|
Institutional
Holders
Total
Institutions:
|
57 6 |
|
Total
shares held :
|
2,925,824 |
|
% of shares
held :
|
41.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
-413,504 |
|
% of shares
held change :
|
-5.82% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.45 |
|
Last
Quarter's Ending
Price :
|
$26.24 |
|
Last
Quarter's Average
Price :
|
$23.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.34 (1.44%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
790 |
- |
2023-12-31 |
923,029 |
$24,220,000 |
-204,516 |
|
MORGAN STANLEY |
2714 |
- |
2023-12-31 |
733,087 |
$19,236,000 |
112,266 |
|
Aft Forsyth & Sober LLC |
9 |
- |
2023-12-31 |
159,450 |
$4,184,000 |
-50,000 |
|
UBS Group AG |
2409 |
- |
2023-12-31 |
120,886 |
$3,172,000 |
-14,140 |
|
Chicago Partners Investment Group LLC |
140 |
- |
2023-12-31 |
116,999 |
$2,947,000 |
-1,456 |
|
WELLS FARGO & CO/MN |
2255 |
- |
2023-12-31 |
108,431 |
$2,845,000 |
-7,666 |
|
Vestmark Advisory Solutions Inc. |
194 |
- |
2023-12-31 |
95,025 |
$2,493,000 |
2,129 |
|
STIFEL FINANCIAL CORP |
1893 |
- |
2023-12-31 |
54,870 |
$1,440,000 |
-14,959 |
|
ENVESTNET ASSET MANAGEMENT INC |
2708 |
- |
2023-12-31 |
50,582 |
$1,327,000 |
-9,431 |
|
Advisor Group Holdings Inc. |
2365 |
- |
2023-12-31 |
43,969 |
$1,154,000 |
-1,312 |
|
ROYAL BANK OF CANADA |
2996 |
- |
2023-12-31 |
43,506 |
$1,141,000 |
-22,490 |
|
CITADEL ADVISORS LLC |
2931 |
- |
2023-12-31 |
37,997 |
$997,000 |
-23,359 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2289 |
- |
2023-12-31 |
30,234 |
$793,000 |
-6,869 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
43 |
- |
2023-12-31 |
29,491 |
$774,000 |
-223 |
|
AE Wealth Management LLC |
1253 |
- |
2023-12-31 |
29,806 |
$758,000 |
-3,886 |
|
HIGHTOWER ADVISORS, LLC |
1981 |
- |
2023-12-31 |
27,789 |
$728,000 |
3,000 |
|
Financial Advocates Investment Management |
370 |
- |
2023-12-31 |
25,264 |
$663,000 |
-5,730 |
|
BANK OF AMERICA CORP /DE/ |
4297 |
- |
2023-12-31 |
24,838 |
$652,000 |
-3,002 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3451 |
- |
2023-12-31 |
23,805 |
$625,000 |
2,292 |
|
Cetera Investment Advisers |
1404 |
- |
2023-12-31 |
22,320 |
$586,000 |
-1,185 |
|
M HOLDINGS SECURITIES, INC. |
150 |
- |
2023-12-31 |
22,054 |
$579,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
3342 |
- |
2023-12-31 |
21,296 |
$559,000 |
-3,195 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2128 |
- |
2023-12-31 |
19,601 |
$514,000 |
-1,746 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
216 |
- |
2023-12-31 |
19,246 |
$505,000 |
5,991 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
637 |
- |
2023-12-31 |
17,823 |
$468,000 |
1,498 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
17,095 |
$449,000 |
1,431 |
|
GOLDMAN SACHS GROUP INC/ |
3895 |
- |
2023-12-31 |
16,833 |
$442,000 |
-6,389 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
16,006 |
$420,000 |
16,006 |
|
Goss Wealth Management LLC |
1366 |
- |
2023-12-31 |
15,791 |
$414,000 |
-2,465 |
|
Harvest Investment Services LLC |
137 |
- |
2023-12-31 |
14,066 |
$369,000 |
-224 |
|
MULTIFINANCIAL SECURITIES CORP |
1314 |
- |
2023-12-31 |
13,587 |
$357,000 |
30 |
|
Kestra Advisory Services LLC |
1770 |
- |
2023-12-31 |
12,575 |
$330,000 |
-6,305 |
|
PRINCIPAL SECURITIES INC. |
785 |
- |
2023-12-31 |
11,184 |
$293,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
1313 |
- |
2023-12-31 |
11,049 |
$290,000 |
-2,074 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
10,612 |
$278,000 |
1,226 |
|
RAYMOND JAMES & ASSOCIATES |
3276 |
- |
2023-12-31 |
10,590 |
$278,000 |
-17,640 |
|
Beacon Financial Advisory LLC |
|
- |
2023-12-31 |
10,137 |
$266,000 |
13 |
|
Twin Peaks Wealth Advisors LLC |
103 |
- |
2023-12-31 |
9,870 |
$259,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2147 |
- |
2023-12-31 |
9,661 |
$253,000 |
9,661 |
|
Stratos Wealth Advisors LLC |
|
*New |
2023-12-31 |
8,972 |
$235,000 |
8,972 |
|
RVW Wealth LLC |
130 |
- |
2024-03-31 |
8,965 |
$233,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2377 |
- |
2023-12-31 |
8,500 |
$223,000 |
-1,163 |
|
FINANCIAL NETWORK |
2490 |
*New |
2023-12-31 |
8,048 |
$211,000 |
8,048 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
5,046 |
$132,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
2522 |
- |
2023-12-31 |
4,462 |
$117,000 |
-22,161 |
|
NBC SECURITIES INC. |
914 |
- |
2024-03-31 |
4,092 |
$116,000 |
0 |
|
Global Retirement Partners LLC |
977 |
- |
2023-12-31 |
4,254 |
$110,000 |
-100 |
|
PNC FINANCIAL SERVICES GROUP INC |
2917 |
- |
2023-12-31 |
2,070 |
$54,000 |
-451 |
|
FIFTH THIRD BANCORP |
1365 |
- |
2023-12-31 |
2,000 |
$52,000 |
0 |
|
ANCORA ADVISORS, LLC |
892 |
- |
2023-12-31 |
1,887 |
$50,000 |
4 |
|
HARBOUR INVESTMENTS INC. |
1760 |
- |
2023-12-31 |
957 |
$25,000 |
-7,144 |
|
Qube Research & Technologies Ltd |
3050 |
- |
2023-12-31 |
791 |
$21,000 |
0 |
|
Hexagon Capital Partners LLC |
635 |
- |
2023-12-31 |
766 |
$20,000 |
0 |
|
CWM LLC |
2924 |
- |
2024-03-31 |
737 |
$19,000 |
-68 |
|
Steward Partners Investment Advisory LLC |
2540 |
- |
2023-12-31 |
533 |
$14,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3040 |
*New |
2023-12-31 |
193 |
$5,000 |
193 |
|
Larson Financial Group LLC |
1555 |
- |
2023-12-31 |
28 |
$1,000 |
0 |
|
Kesler Norman & Wride LLC |
153 |
*Closed |
2023-12-31 |
0 |
$0 |
-28,746 |
|
SIMPLEX TRADING LLC |
2296 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
Authentikos Wealth Advisory LLC |
224 |
*Closed |
2023-12-31 |
0 |
$0 |
-373 |
|
Baird Financial Group Inc. |
1755 |
*Closed |
2023-12-31 |
0 |
$0 |
-42,824 |
|
Geneos Wealth Management Inc. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-400 |
|
Bensler LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-8,758 |
|
PROEQUITIES INC. |
7040 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Axiom Investment Management LLC |
352 |
*Closed |
2022-12-31 |
0 |
$0 |
-1,200 |
|
FISCHER INVESTMENT STRATEGIES LLC |
27 |
*Closed |
2023-12-31 |
0 |
$0 |
-54,861 |
|
DAVENPORT & CO LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-9,126 |
|
Truadvice LLC |
282 |
*Closed |
2023-09-30 |
0 |
$0 |
-8,671 |
|
|
68 Records found
|
1
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