| |
Institutional
Holders
Total
Institutions:
 |
130  11 |
|
|
Total
shares held :
|
6,795,297 |
|
|
% of shares
held :
|
36.73% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
|
Amount
of shares held :
|
2,243,806 |
|
|
% of shares
held change :
|
12.13% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$38.24 |
|
|
Last
Quarter's Ending
Price :
|
$44.00 |
|
|
Last
Quarter's Average
Price :
|
$39.29 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.52 (16.59%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
1072 |
- |
2023-12-31 |
1,337,365 |
$58,844,000 |
1,080,163 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
289 |
- |
2023-12-31 |
417,245 |
$18,359,000 |
18,554 |
|
| LPL FINANCIAL CORP |
1062 |
- |
2024-03-31 |
333,647 |
$15,538,000 |
22,518 |
|
| Gallagher Fiduciary Advisors LLC |
17 |
- |
2023-12-31 |
337,504 |
$14,850,000 |
25,895 |
|
| F3Logic LLC |
14 |
- |
2022-12-31 |
343,099 |
$12,366,000 |
92,019 |
|
| WELLS FARGO & CO/MN |
1477 |
- |
2024-03-31 |
234,025 |
$10,899,000 |
9,766 |
|
| AMERIPRISE FINANCIAL INC |
1957 |
- |
2023-12-31 |
171,090 |
$7,574,000 |
28,817 |
|
| CWM LLC |
353 |
- |
2024-03-31 |
148,948 |
$6,937,000 |
6,521 |
|
| ROYAL BANK OF CANADA |
2051 |
- |
2023-12-31 |
91,171 |
$4,012,000 |
47,385 |
|
| Advisor Group Holdings Inc. |
1281 |
- |
2024-03-31 |
75,821 |
$3,531,000 |
4,276 |
|
| MML INVESTORS SERVICES LLC |
751 |
- |
2023-12-31 |
77,949 |
$3,430,000 |
318 |
|
| NorthStar Asset Management LLC /NJ/ |
14 |
- |
2024-03-31 |
70,370 |
$3,277,000 |
4,823 |
|
| IAG Wealth Partners LLC |
31 |
- |
2024-03-31 |
65,532 |
$3,052,000 |
2,928 |
|
| Certified Advisory Corp |
74 |
- |
2024-03-31 |
63,812 |
$2,972,000 |
1,851 |
|
| Members Advisory Group LLC |
12 |
- |
2024-03-31 |
61,267 |
$2,854,000 |
1,832 |
|
| Atria Wealth Solutions Inc. |
489 |
- |
2023-12-31 |
63,387 |
$2,789,000 |
225 |
|
| MARINER WEALTH ADVISORS, LLC |
997 |
- |
2023-12-31 |
51,964 |
$2,286,000 |
12,197 |
|
| HIGHTOWER ADVISORS, LLC |
1392 |
- |
2024-03-31 |
44,332 |
$2,065,000 |
2,458 |
|
| Rodgers & Associates LTD |
47 |
- |
2024-03-31 |
32,723 |
$1,524,000 |
77 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2675 |
- |
2023-12-31 |
31,743 |
$1,397,000 |
6,574 |
|
| BEAM Asset Management LLC |
34 |
- |
2024-03-31 |
26,488 |
$1,234,000 |
60 |
|
| STIFEL FINANCIAL CORP |
2018 |
- |
2023-12-31 |
27,016 |
$1,189,000 |
717 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1681 |
- |
2024-03-31 |
22,792 |
$1,061,000 |
14,526 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
248 |
- |
2024-03-31 |
21,778 |
$1,014,000 |
3,797 |
|
| Phoenix Wealth Advisors |
44 |
- |
2024-03-31 |
20,309 |
$946,000 |
4,602 |
|
| Private Advisor Group LLC |
1217 |
- |
2024-03-31 |
18,625 |
$867,000 |
98 |
|
| FINANCIAL NETWORK |
1478 |
- |
2023-12-31 |
19,239 |
$847,000 |
2,039 |
|
| CREATIVE PLANNING |
1569 |
- |
2023-12-31 |
13,626 |
$600,000 |
151 |
|
| Private Wealth Strategies L.L.C. |
37 |
- |
2023-12-31 |
13,333 |
$587,000 |
48 |
|
| SILVER OAK SECURITIES Inc |
209 |
- |
2024-03-31 |
12,015 |
$560,000 |
15 |
|
| Equitable Holdings Inc. |
738 |
- |
2023-12-31 |
12,501 |
$550,000 |
807 |
|
| Madison Wealth Partners Inc |
80 |
- |
2024-03-31 |
7,767 |
$362,000 |
18 |
|
| Goss Wealth Management LLC |
1460 |
- |
2023-12-31 |
8,112 |
$352,000 |
7,536 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
954 |
- |
2024-03-31 |
5,250 |
$244,000 |
450 |
|
| PRINCIPAL SECURITIES INC. |
954 |
- |
2024-03-31 |
4,829 |
$225,000 |
1,963 |
|
| FMR LLC |
2839 |
- |
2023-12-31 |
4,034 |
$177,000 |
1,861 |
|
| Cape Investment Advisory Inc. |
177 |
- |
2023-12-31 |
3,417 |
$150,000 |
2 |
|
| IFP Advisors Inc |
1085 |
- |
2023-12-31 |
3,324 |
$146,000 |
2 |
|
| HARBOUR INVESTMENTS INC. |
1102 |
- |
2023-12-31 |
2,421 |
$107,000 |
7 |
|
| Concord Wealth Partners |
318 |
- |
2024-03-31 |
1,396 |
$65,000 |
1,396 |
|
|
40 Records found
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1
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