|
Institutional
Holders
Total
Institutions:
|
205 2 |
|
Total
shares held :
|
4,456,193 |
|
% of shares
held :
|
84.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
102,980 |
|
% of shares
held change :
|
1.94% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$70.39 |
|
Last
Quarter's Ending
Price :
|
$79.93 |
|
Last
Quarter's Average
Price :
|
$76.61 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.42 (16.21%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
YCMNET ADVISORS INC |
20 |
- |
2023-12-31 |
626,632 |
$50,087,000 |
-6,712 |
|
MORGAN STANLEY |
1911 |
- |
2023-12-31 |
525,971 |
$42,041,000 |
37,353 |
|
BANK OF AMERICA CORP /DE/ |
1303 |
- |
2023-12-31 |
495,467 |
$39,603,000 |
272,451 |
|
Green Harvest Asset Management LLC |
20 |
- |
2023-12-31 |
460,612 |
$36,817,000 |
370,286 |
|
LPL FINANCIAL CORP |
1097 |
- |
2023-12-31 |
161,668 |
$12,922,000 |
-18,902 |
|
LBMC INVESTMENT ADVISORS, LLC |
19 |
- |
2024-03-31 |
118,470 |
$10,013,000 |
-1,183 |
|
MANUFACTURERES LIFE INSURANCE CO |
848 |
- |
2023-12-31 |
121,908 |
$9,744,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
810 |
- |
2024-03-31 |
112,149 |
$9,479,000 |
-121 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
872 |
- |
2024-03-31 |
101,617 |
$8,589,000 |
3,911 |
|
ROYAL BANK OF CANADA |
1615 |
- |
2023-12-31 |
96,498 |
$7,713,000 |
-12,665 |
|
WELLS FARGO & CO/MN |
1801 |
- |
2023-12-31 |
76,213 |
$6,092,000 |
5,736 |
|
BANK OF NEW YORK MELLON CORP |
2240 |
*New |
2024-03-31 |
69,261 |
$5,854,000 |
69,261 |
|
COUNTRY CLUB BANK /GFN |
73 |
- |
2024-03-31 |
66,103 |
$5,587,000 |
-6,109 |
|
Bellwether Advisors LLC |
24 |
- |
2023-12-31 |
60,422 |
$4,830,000 |
-2,819 |
|
ENVESTNET ASSET MANAGEMENT INC |
1942 |
- |
2023-12-31 |
57,770 |
$4,618,000 |
-2,183 |
|
GOLDMAN SACHS GROUP INC/ |
2734 |
- |
2023-12-31 |
47,039 |
$3,760,000 |
29,621 |
|
Advisor Group Holdings Inc. |
1423 |
- |
2023-12-31 |
45,193 |
$3,614,000 |
-28,192 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1374 |
- |
2023-12-31 |
44,099 |
$3,525,000 |
-1,665 |
|
Gimbal Financial |
|
*New |
2024-03-31 |
41,308 |
$3,491,000 |
41,308 |
|
AMERIPRISE FINANCIAL INC |
2535 |
- |
2023-12-31 |
41,720 |
$3,334,000 |
18,510 |
|
BB&T CORP |
1016 |
- |
2023-12-31 |
41,083 |
$3,284,000 |
-2,716 |
|
UBS Group AG |
2372 |
- |
2023-12-31 |
40,911 |
$3,270,000 |
-14,373 |
|
Connectus Wealth LLC |
213 |
*New |
2023-12-31 |
35,787 |
$2,869,000 |
35,787 |
|
Rockefeller Capital Management L.P. |
807 |
*New |
2023-12-31 |
35,161 |
$2,810,000 |
35,161 |
|
AE Wealth Management LLC |
791 |
- |
2023-12-31 |
35,621 |
$2,768,000 |
32,111 |
|
MML INVESTORS SERVICES LLC |
873 |
- |
2023-12-31 |
33,006 |
$2,638,000 |
635 |
|
RAYMOND JAMES & ASSOCIATES |
2012 |
- |
2024-03-31 |
29,409 |
$2,486,000 |
598 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
28,592 |
$2,417,000 |
11,242 |
|
PNC FINANCIAL SERVICES GROUP INC |
830 |
- |
2023-12-31 |
29,852 |
$2,386,000 |
-903 |
|
Stratos Wealth Advisors LLC |
175 |
- |
2024-03-31 |
27,675 |
$2,339,000 |
384 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1194 |
- |
2024-03-31 |
26,029 |
$2,200,000 |
-421 |
|
COMERICA SECURITIESINC. |
127 |
- |
2023-09-30 |
28,348 |
$2,105,000 |
114 |
|
Wakefield Asset Management LLLP |
|
- |
2024-03-31 |
24,383 |
$2,061,000 |
748 |
|
Family Firm Inc. |
44 |
- |
2024-03-31 |
23,847 |
$2,016,000 |
-152 |
|
CI Private Wealth LLC |
994 |
- |
2023-12-31 |
25,102 |
$2,006,000 |
-1,655 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
764 |
- |
2023-12-31 |
24,794 |
$1,982,000 |
-384,030 |
|
BOS Asset Management LLC |
18 |
- |
2023-12-31 |
23,404 |
$1,871,000 |
-1,610 |
|
PROSPERA FINANCIAL SERVICES |
328 |
- |
2023-12-31 |
22,705 |
$1,815,000 |
16,611 |
|
Royal Fund Management LLC |
135 |
- |
2024-03-31 |
21,115 |
$1,789,000 |
2,312 |
|
DAVIDSON D A & CO |
532 |
- |
2023-12-31 |
21,949 |
$1,754,000 |
3,009 |
|
Derbend Asset Management |
|
- |
2024-03-31 |
20,626 |
$1,743,000 |
12 |
|
First Citizens Financial Corp |
27 |
- |
2023-12-31 |
20,700 |
$1,655,000 |
-1,828 |
|
STEPHENS INC /AR/ |
445 |
- |
2023-12-31 |
20,218 |
$1,616,000 |
4,500 |
|
EVERETT HARRIS & CO /CA/ |
107 |
- |
2024-03-31 |
18,910 |
$1,598,000 |
-100 |
|
Kellett Schaffner Wealth Advisors LLC |
19 |
- |
2024-03-31 |
18,690 |
$1,580,000 |
6,781 |
|
Essex LLC |
|
- |
2024-03-31 |
18,562 |
$1,569,000 |
-1,190 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
71 |
- |
2024-03-31 |
18,568 |
$1,569,000 |
651 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
18,466 |
$1,561,000 |
-3,206 |
|
Atria Wealth Solutions Inc. |
687 |
- |
2023-12-31 |
19,298 |
$1,542,000 |
-1,491 |
|
Goss Wealth Management LLC |
761 |
- |
2023-12-31 |
18,576 |
$1,485,000 |
928 |
|
JOHNSON INVESTMENT COUNSEL INC |
321 |
- |
2023-12-31 |
17,591 |
$1,406,000 |
-41,288 |
|
WAYNE HUMMER ASSET MANAGEMENT CO |
495 |
- |
2023-12-31 |
15,598 |
$1,247,000 |
-377 |
|
ALLSTATE INVESTMENT MANAGEMENT CO |
306 |
*New |
2022-12-31 |
14,134 |
$1,223,000 |
14,134 |
|
HOLDERNESS INVESTMENTS CO |
83 |
- |
2023-12-31 |
13,730 |
$1,097,000 |
-3,270 |
|
BANK OF MONTREAL /CAN/ |
1627 |
- |
2023-12-31 |
11,902 |
$1,014,000 |
-3,551 |
|
FINANCIAL NETWORK |
1387 |
- |
2023-12-31 |
12,274 |
$981,000 |
2,040 |
|
COMERICA BANK |
1549 |
- |
2023-12-31 |
11,938 |
$954,000 |
-177 |
|
Simmons Bank |
184 |
- |
2023-12-31 |
11,865 |
$948,000 |
500 |
|
HIGHTOWER ADVISORS, LLC |
1871 |
- |
2023-12-31 |
10,952 |
$874,000 |
-168 |
|
J P MORGAN CHASE & CO |
3395 |
- |
2023-12-31 |
10,816 |
$865,000 |
5,434 |
|
BKD WEALTH ADVISORS LLC |
243 |
- |
2024-03-31 |
8,452 |
$714,000 |
-100 |
|
CITADEL ADVISORS LLC |
3251 |
- |
2023-12-31 |
8,848 |
$707,000 |
-14,897 |
|
Capital Investment Advisors LLC |
336 |
- |
2024-03-31 |
8,088 |
$684,000 |
-33 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1404 |
- |
2024-03-31 |
8,007 |
$677,000 |
-187 |
|
Cetera Investment Advisers |
1325 |
- |
2023-12-31 |
8,429 |
$674,000 |
-716 |
|
Laidlaw Wealth Management LLC |
106 |
*New |
2023-12-31 |
8,362 |
$668,000 |
8,362 |
|
Independence Bank of Kentucky |
134 |
- |
2024-03-31 |
6,944 |
$587,000 |
-460 |
|
Bensler LLC |
|
- |
2024-03-31 |
6,806 |
$575,000 |
2,909 |
|
High Net Worth Advisory Group LLC |
112 |
- |
2024-03-31 |
6,400 |
$541,000 |
0 |
|
Sanford Advisory Services LLC |
81 |
- |
2022-12-31 |
6,228 |
$539,000 |
131 |
|
GARRISON POINT ADVISORS LLC |
86 |
- |
2023-12-31 |
6,655 |
$532,000 |
0 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
207 |
- |
2023-12-31 |
6,594 |
$527,000 |
2,739 |
|
Sigma Planning Corp |
|
- |
2024-03-31 |
6,048 |
$511,000 |
2,578 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1320 |
- |
2023-12-31 |
6,334 |
$506,000 |
-812 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
5,525 |
$467,000 |
384 |
|
Stratos Wealth Partners LTD. |
913 |
- |
2024-03-31 |
5,518 |
$466,000 |
14 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
490 |
- |
2023-12-31 |
5,790 |
$463,000 |
-200 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
5,244 |
$443,000 |
0 |
|
SCHNIEDERS CAPITAL MANAGEMENT LLC |
130 |
- |
2024-03-31 |
5,200 |
$440,000 |
0 |
|
OPPENHEIMER & CO INC |
1016 |
- |
2023-12-31 |
5,363 |
$429,000 |
-1 |
|
Lakeview Capital Partners LLC |
258 |
- |
2023-12-31 |
5,242 |
$419,000 |
-552 |
|
Evanson Asset Management LLC |
201 |
- |
2024-03-31 |
4,876 |
$412,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1891 |
- |
2023-12-31 |
5,099 |
$408,000 |
90 |
|
RENAISSANCE TECHNOLOGIES LLC |
2870 |
*New |
2023-12-31 |
5,000 |
$400,000 |
5,000 |
|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
324 |
- |
2024-03-31 |
4,900 |
$392,000 |
0 |
|
J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
4,541 |
$384,000 |
-983 |
|
Steward Partners Investment Advisory LLC |
1115 |
- |
2023-12-31 |
4,765 |
$381,000 |
-615 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
72 |
- |
2024-03-31 |
4,624 |
$379,000 |
-543 |
|
Kestra Advisory Services LLC |
1705 |
- |
2023-12-31 |
4,577 |
$366,000 |
-190 |
|
MADDEN ADVISORY SERVICES, INC. |
|
- |
2024-03-31 |
4,295 |
$363,000 |
-162 |
|
Eagle Strategies LLC |
195 |
*New |
2024-03-31 |
4,252 |
$359,000 |
4,252 |
|
Capital Advisors Ltd. LLC |
198 |
- |
2024-03-31 |
4,224 |
$357,000 |
-88 |
|
STIFEL FINANCIAL CORP |
2745 |
- |
2023-12-31 |
4,378 |
$350,000 |
-13,830 |
|
Arkadios Wealth Advisors |
|
- |
2024-03-31 |
4,106 |
$347,000 |
-430 |
|
Gerber Kawasaki Wealth & Investment Management |
194 |
*New |
2023-12-31 |
4,321 |
$345,000 |
4,321 |
|
PICTON MAHONEY ASSET MANAGEMENT |
269 |
- |
2023-12-31 |
4,300 |
$343,000 |
2,420 |
|
SYNOVUS FINANCIAL CORP |
704 |
*New |
2023-12-31 |
4,213 |
$337,000 |
4,213 |
|
FIRST HEARTLAND CONSULTANTS INC |
271 |
- |
2023-12-31 |
4,136 |
$331,000 |
-1,948 |
|
Equitable Holdings Inc. |
906 |
- |
2023-12-31 |
4,131 |
$330,000 |
-821 |
|
Virtue Capital Management LLC |
249 |
- |
2023-12-31 |
3,931 |
$318,000 |
-1,098 |
|
|
100 Records found
|
1
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