|
Institutional
Holders
Total
Institutions:
|
84 11 |
|
Total
shares held :
|
4,978,886 |
|
% of shares
held :
|
74.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-1,253,098 |
|
% of shares
held change :
|
-18.7% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.97 |
|
Last
Quarter's Ending
Price :
|
$29.93 |
|
Last
Quarter's Average
Price :
|
$28.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.23 (0.81%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Checchi Capital Advisers LLC |
14 |
- |
2024-03-31 |
606,484 |
$17,655,000 |
20,802 |
|
BANK OF AMERICA CORP /DE/ |
2537 |
- |
2023-12-31 |
273,447 |
$8,184,000 |
-145,445 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
26 |
- |
2024-03-31 |
275,304 |
$8,014,000 |
19,618 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
842 |
- |
2023-12-31 |
260,625 |
$7,801,000 |
-2,104 |
|
MORGAN STANLEY |
3634 |
- |
2023-12-31 |
220,329 |
$6,594,000 |
-80,894 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
56 |
- |
2023-12-31 |
184,786 |
$5,531,000 |
2,921 |
|
STATE STREET CORP |
2779 |
- |
2023-12-31 |
158,089 |
$4,732,000 |
6,322 |
|
JANE STREET GROUP LLC |
1615 |
- |
2023-12-31 |
142,879 |
$4,276,000 |
-70,180 |
|
SUMMIT INVESTMENT ADVISORS INC |
96 |
- |
2023-12-31 |
142,709 |
$4,271,000 |
10,476 |
|
Idaho Trust Bank |
15 |
- |
2023-12-31 |
130,360 |
$3,902,000 |
103,687 |
|
SYKON CAPITAL LLC |
20 |
- |
2023-12-31 |
122,793 |
$3,675,000 |
-23,665 |
|
Baird Financial Group Inc. |
791 |
- |
2023-12-31 |
109,329 |
$3,272,000 |
-19,300 |
|
N.E.W. Advisory Services LLC |
45 |
- |
2024-03-31 |
106,911 |
$3,112,000 |
1,772 |
|
ROYAL BANK OF CANADA |
2235 |
- |
2023-12-31 |
102,987 |
$3,082,000 |
-60,034 |
|
Coppell Advisory Solutions LLC |
34 |
- |
2023-12-31 |
100,075 |
$2,995,000 |
-15,468 |
|
RATHBONE BROTHERS PLC |
232 |
- |
2023-12-31 |
89,332 |
$2,674,000 |
-20,073 |
|
Goss Wealth Management LLC |
555 |
- |
2023-12-31 |
91,298 |
$2,663,000 |
59,829 |
|
GUGGENHEIM CAPITAL LLC |
752 |
- |
2023-12-31 |
85,932 |
$2,572,000 |
10,972 |
|
AlphaQ Advisors LLC |
16 |
- |
2023-12-31 |
82,694 |
$2,475,000 |
4,180 |
|
ZIEGLER CAPITAL MANAGEMENT LLC |
205 |
- |
2023-12-31 |
78,112 |
$2,338,000 |
0 |
|
Strategic Advocates LLC |
31 |
- |
2024-03-31 |
62,352 |
$1,815,000 |
7,938 |
|
LPL FINANCIAL CORP |
2477 |
- |
2023-12-31 |
59,728 |
$1,788,000 |
-43,634 |
|
PROVISE MANAGEMENT GROUP LLC |
138 |
- |
2023-12-31 |
55,407 |
$1,658,000 |
15,029 |
|
Advisor Group Holdings Inc. |
2090 |
- |
2023-12-31 |
50,652 |
$1,516,000 |
-5,289 |
|
LAM GROUP INC. |
24 |
- |
2024-03-31 |
50,350 |
$1,466,000 |
12,535 |
|
STIFEL FINANCIAL CORP |
1899 |
- |
2023-12-31 |
47,673 |
$1,427,000 |
20,314 |
|
ENVESTNET ASSET MANAGEMENT INC |
2663 |
- |
2023-12-31 |
47,495 |
$1,422,000 |
4,137 |
|
Kestra Advisory Services LLC |
988 |
- |
2023-12-31 |
43,534 |
$1,303,000 |
-50,310 |
|
Bank Julius Baer & Co. Ltd Zurich |
233 |
- |
2023-12-31 |
40,081 |
$1,200,000 |
-8,512 |
|
AE Wealth Management LLC |
1104 |
- |
2023-12-31 |
38,684 |
$1,131,000 |
-131,036 |
|
Tempus Wealth Planning LLC |
56 |
- |
2024-03-31 |
36,573 |
$1,065,000 |
-55,393 |
|
FINANCIAL NETWORK |
1412 |
- |
2023-12-31 |
31,643 |
$947,000 |
1,824 |
|
JANNEY MONTGOMERY SCOTT LLC |
1489 |
- |
2023-12-31 |
29,974 |
$897,000 |
64 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1802 |
- |
2024-03-31 |
30,290 |
$882,000 |
-51,547 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
716 |
*New |
2023-12-31 |
27,489 |
$823,000 |
27,489 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2247 |
- |
2024-03-31 |
24,575 |
$715,000 |
-153,774 |
|
We Are One Seven LLC |
425 |
*New |
2023-12-31 |
22,654 |
$678,000 |
22,654 |
|
Omega Financial Group LLC |
58 |
- |
2024-03-31 |
21,716 |
$632,000 |
-330 |
|
CITADEL ADVISORS LLC |
3528 |
- |
2023-12-31 |
17,972 |
$538,000 |
-2,438 |
|
West Wealth Group LLC |
44 |
- |
2023-12-31 |
17,159 |
$514,000 |
-3,433 |
|
Beacon Pointe Advisors LLC |
884 |
- |
2023-12-31 |
16,732 |
$501,000 |
-6,300 |
|
OLD MISSION CAPITAL LLC |
622 |
*New |
2023-12-31 |
16,589 |
$497,000 |
16,589 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
16,315 |
$488,000 |
-208 |
|
BTS ASSET MANAGEMENT, INC. |
12 |
- |
2024-03-31 |
15,127 |
$440,000 |
1,691 |
|
HIGHTOWER ADVISORS, LLC |
2389 |
- |
2023-12-31 |
13,838 |
$416,000 |
-30,658 |
|
Steward Partners Investment Advisory LLC |
1145 |
- |
2023-12-31 |
11,777 |
$352,000 |
1,884 |
|
H D Vest Advisory Services |
1169 |
- |
2023-12-31 |
11,334 |
$339,000 |
1 |
|
WELLS FARGO & CO/MN |
3635 |
- |
2023-12-31 |
10,371 |
$310,000 |
-7,778 |
|
Cambridge Advisors Inc. |
141 |
- |
2024-03-31 |
10,400 |
$303,000 |
0 |
|
AMG NATIONAL TRUST BANK |
382 |
- |
2023-12-31 |
9,474 |
$284,000 |
0 |
|
Austin Private Wealth LLC |
181 |
- |
2024-03-31 |
9,231 |
$269,000 |
267 |
|
Cetera Investment Advisers |
1894 |
- |
2023-12-31 |
8,263 |
$247,000 |
-175 |
|
Towneley Capital Management Inc / DE |
43 |
- |
2024-03-31 |
8,314 |
$242,000 |
32 |
|
UBS Group AG |
4468 |
- |
2023-12-31 |
7,863 |
$235,000 |
-19,705 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
65 |
- |
2023-12-31 |
7,339 |
$220,000 |
-1,858 |
|
Ameritas Advisory Services LLC |
658 |
*New |
2023-12-31 |
7,138 |
$211,000 |
7,138 |
|
TSA Wealth Managment LLC |
52 |
- |
2023-12-31 |
6,715 |
$201,000 |
0 |
|
Parallel Advisors LLC |
849 |
- |
2023-12-31 |
5,927 |
$177,000 |
0 |
|
Coastal Investment Advisors Inc. |
459 |
- |
2024-03-31 |
4,166 |
$121,000 |
4,166 |
|
AdvisorNet Financial Inc |
729 |
- |
2024-03-31 |
2,300 |
$67,000 |
2,300 |
|
CFG ASSET MANAGEMENT LLC |
178 |
- |
2023-12-31 |
2,107 |
$63,000 |
-267,365 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,500 |
$45,000 |
0 |
|
FMR LLC |
3639 |
*New |
2023-12-31 |
902 |
$27,000 |
902 |
|
BANK OF MONTREAL /CAN/ |
3129 |
- |
2023-12-31 |
763 |
$23,000 |
0 |
|
Sunbelt Securities Inc. |
1143 |
- |
2024-03-31 |
494 |
$14,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1910 |
- |
2023-12-31 |
460 |
$14,000 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
316 |
- |
2023-12-31 |
412 |
$13,000 |
-37,201 |
|
Front Row Advisors LLC |
306 |
- |
2023-12-31 |
400 |
$12,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2768 |
- |
2023-12-31 |
373 |
$11,000 |
-16,348 |
|
HARBOUR INVESTMENTS INC. |
2127 |
- |
2023-12-31 |
344 |
$10,000 |
1 |
|
J P MORGAN CHASE & CO |
5078 |
- |
2023-12-31 |
322 |
$10,000 |
-19,003 |
|
Glass Jacobson Investment Advisors llc |
573 |
- |
2024-03-31 |
275 |
$8,000 |
0 |
|
Transcendent Capital Group LLC |
294 |
- |
2024-03-31 |
198 |
$6,000 |
0 |
|
Pflug Koory LLC |
356 |
- |
2024-03-31 |
163 |
$5,000 |
0 |
|
Farther Finance Advisors LLC |
2209 |
*New |
2023-12-31 |
98 |
$3,000 |
98 |
|
Newbridge Financial Services Group Inc. |
1005 |
*New |
2024-03-31 |
62 |
$2,000 |
62 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1456 |
- |
2023-12-31 |
64 |
$2,000 |
0 |
|
IFP Advisors Inc |
2818 |
- |
2023-12-31 |
32 |
$1,000 |
2 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
505 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,995 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5837 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,440 |
|
Coppell Advisory Solutions Corp. |
253 |
*Closed |
2023-03-31 |
0 |
$0 |
-115,543 |
|
TOWER RESEARCH CAPITAL LLC |
5643 |
*Closed |
2023-12-31 |
0 |
$0 |
-11 |
|
Nilsine Partners LLC |
333 |
*Closed |
2024-03-31 |
0 |
$0 |
-61,238 |
|
Private Advisory Group LLC |
200 |
*Closed |
2023-12-31 |
0 |
$0 |
-79,210 |
|
PROEQUITIES INC. |
4729 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Mutual Advisors LLC |
1031 |
*Closed |
2023-12-31 |
0 |
$0 |
-54,008 |
|
IAMS WEALTH MANAGEMENT LLC |
120 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,322 |
|
Synergy Financial Management LLC |
145 |
*Closed |
2024-03-31 |
0 |
$0 |
-333,599 |
|
EHRLICH FINANCIAL GROUP |
102 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,102 |
|
RAYMOND JAMES & ASSOCIATES |
3850 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,047 |
|
Belpointe Asset Management LLC |
744 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,324 |
|
Columbus Macro LLC |
182 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,183 |
|
Balboa Wealth Partners |
258 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,329 |
|
PROSPERA FINANCIAL SERVICES |
1104 |
*Closed |
2023-12-31 |
0 |
$0 |
-156,130 |
|
HOLLENCREST SECURITIES LLC |
1140 |
*Closed |
2023-12-31 |
0 |
$0 |
-65 |
|
FIRST TRUST ADVISORS LP |
2472 |
*Closed |
2023-12-31 |
0 |
$0 |
-59,030 |
|
Sound Income Strategies LLC |
1449 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MML INVESTORS SERVICES LLC |
2521 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,667 |
|
HANSON MCCLAIN, INC. |
3690 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
Vista Private Wealth Partners. LLC |
91 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,628 |
|
|
100 Records found
|
1
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