| |
Institutional
Holders
Total
Institutions:
 |
38  3 |
|
|
Total
shares held :
|
333,698 |
|
|
% of shares
held :
|
26.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-29,157 |
|
|
% of shares
held change :
|
-2.33% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.57 |
|
|
Last
Quarter's Ending
Price :
|
$40.53 |
|
|
Last
Quarter's Average
Price :
|
$37.80 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 6.33 (16.74%) |
|
|
|
|
|
|
|
|
|
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 |
1913 |
- |
2024-03-31 |
91,178 |
$4,145,000 |
-2,607 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
51 |
- |
2024-03-31 |
61,231 |
$2,784,000 |
0 |
|
| MORGAN STANLEY |
4435 |
- |
2024-03-31 |
44,919 |
$2,042,000 |
-1,558 |
|
| UBS Group AG |
3368 |
- |
2024-03-31 |
27,792 |
$1,263,000 |
4,474 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2642 |
- |
2024-03-31 |
13,133 |
$597,000 |
335 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3321 |
- |
2024-03-31 |
12,009 |
$546,000 |
5,867 |
|
| CITADEL ADVISORS LLC |
3725 |
- |
2024-03-31 |
11,175 |
$508,000 |
5,848 |
|
| BANK OF AMERICA CORP /DE/ |
4419 |
- |
2024-03-31 |
10,543 |
$479,000 |
-1,901 |
|
| BBR PARTNERS, LLC |
146 |
- |
2024-03-31 |
9,792 |
$445,000 |
0 |
|
| GOLDMAN SACHS GROUP INC/ |
4015 |
- |
2024-03-31 |
8,449 |
$384,000 |
0 |
|
| WELLS FARGO & CO/MN |
3725 |
- |
2024-03-31 |
6,217 |
$283,000 |
229 |
|
| Evanson Asset Management LLC |
253 |
- |
2024-03-31 |
6,021 |
$274,000 |
0 |
|
| MOSAIC FAMILY WEALTH PARTNERS LLC |
170 |
- |
2023-12-31 |
5,898 |
$239,000 |
0 |
|
| HPM Partners LLC |
2012 |
- |
2024-03-31 |
5,100 |
$232,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2535 |
*New |
2024-03-31 |
4,575 |
$208,000 |
4,575 |
|
| CREATIVE PLANNING |
2542 |
*New |
2024-03-31 |
4,491 |
$204,000 |
4,491 |
|
| Advisor Group Holdings Inc. |
3773 |
- |
2024-03-31 |
3,816 |
$174,000 |
-80 |
|
| GLENMEDE TRUST CO NA |
1230 |
- |
2024-03-31 |
2,541 |
$116,000 |
-150 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
107 |
- |
2024-03-31 |
1,920 |
$87,000 |
0 |
|
| Hartland & Co. LLC |
670 |
- |
2024-03-31 |
1,680 |
$74,000 |
0 |
|
| Beacon Capital Management LLC |
235 |
- |
2024-03-31 |
1,470 |
$67,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2014 |
*New |
2024-03-31 |
1,200 |
$55,000 |
1,200 |
|
| FMR LLC |
3454 |
- |
2024-03-31 |
1,017 |
$46,000 |
555 |
|
| BLAIR WILLIAM & CO/IL |
1599 |
- |
2024-03-31 |
990 |
$45,000 |
-225 |
|
| J P MORGAN CHASE & CO |
4743 |
- |
2024-03-31 |
954 |
$43,000 |
0 |
|
| SANDY SPRING BANK |
632 |
- |
2024-03-31 |
813 |
$37,000 |
0 |
|
| Tidemark LLC |
272 |
- |
2024-03-31 |
804 |
$37,000 |
-375 |
|
| Family Asset Management LLC |
137 |
- |
2024-03-31 |
750 |
$34,000 |
0 |
|
| McIlrath & Eck LLC |
349 |
- |
2024-03-31 |
738 |
$34,000 |
0 |
|
| Frazier Financial Advisors LLC |
227 |
- |
2024-03-31 |
552 |
$25,000 |
0 |
|
| Rise Advisors LLC |
701 |
- |
2024-03-31 |
388 |
$18,000 |
1 |
|
| Global Retirement Partners LLC |
1899 |
- |
2024-03-31 |
321 |
$15,000 |
0 |
|
| Addison Advisors LLC |
486 |
- |
2024-03-31 |
300 |
$14,000 |
0 |
|
| PSI Advisors LLC |
445 |
- |
2024-03-31 |
281 |
$13,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3695 |
- |
2024-03-31 |
210 |
$10,000 |
0 |
|
| Capital Investment Advisory Services LLC |
831 |
- |
2024-03-31 |
174 |
$8,000 |
-126 |
|
| Kalos Management Inc. |
117 |
- |
2023-06-30 |
24 |
$3,000 |
0 |
|
| Hamilton Point Investment Advisors LLC |
149 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,792 |
|
| SALEM INVESTMENT COUNSELORS INC |
1118 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6451 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,011 |
|
| DHJJ Financial Advisors Ltd. |
692 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| PROEQUITIES INC. |
8737 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
42 Records found
|
1
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