|
Institutional
Holders
Total
Institutions:
|
117 4 |
|
Total
shares held :
|
8,550,160 |
|
% of shares
held :
|
61.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-513,361 |
|
% of shares
held change :
|
-3.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.35 |
|
Last
Quarter's Ending
Price :
|
$39.89 |
|
Last
Quarter's Average
Price :
|
$37.69 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.30 (8.76%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
295 |
- |
2023-12-31 |
2,395,020 |
$95,537,000 |
-39,365 |
|
Flaharty Asset Management LLC |
6 |
- |
2023-12-31 |
752,530 |
$30,018,000 |
3,466 |
|
MORGAN STANLEY |
2380 |
- |
2023-12-31 |
661,548 |
$26,389,000 |
-64,621 |
|
Atlas Private Wealth Advisors |
10 |
- |
2023-12-31 |
482,826 |
$19,260,000 |
-454,845 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
539 |
- |
2024-03-31 |
428,518 |
$18,242,000 |
26,625 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
40 |
- |
2023-12-31 |
431,916 |
$17,229,000 |
8,117 |
|
BANK OF AMERICA CORP /DE/ |
2194 |
- |
2023-12-31 |
305,777 |
$12,197,000 |
-14,807 |
|
ROYAL BANK OF CANADA |
1414 |
- |
2023-12-31 |
269,962 |
$10,769,000 |
25,584 |
|
RAYMOND JAMES & ASSOCIATES |
1159 |
- |
2024-03-31 |
231,994 |
$9,876,000 |
-6,704 |
|
Atria Wealth Solutions Inc. |
199 |
- |
2023-12-31 |
206,780 |
$8,248,000 |
1,200 |
|
WELLS FARGO & CO/MN |
1755 |
- |
2023-12-31 |
166,296 |
$6,634,000 |
838 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1057 |
- |
2023-12-31 |
129,253 |
$5,156,000 |
-12,411 |
|
CITIZENS FINANCIAL GROUP INC/RI |
114 |
- |
2023-12-31 |
117,257 |
$4,677,000 |
-344 |
|
Focus Financial Network Inc. |
82 |
- |
2024-03-31 |
113,451 |
$4,594,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
121 |
- |
2023-12-31 |
112,613 |
$4,492,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
112 |
- |
2023-12-31 |
112,530 |
$4,489,000 |
309 |
|
Rockefeller Capital Management L.P. |
667 |
- |
2023-12-31 |
110,253 |
$4,398,000 |
-206 |
|
CITIGROUP INC |
1189 |
*New |
2023-12-31 |
105,915 |
$4,225,000 |
105,915 |
|
UBS Group AG |
2318 |
- |
2023-12-31 |
86,290 |
$3,442,000 |
-10,468 |
|
Stratos Wealth Partners LTD. |
310 |
- |
2024-03-31 |
78,677 |
$3,349,000 |
62,475 |
|
Advisor Group Holdings Inc. |
1565 |
- |
2023-12-31 |
72,508 |
$2,892,000 |
-47,212 |
|
Baird Financial Group Inc. |
859 |
- |
2023-12-31 |
64,439 |
$2,570,000 |
78 |
|
TD Waterhouse Canada Inc. |
299 |
- |
2023-12-31 |
61,802 |
$2,442,000 |
1,339 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
55,376 |
$2,209,000 |
1,107 |
|
Equitable Holdings Inc. |
401 |
- |
2023-12-31 |
51,913 |
$2,071,000 |
360 |
|
Capital Advisory Group Advisory Services LLC |
31 |
- |
2024-03-31 |
48,143 |
$2,049,000 |
784 |
|
MARINER WEALTH ADVISORS, LLC |
1059 |
- |
2023-12-31 |
50,045 |
$1,996,000 |
6,981 |
|
Change Path LLC |
162 |
- |
2023-12-31 |
48,057 |
$1,917,000 |
37,292 |
|
EUDAIMONIA ADVISORS LLC |
27 |
- |
2024-03-31 |
43,234 |
$1,840,000 |
4,063 |
|
MML INVESTORS SERVICES LLC |
1042 |
- |
2023-12-31 |
46,113 |
$1,839,000 |
4,441 |
|
MCCORMACK ADVISORS INTERNATIONAL |
317 |
- |
2023-12-31 |
42,870 |
$1,710,000 |
-9,770 |
|
Steward Partners Investment Advisory LLC |
547 |
- |
2023-12-31 |
42,159 |
$1,682,000 |
818 |
|
Kestra Advisory Services LLC |
883 |
- |
2023-12-31 |
41,381 |
$1,651,000 |
-1,907 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
90 |
- |
2023-12-31 |
40,480 |
$1,615,000 |
-130 |
|
HIGHTOWER ADVISORS, LLC |
1537 |
- |
2023-12-31 |
39,418 |
$1,573,000 |
4,233 |
|
FINANCIAL NETWORK |
1153 |
- |
2023-12-31 |
35,386 |
$1,412,000 |
1,964 |
|
Private Advisor Group LLC |
968 |
- |
2023-12-31 |
32,866 |
$1,311,000 |
5,092 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1540 |
- |
2024-03-31 |
30,691 |
$1,307,000 |
-2,868 |
|
H D Vest Advisory Services |
659 |
- |
2023-12-31 |
29,224 |
$1,166,000 |
-39,497 |
|
Koshinski Asset Management Inc. |
165 |
- |
2023-12-31 |
28,340 |
$1,130,000 |
14,170 |
|
Strategies Wealth Advisors LLC |
39 |
- |
2024-03-31 |
23,380 |
$995,000 |
16 |
|
Fort Point Capital Partners LLC |
104 |
- |
2023-12-31 |
22,957 |
$916,000 |
23 |
|
J P MORGAN CHASE & CO |
3418 |
- |
2023-12-31 |
20,829 |
$831,000 |
6,723 |
|
CFS Investment Advisory Services LLC |
87 |
- |
2023-12-31 |
19,039 |
$759,000 |
4,933 |
|
FLAGSHIP HARBOR ADVISORS LLC |
290 |
- |
2024-03-31 |
17,709 |
$754,000 |
530 |
|
Steel Peak Wealth Management LLC |
243 |
- |
2024-03-31 |
17,283 |
$736,000 |
-12,227 |
|
HTLF Bank |
117 |
- |
2024-03-31 |
16,000 |
$681,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1861 |
- |
2023-12-31 |
16,450 |
$658,000 |
54 |
|
BANK OF NEW YORK MELLON CORP |
3363 |
- |
2024-03-31 |
14,012 |
$596,000 |
-2 |
|
DUBUQUE BANK & TRUST CO |
122 |
- |
2023-09-30 |
16,000 |
$584,000 |
0 |
|
WAGNER CAPITAL MANAGEMENT CORP |
196 |
- |
2024-03-31 |
13,631 |
$580,000 |
-601 |
|
Bond & Devick Financial Network Inc. |
63 |
- |
2024-03-31 |
13,561 |
$577,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1668 |
- |
2023-12-31 |
13,797 |
$550,000 |
-27 |
|
ENVESTNET ASSET MANAGEMENT INC |
3267 |
- |
2023-12-31 |
13,492 |
$538,000 |
1,999 |
|
BROWN ADVISORY HOLDINGS INC |
934 |
- |
2024-03-31 |
12,191 |
$519,000 |
0 |
|
DEUTSCHE BANK AG |
2285 |
- |
2023-12-31 |
12,915 |
$515,000 |
-243 |
|
ADVISORY SERVICES NETWORK, LLC |
903 |
- |
2023-12-31 |
12,211 |
$487,000 |
-45 |
|
EP WEALTH ADVISORS, INC. |
515 |
- |
2023-12-31 |
10,875 |
$434,000 |
-7,470 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
3130 |
- |
2023-12-31 |
10,560 |
$421,000 |
-1,135 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1683 |
- |
2024-03-31 |
9,861 |
$420,000 |
-3,993 |
|
Goss Wealth Management LLC |
1410 |
- |
2023-12-31 |
9,756 |
$389,000 |
1,875 |
|
Revisor Wealth Management LLC |
142 |
*New |
2024-03-31 |
9,328 |
$385,000 |
9,328 |
|
CREATIVE PLANNING |
1939 |
- |
2023-12-31 |
9,119 |
$364,000 |
14 |
|
Good Life Advisors LLC |
300 |
- |
2023-12-31 |
8,797 |
$351,000 |
-594 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
8,522 |
$340,000 |
18 |
|
STIFEL FINANCIAL CORP |
2774 |
- |
2023-12-31 |
8,390 |
$335,000 |
-567 |
|
IHT Wealth Management LLC |
727 |
*New |
2023-12-31 |
8,361 |
$334,000 |
8,361 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1323 |
- |
2023-12-31 |
8,358 |
$333,000 |
6,353 |
|
United Advisor Group LLC |
43 |
- |
2023-12-31 |
8,349 |
$333,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2137 |
- |
2023-12-31 |
8,318 |
$332,000 |
-1,258 |
|
Connecticut Wealth Management LLC |
258 |
- |
2023-12-31 |
8,025 |
$320,000 |
0 |
|
Integrated Wealth Concepts LLC |
1260 |
- |
2023-12-31 |
7,449 |
$297,000 |
-21,046 |
|
Key Financial Inc |
177 |
- |
2023-12-31 |
2,849 |
$294,000 |
1,245 |
|
NEW ENGLAND GUILD WEALTH ADVISORS INC. |
58 |
- |
2022-12-31 |
8,025 |
$293,000 |
0 |
|
PRIVATE TRUST CO NA |
521 |
- |
2024-03-31 |
6,822 |
$290,000 |
-45 |
|
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC |
118 |
- |
2023-12-31 |
7,216 |
$288,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1456 |
- |
2023-12-31 |
7,033 |
$281,000 |
-115 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1696 |
- |
2023-12-31 |
6,552 |
$261,000 |
-834 |
|
CARRET ASSET MANAGEMENT |
234 |
- |
2024-03-31 |
6,000 |
$255,000 |
0 |
|
FIRST MANHATTAN CO |
598 |
- |
2023-12-31 |
6,400 |
$255,000 |
0 |
|
Laurel Wealth Advisors Inc. |
562 |
- |
2022-12-31 |
6,816 |
$249,000 |
-300 |
|
WELCH & FORBES LLC |
346 |
- |
2023-12-31 |
6,178 |
$246,000 |
0 |
|
Rodgers & Associates LTD |
80 |
- |
2023-12-31 |
5,894 |
$235,000 |
0 |
|
XML Financial LLC |
297 |
- |
2023-12-31 |
5,872 |
$234,000 |
25 |
|
Northwest Financial Advisors |
85 |
- |
2023-12-31 |
5,471 |
$218,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
2062 |
- |
2023-12-31 |
5,253 |
$210,000 |
-5,196 |
|
ESSEX FINANCIAL SERVICES INC |
502 |
- |
2024-03-31 |
4,900 |
$209,000 |
-1,200 |
|
Financial Guidance Group Inc. |
|
*New |
2023-12-31 |
5,120 |
$204,000 |
5,120 |
|
Truvestments Capital LLC |
210 |
- |
2023-12-31 |
4,894 |
$195,000 |
25 |
|
HANSON MCCLAIN, INC. |
812 |
- |
2024-03-31 |
4,254 |
$181,000 |
7 |
|
Annapolis Financial Services LLC |
95 |
- |
2024-03-31 |
4,000 |
$170,000 |
0 |
|
Farther Finance Advisors LLC |
631 |
- |
2023-12-31 |
3,991 |
$159,000 |
0 |
|
Aptus Capital Advisors LLC |
572 |
- |
2023-12-31 |
3,920 |
$156,000 |
0 |
|
Capital Investment Advisory Services LLC |
530 |
- |
2024-03-31 |
3,058 |
$130,000 |
0 |
|
COMERICA BANK |
2417 |
- |
2023-12-31 |
3,174 |
$127,000 |
0 |
|
Salomon & Ludwin LLC |
209 |
- |
2023-12-31 |
3,236 |
$118,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2509 |
- |
2023-12-31 |
2,871 |
$115,000 |
-160 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
266 |
- |
2023-12-31 |
2,520 |
$101,000 |
0 |
|
NBC SECURITIES INC. |
1034 |
- |
2024-03-31 |
1,650 |
$71,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
400 |
- |
2024-03-31 |
1,512 |
$64,000 |
0 |
|
|
100 Records found
|
1
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