|
Institutional
Holders
Total
Institutions:
|
178 14 |
|
Total
shares held :
|
13,411,113 |
|
% of shares
held :
|
14.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
Amount
of shares held :
|
-1,673,622 |
|
% of shares
held change :
|
-1.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.27 |
|
Last
Quarter's Ending
Price :
|
$29.78 |
|
Last
Quarter's Average
Price :
|
$27.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.85 (10.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HIGHTOWER ADVISORS, LLC |
195 |
- |
2023-12-31 |
2,246,334 |
$66,696,000 |
18,077 |
|
MORGAN STANLEY |
2255 |
- |
2023-12-31 |
995,172 |
$29,636,000 |
-246,854 |
|
LPL FINANCIAL CORP |
779 |
- |
2023-12-31 |
838,538 |
$24,972,000 |
-39,111 |
|
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
7 |
- |
2024-03-31 |
693,725 |
$22,054,000 |
12,145 |
|
BANK OF AMERICA CORP /DE/ |
1884 |
- |
2023-12-31 |
598,982 |
$17,838,000 |
-96,761 |
|
ROYAL BANK OF CANADA |
1222 |
- |
2023-12-31 |
524,658 |
$15,625,000 |
-28,001 |
|
Advisor Group Holdings Inc. |
577 |
- |
2023-12-31 |
520,434 |
$15,499,000 |
-470,348 |
|
Peak Financial Management Inc. |
6 |
- |
2024-03-31 |
336,864 |
$10,709,000 |
-5,590 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
766 |
- |
2024-03-31 |
329,125 |
$10,463,000 |
117,912 |
|
MCCORMACK ADVISORS INTERNATIONAL |
134 |
- |
2023-12-31 |
335,516 |
$9,992,000 |
-668 |
|
UBS Group AG |
1485 |
- |
2023-12-31 |
320,862 |
$9,555,000 |
-156,979 |
|
J P MORGAN CHASE & CO |
2098 |
- |
2023-12-31 |
307,364 |
$9,153,000 |
9,294 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
837 |
- |
2024-03-31 |
287,398 |
$9,136,000 |
-30,461 |
|
WELLS FARGO & CO/MN |
1580 |
- |
2023-12-31 |
294,188 |
$8,761,000 |
-3,129 |
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
7 |
- |
2023-12-31 |
254,579 |
$7,581,000 |
17,066 |
|
STIFEL FINANCIAL CORP |
913 |
- |
2023-12-31 |
244,740 |
$7,288,000 |
97,408 |
|
BerganKDV Wealth Management LLC |
31 |
- |
2023-06-30 |
23,365 |
$6,963,000 |
-220 |
|
AMERIPRISE FINANCIAL INC |
2068 |
- |
2023-12-31 |
221,270 |
$6,608,000 |
-4,784 |
|
Green Harvest Asset Management LLC |
50 |
- |
2023-12-31 |
196,152 |
$5,841,000 |
-62,435 |
|
CREATIVE PLANNING |
527 |
- |
2023-12-31 |
195,623 |
$5,826,000 |
14,798 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
178,772 |
$5,683,000 |
33,323 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
754 |
- |
2024-03-31 |
154,100 |
$4,899,000 |
4,915 |
|
Berger Financial Group Inc |
82 |
*New |
2024-03-31 |
128,316 |
$4,079,000 |
128,316 |
|
Joseph P. Lucia & Associates LLC |
|
- |
2024-03-31 |
124,465 |
$3,957,000 |
2,535 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
15 |
- |
2024-03-31 |
123,929 |
$3,941,000 |
-6,798 |
|
FCA CORP /TX |
24 |
- |
2023-12-31 |
129,683 |
$3,862,000 |
2,220 |
|
Leo H. Evart Inc. |
5 |
- |
2023-09-30 |
140,274 |
$3,844,000 |
125,584 |
|
McAdam LLC |
63 |
- |
2024-03-31 |
101,102 |
$3,214,000 |
-1,808 |
|
Friedenthal Financial |
13 |
- |
2024-03-31 |
94,289 |
$2,997,000 |
615 |
|
Cornerstone Advisory LLP |
46 |
- |
2023-12-31 |
98,626 |
$2,937,000 |
-6,368 |
|
Focus Financial Network Inc. |
126 |
- |
2024-03-31 |
94,650 |
$2,773,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
169 |
- |
2023-12-31 |
91,664 |
$2,730,000 |
0 |
|
OV Management LLC |
15 |
- |
2023-12-31 |
81,971 |
$2,676,000 |
0 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
80 |
- |
2023-12-31 |
82,134 |
$2,446,000 |
-1,048 |
|
Capital Analysts Inc. |
149 |
- |
2023-12-31 |
77,565 |
$2,310,000 |
-114 |
|
Socha Financial Group LLC |
9 |
- |
2023-12-31 |
76,684 |
$2,284,000 |
-316 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
63 |
- |
2024-03-31 |
71,835 |
$2,284,000 |
-3,300 |
|
MONEY CONCEPTS CAPITAL CORP |
129 |
*New |
2024-03-31 |
71,766 |
$2,281,000 |
71,766 |
|
OHE FINANCIAL INC |
64 |
- |
2023-12-31 |
75,477 |
$2,248,000 |
-72 |
|
Acorn Wealth Advisors LLC |
21 |
- |
2024-03-31 |
69,085 |
$2,196,000 |
251 |
|
STELAC ADVISORY SERVICES LLC |
23 |
- |
2023-12-31 |
71,620 |
$2,133,000 |
-16,760 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
927 |
- |
2024-03-31 |
64,629 |
$2,055,000 |
27,811 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
752 |
- |
2023-12-31 |
68,416 |
$2,037,000 |
-23,812 |
|
GREAT VALLEY ADVISOR GROUP INC. |
264 |
- |
2023-12-31 |
57,108 |
$1,701,000 |
1,589 |
|
Optas LLC |
38 |
- |
2024-03-31 |
52,790 |
$1,678,000 |
0 |
|
Yoder Wealth Management Inc. |
28 |
- |
2024-03-31 |
52,318 |
$1,663,000 |
-1,734 |
|
Laidlaw Wealth Management LLC |
48 |
- |
2023-12-31 |
51,040 |
$1,520,000 |
-2,000 |
|
KINGFISHER CAPITAL LLC |
77 |
- |
2023-12-31 |
49,591 |
$1,477,000 |
283 |
|
RAYMOND JAMES & ASSOCIATES |
2334 |
- |
2024-03-31 |
46,474 |
$1,477,000 |
-603 |
|
OPPENHEIMER & CO INC |
595 |
- |
2023-12-31 |
48,428 |
$1,442,000 |
2,543 |
|
Walker Asset Management LLC |
18 |
- |
2024-03-31 |
43,729 |
$1,390,000 |
-2,154 |
|
MULTIFINANCIAL SECURITIES CORP |
639 |
- |
2023-12-31 |
46,555 |
$1,386,000 |
-9,369 |
|
JANNEY MONTGOMERY SCOTT LLC |
1413 |
- |
2024-03-31 |
37,799 |
$1,202,000 |
-3,733 |
|
ENVESTNET ASSET MANAGEMENT INC |
2813 |
- |
2023-12-31 |
39,324 |
$1,171,000 |
8,276 |
|
PCG Wealth Advisors LLC |
48 |
- |
2024-03-31 |
36,408 |
$1,157,000 |
2,947 |
|
FIRST HEARTLAND CONSULTANTS INC |
129 |
- |
2023-12-31 |
38,585 |
$1,149,000 |
726 |
|
Biltmore Family Office LLC |
68 |
- |
2023-12-31 |
38,310 |
$1,141,000 |
0 |
|
FINANCIAL NETWORK |
1288 |
- |
2023-12-31 |
37,921 |
$1,129,000 |
-21,040 |
|
Red Mountain Financial LLC |
17 |
- |
2023-12-31 |
37,552 |
$1,118,000 |
0 |
|
Lido Advisors LLC |
534 |
- |
2023-12-31 |
35,290 |
$1,051,000 |
-51,246 |
|
EQIS CAPITAL MANAGEMENT, INC. |
245 |
- |
2023-12-31 |
33,909 |
$1,010,000 |
-1,189 |
|
Financial Gravity Wealth Inc. |
222 |
- |
2023-12-31 |
1,346 |
$1,005,000 |
0 |
|
Ironsides Asset Advisors LLC |
22 |
- |
2023-12-31 |
32,640 |
$972,000 |
-5,350 |
|
CI Private Wealth LLC |
1297 |
- |
2023-12-31 |
31,992 |
$953,000 |
-10,260 |
|
UMB BANK N A/MO |
340 |
- |
2024-03-31 |
29,000 |
$922,000 |
0 |
|
DAVENPORT & CO LLC |
|
- |
2024-03-31 |
28,594 |
$909,000 |
-7,174 |
|
CRA Financial Services LLC |
82 |
- |
2024-03-31 |
28,472 |
$905,000 |
-80 |
|
Beacon Pointe Advisors LLC |
691 |
- |
2023-12-31 |
30,050 |
$895,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1016 |
- |
2023-09-30 |
32,408 |
$888,000 |
29,166 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
166 |
- |
2024-03-31 |
27,724 |
$881,000 |
5 |
|
Eagle Capital Management LLC |
29 |
- |
2024-03-31 |
26,465 |
$841,000 |
-3,087 |
|
Landmark Financial Advisors LLC |
41 |
- |
2023-12-31 |
26,069 |
$776,000 |
886 |
|
TrinityPoint Wealth LLC |
155 |
- |
2023-12-31 |
24,281 |
$723,000 |
-539 |
|
ADVISORY SERVICES NETWORK, LLC |
777 |
- |
2023-12-31 |
22,545 |
$671,000 |
5,054 |
|
PFG Advisors |
325 |
- |
2023-12-31 |
22,119 |
$659,000 |
-602 |
|
Cascade Wealth Advisors Inc |
33 |
- |
2024-03-31 |
21,900 |
$656,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
379 |
- |
2024-03-31 |
20,100 |
$639,000 |
0 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
14,300 |
$619,000 |
7 |
|
Koshinski Asset Management Inc. |
247 |
- |
2023-12-31 |
20,795 |
$619,000 |
7,841 |
|
Asset Dedication LLC |
211 |
- |
2024-03-31 |
19,380 |
$616,000 |
0 |
|
Hartland & Co. LLC |
290 |
- |
2023-12-31 |
19,520 |
$581,000 |
0 |
|
Gateway Wealth Partners LLC |
95 |
- |
2023-12-31 |
19,132 |
$570,000 |
4 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
17,598 |
$559,000 |
1,055 |
|
PRIVATE TRUST CO NA |
340 |
- |
2024-03-31 |
17,350 |
$552,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1883 |
- |
2023-12-31 |
18,217 |
$543,000 |
1,256 |
|
Kingsview Wealth Management LLC |
618 |
- |
2023-12-31 |
17,946 |
$534,000 |
-420 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
16,640 |
$529,000 |
-680 |
|
Arete Wealth Advisors LLC |
388 |
- |
2023-12-31 |
17,661 |
$526,000 |
17,661 |
|
SeaCrest Wealth Management LLC |
304 |
- |
2024-03-31 |
16,156 |
$514,000 |
4 |
|
Kapstone Financial Advisors LLC |
50 |
- |
2023-12-31 |
17,030 |
$507,000 |
-2,050 |
|
DHJJ Financial Advisors Ltd. |
80 |
- |
2024-03-31 |
15,656 |
$498,000 |
0 |
|
Kestra Advisory Services LLC |
1533 |
- |
2023-12-31 |
16,352 |
$487,000 |
201 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
15,093 |
$480,000 |
-1,065 |
|
Goss Wealth Management LLC |
1286 |
- |
2023-12-31 |
16,065 |
$478,000 |
-2,174 |
|
ATLAS CAPITAL ADVISORS LLC |
224 |
- |
2024-03-31 |
14,562 |
$463,000 |
0 |
|
AE Wealth Management LLC |
1525 |
- |
2023-12-31 |
14,218 |
$426,000 |
4,867 |
|
Equitable Holdings Inc. |
831 |
- |
2023-12-31 |
13,950 |
$415,000 |
-3,400 |
|
Resources Investment Advisors Inc. |
794 |
- |
2023-12-31 |
13,717 |
$408,000 |
-4,843 |
|
BLACKROCK INC. |
4139 |
- |
2023-12-31 |
13,500 |
$402,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4053 |
- |
2023-12-31 |
13,421 |
$400,000 |
13,421 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|