|
Institutional
Holders
Total
Institutions:
|
139 11 |
|
Total
shares held :
|
29,376,604 |
|
% of shares
held :
|
60.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
Amount
of shares held :
|
-654,025 |
|
% of shares
held change :
|
-1.34% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.54 |
|
Last
Quarter's Ending
Price :
|
$30.69 |
|
Last
Quarter's Average
Price :
|
$29.17 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.46 (11.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
575 |
- |
2023-12-31 |
3,993,601 |
$123,243,000 |
-86,647 |
|
SigFig Wealth Management LLC |
9 |
- |
2024-03-31 |
3,115,948 |
$97,654,000 |
115,466 |
|
WELLS FARGO & CO/MN |
550 |
- |
2024-03-31 |
2,513,087 |
$78,760,000 |
110,219 |
|
WMS PARTNERS, LLC |
10 |
- |
2023-12-31 |
1,520,296 |
$46,658,000 |
13,920 |
|
LPL FINANCIAL CORP |
576 |
- |
2024-03-31 |
1,447,834 |
$45,375,000 |
-205,742 |
|
Betterment LLC |
49 |
- |
2024-03-31 |
1,433,065 |
$44,912,000 |
24,334 |
|
RAYMOND JAMES & ASSOCIATES |
503 |
- |
2024-03-31 |
1,181,068 |
$37,015,000 |
-16,216 |
|
ARVEST TRUST CO N A |
|
- |
2023-12-31 |
1,136,976 |
$34,894,000 |
-41,900 |
|
SPINNAKER TRUST |
12 |
- |
2024-03-31 |
1,093,916 |
$34,283,000 |
2,366 |
|
BANK OF AMERICA CORP /DE/ |
1562 |
- |
2023-12-31 |
899,044 |
$27,592,000 |
135,823 |
|
MORGAN STANLEY |
2569 |
- |
2023-12-31 |
727,720 |
$22,334,000 |
-18,354 |
|
ENVESTNET ASSET MANAGEMENT INC |
1016 |
- |
2023-12-31 |
681,323 |
$20,910,000 |
-11,033 |
|
Apella Capital LLC |
27 |
- |
2024-03-31 |
586,820 |
$18,693,000 |
9,602 |
|
FLOW TRADERS U.S. LLC |
31 |
- |
2023-12-31 |
565,749 |
$17,363,000 |
379,453 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
574 |
- |
2024-03-31 |
544,732 |
$17,072,000 |
-51,821 |
|
ARVEST INVESTMENTS INC. |
12 |
- |
2024-03-31 |
476,947 |
$14,948,000 |
4,882 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
43 |
- |
2024-03-31 |
423,191 |
$13,263,000 |
27,126 |
|
ROYAL BANK OF CANADA |
1309 |
- |
2023-12-31 |
428,228 |
$13,142,000 |
80,764 |
|
OLD MISSION CAPITAL LLC |
47 |
- |
2023-12-31 |
386,805 |
$11,871,000 |
-332,407 |
|
UBS Group AG |
1510 |
- |
2023-12-31 |
299,036 |
$9,177,000 |
-139,104 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
22 |
- |
2024-03-31 |
287,665 |
$9,015,000 |
-345,398 |
|
RWM Asset Management LLC |
25 |
- |
2024-03-31 |
281,225 |
$8,814,000 |
-36,691 |
|
CITADEL ADVISORS LLC |
1259 |
- |
2023-12-31 |
273,194 |
$8,384,000 |
40,418 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
20 |
- |
2024-03-31 |
253,149 |
$7,934,000 |
-7,388 |
|
JANE STREET GROUP LLC |
1106 |
- |
2023-12-31 |
254,220 |
$7,802,000 |
-327,207 |
|
Archford Capital Strategies LLC |
22 |
- |
2024-03-31 |
211,713 |
$6,635,000 |
20,071 |
|
PRINCIPAL SECURITIES INC. |
102 |
- |
2024-03-31 |
202,439 |
$6,344,000 |
-43,247 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1123 |
- |
2024-03-31 |
168,521 |
$5,281,000 |
21,862 |
|
Pallas Capital Advisors LLC |
94 |
- |
2024-03-31 |
161,225 |
$5,053,000 |
-2,054 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
37 |
- |
2024-03-31 |
161,032 |
$5,047,000 |
-805 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
784 |
- |
2024-03-31 |
148,279 |
$4,647,000 |
-18,626 |
|
Envestnet Portfolio Solutions Inc. |
403 |
- |
2024-03-31 |
144,898 |
$4,541,000 |
-44,853 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
696 |
- |
2024-03-31 |
141,072 |
$4,421,000 |
-8,121 |
|
GFG Capital LLC |
23 |
- |
2023-12-31 |
143,282 |
$4,397,000 |
-30,954 |
|
First Ascent Asset Management LLC |
31 |
- |
2023-12-31 |
131,396 |
$4,033,000 |
5,881 |
|
FINANCIAL NETWORK |
680 |
- |
2023-12-31 |
129,496 |
$3,974,000 |
5,995 |
|
CoreCap Advisors LLC |
79 |
- |
2023-12-31 |
126,993 |
$3,897,000 |
3,611 |
|
SHUFRO ROSE & CO LLC |
59 |
- |
2024-03-31 |
115,566 |
$3,622,000 |
-4,415 |
|
CALLAN CAPITAL, LLC |
52 |
- |
2024-03-31 |
114,568 |
$3,591,000 |
-1,576 |
|
First Capital Advisors Group LLC. |
15 |
- |
2023-06-30 |
112,414 |
$3,361,000 |
54,388 |
|
Gladstone Institutional Advisory LLC |
145 |
- |
2023-12-31 |
104,453 |
$3,206,000 |
-1,216 |
|
AMERICAN NATIONAL BANK |
53 |
- |
2024-03-31 |
102,086 |
$3,199,000 |
-26,114 |
|
Cetera Investment Advisers |
613 |
- |
2023-12-31 |
100,965 |
$3,099,000 |
-24,853 |
|
Sontag Advisory LLC |
164 |
- |
2024-03-31 |
85,967 |
$2,694,000 |
-29,071 |
|
Edge Financial Advisors LLC |
6 |
- |
2024-03-31 |
86,690 |
$2,670,000 |
0 |
|
Anchor Investment Management LLC |
91 |
- |
2023-12-31 |
85,867 |
$2,635,000 |
2,041 |
|
ATWOOD & PALMER INC |
58 |
- |
2024-03-31 |
75,700 |
$2,372,000 |
-3,393 |
|
Clay Northam Wealth Management LLC |
14 |
- |
2024-03-31 |
61,550 |
$1,929,000 |
-2,916 |
|
Kelman-Lazarov Inc. |
38 |
- |
2024-03-31 |
54,259 |
$1,700,000 |
-2,813 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
263 |
- |
2024-03-31 |
49,391 |
$1,548,000 |
-2,930 |
|
ALTFEST L J & CO INC |
76 |
- |
2024-03-31 |
49,176 |
$1,541,000 |
2,143 |
|
Atria Wealth Solutions Inc. |
827 |
- |
2023-12-31 |
34,296 |
$1,059,000 |
-358 |
|
MARINER WEALTH ADVISORS, LLC |
1398 |
- |
2023-12-31 |
34,054 |
$1,045,000 |
5,222 |
|
RENAISSANCE TECHNOLOGIES LLC |
2382 |
- |
2023-12-31 |
33,700 |
$1,034,000 |
22,600 |
|
Cribstone Capital Management LLC |
50 |
- |
2022-12-31 |
35,480 |
$1,004,000 |
-20,234 |
|
EP WEALTH ADVISORS, INC. |
360 |
- |
2023-12-31 |
32,070 |
$984,000 |
-3 |
|
Baird Financial Group Inc. |
1166 |
- |
2023-12-31 |
29,803 |
$915,000 |
-9,546 |
|
DAVIDSON D A & CO |
743 |
- |
2023-12-31 |
29,403 |
$902,000 |
-1,901 |
|
Congress Wealth Management LLC / DE / |
389 |
- |
2024-03-31 |
26,564 |
$833,000 |
-601 |
|
WHITTIER TRUST CO |
403 |
- |
2024-03-31 |
25,517 |
$800,000 |
0 |
|
Elmwood Wealth Management Inc. |
57 |
- |
2023-12-31 |
23,293 |
$715,000 |
-3,665 |
|
BANK OF NEW YORK MELLON CORP |
3306 |
- |
2024-03-31 |
22,265 |
$698,000 |
-5,559 |
|
CITIGROUP INC |
2644 |
- |
2024-03-31 |
18,683 |
$586,000 |
426 |
|
WHITTIER TRUST CO OF NEVADA INC |
330 |
- |
2024-03-31 |
17,845 |
$559,000 |
0 |
|
BB&T CORP |
1870 |
- |
2023-12-31 |
17,894 |
$549,000 |
556 |
|
Lido Advisors LLC |
760 |
- |
2023-12-31 |
16,252 |
$502,000 |
-12,102 |
|
Advisor Group Holdings Inc. |
2926 |
- |
2024-03-31 |
15,836 |
$496,000 |
-2,312 |
|
COMERICA BANK |
1886 |
- |
2023-12-31 |
15,294 |
$469,000 |
-680 |
|
Maia Wealth LLC |
109 |
- |
2023-12-31 |
15,154 |
$465,000 |
0 |
|
Fragasso Group Inc. |
170 |
- |
2024-03-31 |
14,814 |
$464,000 |
-250 |
|
Change Path LLC |
389 |
- |
2023-12-31 |
14,894 |
$457,000 |
-3,037 |
|
Worth Financial Advisory Group LLC |
81 |
- |
2024-03-31 |
14,434 |
$452,000 |
103 |
|
LINCOLN NATIONAL CORP |
787 |
- |
2024-03-31 |
14,059 |
$441,000 |
693 |
|
AlphaCore Capital LLC |
155 |
- |
2023-12-31 |
14,163 |
$437,000 |
0 |
|
Glenview Trust Co |
364 |
- |
2023-12-31 |
13,701 |
$420,000 |
-321 |
|
Strategies Wealth Advisors LLC |
70 |
- |
2024-03-31 |
13,374 |
$419,000 |
0 |
|
COZAD ASSET MANAGEMENT INC |
281 |
- |
2024-03-31 |
12,685 |
$398,000 |
-4,200 |
|
Goss Wealth Management LLC |
1415 |
- |
2023-12-31 |
12,961 |
$383,000 |
10,312 |
|
HAVERFORD TRUST CO |
317 |
- |
2024-03-31 |
11,830 |
$371,000 |
0 |
|
Private Advisor Group LLC |
1743 |
- |
2024-03-31 |
11,066 |
$347,000 |
155 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
151 |
- |
2024-03-31 |
10,738 |
$337,000 |
-773 |
|
RAYMOND JAMES TRUST CO |
940 |
- |
2024-03-31 |
10,078 |
$316,000 |
-964 |
|
Integrated Wealth Concepts LLC |
1235 |
- |
2023-12-31 |
10,141 |
$311,000 |
1,081 |
|
ICA Group Wealth Management LLC |
202 |
- |
2023-12-31 |
9,823 |
$301,000 |
57 |
|
MULTIFINANCIAL SECURITIES CORP |
1421 |
- |
2023-12-31 |
9,735 |
$299,000 |
-303 |
|
PRUDENTIAL FINANCIAL INC |
2321 |
*New |
2023-12-31 |
9,675 |
$297,000 |
9,675 |
|
IAG Wealth Partners LLC |
77 |
- |
2024-03-31 |
9,273 |
$291,000 |
-1,811 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4077 |
- |
2024-03-31 |
9,246 |
$290,000 |
-424,116 |
|
Hexagon Capital Partners LLC |
152 |
- |
2024-03-31 |
9,214 |
$289,000 |
2,099 |
|
Inscription Capital LLC |
134 |
- |
2024-03-31 |
9,043 |
$288,000 |
-2,000 |
|
CI Private Wealth LLC |
1940 |
- |
2024-03-31 |
8,550 |
$268,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2781 |
- |
2024-03-31 |
7,923 |
$247,000 |
45 |
|
Buckingham Strategic Partners |
368 |
- |
2023-12-31 |
7,767 |
$238,000 |
-307 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
685 |
- |
2023-12-31 |
7,391 |
$227,000 |
-1,137 |
|
REGAL INVESTMENT ADVISORS, LLC |
512 |
*New |
2023-12-31 |
6,611 |
$203,000 |
6,611 |
|
Global Retirement Partners LLC |
862 |
- |
2024-03-31 |
5,173 |
$162,000 |
-1,380 |
|
CENTAURUS FINANCIAL INC. |
734 |
- |
2023-12-31 |
3,575 |
$110,000 |
0 |
|
Capital Advisors Ltd. LLC |
367 |
- |
2024-03-31 |
2,519 |
$79,000 |
0 |
|
Coastal Investment Advisors Inc. |
520 |
- |
2024-03-31 |
2,200 |
$69,000 |
2,200 |
|
HARBOUR INVESTMENTS INC. |
1309 |
- |
2023-12-31 |
2,194 |
$67,000 |
0 |
|
|
100 Records found
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1
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