| |
Institutional
Holders
Total
Institutions:
 |
108  5 |
|
|
Total
shares held :
|
3,869,478 |
|
|
% of shares
held :
|
84.12% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
-668,753 |
|
|
% of shares
held change :
|
-14.54% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.12 |
|
|
Last
Quarter's Ending
Price :
|
$52.29 |
|
|
Last
Quarter's Average
Price :
|
$50.17 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 5.97 (11.9%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  49 WEALTH MANAGEMENT LLC |
6 |
- |
2024-03-31 |
439,758 |
$23,552,000 |
48,115 |
|
| LPL FINANCIAL CORP |
1127 |
- |
2024-03-31 |
258,110 |
$13,795,000 |
6,404 |
|
| ARGI INVESTMENT SERVICES, LLC |
46 |
- |
2022-12-31 |
197,241 |
$9,722,000 |
27,271 |
|
| SAM Advisors LLC |
7 |
- |
2023-12-31 |
171,168 |
$8,950,000 |
5,295 |
|
| American Money Management LLC |
14 |
- |
2024-03-31 |
159,414 |
$8,520,000 |
16,844 |
|
| KWB Wealth |
23 |
- |
2024-03-31 |
138,838 |
$7,420,000 |
2,371 |
|
| H D Vest Advisory Services |
228 |
- |
2024-03-31 |
136,296 |
$7,284,000 |
10,690 |
|
| WADE G W & INC |
89 |
- |
2023-12-31 |
128,646 |
$6,727,000 |
1,265 |
|
| AMERIPRISE FINANCIAL INC |
2107 |
- |
2023-12-31 |
121,512 |
$6,350,000 |
8,312 |
|
| RHS Financial LLC |
8 |
- |
2024-03-31 |
107,179 |
$5,728,000 |
2,086 |
|
| J P MORGAN CHASE & CO |
2517 |
- |
2024-03-31 |
83,120 |
$4,442,000 |
31,525 |
|
| CITIGROUP INC |
1349 |
- |
2024-03-31 |
74,418 |
$3,977,000 |
11,417 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1334 |
- |
2024-03-31 |
71,653 |
$3,830,000 |
296 |
|
| Berger Financial Group Inc |
89 |
- |
2024-03-31 |
60,689 |
$3,244,000 |
2,642 |
|
| CITADEL ADVISORS LLC |
2038 |
- |
2023-12-31 |
53,921 |
$2,820,000 |
19,837 |
|
| HERON FINANCIAL GROUP LLC |
14 |
- |
2023-06-30 |
51,843 |
$2,618,000 |
1,129 |
|
| WELLS FARGO & CO/MN |
2406 |
- |
2024-03-31 |
48,098 |
$2,571,000 |
550 |
|
| Avestar Capital LLC |
61 |
- |
2024-03-31 |
46,696 |
$2,496,000 |
19,597 |
|
| Strategic Financial Concepts LLC |
47 |
- |
2024-03-31 |
45,884 |
$2,452,000 |
10,809 |
|
| Atria Wealth Solutions Inc. |
599 |
- |
2023-12-31 |
38,069 |
$1,991,000 |
14,106 |
|
| TIEMANN INVESTMENT ADVISORS LLC |
28 |
- |
2023-12-31 |
32,868 |
$1,719,000 |
4,505 |
|
| Advisor Group Holdings Inc. |
1850 |
- |
2024-03-31 |
30,172 |
$1,614,000 |
9,609 |
|
| Occidental Asset Management LLC |
103 |
- |
2024-03-31 |
21,765 |
$1,163,000 |
667 |
|
| FINANCIAL NETWORK |
1299 |
- |
2023-12-31 |
21,198 |
$1,108,000 |
6,365 |
|
| Integrated Wealth Concepts LLC |
693 |
- |
2023-12-31 |
20,833 |
$1,089,000 |
625 |
|
| Kingsview Wealth Management LLC |
483 |
- |
2024-03-31 |
19,549 |
$1,045,000 |
4,714 |
|
| Visionary Wealth Advisors |
233 |
- |
2023-12-31 |
17,610 |
$921,000 |
640 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2117 |
- |
2024-03-31 |
16,763 |
$896,000 |
765 |
|
| DAYMARK WEALTH PARTNERS LLC |
227 |
- |
2024-03-31 |
14,121 |
$755,000 |
6,195 |
|
| Krasney Financial LLC |
170 |
- |
2024-03-31 |
14,001 |
$748,000 |
6,107 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3093 |
- |
2023-12-31 |
14,260 |
$746,000 |
414 |
|
| Laurel Wealth Advisors Inc. |
280 |
- |
2022-12-31 |
15,060 |
$742,000 |
5,841 |
|
| BKM Wealth Management LLC |
84 |
- |
2024-03-31 |
13,116 |
$701,000 |
270 |
|
| Arete Wealth Advisors LLC |
378 |
- |
2023-12-31 |
10,403 |
$544,000 |
10,403 |
|
| UBS Group AG |
3887 |
- |
2023-12-31 |
10,305 |
$539,000 |
1,859 |
|
| ROYAL BANK OF CANADA |
3592 |
- |
2023-12-31 |
10,210 |
$534,000 |
293 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2278 |
- |
2024-03-31 |
9,170 |
$490,000 |
478 |
|
| Integrity Advisory LLC |
44 |
- |
2022-12-31 |
9,405 |
$464,000 |
4,206 |
|
| Paradigm Financial Partners LLC |
150 |
- |
2023-12-31 |
8,710 |
$455,000 |
1,278 |
|
| MML INVESTORS SERVICES LLC |
1815 |
- |
2023-12-31 |
8,579 |
$449,000 |
5 |
|
| Sigma Planning Corp |
795 |
- |
2024-03-31 |
8,360 |
$447,000 |
8,360 |
|
| EdgeRock Capital LLC |
37 |
- |
2023-12-31 |
7,899 |
$411,000 |
7,899 |
|
| RAYMOND JAMES TRUST CO |
834 |
- |
2024-03-31 |
7,254 |
$388,000 |
824 |
|
| LINCOLN NATIONAL CORP |
859 |
- |
2024-03-31 |
6,777 |
$362,000 |
477 |
|
| MN Wealth Advisors LLC |
74 |
- |
2024-03-31 |
6,379 |
$341,000 |
160 |
|
| L & S ADVISORS INC |
192 |
- |
2024-03-31 |
5,974 |
$319,000 |
142 |
|
| PROEQUITIES INC. |
775 |
- |
2024-03-31 |
2,820 |
$151,000 |
643 |
|
| IFP Advisors Inc |
1979 |
- |
2023-12-31 |
307 |
$16,000 |
4 |
|
| Global Retirement Partners LLC |
2389 |
- |
2024-03-31 |
97 |
$5,000 |
9 |
|
|
49 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
