|
Institutional
Holders
Total
Institutions:
|
274 18 |
|
Total
shares held :
|
31,350,522 |
|
% of shares
held :
|
68.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
117 |
|
Amount
of shares held :
|
4,150,168 |
|
% of shares
held change :
|
9.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.38 |
|
Last
Quarter's Ending
Price :
|
$98.04 |
|
Last
Quarter's Average
Price :
|
$92.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.72 (12.68%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WIN ADVISORS INC |
3 |
*New |
2024-03-31 |
142,660 |
$15,192,000 |
142,660 |
|
IFG Advisory LLC |
20 |
*New |
2024-03-31 |
106,848 |
$11,378,000 |
106,848 |
|
Financial Designs Corp |
9 |
*New |
2024-03-31 |
62,670 |
$6,674,000 |
62,670 |
|
Aveo Capital Partners LLC |
38 |
*New |
2024-03-31 |
59,920 |
$6,082,000 |
59,920 |
|
BBK Capital Partners LLC |
33 |
*New |
2024-03-31 |
30,823 |
$3,282,000 |
30,823 |
|
Alhambra Investment Partners LLC |
25 |
*New |
2024-03-31 |
20,063 |
$2,137,000 |
20,063 |
|
CAP Partners LLC |
26 |
*New |
2024-03-31 |
11,215 |
$1,194,000 |
11,215 |
|
SILVER OAK SECURITIES Inc |
146 |
*New |
2024-03-31 |
9,228 |
$983,000 |
9,228 |
|
Veriti Management LLC |
318 |
*New |
2024-03-31 |
8,484 |
$903,000 |
8,484 |
|
Ethos Financial Group LLC |
83 |
*New |
2024-03-31 |
8,175 |
$871,000 |
8,175 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
64 |
*New |
2024-03-31 |
7,628 |
$807,000 |
7,628 |
|
Foundations Investment Advisors LLC |
392 |
*New |
2024-03-31 |
6,556 |
$698,000 |
6,556 |
|
JONES FINANCIAL COMPANIES LLLP |
304 |
*New |
2024-03-31 |
6,026 |
$642,000 |
6,026 |
|
Redhawk Wealth Advisors Inc. |
170 |
*New |
2024-03-31 |
5,759 |
$613,000 |
5,759 |
|
Manhattan West Asset Management LLC |
99 |
*New |
2024-03-31 |
5,221 |
$556,000 |
5,221 |
|
Keystone Financial Group |
175 |
*New |
2024-03-31 |
4,772 |
$508,000 |
4,772 |
|
Golden State Equity Partners |
201 |
*New |
2023-12-31 |
4,884 |
$479,000 |
4,884 |
|
TOWNSQUARE CAPITAL LLC |
966 |
*New |
2024-03-31 |
3,186 |
$339,000 |
3,186 |
|
PUPLAVA FINANCIAL SERVICES INC |
85 |
*New |
2024-03-31 |
2,966 |
$316,000 |
2,966 |
|
HARTLINE INVESTMENT CORP/ |
284 |
*New |
2024-03-31 |
2,914 |
$310,000 |
2,914 |
|
HRC WEALTH MANAGEMENT LLC |
32 |
*New |
2024-03-31 |
2,765 |
$294,000 |
2,765 |
|
Glass Jacobson Investment Advisors llc |
191 |
*New |
2024-03-31 |
2,424 |
$258,000 |
2,424 |
|
Birchcreek Wealth Management LLC |
128 |
*New |
2024-03-31 |
2,373 |
$253,000 |
2,373 |
|
Stonebrook Private Inc. |
175 |
*New |
2024-03-31 |
2,223 |
$237,000 |
2,223 |
|
9258 Wealth Management LLC |
305 |
*New |
2024-03-31 |
2,154 |
$229,000 |
2,154 |
|
FIDUCIARY FAMILY OFFICE LLC |
200 |
*New |
2024-03-31 |
1,976 |
$210,000 |
1,976 |
|
Austin Asset Management Co Inc |
64 |
*New |
2024-03-31 |
1,965 |
$209,000 |
1,965 |
|
Collaborative Wealth Managment Inc. |
156 |
*New |
2024-03-31 |
1,954 |
$208,000 |
1,954 |
|
Vista Private Wealth Partners. LLC |
81 |
*New |
2024-03-31 |
1,967 |
$207,000 |
1,967 |
|
Keebeck Wealth Management LLC |
268 |
*New |
2024-03-31 |
1,924 |
$205,000 |
1,924 |
|
MATHER GROUP, INC. |
530 |
*New |
2024-03-31 |
2,002 |
$196,000 |
2,002 |
|
Vermillion & White Wealth Management Group LLC |
72 |
*New |
2024-03-31 |
1,201 |
$128,000 |
1,201 |
|
BARCLAYS PLC |
3476 |
*New |
2024-03-31 |
997 |
$106,000 |
997 |
|
First Command Bank |
214 |
*New |
2023-06-30 |
701 |
$64,000 |
701 |
|
First Command Financial Services Inc. |
215 |
*New |
2023-06-30 |
701 |
$64,000 |
701 |
|
YHB INVESTMENT ADVISORS, INC. |
430 |
*New |
2024-03-31 |
546 |
$58,000 |
546 |
|
SANDY SPRING BANK |
568 |
*New |
2024-03-31 |
476 |
$51,000 |
476 |
|
Atlantic Trust Group LLC |
1721 |
*New |
2024-03-31 |
415 |
$44,000 |
415 |
|
Nemes Rush Group LLC |
333 |
*New |
2024-03-31 |
300 |
$32,000 |
300 |
|
Pineridge Advisors LLC |
178 |
*New |
2024-03-31 |
291 |
$31,000 |
291 |
|
Sound Income Strategies LLC |
532 |
*New |
2024-03-31 |
260 |
$28,000 |
260 |
|
Sugarloaf Wealth Management LLC |
380 |
*New |
2024-03-31 |
229 |
$24,000 |
229 |
|
Kozak & Associates Inc. |
171 |
*New |
2024-03-31 |
223 |
$23,000 |
223 |
|
Ronald Blue Trust Inc. |
1209 |
*New |
2024-03-31 |
200 |
$21,000 |
200 |
|
AYRSHIRE ASSOCIATES INC |
413 |
*New |
2024-03-31 |
200 |
$21,000 |
200 |
|
Center for Financial Planning Inc. |
359 |
*New |
2024-03-31 |
132 |
$14,000 |
132 |
|
TOMPKINS FINANCIAL CORP |
507 |
*New |
2024-03-31 |
91 |
$10,000 |
91 |
|
Founders Financial Alliance LLC |
510 |
*New |
2024-03-31 |
57 |
$6,000 |
57 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
399 |
*New |
2024-03-31 |
46 |
$5,000 |
46 |
|
CONTRAVISORY RESEARCH & MANAGEMENT CORP. |
330 |
*New |
2024-03-31 |
25 |
$3,000 |
25 |
|
BNP PARIBAS ARBITRAGE SA |
3048 |
*New |
2024-03-31 |
5 |
$1,000 |
5 |
|
Operose Advisors LLC |
621 |
*New |
2024-03-31 |
9 |
$1,000 |
9 |
|
DHJJ Financial Advisors Ltd. |
716 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Farther Finance Advisors LLC |
3500 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
54 Records found
|
1
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