| |
Institutional
Holders
Total
Institutions:
 |
134  0 |
|
|
Total
shares held :
|
9,642,023 |
|
|
% of shares
held :
|
52.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -13 |
|
|
Amount
of shares held :
|
-551,474 |
|
|
% of shares
held change :
|
-3.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.32 |
|
|
Last
Quarter's Ending
Price :
|
$50.74 |
|
|
Last
Quarter's Average
Price :
|
$47.46 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.65 (16.12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WHARTON BUSINESS GROUP, LLC |
41 |
- |
2024-03-31 |
180,417 |
$10,226,000 |
0 |
|
| Mill Creek Capital Advisors LLC |
46 |
- |
2024-03-31 |
106,295 |
$6,025,000 |
0 |
|
| Cooksen Wealth LLC |
9 |
- |
2024-03-31 |
52,311 |
$2,965,000 |
0 |
|
| Parallel Advisors LLC |
227 |
- |
2024-03-31 |
35,346 |
$2,003,000 |
0 |
|
| Paragon Private Wealth Management LLC |
28 |
- |
2024-03-31 |
32,990 |
$1,870,000 |
0 |
|
| Evolution Advisers Inc. |
14 |
- |
2024-03-31 |
24,696 |
$1,400,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
1376 |
- |
2024-03-31 |
21,512 |
$1,219,000 |
0 |
|
| EVERCORE WEALTH MANAGEMENT, LLC |
215 |
- |
2024-03-31 |
17,782 |
$1,008,000 |
0 |
|
| Howard Wealth Management LLC |
41 |
- |
2024-03-31 |
13,485 |
$764,000 |
0 |
|
| Armbruster Capital Management Inc. |
66 |
- |
2024-03-31 |
10,117 |
$573,000 |
0 |
|
| Rockwood Wealth Management LLC |
49 |
- |
2024-03-31 |
9,403 |
$533,000 |
0 |
|
| Bedel Financial Consulting Inc. |
134 |
- |
2024-03-31 |
8,832 |
$501,000 |
0 |
|
| Wescott Financial Advisory Group LLC |
119 |
- |
2024-03-31 |
7,119 |
$404,000 |
0 |
|
| MCF Advisors LLC |
161 |
- |
2024-03-31 |
6,500 |
$368,000 |
0 |
|
| Wedmont Private Capital |
424 |
- |
2024-03-31 |
6,000 |
$338,000 |
0 |
|
| ODell Group LLC |
65 |
- |
2024-03-31 |
5,825 |
$330,000 |
0 |
|
| GREENLEAF TRUST |
600 |
- |
2024-03-31 |
5,388 |
$305,000 |
0 |
|
| True Wealth Design LLC |
112 |
- |
2024-03-31 |
5,206 |
$295,000 |
0 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
600 |
- |
2024-03-31 |
5,123 |
$290,000 |
0 |
|
| Sound View Wealth Advisors Group LLC |
310 |
- |
2024-03-31 |
4,938 |
$280,000 |
0 |
|
| RDA Financial Network |
198 |
- |
2024-03-31 |
4,560 |
$258,000 |
0 |
|
| IVC Wealth Advisors LLC |
144 |
- |
2024-03-31 |
4,290 |
$243,000 |
0 |
|
| CRITERION CAPITAL ADVISORS LLC |
79 |
- |
2024-03-31 |
3,155 |
$179,000 |
0 |
|
| Key Financial Inc |
252 |
- |
2024-03-31 |
2,785 |
$158,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
158 |
- |
2024-03-31 |
2,500 |
$142,000 |
0 |
|
| BLACKROCK INC. |
4380 |
- |
2024-03-31 |
2,000 |
$113,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1699 |
- |
2024-03-31 |
1,998 |
$113,000 |
0 |
|
| US BANCORP |
2332 |
- |
2024-03-31 |
1,849 |
$105,000 |
0 |
|
| CAMBRIDGE TRUST CO |
351 |
- |
2024-03-31 |
1,710 |
$97,000 |
0 |
|
| Qube Research & Technologies Ltd |
2854 |
- |
2024-03-31 |
1,579 |
$89,000 |
0 |
|
| Global Retirement Partners LLC |
1140 |
- |
2024-03-31 |
1,492 |
$85,000 |
0 |
|
| OAK HARBOR WEALTH PARTNERS LLC |
188 |
- |
2024-03-31 |
1,175 |
$67,000 |
0 |
|
| EverSource Wealth Advisors LLC |
796 |
- |
2024-03-31 |
1,295 |
$66,000 |
0 |
|
| First Personal Financial Services |
194 |
- |
2024-03-31 |
802 |
$45,000 |
0 |
|
| Capital Investment Advisory Services LLC |
687 |
- |
2024-03-31 |
670 |
$38,000 |
0 |
|
| NBC SECURITIES INC. |
1223 |
- |
2024-03-31 |
650 |
$36,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1286 |
- |
2024-03-31 |
548 |
$31,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
191 |
- |
2024-03-31 |
517 |
$29,000 |
0 |
|
| FIFTH THIRD BANCORP |
1550 |
- |
2024-03-31 |
518 |
$29,000 |
0 |
|
| Smartleaf Asset Management LLC |
680 |
- |
2024-03-31 |
505 |
$26,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
541 |
- |
2024-03-31 |
320 |
$18,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2685 |
- |
2024-03-31 |
299 |
$17,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1746 |
- |
2024-03-31 |
292 |
$17,000 |
0 |
|
| Goss Wealth Management LLC |
2724 |
- |
2024-03-31 |
247 |
$14,000 |
0 |
|
| J P MORGAN CHASE & CO |
5016 |
- |
2024-03-31 |
199 |
$11,000 |
0 |
|
| IFP Advisors Inc |
2153 |
- |
2023-12-31 |
200 |
$10,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
469 |
- |
2023-12-31 |
181 |
$9,000 |
0 |
|
| Sound Income Strategies LLC |
831 |
- |
2024-03-31 |
120 |
$7,000 |
0 |
|
| McIlrath & Eck LLC |
677 |
- |
2024-03-31 |
100 |
$6,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
1006 |
- |
2024-03-31 |
38 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
8742 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
51 Records found
|
1
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