|
Institutional
Holders
Total
Institutions:
|
90 2 |
|
Total
shares held :
|
9,618,184 |
|
% of shares
held :
|
44.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-25,337 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.72 |
|
Last
Quarter's Ending
Price :
|
$58.81 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.59 (13.81%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GRIMES & COMPANY INC |
6 |
- |
2024-03-31 |
1,710,875 |
$110,796,000 |
9,320 |
|
LPL FINANCIAL CORP |
432 |
- |
2023-12-31 |
1,043,425 |
$61,364,000 |
52,670 |
|
AMERIPRISE FINANCIAL INC |
765 |
- |
2023-12-31 |
859,379 |
$50,543,000 |
212,285 |
|
WELLS FARGO & CO/MN |
689 |
- |
2023-12-31 |
843,235 |
$49,591,000 |
32,972 |
|
MORGAN STANLEY |
2087 |
- |
2023-12-31 |
594,686 |
$34,974,000 |
-7,190 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
349 |
- |
2023-12-31 |
471,301 |
$27,717,000 |
56,656 |
|
BANK OF AMERICA CORP /DE/ |
1638 |
- |
2023-12-31 |
420,189 |
$24,711,000 |
-9,227 |
|
Sanchez Wealth Management Group |
3 |
- |
2023-12-31 |
393,474 |
$23,140,000 |
-86,715 |
|
IAM Advisory LLC |
4 |
- |
2024-03-31 |
339,581 |
$21,991,000 |
-6,219 |
|
HILL ISLAND FINANCIAL LLC |
6 |
- |
2023-12-31 |
369,369 |
$21,723,000 |
8,954 |
|
UBS Group AG |
1110 |
- |
2023-12-31 |
325,958 |
$19,170,000 |
-2,154 |
|
Kestra Advisory Services LLC |
206 |
- |
2023-12-31 |
222,766 |
$13,101,000 |
3,004 |
|
H D Vest Advisory Services |
147 |
- |
2023-12-31 |
183,543 |
$10,794,000 |
6,432 |
|
ENVESTNET ASSET MANAGEMENT INC |
1485 |
- |
2023-12-31 |
158,639 |
$9,330,000 |
2,847 |
|
Advisor Group Holdings Inc. |
941 |
- |
2023-12-31 |
130,574 |
$7,681,000 |
-150,910 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
527 |
- |
2023-12-31 |
127,291 |
$7,486,000 |
-1,514 |
|
Foundry Financial Group Inc. |
|
- |
2023-12-31 |
127,129 |
$7,476,000 |
0 |
|
Cooper Financial Group |
17 |
- |
2024-03-31 |
110,117 |
$7,131,000 |
1,109 |
|
Goodman Advisory Group LLC |
14 |
- |
2023-12-31 |
100,354 |
$5,902,000 |
-36,464 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
518 |
- |
2023-12-31 |
91,816 |
$5,400,000 |
-6,263 |
|
MERCER GLOBAL ADVISORS INC /ADV |
517 |
- |
2023-12-31 |
71,695 |
$4,216,000 |
-1,877 |
|
Private Advisor Group LLC |
524 |
- |
2023-12-31 |
66,546 |
$3,914,000 |
12,788 |
|
Capital Investment Advisory Services LLC |
63 |
- |
2023-12-31 |
54,879 |
$3,227,000 |
20 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1360 |
- |
2023-12-31 |
48,574 |
$2,857,000 |
-388 |
|
Schneider Downs Wealth Management Advisors LP |
26 |
- |
2023-12-31 |
45,027 |
$2,648,000 |
2,775 |
|
ERn Financial LLC |
52 |
- |
2024-03-31 |
39,567 |
$2,562,000 |
-1,406 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
|
- |
2023-12-31 |
42,398 |
$2,493,000 |
-451 |
|
Rockefeller Capital Management L.P. |
845 |
- |
2023-12-31 |
41,330 |
$2,431,000 |
-743 |
|
FCA CORP /TX |
53 |
- |
2023-12-31 |
33,350 |
$1,961,000 |
-36 |
|
Orion Portfolio Solutions LLC |
688 |
- |
2023-12-31 |
30,318 |
$1,779,000 |
1,866 |
|
COLUMBIA ADVISORY PARTNERS LLC |
11 |
- |
2024-03-31 |
26,099 |
$1,690,000 |
-1,131 |
|
ATRIA INVESTMENTS LLC |
669 |
- |
2023-12-31 |
28,058 |
$1,650,000 |
6,441 |
|
Rossmore Private Capital |
90 |
- |
2023-12-31 |
25,750 |
$1,514,000 |
1,000 |
|
Amplius Wealth Advisors LLC |
59 |
- |
2024-03-31 |
22,744 |
$1,473,000 |
-364 |
|
Moloney Securities Asset Management LLC |
110 |
- |
2023-12-31 |
24,200 |
$1,423,000 |
-195 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
151 |
- |
2024-03-31 |
21,409 |
$1,381,000 |
21,409 |
|
SigFig Wealth Management LLC |
88 |
- |
2023-12-31 |
23,299 |
$1,370,000 |
621 |
|
Venture Visionary Partners LLC |
228 |
- |
2023-12-31 |
20,034 |
$1,178,000 |
-250 |
|
Perennial Investment Advisors LLC |
95 |
- |
2023-12-31 |
19,901 |
$1,170,000 |
40 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
19,151 |
$1,126,000 |
-1,452 |
|
JOURNEY STRATEGIC WEALTH LLC |
56 |
- |
2023-12-31 |
19,047 |
$1,120,000 |
9,073 |
|
CHILTON CAPITAL MANAGEMENT LLC |
121 |
- |
2023-12-31 |
18,943 |
$1,114,000 |
-263 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
161 |
- |
2023-12-31 |
15,767 |
$927,000 |
5 |
|
CLS INVESTMENT FIRM LLC |
764 |
- |
2022-12-31 |
18,513 |
$912,000 |
-1,028 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2932 |
- |
2023-12-31 |
15,300 |
$900,000 |
-22,210 |
|
TNF LLC |
39 |
- |
2023-12-31 |
14,235 |
$857,000 |
5,606 |
|
OPPENHEIMER & CO INC |
805 |
- |
2023-12-31 |
13,158 |
$774,000 |
777 |
|
GeoWealth Management LLC |
249 |
*New |
2023-12-31 |
13,133 |
$772,000 |
13,133 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
263 |
- |
2023-12-31 |
11,930 |
$702,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3688 |
- |
2023-12-31 |
11,585 |
$681,000 |
11,585 |
|
RAYMOND JAMES & ASSOCIATES |
2745 |
- |
2023-12-31 |
11,290 |
$664,000 |
1,550 |
|
Fernwood Investment Management LLC |
113 |
- |
2023-12-31 |
9,284 |
$546,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1893 |
- |
2023-12-31 |
9,038 |
$532,000 |
0 |
|
Equitable Holdings Inc. |
789 |
- |
2023-12-31 |
8,074 |
$475,000 |
874 |
|
Beirne Wealth Consulting Services LLC |
75 |
- |
2023-12-31 |
8,016 |
$471,000 |
-919 |
|
Kathmere Capital Management LLC |
176 |
- |
2024-03-31 |
7,213 |
$467,000 |
0 |
|
IHT Wealth Management LLC |
642 |
- |
2023-12-31 |
7,431 |
$437,000 |
-50 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2171 |
- |
2023-12-31 |
7,380 |
$434,000 |
-123 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
7,318 |
$430,000 |
0 |
|
Cetera Investment Advisers |
1579 |
- |
2023-12-31 |
7,131 |
$419,000 |
-22,523 |
|
OneAscent Wealth Management LLC |
92 |
- |
2024-03-31 |
6,271 |
$406,000 |
-278 |
|
RAYMOND JAMES TRUST CO |
788 |
- |
2023-12-31 |
6,867 |
$404,000 |
0 |
|
Sageworth Trust Co of South Dakota |
39 |
- |
2024-03-31 |
6,147 |
$398,000 |
0 |
|
Tyler-Stone Wealth Management |
104 |
- |
2023-12-31 |
6,666 |
$392,000 |
3 |
|
Streettalk Advisors LLC |
300 |
- |
2023-12-31 |
6,461 |
$380,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
1078 |
- |
2024-03-31 |
5,765 |
$373,000 |
0 |
|
Avant Capital LLC |
41 |
- |
2023-09-30 |
6,866 |
$364,000 |
-25 |
|
James J. Burns & Company LLC |
85 |
- |
2023-12-31 |
6,143 |
$361,000 |
0 |
|
Dynamic Advisors Solutions LLC |
696 |
- |
2024-03-31 |
5,561 |
$360,000 |
-345 |
|
FINANCIAL NETWORK |
2195 |
- |
2023-12-31 |
5,422 |
$319,000 |
610 |
|
J P MORGAN CHASE & CO |
3910 |
- |
2023-12-31 |
5,357 |
$315,000 |
1,074 |
|
Kraft Davis & Associates LLC |
94 |
- |
2023-12-31 |
5,200 |
$311,000 |
0 |
|
Beacon Financial Advisory LLC |
|
- |
2023-12-31 |
4,983 |
$293,000 |
0 |
|
Capital Advisors Ltd. LLC |
226 |
- |
2024-03-31 |
4,482 |
$290,000 |
0 |
|
ROYAL BANK OF CANADA |
4143 |
- |
2023-12-31 |
4,848 |
$285,000 |
-7,425 |
|
Simplicity WealthLLC |
152 |
*New |
2023-12-31 |
4,222 |
$248,000 |
4,222 |
|
Mayflower Financial Advisors LLC |
|
*New |
2023-12-31 |
3,412 |
$201,000 |
3,412 |
|
Goss Wealth Management LLC |
1811 |
- |
2023-12-31 |
2,398 |
$141,000 |
2,369 |
|
FMR LLC |
3018 |
- |
2023-12-31 |
1,909 |
$112,000 |
-22 |
|
EMFO LLC |
123 |
- |
2023-12-31 |
1,645 |
$97,000 |
0 |
|
Tidemark LLC |
183 |
- |
2023-12-31 |
1,320 |
$78,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1537 |
- |
2023-12-31 |
1,207 |
$71,000 |
0 |
|
BELLEVUE ASSET MANAGEMENT LLC |
135 |
- |
2023-12-31 |
983 |
$58,000 |
0 |
|
Sunbelt Securities Inc. |
873 |
*New |
2024-03-31 |
720 |
$47,000 |
720 |
|
HARBOUR INVESTMENTS INC. |
1668 |
- |
2023-12-31 |
521 |
$31,000 |
0 |
|
CWM LLC |
2652 |
- |
2024-03-31 |
426 |
$28,000 |
-724 |
|
WETZEL INVESTMENT ADVISORS INC. |
381 |
- |
2023-12-31 |
298 |
$18,000 |
0 |
|
COMERICA BANK |
3057 |
- |
2023-12-31 |
214 |
$13,000 |
-8 |
|
Coastal Investment Advisors Inc. |
678 |
- |
2024-03-31 |
191 |
$12,000 |
191 |
|
BESSEMER GROUP INC |
1568 |
*New |
2023-12-31 |
180 |
$11,000 |
180 |
|
ARMSTRONG ADVISORY GROUP INC |
576 |
- |
2024-03-31 |
161 |
$9,000 |
0 |
|
Smartleaf Asset Management LLC |
785 |
- |
2023-12-31 |
155 |
$9,000 |
0 |
|
Westside Investment Management Inc. |
633 |
- |
2024-03-31 |
104 |
$7,000 |
0 |
|
Global Retirement Partners LLC |
2344 |
- |
2023-12-31 |
75 |
$4,000 |
-75 |
|
Stonebridge Capital Advisors LLC |
521 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
702 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,232 |
|
GTS SECURITIES LLC |
1612 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,825 |
|
Ten Capital Wealth Advisors LLC |
343 |
*Closed |
2023-06-30 |
0 |
$0 |
-959 |
|
PROEQUITIES INC. |
7456 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Octavia Wealth Advisors LLC |
226 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,062 |
|
|
100 Records found
|
1
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