|
Institutional
Holders
Total
Institutions:
|
393 20 |
|
Total
shares held :
|
36,103,673 |
|
% of shares
held :
|
78.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
46 |
|
Amount
of shares held :
|
2,455,828 |
|
% of shares
held change :
|
5.35% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$70.55 |
|
Last
Quarter's Ending
Price :
|
$79.34 |
|
Last
Quarter's Average
Price :
|
$73.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.25 (8.48%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CITIGROUP INC |
145 |
- |
2023-12-31 |
1,387,922 |
$110,118,000 |
-16,988 |
|
LPL FINANCIAL CORP |
356 |
- |
2023-12-31 |
984,749 |
$78,130,000 |
-2,877 |
|
Edge Capital Group LLC |
4 |
- |
2023-12-31 |
946,908 |
$75,128,000 |
-20,336 |
|
UBS Group AG |
644 |
- |
2023-12-31 |
680,247 |
$53,971,000 |
-54,381 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
244 |
- |
2024-03-31 |
635,533 |
$51,815,000 |
-11,551 |
|
AMERIPRISE FINANCIAL INC |
773 |
- |
2023-12-31 |
623,564 |
$49,444,000 |
-575,274 |
|
BB&T CORP |
320 |
- |
2023-12-31 |
374,799 |
$29,737,000 |
-49,345 |
|
RAYMOND JAMES & ASSOCIATES |
621 |
- |
2024-03-31 |
344,362 |
$28,076,000 |
-3,896 |
|
BOSTON FINANCIAL MANGEMENT INC /MA |
36 |
- |
2023-12-31 |
324,620 |
$25,755,000 |
-360 |
|
Insight Wealth Strategies LLC |
8 |
- |
2024-03-31 |
291,170 |
$23,739,000 |
-573 |
|
VeraBank N.A. |
|
- |
2024-03-31 |
290,225 |
$23,662,000 |
-2,001 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
263 |
- |
2023-09-30 |
312,151 |
$22,266,000 |
-8,362 |
|
MERCER GLOBAL ADVISORS INC /ADV |
192 |
- |
2023-12-31 |
259,341 |
$20,576,000 |
-773 |
|
Goss Wealth Management LLC |
115 |
- |
2023-12-31 |
251,137 |
$19,925,000 |
-37,987 |
|
Ackerman Capital Advisors LLC |
4 |
- |
2024-03-31 |
222,006 |
$18,100,000 |
-1,835 |
|
American Trust |
17 |
- |
2023-12-31 |
226,096 |
$17,938,000 |
-14,276 |
|
Kohmann Bosshard Financial Services LLC |
15 |
- |
2024-03-31 |
176,312 |
$14,375,000 |
-12,261 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
384 |
- |
2024-03-31 |
175,230 |
$14,286,000 |
-7,040 |
|
JNBA FINANCIAL ADVISORS |
20 |
- |
2024-03-31 |
165,842 |
$13,521,000 |
-67,690 |
|
MML INVESTORS SERVICES LLC |
319 |
- |
2023-12-31 |
153,529 |
$12,181,000 |
-31,645 |
|
Advisor Group Holdings Inc. |
728 |
- |
2023-12-31 |
142,141 |
$11,281,000 |
-127,693 |
|
ANDERSON FISHER LLC |
15 |
- |
2024-03-31 |
126,238 |
$10,292,000 |
-332 |
|
RTD Financial Advisors Inc. |
23 |
- |
2024-03-31 |
114,944 |
$9,371,000 |
-326 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
|
- |
2024-03-31 |
113,697 |
$9,270,000 |
-2,315 |
|
MONTECITO BANK & TRUST |
11 |
- |
2024-03-31 |
112,932 |
$9,207,000 |
-7,486 |
|
BCGM Wealth Management LLC |
5 |
- |
2023-12-31 |
111,804 |
$8,871,000 |
-2,800 |
|
New England Private Wealth Advisors LLC |
17 |
- |
2023-12-31 |
108,661 |
$8,620,000 |
-3,958 |
|
DAVIDSON D A & CO |
187 |
- |
2023-12-31 |
108,551 |
$8,612,000 |
-1,446 |
|
RWM Asset Management LLC |
28 |
- |
2024-03-31 |
93,877 |
$7,654,000 |
-13,145 |
|
SMITH MOORE & CO. |
20 |
- |
2023-12-31 |
90,142 |
$7,152,000 |
-1,160 |
|
SWEENEY & MICHEL LLC |
8 |
- |
2023-09-30 |
84,716 |
$6,108,000 |
-112,026 |
|
WMS PARTNERS, LLC |
31 |
- |
2023-12-31 |
76,933 |
$6,104,000 |
-22,527 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
76 |
- |
2023-06-30 |
75,629 |
$5,679,000 |
-19,967 |
|
AUTUS ASSET MANAGEMENT, LLC |
40 |
- |
2022-12-31 |
81,378 |
$5,666,000 |
-5,734 |
|
Parallel Advisors LLC |
108 |
- |
2023-12-31 |
70,905 |
$5,626,000 |
-1,681 |
|
Stokes Family Office LLC |
34 |
- |
2023-12-31 |
66,707 |
$5,293,000 |
-11,104 |
|
Tobias Financial Advisors Inc. |
|
- |
2024-03-31 |
61,483 |
$5,013,000 |
-303 |
|
Wade Financial Advisory Inc |
18 |
- |
2023-12-31 |
61,527 |
$4,882,000 |
-1,470 |
|
GOLDMAN SACHS GROUP INC/ |
2580 |
- |
2023-12-31 |
60,063 |
$4,765,000 |
-448 |
|
PDS Planning Inc |
|
- |
2024-03-31 |
57,974 |
$4,727,000 |
-1,527 |
|
COLLECTIVE FAMILY OFFICE LLC |
19 |
- |
2024-03-31 |
54,251 |
$4,423,000 |
-692 |
|
IFG Advisory LLC |
84 |
- |
2023-12-31 |
55,474 |
$4,401,000 |
-1,562 |
|
Capital Advisors Ltd. LLC |
38 |
- |
2024-03-31 |
47,229 |
$3,851,000 |
-806 |
|
Trilogy Capital Inc. |
80 |
- |
2024-03-31 |
46,732 |
$3,810,000 |
-2,093 |
|
HANSON MCCLAIN, INC. |
225 |
- |
2024-03-31 |
45,434 |
$3,704,000 |
-3,448 |
|
RETIREMENT GUYS FORMULA LLC |
10 |
- |
2024-03-31 |
45,215 |
$3,686,000 |
-2,969 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1010 |
- |
2024-03-31 |
39,500 |
$3,220,000 |
-10,000 |
|
Miracle Mile Advisors LLC |
154 |
- |
2024-03-31 |
35,890 |
$2,926,000 |
-2,099 |
|
Baird Financial Group Inc. |
848 |
- |
2023-12-31 |
34,404 |
$2,730,000 |
-20,365 |
|
ADVISORY SERVICES NETWORK, LLC |
369 |
- |
2023-12-31 |
31,732 |
$2,518,000 |
-177 |
|
Cetera Investment Advisers |
717 |
- |
2023-12-31 |
30,274 |
$2,402,000 |
-284 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
386 |
- |
2023-12-31 |
29,608 |
$2,349,000 |
-14,610 |
|
Sunburst Financial Group LLC |
27 |
- |
2024-03-31 |
28,249 |
$2,288,000 |
-340 |
|
Johnson Bixby & Associates LLC |
30 |
- |
2024-03-31 |
26,620 |
$2,170,000 |
-1,663 |
|
STEPHENS INC /AR/ |
396 |
- |
2023-12-31 |
25,870 |
$2,053,000 |
-629 |
|
Strategic Wealth Partners Ltd. |
90 |
- |
2023-03-31 |
27,692 |
$2,040,000 |
-6,952 |
|
JT Stratford LLC |
51 |
- |
2023-12-31 |
25,541 |
$2,026,000 |
-750 |
|
Breakwater Capital Group |
56 |
- |
2024-03-31 |
24,178 |
$1,971,000 |
-452 |
|
TBH Global Asset Management LLC |
50 |
- |
2023-12-31 |
23,283 |
$1,847,000 |
-9,278 |
|
CIBC WORLD MARKETS INC. |
575 |
- |
2023-12-31 |
21,525 |
$1,708,000 |
-516 |
|
Shore Point Advisors LLC |
|
- |
2024-03-31 |
20,774 |
$1,694,000 |
-5,306 |
|
COUNTRY CLUB BANK /GFN |
147 |
- |
2024-03-31 |
20,111 |
$1,640,000 |
-872 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
19,974 |
$1,629,000 |
-1,288 |
|
Aspen Wealth Strategies LLC |
17 |
- |
2023-12-31 |
19,903 |
$1,579,000 |
-132,829 |
|
VANGUARD GROUP INC |
3679 |
- |
2023-12-31 |
19,846 |
$1,575,000 |
-2,084 |
|
Ameritas Advisory Services LLC |
204 |
- |
2023-12-31 |
19,715 |
$1,566,000 |
-786 |
|
FRANKLIN RESOURCES INC |
1427 |
- |
2023-12-31 |
19,061 |
$1,512,000 |
-688 |
|
Parker Financial LLC |
19 |
- |
2024-03-31 |
18,406 |
$1,501,000 |
-1,925 |
|
Round Rock Advisors LLC |
57 |
- |
2024-03-31 |
18,139 |
$1,479,000 |
-1,411 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
58 |
- |
2023-12-31 |
18,209 |
$1,445,000 |
-1,819 |
|
Kingsview Wealth Management LLC |
362 |
- |
2023-12-31 |
18,187 |
$1,443,000 |
-295 |
|
Heritage Trust Co |
119 |
- |
2023-12-31 |
17,588 |
$1,395,000 |
-543 |
|
IRONWOOD INVESTMENT COUNSEL LLC |
93 |
- |
2023-12-31 |
17,138 |
$1,360,000 |
-505 |
|
Spire Wealth Management |
323 |
- |
2024-03-31 |
15,605 |
$1,272,000 |
-1,048 |
|
Wealthfront Advisers LLC |
581 |
- |
2024-03-31 |
14,725 |
$1,201,000 |
-116 |
|
Vantage Financial Partners Ltd. Inc. |
47 |
- |
2023-12-31 |
14,446 |
$1,146,000 |
-2,026 |
|
ESSEX FINANCIAL SERVICES INC |
186 |
- |
2024-03-31 |
14,038 |
$1,144,000 |
-672 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
139 |
- |
2024-03-31 |
13,868 |
$1,131,000 |
-1,090 |
|
LeJeune Puetz Investment Counsel LLC |
78 |
- |
2023-03-31 |
15,200 |
$1,120,000 |
-5,875 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
86 |
- |
2023-12-31 |
12,974 |
$1,029,000 |
-300 |
|
IEQ CAPITAL LLC |
440 |
- |
2023-12-31 |
11,623 |
$922,000 |
-404 |
|
BROWN ADVISORY HOLDINGS INC |
804 |
- |
2024-03-31 |
11,160 |
$910,000 |
-455 |
|
Patten Group Inc. |
125 |
- |
2024-03-31 |
11,154 |
$909,000 |
-83 |
|
Hall Private Wealth Advisors |
25 |
- |
2023-09-30 |
12,716 |
$907,000 |
-783 |
|
Venture Visionary Partners LLC |
259 |
- |
2023-12-31 |
11,368 |
$902,000 |
-303 |
|
AE Wealth Management LLC |
1194 |
- |
2023-12-31 |
11,258 |
$891,000 |
-716 |
|
BKD WEALTH ADVISORS LLC |
224 |
- |
2024-03-31 |
10,714 |
$874,000 |
-380 |
|
NewEdge Wealth LLC |
426 |
- |
2023-12-31 |
10,632 |
$844,000 |
-568 |
|
HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
9,572 |
$759,000 |
-1,117 |
|
Main Street Financial Solutions LLC |
246 |
- |
2024-03-31 |
9,027 |
$736,000 |
-227 |
|
Jackson Hole Capital Partners LLC |
101 |
- |
2023-12-31 |
9,230 |
$732,000 |
-102 |
|
Beacon Pointe Advisors LLC |
808 |
- |
2023-12-31 |
7,747 |
$615,000 |
-4,396 |
|
CASTLE WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
7,491 |
$611,000 |
-533 |
|
Cedar Wealth Management LLC |
66 |
- |
2023-12-31 |
6,707 |
$532,000 |
-64,125 |
|
AVAII WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
6,431 |
$524,000 |
-119 |
|
Empire Life Investments Inc. |
91 |
- |
2024-03-31 |
6,400 |
$522,000 |
-3,300 |
|
Aspire Wealth Management Corp |
|
- |
2024-03-31 |
5,857 |
$478,000 |
-1,848 |
|
Galvin Gaustad & Stein LLC |
132 |
- |
2024-03-31 |
5,667 |
$462,000 |
-144 |
|
Pensionmark Financial Group LLC |
243 |
- |
2023-12-31 |
5,526 |
$438,000 |
-621 |
|
Fort Sheridan Advisors LLC |
140 |
- |
2023-12-31 |
5,065 |
$402,000 |
-375 |
|
|
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
|
|
|