|
Institutional
Holders
Total
Institutions:
|
199 13 |
|
Total
shares held :
|
16,033,475 |
|
% of shares
held :
|
61.5% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
553,031 |
|
% of shares
held change :
|
2.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.04 |
|
Last
Quarter's Ending
Price :
|
$44.30 |
|
Last
Quarter's Average
Price :
|
$44.61 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.72 (8.34%) |
|
|
|
|
|
|
|
|
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 |
1045 |
- |
2023-12-31 |
2,685,744 |
$118,978,000 |
40,148 |
|
CREATIVE PLANNING |
80 |
- |
2023-12-31 |
2,059,366 |
$91,230,000 |
-77,301 |
|
UBS Group AG |
669 |
- |
2023-12-31 |
1,107,700 |
$49,071,000 |
73,439 |
|
BANK OF AMERICA CORP /DE/ |
1241 |
- |
2023-12-31 |
984,870 |
$43,630,000 |
64,794 |
|
WELLS FARGO & CO/MN |
832 |
- |
2023-12-31 |
765,454 |
$33,910,000 |
113,025 |
|
ENVESTNET ASSET MANAGEMENT INC |
888 |
- |
2023-12-31 |
593,511 |
$26,293,000 |
-52,326 |
|
LPL FINANCIAL CORP |
803 |
- |
2023-12-31 |
534,635 |
$23,684,000 |
54,303 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
16 |
- |
2023-12-31 |
499,658 |
$22,135,000 |
11,231 |
|
GRADIENT INVESTMENTS LLC |
57 |
- |
2023-12-31 |
455,452 |
$20,177,000 |
189,931 |
|
McGowan Group Asset Management Inc. |
10 |
- |
2023-12-31 |
435,634 |
$19,299,000 |
-8,535 |
|
Rockefeller Capital Management L.P. |
318 |
- |
2023-12-31 |
387,839 |
$17,181,000 |
25,329 |
|
DEUTSCHE BANK AG |
842 |
- |
2023-12-31 |
366,680 |
$16,244,000 |
-11,480 |
|
RAYMOND JAMES & ASSOCIATES |
832 |
- |
2023-12-31 |
364,239 |
$16,136,000 |
838 |
|
ROYAL BANK OF CANADA |
1451 |
- |
2023-12-31 |
225,173 |
$9,974,000 |
230 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
|
- |
2023-12-31 |
222,641 |
$9,863,000 |
-2,935 |
|
Cetera Investment Advisers |
250 |
- |
2023-12-31 |
205,428 |
$9,100,000 |
-41,576 |
|
TECTONIC ADVISORS LLC |
22 |
- |
2023-12-31 |
193,423 |
$8,569,000 |
0 |
|
Legacy Wealth Asset Management LLC |
3 |
- |
2024-03-31 |
160,854 |
$7,756,000 |
41,965 |
|
Barry Investment Advisors LLC |
12 |
- |
2024-03-31 |
155,483 |
$7,497,000 |
4,801 |
|
RFG Advisory Group LLC |
74 |
- |
2024-03-31 |
145,887 |
$7,035,000 |
10,622 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
334 |
- |
2023-12-31 |
146,603 |
$6,495,000 |
14,044 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
599 |
- |
2024-03-31 |
133,992 |
$6,461,000 |
1,025 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
948 |
- |
2023-12-31 |
142,678 |
$6,321,000 |
151 |
|
Almanack Investment Partners LLC. |
22 |
- |
2023-12-31 |
123,494 |
$5,471,000 |
7,267 |
|
MADISON ASSET MANAGEMENT LLC |
173 |
*New |
2023-12-31 |
105,768 |
$4,686,000 |
105,768 |
|
Blue Edge Capital LLC |
33 |
- |
2023-12-31 |
103,362 |
$4,579,000 |
-1,979 |
|
Golden Green Inc. |
5 |
- |
2023-09-30 |
85,166 |
$3,798,000 |
2,463 |
|
FINANCIAL NETWORK |
725 |
- |
2023-12-31 |
80,390 |
$3,561,000 |
22,788 |
|
MBL Wealth LLC |
43 |
- |
2023-12-31 |
78,596 |
$3,482,000 |
4,098 |
|
PINNACLE ASSOCIATES LTD |
277 |
- |
2023-12-31 |
77,948 |
$3,453,000 |
5,697 |
|
STIFEL FINANCIAL CORP |
1321 |
- |
2023-12-31 |
77,255 |
$3,422,000 |
-975 |
|
STEPHENS INC /AR/ |
305 |
- |
2023-12-31 |
70,050 |
$3,103,000 |
15,555 |
|
HIGHTOWER ADVISORS, LLC |
1200 |
- |
2023-12-31 |
67,759 |
$2,999,000 |
40,438 |
|
COMERICA BANK |
983 |
- |
2023-12-31 |
64,899 |
$2,875,000 |
9,619 |
|
AMERIPRISE FINANCIAL INC |
2698 |
- |
2023-12-31 |
55,773 |
$2,471,000 |
6,689 |
|
Edmonds Duncan Registered Investment Advisors LLC |
29 |
- |
2024-03-31 |
51,197 |
$2,469,000 |
-343 |
|
Private Advisor Group LLC |
683 |
- |
2023-12-31 |
54,856 |
$2,430,000 |
-938 |
|
Ethos Financial Group LLC |
40 |
- |
2023-12-31 |
53,408 |
$2,366,000 |
-1,617 |
|
RENAISSANCE TECHNOLOGIES LLC |
1860 |
- |
2023-12-31 |
52,300 |
$2,317,000 |
991 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1562 |
- |
2023-12-31 |
52,246 |
$2,315,000 |
39,839 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
13 |
- |
2023-12-31 |
50,549 |
$2,239,000 |
6,034 |
|
Beacon Pointe Advisors LLC |
454 |
- |
2023-12-31 |
49,584 |
$2,197,000 |
2,500 |
|
HORIZON FINANCIAL SERVICES LLC |
21 |
*New |
2023-12-31 |
47,794 |
$2,117,000 |
47,794 |
|
Sonora Investment Management Group LLC |
79 |
- |
2023-12-31 |
47,716 |
$2,114,000 |
3,195 |
|
SYKON CAPITAL LLC |
39 |
- |
2023-12-31 |
46,423 |
$2,057,000 |
40,481 |
|
SEI INVESTMENTS CO |
1591 |
- |
2023-12-31 |
45,769 |
$2,028,000 |
12,840 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
81 |
- |
2023-12-31 |
45,542 |
$2,018,000 |
4,935 |
|
Stratos Wealth Partners LTD. |
430 |
- |
2024-03-31 |
41,128 |
$1,983,000 |
7,208 |
|
DAVIDSON D A & CO |
513 |
- |
2023-12-31 |
43,661 |
$1,934,000 |
-5,517 |
|
BECK CAPITAL MANAGEMENT LLC |
60 |
- |
2023-12-31 |
41,665 |
$1,846,000 |
3,384 |
|
Goss Wealth Management LLC |
691 |
- |
2023-12-31 |
40,203 |
$1,816,000 |
1,696 |
|
Advisor Group Holdings Inc. |
1969 |
- |
2023-12-31 |
39,309 |
$1,742,000 |
-17,080 |
|
MULTIFINANCIAL SECURITIES CORP |
568 |
- |
2023-12-31 |
37,176 |
$1,647,000 |
-146 |
|
JANNEY MONTGOMERY SCOTT LLC |
1200 |
- |
2023-12-31 |
36,168 |
$1,602,000 |
-163 |
|
AlphaCore Capital LLC |
71 |
- |
2023-12-31 |
36,100 |
$1,599,000 |
700 |
|
PARK AVENUE SECURITIES LLC |
486 |
*New |
2024-03-31 |
32,642 |
$1,574,000 |
32,642 |
|
Guild Investment Management Inc. |
18 |
- |
2023-12-31 |
33,261 |
$1,473,000 |
-6,365 |
|
Whalen Wealth Management Inc. |
12 |
- |
2023-12-31 |
32,223 |
$1,427,000 |
0 |
|
Future Financial Wealth Managment LLC |
21 |
- |
2024-03-31 |
29,244 |
$1,410,000 |
859 |
|
CCG WEALTH MANAGEMENT LLC |
22 |
*New |
2024-03-31 |
28,917 |
$1,394,000 |
28,917 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
31,393 |
$1,391,000 |
0 |
|
AE Wealth Management LLC |
1031 |
- |
2023-12-31 |
30,061 |
$1,387,000 |
976 |
|
Arete Wealth Advisors LLC |
194 |
- |
2023-12-31 |
30,403 |
$1,347,000 |
30,403 |
|
ROCKLAND TRUST CO |
119 |
- |
2024-03-31 |
27,586 |
$1,330,000 |
-8,455 |
|
Fulcrum Equity Management |
13 |
*New |
2023-12-31 |
28,017 |
$1,241,000 |
28,017 |
|
AJ WEALTH STRATEGIES LLC |
120 |
- |
2023-06-30 |
28,243 |
$1,212,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1518 |
- |
2023-12-31 |
26,906 |
$1,192,000 |
-1,890 |
|
Global Wealth Management Investment Advisory Inc. |
87 |
- |
2023-12-31 |
26,474 |
$1,173,000 |
410 |
|
Capital Advisors Wealth Management LLC |
52 |
- |
2024-03-31 |
23,834 |
$1,149,000 |
2,227 |
|
NWAM LLC |
217 |
- |
2023-12-31 |
24,295 |
$1,076,000 |
6,649 |
|
WAGNER CAPITAL MANAGEMENT CORP |
143 |
- |
2024-03-31 |
22,313 |
$1,076,000 |
11,092 |
|
ADVISORY SERVICES NETWORK, LLC |
604 |
- |
2023-12-31 |
23,980 |
$1,062,000 |
0 |
|
Lido Advisors LLC |
531 |
- |
2023-12-31 |
23,828 |
$1,056,000 |
-9,590 |
|
MML INVESTORS SERVICES LLC |
1336 |
- |
2023-12-31 |
23,268 |
$1,031,000 |
23,268 |
|
SILVER OAK SECURITIES Inc |
162 |
*New |
2023-12-31 |
22,952 |
$1,017,000 |
22,952 |
|
Collaborative Wealth Managment Inc. |
48 |
- |
2023-12-31 |
21,557 |
$955,000 |
-1,327 |
|
Smartleaf Asset Management LLC |
96 |
- |
2023-12-31 |
21,565 |
$951,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
375 |
- |
2023-12-31 |
21,255 |
$942,000 |
21,255 |
|
Atria Wealth Solutions Inc. |
880 |
- |
2023-12-31 |
21,031 |
$932,000 |
2,711 |
|
Ausdal Financial Partners Inc. |
183 |
- |
2024-03-31 |
18,872 |
$910,000 |
896 |
|
Wavelength Capital Management LLC |
14 |
*New |
2023-09-30 |
20,001 |
$892,000 |
20,001 |
|
MARINER WEALTH ADVISORS, LLC |
1513 |
- |
2023-12-31 |
19,993 |
$886,000 |
-287 |
|
Global Retirement Partners LLC |
367 |
- |
2023-12-31 |
19,170 |
$854,000 |
17,697 |
|
H D Vest Advisory Services |
774 |
- |
2023-12-31 |
19,250 |
$853,000 |
-4,307 |
|
Inscription Capital LLC |
69 |
- |
2024-03-31 |
16,733 |
$805,000 |
6,875 |
|
COLONY GROUP LLC |
463 |
- |
2023-09-30 |
17,957 |
$801,000 |
-3,972 |
|
Americana Partners LLC |
|
- |
2023-12-31 |
18,030 |
$799,000 |
785 |
|
Wealthfront Advisers LLC |
661 |
- |
2024-03-31 |
16,137 |
$778,000 |
1,565 |
|
COLONY GROUP, LLC |
497 |
*New |
2023-12-31 |
17,368 |
$769,000 |
17,368 |
|
Financial Gravity Wealth Inc. |
244 |
- |
2023-12-31 |
7,125 |
$765,000 |
0 |
|
Apollon Wealth Management LLC |
537 |
- |
2023-12-31 |
17,214 |
$763,000 |
79 |
|
Financial Advocates Investment Management |
361 |
- |
2023-12-31 |
15,668 |
$694,000 |
2,428 |
|
SWS Partners |
95 |
- |
2023-12-31 |
15,426 |
$683,000 |
-940 |
|
LGL PARTNERS LLC |
56 |
- |
2023-12-31 |
15,080 |
$668,000 |
3,292 |
|
TWIN FOCUS CAPITAL PARTNERS, LLC |
86 |
- |
2023-12-31 |
14,916 |
$661,000 |
0 |
|
LVZ Advisors Inc. |
56 |
- |
2024-03-31 |
13,612 |
$656,000 |
-3,985 |
|
RSM US WEALTH MANAGEMENT LLC |
349 |
- |
2023-12-31 |
14,049 |
$622,000 |
0 |
|
Morton Capital Management LLC/CA |
56 |
- |
2024-03-31 |
12,626 |
$609,000 |
0 |
|
HB Wealth Management LLC |
413 |
- |
2023-12-31 |
13,409 |
$594,000 |
0 |
|
Friedenthal Financial |
87 |
- |
2023-12-31 |
13,154 |
$583,000 |
-550 |
|
|
100 Records found
|
1
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