| |
Institutional
Holders
Total
Institutions:
 |
109  0 |
|
|
Total
shares held :
|
4,144,264 |
|
|
% of shares
held :
|
93.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
67,880 |
|
|
% of shares
held change :
|
1.53% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.73 |
|
|
Last
Quarter's Ending
Price :
|
$87.18 |
|
|
Last
Quarter's Average
Price :
|
$79.32 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
10.95 (13.8%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Aberdeen Wealth Management LLC |
2 |
- |
2024-03-31 |
125,504 |
$11,396,000 |
0 |
|
| FRANKLIN RESOURCES INC |
1514 |
- |
2024-03-31 |
28,700 |
$2,606,000 |
0 |
|
| Miracle Mile Advisors LLC |
175 |
- |
2024-03-31 |
24,126 |
$2,191,000 |
0 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
96 |
- |
2024-03-31 |
13,558 |
$1,231,000 |
0 |
|
| Heritage Investment Group Inc. |
38 |
- |
2024-03-31 |
9,572 |
$869,000 |
0 |
|
| Factorial Partners LLC |
69 |
- |
2024-03-31 |
7,000 |
$636,000 |
0 |
|
| CIBC WORLD MARKETS INC. |
895 |
- |
2024-03-31 |
5,864 |
$532,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
542 |
- |
2024-03-31 |
4,808 |
$437,000 |
0 |
|
| Spire Wealth Management |
555 |
- |
2024-03-31 |
4,769 |
$433,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
553 |
- |
2024-03-31 |
4,194 |
$366,000 |
0 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
236 |
- |
2024-03-31 |
3,988 |
$362,000 |
0 |
|
| FirstPurpose Wealth LLC |
147 |
- |
2024-03-31 |
4,000 |
$349,000 |
0 |
|
| IHT Wealth Management LLC |
746 |
- |
2024-03-31 |
3,838 |
$348,000 |
0 |
|
| Wealthquest Corp |
98 |
- |
2024-03-31 |
3,530 |
$321,000 |
0 |
|
| AMG NATIONAL TRUST BANK |
367 |
- |
2024-03-31 |
3,480 |
$316,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
584 |
- |
2024-03-31 |
2,980 |
$271,000 |
0 |
|
| WealthCollab LLC |
53 |
- |
2024-03-31 |
2,808 |
$255,000 |
0 |
|
| IFG Advisors LLC |
116 |
- |
2024-03-31 |
2,770 |
$252,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
1090 |
- |
2024-03-31 |
2,678 |
$243,000 |
0 |
|
| Asset Dedication LLC |
285 |
- |
2024-03-31 |
2,561 |
$233,000 |
0 |
|
| Keystone Financial Group |
307 |
- |
2024-03-31 |
2,499 |
$227,000 |
0 |
|
| HPM Partners LLC |
2063 |
- |
2024-03-31 |
2,366 |
$215,000 |
0 |
|
| Halpern Financial Inc. |
55 |
- |
2024-03-31 |
1,748 |
$156,000 |
0 |
|
| HANSON INVESTMENT MANAGEMENT |
211 |
- |
2024-03-31 |
1,504 |
$137,000 |
0 |
|
| PROEQUITIES INC. |
942 |
- |
2024-03-31 |
1,026 |
$93,000 |
0 |
|
| Founders Capital Management |
115 |
- |
2024-03-31 |
770 |
$70,000 |
0 |
|
| Qube Research & Technologies Ltd |
2927 |
- |
2024-03-31 |
762 |
$69,000 |
0 |
|
| FIFTH THIRD BANCORP |
1480 |
- |
2024-03-31 |
392 |
$36,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2334 |
- |
2024-03-31 |
326 |
$30,000 |
0 |
|
| IFP Advisors Inc |
1816 |
- |
2023-12-31 |
260 |
$23,000 |
0 |
|
| Global Retirement Partners LLC |
1737 |
- |
2024-03-31 |
258 |
$23,000 |
0 |
|
| Geneos Wealth Management Inc. |
1354 |
- |
2024-03-31 |
224 |
$20,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
984 |
- |
2024-03-31 |
208 |
$19,000 |
0 |
|
| NBC SECURITIES INC. |
1519 |
- |
2024-03-31 |
178 |
$16,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
862 |
- |
2024-03-31 |
168 |
$15,000 |
0 |
|
| Anchor Investment Management LLC |
737 |
- |
2024-03-31 |
138 |
$13,000 |
0 |
|
| Pinnacle Bank |
702 |
- |
2024-03-31 |
76 |
$7,000 |
0 |
|
| Larson Financial Group LLC |
1349 |
- |
2024-03-31 |
24 |
$2,000 |
0 |
|
| CVA Family Office LLC |
932 |
- |
2024-03-31 |
22 |
$2,000 |
0 |
|
| SOA Wealth Advisors LLC. |
794 |
- |
2024-03-31 |
9 |
$1,000 |
0 |
|
|
40 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
