|
Institutional
Holders
Total
Institutions:
|
114 7 |
|
Total
shares held :
|
49,124,433 |
|
% of shares
held :
|
66.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-1,633,554 |
|
% of shares
held change :
|
-2.21% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.25 |
|
Last
Quarter's Ending
Price :
|
$27.42 |
|
Last
Quarter's Average
Price :
|
$26.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.40 (9.23%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HPM Partners LLC |
|
- |
2023-12-31 |
8,012,073 |
$219,691,000 |
-131,460 |
|
MORGAN STANLEY |
1116 |
- |
2023-12-31 |
3,851,374 |
$105,605,000 |
-376,278 |
|
UBS Group AG |
641 |
- |
2023-12-31 |
1,998,430 |
$54,797,000 |
-139,633 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
330 |
- |
2024-03-31 |
1,295,375 |
$36,270,000 |
-685,667 |
|
Trilogy Capital Inc. |
16 |
- |
2024-03-31 |
1,064,898 |
$29,817,000 |
-70,290 |
|
RAYMOND JAMES & ASSOCIATES |
606 |
- |
2024-03-31 |
1,035,894 |
$29,005,000 |
-15,425 |
|
WCG Wealth Advisors LLC |
6 |
- |
2023-12-31 |
1,034,058 |
$28,354,000 |
-186,033 |
|
ROYAL BANK OF CANADA |
1328 |
- |
2023-12-31 |
460,129 |
$12,617,000 |
-84,259 |
|
H D Vest Advisory Services |
141 |
- |
2024-03-31 |
448,824 |
$12,567,000 |
-4,570,560 |
|
QUANTITATIVE ADVANTAGE LLC |
20 |
- |
2023-03-31 |
427,063 |
$11,245,000 |
-9,713 |
|
Clarius Group LLC |
22 |
- |
2024-03-31 |
334,857 |
$9,376,000 |
-302,385 |
|
ENVESTNET ASSET MANAGEMENT INC |
1772 |
- |
2023-12-31 |
214,866 |
$5,892,000 |
-22,917 |
|
AMERIPRISE FINANCIAL INC |
2256 |
- |
2023-12-31 |
188,821 |
$5,178,000 |
-97,399 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
137 |
- |
2023-12-31 |
185,334 |
$5,082,000 |
-8,306 |
|
IAG Wealth Partners LLC |
24 |
- |
2024-03-31 |
176,325 |
$4,937,000 |
-2,600 |
|
Lido Advisors LLC |
245 |
- |
2023-12-31 |
178,157 |
$4,885,000 |
-1,062 |
|
HOWARD FINANCIAL SERVICES LTD. |
30 |
- |
2024-03-31 |
144,389 |
$4,043,000 |
-10,347 |
|
MERCER GLOBAL ADVISORS INC /ADV |
540 |
- |
2023-12-31 |
140,043 |
$3,840,000 |
-30,284 |
|
Resource Planning Group |
16 |
- |
2023-12-31 |
127,477 |
$3,495,000 |
-27,215 |
|
BB&T CORP |
1019 |
- |
2023-12-31 |
117,128 |
$3,212,000 |
-20,306 |
|
WESCAP Management Group Inc. |
28 |
- |
2023-12-31 |
101,972 |
$2,796,000 |
-1 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1535 |
- |
2024-03-31 |
98,743 |
$2,765,000 |
-11,194 |
|
Goss Wealth Management LLC |
572 |
- |
2023-12-31 |
92,979 |
$2,542,000 |
-2,832 |
|
Resources Investment Advisors Inc. |
304 |
- |
2024-03-31 |
81,645 |
$2,286,000 |
-10,690 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
160 |
- |
2023-12-31 |
82,819 |
$2,271,000 |
-69,438 |
|
Fermata Advisors LLC |
52 |
- |
2024-03-31 |
71,312 |
$1,997,000 |
-5,525 |
|
J P MORGAN CHASE & CO |
3038 |
- |
2024-03-31 |
64,181 |
$1,797,000 |
-5,597 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
786 |
- |
2023-09-30 |
68,276 |
$1,751,000 |
-99,731 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
59 |
- |
2024-03-31 |
54,400 |
$1,523,000 |
-988 |
|
WELLS FARGO & CO/MN |
2785 |
- |
2024-03-31 |
50,845 |
$1,424,000 |
-50,948 |
|
Advisor Group Holdings Inc. |
2121 |
- |
2024-03-31 |
44,218 |
$1,238,000 |
-5,695 |
|
HANSON MCCLAIN, INC. |
378 |
- |
2024-03-31 |
43,180 |
$1,209,000 |
-8,383 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1671 |
- |
2024-03-31 |
38,385 |
$1,075,000 |
-1,653 |
|
DAVIDSON D A & CO |
694 |
- |
2023-12-31 |
38,183 |
$1,047,000 |
-918 |
|
Kestra Advisory Services LLC |
1141 |
- |
2023-12-31 |
34,769 |
$953,000 |
-23,302 |
|
Cetera Investment Advisers |
1131 |
- |
2023-12-31 |
34,392 |
$943,000 |
-1,515 |
|
Cranbrook Wealth Management LLC |
50 |
- |
2024-03-31 |
31,665 |
$887,000 |
-51,630 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1314 |
- |
2024-03-31 |
29,655 |
$830,000 |
-4,788 |
|
CITIGROUP INC |
2469 |
- |
2024-03-31 |
26,973 |
$755,000 |
-245 |
|
Equitable Holdings Inc. |
698 |
- |
2023-12-31 |
23,139 |
$634,000 |
-7,761 |
|
CLIENT 1ST ADVISORY GROUP LLC |
47 |
- |
2024-03-31 |
21,015 |
$588,000 |
-567 |
|
KMG FIDUCIARY PARTNERS LLC |
171 |
- |
2024-03-31 |
20,745 |
$581,000 |
-12,225 |
|
Intrua Financial LLC |
169 |
- |
2023-03-31 |
20,348 |
$547,000 |
-3,318 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1228 |
- |
2023-12-31 |
16,759 |
$460,000 |
-9,336 |
|
STIFEL FINANCIAL CORP |
2617 |
- |
2023-12-31 |
16,230 |
$445,000 |
-24,042 |
|
Arkadios Wealth Advisors |
436 |
- |
2024-03-31 |
14,652 |
$410,000 |
-1,194 |
|
DAVENPORT & CO LLC |
848 |
- |
2024-03-31 |
14,150 |
$396,000 |
-912 |
|
COMERICA BANK |
1999 |
- |
2023-12-31 |
13,478 |
$370,000 |
-4,317 |
|
SlateStone Wealth LLC |
226 |
- |
2024-03-31 |
12,126 |
$340,000 |
-2,501 |
|
Gladstone Institutional Advisory LLC |
514 |
- |
2023-12-31 |
11,398 |
$313,000 |
-280 |
|
IFP Advisors Inc |
749 |
- |
2023-12-31 |
11,030 |
$302,000 |
-8,520 |
|
PCA Investment Advisory Services Inc. |
88 |
- |
2024-03-31 |
10,740 |
$301,000 |
-5,649 |
|
JANNEY MONTGOMERY SCOTT LLC |
2392 |
- |
2024-03-31 |
9,553 |
$267,000 |
-201 |
|
AdvisorNet Financial Inc |
435 |
- |
2024-03-31 |
8,694 |
$243,000 |
-1,658 |
|
Wagner Wealth Management LLC |
127 |
- |
2024-03-31 |
6,636 |
$186,000 |
-191,357 |
|
AYRSHIRE ASSOCIATES INC |
228 |
- |
2023-12-31 |
4,357 |
$119,000 |
-175 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1027 |
- |
2024-03-31 |
545 |
$15,000 |
-89 |
|
CWM LLC |
3165 |
- |
2024-03-31 |
450 |
$13,000 |
-2,120 |
|
|
58 Records found
|
1
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