|
Institutional
Holders
Total
Institutions:
|
169 4 |
|
Total
shares held :
|
15,815,821 |
|
% of shares
held :
|
5.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-8,596,377 |
|
% of shares
held change :
|
-3.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.18 |
|
Last
Quarter's Ending
Price :
|
$40.86 |
|
Last
Quarter's Average
Price :
|
$39.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.42 (18.9%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Gibson Wealth Advisors LLC |
14 |
- |
2022-12-31 |
1,287,720 |
$56,653,000 |
1,267,280 |
|
AE Wealth Management LLC |
95 |
- |
2024-03-31 |
534,052 |
$22,654,000 |
85,041 |
|
Lido Advisors LLC |
74 |
- |
2024-03-31 |
508,535 |
$21,572,000 |
110,004 |
|
Advisor Group Holdings Inc. |
627 |
- |
2024-03-31 |
264,672 |
$11,234,000 |
38,867 |
|
MORGAN STANLEY |
3404 |
- |
2024-03-31 |
206,174 |
$8,746,000 |
19,809 |
|
GOLDMAN SACHS GROUP INC/ |
2153 |
- |
2024-03-31 |
204,003 |
$8,654,000 |
81,294 |
|
Brookstone Capital Management |
193 |
- |
2024-03-31 |
147,336 |
$6,250,000 |
8,295 |
|
IFG Advisory LLC |
61 |
- |
2024-03-31 |
131,305 |
$5,570,000 |
3,935 |
|
ADVISORY SERVICES NETWORK, LLC |
224 |
- |
2024-03-31 |
105,883 |
$4,492,000 |
12,018 |
|
Dynamic Advisors Solutions LLC |
226 |
- |
2024-03-31 |
77,218 |
$3,276,000 |
11,791 |
|
VALMARK ADVISERS INC |
125 |
- |
2024-03-31 |
75,919 |
$3,220,000 |
3,181 |
|
Conrad Siegel Investment Advisors Inc. |
13 |
- |
2024-03-31 |
75,039 |
$3,183,000 |
391 |
|
Connectus Wealth LLC |
147 |
- |
2024-03-31 |
72,862 |
$3,098,000 |
72,862 |
|
MONUMENTAL FINANCIAL GROUP INC. |
14 |
- |
2024-03-31 |
68,430 |
$2,903,000 |
3,073 |
|
Fortis Advisors LLC |
19 |
- |
2024-03-31 |
58,315 |
$2,474,000 |
184 |
|
CITADEL ADVISORS LLC |
2352 |
- |
2024-03-31 |
50,114 |
$2,126,000 |
21,571 |
|
JANE STREET GROUP LLC |
2364 |
- |
2024-03-31 |
42,724 |
$1,812,000 |
27,715 |
|
Kestra Advisory Services LLC |
930 |
- |
2024-03-31 |
42,125 |
$1,787,000 |
3,456 |
|
Goss Wealth Management LLC |
749 |
- |
2024-03-31 |
39,676 |
$1,683,000 |
1,328 |
|
RAYMOND JAMES & ASSOCIATES |
2281 |
- |
2024-03-31 |
38,235 |
$1,622,000 |
5,140 |
|
Maltin Wealth Management Inc. |
36 |
- |
2024-03-31 |
37,177 |
$1,577,000 |
2,618 |
|
LINCOLN NATIONAL CORP |
393 |
- |
2024-03-31 |
36,517 |
$1,549,000 |
11,604 |
|
TOWER RESEARCH CAPITAL LLC |
360 |
- |
2024-03-31 |
36,229 |
$1,537,000 |
29,668 |
|
Full Sail Capital LLC |
76 |
- |
2024-03-31 |
36,207 |
$1,536,000 |
2,237 |
|
Yoder Wealth Management Inc. |
32 |
- |
2024-03-31 |
32,455 |
$1,377,000 |
3,788 |
|
Proquility Private Wealth Partners LLC |
67 |
- |
2024-03-31 |
29,641 |
$1,257,000 |
18,239 |
|
Sigma Planning Corp |
431 |
- |
2024-03-31 |
29,368 |
$1,246,000 |
15,026 |
|
AGF MANAGEMENT LTD |
516 |
- |
2024-03-31 |
27,744 |
$1,177,000 |
9,640 |
|
H D Vest Advisory Services |
696 |
- |
2024-03-31 |
27,018 |
$1,146,000 |
75 |
|
ROYAL BANK OF CANADA |
2937 |
- |
2024-03-31 |
25,281 |
$1,072,000 |
9,448 |
|
Atria Wealth Solutions Inc. |
887 |
- |
2024-03-31 |
24,357 |
$1,033,000 |
54 |
|
Rockefeller Capital Management L.P. |
1265 |
- |
2024-03-31 |
22,794 |
$967,000 |
3,140 |
|
Capital Investment Advisory Services LLC |
196 |
- |
2024-03-31 |
22,753 |
$965,000 |
26 |
|
ATLAS CAPITAL ADVISORS LLC |
141 |
- |
2024-03-31 |
20,049 |
$850,000 |
1,363 |
|
FMR LLC |
2417 |
- |
2024-03-31 |
18,907 |
$802,000 |
1,211 |
|
BEAM Asset Management LLC |
46 |
- |
2024-03-31 |
18,901 |
$802,000 |
2,759 |
|
Cedar Wealth Management LLC |
48 |
- |
2024-03-31 |
18,731 |
$795,000 |
679 |
|
SWEENEY & MICHEL LLC |
53 |
- |
2024-03-31 |
16,374 |
$755,000 |
1,153 |
|
Snowden Capital Advisors LLC |
636 |
- |
2024-03-31 |
15,088 |
$640,000 |
3,549 |
|
GSB Wealth Management LLC |
127 |
- |
2024-03-31 |
14,812 |
$628,000 |
4,637 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2358 |
- |
2024-03-31 |
14,315 |
$607,000 |
842 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
98 |
- |
2024-03-31 |
13,402 |
$569,000 |
1,215 |
|
HARBOUR INVESTMENTS INC. |
504 |
- |
2023-12-31 |
13,702 |
$560,000 |
441 |
|
EUDAIMONIA ADVISORS LLC |
98 |
- |
2024-03-31 |
12,287 |
$521,000 |
3,308 |
|
Cedar Brook Financial Partners LLC |
203 |
- |
2024-03-31 |
11,819 |
$501,000 |
109 |
|
Glass Jacobson Investment Advisors llc |
129 |
- |
2024-03-31 |
11,472 |
$487,000 |
196 |
|
LYNCH & ASSOCIATES/IN |
90 |
- |
2024-03-31 |
10,889 |
$462,000 |
956 |
|
Trail Ridge Investment Advisors LLC |
75 |
- |
2024-03-31 |
9,422 |
$400,000 |
1,171 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1706 |
- |
2024-03-31 |
9,396 |
$399,000 |
111 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
309 |
- |
2024-03-31 |
8,421 |
$357,000 |
58 |
|
PNC FINANCIAL SERVICES GROUP INC |
1828 |
- |
2024-03-31 |
7,682 |
$326,000 |
951 |
|
Qube Research & Technologies Ltd |
2357 |
- |
2024-03-31 |
7,668 |
$325,000 |
6,201 |
|
Eudaimonia Partners LLC |
195 |
- |
2024-03-31 |
7,066 |
$300,000 |
594 |
|
Ellis Investment Partners LLC |
182 |
- |
2024-03-31 |
6,747 |
$286,000 |
321 |
|
Kingsview Wealth Management LLC |
829 |
- |
2024-03-31 |
6,744 |
$286,000 |
25 |
|
PRUDENTIAL FINANCIAL INC |
2375 |
- |
2024-03-31 |
6,218 |
$264,000 |
180 |
|
Aurora Private Wealth Inc. |
115 |
- |
2024-03-31 |
6,237 |
$263,000 |
49 |
|
Mutual Advisors LLC |
931 |
- |
2024-03-31 |
5,934 |
$252,000 |
509 |
|
PFG Advisors |
577 |
- |
2024-03-31 |
5,705 |
$242,000 |
312 |
|
Laurel Wealth Advisors Inc. |
616 |
- |
2022-12-31 |
4,677 |
$213,000 |
4,677 |
|
EPG Wealth Management LLC |
292 |
- |
2024-03-31 |
1,799 |
$76,000 |
8 |
|
AMERICAN NATIONAL BANK |
305 |
- |
2024-03-31 |
1,264 |
$54,000 |
477 |
|
CITIGROUP INC |
4006 |
- |
2024-03-31 |
641 |
$27,000 |
412 |
|
Clarity Asset Management Inc. |
139 |
- |
2024-03-31 |
376 |
$16,000 |
4 |
|
Belmont Capital LLC |
159 |
- |
2024-03-31 |
262 |
$11,000 |
2 |
|
Sound Income Strategies LLC |
939 |
- |
2024-03-31 |
104 |
$4,000 |
80 |
|
Aptus Capital Advisors LLC |
1088 |
- |
2024-03-31 |
104 |
$4,000 |
86 |
|
ROBBINS FARLEY LLC |
138 |
- |
2024-03-31 |
30 |
$1,000 |
2 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1833 |
- |
2024-03-31 |
24 |
$1,000 |
16 |
|
Spire Wealth Management |
2290 |
- |
2024-03-31 |
32 |
$1,000 |
3 |
|
|
70 Records found
|
1
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