|
Institutional
Holders
Total
Institutions:
|
169 2 |
|
Total
shares held :
|
7,239,233 |
|
% of shares
held :
|
31.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-539,110 |
|
% of shares
held change :
|
-2.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.52 |
|
Last
Quarter's Ending
Price :
|
$85.49 |
|
Last
Quarter's Average
Price :
|
$79.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.83 (18.67%) |
|
|
|
|
|
|
|
|
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 |
1379 |
- |
2023-12-31 |
850,029 |
$72,669,000 |
-61,132 |
|
RAYMOND JAMES & ASSOCIATES |
374 |
- |
2024-03-31 |
589,914 |
$58,272,000 |
11,388 |
|
WELLS FARGO & CO/MN |
686 |
- |
2023-12-31 |
585,280 |
$50,036,000 |
-75,307 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
265 |
- |
2023-12-31 |
448,276 |
$38,323,000 |
899 |
|
BANK OF AMERICA CORP /DE/ |
1335 |
- |
2023-12-31 |
446,118 |
$38,139,000 |
4,375 |
|
ROYAL BANK OF CANADA |
973 |
- |
2023-12-31 |
315,111 |
$26,938,000 |
-9,514 |
|
CFG ASSET MANAGEMENT LLC |
9 |
- |
2023-12-31 |
269,744 |
$23,060,000 |
-122,217 |
|
LPL FINANCIAL CORP |
847 |
- |
2023-12-31 |
250,178 |
$21,388,000 |
28,611 |
|
PROSPERA FINANCIAL SERVICES |
21 |
- |
2023-12-31 |
249,123 |
$21,298,000 |
-87,957 |
|
UBS Group AG |
1073 |
- |
2023-12-31 |
241,489 |
$20,645,000 |
17,597 |
|
GATEWAY ADVISORY, LLC |
4 |
- |
2023-12-31 |
206,002 |
$17,611,000 |
18,052 |
|
SAVANT CAPITAL MANAGEMENT INC |
91 |
- |
2023-12-31 |
179,204 |
$15,320,000 |
-5,873 |
|
JANNEY MONTGOMERY SCOTT LLC |
376 |
- |
2023-12-31 |
174,873 |
$14,950,000 |
-2,185 |
|
AMERIPRISE FINANCIAL INC |
1449 |
- |
2023-12-31 |
169,330 |
$14,476,000 |
-1,555 |
|
Strid Group LLC |
7 |
- |
2024-03-31 |
129,508 |
$12,793,000 |
-6,381 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
712 |
- |
2024-03-31 |
121,886 |
$12,040,000 |
-16,811 |
|
Advisor Group Holdings Inc. |
769 |
- |
2023-12-31 |
124,562 |
$10,649,000 |
-56,314 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
484 |
- |
2024-03-31 |
97,436 |
$9,625,000 |
-123,320 |
|
Rockefeller Capital Management L.P. |
489 |
- |
2023-12-31 |
103,960 |
$8,888,000 |
-4,487 |
|
ENVESTNET ASSET MANAGEMENT INC |
1542 |
- |
2023-12-31 |
100,027 |
$8,551,000 |
1,383 |
|
Goss Wealth Management LLC |
251 |
- |
2023-12-31 |
89,136 |
$7,692,000 |
-1,877 |
|
LJI Wealth Management LLC |
13 |
- |
2023-12-31 |
88,988 |
$7,608,000 |
209 |
|
J P MORGAN CHASE & CO |
2210 |
- |
2023-12-31 |
87,526 |
$7,483,000 |
3,368 |
|
STIFEL FINANCIAL CORP |
946 |
- |
2023-12-31 |
79,783 |
$6,821,000 |
4,731 |
|
WIN ADVISORS INC |
15 |
*New |
2024-03-31 |
62,444 |
$6,168,000 |
62,444 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
739 |
- |
2024-03-31 |
50,660 |
$5,004,000 |
2,934 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
27 |
- |
2023-12-31 |
48,392 |
$4,137,000 |
-3,140 |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT |
103 |
- |
2024-03-31 |
40,814 |
$4,032,000 |
-2,757 |
|
Tradition Wealth Management LLC |
55 |
- |
2023-12-31 |
44,895 |
$3,832,000 |
96 |
|
JBR Co Financial Management Inc |
7 |
- |
2023-12-31 |
39,532 |
$3,380,000 |
0 |
|
EP WEALTH ADVISORS, INC. |
203 |
- |
2023-12-31 |
38,323 |
$3,276,000 |
-307 |
|
MTM Investment Management LLC |
17 |
- |
2024-03-31 |
32,956 |
$3,255,000 |
0 |
|
Global Assets Advisory LLC |
118 |
- |
2024-03-31 |
314,224 |
$3,200,000 |
314,224 |
|
BB&T CORP |
1061 |
- |
2023-12-31 |
34,485 |
$2,948,000 |
-809 |
|
MERCER GLOBAL ADVISORS INC /ADV |
630 |
- |
2023-12-31 |
32,971 |
$2,819,000 |
-6,530 |
|
NATIONAL ASSET MANAGEMENT, INC. |
295 |
- |
2023-12-31 |
29,419 |
$2,515,000 |
-1,199 |
|
BLAIR WILLIAM & CO/IL |
631 |
- |
2023-12-31 |
27,950 |
$2,389,000 |
-1,150 |
|
PFG Investments LLC |
157 |
- |
2024-03-31 |
24,163 |
$2,387,000 |
9,585 |
|
G&S Capital LLC |
37 |
- |
2024-03-31 |
24,142 |
$2,385,000 |
-2,028 |
|
Milestone Advisory Partners |
20 |
- |
2023-09-30 |
30,825 |
$2,373,000 |
1,262 |
|
MorganRosel Wealth Management LLC |
26 |
- |
2024-03-31 |
23,409 |
$2,312,000 |
-931 |
|
Sovereign Financial Group Inc. |
30 |
- |
2024-03-31 |
21,400 |
$2,114,000 |
1 |
|
Private Advisory Group LLC |
70 |
- |
2023-12-31 |
24,174 |
$2,067,000 |
10,805 |
|
Lunt Capital Management Inc. |
25 |
- |
2024-03-31 |
20,027 |
$1,978,000 |
-1,039 |
|
Capital Investment Advisory Services LLC |
111 |
- |
2024-03-31 |
19,250 |
$1,902,000 |
21 |
|
DAVIDSON D A & CO |
518 |
- |
2023-12-31 |
21,967 |
$1,878,000 |
-1,679 |
|
RAYMOND JAMES TRUST CO |
332 |
- |
2024-03-31 |
18,183 |
$1,796,000 |
1,999 |
|
Forefront Analytics LLC |
28 |
- |
2023-12-31 |
19,404 |
$1,659,000 |
22 |
|
MML INVESTORS SERVICES LLC |
1111 |
- |
2023-12-31 |
18,798 |
$1,607,000 |
139 |
|
MGB Wealth Management LLC |
36 |
- |
2023-12-31 |
17,387 |
$1,487,000 |
0 |
|
Fort Point Capital Partners LLC |
75 |
- |
2023-12-31 |
17,129 |
$1,464,000 |
-811 |
|
AE Wealth Management LLC |
1016 |
- |
2023-12-31 |
16,731 |
$1,455,000 |
1,655 |
|
Snowden Capital Advisors LLC |
339 |
- |
2023-12-31 |
16,847 |
$1,440,000 |
600 |
|
Calton & Associates Inc. |
34 |
- |
2024-03-31 |
14,315 |
$1,414,000 |
32 |
|
Bridgewater Advisors Inc. |
70 |
- |
2023-12-31 |
14,735 |
$1,260,000 |
0 |
|
Rainsberger Wealth Advisors Inc. |
|
- |
2023-12-31 |
14,470 |
$1,237,000 |
-1,352 |
|
NBC SECURITIES INC. |
194 |
- |
2024-03-31 |
12,267 |
$1,211,000 |
858 |
|
Merit Financial Group LLC |
280 |
- |
2023-12-31 |
13,312 |
$1,138,000 |
1,489 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
11,698 |
$1,000,000 |
-1,068 |
|
MULTIFINANCIAL SECURITIES CORP |
774 |
- |
2023-12-31 |
11,643 |
$995,000 |
290 |
|
FINANCIAL NETWORK |
1389 |
- |
2023-12-31 |
11,428 |
$977,000 |
866 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
495 |
- |
2023-12-31 |
11,385 |
$973,000 |
-1,742 |
|
COMERICA BANK |
1560 |
- |
2023-12-31 |
10,979 |
$939,000 |
-3,500 |
|
Baird Financial Group Inc. |
1164 |
- |
2023-12-31 |
10,721 |
$917,000 |
-9 |
|
STEPHENS INC /AR/ |
560 |
- |
2023-12-31 |
10,494 |
$897,000 |
-446 |
|
Focus Financial Network Inc. |
293 |
- |
2024-03-31 |
8,440 |
$777,000 |
0 |
|
Steward Partners Investment Advisory LLC |
818 |
- |
2023-12-31 |
8,999 |
$769,000 |
-162 |
|
LINCOLN NATIONAL CORP |
521 |
- |
2023-12-31 |
8,988 |
$768,000 |
-337 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
368 |
- |
2023-12-31 |
8,680 |
$742,000 |
0 |
|
SCOTIA CAPITAL INC. |
514 |
- |
2023-12-31 |
8,483 |
$725,000 |
-9 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
376 |
- |
2023-12-31 |
8,444 |
$722,000 |
0 |
|
Kestra Advisory Services LLC |
1317 |
- |
2023-12-31 |
8,180 |
$699,000 |
-3,173 |
|
Cetera Investment Advisers |
1321 |
- |
2023-12-31 |
8,017 |
$685,000 |
-882 |
|
Private Advisor Group LLC |
1328 |
- |
2023-12-31 |
7,516 |
$643,000 |
245 |
|
CITADEL ADVISORS LLC |
3351 |
- |
2023-12-31 |
7,504 |
$642,000 |
522 |
|
IFP Advisors Inc |
497 |
- |
2023-12-31 |
7,300 |
$624,000 |
2,667 |
|
WMS PARTNERS, LLC |
132 |
- |
2023-12-31 |
7,125 |
$609,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
6,945 |
$594,000 |
-260 |
|
CREATIVE PLANNING |
1596 |
- |
2023-12-31 |
6,752 |
$577,000 |
182 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
535 |
- |
2023-12-31 |
6,642 |
$568,000 |
0 |
|
FMR LLC |
2524 |
- |
2023-12-31 |
6,126 |
$524,000 |
626 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
294 |
- |
2023-12-31 |
6,061 |
$518,000 |
176 |
|
Stratos Wealth Partners LTD. |
872 |
- |
2024-03-31 |
5,146 |
$508,000 |
4 |
|
Eagle Bay Advisors LLC |
53 |
- |
2023-12-31 |
5,761 |
$493,000 |
0 |
|
EPG Wealth Management LLC |
160 |
- |
2023-12-31 |
5,444 |
$490,000 |
1 |
|
Cyndeo Wealth Partners LLC |
262 |
- |
2024-03-31 |
4,924 |
$486,000 |
-5,325 |
|
WealthBridge Capital Management LLC |
91 |
- |
2023-12-31 |
5,622 |
$481,000 |
0 |
|
PRIVATE TRUST CO NA |
397 |
- |
2024-03-31 |
4,578 |
$452,000 |
0 |
|
Prosperity Financial Group Inc. |
71 |
- |
2023-12-31 |
5,157 |
$441,000 |
6 |
|
Atria Wealth Solutions Inc. |
1271 |
- |
2023-12-31 |
5,133 |
$439,000 |
1 |
|
Principle Wealth Partners LLC |
236 |
- |
2024-03-31 |
4,395 |
$434,000 |
0 |
|
TKG Advisors LLC |
64 |
- |
2023-12-31 |
4,991 |
$427,000 |
-44 |
|
Spire Wealth Management |
569 |
- |
2024-03-31 |
4,264 |
$421,000 |
200 |
|
CIBC WORLD MARKETS INC. |
900 |
- |
2023-12-31 |
4,896 |
$419,000 |
0 |
|
NWAM LLC |
370 |
- |
2023-12-31 |
4,809 |
$411,000 |
-123 |
|
COLONY GROUP, LLC |
614 |
*New |
2023-12-31 |
4,739 |
$405,000 |
4,739 |
|
STRATEGY ASSET MANAGERS LLC |
152 |
- |
2024-03-31 |
4,047 |
$400,000 |
135 |
|
Trinity Wealth Management LLC |
35 |
- |
2024-03-31 |
3,907 |
$386,000 |
0 |
|
Consolidated Planning Corp |
112 |
- |
2023-12-31 |
4,415 |
$377,000 |
0 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
282 |
- |
2023-12-31 |
4,392 |
$375,000 |
702 |
|
|
100 Records found
|
1
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