| |
Institutional
Holders
Total
Institutions:
 |
138  4 |
|
|
Total
shares held :
|
8,151,009 |
|
|
% of shares
held :
|
56.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
240,385 |
|
|
% of shares
held change :
|
1.66% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.96 |
|
|
Last
Quarter's Ending
Price :
|
$57.39 |
|
|
Last
Quarter's Average
Price :
|
$51.69 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.76 (15.01%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  IEQ CAPITAL LLC |
87 |
- |
2024-03-31 |
193,093 |
$11,783,000 |
0 |
|
| FIRST WESTERN TRUST BANK |
50 |
- |
2024-03-31 |
61,904 |
$3,777,000 |
0 |
|
| Northeast Financial Consultants Inc |
103 |
- |
2024-03-31 |
33,705 |
$2,057,000 |
0 |
|
| Apella Capital LLC |
126 |
- |
2024-03-31 |
20,925 |
$1,256,000 |
0 |
|
| Asset Dedication LLC |
173 |
- |
2024-03-31 |
15,293 |
$933,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
633 |
- |
2024-03-31 |
12,000 |
$732,000 |
0 |
|
| PACIFIC SUN FINANCIAL CORP |
76 |
- |
2024-03-31 |
11,320 |
$691,000 |
0 |
|
| Beacon Pointe Advisors LLC |
885 |
- |
2024-03-31 |
8,627 |
$526,000 |
0 |
|
| Sontag Advisory LLC |
446 |
- |
2024-03-31 |
7,195 |
$439,000 |
0 |
|
| Cresset Asset Management LLC |
1399 |
- |
2024-03-31 |
6,975 |
$426,000 |
0 |
|
| Financial Insights Inc. |
117 |
- |
2024-03-31 |
6,936 |
$423,000 |
0 |
|
| Laurel Wealth Advisors LLC |
133 |
- |
2024-03-31 |
6,284 |
$383,000 |
0 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
108 |
- |
2023-06-30 |
7,122 |
$377,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
909 |
- |
2024-03-31 |
5,578 |
$340,000 |
0 |
|
| Kingsview Wealth Management LLC |
796 |
- |
2024-03-31 |
5,156 |
$315,000 |
0 |
|
| BlueChip Wealth Advisors LLC |
99 |
- |
2024-03-31 |
4,644 |
$283,000 |
0 |
|
| BURNS WEALTH MANAGEMENT, INC. |
436 |
- |
2024-03-31 |
4,575 |
$279,000 |
0 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
269 |
- |
2024-03-31 |
4,364 |
$266,000 |
0 |
|
| Howard Wealth Management LLC |
91 |
- |
2024-03-31 |
3,970 |
$242,000 |
0 |
|
| FINANCIAL COUNSELORS INC |
539 |
- |
2024-03-31 |
3,683 |
$225,000 |
0 |
|
| DANA INVESTMENT ADVISORS INC |
512 |
- |
2024-03-31 |
3,516 |
$215,000 |
0 |
|
| Principle Wealth Partners LLC |
326 |
- |
2024-03-31 |
3,500 |
$214,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
166 |
- |
2024-03-31 |
2,370 |
$145,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2652 |
- |
2024-03-31 |
1,525 |
$93,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2588 |
- |
2024-03-31 |
1,500 |
$92,000 |
0 |
|
| US BANCORP |
2481 |
- |
2024-03-31 |
1,250 |
$76,000 |
0 |
|
| Capital Advisors Ltd. LLC |
377 |
- |
2024-03-31 |
1,232 |
$75,000 |
0 |
|
| Horizons Wealth Management |
77 |
- |
2024-03-31 |
1,233 |
$71,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
667 |
- |
2024-03-31 |
900 |
$55,000 |
0 |
|
| Global Retirement Partners LLC |
1355 |
- |
2024-03-31 |
895 |
$55,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1595 |
- |
2024-03-31 |
765 |
$47,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
297 |
- |
2024-03-31 |
750 |
$46,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
445 |
- |
2024-03-31 |
632 |
$39,000 |
0 |
|
| CITIGROUP INC |
3819 |
- |
2024-03-31 |
643 |
$39,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
512 |
- |
2022-12-31 |
725 |
$35,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1390 |
- |
2024-03-31 |
575 |
$35,000 |
0 |
|
| Oakworth Capital Inc. |
364 |
- |
2024-03-31 |
554 |
$34,000 |
0 |
|
| ICA Group Wealth Management LLC |
641 |
- |
2024-03-31 |
555 |
$34,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
840 |
- |
2024-03-31 |
547 |
$33,000 |
0 |
|
| Sound Income Strategies LLC |
494 |
- |
2024-03-31 |
545 |
$33,000 |
0 |
|
| Northwest Capital Management Inc |
267 |
- |
2024-03-31 |
510 |
$31,000 |
0 |
|
| CWM LLC |
2603 |
- |
2024-03-31 |
510 |
$31,000 |
0 |
|
| TRUST CO OF VERMONT |
586 |
- |
2024-03-31 |
400 |
$24,000 |
0 |
|
| NBC SECURITIES INC. |
1488 |
- |
2024-03-31 |
288 |
$17,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
530 |
- |
2024-03-31 |
225 |
$14,000 |
0 |
|
| Spire Wealth Management |
1780 |
- |
2024-03-31 |
125 |
$8,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
537 |
- |
2023-12-31 |
113 |
$7,000 |
0 |
|
| BLACKROCK INC. |
4815 |
- |
2024-03-31 |
90 |
$5,000 |
0 |
|
| Castleview Partners LLC |
680 |
- |
2024-03-31 |
43 |
$3,000 |
0 |
|
| Atlantic Edge Private Wealth Management LLC |
422 |
- |
2024-03-31 |
45 |
$3,000 |
0 |
|
| BDO Wealth Advisors LLC |
847 |
- |
2023-06-30 |
45 |
$2,000 |
0 |
|
| DB Wealth Management Group LLC |
361 |
- |
2023-12-31 |
7 |
$0 |
0 |
|
| PROEQUITIES INC. |
7646 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
53 Records found
|
1
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