| |
Institutional
Holders
Total
Institutions:
 |
169  7 |
|
|
Total
shares held :
|
8,195,497 |
|
|
% of shares
held :
|
10.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
26,309 |
|
|
% of shares
held change :
|
 0.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.59 |
|
|
Last
Quarter's Ending
Price :
|
$65.38 |
|
|
Last
Quarter's Average
Price :
|
$61.54 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.99 (9.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Pathstone Holdings LLC |
615 |
- |
2024-03-31 |
54,479 |
$3,853,000 |
0 |
|
| CREATIVE PLANNING |
868 |
- |
2024-03-31 |
36,286 |
$2,566,000 |
0 |
|
| EVERCORE WEALTH MANAGEMENT, LLC |
194 |
- |
2024-03-31 |
18,900 |
$1,337,000 |
0 |
|
| PCA Investment Advisory Services Inc. |
35 |
- |
2024-03-31 |
13,293 |
$940,000 |
0 |
|
| HB Wealth Management LLC |
368 |
- |
2024-03-31 |
12,880 |
$911,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
308 |
- |
2024-03-31 |
10,467 |
$740,000 |
0 |
|
| BALLENTINE FINN & COMPANY INC |
350 |
- |
2024-03-31 |
8,640 |
$611,000 |
0 |
|
| Treynor Bancshares Inc. |
57 |
- |
2024-03-31 |
7,800 |
$552,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
706 |
- |
2024-03-31 |
7,608 |
$538,000 |
0 |
|
| REGIONS FINANCIAL CORP |
594 |
- |
2024-03-31 |
7,226 |
$511,000 |
0 |
|
| Amplius Wealth Advisors LLC |
94 |
- |
2024-03-31 |
7,186 |
$508,000 |
0 |
|
| Gradient Capital Advisors LLC |
95 |
- |
2024-03-31 |
6,336 |
$448,000 |
0 |
|
| HPM Partners LLC |
1683 |
- |
2024-03-31 |
5,924 |
$419,000 |
0 |
|
| GYL Financial Synergies LLC |
264 |
- |
2024-03-31 |
5,880 |
$416,000 |
0 |
|
| WILLIS INVESTMENT COUNSEL |
96 |
- |
2024-03-31 |
5,566 |
$394,000 |
0 |
|
| Belpointe Asset Management LLC |
505 |
- |
2024-03-31 |
5,498 |
$389,000 |
0 |
|
| INSIGNEO ADVISORY SERVICES LLC |
319 |
- |
2024-03-31 |
5,396 |
$382,000 |
0 |
|
| Hotaling Investment Management LLC |
86 |
- |
2022-12-31 |
5,880 |
$357,000 |
0 |
|
| Passive Capital Management LLC. |
43 |
- |
2023-03-31 |
5,858 |
$355,000 |
0 |
|
| Essential Planning LLC. |
47 |
- |
2024-03-31 |
5,136 |
$336,000 |
0 |
|
| EPIQ PARTNERS LLC |
55 |
- |
2024-03-31 |
4,600 |
$325,000 |
0 |
|
| Crestone Asset Management LLC |
75 |
- |
2024-03-31 |
4,423 |
$313,000 |
0 |
|
| Geneos Wealth Management Inc. |
601 |
- |
2024-03-31 |
4,250 |
$301,000 |
0 |
|
| Rehmann Capital Advisory Group |
465 |
- |
2024-03-31 |
3,954 |
$280,000 |
0 |
|
| Kapstone Financial Advisors LLC |
90 |
- |
2024-03-31 |
3,500 |
$248,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
1131 |
- |
2024-03-31 |
3,408 |
$241,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
570 |
- |
2024-03-31 |
3,344 |
$236,000 |
0 |
|
| HANSON MCCLAIN, INC. |
727 |
- |
2024-03-31 |
3,303 |
$234,000 |
0 |
|
| Hartland & Co. LLC |
489 |
- |
2024-03-31 |
2,519 |
$176,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2286 |
- |
2024-03-31 |
2,384 |
$169,000 |
0 |
|
| PROEQUITIES INC. |
903 |
- |
2024-03-31 |
1,440 |
$102,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
301 |
- |
2024-03-31 |
1,206 |
$85,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1244 |
- |
2024-03-31 |
1,054 |
$75,000 |
0 |
|
| Ronald Blue Trust Inc. |
810 |
- |
2024-03-31 |
996 |
$70,000 |
0 |
|
| Center for Financial Planning Inc. |
207 |
- |
2024-03-31 |
982 |
$69,000 |
0 |
|
| ANCORA ADVISORS, LLC |
867 |
- |
2024-03-31 |
864 |
$61,000 |
0 |
|
| Parallel Advisors LLC |
1459 |
- |
2024-03-31 |
752 |
$53,000 |
0 |
|
| Archer Investment Corp |
436 |
- |
2024-03-31 |
500 |
$35,000 |
0 |
|
| Fairman Group LLC |
116 |
- |
2024-03-31 |
484 |
$34,000 |
0 |
|
| Farther Finance Advisors LLC |
1324 |
- |
2024-03-31 |
468 |
$33,000 |
0 |
|
| MILESTONE GROUP INC |
299 |
- |
2024-03-31 |
428 |
$30,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
405 |
- |
2024-03-31 |
375 |
$27,000 |
0 |
|
| IAG Wealth Partners LLC |
224 |
- |
2024-03-31 |
350 |
$25,000 |
0 |
|
| Lindbrook Capital LLC |
1141 |
- |
2024-03-31 |
324 |
$23,000 |
0 |
|
| Larson Financial Group LLC |
868 |
- |
2024-03-31 |
309 |
$22,000 |
0 |
|
| Tortoise Investment Management LLC |
503 |
- |
2024-03-31 |
300 |
$21,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
448 |
- |
2023-12-31 |
186 |
$12,000 |
0 |
|
| RE Dickinson Investment Advisors LLC |
156 |
- |
2024-03-31 |
146 |
$10,000 |
0 |
|
| Sound Income Strategies LLC |
949 |
- |
2024-03-31 |
60 |
$4,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
598 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| Asset Dedication LLC |
1054 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
51 Records found
|
1
|
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