|
Institutional
Holders
Total
Institutions:
|
139 2 |
|
Total
shares held :
|
4,320,018 |
|
% of shares
held :
|
10.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
234,950 |
|
% of shares
held change :
|
0.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$58.89 |
|
Last
Quarter's Ending
Price :
|
$65.76 |
|
Last
Quarter's Average
Price :
|
$61.47 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.98 (17.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Equitable Holdings Inc. |
55 |
- |
2023-12-31 |
501,978 |
$33,010,000 |
-59,878 |
|
AMERIPRISE FINANCIAL INC |
1010 |
- |
2023-12-31 |
469,248 |
$30,849,000 |
29,500 |
|
MORGAN STANLEY |
2358 |
- |
2023-12-31 |
410,809 |
$27,015,000 |
9,030 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
362 |
- |
2023-12-31 |
215,199 |
$14,152,000 |
-4,113 |
|
LPL FINANCIAL CORP |
1098 |
- |
2023-12-31 |
195,856 |
$12,879,000 |
-4,954 |
|
H D Vest Advisory Services |
146 |
- |
2023-12-31 |
165,267 |
$10,868,000 |
13,072 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
727 |
- |
2023-12-31 |
153,244 |
$10,077,000 |
9,141 |
|
Jackson Wealth Management LLC |
11 |
*New |
2023-12-31 |
151,288 |
$9,949,000 |
151,288 |
|
BANK OF AMERICA CORP /DE/ |
2436 |
- |
2023-12-31 |
140,994 |
$9,272,000 |
-5,288 |
|
J P MORGAN CHASE & CO |
2136 |
- |
2023-12-31 |
128,915 |
$8,477,000 |
6,351 |
|
WELLS FARGO & CO/MN |
1685 |
- |
2023-12-31 |
112,296 |
$7,385,000 |
54,575 |
|
UBS Group AG |
1741 |
- |
2023-12-31 |
99,712 |
$6,557,000 |
787 |
|
Gladstone Institutional Advisory LLC |
71 |
- |
2023-12-31 |
96,434 |
$6,342,000 |
-130 |
|
CI Private Wealth LLC |
650 |
- |
2023-12-31 |
91,204 |
$5,998,000 |
2,394 |
|
Benchmark Wealth Management LLC |
10 |
- |
2023-12-31 |
70,429 |
$4,631,000 |
-177 |
|
Advisor Group Holdings Inc. |
1249 |
- |
2023-12-31 |
69,953 |
$4,601,000 |
-9,136 |
|
Merit Financial Group LLC |
106 |
- |
2023-12-31 |
68,895 |
$4,531,000 |
-2,854 |
|
Brand Asset Management Group Inc. |
|
- |
2023-12-31 |
57,467 |
$3,779,000 |
-643 |
|
CRESTWOOD ADVISORS LLC |
140 |
- |
2023-12-31 |
49,513 |
$3,256,000 |
-1,380 |
|
ENVESTNET ASSET MANAGEMENT INC |
2166 |
- |
2023-12-31 |
49,065 |
$3,227,000 |
2,458 |
|
ROYAL BANK OF CANADA |
2227 |
- |
2023-12-31 |
47,240 |
$3,106,000 |
-31,109 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
471 |
- |
2023-12-31 |
47,027 |
$3,092,000 |
45,573 |
|
CITADEL ADVISORS LLC |
2109 |
- |
2023-12-31 |
39,463 |
$2,595,000 |
21,154 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
705 |
- |
2023-12-31 |
38,250 |
$2,515,000 |
2,941 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1046 |
- |
2023-12-31 |
37,996 |
$2,499,000 |
-1,986 |
|
Cetera Investment Advisers |
722 |
- |
2023-12-31 |
36,199 |
$2,380,000 |
-1,868 |
|
Quantitative Strategies Inc. |
14 |
- |
2023-12-31 |
35,421 |
$2,329,000 |
660 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1579 |
- |
2023-12-31 |
29,389 |
$1,933,000 |
-1,596 |
|
WEST COAST FINANCIAL LLC |
60 |
- |
2023-12-31 |
27,453 |
$1,805,000 |
-453 |
|
MML INVESTORS SERVICES LLC |
1052 |
- |
2023-12-31 |
27,340 |
$1,798,000 |
-469 |
|
J.W. COLE ADVISORS INC. |
206 |
- |
2023-12-31 |
27,060 |
$1,779,000 |
-178 |
|
Atria Wealth Solutions Inc. |
677 |
- |
2023-12-31 |
24,018 |
$1,579,000 |
89 |
|
Global Retirement Partners LLC |
257 |
- |
2023-12-31 |
23,007 |
$1,509,000 |
-1,432 |
|
SILVIA MCCOLL WEALTH MANAGEMENT LLC |
19 |
- |
2023-12-31 |
19,315 |
$1,270,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3402 |
- |
2023-12-31 |
19,135 |
$1,258,000 |
0 |
|
SeaCrest Wealth Management LLC |
139 |
- |
2023-12-31 |
18,549 |
$1,199,000 |
-476 |
|
HIGHTOWER ADVISORS, LLC |
1739 |
- |
2023-12-31 |
17,165 |
$1,129,000 |
233 |
|
Private Advisor Group LLC |
1068 |
- |
2023-12-31 |
16,455 |
$1,082,000 |
-3 |
|
PFG Advisors |
258 |
- |
2023-12-31 |
16,037 |
$1,055,000 |
686 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
317 |
- |
2023-12-31 |
15,498 |
$1,019,000 |
0 |
|
Dentgroup LLC |
32 |
- |
2023-12-31 |
15,475 |
$1,018,000 |
-194 |
|
Strategic Wealth Partners Group LLC |
43 |
- |
2023-12-31 |
15,327 |
$1,008,000 |
51 |
|
Arete Wealth Advisors LLC |
250 |
- |
2023-12-31 |
15,273 |
$1,004,000 |
15,273 |
|
American Trust |
98 |
- |
2023-12-31 |
14,617 |
$961,000 |
-540 |
|
FMR LLC |
2365 |
- |
2023-12-31 |
13,282 |
$873,000 |
-12 |
|
LIBERTY CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
12,260 |
$806,000 |
0 |
|
PROEQUITIES INC. |
344 |
- |
2023-12-31 |
12,059 |
$793,000 |
-688 |
|
ROCKLAND TRUST CO |
171 |
- |
2023-12-31 |
10,835 |
$713,000 |
-752 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1102 |
- |
2023-09-30 |
11,996 |
$706,000 |
48 |
|
DFPG INVESTMENTS INC. |
319 |
- |
2023-12-31 |
10,614 |
$687,000 |
-663 |
|
CITIGROUP INC |
2367 |
- |
2023-12-31 |
10,333 |
$679,000 |
287 |
|
Apollon Wealth Management LLC |
575 |
- |
2023-12-31 |
10,220 |
$672,000 |
-8,720 |
|
Vantage Financial Partners LLC |
55 |
- |
2023-12-31 |
10,057 |
$661,000 |
4,094 |
|
SCOTIA CAPITAL INC. |
534 |
- |
2023-12-31 |
10,016 |
$659,000 |
-20 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3440 |
- |
2023-12-31 |
9,582 |
$630,000 |
-3,692 |
|
CWM LLC |
984 |
- |
2023-12-31 |
9,009 |
$592,000 |
-625 |
|
DANA INVESTMENT ADVISORS INC |
309 |
- |
2023-12-31 |
8,860 |
$583,000 |
0 |
|
COMERICA BANK |
1808 |
- |
2023-12-31 |
8,611 |
$566,000 |
3,192 |
|
WEALTHSOURCE PARTNERS LLC |
295 |
- |
2023-12-31 |
8,479 |
$558,000 |
75 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
108 |
- |
2023-12-31 |
8,431 |
$554,000 |
-104 |
|
NewEdge Wealth LLC |
494 |
- |
2023-12-31 |
8,220 |
$541,000 |
-184 |
|
PACIFIC SUN FINANCIAL CORP |
97 |
- |
2023-12-31 |
7,920 |
$521,000 |
-1,000 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
90 |
- |
2023-06-30 |
8,384 |
$512,000 |
0 |
|
IHT Wealth Management LLC |
595 |
- |
2023-12-31 |
7,704 |
$507,000 |
-13 |
|
ASSET MANAGEMENT GROUP, INC. |
102 |
- |
2023-12-31 |
7,692 |
$506,000 |
60 |
|
CHAPIN DAVIS INC. |
118 |
- |
2023-12-31 |
7,663 |
$504,000 |
-249 |
|
CREATIVE PLANNING |
1705 |
- |
2023-12-31 |
7,583 |
$499,000 |
434 |
|
Red Tortoise LLC |
57 |
- |
2023-12-31 |
7,346 |
$483,000 |
65 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
7,230 |
$475,000 |
0 |
|
US BANCORP |
1538 |
- |
2023-12-31 |
7,000 |
$460,000 |
0 |
|
FINANCIAL NETWORK |
1946 |
- |
2023-12-31 |
6,958 |
$458,000 |
-260 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2174 |
- |
2023-12-31 |
6,590 |
$433,000 |
37 |
|
Good Life Advisors LLC |
254 |
- |
2023-12-31 |
6,519 |
$429,000 |
10 |
|
Capital Management Associates Inc |
|
- |
2023-12-31 |
6,507 |
$428,000 |
0 |
|
Richard P Slaughter Associates Inc |
114 |
- |
2023-12-31 |
6,248 |
$411,000 |
0 |
|
LANDAAS & CO /WI /ADV |
38 |
- |
2023-12-31 |
6,246 |
$411,000 |
22 |
|
MARINER WEALTH ADVISORS, LLC |
2118 |
*New |
2023-12-31 |
5,998 |
$394,000 |
5,998 |
|
Harbour Trust & Investment Management Co |
|
- |
2023-12-31 |
5,862 |
$385,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1280 |
- |
2023-12-31 |
5,746 |
$378,000 |
695 |
|
WINDHAM CAPITAL MANAGEMENT, LLC |
74 |
- |
2023-12-31 |
5,739 |
$377,000 |
51 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
5,710 |
$375,000 |
5,710 |
|
RAYMOND JAMES & ASSOCIATES |
3101 |
- |
2023-12-31 |
5,625 |
$370,000 |
34 |
|
Cape Investment Advisory Inc. |
93 |
- |
2023-12-31 |
5,255 |
$346,000 |
0 |
|
Asset Allocation Strategies LLC |
53 |
- |
2023-12-31 |
5,210 |
$343,000 |
-41 |
|
Chicago Partners Investment Group LLC |
524 |
- |
2023-12-31 |
4,823 |
$324,000 |
0 |
|
TFB Advisors LLC |
123 |
- |
2023-12-31 |
4,644 |
$305,000 |
4,644 |
|
Ameritas Advisory Services LLC |
551 |
- |
2023-12-31 |
4,412 |
$302,000 |
-1,927 |
|
Orion Portfolio Solutions LLC |
1394 |
*New |
2023-12-31 |
4,585 |
$301,000 |
4,585 |
|
M&T BANK CORP |
1323 |
- |
2023-12-31 |
4,550 |
$299,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
2110 |
- |
2023-12-31 |
4,508 |
$296,000 |
9 |
|
Baird Financial Group Inc. |
1520 |
- |
2023-12-31 |
4,500 |
$296,000 |
0 |
|
OPUS CAPITAL GROUP LLC |
101 |
- |
2023-12-31 |
4,298 |
$283,000 |
166 |
|
Wealthquest Corp |
112 |
- |
2023-12-31 |
4,207 |
$277,000 |
-1,549 |
|
Perigon Wealth Management LLC |
682 |
- |
2023-12-31 |
4,128 |
$271,000 |
24 |
|
Ipsen Advisor Group LLC |
85 |
- |
2022-12-31 |
4,959 |
$261,000 |
0 |
|
RAYMOND JAMES TRUST CO |
1009 |
- |
2023-12-31 |
3,943 |
$259,000 |
0 |
|
Windsor Group LTD |
134 |
- |
2023-09-30 |
4,245 |
$250,000 |
0 |
|
Kestra Advisory Services LLC |
1954 |
*New |
2023-12-31 |
3,797 |
$250,000 |
3,797 |
|
Aurora Private Wealth Inc. |
122 |
- |
2023-12-31 |
3,742 |
$246,000 |
330 |
|
Strategic Investment Advisors / MI |
221 |
- |
2023-12-31 |
3,598 |
$237,000 |
0 |
|
|
100 Records found
|
1
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