| |
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 |
  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 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
872 |
- |
2024-03-31 |
101,617 |
$8,589,000 |
3,911 |
|
| WELLS FARGO & CO/MN |
1801 |
- |
2023-12-31 |
76,213 |
$6,092,000 |
5,736 |
|
| GOLDMAN SACHS GROUP INC/ |
2734 |
- |
2023-12-31 |
47,039 |
$3,760,000 |
29,621 |
|
| AMERIPRISE FINANCIAL INC |
2535 |
- |
2023-12-31 |
41,720 |
$3,334,000 |
18,510 |
|
| 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 |
|
| Stratos Wealth Advisors LLC |
175 |
- |
2024-03-31 |
27,675 |
$2,339,000 |
384 |
|
| 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 |
|
| 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 |
|
| STEPHENS INC /AR/ |
445 |
- |
2023-12-31 |
20,218 |
$1,616,000 |
4,500 |
|
| Kellett Schaffner Wealth Advisors LLC |
19 |
- |
2024-03-31 |
18,690 |
$1,580,000 |
6,781 |
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
71 |
- |
2024-03-31 |
18,568 |
$1,569,000 |
651 |
|
| Goss Wealth Management LLC |
761 |
- |
2023-12-31 |
18,576 |
$1,485,000 |
928 |
|
| FINANCIAL NETWORK |
1387 |
- |
2023-12-31 |
12,274 |
$981,000 |
2,040 |
|
| Simmons Bank |
184 |
- |
2023-12-31 |
11,865 |
$948,000 |
500 |
|
| J P MORGAN CHASE & CO |
3395 |
- |
2023-12-31 |
10,816 |
$865,000 |
5,434 |
|
| Bensler LLC |
|
- |
2024-03-31 |
6,806 |
$575,000 |
2,909 |
|
| Sanford Advisory Services LLC |
81 |
- |
2022-12-31 |
6,228 |
$539,000 |
131 |
|
| 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 |
|
| Mutual Advisors LLC |
|
- |
2024-03-31 |
5,525 |
$467,000 |
384 |
|
| Stratos Wealth Partners LTD. |
913 |
- |
2024-03-31 |
5,518 |
$466,000 |
14 |
|
| CAPTRUST FINANCIAL ADVISORS |
1891 |
- |
2023-12-31 |
5,099 |
$408,000 |
90 |
|
| PICTON MAHONEY ASSET MANAGEMENT |
269 |
- |
2023-12-31 |
4,300 |
$343,000 |
2,420 |
|
| Atlantic Trust Group LLC |
929 |
- |
2023-12-31 |
3,782 |
$302,000 |
25 |
|
| RETIREMENT PLANNING GROUP |
202 |
- |
2024-03-31 |
2,670 |
$226,000 |
167 |
|
| U.S. Capital Wealth Advisors LLC |
621 |
- |
2023-12-31 |
2,639 |
$211,000 |
2,639 |
|
| Heritage Trust Co |
269 |
- |
2023-12-31 |
2,558 |
$204,000 |
2,558 |
|
| WASHINGTON TRUST BANK |
217 |
- |
2023-12-31 |
2,541 |
$203,000 |
2,541 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
1,236 |
$104,000 |
4 |
|
| AdvisorNet Financial Inc |
657 |
- |
2024-03-31 |
1,048 |
$89,000 |
718 |
|
| Rise Advisors LLC |
168 |
- |
2024-03-31 |
963 |
$81,000 |
5 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
699 |
$59,000 |
4 |
|
| Capital Investment Advisory Services LLC |
658 |
- |
2024-03-31 |
571 |
$48,000 |
3 |
|
| HARBOUR INVESTMENTS INC. |
1468 |
- |
2023-12-31 |
595 |
$48,000 |
234 |
|
| WETZEL INVESTMENT ADVISORS INC. |
257 |
- |
2024-03-31 |
541 |
$45,000 |
26 |
|
| Coppell Advisory Solutions LLC |
589 |
- |
2023-12-31 |
419 |
$33,000 |
339 |
|
| ICA Group Wealth Management LLC |
661 |
- |
2023-12-31 |
315 |
$25,000 |
315 |
|
| Focused Wealth Management Inc |
415 |
- |
2023-12-31 |
295 |
$24,000 |
5 |
|
| Coastal Investment Advisors Inc. |
655 |
- |
2024-03-31 |
198 |
$17,000 |
198 |
|
| Hartland & Co. LLC |
988 |
- |
2023-12-31 |
172 |
$14,000 |
3 |
|
| Mine & Arao Wealth Creation & Management LLC. |
232 |
- |
2023-12-31 |
96 |
$8,000 |
2 |
|
| Farther Finance Advisors LLC |
2459 |
- |
2023-12-31 |
20 |
$2,000 |
6 |
|
|
52 Records found
|
1
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