|
Institutional
Holders
Total
Institutions:
|
133 24 |
|
Total
shares held :
|
7,562,749 |
|
% of shares
held :
|
79.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
2,946,705 |
|
% of shares
held change :
|
30.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.23 |
|
Last
Quarter's Ending
Price :
|
$44.25 |
|
Last
Quarter's Average
Price :
|
$42.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
1325 |
- |
2024-03-31 |
843,020 |
$36,579,000 |
40,821 |
|
FORT PITT CAPITAL GROUP LLC |
35 |
- |
2024-03-31 |
791,646 |
$34,350,000 |
65,125 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
55 |
- |
2023-12-31 |
618,576 |
$27,372,000 |
539,020 |
|
Northland Capital Management LLC |
1 |
- |
2024-03-31 |
409,684 |
$17,776,000 |
1,159 |
|
Kelman-Lazarov Inc. |
15 |
- |
2024-03-31 |
268,905 |
$11,668,000 |
-25,631 |
|
GOLDMAN SACHS GROUP INC/ |
2085 |
- |
2023-12-31 |
223,103 |
$9,872,000 |
8,383 |
|
DEUTSCHE BANK AG |
1005 |
- |
2023-12-31 |
218,539 |
$9,670,000 |
-37,943 |
|
TOWNSQUARE CAPITAL LLC |
135 |
*New |
2023-12-31 |
190,149 |
$8,414,000 |
190,149 |
|
Resources Investment Advisors Inc. |
151 |
- |
2024-03-31 |
186,885 |
$8,109,000 |
17,420 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
979 |
- |
2024-03-31 |
152,611 |
$6,622,000 |
6,955 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
121 |
- |
2024-03-31 |
121,759 |
$5,283,000 |
18,460 |
|
McGuire Investment Group LLC |
39 |
*New |
2024-03-31 |
114,350 |
$4,962,000 |
114,350 |
|
MORGAN STANLEY |
3934 |
- |
2023-12-31 |
99,526 |
$4,404,000 |
-20,273 |
|
BLACKROCK INC. |
3533 |
- |
2024-03-31 |
99,545 |
$4,319,000 |
-4,664 |
|
JANE STREET GROUP LLC |
1683 |
- |
2023-12-31 |
90,587 |
$4,008,000 |
-49,432 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
61 |
- |
2024-03-31 |
86,515 |
$3,754,000 |
6,471 |
|
Bigelow Investment Advisors LLC |
12 |
- |
2024-03-31 |
70,205 |
$3,046,000 |
4,715 |
|
WEALTHSOURCE PARTNERS LLC |
92 |
- |
2023-12-31 |
61,629 |
$2,727,000 |
-10,866 |
|
HIGHTOWER ADVISORS, LLC |
1257 |
- |
2024-03-31 |
61,663 |
$2,675,000 |
-1,796 |
|
BANK OF AMERICA CORP /DE/ |
3340 |
- |
2023-12-31 |
58,489 |
$2,588,000 |
-20,024 |
|
MYECFO LLC |
15 |
- |
2024-03-31 |
57,164 |
$2,480,000 |
7,529 |
|
Sunflower Bank N.A. |
19 |
- |
2024-03-31 |
55,380 |
$2,403,000 |
0 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
49,154 |
$2,175,000 |
49,154 |
|
UBS Group AG |
2760 |
- |
2023-12-31 |
48,579 |
$2,150,000 |
7,407 |
|
TSA Wealth Managment LLC |
23 |
- |
2024-03-31 |
49,411 |
$2,144,000 |
390 |
|
KICKSTAND VENTURES LLC. |
39 |
- |
2023-12-31 |
43,583 |
$1,929,000 |
20,185 |
|
ENVESTNET ASSET MANAGEMENT INC |
2505 |
- |
2023-12-31 |
42,591 |
$1,885,000 |
28,331 |
|
LPL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
41,267 |
$1,791,000 |
1,334 |
|
Quotient Wealth Partners LLC |
89 |
- |
2023-12-31 |
39,091 |
$1,730,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
2876 |
- |
2023-12-31 |
38,370 |
$1,698,000 |
-15,672 |
|
Private Advisor Group LLC |
898 |
- |
2024-03-31 |
38,674 |
$1,678,000 |
12 |
|
DMG Group LLC |
15 |
- |
2024-03-31 |
37,584 |
$1,631,000 |
1,981 |
|
RESOLUTE FINANCIAL LLC |
18 |
- |
2022-12-31 |
34,910 |
$1,519,000 |
-5,820 |
|
CARDIFF PARK ADVISORS LLC |
69 |
- |
2023-12-31 |
34,055 |
$1,507,000 |
1,512 |
|
Horst & Graben Wealth Management LLC |
43 |
- |
2024-03-31 |
34,670 |
$1,504,000 |
2,715 |
|
EP WEALTH ADVISORS, INC. |
303 |
- |
2023-12-31 |
32,734 |
$1,448,000 |
-633 |
|
LifePlan Financial LLC |
20 |
- |
2024-03-31 |
33,090 |
$1,436,000 |
6,246 |
|
APEX INVESTMENT SERVICES, INC. |
28 |
- |
2024-03-31 |
30,439 |
$1,321,000 |
-614 |
|
EisnerAmper Wealth Management Corporate Benefits L |
44 |
*New |
2023-12-31 |
28,693 |
$1,270,000 |
28,693 |
|
Robertson Stephens Wealth Management LLC |
196 |
- |
2023-12-31 |
27,645 |
$1,223,000 |
11,799 |
|
FinTrust Capital Advisors LLC |
96 |
- |
2024-03-31 |
26,660 |
$1,157,000 |
0 |
|
Alliance Wealth Advisors LLC /UT |
70 |
*New |
2023-12-31 |
24,232 |
$1,072,000 |
24,232 |
|
PORTLAND GLOBAL ADVISORS LLC |
70 |
- |
2024-03-31 |
24,196 |
$1,050,000 |
24,196 |
|
Focus Financial Network Inc. |
250 |
- |
2024-03-31 |
24,297 |
$1,024,000 |
0 |
|
AE Wealth Management LLC |
1147 |
- |
2023-12-31 |
22,897 |
$997,000 |
7,284 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
328 |
- |
2023-12-31 |
21,790 |
$964,000 |
0 |
|
Wallace Advisory Group LLC |
39 |
*New |
2024-03-31 |
20,463 |
$905,000 |
20,463 |
|
Argent Advisors Inc. |
73 |
- |
2024-03-31 |
20,755 |
$901,000 |
2,601 |
|
Laurel Wealth Advisors Inc. |
240 |
*New |
2022-12-31 |
20,363 |
$886,000 |
20,363 |
|
Mayflower Financial Advisors LLC |
153 |
- |
2024-03-31 |
18,876 |
$819,000 |
522 |
|
FFG RETIREMENT ADVISORS LLC |
40 |
- |
2024-03-31 |
18,599 |
$807,000 |
-133,895 |
|
Arete Wealth Advisors LLC |
296 |
*New |
2023-12-31 |
18,189 |
$805,000 |
18,189 |
|
Cypress Wealth Services LLC |
96 |
- |
2024-03-31 |
18,453 |
$801,000 |
256 |
|
PARK AVENUE SECURITIES LLC |
759 |
- |
2024-03-31 |
18,434 |
$800,000 |
-82 |
|
MARINER WEALTH ADVISORS, LLC |
1600 |
- |
2023-12-31 |
17,995 |
$796,000 |
12,431 |
|
Planned Solutions Inc. |
34 |
- |
2024-03-31 |
16,941 |
$735,000 |
54 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2948 |
- |
2024-03-31 |
16,605 |
$720,000 |
6,083 |
|
Family Asset Management LLC |
54 |
- |
2023-12-31 |
15,425 |
$683,000 |
-9,259 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
294 |
- |
2024-03-31 |
15,134 |
$657,000 |
8 |
|
Retirement Solution Inc. |
24 |
- |
2024-03-31 |
14,018 |
$608,000 |
-842 |
|
WAGNER CAPITAL MANAGEMENT CORP |
192 |
- |
2024-03-31 |
13,950 |
$605,000 |
45 |
|
INTL FCSTONE INC. |
206 |
- |
2024-03-31 |
13,156 |
$571,000 |
-58 |
|
CFS Investment Advisory Services LLC |
99 |
- |
2023-12-31 |
11,978 |
$530,000 |
2,418 |
|
Csenge Advisory Group |
443 |
- |
2024-03-31 |
11,134 |
$483,000 |
-134 |
|
Tri-Star Advisors Inc. |
5 |
- |
2023-09-30 |
11,331 |
$473,000 |
0 |
|
GTS SECURITIES LLC |
918 |
*New |
2023-12-31 |
10,670 |
$472,000 |
10,670 |
|
BEACON FINANCIAL GROUP |
222 |
- |
2024-03-31 |
10,854 |
$471,000 |
5,117 |
|
RAYMOND JAMES & ASSOCIATES |
3056 |
- |
2024-03-31 |
10,760 |
$467,000 |
-1,022 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
830 |
*New |
2024-03-31 |
10,615 |
$461,000 |
10,615 |
|
ARBOR TRUST WEALTH ADVISORS LLC |
68 |
*New |
2024-03-31 |
10,415 |
$441,000 |
10,415 |
|
Merit Financial Group LLC |
595 |
- |
2024-03-31 |
10,182 |
$434,000 |
-3,172 |
|
Hoxton Planning & Management LLC |
91 |
- |
2024-03-31 |
9,800 |
$425,000 |
376 |
|
Coastal Capital Group Inc. |
53 |
*New |
2023-06-30 |
9,607 |
$421,000 |
9,607 |
|
Financial Network Wealth Advisors LLC |
56 |
- |
2023-12-31 |
9,467 |
$419,000 |
0 |
|
OLD MISSION CAPITAL LLC |
664 |
*New |
2023-12-31 |
9,363 |
$414,000 |
9,363 |
|
SYNOVUS FINANCIAL CORP |
654 |
- |
2023-12-31 |
9,130 |
$404,000 |
2,698 |
|
FIRST NATIONAL CORP /MA/ /ADV |
118 |
- |
2024-03-31 |
9,037 |
$400,000 |
0 |
|
NewEdge Wealth LLC |
612 |
*New |
2024-03-31 |
9,127 |
$387,000 |
9,127 |
|
Perigon Wealth Management LLC |
614 |
- |
2024-03-31 |
8,562 |
$372,000 |
1,313 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1492 |
*New |
2023-12-31 |
8,311 |
$368,000 |
8,311 |
|
ShoreHaven Wealth Partners LLC |
59 |
- |
2024-03-31 |
8,225 |
$357,000 |
-7,884 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
377 |
- |
2024-03-31 |
8,180 |
$355,000 |
800 |
|
FIRETHORN WEALTH PARTNERS LLC |
93 |
- |
2024-03-31 |
8,127 |
$353,000 |
137 |
|
BARTLETT & CO. LLC |
395 |
*New |
2023-12-31 |
7,380 |
$326,000 |
7,380 |
|
American Institute for Advanced Investment Managem |
104 |
- |
2024-03-31 |
6,928 |
$301,000 |
0 |
|
Dentgroup LLC |
67 |
- |
2024-03-31 |
6,655 |
$289,000 |
315 |
|
MML INVESTORS SERVICES LLC |
2062 |
*New |
2023-12-31 |
6,433 |
$285,000 |
6,433 |
|
Patten Group Inc. |
224 |
- |
2024-03-31 |
6,543 |
$284,000 |
760 |
|
Advisor Group Holdings Inc. |
3363 |
- |
2024-03-31 |
6,522 |
$283,000 |
-10,822 |
|
Level Financial Advisors Inc. |
63 |
- |
2024-03-31 |
6,485 |
$281,000 |
-1,411 |
|
ROYAL BANK OF CANADA |
4177 |
- |
2023-12-31 |
6,241 |
$276,000 |
-1,100 |
|
Patriot Financial Group Insurance Agency LLC |
395 |
- |
2024-03-31 |
6,073 |
$264,000 |
786 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
461 |
- |
2024-03-31 |
5,501 |
$239,000 |
468 |
|
Integrated Wealth Concepts LLC |
1372 |
- |
2023-12-31 |
5,300 |
$235,000 |
-20,016 |
|
DFPG INVESTMENTS INC. |
573 |
*New |
2023-12-31 |
5,269 |
$232,000 |
5,269 |
|
Betterment LLC |
346 |
*New |
2024-03-31 |
5,066 |
$220,000 |
5,066 |
|
Shared Vision Wealth Group LLC |
73 |
- |
2024-03-31 |
4,823 |
$209,000 |
-348 |
|
Investors Research Corp |
320 |
- |
2024-03-31 |
4,788 |
$208,000 |
272 |
|
MATHER GROUP, INC. |
522 |
- |
2024-03-31 |
4,611 |
$204,000 |
-917 |
|
One Wealth Advisors LLC |
240 |
- |
2024-03-31 |
4,645 |
$202,000 |
4,645 |
|
|
100 Records found
|
1
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