| |
Institutional
Holders
Total
Institutions:
 |
180  2 |
|
|
Total
shares held :
|
10,264,399 |
|
|
% of shares
held :
|
34.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-48 |
|
|
Amount
of shares held :
|
-1,203,149 |
|
|
% of shares
held change :
|
-3.99% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$43.45 |
|
|
Last
Quarter's Ending
Price :
|
$47.52 |
|
|
Last
Quarter's Average
Price :
|
$44.36 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.62 (1.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Schrum Private Wealth Management LLC |
24 |
- |
2024-03-31 |
25,718 |
$1,222,000 |
0 |
|
| Vishria Bird Financial Group LLC |
35 |
- |
2024-03-31 |
14,511 |
$690,000 |
0 |
|
| 1858 WEALTH MANAGEMENT LLC |
51 |
- |
2024-03-31 |
14,382 |
$623,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1074 |
- |
2024-03-31 |
10,895 |
$518,000 |
0 |
|
| Argent Trust Co |
419 |
- |
2024-03-31 |
10,000 |
$475,000 |
0 |
|
| Integrated Wealth Concepts LLC |
1119 |
- |
2024-03-31 |
8,890 |
$422,000 |
0 |
|
| BSC PRIVATE WEALTH MANAGEMENT LLC |
112 |
- |
2024-03-31 |
8,273 |
$393,000 |
0 |
|
| Security Financial Services INC. |
123 |
- |
2024-03-31 |
8,047 |
$382,000 |
0 |
|
| Ronald Blue Trust Inc. |
372 |
- |
2024-03-31 |
6,890 |
$327,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
598 |
- |
2024-03-31 |
7,122 |
$308,000 |
0 |
|
| Apeiron RIA LLC |
169 |
- |
2024-03-31 |
6,223 |
$296,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
997 |
- |
2024-03-31 |
6,081 |
$289,000 |
0 |
|
| Geneos Wealth Management Inc. |
632 |
- |
2024-03-31 |
5,628 |
$267,000 |
0 |
|
| Venture Visionary Partners LLC |
477 |
- |
2024-03-31 |
5,200 |
$247,000 |
0 |
|
| Prime Capital Investment Advisors LLC |
840 |
- |
2024-03-31 |
5,179 |
$246,000 |
0 |
|
| WMG Financial Advisors LLC |
127 |
- |
2024-03-31 |
4,725 |
$225,000 |
0 |
|
| MTM Investment Management LLC |
190 |
- |
2024-03-31 |
4,221 |
$201,000 |
0 |
|
| Impact Partnership Wealth LLC |
210 |
- |
2024-03-31 |
3,340 |
$159,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1601 |
- |
2024-03-31 |
2,101 |
$100,000 |
0 |
|
| Fortitude Family Office LLC |
103 |
- |
2024-03-31 |
1,821 |
$87,000 |
0 |
|
| Founders Financial Alliance LLC |
346 |
- |
2024-03-31 |
1,695 |
$81,000 |
0 |
|
| Addison Advisors LLC |
342 |
- |
2024-03-31 |
1,180 |
$56,000 |
0 |
|
| BARTLETT & CO. LLC |
681 |
- |
2023-12-31 |
1,210 |
$53,000 |
0 |
|
| Hexagon Capital Partners LLC |
613 |
- |
2024-03-31 |
521 |
$25,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
269 |
- |
2023-12-31 |
500 |
$22,000 |
0 |
|
| MCF Advisors LLC |
530 |
- |
2024-03-31 |
400 |
$19,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
899 |
- |
2024-03-31 |
98 |
$5,000 |
0 |
|
| Key Financial Inc |
1037 |
- |
2024-03-31 |
53 |
$3,000 |
0 |
|
| BDO Wealth Advisors LLC |
831 |
- |
2023-06-30 |
76 |
$3,000 |
0 |
|
| WHITTIER TRUST CO |
1425 |
- |
2024-03-31 |
35 |
$2,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
550 |
- |
2024-03-31 |
46 |
$2,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
430 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
|
| Aptus Capital Advisors LLC |
1127 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
|
| Creekmur Asset Management LLC |
680 |
- |
2024-03-31 |
48 |
$2,000 |
0 |
|
| JONES FINANCIAL COMPANIES LLLP |
1289 |
- |
2024-03-31 |
11 |
$1,000 |
0 |
|
|
35 Records found
|
1
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