| |
Institutional
Holders
Total
Institutions:
 |
131  7 |
|
|
Total
shares held :
|
5,321,145 |
|
|
% of shares
held :
|
44.68% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
26,066 |
|
|
% of shares
held change :
|
0.22% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$67.94 |
|
|
Last
Quarter's Ending
Price :
|
$77.70 |
|
|
Last
Quarter's Average
Price :
|
$72.19 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
16.56 (22.94%) |
|
|
|
|
|
|
|
|
|
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 |
448 |
- |
2023-12-31 |
753,568 |
$58,552,000 |
150,538 |
|
| MORGAN STANLEY |
1592 |
- |
2023-12-31 |
733,435 |
$56,988,000 |
5,697 |
|
| RAYMOND JAMES & ASSOCIATES |
519 |
- |
2024-03-31 |
400,466 |
$35,758,000 |
53,593 |
|
| BANK OF AMERICA CORP /DE/ |
1510 |
- |
2023-12-31 |
379,231 |
$29,466,000 |
2,613 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
333 |
- |
2024-03-31 |
167,295 |
$14,938,000 |
6,781 |
|
| ROYAL BANK OF CANADA |
1525 |
- |
2023-12-31 |
113,936 |
$8,853,000 |
1,199 |
|
| GOLDMAN SACHS GROUP INC/ |
2314 |
- |
2023-12-31 |
90,362 |
$7,021,000 |
362 |
|
| Kestra Advisory Services LLC |
395 |
- |
2023-12-31 |
77,986 |
$6,059,000 |
11,315 |
|
| Cornerstone Wealth Management LLC |
53 |
- |
2024-03-31 |
58,129 |
$5,190,000 |
908 |
|
| Mill Creek Capital Advisors LLC |
54 |
- |
2023-12-31 |
55,088 |
$4,280,000 |
8,618 |
|
| Advisor Group Holdings Inc. |
1478 |
- |
2023-12-31 |
42,773 |
$3,324,000 |
3,215 |
|
| Rockefeller Capital Management L.P. |
756 |
- |
2023-12-31 |
41,969 |
$3,261,000 |
3,163 |
|
| Spire Wealth Management |
205 |
- |
2024-03-31 |
32,178 |
$2,873,000 |
2,933 |
|
| Stratos Wealth Partners LTD. |
388 |
- |
2024-03-31 |
27,412 |
$2,448,000 |
1,772 |
|
| Ullmann Financial Group Inc. |
33 |
- |
2023-12-31 |
25,992 |
$2,020,000 |
7 |
|
| Equitable Holdings Inc. |
461 |
- |
2023-12-31 |
20,973 |
$1,630,000 |
4 |
|
| Integrated Wealth Concepts LLC |
596 |
- |
2023-12-31 |
18,131 |
$1,409,000 |
287 |
|
| Apollon Wealth Management LLC |
368 |
- |
2024-03-31 |
15,750 |
$1,406,000 |
366 |
|
| Geneos Wealth Management Inc. |
305 |
- |
2024-03-31 |
15,382 |
$1,373,000 |
646 |
|
| New England Private Wealth Advisors LLC |
67 |
- |
2023-12-31 |
15,842 |
$1,231,000 |
20 |
|
| Atria Wealth Solutions Inc. |
820 |
- |
2023-12-31 |
13,862 |
$1,077,000 |
348 |
|
| IHT Wealth Management LLC |
365 |
- |
2023-12-31 |
13,837 |
$1,075,000 |
8 |
|
| Koshinski Asset Management Inc. |
192 |
- |
2023-12-31 |
12,033 |
$935,000 |
5,754 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
283 |
- |
2024-03-31 |
8,785 |
$784,000 |
66 |
|
| FINANCIAL NETWORK |
1591 |
- |
2023-12-31 |
9,391 |
$730,000 |
669 |
|
| MML INVESTORS SERVICES LLC |
1568 |
- |
2023-12-31 |
8,834 |
$686,000 |
4,963 |
|
| PROSPERA FINANCIAL SERVICES |
573 |
- |
2023-12-31 |
8,425 |
$655,000 |
131 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1106 |
- |
2023-12-31 |
8,356 |
$649,000 |
425 |
|
| Investors Research Corp |
173 |
- |
2023-12-31 |
8,155 |
$634,000 |
464 |
|
| OPPENHEIMER & CO INC |
890 |
- |
2023-12-31 |
8,128 |
$632,000 |
821 |
|
| STIFEL FINANCIAL CORP |
2450 |
- |
2023-12-31 |
7,856 |
$610,000 |
906 |
|
| SILVER OAK SECURITIES Inc |
273 |
- |
2023-12-31 |
6,358 |
$494,000 |
115 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1528 |
- |
2023-12-31 |
6,321 |
$491,000 |
1,710 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2043 |
- |
2024-03-31 |
5,186 |
$463,000 |
207 |
|
| Total Clarity Wealth Management Inc. |
165 |
- |
2024-03-31 |
4,537 |
$405,000 |
1,585 |
|
| MATHER GROUP, INC. |
382 |
- |
2024-03-31 |
5,104 |
$397,000 |
180 |
|
| FMR LLC |
2649 |
- |
2023-12-31 |
4,113 |
$320,000 |
870 |
|
| Sigma Planning Corp |
944 |
- |
2024-03-31 |
3,431 |
$306,000 |
3,431 |
|
| Advisor Resource Council |
180 |
- |
2024-03-31 |
3,512 |
$273,000 |
3,512 |
|
| Horizon Family Wealth Inc. |
59 |
- |
2023-12-31 |
3,163 |
$246,000 |
3,163 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
1001 |
- |
2023-12-31 |
2,930 |
$228,000 |
2,930 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1782 |
- |
2023-12-31 |
217,620 |
$218,000 |
214,619 |
|
| Asset Management Resources LLC |
|
- |
2023-12-31 |
2,762 |
$215,000 |
2,762 |
|
| Verum Partners LLC |
146 |
- |
2024-03-31 |
2,317 |
$207,000 |
2,317 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
266 |
- |
2023-12-31 |
1,404 |
$109,000 |
2 |
|
| J P MORGAN CHASE & CO |
4746 |
- |
2023-12-31 |
593 |
$46,000 |
60 |
|
|
46 Records found
|
1
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