|
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 :
|
|
|
7.18 (12.09%) |
|
|
|
|
|
|
|
|
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 |
|
BANK OF AMERICA CORP /DE/ |
1577 |
- |
2023-12-31 |
407,260 |
$26,773,000 |
46,019 |
|
LPL FINANCIAL CORP |
774 |
- |
2023-12-31 |
383,097 |
$25,185,000 |
174,732 |
|
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 |
- |
2023-12-31 |
182,752 |
$12,014,000 |
11,556 |
|
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 |
|
ROYAL BANK OF CANADA |
1767 |
- |
2023-12-31 |
92,470 |
$6,079,000 |
8,631 |
|
Sontag Advisory LLC |
121 |
*New |
2023-12-31 |
64,321 |
$4,228,000 |
64,321 |
|
MARINER WEALTH ADVISORS, LLC |
778 |
- |
2023-12-31 |
58,903 |
$3,872,000 |
24,633 |
|
Private Advisor Group LLC |
530 |
- |
2023-12-31 |
58,314 |
$3,834,000 |
4,032 |
|
H D Vest Advisory Services |
380 |
- |
2023-12-31 |
49,362 |
$3,245,000 |
1,507 |
|
JANNEY MONTGOMERY SCOTT LLC |
903 |
- |
2023-12-31 |
48,591 |
$3,194,000 |
381 |
|
Worth Financial Advisory Group LLC |
8 |
- |
2023-12-31 |
47,311 |
$3,110,000 |
1,932 |
|
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 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1771 |
- |
2023-12-31 |
34,149 |
$2,245,000 |
16,985 |
|
Breakwater Capital Group |
49 |
- |
2024-03-31 |
31,159 |
$2,179,000 |
-64 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1661 |
- |
2023-12-31 |
30,626 |
$2,013,000 |
-478 |
|
Bogart Wealth LLC |
107 |
- |
2024-03-31 |
25,783 |
$1,803,000 |
1,484 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
251 |
- |
2023-12-31 |
24,701 |
$1,624,000 |
1,116 |
|
Advisor Group Holdings Inc. |
2125 |
- |
2023-12-31 |
22,133 |
$1,455,000 |
4,943 |
|
Kingsview Wealth Management LLC |
400 |
- |
2023-12-31 |
19,156 |
$1,259,000 |
-291 |
|
CITADEL ADVISORS LLC |
2781 |
- |
2023-12-31 |
17,694 |
$1,163,000 |
-4,861 |
|
NewEdge Wealth LLC |
380 |
- |
2023-12-31 |
16,877 |
$1,109,000 |
-1,998 |
|
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 |
|
GOLDMAN SACHS GROUP INC/ |
3677 |
*New |
2023-12-31 |
10,599 |
$697,000 |
10,599 |
|
Investors Research Corp |
181 |
- |
2023-12-31 |
9,392 |
$617,000 |
560 |
|
Gladstone Institutional Advisory LLC |
380 |
- |
2023-12-31 |
8,992 |
$591,000 |
3,833 |
|
IFG Advisory LLC |
391 |
- |
2023-12-31 |
6,470 |
$425,000 |
-312 |
|
WEALTHSPAN PARTNERS LLC |
57 |
- |
2023-12-31 |
5,728 |
$377,000 |
1,670 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1290 |
- |
2023-12-31 |
5,724 |
$376,000 |
3,655 |
|
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 |
|
Secure Asset Management LLC |
|
- |
2023-12-31 |
4,445 |
$292,000 |
4 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1622 |
- |
2023-12-31 |
4,425 |
$291,000 |
-82 |
|
SILVER OAK SECURITIES Inc |
400 |
*New |
2023-12-31 |
3,979 |
$262,000 |
3,979 |
|
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 |
|
Merit Financial Group LLC |
693 |
- |
2023-12-31 |
3,400 |
$224,000 |
3,400 |
|
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 |
2289 |
- |
2023-12-31 |
1,691 |
$111,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2707 |
- |
2023-12-31 |
1,265 |
$83,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1746 |
*New |
2023-12-31 |
1,206 |
$79,000 |
1,206 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
629 |
- |
2023-12-31 |
932 |
$61,000 |
30 |
|
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 |
1581 |
*New |
2023-12-31 |
682 |
$45,000 |
682 |
|
FMR LLC |
3502 |
- |
2023-12-31 |
569 |
$37,000 |
0 |
|
IFP Advisors Inc |
1910 |
*New |
2023-12-31 |
291 |
$19,000 |
291 |
|
Parallel Advisors LLC |
2266 |
- |
2023-12-31 |
150 |
$10,000 |
0 |
|
J P MORGAN CHASE & CO |
5094 |
- |
2023-12-31 |
134 |
$9,000 |
-77 |
|
HANSON MCCLAIN, INC. |
2144 |
*New |
2024-03-31 |
133 |
$9,000 |
133 |
|
Farther Finance Advisors LLC |
1662 |
- |
2023-12-31 |
134 |
$9,000 |
-77 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
123 |
$8,000 |
0 |
|
DT INVESTMENT PARTNERS, LLC |
459 |
*New |
2023-12-31 |
8 |
$1,000 |
8 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1710 |
*Closed |
2023-09-30 |
0 |
$0 |
-3,364 |
|
WELLS FARGO & CO/MN |
6145 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
PROEQUITIES INC. |
8373 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CWM LLC |
4629 |
*Closed |
2024-03-31 |
0 |
$0 |
-522 |
|
|
67 Records found
|
1
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