| |
Institutional
Holders
Total
Institutions:
 |
202  4 |
|
|
Total
shares held :
|
8,790,387 |
|
|
% of shares
held :
|
97.67% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
|
Amount
of shares held :
|
736,973 |
|
|
% of shares
held change :
|
8.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$83.44 |
|
|
Last
Quarter's Ending
Price :
|
$93.97 |
|
|
Last
Quarter's Average
Price :
|
$85.97 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.28 (16.61%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PATHSTONE FAMILY OFFICE, LLC |
185 |
*New |
2023-09-30 |
105,293 |
$8,900,000 |
105,293 |
|
| ASSET PLANNING CORPORATION |
12 |
*New |
2024-03-31 |
48,360 |
$4,982,000 |
48,360 |
|
| Eagle Strategies LLC |
31 |
*New |
2024-03-31 |
34,185 |
$3,521,000 |
34,185 |
|
| J.W. COLE ADVISORS INC. |
231 |
*New |
2024-03-31 |
16,971 |
$1,748,000 |
16,971 |
|
| Warwick Investment Management Inc. |
34 |
*New |
2024-03-31 |
12,882 |
$1,327,000 |
12,882 |
|
| Simplicity WealthLLC |
448 |
*New |
2024-03-31 |
12,857 |
$1,324,000 |
12,857 |
|
| Sawtooth Asset Management Inc. |
400 |
*New |
2023-12-31 |
12,740 |
$1,197,000 |
12,740 |
|
| PITCAIRN CO |
258 |
*New |
2024-03-31 |
10,060 |
$1,036,000 |
10,060 |
|
| Francis Financial Inc. |
28 |
*New |
2024-03-31 |
9,772 |
$1,007,000 |
9,772 |
|
| JANE STREET GROUP LLC |
3224 |
*New |
2024-03-31 |
8,488 |
$874,000 |
8,488 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
359 |
*New |
2024-03-31 |
3,054 |
$314,000 |
3,054 |
|
| Heartwood Wealth Advisors LLC |
152 |
*New |
2024-03-31 |
2,100 |
$216,000 |
2,100 |
|
| HFG Advisors Inc. |
99 |
*New |
2024-03-31 |
2,029 |
$209,000 |
2,029 |
|
| HBK SORCE ADVISORY LLC |
548 |
*New |
2024-03-31 |
2,030 |
$209,000 |
2,030 |
|
| Stratos Wealth Partners LTD. |
1264 |
*New |
2024-03-31 |
1,980 |
$204,000 |
1,980 |
|
| Alliance Wealth Advisors LLC |
126 |
*New |
2024-03-31 |
1,968 |
$203,000 |
1,968 |
|
| CAROLINAS WEALTH CONSULTING LLC |
173 |
*New |
2024-03-31 |
1,946 |
$200,000 |
1,946 |
|
| LifeSteps Financial Inc. |
87 |
*New |
2024-03-31 |
1,716 |
$177,000 |
1,716 |
|
| Gilliland Jeter Wealth Management LLC |
205 |
*New |
2024-03-31 |
1,112 |
$115,000 |
1,112 |
|
| FSA Wealth Management LLC |
87 |
*New |
2024-03-31 |
937 |
$97,000 |
937 |
|
| Salomon & Ludwin LLC |
310 |
*New |
2024-03-31 |
638 |
$66,000 |
638 |
|
| Private Ocean LLC |
218 |
*New |
2024-03-31 |
620 |
$64,000 |
620 |
|
| Russell Investments Group Ltd. |
2600 |
*New |
2024-03-31 |
396 |
$41,000 |
396 |
|
| Atlantic Trust Group LLC |
1963 |
*New |
2024-03-31 |
240 |
$25,000 |
240 |
|
| Fernwood Investment Management LLC |
470 |
*New |
2024-03-31 |
165 |
$17,000 |
165 |
|
| Creekmur Asset Management LLC |
415 |
*New |
2024-03-31 |
149 |
$15,000 |
149 |
|
| ST GERMAIN D J CO INC |
533 |
*New |
2024-03-31 |
122 |
$13,000 |
122 |
|
| Bradley & Co. Private Wealth Management LLC |
156 |
*New |
2024-03-31 |
10 |
$1,000 |
10 |
|
| Operose Advisors LLC |
606 |
*New |
2024-03-31 |
11 |
$1,000 |
11 |
|
|
29 Records found
|
1
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