| |
Institutional
Holders
Total
Institutions:
 |
75  2 |
|
|
Total
shares held :
|
805,294 |
|
|
% of shares
held :
|
34.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-115,412 |
|
|
% of shares
held change :
|
-4.93% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$97.87 |
|
|
Last
Quarter's Ending
Price :
|
$112.52 |
|
|
Last
Quarter's Average
Price :
|
$101.93 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.30 (7.17%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Congress Wealth Management LLC / DE / |
78 |
- |
2024-03-31 |
166,189 |
$18,620,000 |
114 |
|
| McNaughton Wealth Management LLC |
7 |
- |
2024-03-31 |
86,217 |
$9,660,000 |
2,181 |
|
| DORVAL Corp |
16 |
- |
2024-03-31 |
66,566 |
$7,256,000 |
1,353 |
|
| Kestra Advisory Services LLC |
494 |
- |
2024-03-31 |
48,563 |
$5,441,000 |
4,022 |
|
| BANK OF AMERICA CORP /DE/ |
3653 |
- |
2024-03-31 |
16,573 |
$1,857,000 |
167 |
|
| Equitable Holdings Inc. |
471 |
- |
2024-03-31 |
15,926 |
$1,784,000 |
1,615 |
|
| NovaPoint Capital LLC |
58 |
- |
2024-03-31 |
12,877 |
$1,443,000 |
1,499 |
|
| Claraphi Advisory Network LLC |
52 |
- |
2022-12-31 |
12,510 |
$1,347,000 |
6,193 |
|
| UBS Group AG |
3329 |
- |
2024-03-31 |
11,768 |
$1,318,000 |
2,573 |
|
| Insight Advisors LLC/ PA |
85 |
- |
2024-03-31 |
9,278 |
$1,040,000 |
300 |
|
| COWA LLC |
40 |
- |
2024-03-31 |
8,618 |
$966,000 |
448 |
|
| CITIGROUP INC |
2396 |
- |
2024-03-31 |
7,573 |
$848,000 |
717 |
|
| HF Advisory Group LLC |
80 |
- |
2024-03-31 |
7,240 |
$811,000 |
1,121 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2898 |
- |
2024-03-31 |
6,715 |
$752,000 |
6,715 |
|
| Navis Wealth Advisors LLC |
30 |
- |
2024-03-31 |
5,829 |
$653,000 |
30 |
|
| Resources Investment Advisors Inc. |
690 |
- |
2024-03-31 |
5,083 |
$569,000 |
18 |
|
| Private Advisor Group LLC |
1461 |
- |
2024-03-31 |
4,840 |
$542,000 |
57 |
|
| Bickling Financial Services Inc. |
60 |
- |
2022-12-31 |
4,557 |
$491,000 |
38 |
|
| Ausdal Financial Partners Inc. |
284 |
- |
2024-03-31 |
4,125 |
$462,000 |
36 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
672 |
- |
2024-03-31 |
3,987 |
$447,000 |
3,251 |
|
| J P MORGAN CHASE & CO |
3942 |
- |
2024-03-31 |
3,014 |
$338,000 |
56 |
|
| Stratos Wealth Partners LTD. |
1040 |
- |
2024-03-31 |
2,989 |
$335,000 |
3 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
276 |
- |
2024-03-31 |
2,872 |
$322,000 |
13 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1492 |
- |
2023-09-30 |
2,939 |
$291,000 |
16 |
|
| MULTIFINANCIAL SECURITIES CORP |
2010 |
- |
2024-03-31 |
2,371 |
$266,000 |
226 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3008 |
- |
2024-03-31 |
1,998 |
$224,000 |
93 |
|
| Grey Fox Wealth Advisors LLC |
94 |
- |
2024-03-31 |
1,825 |
$204,000 |
37 |
|
| PRINCIPAL SECURITIES INC. |
1485 |
- |
2024-03-31 |
521 |
$58,000 |
209 |
|
| AdvisorNet Financial Inc |
857 |
- |
2024-03-31 |
369 |
$41,000 |
2 |
|
| FMR LLC |
3572 |
- |
2024-03-31 |
332 |
$37,000 |
229 |
|
| DB Wealth Management Group LLC |
216 |
- |
2023-12-31 |
215 |
$24,000 |
2 |
|
|
31 Records found
|
1
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