| |
Institutional
Holders
Total
Institutions:
 |
145  0 |
|
|
Total
shares held :
|
2,629,584 |
|
|
% of shares
held :
|
67.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
43,501 |
|
|
% of shares
held change :
|
1.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$135.96 |
|
|
Last
Quarter's Ending
Price :
|
$139.82 |
|
|
Last
Quarter's Average
Price :
|
$133.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.79 (1.34%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Crestone Asset Management LLC |
10 |
- |
2024-03-31 |
149,807 |
$20,946,000 |
23,864 |
|
| LPL FINANCIAL CORP |
1245 |
- |
2024-03-31 |
81,809 |
$11,438,000 |
2,184 |
|
| Rockefeller Capital Management L.P. |
477 |
- |
2024-03-31 |
76,445 |
$10,689,000 |
10,707 |
|
| Congress Wealth Management LLC / DE / |
187 |
- |
2024-03-31 |
56,181 |
$7,855,000 |
424 |
|
| Taddei Ludwig & Associates Inc. |
12 |
- |
2024-03-31 |
53,253 |
$7,446,000 |
2,166 |
|
| Adviser Investments LLC |
141 |
- |
2024-03-31 |
38,037 |
$5,318,000 |
304 |
|
| JMAC ENTERPRISES LLC |
47 |
- |
2024-03-31 |
22,770 |
$3,184,000 |
915 |
|
| CAROLINAS WEALTH CONSULTING LLC |
32 |
- |
2024-03-31 |
22,414 |
$3,134,000 |
697 |
|
| FINANCIAL NETWORK |
824 |
- |
2024-03-31 |
21,941 |
$3,068,000 |
2,587 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
629 |
- |
2023-09-30 |
24,492 |
$2,924,000 |
114 |
|
| BERKSHIRE ASSET MANAGEMENT INC/PA |
78 |
- |
2024-03-31 |
19,471 |
$2,722,000 |
4,712 |
|
| CIBC WORLD MARKETS INC. |
546 |
- |
2024-03-31 |
17,312 |
$2,421,000 |
31 |
|
| Phoenix Wealth Advisors |
29 |
- |
2024-03-31 |
15,998 |
$2,237,000 |
1,889 |
|
| RAYMOND JAMES & ASSOCIATES |
2098 |
- |
2024-03-31 |
15,514 |
$2,169,000 |
705 |
|
| AdvisorNet Financial Inc |
123 |
- |
2024-03-31 |
14,359 |
$2,008,000 |
1,955 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2573 |
- |
2024-03-31 |
13,949 |
$1,950,000 |
920 |
|
| Sargent Bickham Lagudis LLC |
107 |
- |
2022-12-31 |
15,683 |
$1,910,000 |
272 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1817 |
- |
2024-03-31 |
13,347 |
$1,866,000 |
2,744 |
|
| STIFEL FINANCIAL CORP |
1832 |
- |
2024-03-31 |
12,248 |
$1,713,000 |
43 |
|
| FLOW TRADERS U.S. LLC |
211 |
- |
2024-03-31 |
11,747 |
$1,642,000 |
11,747 |
|
| LBJ Family Wealth Advisors Ltd. |
12 |
- |
2024-03-31 |
10,721 |
$1,499,000 |
192 |
|
| Private Advisor Group LLC |
1005 |
- |
2024-03-31 |
9,679 |
$1,353,000 |
62 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
99 |
- |
2024-03-31 |
7,664 |
$1,072,000 |
520 |
|
| Sigma Planning Corp |
528 |
- |
2024-03-31 |
6,529 |
$913,000 |
6,529 |
|
| McLean Asset Management Corp |
58 |
- |
2024-03-31 |
4,905 |
$676,000 |
259 |
|
| BANK OF MONTREAL /CAN/ |
1877 |
- |
2024-03-31 |
4,812 |
$674,000 |
697 |
|
| BB&T CORP |
1821 |
- |
2024-03-31 |
4,448 |
$622,000 |
10 |
|
| OPPENHEIMER & CO INC |
919 |
- |
2024-03-31 |
4,423 |
$618,000 |
95 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2414 |
- |
2024-03-31 |
3,980 |
$557,000 |
306 |
|
| NEUBERGER BERMAN GROUP LLC |
1486 |
- |
2024-03-31 |
3,543 |
$495,000 |
47 |
|
| HC Advisors LLC |
55 |
- |
2024-03-31 |
3,517 |
$492,000 |
100 |
|
| Goss Wealth Management LLC |
1386 |
- |
2024-03-31 |
3,245 |
$454,000 |
71 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1645 |
- |
2024-03-31 |
3,149 |
$440,000 |
697 |
|
| Wealthcare Advisory Partners LLC |
575 |
- |
2024-03-31 |
2,900 |
$406,000 |
115 |
|
| VANCE WEALTH INC. |
61 |
- |
2024-03-31 |
2,812 |
$393,000 |
11 |
|
| Financial Advisory Service Inc. |
245 |
- |
2024-03-31 |
2,556 |
$357,000 |
7 |
|
| Sequoia Financial Advisors LLC |
938 |
- |
2024-03-31 |
1,786 |
$250,000 |
4 |
|
| Perigon Wealth Management LLC |
730 |
- |
2024-03-31 |
1,783 |
$249,000 |
197 |
|
| FIRST CITIZENS BANK & TRUST CO |
411 |
- |
2024-03-31 |
1,588 |
$222,000 |
1,588 |
|
| Qube Research & Technologies Ltd |
2746 |
- |
2024-03-31 |
893 |
$125,000 |
878 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
309 |
- |
2023-12-31 |
558 |
$76,000 |
4 |
|
| FMR LLC |
3877 |
- |
2024-03-31 |
136 |
$19,000 |
24 |
|
| Eukles Asset Management |
137 |
- |
2024-03-31 |
115 |
$16,000 |
37 |
|
| MCF Advisors LLC |
596 |
- |
2024-03-31 |
89 |
$12,000 |
89 |
|
| Financial Gravity Wealth Inc. |
603 |
- |
2024-03-31 |
34 |
$5,000 |
31 |
|
|
45 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
