|
Institutional
Holders
Total
Institutions:
|
205 3 |
|
Total
shares held :
|
6,028,269 |
|
% of shares
held :
|
25.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
214,643 |
|
% of shares
held change :
|
0.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$111.49 |
|
Last
Quarter's Ending
Price :
|
$128.07 |
|
Last
Quarter's Average
Price :
|
$116.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
19.10 (16.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Spire Wealth Management |
200 |
- |
2024-03-31 |
21,773 |
$2,935,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
344 |
- |
2024-03-31 |
6,497 |
$832,000 |
0 |
|
TruWealth Advisors LLC |
88 |
- |
2024-03-31 |
5,998 |
$809,000 |
0 |
|
Mutual Advisors LLC |
577 |
- |
2024-03-31 |
5,380 |
$725,000 |
0 |
|
Milestone Advisory Partners |
36 |
- |
2023-09-30 |
5,702 |
$634,000 |
0 |
|
HFG Advisors Inc. |
52 |
- |
2024-03-31 |
3,828 |
$516,000 |
0 |
|
Venture Visionary Partners LLC |
362 |
- |
2024-03-31 |
3,820 |
$515,000 |
0 |
|
REGAL INVESTMENT ADVISORS, LLC |
357 |
- |
2024-03-31 |
3,797 |
$512,000 |
0 |
|
9258 Wealth Management LLC |
200 |
- |
2024-03-31 |
3,531 |
$476,000 |
0 |
|
SeaCrest Wealth Management LLC |
336 |
- |
2024-03-31 |
3,407 |
$459,000 |
0 |
|
Cyndeo Wealth Partners LLC |
305 |
- |
2024-03-31 |
2,642 |
$356,000 |
0 |
|
Quadrant Private Wealth Management LLC |
168 |
- |
2024-03-31 |
2,587 |
$349,000 |
0 |
|
Cedar Brook Financial Partners LLC |
282 |
- |
2024-03-31 |
2,578 |
$348,000 |
0 |
|
OLD NATIONAL BANCORP /IN/ |
447 |
- |
2024-03-31 |
2,518 |
$339,000 |
0 |
|
Tyler-Stone Wealth Management |
130 |
- |
2024-03-31 |
2,411 |
$325,000 |
0 |
|
Nilsine Partners LLC |
273 |
- |
2024-03-31 |
2,353 |
$317,000 |
0 |
|
RWM Asset Management LLC |
127 |
- |
2024-03-31 |
2,196 |
$296,000 |
0 |
|
OPPENHEIMER & CO INC |
1212 |
- |
2024-03-31 |
2,092 |
$282,000 |
0 |
|
Argent Trust Co |
547 |
- |
2024-03-31 |
2,081 |
$281,000 |
0 |
|
FORTE CAPITAL LLC /ADV |
201 |
- |
2024-03-31 |
2,075 |
$280,000 |
0 |
|
Kraft Davis & Associates LLC |
112 |
- |
2024-03-31 |
2,110 |
$280,000 |
0 |
|
RAYMOND JAMES TRUST CO |
1027 |
- |
2024-03-31 |
2,032 |
$274,000 |
0 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
382 |
- |
2024-03-31 |
2,005 |
$270,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
410 |
- |
2024-03-31 |
2,000 |
$270,000 |
0 |
|
COUNTRY CLUB BANK /GFN |
276 |
- |
2024-03-31 |
1,930 |
$260,000 |
0 |
|
PAPP L ROY & ASSOCIATES |
158 |
- |
2024-03-31 |
1,843 |
$248,000 |
0 |
|
Cresset Asset Management LLC |
1666 |
- |
2024-03-31 |
1,785 |
$241,000 |
0 |
|
Resources Investment Advisors Inc. |
1003 |
- |
2024-03-31 |
1,646 |
$222,000 |
0 |
|
RF&L WEALTH MANAGEMENT LLC |
52 |
- |
2024-03-31 |
1,625 |
$219,000 |
0 |
|
PRIVATE TRUST CO NA |
627 |
- |
2024-03-31 |
1,570 |
$212,000 |
0 |
|
Delos Wealth Advisors LLC |
49 |
- |
2024-03-31 |
1,254 |
$169,000 |
0 |
|
Integrity Financial Corp /WA |
117 |
- |
2024-03-31 |
1,156 |
$156,000 |
0 |
|
ATWOOD & PALMER INC |
160 |
- |
2024-03-31 |
1,075 |
$145,000 |
0 |
|
Sunbelt Securities Inc. |
633 |
- |
2024-03-31 |
1,002 |
$135,000 |
0 |
|
BROWN BROTHERS HARRIMAN & CO |
598 |
- |
2024-03-31 |
1,000 |
$135,000 |
0 |
|
Transcendent Capital Group LLC |
115 |
- |
2024-03-31 |
1,000 |
$135,000 |
0 |
|
BDO Wealth Advisors LLC |
311 |
- |
2023-06-30 |
1,090 |
$125,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
590 |
- |
2024-03-31 |
664 |
$89,000 |
0 |
|
Geneos Wealth Management Inc. |
890 |
- |
2024-03-31 |
640 |
$86,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1527 |
- |
2024-03-31 |
615 |
$83,000 |
0 |
|
MCF Advisors LLC |
312 |
- |
2024-03-31 |
616 |
$83,000 |
0 |
|
Hexagon Capital Partners LLC |
391 |
- |
2024-03-31 |
449 |
$61,000 |
0 |
|
EPG Wealth Management LLC |
308 |
- |
2024-03-31 |
428 |
$58,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
593 |
- |
2024-03-31 |
300 |
$40,000 |
0 |
|
Westside Investment Management Inc. |
380 |
- |
2024-03-31 |
300 |
$40,000 |
0 |
|
Financial Advisory Service Inc. |
361 |
- |
2024-03-31 |
292 |
$39,000 |
0 |
|
Asset Dedication LLC |
531 |
- |
2024-03-31 |
197 |
$27,000 |
0 |
|
HM PAYSON & CO |
724 |
- |
2023-12-31 |
166 |
$21,000 |
0 |
|
BARRETT & COMPANY INC. |
360 |
- |
2024-03-31 |
150 |
$20,000 |
0 |
|
Legend Financial Advisors Inc. |
95 |
- |
2024-03-31 |
133 |
$18,000 |
0 |
|
HANSON MCCLAIN, INC. |
1841 |
- |
2024-03-31 |
125 |
$17,000 |
0 |
|
Northwest Financial Advisors |
450 |
- |
2024-03-31 |
106 |
$14,000 |
0 |
|
Bogart Wealth LLC |
599 |
- |
2024-03-31 |
100 |
$13,000 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
336 |
- |
2024-03-31 |
90 |
$13,000 |
0 |
|
GPS Wealth Strategies Group LLC |
851 |
- |
2024-03-31 |
77 |
$10,000 |
0 |
|
CarsonAllaria Wealth Management Ltd. |
251 |
- |
2024-03-31 |
71 |
$10,000 |
0 |
|
Larson Financial Group LLC |
1160 |
- |
2024-03-31 |
46 |
$6,000 |
0 |
|
Eukles Asset Management |
192 |
- |
2024-03-31 |
23 |
$3,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
424 |
- |
2024-03-31 |
23 |
$3,000 |
0 |
|
Aptus Capital Advisors LLC |
1103 |
- |
2024-03-31 |
23 |
$3,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
591 |
- |
2024-03-31 |
7 |
$1,000 |
0 |
|
Capital Analysts Inc. |
1074 |
- |
2024-03-31 |
5 |
$1,000 |
0 |
|
|
62 Records found
|
1
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