|
Institutional
Holders
Total
Institutions:
|
246 16 |
|
Total
shares held :
|
20,521,410 |
|
% of shares
held :
|
22.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
4,887,257 |
|
% of shares
held change :
|
5.43% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.76 |
|
Last
Quarter's Ending
Price :
|
$52.80 |
|
Last
Quarter's Average
Price :
|
$50.90 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.88 (1.73%) |
|
|
|
|
|
|
|
|
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 |
1305 |
- |
2023-12-31 |
1,535,790 |
$81,090,000 |
561,334 |
|
CWM LLC |
54 |
- |
2024-03-31 |
1,336,560 |
$70,129,000 |
108,604 |
|
LPL FINANCIAL CORP |
412 |
- |
2023-12-31 |
1,246,906 |
$65,837,000 |
151,274 |
|
BANK OF AMERICA CORP /DE/ |
1065 |
- |
2023-12-31 |
1,123,817 |
$59,338,000 |
216,281 |
|
WELLS FARGO & CO/MN |
694 |
- |
2023-12-31 |
918,569 |
$48,500,000 |
259,668 |
|
Towneley Capital Management Inc / DE |
3 |
- |
2024-03-31 |
869,041 |
$45,599,000 |
-29,901 |
|
BAILARD BIEHL & KAISER INC |
14 |
- |
2023-12-31 |
831,039 |
$43,879,000 |
806,344 |
|
J P MORGAN CHASE & CO |
1241 |
- |
2023-12-31 |
700,596 |
$36,991,000 |
325,366 |
|
UBS Group AG |
813 |
- |
2023-12-31 |
691,874 |
$36,531,000 |
260,902 |
|
WCG Wealth Advisors LLC |
7 |
- |
2023-12-31 |
530,934 |
$28,033,000 |
-98,367 |
|
Advisor Group Holdings Inc. |
370 |
- |
2023-12-31 |
527,640 |
$27,862,000 |
-1,915 |
|
ENVESTNET ASSET MANAGEMENT INC |
878 |
- |
2023-12-31 |
508,907 |
$26,870,000 |
248,776 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
24 |
- |
2023-12-31 |
415,728 |
$21,950,000 |
76,310 |
|
MBL Wealth LLC |
11 |
- |
2024-03-31 |
400,017 |
$20,989,000 |
30,390 |
|
HIGHTOWER ADVISORS, LLC |
509 |
- |
2023-12-31 |
331,988 |
$17,530,000 |
-32,912 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
13 |
- |
2023-12-31 |
287,499 |
$15,180,000 |
268,490 |
|
FINANCIAL NETWORK |
255 |
- |
2023-12-31 |
275,909 |
$14,568,000 |
59,527 |
|
SAND HILL ADVISORS INC/CA |
29 |
- |
2023-12-31 |
259,617 |
$13,708,000 |
242,119 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
23 |
- |
2024-03-31 |
259,518 |
$13,617,000 |
4,536 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
525 |
- |
2023-12-31 |
249,870 |
$13,193,000 |
-17,985 |
|
Gratus Capital LLC |
48 |
*New |
2023-12-31 |
242,501 |
$12,804,000 |
242,501 |
|
Quotient Wealth Partners LLC |
32 |
- |
2023-12-31 |
232,399 |
$12,271,000 |
0 |
|
RENAISSANCE TECHNOLOGIES LLC |
870 |
- |
2023-12-31 |
221,971 |
$11,720,000 |
221,971 |
|
CLS INVESTMENT FIRM LLC |
109 |
- |
2022-12-31 |
195,022 |
$10,020,000 |
9,061 |
|
Orion Portfolio Solutions LLC |
178 |
- |
2023-12-31 |
185,715 |
$9,803,000 |
-22,583 |
|
Wealth Alliance Advisory Group LLC |
13 |
- |
2024-03-31 |
164,688 |
$8,641,000 |
14,809 |
|
Fermata Advisors LLC |
13 |
- |
2024-03-31 |
163,197 |
$8,563,000 |
-7,108 |
|
XML Financial LLC |
30 |
- |
2023-12-31 |
152,648 |
$8,060,000 |
12,132 |
|
RAYMOND JAMES & ASSOCIATES |
1318 |
- |
2024-03-31 |
142,734 |
$7,489,000 |
4,657 |
|
Capital Analysts Inc. |
66 |
- |
2023-12-31 |
135,355 |
$7,147,000 |
4,024 |
|
Arden Trust Co |
29 |
- |
2024-03-31 |
132,352 |
$6,945,000 |
6,987 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
608 |
- |
2024-03-31 |
126,441 |
$6,634,000 |
5,075 |
|
STIFEL FINANCIAL CORP |
967 |
- |
2023-12-31 |
122,635 |
$6,475,000 |
-44,887 |
|
Vantage Financial Partners Ltd. Inc. |
21 |
*New |
2023-12-31 |
117,453 |
$6,202,000 |
117,453 |
|
ROYAL BANK OF CANADA |
1759 |
- |
2023-12-31 |
116,008 |
$6,126,000 |
10,129 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
974 |
- |
2023-12-31 |
115,520 |
$6,099,000 |
10,429 |
|
HANSON MCCLAIN, INC. |
176 |
- |
2024-03-31 |
114,148 |
$5,989,000 |
-895 |
|
Clear Rock Advisors LLC |
7 |
- |
2023-12-31 |
104,312 |
$5,467,000 |
0 |
|
Financial Synergies Wealth Advisors Inc. |
20 |
- |
2024-03-31 |
103,456 |
$5,428,000 |
21,191 |
|
Goodwin Investment Advisory |
8 |
- |
2023-12-31 |
97,262 |
$5,135,000 |
79,401 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
95,157 |
$5,039,000 |
11,214 |
|
STEPHENSON NATIONAL BANK & TRUST |
13 |
- |
2024-03-31 |
94,056 |
$4,935,000 |
2,437 |
|
Equita Financial Network Inc. |
16 |
- |
2023-12-31 |
92,938 |
$4,907,000 |
34,184 |
|
BCS Wealth Management |
16 |
- |
2024-03-31 |
90,160 |
$4,731,000 |
16,831 |
|
BKD WEALTH ADVISORS LLC |
91 |
- |
2024-03-31 |
89,817 |
$4,713,000 |
-12,021 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1173 |
- |
2024-03-31 |
87,196 |
$4,575,000 |
14,785 |
|
INTL FCSTONE INC. |
39 |
- |
2023-12-31 |
81,928 |
$4,332,000 |
5,356 |
|
Kelman-Lazarov Inc. |
23 |
- |
2023-12-31 |
81,243 |
$4,290,000 |
52,947 |
|
Rehmann Capital Advisory Group |
52 |
- |
2023-12-31 |
81,165 |
$4,286,000 |
12,203 |
|
Visionary Wealth Advisors |
89 |
- |
2023-12-31 |
81,074 |
$4,281,000 |
8,390 |
|
Beta Wealth Group Inc. |
14 |
- |
2023-12-31 |
79,800 |
$4,213,000 |
20,765 |
|
CarsonAllaria Wealth Management Ltd. |
11 |
- |
2023-12-31 |
77,684 |
$4,102,000 |
4,217 |
|
Baird Financial Group Inc. |
720 |
*New |
2023-12-31 |
76,345 |
$4,031,000 |
76,345 |
|
Opal Wealth Advisors LLC |
15 |
- |
2024-03-31 |
76,057 |
$3,991,000 |
-101 |
|
OPTIMUM INVESTMENT ADVISORS |
8 |
- |
2024-03-31 |
75,223 |
$3,947,000 |
0 |
|
First International Bank & Trust |
12 |
- |
2024-03-31 |
75,160 |
$3,944,000 |
2,682 |
|
Biltmore Wealth Management LLC |
|
- |
2023-12-31 |
72,013 |
$3,802,000 |
-218,204 |
|
CONDOR CAPITAL MANAGEMENT |
56 |
*New |
2023-12-31 |
69,903 |
$3,691,000 |
69,903 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
66,471 |
$3,510,000 |
-31,243 |
|
Legacy Financial Advisors Inc. |
22 |
*New |
2023-12-31 |
65,367 |
$3,451,000 |
65,367 |
|
FOSTER & MOTLEY INC |
114 |
- |
2024-03-31 |
63,982 |
$3,357,000 |
-1,319 |
|
Rockefeller Capital Management L.P. |
745 |
- |
2023-12-31 |
63,363 |
$3,346,000 |
-1,693 |
|
TD CAPITAL MANAGEMENT LLC |
39 |
- |
2023-12-31 |
61,966 |
$3,272,000 |
6,774 |
|
Goss Wealth Management LLC |
486 |
- |
2023-12-31 |
60,615 |
$3,170,000 |
4,541 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
121 |
- |
2023-12-31 |
55,759 |
$2,952,000 |
-8,468 |
|
Prestige Wealth Management Group LLC |
35 |
- |
2024-03-31 |
55,810 |
$2,928,000 |
12,673 |
|
ERn Financial LLC |
48 |
- |
2024-03-31 |
53,056 |
$2,784,000 |
903 |
|
Simplicity WealthLLC |
289 |
*New |
2024-03-31 |
52,168 |
$2,737,000 |
52,168 |
|
Arrowroot Family Office LLC |
14 |
- |
2023-12-31 |
51,304 |
$2,709,000 |
91 |
|
DAVIS R M INC |
109 |
- |
2023-12-31 |
50,630 |
$2,673,000 |
-575 |
|
Paladin Advisory Group LLC |
16 |
- |
2023-12-31 |
50,406 |
$2,661,000 |
-2,327 |
|
Dynamic Advisors Solutions LLC |
263 |
- |
2024-03-31 |
50,652 |
$2,658,000 |
10,192 |
|
PAX Financial Group LLC |
45 |
- |
2023-12-31 |
49,758 |
$2,607,000 |
39,776 |
|
Integrys Wealth Advisors LLC |
28 |
- |
2024-03-31 |
46,964 |
$2,464,000 |
-750 |
|
HANSON INVESTMENT MANAGEMENT |
45 |
- |
2024-03-31 |
46,669 |
$2,449,000 |
1,487 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
45,836 |
$2,420,000 |
-186 |
|
Sawtooth Asset Management Inc. |
269 |
- |
2023-12-31 |
45,836 |
$2,420,000 |
-186 |
|
IAM Advisory LLC |
24 |
- |
2024-03-31 |
44,277 |
$2,323,000 |
27,547 |
|
Cornerstone Wealth Management LLC |
118 |
- |
2024-03-31 |
43,741 |
$2,295,000 |
-382 |
|
Cyndeo Wealth Partners LLC |
147 |
- |
2024-03-31 |
42,504 |
$2,230,000 |
3,920 |
|
Smart Money Group LLC |
25 |
- |
2023-12-31 |
41,573 |
$2,195,000 |
-4,424 |
|
Cedar Point Capital Partners LLC |
19 |
- |
2023-12-31 |
39,332 |
$2,077,000 |
0 |
|
Westside Investment Management Inc. |
50 |
- |
2024-03-31 |
37,792 |
$1,983,000 |
-101 |
|
McAdam LLC |
83 |
- |
2024-03-31 |
37,388 |
$1,962,000 |
144 |
|
PRIVATE TRUST CO NA |
101 |
- |
2024-03-31 |
36,669 |
$1,924,000 |
-1,000 |
|
VALLEY NATIONAL ADVISERS INC |
72 |
- |
2024-03-31 |
36,327 |
$1,906,000 |
2,771 |
|
Kowal Investment Group LLC |
34 |
- |
2024-03-31 |
35,845 |
$1,881,000 |
-1,020 |
|
MML INVESTORS SERVICES LLC |
1033 |
- |
2023-12-31 |
35,238 |
$1,861,000 |
3,967 |
|
Austin Wealth Management LLC |
38 |
- |
2023-12-31 |
34,818 |
$1,827,000 |
-3,375 |
|
PFS INVESTMENTS INC. |
342 |
- |
2023-06-30 |
32,515 |
$1,686,000 |
-1,602 |
|
JANNEY CAPITAL MANAGEMENT LLC |
122 |
- |
2023-12-31 |
30,342 |
$1,602,000 |
11,130 |
|
AVIANCE CAPITAL PARTNERS, LLC |
104 |
- |
2024-03-31 |
30,386 |
$1,594,000 |
-1,915 |
|
COMERICA BANK |
1299 |
- |
2023-12-31 |
29,632 |
$1,565,000 |
13,657 |
|
Flagstone Financial Management |
|
*New |
2023-12-31 |
29,358 |
$1,550,000 |
29,358 |
|
Sequoia Financial Advisors LLC |
|
- |
2023-12-31 |
29,104 |
$1,537,000 |
7,793 |
|
VALMARK ADVISERS INC |
191 |
- |
2023-12-31 |
29,046 |
$1,534,000 |
0 |
|
Landmark Wealth Management LLC |
37 |
- |
2024-03-31 |
28,850 |
$1,514,000 |
5,223 |
|
Patten Group Inc. |
82 |
- |
2024-03-31 |
28,142 |
$1,477,000 |
1,603 |
|
Duncan Williams Asset Management LLC |
11 |
- |
2024-03-31 |
28,050 |
$1,472,000 |
0 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
27,763 |
$1,466,000 |
4,347 |
|
|
100 Records found
|
1
|
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