|
Institutional
Holders
Total
Institutions:
|
65 8 |
|
Total
shares held :
|
3,524,725 |
|
% of shares
held :
|
3.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
Amount
of shares held :
|
546,911 |
|
% of shares
held change :
|
0.61% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$57.94 |
|
Last
Quarter's Ending
Price :
|
$65.74 |
|
Last
Quarter's Average
Price :
|
$59.41 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.41 (14.15%) |
|
|
|
|
|
|
|
|
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 |
1762 |
- |
2023-12-31 |
731,847 |
$48,112,000 |
56,117 |
|
LPL FINANCIAL CORP |
745 |
- |
2024-03-31 |
438,842 |
$30,684,000 |
55,745 |
|
BANK OF AMERICA CORP /DE/ |
1577 |
- |
2023-12-31 |
407,260 |
$26,773,000 |
46,019 |
|
Retirement Network |
5 |
- |
2023-12-31 |
352,687 |
$23,186,000 |
7,560 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
223 |
- |
2024-03-31 |
322,190 |
$22,528,000 |
-6,598 |
|
Resonant Capital Advisors LLC |
20 |
- |
2024-03-31 |
191,447 |
$13,393,000 |
8,695 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
835 |
- |
2024-03-31 |
131,283 |
$9,179,000 |
2,319 |
|
RAYMOND JAMES & ASSOCIATES |
1296 |
- |
2024-03-31 |
111,434 |
$7,791,000 |
-614 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1041 |
- |
2024-03-31 |
88,156 |
$6,164,000 |
57,530 |
|
ROYAL BANK OF CANADA |
1767 |
- |
2023-12-31 |
92,470 |
$6,079,000 |
8,631 |
|
Private Advisor Group LLC |
504 |
- |
2024-03-31 |
61,973 |
$4,333,000 |
3,659 |
|
McCarthy & Cox |
22 |
- |
2024-03-31 |
61,338 |
$4,289,000 |
0 |
|
Sontag Advisory LLC |
128 |
- |
2024-03-31 |
56,810 |
$3,972,000 |
-7,511 |
|
MARINER WEALTH ADVISORS, LLC |
778 |
- |
2023-12-31 |
58,903 |
$3,872,000 |
24,633 |
|
Worth Financial Advisory Group LLC |
9 |
- |
2024-03-31 |
50,739 |
$3,548,000 |
3,428 |
|
JANNEY MONTGOMERY SCOTT LLC |
910 |
- |
2024-03-31 |
48,359 |
$3,381,000 |
-232 |
|
H D Vest Advisory Services |
404 |
- |
2024-03-31 |
46,532 |
$3,253,000 |
-2,830 |
|
IAG Wealth Partners LLC |
33 |
- |
2024-03-31 |
39,185 |
$2,740,000 |
-1,036 |
|
AMERIPRISE FINANCIAL INC |
2681 |
- |
2023-12-31 |
34,076 |
$2,566,000 |
16,676 |
|
UBS Group AG |
2648 |
- |
2023-12-31 |
36,764 |
$2,417,000 |
8,224 |
|
ADVISORY SERVICES NETWORK, LLC |
421 |
- |
2024-03-31 |
31,991 |
$2,237,000 |
30,785 |
|
Breakwater Capital Group |
49 |
- |
2024-03-31 |
31,159 |
$2,179,000 |
-64 |
|
Bogart Wealth LLC |
107 |
- |
2024-03-31 |
25,783 |
$1,803,000 |
1,484 |
|
Advisor Group Holdings Inc. |
1842 |
- |
2024-03-31 |
23,277 |
$1,628,000 |
1,144 |
|
Kingsview Wealth Management LLC |
412 |
- |
2024-03-31 |
20,147 |
$1,409,000 |
991 |
|
CITADEL ADVISORS LLC |
2781 |
- |
2023-12-31 |
17,694 |
$1,163,000 |
-4,861 |
|
NewEdge Wealth LLC |
413 |
- |
2024-03-31 |
16,440 |
$1,091,000 |
-437 |
|
Stratos Wealth Partners LTD. |
695 |
- |
2024-03-31 |
11,891 |
$831,000 |
-476 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
333 |
- |
2024-03-31 |
11,861 |
$829,000 |
-1,096 |
|
COMERICA BANK |
1644 |
- |
2023-12-31 |
11,934 |
$785,000 |
1,054 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1990 |
- |
2023-12-31 |
10,709 |
$704,000 |
-20,037 |
|
Investors Research Corp |
164 |
- |
2024-03-31 |
10,052 |
$703,000 |
660 |
|
GOLDMAN SACHS GROUP INC/ |
3677 |
*New |
2023-12-31 |
10,599 |
$697,000 |
10,599 |
|
Gladstone Institutional Advisory LLC |
380 |
- |
2023-12-31 |
8,992 |
$591,000 |
3,833 |
|
WEALTHSPAN PARTNERS LLC |
61 |
- |
2024-03-31 |
6,963 |
$487,000 |
1,235 |
|
SILVER OAK SECURITIES Inc |
249 |
- |
2024-03-31 |
5,946 |
$416,000 |
1,967 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1290 |
- |
2023-12-31 |
5,724 |
$376,000 |
3,655 |
|
Secure Asset Management LLC |
170 |
- |
2024-03-31 |
4,677 |
$327,000 |
232 |
|
PFG Advisors |
500 |
*New |
2024-03-31 |
4,628 |
$324,000 |
4,628 |
|
REGAL INVESTMENT ADVISORS, LLC |
416 |
- |
2023-12-31 |
4,668 |
$307,000 |
-92 |
|
ENVESTNET ASSET MANAGEMENT INC |
3598 |
- |
2023-12-31 |
4,550 |
$299,000 |
-142 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1622 |
- |
2023-12-31 |
4,425 |
$291,000 |
-82 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
569 |
- |
2024-03-31 |
4,098 |
$287,000 |
-20,603 |
|
Kestra Advisory Services LLC |
1962 |
- |
2023-12-31 |
3,736 |
$246,000 |
231 |
|
Ameritas Advisory Services LLC |
615 |
- |
2023-12-31 |
3,699 |
$245,000 |
-3,394 |
|
MULTIFINANCIAL SECURITIES CORP |
1571 |
- |
2023-12-31 |
3,437 |
$226,000 |
-364 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
666 |
- |
2024-03-31 |
2,981 |
$207,000 |
-1,160 |
|
EPG Wealth Management LLC |
257 |
- |
2023-12-31 |
2,115 |
$139,000 |
-86 |
|
US BANCORP |
2264 |
- |
2024-03-31 |
1,691 |
$118,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
563 |
- |
2024-03-31 |
1,457 |
$102,000 |
525 |
|
PNC FINANCIAL SERVICES GROUP INC |
2679 |
- |
2024-03-31 |
1,265 |
$88,000 |
0 |
|
Capital Advisors Ltd. LLC |
417 |
- |
2024-03-31 |
851 |
$60,000 |
725 |
|
HARBOUR INVESTMENTS INC. |
1438 |
- |
2023-12-31 |
790 |
$52,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1589 |
- |
2024-03-31 |
682 |
$48,000 |
0 |
|
FMR LLC |
3502 |
- |
2023-12-31 |
569 |
$37,000 |
0 |
|
J P MORGAN CHASE & CO |
4911 |
- |
2024-03-31 |
316 |
$22,000 |
182 |
|
IFP Advisors Inc |
1910 |
*New |
2023-12-31 |
291 |
$19,000 |
291 |
|
Geneos Wealth Management Inc. |
1560 |
- |
2024-03-31 |
123 |
$9,000 |
0 |
|
HANSON MCCLAIN, INC. |
2144 |
*New |
2024-03-31 |
133 |
$9,000 |
133 |
|
Farther Finance Advisors LLC |
1662 |
- |
2023-12-31 |
134 |
$9,000 |
-77 |
|
SIGNATUREFD, LLC |
2588 |
*New |
2024-03-31 |
59 |
$4,000 |
59 |
|
Parallel Advisors LLC |
2569 |
- |
2024-03-31 |
58 |
$4,000 |
-92 |
|
New England Capital Financial Advisors LLC |
314 |
*New |
2024-03-31 |
33 |
$2,000 |
33 |
|
DT INVESTMENT PARTNERS, LLC |
459 |
*New |
2023-12-31 |
8 |
$1,000 |
8 |
|
Merit Financial Group LLC |
862 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,400 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1710 |
*Closed |
2023-09-30 |
0 |
$0 |
-3,364 |
|
PROEQUITIES INC. |
5668 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
IFG Advisory LLC |
421 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,470 |
|
WELLS FARGO & CO/MN |
6469 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6211 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,149 |
|
CWM LLC |
4629 |
*Closed |
2024-03-31 |
0 |
$0 |
-522 |
|
|
71 Records found
|
1
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