|
Institutional
Holders
Total
Institutions:
|
53 4 |
|
Total
shares held :
|
4,159,903 |
|
% of shares
held :
|
46.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
247,267 |
|
% of shares
held change :
|
2.75% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.61 |
|
Last
Quarter's Ending
Price :
|
$40.99 |
|
Last
Quarter's Average
Price :
|
$38.11 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.39 (22.02%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AMERIPRISE FINANCIAL INC |
906 |
- |
2024-03-31 |
868,459 |
$40,500,000 |
29,092 |
|
Geneos Wealth Management Inc. |
35 |
- |
2024-03-31 |
260,156 |
$12,131,000 |
-34,557 |
|
Lunt Capital Management Inc. |
2 |
- |
2024-03-31 |
233,906 |
$10,907,000 |
-7,103 |
|
Financial Enhancement Group LLC |
16 |
- |
2024-03-31 |
239,237 |
$10,859,000 |
2,218 |
|
ENZI WEALTH |
6 |
- |
2024-03-31 |
235,563 |
$10,589,000 |
-18,070 |
|
Ergawealth Advisors Inc. |
8 |
- |
2024-03-31 |
219,037 |
$10,214,000 |
2,833 |
|
Advisor Group Holdings Inc. |
777 |
- |
2024-03-31 |
174,557 |
$8,139,000 |
-179,835 |
|
Centric Wealth Management |
5 |
- |
2024-03-31 |
181,883 |
$8,076,000 |
-5,156 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
488 |
- |
2024-03-31 |
154,794 |
$7,218,000 |
6,781 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
563 |
- |
2024-03-31 |
152,496 |
$7,111,000 |
-9,219 |
|
Equitable Holdings Inc. |
207 |
- |
2024-03-31 |
132,610 |
$6,184,000 |
23,153 |
|
LPL FINANCIAL CORP |
1632 |
- |
2024-03-31 |
130,622 |
$6,091,000 |
6,044 |
|
Clarus Group Inc. |
7 |
- |
2024-03-31 |
126,805 |
$5,913,000 |
-4,098 |
|
Gallagher Fiduciary Advisors LLC |
26 |
- |
2024-03-31 |
109,658 |
$5,113,000 |
3,886 |
|
Financial Designs Corp |
11 |
*New |
2024-03-31 |
98,099 |
$4,574,000 |
98,099 |
|
Prostatis Group LLC |
15 |
- |
2023-03-31 |
93,618 |
$3,243,000 |
-37,428 |
|
ADVISORY SERVICES NETWORK, LLC |
333 |
- |
2024-03-31 |
66,534 |
$3,102,000 |
-13,414 |
|
Gallagher Benefit Services Inc. |
26 |
- |
2022-12-31 |
85,947 |
$3,022,000 |
0 |
|
F3Logic LLC |
26 |
*New |
2022-12-31 |
85,947 |
$3,022,000 |
85,947 |
|
ATRIA INVESTMENTS LLC |
457 |
*New |
2023-12-31 |
71,996 |
$2,951,000 |
71,996 |
|
Alpha Financial Partners LLC |
9 |
- |
2024-03-31 |
62,811 |
$2,929,000 |
-2,874 |
|
Burt Wealth Advisors |
24 |
- |
2024-03-31 |
52,887 |
$2,466,000 |
4,235 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1534 |
- |
2024-03-31 |
52,452 |
$2,446,000 |
4,174 |
|
Pensionmark Financial Group LLC |
77 |
*New |
2024-03-31 |
47,903 |
$2,234,000 |
47,903 |
|
GeoWealth Management LLC |
163 |
- |
2024-03-31 |
47,582 |
$2,219,000 |
-9,881 |
|
WEALTH BUILDERS |
62 |
- |
2024-03-31 |
43,405 |
$2,024,000 |
-10,376 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1406 |
- |
2024-03-31 |
33,934 |
$1,582,000 |
5,454 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2089 |
- |
2024-03-31 |
32,212 |
$1,502,000 |
1,274 |
|
CLS INVESTMENT FIRM LLC |
687 |
- |
2022-12-31 |
32,575 |
$1,145,000 |
255 |
|
LEAVELL T & ASSOCIATES INC |
247 |
- |
2024-03-31 |
24,234 |
$1,130,000 |
6,886 |
|
Edge Financial Advisors LLC |
31 |
- |
2024-03-31 |
23,917 |
$1,128,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2226 |
- |
2024-03-31 |
21,124 |
$985,000 |
-222 |
|
Belpointe Asset Management LLC |
286 |
- |
2024-03-31 |
20,000 |
$933,000 |
12,760 |
|
FINANCIAL NETWORK |
1619 |
- |
2024-03-31 |
16,567 |
$773,000 |
-50 |
|
Integrated Advisors Network LLC |
378 |
- |
2024-03-31 |
14,588 |
$680,000 |
-3,904 |
|
Good Life Advisors LLC |
222 |
- |
2024-03-31 |
12,429 |
$580,000 |
-240 |
|
INTL FCSTONE INC. |
210 |
- |
2024-03-31 |
11,274 |
$526,000 |
725 |
|
ENVESTNET ASSET MANAGEMENT INC |
3375 |
- |
2024-03-31 |
11,176 |
$521,000 |
11,176 |
|
MML INVESTORS SERVICES LLC |
1809 |
- |
2024-03-31 |
10,167 |
$474,000 |
10,167 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
496 |
- |
2024-03-31 |
9,841 |
$459,000 |
880 |
|
Palumbo Wealth Management LLC |
81 |
- |
2024-03-31 |
9,658 |
$450,000 |
477 |
|
SILVER OAK SECURITIES Inc |
245 |
- |
2024-03-31 |
9,121 |
$425,000 |
-31,288 |
|
Chicago Wealth Management Inc. |
40 |
- |
2024-03-31 |
8,443 |
$394,000 |
-581 |
|
RAYMOND JAMES & ASSOCIATES |
3180 |
- |
2024-03-31 |
8,301 |
$387,000 |
-68 |
|
Cornerstone Wealth Management LLC |
414 |
- |
2024-03-31 |
7,156 |
$334,000 |
-579 |
|
Atria Wealth Solutions Inc. |
1652 |
- |
2024-03-31 |
5,440 |
$254,000 |
79 |
|
Steward Partners Investment Advisory LLC |
1734 |
- |
2024-03-31 |
2,263 |
$106,000 |
-1,944 |
|
ROYAL BANK OF CANADA |
4663 |
- |
2024-03-31 |
1,885 |
$88,000 |
-4,808 |
|
FMR LLC |
3699 |
*New |
2024-03-31 |
603 |
$28,000 |
603 |
|
SIMPLEX TRADING LLC |
1774 |
*New |
2024-03-31 |
305 |
$14,000 |
305 |
|
Goss Wealth Management LLC |
2830 |
- |
2024-03-31 |
231 |
$11,000 |
0 |
|
UBS Group AG |
6007 |
- |
2024-03-31 |
221 |
$10,000 |
-159 |
|
Qube Research & Technologies Ltd |
3283 |
- |
2024-03-31 |
205 |
$10,000 |
-158 |
|
VisionPoint Advisory Group LLC |
485 |
- |
2024-03-31 |
180 |
$8,000 |
0 |
|
Aspire Private Capital LLC |
466 |
- |
2024-03-31 |
137 |
$6,000 |
-4 |
|
Aptus Capital Advisors LLC |
1055 |
*New |
2024-03-31 |
125 |
$6,000 |
125 |
|
Frazier Financial Advisors LLC |
551 |
- |
2024-03-31 |
120 |
$6,000 |
-664 |
|
Caitlin John LLC |
778 |
- |
2023-12-31 |
19 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3550 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6111 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,452 |
|
TUCKER ASSET MANAGEMENT LLC |
1010 |
*Closed |
2023-12-31 |
0 |
$0 |
-254 |
|
GREAT VALLEY ADVISOR GROUP INC. |
773 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,446 |
|
Empire Financial Management Company LLC |
209 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,859 |
|
FLOW TRADERS U.S. LLC |
983 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,651 |
|
Visionary Wealth Advisors |
501 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,734 |
|
HARBOUR INVESTMENTS INC. |
3224 |
- |
2023-12-31 |
8 |
$0 |
0 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,911 |
|
|
67 Records found
|
1
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