| |
Institutional
Holders
Total
Institutions:
 |
122  9 |
|
|
Total
shares held :
|
3,542,618 |
|
|
% of shares
held :
|
60.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
|
Amount
of shares held :
|
32,704 |
|
|
% of shares
held change :
|
0.56% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.71 |
|
|
Last
Quarter's Ending
Price :
|
$61.10 |
|
|
Last
Quarter's Average
Price :
|
$56.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.61 (15.16%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FINANCIAL CONSULATE INC |
3 |
- |
2024-03-31 |
546,597 |
$36,218,000 |
4,633 |
|
| Sound Stewardship LLC |
2 |
- |
2024-03-31 |
195,668 |
$12,965,000 |
1,169 |
|
| Opes Wealth Management LLC |
7 |
- |
2024-03-31 |
168,885 |
$11,190,000 |
2,914 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
451 |
- |
2024-03-31 |
154,948 |
$10,267,000 |
21,239 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
927 |
- |
2024-03-31 |
113,063 |
$7,492,000 |
78,566 |
|
| MORGAN STANLEY |
3728 |
- |
2024-03-31 |
86,158 |
$5,709,000 |
19,856 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1985 |
- |
2024-03-31 |
73,569 |
$4,875,000 |
26,856 |
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
21 |
- |
2024-03-31 |
51,012 |
$3,380,000 |
70 |
|
| MML INVESTORS SERVICES LLC |
1048 |
- |
2024-03-31 |
29,801 |
$1,975,000 |
16,404 |
|
| Clarius Group LLC |
75 |
- |
2024-03-31 |
28,746 |
$1,905,000 |
1,033 |
|
| CITADEL ADVISORS LLC |
2449 |
- |
2024-03-31 |
28,619 |
$1,896,000 |
18,108 |
|
| Mezzasalma Advisors LLC |
24 |
- |
2024-03-31 |
27,506 |
$1,823,000 |
21,839 |
|
| RAYMOND JAMES & ASSOCIATES |
2222 |
- |
2024-03-31 |
26,819 |
$1,777,000 |
447 |
|
| Yoder Wealth Management Inc. |
27 |
- |
2024-03-31 |
26,089 |
$1,729,000 |
50 |
|
| BANK OF AMERICA CORP /DE/ |
3746 |
- |
2024-03-31 |
23,850 |
$1,580,000 |
5,849 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1965 |
- |
2024-03-31 |
21,938 |
$1,454,000 |
1,874 |
|
| Kaizen Financial Strategies |
22 |
- |
2024-03-31 |
21,437 |
$1,420,000 |
1,265 |
|
| Foster Group Inc. |
74 |
- |
2024-03-31 |
20,197 |
$1,338,000 |
1,834 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
278 |
- |
2024-03-31 |
19,093 |
$1,265,000 |
123 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
453 |
- |
2024-03-31 |
18,744 |
$1,242,000 |
6,051 |
|
| Nicholas Hoffman & Company LLC. |
107 |
- |
2024-03-31 |
17,536 |
$1,162,000 |
4,814 |
|
| CAROLINAS WEALTH CONSULTING LLC |
62 |
- |
2024-03-31 |
16,166 |
$1,071,000 |
67 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2514 |
- |
2024-03-31 |
15,613 |
$1,035,000 |
9,836 |
|
| Red Tortoise LLC |
40 |
- |
2024-03-31 |
15,257 |
$1,011,000 |
54 |
|
| Advisor Group Holdings Inc. |
2328 |
- |
2024-03-31 |
14,846 |
$984,000 |
2,643 |
|
| CREATIVE PLANNING |
1390 |
- |
2024-03-31 |
13,792 |
$914,000 |
1,294 |
|
| GSG Advisors LLC |
38 |
- |
2024-03-31 |
13,908 |
$911,000 |
98 |
|
| AdvisorNet Financial Inc |
228 |
- |
2024-03-31 |
12,938 |
$857,000 |
611 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
63 |
- |
2023-06-30 |
14,471 |
$821,000 |
341 |
|
| COZAD ASSET MANAGEMENT INC |
219 |
- |
2024-03-31 |
10,595 |
$702,000 |
542 |
|
| PRUDENTIAL FINANCIAL INC |
2165 |
- |
2024-03-31 |
7,649 |
$507,000 |
1,138 |
|
| Lido Advisors LLC |
799 |
- |
2024-03-31 |
7,615 |
$505,000 |
25 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
96 |
- |
2024-03-31 |
6,226 |
$413,000 |
26 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
554 |
- |
2024-03-31 |
5,783 |
$383,000 |
755 |
|
| Avant Capital LLC |
42 |
- |
2023-09-30 |
6,168 |
$340,000 |
861 |
|
| TOTAL INVESTMENT MANAGEMENT INC |
49 |
- |
2024-03-31 |
4,581 |
$304,000 |
16 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1618 |
- |
2024-03-31 |
4,086 |
$271,000 |
3 |
|
| FOSTER & MOTLEY INC |
365 |
- |
2024-03-31 |
3,635 |
$241,000 |
279 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1673 |
- |
2024-03-31 |
2,113 |
$140,000 |
272 |
|
| HARBOUR INVESTMENTS INC. |
1002 |
- |
2023-12-31 |
2,282 |
$139,000 |
13 |
|
| Pineridge Advisors LLC |
77 |
- |
2024-03-31 |
1,702 |
$113,000 |
182 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
366 |
- |
2023-12-31 |
871 |
$53,000 |
4 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
651 |
- |
2024-03-31 |
634 |
$42,000 |
12 |
|
| FMR LLC |
3571 |
- |
2024-03-31 |
559 |
$37,000 |
2 |
|
| Geneos Wealth Management Inc. |
1910 |
- |
2024-03-31 |
28 |
$2,000 |
2 |
|
| Clear Point Advisors Inc. |
440 |
- |
2024-03-31 |
37 |
$2,000 |
7 |
|
|
46 Records found
|
1
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