| |
Institutional
Holders
Total
Institutions:
 |
117  5 |
|
|
Total
shares held :
|
25,174,966 |
|
|
% of shares
held :
|
14.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
1,139,843 |
|
|
% of shares
held change :
|
0.64% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.96 |
|
|
Last
Quarter's Ending
Price :
|
$24.99 |
|
|
Last
Quarter's Average
Price :
|
$24.95 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.22 (0.88%) |
|
|
|
|
|
|
|
|
|
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 |
514 |
- |
2024-03-31 |
2,203,141 |
$55,277,000 |
493,836 |
|
| MORGAN STANLEY |
1761 |
- |
2023-12-31 |
1,927,343 |
$48,164,000 |
10,008 |
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
5 |
- |
2024-03-31 |
965,633 |
$24,228,000 |
1,288 |
|
| Fiduciary Planning LLC |
4 |
- |
2024-03-31 |
949,570 |
$23,825,000 |
21,211 |
|
| HNP Capital LLC |
4 |
- |
2023-03-31 |
895,984 |
$22,149,000 |
5,870 |
|
| HIGHTOWER ADVISORS, LLC |
578 |
- |
2024-03-31 |
537,281 |
$13,484,000 |
2,521 |
|
| Lunt Capital Management Inc. |
3 |
- |
2024-03-31 |
413,064 |
$10,364,000 |
302,472 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1455 |
- |
2023-12-31 |
390,205 |
$9,751,000 |
37,423 |
|
| Total Clarity Wealth Management Inc. |
4 |
- |
2024-03-31 |
238,862 |
$5,993,000 |
57,341 |
|
| FINANCIAL NETWORK |
512 |
- |
2023-12-31 |
234,421 |
$5,858,000 |
215,730 |
|
| JAMES INVESTMENT RESEARCH INC |
44 |
- |
2024-03-31 |
233,326 |
$5,854,000 |
11,785 |
|
| Equitable Holdings Inc. |
199 |
- |
2023-12-31 |
233,585 |
$5,837,000 |
88,975 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
725 |
- |
2024-03-31 |
204,183 |
$5,123,000 |
26,228 |
|
| BANK OF NEW YORK MELLON CORP |
2324 |
- |
2024-03-31 |
200,021 |
$5,019,000 |
44,341 |
|
| GeoWealth Management LLC |
63 |
- |
2023-12-31 |
197,705 |
$4,941,000 |
32,104 |
|
| WELLS FARGO & CO/MN |
2134 |
- |
2024-03-31 |
152,186 |
$3,818,000 |
40,488 |
|
| VISTA INVESTMENT MANAGEMENT |
12 |
- |
2023-12-31 |
152,734 |
$3,817,000 |
16,681 |
|
| KMG FIDUCIARY PARTNERS LLC |
72 |
- |
2024-03-31 |
130,835 |
$3,283,000 |
28,627 |
|
| PFS INVESTMENTS INC. |
274 |
- |
2023-06-30 |
131,454 |
$3,272,000 |
8,870 |
|
| FIRST TRUST ADVISORS LP |
1609 |
- |
2023-12-31 |
101,200 |
$2,529,000 |
16,300 |
|
| Capital Analysts Inc. |
140 |
- |
2023-12-31 |
100,057 |
$2,500,000 |
1,028 |
|
| PROEQUITIES INC. |
137 |
- |
2024-03-31 |
95,858 |
$2,405,000 |
6,298 |
|
| RAYMOND JAMES & ASSOCIATES |
2084 |
- |
2024-03-31 |
88,046 |
$2,209,000 |
68,344 |
|
| Fiduciary Alliance LLC |
66 |
- |
2024-03-31 |
82,599 |
$2,073,000 |
10,712 |
|
| Arete Wealth Advisors LLC |
134 |
- |
2023-12-31 |
82,510 |
$2,062,000 |
82,510 |
|
| Sigma Planning Corp |
316 |
- |
2024-03-31 |
80,517 |
$2,020,000 |
49,597 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
54 |
- |
2023-12-31 |
76,043 |
$1,900,000 |
4,082 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1906 |
- |
2024-03-31 |
63,239 |
$1,587,000 |
22,263 |
|
| Cerro Pacific Wealth Advisors LLC |
43 |
- |
2023-03-31 |
45,649 |
$1,128,000 |
1,625 |
|
| J.W. COLE ADVISORS INC. |
377 |
- |
2024-03-31 |
33,355 |
$837,000 |
6,740 |
|
| Global Retirement Partners LLC |
422 |
- |
2024-03-31 |
30,165 |
$757,000 |
13,641 |
|
| IHT Wealth Management LLC |
497 |
- |
2023-12-31 |
28,017 |
$700,000 |
3,811 |
|
| HERITAGE WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
25,129 |
$630,000 |
1,573 |
|
| Arkadios Wealth Advisors |
345 |
- |
2024-03-31 |
23,822 |
$598,000 |
1,338 |
|
| Resurgent Financial Advisors LLC |
102 |
- |
2024-03-31 |
21,045 |
$528,000 |
7,171 |
|
| GRIMES & COMPANY INC |
226 |
- |
2024-03-31 |
20,430 |
$513,000 |
163 |
|
| OPPENHEIMER & CO INC |
1005 |
- |
2024-03-31 |
19,000 |
$477,000 |
2,000 |
|
| Belpointe Asset Management LLC |
475 |
- |
2024-03-31 |
16,972 |
$426,000 |
489 |
|
| CITADEL ADVISORS LLC |
3825 |
- |
2023-12-31 |
15,750 |
$394,000 |
15,750 |
|
| Goss Wealth Management LLC |
1431 |
- |
2023-12-31 |
14,889 |
$373,000 |
1,250 |
|
| AE Wealth Management LLC |
1601 |
- |
2023-12-31 |
14,448 |
$362,000 |
201 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
409 |
- |
2024-03-31 |
12,169 |
$305,000 |
1,074 |
|
| Accurate Wealth Management LLC |
212 |
- |
2024-03-31 |
12,000 |
$302,000 |
1,732 |
|
| SHEETS SMITH & ASSOCIATES INC |
325 |
- |
2024-03-31 |
11,147 |
$280,000 |
225 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1644 |
- |
2023-12-31 |
11,150 |
$279,000 |
100 |
|
| BLAIR WILLIAM & CO/IL |
1357 |
- |
2024-03-31 |
8,967 |
$225,000 |
5 |
|
| Steward Partners Investment Advisory LLC |
1346 |
- |
2023-12-31 |
8,650 |
$216,000 |
2,800 |
|
| COMERICA BANK |
2437 |
- |
2023-12-31 |
4,743 |
$119,000 |
854 |
|
| J P MORGAN CHASE & CO |
4774 |
- |
2024-03-31 |
1,531 |
$38,000 |
1,531 |
|
| UBS Group AG |
5954 |
- |
2023-12-31 |
538 |
$13,000 |
472 |
|
| Penserra Capital Management LLC |
1126 |
- |
2023-12-31 |
296 |
$7,000 |
3 |
|
|
51 Records found
|
1
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