|
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 :
|
|
|
6.83 (17.91%) |
|
|
|
|
|
|
|
|
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 |
950 |
- |
2023-12-31 |
839,367 |
$34,407,000 |
85,327 |
|
Advisor Group Holdings Inc. |
598 |
- |
2023-12-31 |
354,392 |
$14,527,000 |
-73,683 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
294,713 |
$12,080,000 |
-78,483 |
|
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 |
- |
2023-12-31 |
216,204 |
$8,862,000 |
-3,089 |
|
Centric Wealth Management |
5 |
*New |
2023-12-31 |
187,039 |
$8,030,000 |
187,039 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
563 |
- |
2024-03-31 |
152,496 |
$7,111,000 |
-9,219 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
493 |
- |
2023-12-31 |
148,013 |
$6,067,000 |
9,992 |
|
Clarus Group Inc. |
7 |
- |
2024-03-31 |
126,805 |
$5,913,000 |
-4,098 |
|
LPL FINANCIAL CORP |
1662 |
- |
2023-12-31 |
124,578 |
$5,106,000 |
-40,766 |
|
Financial Designs Corp |
11 |
*New |
2024-03-31 |
98,099 |
$4,574,000 |
98,099 |
|
Equitable Holdings Inc. |
239 |
- |
2023-12-31 |
109,457 |
$4,487,000 |
401 |
|
Gallagher Fiduciary Advisors LLC |
27 |
- |
2023-12-31 |
105,772 |
$4,336,000 |
26,644 |
|
ADVISORY SERVICES NETWORK, LLC |
280 |
- |
2023-12-31 |
79,948 |
$3,277,000 |
1,972 |
|
Prostatis Group LLC |
15 |
- |
2023-03-31 |
93,618 |
$3,243,000 |
-37,428 |
|
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 |
8 |
- |
2023-12-31 |
65,685 |
$2,692,000 |
-65,373 |
|
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 |
|
GeoWealth Management LLC |
108 |
- |
2023-12-31 |
57,463 |
$2,355,000 |
-42,766 |
|
WEALTH BUILDERS |
60 |
- |
2023-12-31 |
53,781 |
$2,204,000 |
-4,845 |
|
SILVER OAK SECURITIES Inc |
102 |
- |
2023-12-31 |
40,409 |
$1,656,000 |
27,364 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1406 |
- |
2024-03-31 |
33,934 |
$1,582,000 |
5,454 |
|
CITADEL ADVISORS LLC |
2539 |
*New |
2023-12-31 |
37,452 |
$1,535,000 |
37,452 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2457 |
- |
2023-12-31 |
30,938 |
$1,268,000 |
2,288 |
|
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. |
2222 |
- |
2023-12-31 |
21,346 |
$875,000 |
-1,415 |
|
Integrated Advisors Network LLC |
333 |
- |
2023-12-31 |
18,492 |
$758,000 |
-2,599 |
|
FINANCIAL NETWORK |
1637 |
- |
2023-12-31 |
16,617 |
$681,000 |
-5,818 |
|
Visionary Wealth Advisors |
295 |
- |
2023-12-31 |
13,734 |
$563,000 |
-15,687 |
|
Good Life Advisors LLC |
225 |
*New |
2023-12-31 |
12,669 |
$519,000 |
12,669 |
|
Palumbo Wealth Management LLC |
81 |
- |
2024-03-31 |
9,658 |
$450,000 |
477 |
|
INTL FCSTONE INC. |
210 |
- |
2023-12-31 |
10,549 |
$434,000 |
-7,161 |
|
RAYMOND JAMES & ASSOCIATES |
3180 |
- |
2024-03-31 |
8,301 |
$387,000 |
-68 |
|
Chicago Wealth Management Inc. |
33 |
- |
2023-12-31 |
9,024 |
$370,000 |
7 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
337 |
- |
2023-12-31 |
8,961 |
$367,000 |
12 |
|
Empire Financial Management Company LLC |
155 |
- |
2023-12-31 |
8,859 |
$363,000 |
68 |
|
Cornerstone Wealth Management LLC |
414 |
- |
2024-03-31 |
7,156 |
$334,000 |
-579 |
|
GREAT VALLEY ADVISOR GROUP INC. |
569 |
- |
2023-12-31 |
7,446 |
$305,000 |
-1,596 |
|
Belpointe Asset Management LLC |
520 |
*New |
2023-12-31 |
7,240 |
$297,000 |
7,240 |
|
ROYAL BANK OF CANADA |
4187 |
- |
2023-12-31 |
6,693 |
$274,000 |
-3,488 |
|
FLOW TRADERS U.S. LLC |
618 |
*New |
2023-12-31 |
5,651 |
$232,000 |
5,651 |
|
Atria Wealth Solutions Inc. |
1697 |
- |
2023-12-31 |
5,361 |
$220,000 |
-95 |
|
Steward Partners Investment Advisory LLC |
1433 |
- |
2023-12-31 |
4,207 |
$172,000 |
1,944 |
|
Frazier Financial Advisors LLC |
175 |
- |
2023-12-31 |
784 |
$32,000 |
0 |
|
UBS Group AG |
5890 |
- |
2023-12-31 |
380 |
$16,000 |
-1,542 |
|
Qube Research & Technologies Ltd |
3120 |
- |
2023-12-31 |
363 |
$15,000 |
0 |
|
SIMPLEX TRADING LLC |
1774 |
*New |
2024-03-31 |
305 |
$14,000 |
305 |
|
Goss Wealth Management LLC |
2866 |
- |
2023-12-31 |
231 |
$9,000 |
0 |
|
VisionPoint Advisory Group LLC |
447 |
- |
2023-12-31 |
180 |
$7,000 |
180 |
|
Aspire Private Capital LLC |
466 |
- |
2024-03-31 |
137 |
$6,000 |
-4 |
|
Caitlin John LLC |
778 |
- |
2023-12-31 |
19 |
$1,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3332 |
*Closed |
2023-12-31 |
0 |
$0 |
-62 |
|
Impact Partnership Wealth LLC |
834 |
*Closed |
2023-12-31 |
0 |
$0 |
-110 |
|
ENVESTNET ASSET MANAGEMENT INC |
4035 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,211 |
|
TUCKER ASSET MANAGEMENT LLC |
1010 |
*Closed |
2023-12-31 |
0 |
$0 |
-254 |
|
PROEQUITIES INC. |
5890 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
MML INVESTORS SERVICES LLC |
2513 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,036 |
|
HARBOUR INVESTMENTS INC. |
3224 |
- |
2023-12-31 |
8 |
$0 |
0 |
|
Tradition Wealth Management LLC |
1356 |
*Closed |
2023-12-31 |
0 |
$0 |
-348 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,911 |
|
|
67 Records found
|
1
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