|
Institutional
Holders
Total
Institutions:
|
201 4 |
|
Total
shares held :
|
5,870,243 |
|
% of shares
held :
|
13.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
-296,241 |
|
% of shares
held change :
|
-0.69% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.98 |
|
Last
Quarter's Ending
Price :
|
$81.97 |
|
Last
Quarter's Average
Price :
|
$77.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.92 (2.46%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
STILLWATER CAPITAL ADVISORS, LLC |
38 |
- |
2024-03-31 |
32,622 |
$2,674,000 |
0 |
|
SPINNAKER TRUST |
135 |
- |
2024-03-31 |
13,928 |
$1,142,000 |
0 |
|
Simmons Bank |
184 |
- |
2024-03-31 |
12,906 |
$1,058,000 |
0 |
|
AMG NATIONAL TRUST BANK |
290 |
- |
2024-03-31 |
12,600 |
$1,033,000 |
0 |
|
KKM Financial LLC |
70 |
- |
2024-03-31 |
11,336 |
$929,000 |
0 |
|
RETIREMENT PLANNING GROUP |
109 |
- |
2024-03-31 |
10,880 |
$892,000 |
0 |
|
M&T BANK CORP |
1002 |
- |
2024-03-31 |
8,683 |
$712,000 |
0 |
|
HAVERFORD TRUST CO |
252 |
- |
2024-03-31 |
8,370 |
$686,000 |
0 |
|
SONATA CAPITAL GROUP INC |
62 |
- |
2024-03-31 |
7,596 |
$623,000 |
0 |
|
Laidlaw Wealth Management LLC |
93 |
- |
2024-03-31 |
7,173 |
$588,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
357 |
- |
2024-03-31 |
5,520 |
$452,000 |
0 |
|
PETTYJOHN CO |
130 |
- |
2024-03-31 |
5,500 |
$451,000 |
0 |
|
COMMERCE BANK N A/MO |
898 |
- |
2024-03-31 |
5,375 |
$441,000 |
0 |
|
Canvas Wealth Advisors LLC |
82 |
- |
2024-03-31 |
5,584 |
$432,000 |
0 |
|
Patriot Investment Management Inc. |
175 |
- |
2024-03-31 |
5,221 |
$428,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
347 |
- |
2024-03-31 |
5,168 |
$424,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
636 |
- |
2024-03-31 |
4,932 |
$404,000 |
0 |
|
BARTLETT & CO. LLC |
371 |
- |
2023-12-31 |
5,168 |
$394,000 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
363 |
- |
2024-03-31 |
4,300 |
$352,000 |
0 |
|
WJ Wealth Management LLC |
64 |
- |
2024-03-31 |
4,280 |
$351,000 |
0 |
|
TIAA TRUST NATIONAL ASSOCIATION |
486 |
- |
2024-03-31 |
4,260 |
$349,000 |
0 |
|
TIAA FSB |
455 |
- |
2023-06-30 |
4,832 |
$344,000 |
0 |
|
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
63 |
- |
2024-03-31 |
4,000 |
$328,000 |
0 |
|
CLIFFORD ASSOCIATES LLC |
255 |
- |
2024-03-31 |
4,000 |
$328,000 |
0 |
|
Greenfield Savings Bank |
122 |
- |
2024-03-31 |
3,512 |
$288,000 |
0 |
|
New Legacy Group LLC |
24 |
- |
2023-09-30 |
4,200 |
$281,000 |
0 |
|
GTS SECURITIES LLC |
1043 |
- |
2024-03-31 |
3,287 |
$269,000 |
0 |
|
FINANCIAL COUNSELORS INC |
522 |
- |
2024-03-31 |
3,160 |
$259,000 |
0 |
|
Snowden Capital Advisors LLC |
1064 |
- |
2024-03-31 |
2,780 |
$228,000 |
0 |
|
HOLDERNESS INVESTMENTS CO |
230 |
- |
2024-03-31 |
2,725 |
$223,000 |
0 |
|
MGB Wealth Management LLC |
192 |
- |
2024-03-31 |
1,936 |
$159,000 |
0 |
|
Front Row Advisors LLC |
147 |
- |
2024-03-31 |
1,850 |
$152,000 |
0 |
|
Geneos Wealth Management Inc. |
786 |
- |
2024-03-31 |
1,686 |
$138,000 |
0 |
|
SANDY SPRING BANK |
405 |
- |
2024-03-31 |
1,660 |
$136,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
344 |
- |
2024-03-31 |
1,264 |
$104,000 |
0 |
|
Mascoma Wealth Management LLC |
139 |
- |
2024-03-31 |
1,000 |
$82,000 |
0 |
|
MTM Investment Management LLC |
213 |
- |
2024-03-31 |
884 |
$72,000 |
0 |
|
US BANCORP |
2539 |
- |
2024-03-31 |
800 |
$66,000 |
0 |
|
Financial Perspectives Inc |
253 |
- |
2024-03-31 |
760 |
$62,000 |
0 |
|
Global Financial Private Client LLC |
288 |
- |
2024-03-31 |
728 |
$59,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
566 |
- |
2024-03-31 |
696 |
$57,000 |
0 |
|
Lumature Wealth Partners LLC |
217 |
- |
2023-06-30 |
800 |
$57,000 |
0 |
|
Hartland & Co. LLC |
746 |
- |
2024-03-31 |
655 |
$52,000 |
0 |
|
Atlantic Edge Private Wealth Management LLC |
195 |
- |
2024-03-31 |
580 |
$48,000 |
0 |
|
BDO Wealth Advisors LLC |
442 |
- |
2023-06-30 |
662 |
$47,000 |
0 |
|
SOA Wealth Advisors LLC. |
334 |
- |
2024-03-31 |
493 |
$40,000 |
0 |
|
TD Waterhouse Canada Inc. |
1104 |
- |
2024-03-31 |
483 |
$39,000 |
0 |
|
CENTRAL BANK & TRUST CO |
256 |
- |
2024-03-31 |
408 |
$33,000 |
0 |
|
Ronald Blue Trust Inc. |
1092 |
- |
2024-03-31 |
375 |
$31,000 |
0 |
|
EPG Wealth Management LLC |
342 |
- |
2024-03-31 |
368 |
$30,000 |
0 |
|
Davis Capital Management |
167 |
- |
2024-03-31 |
348 |
$28,000 |
0 |
|
SCBT FINANCIAL CORP |
427 |
- |
2024-03-31 |
320 |
$26,000 |
0 |
|
Sugarloaf Wealth Management LLC |
371 |
- |
2024-03-31 |
316 |
$26,000 |
0 |
|
ANGELES WEALTH MANAGEMENT LLC |
267 |
- |
2024-03-31 |
322 |
$26,000 |
0 |
|
Ariel Capital Advisors LLC |
210 |
- |
2024-03-31 |
300 |
$25,000 |
0 |
|
Salomon & Ludwin LLC |
455 |
- |
2024-03-31 |
264 |
$22,000 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
459 |
- |
2024-03-31 |
255 |
$21,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
381 |
- |
2024-03-31 |
230 |
$18,000 |
0 |
|
WEST PACES ADVISORS INC. |
320 |
- |
2024-03-31 |
210 |
$17,000 |
0 |
|
NBC SECURITIES INC. |
1507 |
- |
2024-03-31 |
200 |
$16,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
988 |
- |
2024-03-31 |
200 |
$16,000 |
0 |
|
Ritter Daniher Financial Advisory LLC / DE |
203 |
- |
2024-03-31 |
190 |
$16,000 |
0 |
|
IFP Advisors Inc |
1991 |
- |
2023-12-31 |
202 |
$15,000 |
0 |
|
Founders Financial Alliance LLC |
462 |
- |
2024-03-31 |
157 |
$13,000 |
0 |
|
Pflug Koory LLC |
320 |
- |
2024-03-31 |
136 |
$11,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
544 |
- |
2024-03-31 |
108 |
$9,000 |
0 |
|
Global Retirement Partners LLC |
2168 |
- |
2024-03-31 |
104 |
$9,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1232 |
- |
2024-03-31 |
103 |
$8,000 |
0 |
|
Piscataqua Savings Bank |
337 |
- |
2024-03-31 |
40 |
$3,000 |
0 |
|
Kalos Management Inc. |
123 |
- |
2023-06-30 |
29 |
$2,000 |
0 |
|
PROEQUITIES INC. |
9802 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
71 Records found
|
1
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