| |
Institutional
Holders
Total
Institutions:
 |
81  1 |
|
|
Total
shares held :
|
641,285 |
|
|
% of shares
held :
|
13.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-63,704 |
|
|
% of shares
held change :
|
-1.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.45 |
|
|
Last
Quarter's Ending
Price :
|
$80.16 |
|
|
Last
Quarter's Average
Price :
|
$77.47 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.86 (4.98%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
159 |
- |
2024-03-31 |
13,025 |
$1,044,000 |
0 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
308 |
- |
2024-03-31 |
8,654 |
$694,000 |
0 |
|
| WADE G W & INC |
295 |
- |
2023-12-31 |
6,341 |
$483,000 |
0 |
|
| J P MORGAN CHASE & CO |
3947 |
- |
2024-03-31 |
4,165 |
$334,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
390 |
- |
2024-03-31 |
4,130 |
$331,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1448 |
- |
2023-09-30 |
4,397 |
$318,000 |
0 |
|
| Nicholas Hoffman & Company LLC. |
247 |
- |
2024-03-31 |
3,475 |
$279,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1936 |
- |
2024-03-31 |
2,765 |
$222,000 |
0 |
|
| Spire Wealth Management |
1125 |
- |
2024-03-31 |
814 |
$65,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
241 |
- |
2024-03-31 |
800 |
$64,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
614 |
- |
2024-03-31 |
600 |
$48,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
354 |
- |
2024-03-31 |
600 |
$48,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
680 |
- |
2024-03-31 |
574 |
$46,000 |
0 |
|
| BARTLETT & CO. LLC |
720 |
- |
2023-12-31 |
574 |
$44,000 |
0 |
|
| Park Place Capital Corp |
429 |
- |
2024-03-31 |
500 |
$40,000 |
0 |
|
| ICA Group Wealth Management LLC |
617 |
- |
2024-03-31 |
480 |
$38,000 |
0 |
|
| Financial Freedom LLC |
189 |
- |
2024-03-31 |
379 |
$30,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
189 |
- |
2024-03-31 |
300 |
$24,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
832 |
- |
2024-03-31 |
150 |
$12,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
324 |
- |
2024-03-31 |
150 |
$12,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
317 |
- |
2024-03-31 |
133 |
$11,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
353 |
- |
2024-03-31 |
135 |
$11,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
740 |
- |
2024-03-31 |
101 |
$8,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
649 |
- |
2024-03-31 |
60 |
$5,000 |
0 |
|
| FSA Wealth Management LLC |
449 |
- |
2024-03-31 |
61 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2454 |
- |
2024-03-31 |
47 |
$4,000 |
0 |
|
| WHITTIER TRUST CO |
1416 |
- |
2024-03-31 |
19 |
$2,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2291 |
- |
2024-03-31 |
24 |
$2,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
564 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
| Parallel Advisors LLC |
2861 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
| Asset Dedication LLC |
961 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
8733 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Sunbelt Securities Inc. |
1746 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
33 Records found
|
1
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