|
Institutional
Holders
Total
Institutions:
|
56 2 |
|
Total
shares held :
|
1,222,641 |
|
% of shares
held :
|
38.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-75,284 |
|
% of shares
held change :
|
-2.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$89.91 |
|
Last
Quarter's Ending
Price :
|
$107.28 |
|
Last
Quarter's Average
Price :
|
$93.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.72 (13.63%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1195 |
- |
2024-03-31 |
113,695 |
$12,223,000 |
-3,610 |
|
Armbruster Capital Management Inc. |
15 |
- |
2024-03-31 |
85,505 |
$9,193,000 |
-2,547 |
|
AllSquare Wealth Management LLC |
4 |
- |
2024-03-31 |
74,742 |
$8,035,000 |
-429 |
|
WELLS FARGO & CO/MN |
1947 |
- |
2024-03-31 |
47,306 |
$5,086,000 |
-2,529 |
|
Wealthcare Advisory Partners LLC |
106 |
- |
2024-03-31 |
46,558 |
$5,005,000 |
-1,901 |
|
BANK OF AMERICA CORP /DE/ |
2957 |
- |
2023-12-31 |
40,751 |
$4,372,000 |
-33,849 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
836 |
- |
2024-03-31 |
25,178 |
$2,707,000 |
-29,373 |
|
NTV ASSET MANAGEMENT LLC |
72 |
- |
2024-03-31 |
19,136 |
$2,057,000 |
-1,205 |
|
STIFEL FINANCIAL CORP |
1642 |
- |
2023-12-31 |
19,155 |
$2,055,000 |
-988 |
|
CAPTRUST FINANCIAL ADVISORS |
1050 |
- |
2023-12-31 |
14,035 |
$1,506,000 |
-142 |
|
ROYAL BANK OF CANADA |
2906 |
- |
2023-12-31 |
12,032 |
$1,291,000 |
-18,697 |
|
Advisor Group Holdings Inc. |
2099 |
- |
2024-03-31 |
11,728 |
$1,261,000 |
-11,055 |
|
Stratos Wealth Partners LTD. |
733 |
- |
2024-03-31 |
7,073 |
$760,000 |
-955 |
|
SUMMIT FINANCIAL GROUP INC |
101 |
- |
2024-03-31 |
6,660 |
$716,000 |
-910 |
|
American Institute for Advanced Investment Managem |
52 |
- |
2024-03-31 |
6,522 |
$701,000 |
-79 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1998 |
- |
2024-03-31 |
6,357 |
$683,000 |
-14,978 |
|
MML INVESTORS SERVICES LLC |
1604 |
- |
2023-12-31 |
6,006 |
$644,000 |
-60 |
|
BB&T CORP |
1938 |
- |
2023-12-31 |
4,579 |
$491,000 |
-423 |
|
JANNEY MONTGOMERY SCOTT LLC |
2272 |
- |
2024-03-31 |
3,005 |
$323,000 |
-100 |
|
CWM LLC |
1324 |
- |
2024-03-31 |
2,747 |
$295,000 |
-250 |
|
OPPENHEIMER & CO INC |
1326 |
- |
2024-03-31 |
1,943 |
$209,000 |
-46 |
|
Ahrens Investment Partners LLC |
241 |
- |
2023-03-31 |
925 |
$84,000 |
-1,800 |
|
VALLEY NATIONAL ADVISERS INC |
366 |
- |
2024-03-31 |
623 |
$66,000 |
-153 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
250 |
- |
2023-06-30 |
575 |
$54,000 |
-24 |
|
FMR LLC |
3450 |
- |
2023-12-31 |
385 |
$41,000 |
-24 |
|
CITIGROUP INC |
3803 |
- |
2024-03-31 |
375 |
$40,000 |
-100 |
|
Cutler Group LP |
460 |
- |
2024-03-31 |
300 |
$32,000 |
-7 |
|
|
27 Records found
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1
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