| |
Institutional
Holders
Total
Institutions:
 |
245  5 |
|
|
Total
shares held :
|
6,794,574 |
|
|
% of shares
held :
|
49.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-72 |
|
|
Amount
of shares held :
|
-715,050 |
|
|
% of shares
held change :
|
-5.2% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$96.59 |
|
|
Last
Quarter's Ending
Price :
|
$103.55 |
|
|
Last
Quarter's Average
Price :
|
$96.37 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 8.72 (9.05%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Security Financial Services INC. |
49 |
- |
2024-03-31 |
15,079 |
$1,653,000 |
0 |
|
| RETIREMENT PLANNING GROUP |
106 |
- |
2024-03-31 |
8,300 |
$910,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
330 |
- |
2024-03-31 |
8,267 |
$856,000 |
0 |
|
| HANCOCK HOLDING CO |
352 |
- |
2024-03-31 |
7,000 |
$767,000 |
0 |
|
| J Arnold Wealth Management Co |
18 |
- |
2023-12-31 |
7,043 |
$729,000 |
0 |
|
| Alliance Wealth Advisors LLC |
47 |
- |
2024-03-31 |
6,040 |
$662,000 |
0 |
|
| One Charles Private Wealth Services LLC |
65 |
- |
2024-03-31 |
5,898 |
$646,000 |
0 |
|
| OLD NATIONAL BANCORP /IN/ |
342 |
- |
2024-03-31 |
5,737 |
$629,000 |
0 |
|
| Family Asset Management LLC |
59 |
- |
2024-03-31 |
5,600 |
$614,000 |
0 |
|
| Northeast Financial Consultants Inc |
207 |
- |
2024-03-31 |
4,050 |
$444,000 |
0 |
|
| HB Wealth Management LLC |
567 |
- |
2024-03-31 |
3,540 |
$388,000 |
0 |
|
| PETRA FINANCIAL ADVISORS INC |
86 |
- |
2024-03-31 |
3,520 |
$386,000 |
0 |
|
| Trueblood Wealth Management LLC |
152 |
- |
2024-03-31 |
2,788 |
$306,000 |
0 |
|
| Walker Asset Management LLC |
106 |
- |
2024-03-31 |
2,537 |
$278,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
91 |
- |
2024-03-31 |
2,740 |
$278,000 |
0 |
|
| 1776 WEALTH LLC |
112 |
- |
2024-03-31 |
2,433 |
$267,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
353 |
- |
2024-03-31 |
2,137 |
$234,000 |
0 |
|
| BSC PRIVATE WEALTH MANAGEMENT LLC |
149 |
- |
2024-03-31 |
2,000 |
$219,000 |
0 |
|
| Onyx Bridge Wealth Group LLC |
233 |
- |
2024-03-31 |
1,966 |
$203,000 |
0 |
|
| Tidemark LLC |
125 |
- |
2024-03-31 |
1,713 |
$188,000 |
0 |
|
| Delos Wealth Advisors LLC |
47 |
- |
2024-03-31 |
1,648 |
$181,000 |
0 |
|
| COUNTRY TRUST BANK |
127 |
- |
2024-03-31 |
1,364 |
$149,000 |
0 |
|
| ATWOOD & PALMER INC |
172 |
- |
2024-03-31 |
1,090 |
$119,000 |
0 |
|
| BDO Wealth Advisors LLC |
329 |
- |
2023-06-30 |
1,020 |
$110,000 |
0 |
|
| Providence Capital Advisors LLC |
139 |
- |
2024-03-31 |
705 |
$77,000 |
0 |
|
| City State Bank |
285 |
- |
2024-03-31 |
593 |
$65,000 |
0 |
|
| Addison Advisors LLC |
333 |
- |
2024-03-31 |
547 |
$60,000 |
0 |
|
| ICA Group Wealth Management LLC |
511 |
- |
2024-03-31 |
536 |
$59,000 |
0 |
|
| Founders Financial Alliance LLC |
374 |
- |
2024-03-31 |
499 |
$55,000 |
0 |
|
| Coastal Capital Group Inc. |
218 |
- |
2023-06-30 |
461 |
$50,000 |
0 |
|
| TCTC HOLDINGS, LLC |
304 |
- |
2024-03-31 |
450 |
$49,000 |
0 |
|
| Capital Investment Advisory Services LLC |
683 |
- |
2024-03-31 |
358 |
$39,000 |
0 |
|
| Creative Capital Management Investments LLC |
98 |
- |
2024-03-31 |
349 |
$38,000 |
0 |
|
| Tyler-Stone Wealth Management |
400 |
- |
2024-03-31 |
346 |
$38,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
849 |
- |
2024-03-31 |
341 |
$37,000 |
0 |
|
| MCF Advisors LLC |
424 |
- |
2024-03-31 |
326 |
$36,000 |
0 |
|
| Anchor Investment Management LLC |
585 |
- |
2024-03-31 |
320 |
$35,000 |
0 |
|
| Westside Investment Management Inc. |
402 |
- |
2024-03-31 |
318 |
$35,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
379 |
- |
2024-03-31 |
323 |
$35,000 |
0 |
|
| BARTLETT & CO. LLC |
771 |
- |
2023-12-31 |
300 |
$31,000 |
0 |
|
| Global Trust Asset Management LLC |
292 |
- |
2024-03-31 |
275 |
$30,000 |
0 |
|
| WASHINGTON TRUST CO |
513 |
- |
2024-03-31 |
278 |
$30,000 |
0 |
|
| Impact Partnership Wealth LLC |
358 |
- |
2024-03-31 |
278 |
$30,000 |
0 |
|
| CITIGROUP INC |
4086 |
- |
2024-03-31 |
190 |
$21,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
521 |
- |
2024-03-31 |
195 |
$21,000 |
0 |
|
| Asset Dedication LLC |
597 |
- |
2024-03-31 |
176 |
$19,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
485 |
- |
2024-03-31 |
177 |
$19,000 |
0 |
|
| Lowe fs LLC |
172 |
- |
2024-03-31 |
161 |
$18,000 |
0 |
|
| HighMark Wealth Management LLC |
217 |
- |
2024-03-31 |
150 |
$16,000 |
0 |
|
| Hexagon Capital Partners LLC |
751 |
- |
2024-03-31 |
133 |
$15,000 |
0 |
|
| Laurel Wealth Advisors LLC |
402 |
- |
2024-03-31 |
130 |
$14,000 |
0 |
|
| Capital Analysts Inc. |
882 |
- |
2024-03-31 |
117 |
$13,000 |
0 |
|
| RE Dickinson Investment Advisors LLC |
153 |
- |
2024-03-31 |
100 |
$11,000 |
0 |
|
| Dunhill Financial LLC |
220 |
- |
2024-03-31 |
100 |
$11,000 |
0 |
|
| Global Financial Private Client LLC |
470 |
- |
2024-03-31 |
86 |
$9,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
314 |
- |
2024-03-31 |
50 |
$6,000 |
0 |
|
| Tortoise Investment Management LLC |
663 |
- |
2024-03-31 |
57 |
$6,000 |
0 |
|
| Smartleaf Asset Management LLC |
1041 |
- |
2024-03-31 |
44 |
$5,000 |
0 |
|
| SIGNATUREFD, LLC |
2623 |
- |
2024-03-31 |
32 |
$4,000 |
0 |
|
| BLACKROCK INC. |
4836 |
- |
2024-03-31 |
32 |
$4,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
540 |
- |
2024-03-31 |
20 |
$2,000 |
0 |
|
| Larson Financial Group LLC |
1371 |
- |
2024-03-31 |
20 |
$2,000 |
0 |
|
| Beacon Capital Management LLC |
864 |
- |
2024-03-31 |
17 |
$2,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
572 |
- |
2024-03-31 |
2 |
$1,000 |
0 |
|
|
64 Records found
|
1
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