| |
Institutional
Holders
Total
Institutions:
 |
177  7 |
|
|
Total
shares held :
|
8,161,978 |
|
|
% of shares
held :
|
20.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-63 |
|
|
Amount
of shares held :
|
-567,528 |
|
|
% of shares
held change :
|
-1.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.50 |
|
|
Last
Quarter's Ending
Price :
|
$53.18 |
|
|
Last
Quarter's Average
Price :
|
$50.39 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 6.53 (12.96%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PFS INVESTMENTS INC. |
71 |
- |
2023-06-30 |
518,329 |
$26,824,000 |
22,182 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
188 |
- |
2024-03-31 |
465,857 |
$26,274,000 |
9,072 |
|
| DORVAL Corp |
9 |
- |
2024-03-31 |
209,050 |
$11,383,000 |
5,499 |
|
| PFS Partners LLC |
6 |
- |
2024-03-31 |
124,857 |
$7,042,000 |
4,687 |
|
| Cornerstone Wealth Management LLC |
46 |
- |
2024-03-31 |
113,290 |
$6,390,000 |
7,265 |
|
| Baird Financial Group Inc. |
588 |
- |
2023-12-31 |
119,735 |
$6,368,000 |
4,490 |
|
| Obsidian Personal Planning Solutions LLC |
8 |
- |
2024-03-31 |
105,950 |
$5,768,000 |
7,700 |
|
| RAYMOND JAMES & ASSOCIATES |
1566 |
- |
2024-03-31 |
89,716 |
$5,060,000 |
3,540 |
|
| MML INVESTORS SERVICES LLC |
690 |
- |
2023-12-31 |
77,404 |
$4,116,000 |
3,117 |
|
| PROVISE MANAGEMENT GROUP LLC |
99 |
- |
2024-03-31 |
50,199 |
$2,831,000 |
8,426 |
|
| MARINER WEALTH ADVISORS, LLC |
942 |
- |
2023-12-31 |
48,002 |
$2,553,000 |
7,810 |
|
| Avestar Capital LLC |
74 |
- |
2024-03-31 |
36,922 |
$2,082,000 |
8,716 |
|
| HARBOUR INVESTMENTS INC. |
262 |
- |
2023-12-31 |
31,674 |
$1,684,000 |
803 |
|
| Sculati Wealth Management LLC |
55 |
- |
2023-12-31 |
23,074 |
$1,227,000 |
1,022 |
|
| WIN ADVISORS INC |
34 |
- |
2024-03-31 |
19,398 |
$1,094,000 |
452 |
|
| Goss Wealth Management LLC |
928 |
- |
2023-12-31 |
18,493 |
$983,000 |
4,099 |
|
| Investment Partners Asset Management Inc. |
39 |
- |
2024-03-31 |
14,409 |
$813,000 |
122 |
|
| Householder Group Estate & Retirement Specialist L |
122 |
- |
2024-03-31 |
10,121 |
$571,000 |
57 |
|
| CITIGROUP INC |
2681 |
- |
2024-03-31 |
9,715 |
$548,000 |
678 |
|
| MorganRosel Wealth Management LLC |
77 |
- |
2024-03-31 |
8,823 |
$498,000 |
2,733 |
|
| INSIGNEO ADVISORY SERVICES LLC |
239 |
- |
2023-12-31 |
9,260 |
$492,000 |
43 |
|
| ESSEX FINANCIAL SERVICES INC |
329 |
- |
2024-03-31 |
8,664 |
$489,000 |
7 |
|
| Spectrum Wealth Advisory Group LLC |
18 |
- |
2024-03-31 |
8,537 |
$482,000 |
5 |
|
| Kestra Advisory Services LLC |
1563 |
- |
2023-12-31 |
8,671 |
$461,000 |
321 |
|
| Qube Research & Technologies Ltd |
2010 |
- |
2023-12-31 |
8,560 |
$455,000 |
61 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1677 |
- |
2024-03-31 |
7,518 |
$424,000 |
136 |
|
| GOLDMAN SACHS GROUP INC/ |
3930 |
- |
2023-12-31 |
7,649 |
$407,000 |
462 |
|
| Dynamic Advisors Solutions LLC |
668 |
- |
2024-03-31 |
6,953 |
$392,000 |
2,596 |
|
| Integrated Wealth Concepts LLC |
1194 |
- |
2023-12-31 |
6,292 |
$335,000 |
2 |
|
| Sigma Planning Corp |
1025 |
- |
2024-03-31 |
4,473 |
$252,000 |
4,473 |
|
| Redwood Financial Network Corp |
122 |
- |
2024-03-31 |
4,377 |
$247,000 |
119 |
|
| Arete Wealth Advisors LLC |
616 |
- |
2023-12-31 |
4,465 |
$237,000 |
4,465 |
|
| JANE STREET GROUP LLC |
4751 |
- |
2023-12-31 |
3,773 |
$201,000 |
3,773 |
|
| SRS Capital Advisors Inc. |
317 |
- |
2023-12-31 |
2,865 |
$152,000 |
12 |
|
| FMR LLC |
2916 |
- |
2023-12-31 |
2,690 |
$143,000 |
894 |
|
| HAZLETT BURT & WATSON INC. |
319 |
- |
2024-03-31 |
989 |
$56,000 |
5 |
|
| EPG Wealth Management LLC |
342 |
- |
2023-12-31 |
442 |
$23,000 |
2 |
|
| PSI Advisors LLC |
391 |
- |
2024-03-31 |
378 |
$21,000 |
227 |
|
| ICA Group Wealth Management LLC |
884 |
- |
2023-12-31 |
193 |
$10,000 |
193 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1568 |
- |
2024-03-31 |
44 |
$2,000 |
44 |
|
|
40 Records found
|
1
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