|
Institutional
Holders
Total
Institutions:
|
66 8 |
|
Total
shares held :
|
852,006 |
|
% of shares
held :
|
9.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
65,486 |
|
% of shares
held change :
|
0.73% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.90 |
|
Last
Quarter's Ending
Price :
|
$54.32 |
|
Last
Quarter's Average
Price :
|
$49.37 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.67 (27.69%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Main Management ETF Advisors LLC |
18 |
- |
2024-03-31 |
231,250 |
$14,192,000 |
1,150 |
|
LPL FINANCIAL CORP |
1397 |
- |
2024-03-31 |
148,105 |
$9,089,000 |
2,115 |
|
BANK OF AMERICA CORP /DE/ |
3128 |
- |
2024-03-31 |
65,181 |
$4,000,000 |
11,706 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1288 |
- |
2024-03-31 |
61,763 |
$3,790,000 |
18,110 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
975 |
- |
2024-03-31 |
60,803 |
$3,731,000 |
-27,987 |
|
Private Advisor Group LLC |
672 |
- |
2024-03-31 |
44,339 |
$2,721,000 |
16,631 |
|
NTV ASSET MANAGEMENT LLC |
63 |
- |
2024-03-31 |
43,020 |
$2,640,000 |
100 |
|
STIFEL FINANCIAL CORP |
1608 |
- |
2024-03-31 |
37,768 |
$2,318,000 |
8,388 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1342 |
- |
2024-03-31 |
28,761 |
$1,765,000 |
16,858 |
|
Advisor Group Holdings Inc. |
1892 |
- |
2024-03-31 |
25,107 |
$1,541,000 |
589 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
660 |
- |
2024-03-31 |
22,031 |
$1,352,000 |
9,104 |
|
Geneos Wealth Management Inc. |
326 |
- |
2024-03-31 |
19,200 |
$1,178,000 |
0 |
|
DAVIDSON D A & CO |
712 |
*New |
2024-03-31 |
17,105 |
$1,050,000 |
17,105 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2241 |
- |
2024-03-31 |
15,740 |
$966,000 |
1,489 |
|
Ellis Investment Partners LLC |
92 |
- |
2024-03-31 |
15,264 |
$937,000 |
-427 |
|
RAYMOND JAMES & ASSOCIATES |
2687 |
- |
2024-03-31 |
13,661 |
$838,000 |
5,539 |
|
Rockefeller Capital Management L.P. |
1382 |
*New |
2024-03-31 |
10,606 |
$651,000 |
10,606 |
|
Laidlaw Wealth Management LLC |
84 |
- |
2024-03-31 |
10,470 |
$643,000 |
4 |
|
David J Yvars Group |
45 |
- |
2024-03-31 |
7,047 |
$433,000 |
5 |
|
ROYAL BANK OF CANADA |
3641 |
- |
2024-03-31 |
6,111 |
$376,000 |
92 |
|
PFG Advisors |
466 |
- |
2024-03-31 |
6,108 |
$375,000 |
-143 |
|
PRINCIPAL SECURITIES INC. |
802 |
- |
2024-03-31 |
5,659 |
$347,000 |
1,333 |
|
CREATIVE PLANNING |
2189 |
- |
2024-03-31 |
5,173 |
$317,000 |
1,249 |
|
ENVESTNET ASSET MANAGEMENT INC |
3710 |
- |
2024-03-31 |
4,732 |
$290,000 |
73 |
|
Archford Capital Strategies LLC |
227 |
- |
2024-03-31 |
4,331 |
$266,000 |
-8 |
|
Goss Wealth Management LLC |
1685 |
- |
2024-03-31 |
4,314 |
$265,000 |
0 |
|
Dynamic Advisors Solutions LLC |
836 |
*New |
2024-03-31 |
3,591 |
$220,000 |
3,591 |
|
Resurgent Financial Advisors LLC |
184 |
- |
2024-03-31 |
3,278 |
$201,000 |
2,031 |
|
KISTLERTIFFANY COMPANIES, LLC |
346 |
- |
2023-06-30 |
3,008 |
$152,000 |
-179 |
|
JTC Employer Solutions Trusteee Ltd |
209 |
- |
2024-03-31 |
1,500 |
$93,000 |
0 |
|
MORGAN STANLEY |
5860 |
- |
2024-03-31 |
1,285 |
$79,000 |
0 |
|
Aptus Capital Advisors LLC |
831 |
- |
2024-03-31 |
1,284 |
$79,000 |
0 |
|
Main Management LLC |
95 |
- |
2024-03-31 |
928 |
$57,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2043 |
- |
2024-03-31 |
908 |
$56,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3020 |
- |
2024-03-31 |
800 |
$50,000 |
100 |
|
S.A. Mason LLC |
247 |
- |
2024-03-31 |
800 |
$49,000 |
300 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
370 |
- |
2024-03-31 |
687 |
$42,000 |
0 |
|
FTB Advisors Inc. |
1066 |
- |
2024-03-31 |
654 |
$40,000 |
-99 |
|
Atlantic Trust Group LLC |
1798 |
*New |
2024-03-31 |
586 |
$36,000 |
586 |
|
PNC FINANCIAL SERVICES GROUP INC |
3124 |
- |
2024-03-31 |
590 |
$36,000 |
0 |
|
FIRST COMMUNITY TRUST NA |
174 |
*New |
2024-03-31 |
536 |
$33,000 |
536 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2213 |
*New |
2024-03-31 |
532 |
$33,000 |
532 |
|
NATIONAL BANK OF CANADA /FI/ |
1706 |
- |
2024-03-31 |
550 |
$33,000 |
225 |
|
HARBOUR INVESTMENTS INC. |
1720 |
- |
2023-12-31 |
494 |
$27,000 |
0 |
|
CITIGROUP INC |
4054 |
- |
2024-03-31 |
380 |
$23,000 |
0 |
|
WFA Asset Management Corp |
156 |
- |
2024-03-31 |
352 |
$22,000 |
1 |
|
NBC SECURITIES INC. |
1474 |
- |
2024-03-31 |
310 |
$19,000 |
0 |
|
Cranbrook Wealth Management LLC |
203 |
- |
2024-03-31 |
300 |
$18,000 |
0 |
|
CWM LLC |
3012 |
- |
2024-03-31 |
262 |
$16,000 |
0 |
|
Tortoise Investment Management LLC |
561 |
- |
2024-03-31 |
250 |
$15,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
368 |
- |
2024-03-31 |
250 |
$15,000 |
0 |
|
FMR LLC |
3992 |
- |
2024-03-31 |
225 |
$14,000 |
225 |
|
TD Waterhouse Canada Inc. |
1342 |
- |
2024-03-31 |
203 |
$12,000 |
0 |
|
Spire Wealth Management |
1730 |
*New |
2024-03-31 |
145 |
$9,000 |
145 |
|
NVWM LLC |
302 |
- |
2024-03-31 |
150 |
$9,000 |
-7 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
748 |
- |
2022-12-31 |
202 |
$8,000 |
0 |
|
UBS Group AG |
6132 |
*New |
2024-03-31 |
106 |
$7,000 |
106 |
|
VAN ECK ASSOCIATES CORP |
1333 |
- |
2024-03-31 |
108 |
$7,000 |
-46 |
|
SOA Wealth Advisors LLC. |
604 |
- |
2024-03-31 |
91 |
$6,000 |
61 |
|
VALLEY NATIONAL ADVISERS INC |
751 |
- |
2024-03-31 |
111 |
$6,000 |
0 |
|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
526 |
*New |
2024-03-31 |
86 |
$5,000 |
86 |
|
Ahrens Investment Partners LLC |
766 |
*New |
2023-03-31 |
100 |
$5,000 |
100 |
|
ICA Group Wealth Management LLC |
1023 |
- |
2024-03-31 |
85 |
$5,000 |
50 |
|
Aspect Partners LLC |
364 |
- |
2024-03-31 |
73 |
$4,000 |
0 |
|
Sachetta LLC |
641 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
Asset Dedication LLC |
849 |
- |
2024-03-31 |
52 |
$3,000 |
0 |
|
Coppell Advisory Solutions LLC |
1238 |
- |
2023-12-31 |
50 |
$3,000 |
50 |
|
Farther Finance Advisors LLC |
2274 |
*New |
2024-03-31 |
52 |
$3,000 |
52 |
|
Tradewinds Capital Management LLC |
431 |
*New |
2024-03-31 |
25 |
$2,000 |
25 |
|
Game Plan Financial Advisors LLC |
304 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
McGlone Suttner Wealth Management Inc. |
203 |
*Closed |
2024-03-31 |
0 |
$0 |
-39 |
|
FINANCIAL NETWORK |
2763 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,765 |
|
LM Advisors LLC |
217 |
*Closed |
2024-03-31 |
0 |
$0 |
-206 |
|
PROEQUITIES INC. |
3558 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BARCLAYS PLC |
4065 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,700 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,375 |
|
ADVISORY SERVICES NETWORK, LLC |
2638 |
*Closed |
2024-03-31 |
0 |
$0 |
-500 |
|
Larson Financial Group LLC |
1758 |
*Closed |
2024-03-31 |
0 |
$0 |
-117 |
|
Ronald Blue Trust Inc. |
2518 |
*Closed |
2024-03-31 |
0 |
$0 |
-285 |
|
Private Ocean LLC |
505 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
Cetera Investment Advisers |
1972 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,915 |
|
Rockbridge Investment Management LCC |
519 |
*Closed |
2024-03-31 |
0 |
$0 |
-50 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
654 |
*Closed |
2024-03-31 |
0 |
$0 |
-900 |
|
|
83 Records found
|
1
|
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