| |
Institutional
Holders
Total
Institutions:
 |
131  12 |
|
|
Total
shares held :
|
4,847,654 |
|
|
% of shares
held :
|
38.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
|
Amount
of shares held :
|
108,690 |
|
|
% of shares
held change :
|
 0.86% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.45 |
|
|
Last
Quarter's Ending
Price :
|
$72.07 |
|
|
Last
Quarter's Average
Price :
|
$70.51 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.07 (5.77%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Franklin Parlapiano Turner & Welch LLC |
3 |
- |
2024-03-31 |
459,056 |
$33,084,000 |
15,972 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
21 |
- |
2024-03-31 |
452,915 |
$32,642,000 |
21,607 |
|
| Capital Asset Advisory Services LLC |
13 |
- |
2024-03-31 |
462,503 |
$32,611,000 |
23,150 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
360 |
- |
2024-03-31 |
183,549 |
$13,228,000 |
16,482 |
|
| Procyon Private Wealth Partners LLC |
25 |
- |
2024-03-31 |
138,925 |
$10,012,000 |
9,526 |
|
| Cornerstone Planning Group LLC |
13 |
- |
2024-03-31 |
119,697 |
$8,623,000 |
12,484 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
102 |
- |
2024-03-31 |
103,417 |
$7,453,000 |
13,154 |
|
| M HOLDINGS SECURITIES, INC. |
18 |
- |
2024-03-31 |
97,490 |
$7,026,000 |
6,197 |
|
| Cresset Asset Management LLC |
352 |
- |
2024-03-31 |
82,117 |
$5,918,000 |
2,170 |
|
| Ascension Capital Advisors Inc. |
11 |
- |
2024-03-31 |
74,697 |
$5,383,000 |
3,239 |
|
| UBS Group AG |
2294 |
- |
2024-03-31 |
60,923 |
$4,391,000 |
302 |
|
| CASTLE WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
46,707 |
$3,366,000 |
11,929 |
|
| Plan Group Financial LLC |
17 |
- |
2024-03-31 |
43,932 |
$3,166,000 |
6,260 |
|
| MARINER WEALTH ADVISORS, LLC |
934 |
- |
2024-03-31 |
39,986 |
$2,882,000 |
318 |
|
| Fonville Wealth Management LLC |
31 |
- |
2024-03-31 |
35,439 |
$2,554,000 |
2,793 |
|
| Kure Advisory LLC |
15 |
- |
2024-03-31 |
33,697 |
$2,429,000 |
1,894 |
|
| Sovereign Financial Group Inc. |
29 |
- |
2024-03-31 |
32,866 |
$2,369,000 |
2,833 |
|
| LAKE STREET ADVISORS GROUP LLC |
129 |
- |
2023-12-31 |
28,990 |
$2,131,000 |
28,990 |
|
| COLONY GROUP, LLC |
492 |
- |
2024-03-31 |
26,718 |
$1,926,000 |
10,077 |
|
| Continuum Advisory LLC |
87 |
- |
2024-03-31 |
24,294 |
$1,790,000 |
1,573 |
|
| ARKANSAS FINANCIAL GROUP INC. |
38 |
- |
2024-03-31 |
22,510 |
$1,622,000 |
233 |
|
| CX Institutional |
223 |
- |
2024-03-31 |
20,403 |
$1,470,000 |
8,495 |
|
| TAP Consulting LLC |
88 |
- |
2024-03-31 |
19,932 |
$1,437,000 |
333 |
|
| Cetera Investment Advisers |
1919 |
- |
2024-03-31 |
16,797 |
$1,211,000 |
13,129 |
|
| Strategic Financial Concepts LLC |
92 |
- |
2024-03-31 |
14,065 |
$1,014,000 |
14,065 |
|
| Beta Wealth Group Inc. |
40 |
- |
2024-03-31 |
13,383 |
$964,000 |
6,149 |
|
| Saxony Capital Management LLC |
27 |
- |
2024-03-31 |
12,348 |
$890,000 |
1,226 |
|
| BROWN ADVISORY HOLDINGS INC |
828 |
- |
2024-03-31 |
11,229 |
$809,000 |
8 |
|
| Kendall Capital Management |
113 |
- |
2024-03-31 |
10,739 |
$774,000 |
214 |
|
| Global Retirement Partners LLC |
431 |
- |
2024-03-31 |
10,210 |
$736,000 |
232 |
|
| MULTIFINANCIAL SECURITIES CORP |
1433 |
- |
2024-03-31 |
8,848 |
$638,000 |
1,073 |
|
| INTERACTIVE FINANCIAL ADVISORS |
50 |
- |
2024-03-31 |
8,756 |
$631,000 |
1,763 |
|
| Connecticut Wealth Management LLC |
194 |
- |
2024-03-31 |
8,707 |
$628,000 |
12 |
|
| HIGHTOWER ADVISORS, LLC |
2080 |
- |
2024-03-31 |
8,713 |
$627,000 |
440 |
|
| Navis Wealth Advisors LLC |
36 |
- |
2024-03-31 |
8,002 |
$577,000 |
34 |
|
| Strategies Wealth Advisors LLC |
57 |
- |
2024-03-31 |
7,732 |
$557,000 |
34 |
|
| WADE G W & INC |
298 |
- |
2023-12-31 |
6,253 |
$460,000 |
1,133 |
|
| Atria Wealth Solutions Inc. |
1451 |
- |
2024-03-31 |
4,843 |
$349,000 |
16 |
|
| VALMARK ADVISERS INC |
449 |
- |
2024-03-31 |
3,957 |
$285,000 |
242 |
|
| CREATIVE PLANNING |
2282 |
- |
2024-03-31 |
3,955 |
$285,000 |
1,094 |
|
| RDA Financial Network |
209 |
- |
2024-03-31 |
3,136 |
$226,000 |
6 |
|
| Beirne Wealth Consulting Services LLC |
87 |
- |
2024-03-31 |
3,088 |
$223,000 |
14 |
|
| Ameritas Advisory Services LLC |
797 |
- |
2024-03-31 |
3,092 |
$223,000 |
108 |
|
| JONES FINANCIAL COMPANIES LLLP |
448 |
- |
2024-03-31 |
3,076 |
$222,000 |
14 |
|
| NATIONAL BANK OF CANADA /FI/ |
1523 |
- |
2024-03-31 |
782 |
$58,000 |
43 |
|
| Main Street Group LTD |
218 |
- |
2024-03-31 |
686 |
$49,000 |
51 |
|
|
46 Records found
|
1
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