| |
Institutional
Holders
Total
Institutions:
 |
231  2 |
|
|
Total
shares held :
|
13,006,601 |
|
|
% of shares
held :
|
40.77% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
|
Amount
of shares held :
|
2,553,860 |
|
|
% of shares
held change :
|
8.01% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$38.68 |
|
|
Last
Quarter's Ending
Price :
|
$41.51 |
|
|
Last
Quarter's Average
Price :
|
$39.64 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.13 (7.9%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Armstrong Fleming & Moore Inc |
50 |
- |
2024-03-31 |
13,537 |
$579,000 |
0 |
|
| Dentgroup LLC |
48 |
- |
2024-03-31 |
13,310 |
$569,000 |
0 |
|
| MERRIMAN WEALTH MANAGEMENT, LLC |
134 |
- |
2024-03-31 |
11,393 |
$487,000 |
0 |
|
| US BANCORP |
1548 |
- |
2024-03-31 |
10,656 |
$456,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
198 |
- |
2022-12-31 |
10,529 |
$400,000 |
0 |
|
| UNIQUE WEALTH LLC |
66 |
- |
2024-03-31 |
8,999 |
$385,000 |
0 |
|
| CFO4Life Group LLC |
141 |
- |
2024-03-31 |
7,935 |
$339,000 |
0 |
|
| JONES FINANCIAL COMPANIES LLLP |
395 |
- |
2024-03-31 |
7,360 |
$315,000 |
0 |
|
| NOMURA ASSET MANAGEMENT CO LTD |
873 |
- |
2024-03-31 |
5,500 |
$235,000 |
0 |
|
| Cardinal Point Capital Management ULC |
71 |
- |
2024-03-31 |
4,869 |
$208,000 |
0 |
|
| Salomon & Ludwin LLC |
203 |
- |
2024-03-31 |
3,865 |
$165,000 |
0 |
|
| Ronald Blue Trust Inc. |
605 |
- |
2024-03-31 |
3,379 |
$145,000 |
0 |
|
| Aspire Private Capital LLC |
231 |
- |
2024-03-31 |
1,219 |
$52,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3012 |
- |
2024-03-31 |
1,087 |
$47,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
495 |
- |
2022-12-31 |
1,020 |
$39,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
335 |
- |
2024-03-31 |
800 |
$34,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
549 |
- |
2024-03-31 |
765 |
$33,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
439 |
- |
2024-03-31 |
625 |
$27,000 |
0 |
|
| Bogart Wealth LLC |
475 |
- |
2024-03-31 |
595 |
$25,000 |
0 |
|
| OXFORD FINANCIAL GROUP LTD |
258 |
- |
2024-03-31 |
552 |
$24,000 |
0 |
|
| Morton Brown Family Wealth LLC |
118 |
- |
2024-03-31 |
522 |
$22,000 |
0 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
186 |
- |
2024-03-31 |
502 |
$21,000 |
0 |
|
| Tyler-Stone Wealth Management |
501 |
- |
2024-03-31 |
498 |
$21,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
376 |
- |
2024-03-31 |
475 |
$20,000 |
0 |
|
| ARVEST INVESTMENTS INC. |
133 |
- |
2024-03-31 |
407 |
$17,000 |
0 |
|
| WEST PACES ADVISORS INC. |
350 |
- |
2024-03-31 |
270 |
$12,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
831 |
- |
2024-03-31 |
248 |
$11,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2539 |
- |
2024-03-31 |
255 |
$11,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1159 |
- |
2024-03-31 |
210 |
$9,000 |
0 |
|
| Concord Wealth Partners |
596 |
- |
2024-03-31 |
180 |
$8,000 |
0 |
|
| American Capital Advisory LLC |
302 |
- |
2024-03-31 |
135 |
$5,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1402 |
- |
2024-03-31 |
96 |
$4,000 |
0 |
|
| NBT BANK N A /NY |
516 |
- |
2024-03-31 |
75 |
$3,000 |
0 |
|
| VitalStone Financial LLC |
388 |
- |
2024-03-31 |
74 |
$3,000 |
0 |
|
| Key Financial Inc |
1145 |
- |
2024-03-31 |
26 |
$1,000 |
0 |
|
| Investors Research Corp |
1003 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| FMR LLC |
5561 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
37 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
|
|
|
0.01 (0.02%) 
