|
Institutional
Holders
Total
Institutions:
|
88 14 |
|
Total
shares held :
|
2,139,937 |
|
% of shares
held :
|
2.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-732,546 |
|
% of shares
held change :
|
-0.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.19 |
|
Last
Quarter's Ending
Price :
|
$54.57 |
|
Last
Quarter's Average
Price :
|
$52.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.13 (7.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
2507 |
- |
2023-12-31 |
432,935 |
$23,623,000 |
-66,948 |
|
LPL FINANCIAL CORP |
1008 |
- |
2023-12-31 |
274,660 |
$14,987,000 |
5,109 |
|
Atria Wealth Solutions Inc. |
203 |
- |
2023-12-31 |
148,883 |
$8,124,000 |
-2,499 |
|
BANK OF AMERICA CORP /DE/ |
2655 |
- |
2023-12-31 |
128,629 |
$7,019,000 |
4,335 |
|
Advisor Group Holdings Inc. |
1088 |
- |
2023-12-31 |
106,504 |
$5,813,000 |
-38,167 |
|
Oakmont Partners LLC |
150 |
- |
2024-03-31 |
92,050 |
$5,209,000 |
-1,786 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1121 |
- |
2024-03-31 |
90,101 |
$5,099,000 |
1,826 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
752 |
- |
2024-03-31 |
86,719 |
$4,907,000 |
-1,112 |
|
Milestone Advisory Partners |
7 |
- |
2023-09-30 |
88,278 |
$4,440,000 |
43,155 |
|
WealthCare Investment Partners LLC |
13 |
- |
2024-03-31 |
69,850 |
$3,953,000 |
-10,562 |
|
Friedenthal Financial |
16 |
- |
2024-03-31 |
40,544 |
$2,294,000 |
1,496 |
|
WELLS FARGO & CO/MN |
2430 |
- |
2023-12-31 |
40,983 |
$2,236,000 |
-6,149 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
40,526 |
$2,211,000 |
-911 |
|
ADVISORY SERVICES NETWORK, LLC |
442 |
- |
2023-12-31 |
34,463 |
$1,880,000 |
4,738 |
|
UBS Group AG |
2910 |
- |
2023-12-31 |
33,917 |
$1,851,000 |
-1,453 |
|
Private Advisor Group LLC |
846 |
- |
2023-12-31 |
30,688 |
$1,674,000 |
13,257 |
|
STIFEL FINANCIAL CORP |
1796 |
- |
2023-12-31 |
30,577 |
$1,668,000 |
-8,368 |
|
CITADEL ADVISORS LLC |
2515 |
- |
2023-12-31 |
28,934 |
$1,579,000 |
-4,787 |
|
Flaharty Asset Management LLC |
41 |
- |
2023-12-31 |
26,055 |
$1,422,000 |
-371,746 |
|
Kalos Management Inc. |
12 |
- |
2023-06-30 |
12,434 |
$1,375,000 |
-31 |
|
Financial Gravity Wealth Inc. |
200 |
- |
2023-12-31 |
134 |
$1,244,000 |
0 |
|
Jackson Wealth Management LLC |
68 |
- |
2023-12-31 |
22,251 |
$1,214,000 |
-2,630 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
66 |
- |
2024-03-31 |
21,282 |
$1,205,000 |
-3 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2104 |
- |
2023-12-31 |
19,196 |
$1,047,000 |
-353 |
|
ENVESTNET ASSET MANAGEMENT INC |
2902 |
- |
2023-12-31 |
18,999 |
$1,037,000 |
-1,807 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
18,146 |
$990,000 |
-1,973 |
|
Cetera Investment Advisers |
1134 |
- |
2023-12-31 |
17,195 |
$938,000 |
4,719 |
|
JANE STREET GROUP LLC |
3334 |
*New |
2023-12-31 |
15,936 |
$870,000 |
15,936 |
|
Berger Financial Group Inc |
159 |
*New |
2024-03-31 |
15,034 |
$851,000 |
15,034 |
|
PACIFIC SUN FINANCIAL CORP |
61 |
- |
2023-12-31 |
14,402 |
$786,000 |
-34 |
|
Ausdal Financial Partners Inc. |
206 |
- |
2024-03-31 |
13,429 |
$760,000 |
-52 |
|
DENVER WEALTH MANAGEMENT INC. |
38 |
- |
2024-03-31 |
13,185 |
$746,000 |
4,047 |
|
COMERICA BANK |
1713 |
- |
2023-12-31 |
12,764 |
$696,000 |
9,342 |
|
STELAC ADVISORY SERVICES LLC |
44 |
- |
2023-12-31 |
11,344 |
$619,000 |
-10,824 |
|
Cedar Brook Financial Partners LLC |
187 |
- |
2024-03-31 |
10,141 |
$574,000 |
2,010 |
|
FINANCIAL NETWORK |
1776 |
- |
2023-12-31 |
10,325 |
$563,000 |
128 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
93 |
- |
2023-12-31 |
10,000 |
$546,000 |
-2,043 |
|
WESPAC Advisors SoCal LLC |
69 |
- |
2024-03-31 |
8,650 |
$490,000 |
0 |
|
Kestra Advisory Services LLC |
1537 |
- |
2023-12-31 |
8,870 |
$484,000 |
108 |
|
WESPAC ADVISORS, LLC |
109 |
- |
2024-03-31 |
8,017 |
$454,000 |
-258 |
|
Arete Wealth Advisors LLC |
438 |
*New |
2023-12-31 |
7,954 |
$434,000 |
7,954 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
7,900 |
$431,000 |
90 |
|
Capital Analysts Inc. |
331 |
- |
2023-12-31 |
7,699 |
$420,000 |
-9,038 |
|
Walker Asset Management LLC |
61 |
- |
2024-03-31 |
7,285 |
$412,000 |
47 |
|
Joseph P. Lucia & Associates LLC |
78 |
- |
2023-12-31 |
7,465 |
$407,000 |
-390 |
|
ZRC WEALTH MANAGEMENT LLC |
77 |
- |
2024-03-31 |
6,800 |
$385,000 |
0 |
|
LINCOLN NATIONAL CORP |
776 |
- |
2023-12-31 |
6,767 |
$369,000 |
-665 |
|
AMERIPRISE FINANCIAL INC |
3480 |
- |
2023-12-31 |
6,738 |
$368,000 |
-84,940 |
|
Delos Wealth Advisors LLC |
30 |
- |
2023-12-31 |
6,516 |
$356,000 |
-4,036 |
|
TOWER RESEARCH CAPITAL LLC |
1670 |
- |
2023-12-31 |
6,343 |
$346,000 |
-7,042 |
|
HARBOUR INVESTMENTS INC. |
692 |
- |
2023-12-31 |
5,747 |
$314,000 |
-19,876 |
|
EQIS CAPITAL MANAGEMENT, INC. |
602 |
- |
2023-12-31 |
5,370 |
$293,000 |
-196 |
|
BB&T CORP |
2275 |
- |
2023-12-31 |
5,279 |
$288,000 |
-633 |
|
NOTTINGHAM ADVISORS INC |
112 |
*New |
2023-12-31 |
5,235 |
$286,000 |
5,235 |
|
ROYAL BANK OF CANADA |
4142 |
- |
2023-12-31 |
5,231 |
$285,000 |
-11,020 |
|
Lido Advisors LLC |
932 |
- |
2023-12-31 |
5,192 |
$283,000 |
-10,406 |
|
PFG Advisors |
497 |
- |
2023-12-31 |
5,190 |
$283,000 |
589 |
|
Capital Financial Planning LLC |
59 |
- |
2023-09-30 |
5,609 |
$282,000 |
2,819 |
|
Integrated Wealth Concepts LLC |
1356 |
- |
2023-12-31 |
4,431 |
$242,000 |
-147 |
|
Allen Capital Group LLC |
188 |
- |
2024-03-31 |
4,164 |
$236,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1180 |
- |
2023-12-31 |
4,250 |
$232,000 |
50 |
|
Laurel Wealth Advisors Inc. |
619 |
- |
2022-12-31 |
1,827 |
$213,000 |
-100 |
|
Sanctuary Wealth Management L.L.C. |
37 |
- |
2023-12-31 |
3,698 |
$202,000 |
1,486 |
|
RAYMOND JAMES & ASSOCIATES |
3564 |
- |
2024-03-31 |
3,561 |
$201,000 |
3,561 |
|
Qube Research & Technologies Ltd |
2562 |
- |
2023-12-31 |
2,663 |
$145,000 |
100 |
|
NATIONAL BANK OF CANADA /FI/ |
1336 |
- |
2023-12-31 |
2,578 |
$143,000 |
797 |
|
Financial Perspectives Inc |
184 |
- |
2024-03-31 |
2,112 |
$120,000 |
0 |
|
PRIVATE TRUST CO NA |
874 |
- |
2024-03-31 |
1,748 |
$99,000 |
-186 |
|
Tradewinds Capital Management LLC |
121 |
- |
2024-03-31 |
1,605 |
$91,000 |
9 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1870 |
- |
2023-12-31 |
1,374 |
$75,000 |
-805 |
|
Carmichael Hill & Associates Inc. |
302 |
- |
2024-03-31 |
867 |
$49,000 |
-273 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
790 |
$43,000 |
0 |
|
FTB Advisors Inc. |
1095 |
- |
2024-03-31 |
658 |
$37,000 |
148 |
|
US BANCORP |
2782 |
- |
2023-12-31 |
662 |
$36,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
625 |
$34,000 |
-305 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
771 |
- |
2023-12-31 |
629 |
$34,000 |
6 |
|
Main Street Group LTD |
262 |
- |
2023-12-31 |
630 |
$34,000 |
0 |
|
Salomon & Ludwin LLC |
358 |
- |
2023-12-31 |
638 |
$32,000 |
0 |
|
SIGNATUREFD, LLC |
1692 |
- |
2023-12-31 |
580 |
$32,000 |
31 |
|
SRS Capital Advisors Inc. |
602 |
- |
2023-12-31 |
478 |
$26,000 |
0 |
|
FMR LLC |
3726 |
- |
2023-12-31 |
423 |
$23,000 |
0 |
|
Spire Wealth Management |
1566 |
- |
2024-03-31 |
300 |
$17,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
771 |
- |
2024-03-31 |
276 |
$16,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2039 |
- |
2023-12-31 |
278 |
$15,000 |
0 |
|
PROEQUITIES INC. |
1572 |
- |
2023-12-31 |
250 |
$14,000 |
250 |
|
Steward Partners Investment Advisory LLC |
2668 |
- |
2023-12-31 |
206 |
$11,000 |
0 |
|
Sargent Bickham Lagudis LLC |
709 |
- |
2022-12-31 |
85 |
$10,000 |
0 |
|
PSI Advisors LLC |
543 |
- |
2024-03-31 |
118 |
$7,000 |
0 |
|
Aptus Capital Advisors LLC |
826 |
- |
2023-12-31 |
100 |
$5,000 |
0 |
|
Impact Partnership Wealth LLC |
597 |
- |
2023-12-31 |
66 |
$4,000 |
0 |
|
Global Retirement Partners LLC |
2541 |
- |
2024-03-31 |
48 |
$3,000 |
0 |
|
Larson Financial Group LLC |
1419 |
- |
2023-12-31 |
10 |
$1,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
926 |
*Closed |
2023-12-31 |
0 |
$0 |
-65 |
|
Envestnet Portfolio Solutions Inc. |
1536 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,557 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
176 |
*Closed |
2023-03-31 |
0 |
$0 |
-1 |
|
TD Waterhouse Canada Inc. |
1653 |
*Closed |
2023-12-31 |
0 |
$0 |
-66 |
|
Green Harvest Asset Management LLC |
187 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,059 |
|
TWO SIGMA INVESTMENTS LLC |
3161 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,000 |
|
J P MORGAN CHASE & CO |
6143 |
*Closed |
2023-12-31 |
0 |
$0 |
-207 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
532 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,801 |
|
|
100 Records found
|
1
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