| |
Institutional
Holders
Total
Institutions:
 |
101  10 |
|
|
Total
shares held :
|
24,092,293 |
|
|
% of shares
held :
|
26.77% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
3,306,692 |
|
|
% of shares
held change :
|
3.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
8 |
- |
2024-03-31 |
1,137,702 |
$47,351,000 |
32,069 |
|
| LPL FINANCIAL CORP |
675 |
- |
2024-03-31 |
852,638 |
$35,487,000 |
75,020 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
573,677 |
$22,132,000 |
12,182 |
|
| Capital Analysts Inc. |
20 |
- |
2023-12-31 |
521,388 |
$20,115,000 |
4,782 |
|
| First Citizens Asset Management Inc. |
10 |
- |
2023-12-31 |
504,547 |
$19,935,000 |
261,385 |
|
| BANK OF AMERICA CORP /DE/ |
1897 |
- |
2023-12-31 |
454,322 |
$17,528,000 |
52,475 |
|
| J P MORGAN CHASE & CO |
2038 |
- |
2024-03-31 |
246,975 |
$10,279,000 |
68,895 |
|
| Planned Solutions Inc. |
7 |
- |
2024-03-31 |
245,882 |
$10,234,000 |
1,579 |
|
| Mainsail Financial Group LLC |
2 |
- |
2024-03-31 |
245,530 |
$10,219,000 |
13,146 |
|
| BP WEALTH MANAGEMENT LLC |
112 |
- |
2023-12-31 |
238,671 |
$9,208,000 |
222,679 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
27 |
- |
2023-12-31 |
237,097 |
$9,147,000 |
9,975 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
665 |
- |
2023-12-31 |
204,337 |
$7,883,000 |
14,354 |
|
| MORGAN STANLEY |
3567 |
- |
2023-12-31 |
188,176 |
$7,260,000 |
26,338 |
|
| Integrated Wealth Concepts LLC |
187 |
- |
2023-12-31 |
184,133 |
$7,104,000 |
6,447 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1039 |
- |
2024-03-31 |
143,419 |
$5,969,000 |
5,956 |
|
| Cetera Investment Advisers |
419 |
- |
2023-12-31 |
136,390 |
$5,262,000 |
2,490 |
|
| GOLDMAN SACHS GROUP INC/ |
2554 |
- |
2023-12-31 |
129,261 |
$4,987,000 |
129,261 |
|
| Apeiron RIA LLC |
19 |
- |
2024-03-31 |
117,773 |
$4,902,000 |
16,278 |
|
| Sigma Planning Corp |
273 |
- |
2024-03-31 |
54,356 |
$2,262,000 |
19,147 |
|
| Confluence Wealth Services Inc. |
68 |
- |
2024-03-31 |
52,117 |
$2,169,000 |
13 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1822 |
- |
2024-03-31 |
45,714 |
$1,903,000 |
11,468 |
|
| Fifth Third Securities Inc. |
118 |
- |
2024-03-31 |
41,504 |
$1,727,000 |
173 |
|
| DRIVE WEALTH MANAGEMENT LLC |
47 |
- |
2024-03-31 |
34,517 |
$1,437,000 |
12,286 |
|
| CAPTRUST FINANCIAL ADVISORS |
1183 |
- |
2023-12-31 |
28,982 |
$1,118,000 |
11,923 |
|
| Householder Group Estate & Retirement Specialist L |
82 |
- |
2024-03-31 |
22,128 |
$921,000 |
1,073 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1162 |
- |
2023-09-30 |
17,517 |
$607,000 |
22 |
|
| L & S ADVISORS INC |
178 |
- |
2024-03-31 |
14,209 |
$591,000 |
137 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1985 |
- |
2024-03-31 |
12,070 |
$502,000 |
1,265 |
|
| Spire Wealth Management |
606 |
- |
2024-03-31 |
8,679 |
$361,000 |
219 |
|
| FINANCIAL NETWORK |
2342 |
- |
2023-12-31 |
6,696 |
$258,000 |
574 |
|
| Coastal Investment Advisors Inc. |
479 |
- |
2024-03-31 |
2,430 |
$101,000 |
2,430 |
|
| Global Retirement Partners LLC |
1376 |
- |
2024-03-31 |
1,283 |
$53,000 |
10 |
|
| Qube Research & Technologies Ltd |
2891 |
- |
2023-12-31 |
1,328 |
$51,000 |
1,328 |
|
| ICA Group Wealth Management LLC |
543 |
- |
2023-12-31 |
1,130 |
$44,000 |
1,130 |
|
| Farther Finance Advisors LLC |
1219 |
- |
2023-12-31 |
746 |
$29,000 |
194 |
|
| UBS Group AG |
5852 |
- |
2023-12-31 |
443 |
$17,000 |
443 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2995 |
- |
2023-12-31 |
96 |
$4,000 |
27 |
|
|
37 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
|
|
|
