|
Institutional
Holders
Total
Institutions:
|
152 17 |
|
Total
shares held :
|
3,895,117 |
|
% of shares
held :
|
11.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
92,097 |
|
% of shares
held change :
|
0.27% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$60.30 |
|
Last
Quarter's Ending
Price :
|
$76.00 |
|
Last
Quarter's Average
Price :
|
$65.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
21.96 (33.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Main Street Group LTD |
1 |
- |
2023-12-31 |
455,826 |
$34,643,000 |
0 |
|
Atlantic Trust LLC |
3 |
- |
2023-12-31 |
364,868 |
$27,730,000 |
39 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
20 |
- |
2023-12-31 |
298,215 |
$22,664,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
|
- |
2023-12-31 |
230,451 |
$17,514,000 |
-707 |
|
PATHSTONE FAMILY OFFICE, LLC |
111 |
*New |
2023-09-30 |
289,499 |
$17,182,000 |
289,499 |
|
Tactive Advisors LLC |
1 |
- |
2023-12-31 |
202,061 |
$15,357,000 |
12,574 |
|
IMCCHICAGO, LLC |
32 |
*New |
2023-12-31 |
159,132 |
$12,094,000 |
159,132 |
|
Westwood Wealth Management |
3 |
- |
2023-12-31 |
123,680 |
$9,400,000 |
144 |
|
JANE STREET GROUP LLC |
1136 |
- |
2023-12-31 |
99,255 |
$7,543,000 |
64,819 |
|
Jump Financial LLC |
54 |
- |
2023-12-31 |
99,042 |
$7,527,000 |
76,684 |
|
Pathstone Holdings LLC |
350 |
- |
2023-12-31 |
89,799 |
$6,825,000 |
0 |
|
Howard Capital Management Inc. |
14 |
- |
2023-12-31 |
84,198 |
$6,399,000 |
-6,613 |
|
Aveo Capital Partners LLC |
49 |
- |
2023-12-31 |
65,651 |
$4,989,000 |
-194,986 |
|
TOWER RESEARCH CAPITAL LLC |
262 |
- |
2023-12-31 |
65,392 |
$4,970,000 |
-2,616 |
|
GenWealth Group Inc. |
20 |
- |
2023-12-31 |
65,069 |
$4,945,000 |
-3,782 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
57,294 |
$4,354,000 |
15,677 |
|
HIGHTOWER ADVISORS, LLC |
1030 |
- |
2023-12-31 |
56,585 |
$4,300,000 |
4,972 |
|
Miracle Mile Advisors LLC |
|
- |
2023-12-31 |
49,355 |
$3,751,000 |
0 |
|
WSFS CAPITAL MANAGEMENT LLC |
98 |
- |
2023-12-31 |
48,555 |
$3,690,000 |
43 |
|
CREATIVE PLANNING |
662 |
- |
2023-12-31 |
48,110 |
$3,656,000 |
37,060 |
|
ROANOKE ASSET MANAGEMENT CORP/ NY |
30 |
- |
2023-12-31 |
48,000 |
$3,648,000 |
0 |
|
DRW SECURITIES, LLC |
43 |
- |
2023-12-31 |
47,632 |
$3,620,000 |
36,848 |
|
Lattice Capital Management LLC |
8 |
- |
2023-12-31 |
46,000 |
$3,496,000 |
0 |
|
FRONT BARNETT ASSOCIATES LLC |
42 |
- |
2023-09-30 |
47,700 |
$2,831,000 |
0 |
|
CIBC WORLD MARKETS INC. |
496 |
- |
2023-12-31 |
31,114 |
$2,365,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1726 |
*New |
2023-12-31 |
31,055 |
$2,360,000 |
31,055 |
|
MARINER WEALTH ADVISORS, LLC |
977 |
- |
2023-12-31 |
30,923 |
$2,350,000 |
2 |
|
PNC FINANCIAL SERVICES GROUP INC |
852 |
- |
2023-12-31 |
28,912 |
$2,197,000 |
0 |
|
Advisor Group Holdings Inc. |
1795 |
- |
2023-12-31 |
28,586 |
$2,173,000 |
-7,010 |
|
FIRST NATIONAL CORP /MA/ /ADV |
44 |
- |
2023-12-31 |
26,970 |
$2,050,000 |
-12,017 |
|
MERCER GLOBAL ADVISORS INC /ADV |
738 |
- |
2023-12-31 |
26,848 |
$2,040,000 |
1 |
|
ENVESTNET ASSET MANAGEMENT INC |
2455 |
*New |
2023-12-31 |
26,695 |
$2,029,000 |
26,695 |
|
Steel Peak Wealth Management LLC |
|
- |
2023-12-31 |
26,401 |
$2,006,000 |
1 |
|
SRS Capital Advisors Inc. |
61 |
- |
2023-12-31 |
26,171 |
$1,989,000 |
-1,365 |
|
D. SCOTT NEAL INC. |
14 |
- |
2023-12-31 |
25,091 |
$1,907,000 |
0 |
|
HRT FINANCIAL LLC |
641 |
*New |
2023-12-31 |
24,174 |
$1,837,000 |
24,174 |
|
Rollins Financial |
31 |
- |
2023-12-31 |
22,963 |
$1,745,000 |
-17,618 |
|
Rollins Financial Advisors LLC |
33 |
- |
2023-12-31 |
22,963 |
$1,745,000 |
0 |
|
180 WEALTH ADVISORS LLC |
|
- |
2023-12-31 |
23,365 |
$1,716,000 |
23,365 |
|
GTS SECURITIES LLC |
458 |
- |
2023-12-31 |
20,601 |
$1,566,000 |
13,532 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1357 |
- |
2023-12-31 |
20,385 |
$1,549,000 |
-18,064 |
|
Harvest Investment Services LLC |
42 |
- |
2023-12-31 |
19,922 |
$1,514,000 |
1,941 |
|
Robinson Value Management Ltd. |
37 |
- |
2023-12-31 |
19,684 |
$1,496,000 |
0 |
|
CITADEL ADVISORS LLC |
2569 |
- |
2023-12-31 |
19,550 |
$1,486,000 |
19,550 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
161 |
- |
2023-12-31 |
19,260 |
$1,464,000 |
-3,359 |
|
Brookstone Capital Management |
385 |
- |
2023-12-31 |
17,731 |
$1,348,000 |
-6,261 |
|
Cassaday & Co Wealth Management LLC |
81 |
- |
2023-12-31 |
17,737 |
$1,348,000 |
-3,551 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
177 |
- |
2023-12-31 |
15,685 |
$1,192,000 |
-700 |
|
IPG Investment Advisors LLC |
69 |
*New |
2023-12-31 |
14,850 |
$1,129,000 |
14,850 |
|
GeoWealth Management LLC |
197 |
- |
2023-12-31 |
14,743 |
$1,120,000 |
-5,477 |
|
LPL FINANCIAL CORP |
2927 |
- |
2023-12-31 |
14,391 |
$1,094,000 |
-3,036 |
|
Sheaff Brock Investment Advisors LLC |
167 |
- |
2023-12-31 |
14,010 |
$1,065,000 |
0 |
|
DONALDSON CAPITAL MANAGEMENT LLC |
119 |
- |
2023-12-31 |
14,000 |
$1,064,000 |
0 |
|
SUMMIT FINANCIAL GROUP INC |
78 |
- |
2023-12-31 |
12,700 |
$965,000 |
0 |
|
Lido Advisors LLC |
571 |
- |
2023-12-31 |
12,198 |
$927,000 |
5 |
|
SCHNIEDERS CAPITAL MANAGEMENT LLC |
78 |
- |
2023-12-31 |
12,200 |
$927,000 |
4,200 |
|
Foundations Investment Advisors LLC |
315 |
*New |
2023-12-31 |
11,481 |
$919,000 |
11,481 |
|
Castleview Partners LLC |
26 |
- |
2023-12-31 |
11,762 |
$894,000 |
413 |
|
Meridian Wealth Management LLC |
276 |
- |
2023-12-31 |
11,686 |
$888,000 |
-28 |
|
Coppell Advisory Solutions LLC |
118 |
*New |
2023-12-31 |
11,397 |
$866,000 |
11,397 |
|
Atlantic Trust Group LLC |
680 |
- |
2023-12-31 |
10,668 |
$811,000 |
-310 |
|
AIRE ADVISORS LLC |
73 |
- |
2023-12-31 |
10,651 |
$810,000 |
10 |
|
EQIS CAPITAL MANAGEMENT, INC. |
315 |
- |
2023-12-31 |
10,525 |
$800,000 |
-8,021 |
|
Streettalk Advisors LLC |
192 |
*New |
2023-12-31 |
10,000 |
$760,000 |
10,000 |
|
WESBANCO BANK INC |
216 |
- |
2023-12-31 |
9,600 |
$730,000 |
0 |
|
WOLVERINE TRADING LLC |
550 |
- |
2023-12-31 |
9,382 |
$713,000 |
846 |
|
ADELL HARRIMAN & CARPENTER INC |
111 |
- |
2023-12-31 |
9,300 |
$707,000 |
-1,977 |
|
TWO SIGMA SECURITIES LLC |
338 |
- |
2023-12-31 |
8,222 |
$625,000 |
-7,219 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
38 |
*New |
2023-12-31 |
8,008 |
$609,000 |
8,008 |
|
Prosperity Wealth Management Inc. |
36 |
- |
2023-12-31 |
7,942 |
$604,000 |
-5,028 |
|
Cetera Investment Advisers |
1400 |
*New |
2023-12-31 |
7,737 |
$588,000 |
7,737 |
|
ROYAL BANK OF CANADA |
3539 |
- |
2023-12-31 |
7,625 |
$580,000 |
7,437 |
|
Capital Advisory Group Advisory Services LLC |
75 |
- |
2023-12-31 |
7,390 |
$562,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
255 |
- |
2023-12-31 |
6,830 |
$519,000 |
-1,425 |
|
Galvin Gaustad & Stein LLC |
123 |
- |
2023-12-31 |
6,555 |
$498,000 |
-2,300 |
|
WEST CHESTER CAPITAL ADVISORS INC |
23 |
- |
2023-09-30 |
8,342 |
$495,000 |
3,921 |
|
Orion Portfolio Solutions LLC |
1216 |
- |
2023-12-31 |
6,551 |
$486,000 |
-13,979 |
|
Patriot Investment Management Inc. |
165 |
*New |
2023-12-31 |
6,090 |
$463,000 |
6,090 |
|
Personal Capital Advisors Corp |
317 |
- |
2022-12-31 |
13,112 |
$459,000 |
13,112 |
|
Main Street Financial Solutions LLC |
286 |
- |
2023-12-31 |
5,771 |
$439,000 |
2,366 |
|
Envestnet Portfolio Solutions Inc. |
1103 |
*New |
2023-12-31 |
5,769 |
$438,000 |
5,769 |
|
Cutler Group LP |
265 |
- |
2023-12-31 |
5,600 |
$425,000 |
2,179 |
|
CPR Investments Inc. |
|
- |
2023-12-31 |
5,258 |
$400,000 |
-115,735 |
|
Empower Advisory Group LLC |
337 |
- |
2023-12-31 |
5,112 |
$389,000 |
0 |
|
Spectrum Wealth Advisory Group LLC |
|
- |
2023-12-31 |
5,080 |
$386,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2226 |
- |
2023-12-31 |
4,808 |
$370,000 |
0 |
|
CENTRAL VALLEY ADVISORS LLC |
98 |
- |
2023-12-31 |
4,800 |
$365,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1347 |
*New |
2023-12-31 |
4,481 |
$341,000 |
4,481 |
|
Horizon Wealth Management LLC |
|
- |
2023-12-31 |
4,406 |
$335,000 |
0 |
|
Integrated Advisors Network LLC |
531 |
- |
2023-12-31 |
4,328 |
$329,000 |
-4,098 |
|
NWAM LLC |
412 |
- |
2023-12-31 |
4,321 |
$328,000 |
0 |
|
EisnerAmper Wealth Management Corporate Benefits L |
54 |
- |
2023-12-31 |
4,286 |
$326,000 |
1 |
|
Koshinski Asset Management Inc. |
382 |
- |
2023-12-31 |
4,166 |
$317,000 |
0 |
|
XR Securities LLC |
47 |
*New |
2023-12-31 |
4,163 |
$316,000 |
4,163 |
|
BBK Capital Partners LLC |
216 |
- |
2023-12-31 |
4,186 |
$307,000 |
186 |
|
SG AMERICAS SECURITIES LLC |
1561 |
- |
2023-12-31 |
4,000 |
$304,000 |
0 |
|
FIFTH THIRD BANCORP |
887 |
- |
2023-12-31 |
3,856 |
$293,000 |
0 |
|
US BANCORP |
1809 |
- |
2023-12-31 |
3,827 |
$291,000 |
0 |
|
VisionPoint Advisory Group LLC |
133 |
- |
2023-12-31 |
3,711 |
$282,000 |
3,711 |
|
ROSENBLUM SILVERMAN SUTTON S F INC /CA |
65 |
- |
2023-12-31 |
3,685 |
$280,000 |
0 |
|
|
100 Records found
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1
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