| |
Institutional
Holders
Total
Institutions:
 |
128  1 |
|
|
Total
shares held :
|
5,296,387 |
|
|
% of shares
held :
|
21.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
|
Amount
of shares held :
|
533,642 |
|
|
% of shares
held change :
|
2.18% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.63 |
|
|
Last
Quarter's Ending
Price :
|
$67.72 |
|
|
Last
Quarter's Average
Price :
|
$62.25 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.09 (11.39%) |
|
|
|
|
|
|
|
|
|
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 |
1632 |
- |
2023-12-31 |
809,686 |
$54,832,000 |
28,904 |
|
| Equitable Holdings Inc. |
48 |
- |
2023-12-31 |
596,472 |
$40,393,000 |
42,678 |
|
| BANK OF AMERICA CORP /DE/ |
1896 |
- |
2023-12-31 |
259,761 |
$17,591,000 |
6,295 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
567 |
- |
2024-03-31 |
239,408 |
$17,369,000 |
184,278 |
|
| Matrix Trust Co |
9 |
- |
2023-12-31 |
225,366 |
$15,262,000 |
1,254 |
|
| LPL FINANCIAL CORP |
1012 |
- |
2023-12-31 |
220,323 |
$14,920,000 |
109,512 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
561 |
- |
2023-12-31 |
214,122 |
$14,500,000 |
63,542 |
|
| Baird Financial Group Inc. |
488 |
- |
2023-12-31 |
129,978 |
$8,802,000 |
41,702 |
|
| UBS Group AG |
1654 |
- |
2023-12-31 |
107,533 |
$7,282,000 |
39 |
|
| H D Vest Advisory Services |
233 |
- |
2023-12-31 |
93,932 |
$6,361,000 |
3,885 |
|
| Rodgers & Associates LTD |
31 |
- |
2023-12-31 |
83,185 |
$5,633,000 |
5,753 |
|
| Black Diamond Financial LLC |
21 |
- |
2023-12-31 |
75,254 |
$5,096,000 |
3,098 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
551 |
- |
2023-12-31 |
70,383 |
$4,766,000 |
8,229 |
|
| Marietta Wealth Management LLC |
65 |
- |
2024-03-31 |
61,293 |
$4,447,000 |
346 |
|
| Bedel Financial Consulting Inc. |
17 |
- |
2023-12-31 |
59,647 |
$4,039,000 |
291 |
|
| CI Private Wealth LLC |
759 |
- |
2023-12-31 |
58,718 |
$3,976,000 |
3,784 |
|
| ROYAL BANK OF CANADA |
2342 |
- |
2023-12-31 |
39,031 |
$2,643,000 |
12,269 |
|
| AIRE ADVISORS LLC |
35 |
- |
2023-12-31 |
38,375 |
$2,599,000 |
9,784 |
|
| Atria Wealth Solutions Inc. |
518 |
- |
2023-12-31 |
38,137 |
$2,583,000 |
2,590 |
|
| STIFEL FINANCIAL CORP |
1531 |
- |
2023-12-31 |
36,110 |
$2,445,000 |
459 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2370 |
- |
2023-12-31 |
34,274 |
$2,321,000 |
591 |
|
| Merit Financial Group LLC |
205 |
- |
2023-12-31 |
30,085 |
$2,037,000 |
10,336 |
|
| AMERIPRISE FINANCIAL INC |
2935 |
- |
2023-12-31 |
22,581 |
$1,529,000 |
823 |
|
| DFPG INVESTMENTS INC. |
174 |
- |
2023-12-31 |
22,519 |
$1,512,000 |
490 |
|
| Burt Wealth Advisors |
36 |
- |
2024-03-31 |
15,606 |
$1,132,000 |
270 |
|
| Cetera Investment Advisers |
1411 |
- |
2023-12-31 |
8,498 |
$575,000 |
363 |
|
| DDFG Inc |
42 |
- |
2023-12-31 |
8,418 |
$570,000 |
877 |
|
| Madison Wealth Partners Inc |
59 |
- |
2023-12-31 |
8,368 |
$567,000 |
325 |
|
| ALTFEST L J & CO INC |
181 |
- |
2024-03-31 |
7,330 |
$532,000 |
2,971 |
|
| Jackson Creek Investment Advisors LLC |
239 |
- |
2023-12-31 |
7,664 |
$519,000 |
50 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2259 |
- |
2024-03-31 |
6,913 |
$502,000 |
921 |
|
| Private Advisor Group LLC |
1554 |
- |
2023-12-31 |
6,511 |
$441,000 |
1,540 |
|
| Integrated Wealth Concepts LLC |
1066 |
- |
2023-12-31 |
6,245 |
$423,000 |
60 |
|
| Kestra Advisory Services LLC |
1645 |
- |
2023-12-31 |
5,918 |
$401,000 |
1,742 |
|
| Revisor Wealth Management LLC |
138 |
- |
2024-03-31 |
5,636 |
$395,000 |
5,636 |
|
| J.W. COLE ADVISORS INC. |
553 |
- |
2023-12-31 |
5,804 |
$393,000 |
338 |
|
| LAFLEUR & GODFREY INC |
104 |
- |
2024-03-31 |
5,067 |
$368,000 |
1,852 |
|
| Cape Investment Advisory Inc. |
105 |
- |
2023-12-31 |
4,295 |
$291,000 |
4 |
|
| OHE FINANCIAL INC |
203 |
- |
2023-12-31 |
4,173 |
$283,000 |
59 |
|
| Trivant Custom Portfolio Group LLC |
52 |
- |
2024-03-31 |
3,750 |
$272,000 |
95 |
|
| FMR LLC |
2875 |
- |
2023-12-31 |
2,343 |
$159,000 |
300 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2925 |
- |
2023-12-31 |
802 |
$54,000 |
3 |
|
| Goss Wealth Management LLC |
2199 |
- |
2023-12-31 |
763 |
$52,000 |
705 |
|
| Steward Partners Investment Advisory LLC |
2015 |
- |
2023-12-31 |
698 |
$47,000 |
685 |
|
| Capital Analysts Inc. |
667 |
- |
2023-12-31 |
668 |
$45,000 |
9 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
516 |
- |
2023-12-31 |
352 |
$24,000 |
5 |
|
| TOWER RESEARCH CAPITAL LLC |
3897 |
- |
2023-12-31 |
206 |
$14,000 |
206 |
|
| Russell Investments Group Ltd. |
2753 |
- |
2023-12-31 |
115 |
$8,000 |
2 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1426 |
- |
2023-12-31 |
88 |
$6,000 |
88 |
|
|
49 Records found
|
1
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