|
Institutional
Holders
Total
Institutions:
|
274 18 |
|
Total
shares held :
|
31,350,522 |
|
% of shares
held :
|
68.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
117 |
|
Amount
of shares held :
|
4,150,168 |
|
% of shares
held change :
|
9.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.38 |
|
Last
Quarter's Ending
Price :
|
$98.04 |
|
Last
Quarter's Average
Price :
|
$92.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.54 (11.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RETIREMENT PLANNING GROUP |
1 |
- |
2024-03-31 |
1,225,179 |
$130,469,000 |
-2,849 |
|
Silicon Valley Capital Partners |
2 |
- |
2024-03-31 |
690,346 |
$73,515,000 |
-188,487 |
|
Advisor Group Holdings Inc. |
216 |
- |
2023-12-31 |
495,707 |
$48,611,000 |
-182,882 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
249 |
- |
2024-03-31 |
417,223 |
$44,430,000 |
-22,304 |
|
STIFEL FINANCIAL CORP |
517 |
- |
2023-12-31 |
200,618 |
$19,671,000 |
-3,253 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
369 |
- |
2024-03-31 |
147,399 |
$15,696,000 |
-12,352 |
|
Private Advisor Group LLC |
226 |
- |
2024-03-31 |
110,393 |
$11,756,000 |
-7,187 |
|
WESCAP Management Group Inc. |
7 |
- |
2023-12-31 |
116,929 |
$11,464,000 |
-1,253 |
|
REGAL INVESTMENT ADVISORS, LLC |
22 |
- |
2023-12-31 |
111,498 |
$10,931,000 |
-6 |
|
Steward Partners Investment Advisory LLC |
150 |
- |
2023-12-31 |
110,726 |
$10,856,000 |
-34,579 |
|
MONEY CONCEPTS CAPITAL CORP |
30 |
- |
2024-03-31 |
80,598 |
$8,583,000 |
-14,601 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
28 |
- |
2024-03-31 |
75,433 |
$8,033,000 |
-2,896 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
26 |
- |
2024-03-31 |
75,363 |
$8,025,000 |
-2,995 |
|
ASB Consultores LLC |
12 |
- |
2023-12-31 |
75,743 |
$7,426,000 |
-24,276 |
|
WAGNER CAPITAL MANAGEMENT CORP |
40 |
- |
2024-03-31 |
59,867 |
$6,375,000 |
-3,452 |
|
Rockefeller Capital Management L.P. |
604 |
- |
2023-12-31 |
57,443 |
$5,632,000 |
-27,262 |
|
Santori & Peters Inc. |
8 |
- |
2024-03-31 |
51,408 |
$5,474,000 |
-344 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
77 |
- |
2023-12-31 |
51,919 |
$5,090,000 |
-6,990 |
|
Fifth Third Securities Inc. |
60 |
- |
2024-03-31 |
43,790 |
$4,663,000 |
-10,491 |
|
Lionsbridge Wealth Management LLC |
11 |
- |
2024-03-31 |
36,633 |
$3,901,000 |
-106 |
|
Claro Advisors LLC |
34 |
- |
2024-03-31 |
32,764 |
$3,489,000 |
-1,924 |
|
BFT FINANCIAL GROUP LLC |
36 |
- |
2023-06-30 |
37,622 |
$3,415,000 |
-44 |
|
COMERICA BANK |
890 |
- |
2023-12-31 |
34,502 |
$3,383,000 |
-1,497 |
|
ERn Financial LLC |
43 |
- |
2024-03-31 |
31,636 |
$3,369,000 |
-1,180 |
|
KISTLERTIFFANY COMPANIES, LLC |
32 |
- |
2023-06-30 |
36,832 |
$3,344,000 |
-162 |
|
Jackson Wealth Management LLC |
47 |
- |
2023-12-31 |
33,002 |
$3,236,000 |
-679 |
|
Lifestyle Asset Management Inc. |
9 |
- |
2024-03-31 |
28,548 |
$3,040,000 |
-3,189 |
|
Sowell Financial Services LLC |
174 |
- |
2024-03-31 |
25,428 |
$2,708,000 |
-1,682 |
|
Inspire Advisors LLC |
21 |
- |
2023-12-31 |
27,408 |
$2,687,000 |
-38,015 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
149 |
- |
2023-12-31 |
24,641 |
$2,416,000 |
-1,894 |
|
Eagle Strategies LLC |
60 |
- |
2024-03-31 |
18,836 |
$2,006,000 |
-218,118 |
|
Calton & Associates Inc. |
21 |
- |
2024-03-31 |
17,921 |
$1,908,000 |
-1,332 |
|
Astoria Portfolio Advisors LLC. |
25 |
- |
2024-03-31 |
17,376 |
$1,777,000 |
-22,994 |
|
ATRIA INVESTMENTS LLC |
643 |
- |
2023-12-31 |
18,108 |
$1,775,000 |
-53,105 |
|
Andina Capital Management LLC |
20 |
- |
2024-03-31 |
16,618 |
$1,770,000 |
-987 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2037 |
- |
2023-12-31 |
17,793 |
$1,744,000 |
-29,874 |
|
IAM Advisory LLC |
37 |
- |
2024-03-31 |
16,207 |
$1,726,000 |
-81 |
|
OneAscent Financial Services LLC |
78 |
- |
2024-03-31 |
15,593 |
$1,660,000 |
-129 |
|
TD Waterhouse Canada Inc. |
427 |
- |
2024-03-31 |
14,939 |
$1,581,000 |
-1,378 |
|
Advisor Resource Council |
29 |
- |
2024-03-31 |
15,762 |
$1,549,000 |
-35,907 |
|
MULTIFINANCIAL SECURITIES CORP |
632 |
- |
2023-12-31 |
14,357 |
$1,408,000 |
-2,043 |
|
PFG Advisors |
221 |
- |
2023-12-31 |
13,350 |
$1,309,000 |
-2,632 |
|
Prostatis Group LLC |
44 |
- |
2023-03-31 |
13,440 |
$1,146,000 |
-207 |
|
LEAVELL T & ASSOCIATES INC |
257 |
- |
2024-03-31 |
9,890 |
$1,053,000 |
-65 |
|
IFP Advisors Inc |
370 |
- |
2023-12-31 |
10,682 |
$1,048,000 |
-420 |
|
Oder Investment Management LLC |
31 |
- |
2023-12-31 |
10,060 |
$986,000 |
-51 |
|
Integrated Advisors Network LLC |
300 |
- |
2023-12-31 |
9,842 |
$965,000 |
-63 |
|
Keeler Thomas Management LLC |
52 |
- |
2023-12-31 |
6,825 |
$669,000 |
-3,788 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
232 |
- |
2024-03-31 |
5,926 |
$631,000 |
-58 |
|
High Note Wealth LLC |
64 |
- |
2024-03-31 |
5,472 |
$583,000 |
-54 |
|
PRIVATE TRUST CO NA |
338 |
- |
2024-03-31 |
5,236 |
$558,000 |
-1,525 |
|
Latitude Advisors LLC |
71 |
- |
2024-03-31 |
4,723 |
$503,000 |
-5,241 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
97 |
- |
2024-03-31 |
3,698 |
$394,000 |
-24,304 |
|
Elevated Capital Advisors LLC |
148 |
- |
2024-03-31 |
3,529 |
$376,000 |
-44,272 |
|
Park Place Capital Corp |
182 |
- |
2024-03-31 |
2,860 |
$305,000 |
-839 |
|
West Branch Capital LLC |
68 |
- |
2024-03-31 |
2,834 |
$302,000 |
-41 |
|
US BANCORP |
1883 |
- |
2023-12-31 |
2,599 |
$255,000 |
-1,071 |
|
IAMS WEALTH MANAGEMENT LLC |
105 |
- |
2024-03-31 |
2,470 |
$248,000 |
-376 |
|
PFG Investments LLC |
819 |
- |
2024-03-31 |
2,269 |
$242,000 |
-3,141 |
|
RAYMOND JAMES TRUST CO |
1128 |
- |
2024-03-31 |
2,131 |
$227,000 |
-2,679 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1150 |
- |
2024-03-31 |
2,013 |
$214,000 |
-222 |
|
Wagner Wealth Management LLC |
133 |
- |
2024-03-31 |
1,165 |
$124,000 |
-400 |
|
Advisors Preferred LLC |
|
- |
2023-12-31 |
639 |
$63,000 |
-832 |
|
Stephens Consulting LLC |
158 |
- |
2024-03-31 |
586 |
$62,000 |
-62 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
392 |
$38,000 |
-110 |
|
GRADIENT INVESTMENTS LLC |
467 |
- |
2024-03-31 |
306 |
$33,000 |
-299 |
|
MTM Investment Management LLC |
268 |
- |
2024-03-31 |
70 |
$7,000 |
-18 |
|
SIMPLEX TRADING LLC |
2066 |
- |
2024-03-31 |
32 |
$3,000 |
-56 |
|
MCF Advisors LLC |
996 |
- |
2024-03-31 |
1 |
$0 |
-166 |
|
|
69 Records found
|
1
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