| |
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 :
|
|
|
|
7.71 (12.39%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Orgel Wealth Management LLC |
23 |
- |
2024-03-31 |
352,360 |
$25,564,000 |
-6,001 |
|
| Steele Capital Management Inc. |
26 |
- |
2024-03-31 |
222,809 |
$16,165,000 |
-4,109 |
|
| WELLS FARGO & CO/MN |
1309 |
- |
2023-12-31 |
193,802 |
$13,124,000 |
-15,045 |
|
| RAYMOND JAMES & ASSOCIATES |
1401 |
- |
2024-03-31 |
90,170 |
$6,542,000 |
-2,427 |
|
| Advisor Group Holdings Inc. |
1040 |
- |
2023-12-31 |
94,283 |
$6,385,000 |
-20,669 |
|
| GHP INVESTMENT ADVISORS INC |
118 |
- |
2024-03-31 |
85,600 |
$6,210,000 |
-1,074 |
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
|
- |
2023-12-31 |
91,657 |
$6,207,000 |
-1,280 |
|
| MARINER WEALTH ADVISORS, LLC |
824 |
- |
2023-12-31 |
50,530 |
$3,422,000 |
-1,248 |
|
| MML INVESTORS SERVICES LLC |
872 |
- |
2023-12-31 |
38,979 |
$2,640,000 |
-265 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
43 |
- |
2024-03-31 |
31,031 |
$2,251,000 |
-1,184 |
|
| RETIREMENT PLANNING GROUP |
69 |
- |
2024-03-31 |
24,830 |
$1,801,000 |
-614 |
|
| COURAGE MILLER PARTNERS, LLC |
30 |
- |
2024-03-31 |
21,028 |
$1,526,000 |
-57 |
|
| Vivaldi Capital Management LLC |
65 |
- |
2023-12-31 |
21,087 |
$1,396,000 |
-36 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2825 |
- |
2023-12-31 |
14,478 |
$980,000 |
-21,755 |
|
| PCA Investment Advisory Services Inc. |
31 |
- |
2023-12-31 |
13,960 |
$945,000 |
-13,084 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1270 |
- |
2024-03-31 |
12,546 |
$910,000 |
-1,298 |
|
| COMERICA BANK |
1575 |
- |
2023-12-31 |
13,424 |
$909,000 |
-292 |
|
| FINANCIAL NETWORK |
1630 |
- |
2023-12-31 |
10,180 |
$689,000 |
-1,099 |
|
| DAVENPORT & CO LLC |
|
- |
2023-12-31 |
8,834 |
$598,000 |
-75 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1854 |
- |
2023-12-31 |
7,592 |
$514,000 |
-4,316 |
|
| FIRST MANHATTAN CO |
471 |
- |
2023-12-31 |
7,419 |
$504,000 |
-161 |
|
| CWM LLC |
1161 |
- |
2024-03-31 |
6,339 |
$460,000 |
-718 |
|
| CITIGROUP INC |
2671 |
- |
2023-12-31 |
6,353 |
$430,000 |
-388 |
|
| TOWNSQUARE CAPITAL LLC |
819 |
- |
2023-12-31 |
6,331 |
$429,000 |
-3,600 |
|
| Western Wealth Management LLC |
455 |
- |
2023-12-31 |
6,274 |
$425,000 |
-3,113 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
174 |
- |
2023-12-31 |
5,245 |
$355,000 |
-138 |
|
| Aptus Capital Advisors LLC |
432 |
- |
2023-12-31 |
5,245 |
$355,000 |
-138 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
908 |
- |
2023-12-31 |
4,716 |
$319,000 |
-2,358 |
|
| HIGHTOWER ADVISORS, LLC |
2623 |
- |
2023-12-31 |
4,510 |
$306,000 |
-347 |
|
| HARBOUR INVESTMENTS INC. |
789 |
- |
2023-12-31 |
3,578 |
$242,000 |
-80 |
|
| Lifeworks Advisors LLC |
186 |
- |
2023-12-31 |
3,322 |
$225,000 |
-467 |
|
| CLEAR INVESTMENT RESEARCH LLC |
64 |
- |
2023-12-31 |
1,955 |
$132,000 |
-14 |
|
| AMERIVEST INVESTMENT MANAGEMENT LLC |
274 |
- |
2023-06-30 |
395 |
$25,000 |
-109 |
|
| Davis Capital Management |
259 |
- |
2024-03-31 |
53 |
$4,000 |
-13 |
|
|
34 Records found
|
1
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