 |
- |
2024-03-31 |
11,291 |
$1,195,000 |
-227 |
|
Steward Partners Investment Advisory LLC |
700 |
- |
2023-12-31 |
11,014 |
$1,056,000 |
-1,277 |
|
Householder Group Estate & Retirement Specialist L |
73 |
- |
2024-03-31 |
9,612 |
$1,017,000 |
-345 |
|
PACIFIC SUN FINANCIAL CORP |
55 |
- |
2024-03-31 |
8,939 |
$946,000 |
-230 |
|
INSIGNEO ADVISORY SERVICES LLC |
155 |
- |
2023-12-31 |
9,439 |
$905,000 |
-264 |
|
PCG Wealth Advisors LLC |
54 |
- |
2024-03-31 |
8,221 |
$870,000 |
-1,111 |
|
WEDBUSH MORGAN SECURITIES INC |
362 |
- |
2023-12-31 |
8,972 |
$860,000 |
-226 |
|
Ahrens Investment Partners LLC |
49 |
- |
2023-03-31 |
9,885 |
$831,000 |
-25 |
|
ANCORA ADVISORS, LLC |
384 |
- |
2023-12-31 |
8,610 |
$826,000 |
-715 |
|
H D Vest Advisory Services |
824 |
- |
2024-03-31 |
7,802 |
$825,000 |
-4,798 |
|
Clarus Wealth Advisors |
49 |
- |
2024-03-31 |
7,722 |
$787,000 |
-1,020 |
|
TWO SIGMA ADVISERS, LLC |
1771 |
- |
2023-12-31 |
7,600 |
$729,000 |
7,600 |
|
NTV ASSET MANAGEMENT LLC |
141 |
- |
2024-03-31 |
6,830 |
$723,000 |
-100 |
|
Cornerstone Wealth Management LLC |
257 |
- |
2024-03-31 |
6,694 |
$708,000 |
-2,303 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
587 |
- |
2024-03-31 |
6,682 |
$707,000 |
-95 |
|
Concentrum Wealth Management |
35 |
- |
2024-03-31 |
6,607 |
$699,000 |
-380 |
|
IHT Wealth Management LLC |
512 |
- |
2023-12-31 |
6,864 |
$658,000 |
-307 |
|
ADVISORY SERVICES NETWORK, LLC |
850 |
- |
2024-03-31 |
6,126 |
$648,000 |
-465 |
|
Equitable Holdings Inc. |
693 |
- |
2023-12-31 |
6,705 |
$643,000 |
41 |
|
Hibernia Wealth Partners LLC |
31 |
- |
2024-03-31 |
6,047 |
$640,000 |
-108 |
|
Investors Research Corp |
179 |
- |
2024-03-31 |
6,008 |
$636,000 |
449 |
|
Cascade Investment Advisors Inc. |
93 |
- |
2024-03-31 |
5,991 |
$634,000 |
100 |
|
RDA Financial Network |
119 |
- |
2024-03-31 |
5,589 |
$591,000 |
0 |
|
DFPG INVESTMENTS INC. |
357 |
- |
2023-12-31 |
6,482 |
$589,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1667 |
- |
2023-12-31 |
6,022 |
$577,000 |
-384 |
|
CI Private Wealth LLC |
1567 |
- |
2024-03-31 |
5,325 |
$563,000 |
-800 |
|
Capital Advisory Group Advisory Services LLC |
83 |
- |
2024-03-31 |
5,307 |
$561,000 |
-150 |
|
Lineweaver Wealth Advisors LLC |
98 |
*New |
2024-03-31 |
2,739 |
$544,000 |
2,739 |
|
FMR LLC |
2515 |
- |
2023-12-31 |
5,588 |
$536,000 |
2,147 |
|
Stratos Wealth Partners LTD. |
861 |
- |
2024-03-31 |
4,973 |
$526,000 |
-1,186 |
|
Intercontinental Wealth Advisors LLC |
181 |
- |
2023-06-30 |
5,895 |
$520,000 |
-180 |
|
ICA Group Wealth Management LLC |
155 |
- |
2023-12-31 |
5,267 |
$505,000 |
707 |
|
PNC FINANCIAL SERVICES GROUP INC |
1564 |
- |
2024-03-31 |
4,533 |
$480,000 |
-1,390 |
|
Accel Wealth Management |
119 |
- |
2024-03-31 |
4,187 |
$443,000 |
-288 |
|
Impact Partnership Wealth LLC |
94 |
- |
2023-12-31 |
4,500 |
$432,000 |
-11,398 |
|
CIBC WORLD MARKETS INC. |
903 |
- |
2023-12-31 |
4,262 |
$409,000 |
-275 |
|
CREATIVE PLANNING |
1871 |
- |
2023-12-31 |
4,119 |
$395,000 |
0 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
247 |
- |
2023-12-31 |
4,101 |
$393,000 |
-89 |
|
RFG Advisory Group LLC |
552 |
- |
2024-03-31 |
3,631 |
$384,000 |
587 |
|
BKA Wealth Consulting Inc. |
38 |
- |
2024-03-31 |
3,565 |
$377,000 |
1 |
|
CWM LLC |
1225 |
- |
2024-03-31 |
3,537 |
$374,000 |
-21 |
|
NATIONAL ASSET MANAGEMENT, INC. |
956 |
- |
2023-12-31 |
3,897 |
$374,000 |
-1,000 |
|
InterOcean Capital Group LLC |
334 |
- |
2023-12-31 |
3,890 |
$373,000 |
0 |
|
Intrua Financial LLC |
225 |
- |
2023-03-31 |
4,469 |
$358,000 |
-530 |
|
Legacy Trust |
128 |
- |
2024-03-31 |
3,329 |
$352,000 |
0 |
|
Atlas Private Wealth Advisors |
80 |
- |
2024-03-31 |
3,161 |
$334,000 |
-3,447 |
|
Cresset Asset Management LLC |
1425 |
- |
2023-12-31 |
3,380 |
$324,000 |
-716 |
|
Patten Group Inc. |
204 |
- |
2024-03-31 |
3,063 |
$324,000 |
66 |
|
Alpha Omega Group Inc. |
13 |
- |
2024-03-31 |
2,942 |
$311,000 |
53 |
|
HANSON MCCLAIN, INC. |
663 |
- |
2024-03-31 |
2,834 |
$300,000 |
85 |
|
True Capital Management |
99 |
- |
2023-03-31 |
3,377 |
$284,000 |
-686 |
|
MONEY CONCEPTS CAPITAL CORP |
346 |
- |
2024-03-31 |
2,595 |
$275,000 |
0 |
|
|
100 Records found
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1
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