|
Institutional
Holders
Total
Institutions:
|
203 4 |
|
Total
shares held :
|
4,106,065 |
|
% of shares
held :
|
4.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-665,881 |
|
% of shares
held change :
|
-0.74% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$153.04 |
|
Last
Quarter's Ending
Price :
|
$179.21 |
|
Last
Quarter's Average
Price :
|
$161.52 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
95.34 (59.03%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RIVERFRONT INVESTMENT GROUP, LLC |
12 |
- |
2024-03-31 |
1,410,030 |
$93,484,000 |
956,158 |
|
RAYMOND JAMES & ASSOCIATES |
561 |
- |
2024-03-31 |
493,209 |
$32,700,000 |
324,042 |
|
WELLS FARGO & CO/MN |
1023 |
- |
2024-03-31 |
361,340 |
$23,957,000 |
240,210 |
|
Baltimore-Washington Financial Advisors Inc. |
22 |
- |
2024-03-31 |
361,113 |
$23,942,000 |
244,836 |
|
LPL FINANCIAL CORP |
862 |
- |
2024-03-31 |
358,989 |
$23,801,000 |
254,892 |
|
JANNEY MONTGOMERY SCOTT LLC |
371 |
- |
2024-03-31 |
259,536 |
$17,207,000 |
169,851 |
|
J P MORGAN CHASE & CO |
1790 |
- |
2024-03-31 |
241,533 |
$16,014,000 |
164,076 |
|
BB&T CORP |
564 |
- |
2023-12-31 |
62,691 |
$11,235,000 |
2,659 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
74 |
- |
2024-03-31 |
164,106 |
$10,880,000 |
106,704 |
|
ARKANSAS FINANCIAL GROUP INC. |
14 |
- |
2024-03-31 |
140,769 |
$9,333,000 |
92,753 |
|
Private Advisor Group LLC |
331 |
- |
2024-03-31 |
115,503 |
$7,658,000 |
75,166 |
|
SAM Advisors LLC |
9 |
- |
2023-12-31 |
41,210 |
$7,385,000 |
210 |
|
Howard Capital Management Group LLC |
34 |
- |
2024-03-31 |
108,426 |
$7,189,000 |
72,020 |
|
Holt Capital Advisors L.L.C. dba Holt Capital Part |
19 |
- |
2023-12-31 |
39,969 |
$7,163,000 |
443 |
|
Green Harvest Asset Management LLC |
48 |
- |
2023-12-31 |
36,244 |
$6,495,000 |
19,293 |
|
J.W. COLE ADVISORS INC. |
109 |
- |
2024-03-31 |
61,543 |
$4,080,000 |
40,030 |
|
Wealthgate Family Office LLC |
2 |
- |
2024-03-31 |
55,295 |
$3,666,000 |
36,867 |
|
HIGHTOWER ADVISORS, LLC |
1140 |
- |
2024-03-31 |
49,880 |
$3,309,000 |
33,484 |
|
SOUTHERN CAPITAL ADVISORS LLC |
16 |
- |
2024-03-31 |
46,167 |
$3,061,000 |
27,773 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1528 |
- |
2024-03-31 |
42,264 |
$2,802,000 |
27,453 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1458 |
- |
2024-03-31 |
40,477 |
$2,684,000 |
18,175 |
|
Family Firm Inc. |
34 |
- |
2024-03-31 |
37,840 |
$2,509,000 |
25,216 |
|
Advisor Group Holdings Inc. |
1563 |
- |
2024-03-31 |
35,793 |
$2,373,000 |
23,003 |
|
Diversified LLC |
23 |
- |
2024-03-31 |
34,068 |
$2,259,000 |
22,108 |
|
GeoWealth Management LLC |
113 |
- |
2023-12-31 |
11,921 |
$2,136,000 |
3,101 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1671 |
- |
2024-03-31 |
27,722 |
$1,838,000 |
18,276 |
|
Fifth Third Securities Inc. |
114 |
- |
2024-03-31 |
27,144 |
$1,800,000 |
17,313 |
|
Merit Financial Group LLC |
279 |
- |
2024-03-31 |
27,672 |
$1,773,000 |
27,672 |
|
PATTEN & PATTEN INC/TN |
136 |
- |
2024-03-31 |
23,181 |
$1,537,000 |
15,254 |
|
Equitable Holdings Inc. |
497 |
- |
2023-12-31 |
7,849 |
$1,407,000 |
3,819 |
|
Geneos Wealth Management Inc. |
302 |
- |
2024-03-31 |
21,146 |
$1,402,000 |
18,665 |
|
ADVISORY SERVICES NETWORK, LLC |
599 |
- |
2024-03-31 |
19,061 |
$1,264,000 |
12,859 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
110 |
- |
2024-03-31 |
17,910 |
$1,187,000 |
11,940 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1660 |
- |
2024-03-31 |
16,333 |
$1,083,000 |
9,617 |
|
FMR LLC |
2312 |
- |
2023-12-31 |
5,947 |
$1,066,000 |
821 |
|
California Capital Advisors Inc. |
30 |
- |
2024-03-31 |
15,410 |
$1,022,000 |
9,905 |
|
Source Financial Advisors LLC |
43 |
- |
2024-03-31 |
15,075 |
$999,000 |
6,911 |
|
NATIONAL BANK OF CANADA /FI/ |
1020 |
- |
2023-12-31 |
5,520 |
$989,000 |
842 |
|
CWM LLC |
850 |
- |
2024-03-31 |
14,882 |
$987,000 |
10,121 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
74 |
- |
2024-03-31 |
14,385 |
$954,000 |
9,590 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
34 |
- |
2024-03-31 |
15,061 |
$945,000 |
9,943 |
|
TOWER RESEARCH CAPITAL LLC |
896 |
- |
2023-12-31 |
5,219 |
$935,000 |
5,219 |
|
PRUDENTIAL FINANCIAL INC |
1856 |
- |
2023-12-31 |
5,209 |
$934,000 |
339 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
296 |
- |
2024-03-31 |
14,093 |
$934,000 |
9,470 |
|
GARRISON POINT ADVISORS LLC |
56 |
- |
2024-03-31 |
13,845 |
$918,000 |
9,210 |
|
Mine & Arao Wealth Creation & Management LLC. |
28 |
- |
2024-03-31 |
12,023 |
$797,000 |
7,742 |
|
MML INVESTORS SERVICES LLC |
1488 |
- |
2023-12-31 |
4,426 |
$793,000 |
91 |
|
SUMMIT FINANCIAL GROUP INC |
93 |
- |
2024-03-31 |
11,928 |
$791,000 |
7,952 |
|
Goss Wealth Management LLC |
1080 |
- |
2023-12-31 |
4,085 |
$732,000 |
674 |
|
BANK HAPOALIM BM |
95 |
- |
2024-03-31 |
10,242 |
$679,000 |
6,264 |
|
Financial Partners Group Inc |
84 |
- |
2024-03-31 |
9,901 |
$656,000 |
6,641 |
|
US BANCORP |
1334 |
- |
2024-03-31 |
9,715 |
$644,000 |
6,955 |
|
Sunbelt Securities Inc. |
263 |
- |
2024-03-31 |
9,517 |
$631,000 |
5,928 |
|
AMG NATIONAL TRUST BANK |
327 |
- |
2024-03-31 |
8,940 |
$593,000 |
5,820 |
|
Lido Advisors LLC |
723 |
- |
2023-12-31 |
3,120 |
$559,000 |
37 |
|
New Insight Wealth Advisors |
42 |
- |
2024-03-31 |
8,386 |
$556,000 |
5,530 |
|
Apexium Financial LP |
136 |
- |
2024-03-31 |
7,980 |
$529,000 |
5,320 |
|
H D Vest Advisory Services |
1022 |
- |
2024-03-31 |
7,670 |
$509,000 |
4,935 |
|
Cresset Asset Management LLC |
1217 |
- |
2023-12-31 |
2,786 |
$499,000 |
2 |
|
Aurum Wealth Management Group LLC |
203 |
- |
2024-03-31 |
7,065 |
$468,000 |
4,622 |
|
Baird Financial Group Inc. |
1372 |
- |
2023-12-31 |
2,583 |
$463,000 |
243 |
|
PRINCIPAL SECURITIES INC. |
704 |
- |
2024-03-31 |
6,756 |
$448,000 |
4,464 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1388 |
- |
2023-12-31 |
2,471 |
$443,000 |
50 |
|
Financial Freedom LLC |
66 |
- |
2024-03-31 |
6,604 |
$438,000 |
2,084 |
|
Koshinski Asset Management Inc. |
349 |
- |
2024-03-31 |
6,531 |
$433,000 |
6,531 |
|
DAVIDSON D A & CO |
1003 |
- |
2023-12-31 |
2,372 |
$425,000 |
100 |
|
TRUE Private Wealth Advisors |
193 |
- |
2024-03-31 |
6,207 |
$412,000 |
3,799 |
|
BKD WEALTH ADVISORS LLC |
310 |
- |
2024-03-31 |
6,150 |
$408,000 |
3,950 |
|
Charter Oak Capital Management LLC |
123 |
- |
2024-03-31 |
6,108 |
$405,000 |
4,072 |
|
TRITONPOINT WEALTH LLC |
231 |
- |
2024-03-31 |
6,504 |
$389,000 |
3,846 |
|
Investmark Advisory Group LLC |
82 |
- |
2023-12-31 |
2,017 |
$362,000 |
19 |
|
Interchange Capital Partners LLC |
97 |
- |
2024-03-31 |
5,499 |
$361,000 |
3,492 |
|
Coastal Investment Advisors Inc. |
290 |
- |
2024-03-31 |
5,422 |
$359,000 |
3,553 |
|
Swisher Financial Concepts Inc. |
52 |
- |
2024-03-31 |
5,236 |
$336,000 |
1,771 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
413 |
- |
2024-03-31 |
4,811 |
$319,000 |
3,121 |
|
Horizon Family Wealth Inc. |
56 |
- |
2024-03-31 |
4,536 |
$301,000 |
3,014 |
|
JANE STREET GROUP LLC |
4411 |
- |
2023-12-31 |
1,665 |
$298,000 |
1,665 |
|
Capital Wealth Alliance LLC |
77 |
- |
2024-03-31 |
4,443 |
$295,000 |
3,169 |
|
Register Financial Advisors LLC |
132 |
- |
2024-03-31 |
4,438 |
$294,000 |
2,962 |
|
Private Portfolio Partners LLC |
221 |
- |
2024-03-31 |
4,281 |
$284,000 |
2,823 |
|
Capital Investment Advisors LLC |
496 |
- |
2024-03-31 |
4,176 |
$277,000 |
2,784 |
|
PNC FINANCIAL SERVICES GROUP INC |
1952 |
- |
2024-03-31 |
4,107 |
$272,000 |
2,599 |
|
GSA CAPITAL PARTNERS LLP |
1271 |
- |
2024-03-31 |
4,094 |
$271,000 |
2,443 |
|
Gallagher Fiduciary Advisors LLC |
155 |
- |
2023-12-31 |
1,463 |
$262,000 |
5 |
|
HBK SORCE ADVISORY LLC |
488 |
- |
2024-03-31 |
3,943 |
$261,000 |
2,629 |
|
RAYMOND JAMES TRUST CO |
1076 |
- |
2024-03-31 |
3,759 |
$249,000 |
2,639 |
|
COMMERCE BANK N A/MO |
1084 |
- |
2024-03-31 |
3,750 |
$249,000 |
2,500 |
|
Krasney Financial LLC |
248 |
- |
2024-03-31 |
3,735 |
$248,000 |
2,528 |
|
Cetera Investment Advisers |
1891 |
- |
2023-12-31 |
1,386 |
$248,000 |
17 |
|
WETZEL INVESTMENT ADVISORS INC. |
99 |
- |
2024-03-31 |
3,942 |
$247,000 |
2,664 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
649 |
- |
2024-03-31 |
3,663 |
$243,000 |
2,370 |
|
Abbrea Capital LLC |
233 |
- |
2024-03-31 |
3,519 |
$233,000 |
2,346 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
913 |
- |
2024-03-31 |
3,486 |
$231,000 |
2,182 |
|
Resources Investment Advisors Inc. |
992 |
- |
2024-03-31 |
3,456 |
$229,000 |
3,456 |
|
SPC FINANCIAL, INC. |
219 |
- |
2024-03-31 |
3,450 |
$229,000 |
2,300 |
|
Mutual Advisors LLC |
975 |
- |
2024-03-31 |
3,424 |
$227,000 |
2,283 |
|
Asset Dedication LLC |
293 |
- |
2024-03-31 |
3,213 |
$213,000 |
2,142 |
|
DAVENPORT & CO LLC |
1021 |
- |
2024-03-31 |
3,216 |
$213,000 |
2,076 |
|
AdvisorNet Financial Inc |
499 |
- |
2024-03-31 |
2,637 |
$175,000 |
1,668 |
|
LeJeune Puetz Investment Counsel LLC |
171 |
- |
2023-03-31 |
1,062 |
$160,000 |
100 |
|
|
100 Records found
|
1
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