|
Institutional
Holders
Total
Institutions:
|
149 1 |
|
Total
shares held :
|
23,679,580 |
|
% of shares
held :
|
67.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-5,509,360 |
|
% of shares
held change :
|
-15.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.29 |
|
Last
Quarter's Ending
Price :
|
$18.46 |
|
Last
Quarter's Average
Price :
|
$17.12 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.83 (4.83%) |
|
|
|
|
|
|
|
|
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 |
1366 |
- |
2023-12-31 |
4,024,340 |
$74,279,000 |
-353,531 |
|
LPL FINANCIAL CORP |
512 |
- |
2023-12-31 |
2,599,455 |
$47,979,000 |
125,210 |
|
WELLS FARGO & CO/MN |
883 |
- |
2023-12-31 |
1,586,682 |
$29,286,000 |
-126,841 |
|
UBS Group AG |
977 |
- |
2023-12-31 |
1,406,975 |
$25,969,000 |
-82,586 |
|
Kaye Capital Management |
4 |
- |
2024-03-31 |
986,302 |
$18,286,000 |
-29,363 |
|
Kestra Advisory Services LLC |
165 |
- |
2023-12-31 |
854,979 |
$15,781,000 |
-17,268 |
|
BANK OF AMERICA CORP /DE/ |
2021 |
- |
2023-12-31 |
809,097 |
$14,934,000 |
-168,057 |
|
Advisor Group Holdings Inc. |
666 |
- |
2023-12-31 |
707,373 |
$13,058,000 |
374,728 |
|
Strategic Wealth Partners Ltd. |
9 |
- |
2023-03-31 |
716,893 |
$12,782,000 |
131,868 |
|
AMERIPRISE FINANCIAL INC |
1687 |
- |
2023-12-31 |
577,602 |
$10,645,000 |
33,625 |
|
JANE STREET GROUP LLC |
907 |
- |
2023-12-31 |
549,794 |
$10,148,000 |
266,846 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
788 |
- |
2023-12-31 |
488,961 |
$9,025,000 |
-453,330 |
|
Garden State Investment Advisory Services LLC |
4 |
- |
2023-12-31 |
470,862 |
$8,691,000 |
-5,972 |
|
Eagle Strategies LLC |
|
- |
2023-12-31 |
390,805 |
$7,213,000 |
-903,597 |
|
RAYMOND JAMES & ASSOCIATES |
1314 |
- |
2023-12-31 |
378,055 |
$6,978,000 |
13,141 |
|
Ronna Sue Cohen |
4 |
- |
2023-12-31 |
362,765 |
$6,696,000 |
5,497 |
|
FTB Advisors Inc. |
130 |
- |
2023-12-31 |
339,838 |
$6,273,000 |
-41,599 |
|
ENVESTNET ASSET MANAGEMENT INC |
1791 |
- |
2023-12-31 |
313,071 |
$5,779,000 |
-41,266 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1032 |
*New |
2023-12-31 |
308,348 |
$5,691,000 |
308,348 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
524 |
- |
2023-12-31 |
289,756 |
$5,348,000 |
-30,969 |
|
ROYAL BANK OF CANADA |
1836 |
- |
2023-12-31 |
289,733 |
$5,347,000 |
-137 |
|
FIRST AMERICAN TRUST CO |
58 |
- |
2023-12-31 |
287,119 |
$5,300,000 |
-24,614 |
|
Parcion Private Wealth LLC |
|
- |
2023-12-31 |
262,976 |
$4,854,000 |
-3,566,146 |
|
OHE FINANCIAL INC |
35 |
- |
2023-12-31 |
225,775 |
$4,167,000 |
-2,967 |
|
MML INVESTORS SERVICES LLC |
691 |
- |
2023-12-31 |
222,686 |
$4,110,000 |
-144,168 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1226 |
- |
2023-12-31 |
211,403 |
$3,902,000 |
-3,139 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
130 |
- |
2023-12-31 |
211,023 |
$3,895,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
1138 |
- |
2023-12-31 |
183,052 |
$3,378,000 |
-99,459 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
941 |
- |
2023-12-31 |
169,657 |
$3,131,000 |
-37,282 |
|
Morton Capital Management LLC/CA |
15 |
- |
2024-03-31 |
164,344 |
$3,047,000 |
516 |
|
Equitable Holdings Inc. |
322 |
- |
2023-12-31 |
154,766 |
$2,857,000 |
17,098 |
|
CITADEL ADVISORS LLC |
2050 |
- |
2023-12-31 |
149,735 |
$2,764,000 |
-89,188 |
|
ATRIA INVESTMENTS LLC |
481 |
- |
2023-12-31 |
147,957 |
$2,731,000 |
15,619 |
|
MARINER WEALTH ADVISORS, LLC |
931 |
- |
2023-12-31 |
143,863 |
$2,655,000 |
-15,942 |
|
Lakeview Capital Partners LLC |
49 |
- |
2023-12-31 |
143,375 |
$2,646,000 |
23,928 |
|
Private Advisor Group LLC |
664 |
- |
2023-12-31 |
138,544 |
$2,557,000 |
43,783 |
|
CREATIVE PLANNING |
871 |
- |
2023-12-31 |
122,955 |
$2,269,000 |
-3,516 |
|
IFG Advisory LLC |
170 |
- |
2023-12-31 |
114,611 |
$2,115,000 |
-14,025 |
|
AJ WEALTH STRATEGIES LLC |
97 |
- |
2023-06-30 |
107,617 |
$1,942,000 |
-1,368 |
|
AAFCPAs Wealth Management LLC |
13 |
- |
2023-12-31 |
105,137 |
$1,941,000 |
-19,538 |
|
Integrated Wealth Concepts LLC |
493 |
- |
2023-12-31 |
104,695 |
$1,932,000 |
27,316 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
95 |
- |
2023-06-30 |
104,249 |
$1,882,000 |
-50,843 |
|
J P MORGAN CHASE & CO |
3008 |
- |
2023-12-31 |
99,748 |
$1,841,000 |
88,784 |
|
Goss Wealth Management LLC |
690 |
- |
2023-12-31 |
98,915 |
$1,818,000 |
-8,775 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
819 |
- |
2023-09-30 |
94,986 |
$1,587,000 |
-690 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
84,389 |
$1,558,000 |
-9,172 |
|
OLD MISSION CAPITAL LLC |
339 |
- |
2023-12-31 |
79,205 |
$1,462,000 |
-11,801 |
|
H D Vest Advisory Services |
597 |
- |
2023-12-31 |
79,038 |
$1,459,000 |
10,798 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
141 |
- |
2023-12-31 |
78,635 |
$1,451,000 |
1,704 |
|
TFG Advisers LLC |
51 |
- |
2023-12-31 |
76,285 |
$1,408,000 |
827 |
|
Brandywine Oak Private Wealth LLC |
71 |
- |
2023-12-31 |
76,043 |
$1,404,000 |
0 |
|
CHEVIOT VALUE MANAGEMENT, INC. |
37 |
- |
2023-12-31 |
73,121 |
$1,350,000 |
16,426 |
|
MERCER GLOBAL ADVISORS INC /ADV |
869 |
- |
2023-12-31 |
71,405 |
$1,318,000 |
-72 |
|
Accel Wealth Management |
47 |
- |
2024-03-31 |
68,529 |
$1,271,000 |
10,380 |
|
Virginia National Bank |
5 |
- |
2023-09-30 |
72,605 |
$1,213,000 |
-469 |
|
Continuum Advisory LLC |
152 |
- |
2023-12-31 |
65,106 |
$1,202,000 |
-2,270 |
|
Capital Investment Advisors LLC |
267 |
- |
2024-03-31 |
61,956 |
$1,149,000 |
-1,072 |
|
Northeast Financial Consultants Inc |
139 |
- |
2023-12-31 |
61,943 |
$1,143,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
731 |
- |
2023-12-31 |
60,768 |
$1,122,000 |
-323,634 |
|
Orion Portfolio Solutions LLC |
889 |
- |
2023-12-31 |
60,232 |
$1,122,000 |
16,017 |
|
H&H Retirement Design & Management INC |
28 |
- |
2023-12-31 |
61,468 |
$1,098,000 |
2,922 |
|
Southland Equity Partners LLC |
59 |
- |
2024-03-31 |
57,094 |
$1,059,000 |
-257 |
|
Cetera Investment Advisers |
1085 |
- |
2023-12-31 |
56,606 |
$1,045,000 |
19,762 |
|
FINANCIAL NETWORK |
1350 |
- |
2023-12-31 |
56,124 |
$1,036,000 |
3,171 |
|
Ahrens Investment Partners LLC |
43 |
- |
2023-03-31 |
54,677 |
$975,000 |
-22,135 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
157 |
- |
2023-12-31 |
51,969 |
$959,000 |
-3,310 |
|
Breakwater Capital Group |
97 |
- |
2024-03-31 |
49,867 |
$925,000 |
-225 |
|
GLOBALT Investments LLC / GA |
150 |
- |
2023-12-31 |
48,894 |
$902,000 |
0 |
|
Legacy Financial Advisors Inc. |
89 |
*New |
2023-12-31 |
47,671 |
$880,000 |
47,671 |
|
Merit Financial Group LLC |
348 |
- |
2023-12-31 |
47,191 |
$871,000 |
25,038 |
|
Principle Wealth Partners LLC |
168 |
- |
2023-12-31 |
44,751 |
$826,000 |
0 |
|
STIFEL FINANCIAL CORP |
2369 |
- |
2023-12-31 |
37,539 |
$693,000 |
-13,750 |
|
Stratos Wealth Partners LTD. |
761 |
- |
2024-03-31 |
36,822 |
$683,000 |
-92,260 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
35,988 |
$664,000 |
649 |
|
SANDY SPRING BANK |
|
*New |
2023-12-31 |
35,382 |
$653,000 |
35,382 |
|
Mutual Advisors LLC |
625 |
- |
2023-12-31 |
29,040 |
$536,000 |
300 |
|
Capital Advisors Ltd. LLC |
156 |
- |
2024-03-31 |
26,464 |
$491,000 |
52 |
|
Kingsview Wealth Management LLC |
647 |
- |
2023-12-31 |
25,432 |
$469,000 |
1,574 |
|
Alexander Randolph Advisory Inc. |
35 |
- |
2023-12-31 |
25,155 |
$464,000 |
0 |
|
CYNOSURE MANAGEMENT LLC |
124 |
- |
2023-12-31 |
24,523 |
$453,000 |
0 |
|
Trademark Financial Management LLC |
64 |
- |
2023-12-31 |
24,330 |
$449,000 |
0 |
|
DRIVE WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
22,748 |
$420,000 |
207 |
|
ESSEX FINANCIAL SERVICES INC |
336 |
- |
2023-12-31 |
22,272 |
$411,000 |
-9,180 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
50 |
- |
2023-12-31 |
21,868 |
$404,000 |
171 |
|
BIP Wealth LLC |
129 |
- |
2023-12-31 |
21,800 |
$402,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
759 |
- |
2023-12-31 |
19,999 |
$369,000 |
-46 |
|
JANNEY MONTGOMERY SCOTT LLC |
2089 |
- |
2023-12-31 |
19,836 |
$366,000 |
-1,784 |
|
CAPTRUST FINANCIAL ADVISORS |
1996 |
- |
2023-12-31 |
19,082 |
$352,000 |
-121 |
|
SimpliFi Inc. |
|
- |
2023-12-31 |
20,845 |
$348,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
444 |
- |
2023-12-31 |
18,586 |
$343,000 |
-2,438 |
|
COMERICA BANK |
2037 |
- |
2023-12-31 |
18,525 |
$342,000 |
-25,753 |
|
Western Wealth Management LLC |
522 |
- |
2023-12-31 |
18,392 |
$339,000 |
33 |
|
High Falls Advisors Inc |
74 |
- |
2023-12-31 |
17,503 |
$323,000 |
-2,670 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1045 |
- |
2023-12-31 |
16,635 |
$307,000 |
-10,511 |
|
PCG Wealth Advisors LLC |
86 |
- |
2024-03-31 |
16,010 |
$297,000 |
-3,013 |
|
Capital Analysts Inc. |
372 |
- |
2023-12-31 |
15,634 |
$289,000 |
3,310 |
|
HTLF Bank |
186 |
- |
2023-12-31 |
14,600 |
$269,000 |
0 |
|
SAXON INTERESTS INC. |
149 |
*New |
2024-03-31 |
14,315 |
$265,000 |
14,315 |
|
Rockefeller Capital Management L.P. |
1480 |
- |
2023-12-31 |
14,361 |
$265,000 |
229 |
|
GHP INVESTMENT ADVISORS INC |
|
- |
2023-12-31 |
14,194 |
$262,000 |
-1,881 |
|
|
100 Records found
|
1
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