|
Institutional
Holders
Total
Institutions:
|
210 14 |
|
Total
shares held :
|
12,999,453 |
|
% of shares
held :
|
84.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
Amount
of shares held :
|
1,160,310 |
|
% of shares
held change :
|
7.55% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$103.70 |
|
Last
Quarter's Ending
Price :
|
$117.45 |
|
Last
Quarter's Average
Price :
|
$107.55 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.91 (12%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
318 |
- |
2024-03-31 |
1,420,242 |
$175,968,000 |
-46,227 |
|
LPL FINANCIAL CORP |
294 |
- |
2024-03-31 |
889,401 |
$110,197,000 |
-9,250 |
|
RAYMOND JAMES & ASSOCIATES |
282 |
- |
2024-03-31 |
711,222 |
$88,120,000 |
-20,884 |
|
UBS Group AG |
581 |
- |
2023-12-31 |
532,792 |
$62,576,000 |
-95,210 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
285 |
- |
2024-03-31 |
317,287 |
$39,312,000 |
-11,744 |
|
AdvisorShares Investments LLC |
3 |
- |
2023-12-31 |
305,615 |
$35,894,000 |
-73,273 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
390 |
- |
2024-03-31 |
233,657 |
$28,950,000 |
-95,388 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
259 |
- |
2023-09-30 |
218,253 |
$22,696,000 |
-72,615 |
|
Advisor Group Holdings Inc. |
373 |
- |
2024-03-31 |
179,689 |
$22,238,000 |
-174,719 |
|
J P MORGAN CHASE & CO |
1643 |
- |
2024-03-31 |
162,783 |
$20,169,000 |
-86,924 |
|
BB&T CORP |
420 |
- |
2023-12-31 |
161,081 |
$18,919,000 |
-1,536 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
286 |
- |
2024-03-31 |
141,478 |
$17,529,000 |
-789 |
|
AIFG Consultants Ltd. |
3 |
- |
2024-03-31 |
109,125 |
$13,521,000 |
-7,867 |
|
Baird Financial Group Inc. |
403 |
- |
2023-12-31 |
114,808 |
$13,484,000 |
-4,881 |
|
Private Advisor Group LLC |
198 |
- |
2024-03-31 |
106,163 |
$13,154,000 |
-38,439 |
|
Kestra Advisory Services LLC |
273 |
- |
2023-12-31 |
85,677 |
$10,063,000 |
-1,937 |
|
AE Wealth Management LLC |
415 |
- |
2023-12-31 |
74,703 |
$8,926,000 |
-56,388 |
|
Goss Wealth Management LLC |
244 |
- |
2023-12-31 |
67,412 |
$8,042,000 |
-9,936 |
|
NTV ASSET MANAGEMENT LLC |
18 |
- |
2024-03-31 |
63,264 |
$7,838,000 |
-1,332 |
|
StoneCrest Wealth Management Inc. |
4 |
- |
2024-03-31 |
52,709 |
$6,531,000 |
-1,930 |
|
Harwood Advisory Group LLC |
22 |
- |
2023-12-31 |
45,397 |
$5,332,000 |
-11,698 |
|
Davis Investment Partners LLC |
5 |
- |
2024-03-31 |
43,048 |
$5,206,000 |
-225 |
|
SHAKESPEARE WEALTH MANAGEMENT INC. |
14 |
- |
2023-12-31 |
38,032 |
$4,467,000 |
-1,587 |
|
BDO Wealth Advisors LLC |
45 |
- |
2023-06-30 |
37,354 |
$3,993,000 |
-89 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
50 |
- |
2024-03-31 |
32,091 |
$3,976,000 |
-143 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
29 |
- |
2024-03-31 |
25,608 |
$3,173,000 |
-33,475 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
26,444 |
$3,106,000 |
-1,132 |
|
Beck Bode LLC |
48 |
- |
2023-12-31 |
25,485 |
$2,993,000 |
-775 |
|
Foundations Investment Advisors LLC |
180 |
- |
2023-12-31 |
25,016 |
$2,991,000 |
-1,291 |
|
Gladstone Institutional Advisory LLC |
161 |
- |
2023-12-31 |
24,461 |
$2,873,000 |
-804 |
|
H D Vest Advisory Services |
466 |
- |
2024-03-31 |
21,117 |
$2,616,000 |
-4,995 |
|
Sowell Financial Services LLC |
213 |
- |
2024-03-31 |
17,556 |
$2,175,000 |
-29 |
|
SUMMIT FINANCIAL GROUP INC |
47 |
- |
2024-03-31 |
14,178 |
$1,757,000 |
-52 |
|
RSM US WEALTH MANAGEMENT LLC |
207 |
- |
2024-03-31 |
13,167 |
$1,631,000 |
-24,534 |
|
Secure Asset Management LLC |
57 |
- |
2024-03-31 |
12,648 |
$1,567,000 |
-13,561 |
|
Atria Wealth Solutions Inc. |
714 |
- |
2023-12-31 |
12,282 |
$1,442,000 |
-296 |
|
WealthBridge Capital Management LLC |
49 |
- |
2024-03-31 |
10,412 |
$1,290,000 |
-923 |
|
US BANCORP |
1015 |
- |
2024-03-31 |
10,141 |
$1,256,000 |
-1,407 |
|
Stratos Wealth Partners LTD. |
582 |
- |
2024-03-31 |
9,462 |
$1,172,000 |
-335 |
|
Luken Investment Analytics LLC |
24 |
- |
2024-03-31 |
8,708 |
$1,079,000 |
-283 |
|
Precision Wealth Strategies LLC |
22 |
- |
2024-03-31 |
7,978 |
$988,000 |
-43 |
|
SCOTIA CAPITAL INC. |
476 |
- |
2023-12-31 |
7,382 |
$867,000 |
-122 |
|
JANNEY MONTGOMERY SCOTT LLC |
1612 |
- |
2024-03-31 |
6,761 |
$838,000 |
-12,052 |
|
PRINCIPAL SECURITIES INC. |
514 |
- |
2024-03-31 |
6,307 |
$781,000 |
-6,243 |
|
Castle Rock Wealth Management LLC |
115 |
- |
2023-12-31 |
6,705 |
$765,000 |
-180 |
|
360 Financial Inc. |
36 |
- |
2023-12-31 |
5,848 |
$687,000 |
-1,713 |
|
SYNOVUS FINANCIAL CORP |
543 |
- |
2023-12-31 |
5,517 |
$649,000 |
-5,562 |
|
Belpointe Asset Management LLC |
383 |
- |
2024-03-31 |
5,047 |
$625,000 |
-8 |
|
Arkadios Wealth Advisors |
340 |
- |
2024-03-31 |
4,997 |
$619,000 |
-501 |
|
Pine Valley Investments Ltd Liability Co |
259 |
- |
2024-03-31 |
4,984 |
$618,000 |
-12 |
|
CENTAURUS FINANCIAL INC. |
326 |
- |
2023-12-31 |
5,159 |
$606,000 |
-1 |
|
ADVISORY SERVICES NETWORK, LLC |
889 |
- |
2024-03-31 |
4,804 |
$595,000 |
-3,677 |
|
Herold Advisors Inc. |
160 |
- |
2024-03-31 |
4,676 |
$580,000 |
-129 |
|
Private Advisory Group LLC |
134 |
- |
2023-12-31 |
4,554 |
$535,000 |
-77,822 |
|
Retirement Network |
100 |
- |
2023-12-31 |
4,535 |
$533,000 |
-623 |
|
Bouchey Financial Group Ltd |
80 |
- |
2024-03-31 |
3,847 |
$477,000 |
-550 |
|
Sunbelt Securities Inc. |
340 |
- |
2024-03-31 |
3,726 |
$462,000 |
-521 |
|
TOTAL INVESTMENT MANAGEMENT INC |
41 |
- |
2024-03-31 |
3,379 |
$419,000 |
-613,001 |
|
Ergawealth Advisors Inc. |
38 |
- |
2024-03-31 |
3,377 |
$418,000 |
-1,597 |
|
WASHBURN CAPITAL MANAGEMENT INC. |
34 |
- |
2024-03-31 |
3,014 |
$373,000 |
-1,708 |
|
GenWealth Group Inc. |
51 |
- |
2024-03-31 |
3,014 |
$373,000 |
-1,566 |
|
Purus Wealth Management LLC |
79 |
- |
2024-03-31 |
2,891 |
$358,000 |
-27 |
|
Sigma Planning Corp |
923 |
- |
2024-03-31 |
2,576 |
$319,000 |
-2,048 |
|
SMITH MOORE & CO. |
358 |
- |
2023-12-31 |
2,181 |
$256,000 |
-149 |
|
Western Wealth Management LLC |
597 |
- |
2024-03-31 |
1,789 |
$222,000 |
-20 |
|
SRS Capital Advisors Inc. |
392 |
- |
2023-12-31 |
780 |
$92,000 |
-25 |
|
BARCLAYS PLC |
3659 |
- |
2023-12-31 |
533 |
$63,000 |
-1,643 |
|
Concord Wealth Partners |
588 |
- |
2024-03-31 |
67 |
$8,000 |
-9 |
|
TUCKER ASSET MANAGEMENT LLC |
677 |
- |
2023-12-31 |
22 |
$3,000 |
-15 |
|
Sound Income Strategies LLC |
1216 |
- |
2024-03-31 |
5 |
$1,000 |
-378 |
|
|
70 Records found
|
1
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