|
Institutional
Holders
Total
Institutions:
|
252 1 |
|
Total
shares held :
|
16,370,777 |
|
% of shares
held :
|
21.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
820,091 |
|
% of shares
held change :
|
1.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.43 |
|
Last
Quarter's Ending
Price :
|
$59.24 |
|
Last
Quarter's Average
Price :
|
$54.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.15 (18.51%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
194 |
- |
2024-03-31 |
1,041,899 |
$67,098,000 |
-252,100 |
|
LPL FINANCIAL CORP |
561 |
- |
2024-03-31 |
735,358 |
$47,357,000 |
-9,512 |
|
HIGHTOWER ADVISORS, LLC |
334 |
- |
2024-03-31 |
538,902 |
$34,712,000 |
-34,999 |
|
Analyst IMS Investment Management Services Ltd. |
7 |
- |
2023-12-31 |
506,501 |
$30,005,000 |
-10,612 |
|
Divergent Wealth Advisors LLC |
4 |
- |
2024-03-31 |
455,809 |
$29,354,000 |
-18,891 |
|
SMITH CHAS P & ASSOCIATES PA CPAS |
30 |
- |
2024-03-31 |
339,890 |
$21,889,000 |
-14,492 |
|
LJI Wealth Management LLC |
3 |
- |
2023-12-31 |
354,978 |
$21,029,000 |
-1,914 |
|
REGAL INVESTMENT ADVISORS, LLC |
6 |
- |
2023-12-31 |
350,406 |
$20,758,000 |
-13,912 |
|
UBS Group AG |
1093 |
- |
2023-12-31 |
338,089 |
$20,028,000 |
-3,026 |
|
David Kennon Inc |
4 |
- |
2024-03-31 |
247,318 |
$15,927,000 |
-1,645 |
|
Madison Wealth Partners Inc |
5 |
- |
2024-03-31 |
235,967 |
$15,196,000 |
-1,112 |
|
EQ LLC |
5 |
- |
2024-03-31 |
145,982 |
$9,401,000 |
-66,769 |
|
Silicon Valley Capital Partners |
18 |
- |
2024-03-31 |
139,484 |
$8,983,000 |
-6,532 |
|
jvl associates llc |
11 |
- |
2024-03-31 |
120,598 |
$7,767,000 |
-601 |
|
J P MORGAN CHASE & CO |
2275 |
- |
2024-03-31 |
105,956 |
$6,824,000 |
-51,505 |
|
Aptus Capital Advisors LLC |
101 |
- |
2023-12-31 |
109,027 |
$6,459,000 |
-14,993 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
16 |
- |
2023-12-31 |
108,901 |
$6,451,000 |
-15,119 |
|
Sowell Financial Services LLC |
84 |
- |
2024-03-31 |
96,666 |
$6,225,000 |
-26,638 |
|
Harvest Investment Advisors LLC |
4 |
- |
2023-12-31 |
97,187 |
$5,757,000 |
-650 |
|
Lineweaver Wealth Advisors LLC |
21 |
- |
2024-03-31 |
64,896 |
$4,180,000 |
-114 |
|
Cornerstone Wealth Management LLC |
79 |
- |
2024-03-31 |
60,937 |
$3,924,000 |
-639 |
|
GREAT VALLEY ADVISOR GROUP INC. |
208 |
- |
2024-03-31 |
49,850 |
$3,210,000 |
-12,312 |
|
STIFEL FINANCIAL CORP |
1352 |
- |
2023-12-31 |
54,083 |
$3,204,000 |
-2,505 |
|
Blue Zone Wealth Advisors LLC |
48 |
- |
2024-03-31 |
42,650 |
$2,747,000 |
-495 |
|
MONEY CONCEPTS CAPITAL CORP |
110 |
- |
2024-03-31 |
41,602 |
$2,679,000 |
-3,068 |
|
ENVESTNET ASSET MANAGEMENT INC |
2305 |
- |
2023-12-31 |
43,335 |
$2,567,000 |
-70 |
|
ARKANSAS FINANCIAL GROUP INC. |
32 |
- |
2024-03-31 |
36,800 |
$2,370,000 |
-600 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
373 |
- |
2024-03-31 |
31,276 |
$2,014,000 |
-1,089 |
|
CRA Financial Services LLC |
46 |
- |
2024-03-31 |
30,896 |
$1,990,000 |
-99 |
|
MML INVESTORS SERVICES LLC |
1011 |
- |
2023-12-31 |
32,678 |
$1,936,000 |
-1,157 |
|
Lido Advisors LLC |
396 |
- |
2023-12-31 |
30,579 |
$1,812,000 |
-53 |
|
Financial Services Advisory Inc |
30 |
- |
2024-03-31 |
28,008 |
$1,804,000 |
-11,931 |
|
Apexium Financial LP |
77 |
- |
2024-03-31 |
22,316 |
$1,437,000 |
-147 |
|
Private Advisor Group LLC |
984 |
- |
2024-03-31 |
22,174 |
$1,428,000 |
-4,602 |
|
U.S. Capital Wealth Advisors LLC |
291 |
- |
2024-03-31 |
21,280 |
$1,370,000 |
-200 |
|
Stratos Wealth Partners LTD. |
558 |
- |
2024-03-31 |
19,530 |
$1,258,000 |
-3,257 |
|
Beacon Pointe Advisors LLC |
613 |
- |
2023-12-31 |
19,594 |
$1,161,000 |
-3,522 |
|
GUNN & Co INVESTMENT MANAGEMENT INC. |
33 |
- |
2024-03-31 |
15,908 |
$1,024,000 |
-338,474 |
|
Financial Partners Group Inc |
63 |
- |
2024-03-31 |
15,377 |
$990,000 |
-40 |
|
Avondale Wealth Management |
21 |
- |
2024-03-31 |
15,305 |
$986,000 |
-35 |
|
Ullmann Financial Group Inc. |
50 |
- |
2024-03-31 |
15,159 |
$976,000 |
-365 |
|
Lane & Associates LLC |
42 |
- |
2024-03-31 |
14,682 |
$946,000 |
-835 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
318 |
- |
2024-03-31 |
13,407 |
$863,000 |
-2,269 |
|
NATIONAL ASSET MANAGEMENT, INC. |
628 |
- |
2023-12-31 |
12,702 |
$753,000 |
-2,330 |
|
PACIFIC SUN FINANCIAL CORP |
75 |
- |
2024-03-31 |
10,900 |
$702,000 |
-100 |
|
J.W. COLE ADVISORS INC. |
454 |
- |
2024-03-31 |
9,991 |
$643,000 |
-1,098 |
|
Engrave Wealth Partners LLC |
44 |
- |
2023-12-31 |
10,247 |
$607,000 |
-1,981 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1217 |
- |
2023-09-30 |
10,402 |
$541,000 |
-93 |
|
COLONIAL ASSET MANAGEMENT, INC. |
132 |
- |
2023-12-31 |
8,953 |
$530,000 |
-443 |
|
Samalin Investment Counsel LLC |
121 |
- |
2023-12-31 |
8,853 |
$524,000 |
-7,318 |
|
VERUS CAPITAL PARTNERS LLC |
197 |
- |
2024-03-31 |
7,493 |
$483,000 |
-1,597 |
|
Kovack Advisors Inc. |
264 |
- |
2024-03-31 |
7,148 |
$460,000 |
-26,564 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
295 |
- |
2024-03-31 |
7,113 |
$458,000 |
-3,405 |
|
Ameritas Advisory Services LLC |
448 |
- |
2023-12-31 |
7,675 |
$456,000 |
-1,132 |
|
Landmark Wealth Management LLC |
53 |
- |
2024-03-31 |
6,370 |
$410,000 |
-474 |
|
Equitable Holdings Inc. |
925 |
- |
2023-12-31 |
5,281 |
$313,000 |
-6,299 |
|
ACCREDITED INVESTORS INC. |
154 |
- |
2023-12-31 |
4,820 |
$286,000 |
-44 |
|
SUMMIT INVESTMENT ADVISORS INC |
1082 |
- |
2023-12-31 |
4,526 |
$268,000 |
-157 |
|
Gimbal Financial |
39 |
- |
2024-03-31 |
3,958 |
$255,000 |
-602 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
76 |
- |
2024-03-31 |
3,889 |
$250,000 |
-84 |
|
Family Investment Center Inc. |
73 |
- |
2024-03-31 |
3,814 |
$246,000 |
-276 |
|
ALBION FINANCIAL GROUP /UT |
169 |
- |
2024-03-31 |
3,625 |
$233,000 |
-1,675 |
|
Sawtooth Asset Management Inc. |
922 |
- |
2023-12-31 |
3,924 |
$232,000 |
-171 |
|
V Wealth ManagementLLC |
103 |
- |
2023-09-30 |
4,120 |
$214,000 |
-2,003 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
339 |
- |
2023-12-31 |
3,560 |
$211,000 |
-243 |
|
SALEM INVESTMENT COUNSELORS INC |
397 |
- |
2024-03-31 |
2,298 |
$148,000 |
-36 |
|
Global Wealth Strategies & Associates |
53 |
- |
2024-03-31 |
2,300 |
$148,000 |
-270 |
|
Larson Financial Group LLC |
594 |
- |
2024-03-31 |
1,192 |
$77,000 |
-255 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1249 |
- |
2024-03-31 |
858 |
$55,000 |
-21 |
|
Kozak & Associates Inc. |
130 |
- |
2023-12-31 |
896 |
$53,000 |
-213 |
|
PROEQUITIES INC. |
1467 |
- |
2024-03-31 |
354 |
$23,000 |
-301 |
|
Newbridge Financial Services Group Inc. |
610 |
- |
2024-03-31 |
301 |
$19,000 |
-80 |
|
Colonial Trust Co / SC |
671 |
- |
2023-12-31 |
250 |
$15,000 |
-1,243 |
|
|
73 Records found
|
1
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