|
Institutional
Holders
Total
Institutions:
|
242 21 |
|
Total
shares held :
|
5,215,308 |
|
% of shares
held :
|
15.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
110,471 |
|
% of shares
held change :
|
0.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.78 |
|
Last
Quarter's Ending
Price :
|
$60.41 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.43 (15.34%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
307 |
- |
2024-03-31 |
330,971 |
$21,219,000 |
-6,194 |
|
RAYMOND JAMES & ASSOCIATES |
1061 |
- |
2024-03-31 |
186,960 |
$11,986,000 |
-4,648 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
874 |
- |
2024-03-31 |
129,911 |
$8,329,000 |
-2,127 |
|
MORGAN STANLEY |
3558 |
- |
2023-12-31 |
122,023 |
$7,371,000 |
-4,824 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
447 |
- |
2023-09-30 |
128,117 |
$6,611,000 |
-57,954 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
618 |
- |
2024-03-31 |
99,995 |
$6,411,000 |
-4,734 |
|
J P MORGAN CHASE & CO |
2320 |
- |
2024-03-31 |
97,701 |
$6,264,000 |
-24,482 |
|
FIL LTD |
593 |
- |
2023-12-31 |
72,545 |
$4,382,000 |
-11,810 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1224 |
- |
2024-03-31 |
65,592 |
$4,205,000 |
-781 |
|
STIFEL FINANCIAL CORP |
1296 |
- |
2023-12-31 |
59,212 |
$3,577,000 |
-421 |
|
APPLETON PARTNERS INC/MA |
92 |
- |
2024-03-31 |
50,209 |
$3,219,000 |
-2,599 |
|
OPPENHEIMER & CO INC |
402 |
- |
2024-03-31 |
47,162 |
$3,024,000 |
-5,971 |
|
MCCORMACK ADVISORS INTERNATIONAL |
301 |
- |
2024-03-31 |
45,859 |
$2,940,000 |
-1,266 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
25 |
- |
2023-06-30 |
48,678 |
$2,462,000 |
-510 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
95 |
- |
2024-03-31 |
37,247 |
$2,387,000 |
-3,260 |
|
Curbstone Financial Management Corp |
69 |
- |
2024-03-31 |
27,350 |
$1,753,000 |
-100 |
|
DAVIDSON D A & CO |
547 |
- |
2023-12-31 |
27,725 |
$1,675,000 |
-645 |
|
PRINCIPAL SECURITIES INC. |
332 |
- |
2024-03-31 |
24,389 |
$1,564,000 |
-12,439 |
|
Sowell Financial Services LLC |
325 |
- |
2024-03-31 |
17,453 |
$1,119,000 |
-589 |
|
SYNOVUS FINANCIAL CORP |
414 |
- |
2023-12-31 |
17,944 |
$1,084,000 |
-5,115 |
|
CENTAURUS FINANCIAL INC. |
229 |
- |
2023-12-31 |
17,758 |
$1,073,000 |
-2,914 |
|
Baird Financial Group Inc. |
1123 |
- |
2023-12-31 |
17,233 |
$1,041,000 |
-542 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
106 |
- |
2024-03-31 |
12,276 |
$787,000 |
-100 |
|
ASHFORD CAPITAL MANAGEMENT INC |
76 |
- |
2023-12-31 |
12,324 |
$744,000 |
-518 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
365 |
- |
2024-03-31 |
11,534 |
$739,000 |
-45,503 |
|
Atlantic Trust Group LLC |
742 |
- |
2024-03-31 |
11,343 |
$729,000 |
-312 |
|
Private Advisor Group LLC |
1324 |
- |
2024-03-31 |
11,198 |
$717,000 |
-2,982 |
|
TD Waterhouse Canada Inc. |
560 |
- |
2024-03-31 |
10,833 |
$716,000 |
-445 |
|
NATIONAL ASSET MANAGEMENT, INC. |
676 |
- |
2023-12-31 |
11,152 |
$674,000 |
-5 |
|
Qube Research & Technologies Ltd |
1827 |
- |
2023-12-31 |
10,940 |
$661,000 |
-38 |
|
BURNS WEALTH MANAGEMENT, INC. |
328 |
- |
2024-03-31 |
9,358 |
$600,000 |
-1,059 |
|
PETERSON WEALTH MANAGEMENT |
39 |
- |
2023-12-31 |
9,078 |
$548,000 |
-50 |
|
MONTECITO BANK & TRUST |
169 |
- |
2024-03-31 |
8,540 |
$547,000 |
-500 |
|
SFMG, LLC |
136 |
- |
2024-03-31 |
8,381 |
$537,000 |
-600 |
|
Cetera Investment Advisers |
1512 |
- |
2023-12-31 |
7,822 |
$473,000 |
-1,145 |
|
SS&H Financial Advisors Inc. |
91 |
- |
2024-03-31 |
7,100 |
$455,000 |
-500 |
|
Wilson & Boucher Capital Management LLC |
75 |
- |
2024-03-31 |
6,945 |
$445,000 |
-450 |
|
CENTRAL VALLEY ADVISORS LLC |
88 |
- |
2024-03-31 |
6,899 |
$442,000 |
-354 |
|
BANK OF MONTREAL /CAN/ |
2130 |
- |
2023-12-31 |
7,026 |
$427,000 |
-1,707 |
|
Meridian Wealth Management LLC |
147 |
- |
2024-03-31 |
6,476 |
$415,000 |
-52 |
|
Integrated Wealth Concepts LLC |
1076 |
- |
2023-12-31 |
6,802 |
$411,000 |
-5,308 |
|
Goss Wealth Management LLC |
1418 |
- |
2023-12-31 |
6,322 |
$382,000 |
-278 |
|
CITY HOLDING CO |
205 |
- |
2024-03-31 |
5,435 |
$348,000 |
-135 |
|
PROSPERA FINANCIAL SERVICES |
853 |
- |
2023-12-31 |
4,921 |
$297,000 |
-830 |
|
Investment Partners Asset Management Inc. |
105 |
- |
2024-03-31 |
4,633 |
$297,000 |
-512 |
|
Gladstone Institutional Advisory LLC |
534 |
- |
2023-12-31 |
4,755 |
$287,000 |
-7 |
|
Kingsview Wealth Management LLC |
874 |
- |
2024-03-31 |
4,014 |
$257,000 |
-2,557 |
|
INSIGNEO ADVISORY SERVICES LLC |
372 |
- |
2023-12-31 |
4,187 |
$253,000 |
-2,450 |
|
CVA Family Office LLC |
217 |
- |
2024-03-31 |
3,647 |
$234,000 |
-308 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
372 |
- |
2024-03-31 |
3,600 |
$231,000 |
-182 |
|
TFG Advisers LLC |
189 |
- |
2024-03-31 |
3,561 |
$228,000 |
-86 |
|
Elk River Wealth Management LLC |
90 |
- |
2024-03-31 |
3,500 |
$224,000 |
-166 |
|
Swisher Financial Concepts Inc. |
82 |
- |
2024-03-31 |
3,342 |
$213,000 |
-28 |
|
US BANCORP |
1961 |
- |
2024-03-31 |
3,300 |
$212,000 |
-100 |
|
Consolidated Portfolio Review Corp |
255 |
- |
2024-03-31 |
3,296 |
$211,000 |
-1,710 |
|
Larson Financial Group LLC |
430 |
- |
2024-03-31 |
2,840 |
$182,000 |
-98 |
|
CITADEL ADVISORS LLC |
4745 |
- |
2023-12-31 |
1,429 |
$86,000 |
-6,584 |
|
WELLS FARGO & CO/MN |
4413 |
- |
2024-03-31 |
1,329 |
$85,000 |
-4,942 |
|
CHILTON CAPITAL MANAGEMENT LLC |
315 |
- |
2024-03-31 |
1,101 |
$71,000 |
-22 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
850 |
$55,000 |
-108 |
|
Bank Julius Baer & Co. Ltd Zurich |
448 |
- |
2023-12-31 |
800 |
$48,000 |
-10 |
|
HARBOUR INVESTMENTS INC. |
2176 |
- |
2023-12-31 |
150 |
$9,000 |
-77 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
538 |
- |
2024-03-31 |
24 |
$2,000 |
-100 |
|
VisionPoint Advisory Group LLC |
761 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
64 Records found
|
1
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