|
Institutional
Holders
Total
Institutions:
|
167 1 |
|
Total
shares held :
|
3,666,529 |
|
% of shares
held :
|
74.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-44 |
|
Amount
of shares held :
|
-874,506 |
|
% of shares
held change :
|
-17.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$132.19 |
|
Last
Quarter's Ending
Price :
|
$145.01 |
|
Last
Quarter's Average
Price :
|
$138.10 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.07 (11.64%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
787 |
- |
2024-03-31 |
182,144 |
$28,367,000 |
-53,487 |
|
Advisor Group Holdings Inc. |
493 |
- |
2024-03-31 |
100,002 |
$15,574,000 |
-10,248 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
706 |
- |
2024-03-31 |
78,224 |
$12,183,000 |
-22,525 |
|
BANK OF AMERICA CORP /DE/ |
2375 |
- |
2023-12-31 |
68,751 |
$9,970,000 |
-913 |
|
ENVESTNET ASSET MANAGEMENT INC |
1511 |
- |
2023-12-31 |
62,021 |
$8,994,000 |
-50,588 |
|
AE Wealth Management LLC |
455 |
- |
2023-12-31 |
53,295 |
$7,842,000 |
-110,655 |
|
HF Advisory Group LLC |
2 |
- |
2024-03-31 |
30,511 |
$4,752,000 |
-2,231 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
719 |
- |
2024-03-31 |
26,006 |
$4,050,000 |
-105,866 |
|
SEI INVESTMENTS CO |
1306 |
- |
2024-03-31 |
25,955 |
$4,042,000 |
-261 |
|
Miracle Mile Advisors LLC |
157 |
- |
2024-03-31 |
17,908 |
$2,789,000 |
-2,758 |
|
ATRIA INVESTMENTS LLC |
497 |
- |
2023-12-31 |
18,105 |
$2,625,000 |
-13,302 |
|
Thrive Capital Management LLC |
22 |
- |
2023-12-31 |
17,510 |
$2,539,000 |
-2,877 |
|
ROFFMAN MILLER ASSOCIATES INC /PA/ |
59 |
- |
2024-03-31 |
12,361 |
$1,925,000 |
-2,313 |
|
MARINER WEALTH ADVISORS, LLC |
1091 |
- |
2023-12-31 |
12,659 |
$1,836,000 |
-3,665 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
127 |
- |
2024-03-31 |
10,869 |
$1,692,000 |
-1,275 |
|
DAIWA SECURITIES GROUP INC. |
586 |
- |
2024-03-31 |
10,640 |
$1,657,000 |
-430 |
|
MISSION CREEK CAPITAL PARTNERS INC |
62 |
- |
2023-12-31 |
11,423 |
$1,656,000 |
-836 |
|
BAKER TILLY FINANCIAL LLC |
76 |
- |
2024-03-31 |
10,616 |
$1,653,000 |
-5,394 |
|
AMERIPRISE FINANCIAL INC |
2928 |
- |
2023-12-31 |
10,793 |
$1,540,000 |
-4,031 |
|
MULTIFINANCIAL SECURITIES CORP |
604 |
- |
2023-12-31 |
10,504 |
$1,523,000 |
-611 |
|
SHEETS SMITH & ASSOCIATES INC |
131 |
- |
2024-03-31 |
9,221 |
$1,436,000 |
-403 |
|
WEDBUSH MORGAN SECURITIES INC |
236 |
- |
2023-12-31 |
9,839 |
$1,427,000 |
-376 |
|
GeoWealth Management LLC |
169 |
- |
2023-12-31 |
9,735 |
$1,412,000 |
-8,735 |
|
Private Advisor Group LLC |
1004 |
- |
2024-03-31 |
8,715 |
$1,357,000 |
-293 |
|
Fortis Group Advisors LLC |
84 |
- |
2024-03-31 |
7,800 |
$1,215,000 |
-222 |
|
Harvest Investment Services LLC |
53 |
- |
2023-12-31 |
8,349 |
$1,211,000 |
-111 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1651 |
- |
2023-12-31 |
8,355 |
$1,211,000 |
-905 |
|
Financial Insights Inc. |
61 |
- |
2024-03-31 |
7,254 |
$1,130,000 |
-324 |
|
Financial Advocates Investment Management |
290 |
- |
2024-03-31 |
7,137 |
$1,112,000 |
-218 |
|
Paul Damon & Associates Inc. |
27 |
- |
2024-03-31 |
7,111 |
$1,107,000 |
-732 |
|
RIVERSEDGE ADVISORS LLC |
35 |
- |
2024-03-31 |
7,101 |
$1,106,000 |
-493 |
|
Equitable Holdings Inc. |
556 |
- |
2023-12-31 |
7,543 |
$1,094,000 |
-19,240 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1725 |
- |
2024-03-31 |
6,383 |
$994,000 |
-2,000 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
976 |
- |
2023-12-31 |
6,752 |
$979,000 |
-79 |
|
Flagship Private Wealth LLC |
31 |
- |
2024-03-31 |
6,237 |
$971,000 |
-1,308 |
|
Milestone Investment Advisors LLC |
45 |
- |
2023-12-31 |
6,430 |
$932,000 |
-1,143 |
|
Strategic Blueprint LLC |
258 |
- |
2024-03-31 |
5,886 |
$917,000 |
-1,090 |
|
Harwood Advisory Group LLC |
79 |
- |
2023-12-31 |
6,325 |
$917,000 |
-15 |
|
TSFG LLC |
73 |
- |
2024-03-31 |
5,506 |
$858,000 |
-1,315 |
|
IOWA STATE BANK |
85 |
- |
2024-03-31 |
5,042 |
$785,000 |
-488 |
|
CWM LLC |
998 |
- |
2024-03-31 |
4,386 |
$683,000 |
-66 |
|
Stratos Wealth Partners LTD. |
807 |
- |
2024-03-31 |
3,918 |
$610,000 |
-1,777 |
|
Mutual Advisors LLC |
634 |
- |
2024-03-31 |
3,792 |
$590,000 |
-1,480 |
|
Vertex Planning Partners LLC |
69 |
- |
2023-12-31 |
3,995 |
$579,000 |
-344 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
245 |
- |
2024-03-31 |
3,692 |
$575,000 |
-138 |
|
Hutchens & Kramer Investment Management Group LLC |
60 |
- |
2024-03-31 |
3,545 |
$548,000 |
-101 |
|
ARQ WEALTH ADVISORS LLC |
40 |
- |
2023-12-31 |
3,558 |
$516,000 |
-1,382 |
|
Millington Financial Advisors LLC |
60 |
- |
2024-03-31 |
2,395 |
$373,000 |
-611 |
|
FINANCIAL LIFE ADVISORS |
45 |
- |
2024-03-31 |
2,115 |
$329,000 |
-487 |
|
Kestra Advisory Services LLC |
1773 |
- |
2023-12-31 |
2,259 |
$328,000 |
-1,603 |
|
Commonwealth Financial Services LLC |
124 |
- |
2023-12-31 |
2,261 |
$328,000 |
-2,914 |
|
Aptus Capital Advisors LLC |
449 |
- |
2023-12-31 |
2,202 |
$319,000 |
-97 |
|
AdvisorNet Financial Inc |
387 |
- |
2024-03-31 |
1,976 |
$308,000 |
-434 |
|
Merit Financial Group LLC |
697 |
- |
2024-03-31 |
2,042 |
$308,000 |
-552 |
|
Legacy Financial Advisors Inc. |
231 |
- |
2023-12-31 |
2,038 |
$296,000 |
-891 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1615 |
- |
2023-12-31 |
2,034 |
$295,000 |
-824 |
|
Steward Partners Investment Advisory LLC |
1222 |
- |
2023-12-31 |
2,027 |
$294,000 |
-74 |
|
Change Path LLC |
510 |
- |
2023-12-31 |
1,990 |
$289,000 |
-1,146 |
|
FINANCIAL NETWORK |
2312 |
- |
2023-12-31 |
1,858 |
$269,000 |
-666 |
|
AXXCESS WEALTH MANAGEMENT LLC |
676 |
- |
2023-12-31 |
1,851 |
$268,000 |
-1,466 |
|
PFG Advisors |
551 |
- |
2024-03-31 |
1,715 |
$267,000 |
-1,988 |
|
Cetera Investment Advisers |
1854 |
- |
2023-12-31 |
1,808 |
$262,000 |
-526 |
|
MML INVESTORS SERVICES LLC |
2155 |
- |
2023-12-31 |
1,725 |
$250,000 |
-90 |
|
TOWER RESEARCH CAPITAL LLC |
1956 |
- |
2023-12-31 |
1,621 |
$235,000 |
-254 |
|
PACIFIC SUN FINANCIAL CORP |
170 |
- |
2024-03-31 |
1,465 |
$228,000 |
-10 |
|
Raleigh Capital Management Inc. |
184 |
- |
2023-12-31 |
1,406 |
$204,000 |
-1,279 |
|
Bogart Wealth LLC |
212 |
- |
2024-03-31 |
1,071 |
$167,000 |
-10 |
|
Ulland Investment Advisors LLC |
70 |
- |
2024-03-31 |
938 |
$146,000 |
-10 |
|
WELLS FARGO & CO/MN |
4405 |
- |
2024-03-31 |
550 |
$86,000 |
-133,168 |
|
PRIVATE TRUST CO NA |
996 |
- |
2024-03-31 |
441 |
$69,000 |
-528 |
|
Paladin Advisory Group LLC |
147 |
- |
2024-03-31 |
304 |
$47,000 |
-8 |
|
Rosenberg Matthew Hamilton |
548 |
- |
2024-03-31 |
118 |
$18,000 |
-38 |
|
PRINCIPAL SECURITIES INC. |
2571 |
- |
2024-03-31 |
30 |
$5,000 |
-175 |
|
|
73 Records found
|
1
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