|
Institutional
Holders
Total
Institutions:
|
154 9 |
|
Total
shares held :
|
23,207,110 |
|
% of shares
held :
|
87.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
2,750,914 |
|
% of shares
held change :
|
10.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.33 |
|
Last
Quarter's Ending
Price :
|
$47.24 |
|
Last
Quarter's Average
Price :
|
$45.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.99 (2.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
45 |
- |
2024-03-31 |
3,257,496 |
$152,484,000 |
-415,743 |
|
LPL FINANCIAL CORP |
313 |
- |
2024-03-31 |
2,180,587 |
$102,073,000 |
-321,868 |
|
KWB Wealth |
6 |
- |
2024-03-31 |
780,781 |
$36,548,000 |
-14,527 |
|
BANK OF NEW YORK MELLON CORP |
1466 |
- |
2024-03-31 |
516,479 |
$24,176,000 |
-21,782 |
|
Brookstone Capital Management |
100 |
- |
2024-03-31 |
282,889 |
$13,242,000 |
-124,199 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
679 |
- |
2024-03-31 |
280,498 |
$13,130,000 |
-113,292 |
|
BEACON FINANCIAL PLANNING INC |
6 |
- |
2024-03-31 |
266,166 |
$12,459,000 |
-3,789 |
|
IFG Advisory LLC |
24 |
- |
2024-03-31 |
214,037 |
$10,019,000 |
-40,614 |
|
Private Advisor Group LLC |
307 |
- |
2024-03-31 |
182,270 |
$8,532,000 |
-21,651 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
534 |
- |
2024-03-31 |
171,041 |
$8,006,000 |
-18,785 |
|
Snowden Capital Advisors LLC |
96 |
- |
2023-12-31 |
141,303 |
$6,675,000 |
-13,985 |
|
MERCER GLOBAL ADVISORS INC /ADV |
405 |
- |
2023-12-31 |
134,848 |
$6,370,000 |
-64,877 |
|
Integrated Wealth Concepts LLC |
205 |
- |
2023-12-31 |
133,887 |
$6,325,000 |
-274,281 |
|
MECHANICS BANK TRUST DEPARTMENT |
38 |
- |
2024-03-31 |
112,345 |
$5,259,000 |
-16,169 |
|
ROYAL BANK OF CANADA |
1881 |
- |
2023-12-31 |
104,593 |
$4,942,000 |
-28,180 |
|
CAPTRUST FINANCIAL ADVISORS |
721 |
- |
2023-12-31 |
67,177 |
$3,173,000 |
-18,706 |
|
Destiny Capital Corp/CO |
13 |
- |
2024-03-31 |
66,096 |
$3,094,000 |
-5,217 |
|
JANE STREET GROUP LLC |
2170 |
- |
2023-12-31 |
53,460 |
$2,525,000 |
-16,828 |
|
Hedeker Wealth Management Group LLC |
51 |
- |
2024-03-31 |
50,080 |
$2,344,000 |
-8,095 |
|
Stratos Wealth Partners LTD. |
416 |
- |
2024-03-31 |
45,478 |
$2,129,000 |
-5,748 |
|
Financial Advocates Investment Management |
177 |
- |
2024-03-31 |
44,801 |
$2,097,000 |
-2 |
|
LGT Financial Advisors LLC |
8 |
- |
2024-03-31 |
40,926 |
$1,916,000 |
-647 |
|
H D Vest Advisory Services |
568 |
- |
2024-03-31 |
37,352 |
$1,748,000 |
-34,492 |
|
IFP Advisors Inc |
277 |
- |
2023-12-31 |
34,669 |
$1,638,000 |
-1,377 |
|
Northwest Financial Advisors |
17 |
- |
2024-03-31 |
33,199 |
$1,554,000 |
-292,417 |
|
MONEY CONCEPTS CAPITAL CORP |
179 |
- |
2024-03-31 |
31,159 |
$1,459,000 |
-3,001 |
|
OneAscent Financial Services LLC |
90 |
- |
2024-03-31 |
30,507 |
$1,428,000 |
-20,768 |
|
Lido Advisors LLC |
448 |
- |
2023-12-31 |
29,855 |
$1,410,000 |
-22,775 |
|
Founders Financial Alliance LLC |
47 |
- |
2023-12-31 |
24,612 |
$1,163,000 |
-3,183 |
|
Treasure Coast Financial Planning |
21 |
- |
2024-03-31 |
21,873 |
$1,024,000 |
-2,639 |
|
Atria Wealth Solutions Inc. |
1007 |
- |
2023-12-31 |
15,267 |
$721,000 |
-2,500 |
|
Orion Portfolio Solutions LLC |
1130 |
- |
2024-03-31 |
15,115 |
$708,000 |
-3,364 |
|
Pathway Financial Advisors LLC |
70 |
- |
2024-03-31 |
13,209 |
$618,000 |
-100 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
153 |
- |
2024-03-31 |
11,910 |
$558,000 |
-12,002 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
448 |
- |
2023-12-31 |
11,266 |
$532,000 |
-708 |
|
Integrated Advisors Network LLC |
440 |
- |
2024-03-31 |
11,325 |
$530,000 |
-625 |
|
WEDBUSH MORGAN SECURITIES INC |
544 |
- |
2023-12-31 |
10,875 |
$514,000 |
-328 |
|
ROCKLAND TRUST CO |
199 |
- |
2024-03-31 |
10,975 |
$514,000 |
-11,146 |
|
MULTIFINANCIAL SECURITIES CORP |
1169 |
- |
2023-12-31 |
9,824 |
$464,000 |
-4,650 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
258 |
- |
2024-03-31 |
7,653 |
$358,000 |
-9 |
|
Evolution Wealth Advisors LLC |
93 |
- |
2024-03-31 |
7,495 |
$351,000 |
-30 |
|
CENTAURUS FINANCIAL INC. |
434 |
- |
2023-12-31 |
7,392 |
$349,000 |
-117 |
|
Consolidated Portfolio Review Corp |
190 |
- |
2024-03-31 |
7,364 |
$345,000 |
-20 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
887 |
- |
2024-03-31 |
6,694 |
$313,000 |
-549 |
|
Equitable Holdings Inc. |
940 |
- |
2023-12-31 |
6,202 |
$293,000 |
-4,657 |
|
Intergy Private Wealth LLC |
73 |
- |
2024-03-31 |
5,388 |
$252,000 |
-1,686 |
|
Alta Wealth Advisors LLC |
116 |
- |
2024-03-31 |
5,226 |
$245,000 |
-3,013 |
|
Lifeworks Advisors LLC |
207 |
- |
2024-03-31 |
5,193 |
$243,000 |
-2,926 |
|
ADVISORY SERVICES NETWORK, LLC |
1265 |
- |
2024-03-31 |
4,928 |
$231,000 |
-458 |
|
Geneos Wealth Management Inc. |
789 |
- |
2024-03-31 |
2,877 |
$135,000 |
-2,340 |
|
PRINCIPAL SECURITIES INC. |
1190 |
- |
2024-03-31 |
2,561 |
$120,000 |
-3,554 |
|
Capital Analysts Inc. |
589 |
- |
2023-12-31 |
1,445 |
$68,000 |
-208 |
|
TD Waterhouse Canada Inc. |
1488 |
- |
2024-03-31 |
137 |
$6,000 |
-9,647 |
|
Goodman Advisory Group LLC |
161 |
- |
2023-12-31 |
0 |
$0 |
-41,844 |
|
|
54 Records found
|
1
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