| |
Institutional
Holders
Total
Institutions:
 |
112  6 |
|
|
Total
shares held :
|
8,951,468 |
|
|
% of shares
held :
|
19.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
-248,172 |
|
|
% of shares
held change :
|
-0.53% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$70.78 |
|
|
Last
Quarter's Ending
Price :
|
$76.86 |
|
|
Last
Quarter's Average
Price :
|
$72.84 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.24 (4.45%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MATHER GROUP, INC. |
137 |
- |
2024-03-31 |
37,667 |
$2,660,000 |
0 |
|
| GenWealth Group Inc. |
36 |
- |
2024-03-31 |
18,915 |
$1,454,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
467 |
- |
2024-03-31 |
17,137 |
$1,317,000 |
0 |
|
| Full Sail Capital LLC |
87 |
- |
2024-03-31 |
13,173 |
$1,012,000 |
0 |
|
| Verum Partners LLC |
55 |
- |
2024-03-31 |
12,400 |
$953,000 |
0 |
|
| HB Wealth Management LLC |
363 |
- |
2024-03-31 |
12,194 |
$937,000 |
0 |
|
| SAXON INTERESTS INC. |
68 |
- |
2024-03-31 |
11,283 |
$867,000 |
0 |
|
| CWM LLC |
908 |
- |
2024-03-31 |
11,270 |
$866,000 |
0 |
|
| JOHNSON INVESTMENT COUNSEL INC |
417 |
- |
2024-03-31 |
9,776 |
$751,000 |
0 |
|
| Shared Vision Wealth Group LLC |
38 |
- |
2024-03-31 |
8,190 |
$629,000 |
0 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
741 |
- |
2024-03-31 |
7,450 |
$573,000 |
0 |
|
| STIFEL FINANCIAL CORP |
2654 |
- |
2024-03-31 |
5,976 |
$459,000 |
0 |
|
| Stephens Consulting LLC |
53 |
- |
2024-03-31 |
5,579 |
$429,000 |
0 |
|
| COURAGE MILLER PARTNERS, LLC |
64 |
- |
2024-03-31 |
5,138 |
$395,000 |
0 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
107 |
- |
2024-03-31 |
5,090 |
$391,000 |
0 |
|
| FIRST MANHATTAN CO |
541 |
- |
2024-03-31 |
5,000 |
$384,000 |
0 |
|
| CREATIVE PLANNING |
2049 |
- |
2024-03-31 |
4,914 |
$378,000 |
0 |
|
| Towerpoint Wealth LLC |
57 |
- |
2024-03-31 |
4,842 |
$372,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
267 |
- |
2024-03-31 |
4,250 |
$327,000 |
0 |
|
| WealthBridge Capital Management LLC |
137 |
- |
2024-03-31 |
3,680 |
$283,000 |
0 |
|
| Capital Investment Advisors LLC |
503 |
- |
2024-03-31 |
3,532 |
$271,000 |
0 |
|
| Lido Advisors LLC |
1080 |
- |
2024-03-31 |
2,952 |
$227,000 |
0 |
|
| YCMNET ADVISORS INC |
193 |
- |
2024-03-31 |
2,955 |
$227,000 |
0 |
|
| Windsor Group LTD |
154 |
- |
2023-09-30 |
3,243 |
$210,000 |
0 |
|
| MGB Wealth Management LLC |
193 |
- |
2024-03-31 |
2,000 |
$154,000 |
0 |
|
| Cape Investment Advisory Inc. |
242 |
- |
2023-12-31 |
1,350 |
$95,000 |
0 |
|
| Geneos Wealth Management Inc. |
909 |
- |
2024-03-31 |
1,070 |
$82,000 |
0 |
|
| City State Bank |
305 |
- |
2024-03-31 |
668 |
$51,000 |
0 |
|
| Parallel Advisors LLC |
1603 |
- |
2024-03-31 |
516 |
$40,000 |
0 |
|
| ST GERMAIN D J CO INC |
420 |
- |
2024-03-31 |
478 |
$37,000 |
0 |
|
| Archer Investment Corp |
455 |
- |
2024-03-31 |
400 |
$31,000 |
0 |
|
| Aptus Capital Advisors LLC |
933 |
- |
2024-03-31 |
320 |
$25,000 |
0 |
|
| Salomon & Ludwin LLC |
470 |
- |
2024-03-31 |
254 |
$20,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3527 |
- |
2024-03-31 |
190 |
$15,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
833 |
- |
2024-03-31 |
129 |
$10,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
644 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
|
| Larson Financial Group LLC |
1460 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
4926 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
38 Records found
|
1
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