|
Institutional
Holders
Total
Institutions:
|
48 4 |
|
Total
shares held :
|
390,676 |
|
% of shares
held :
|
2.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-124,170 |
|
% of shares
held change :
|
-0.88% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.49 |
|
Last
Quarter's Ending
Price :
|
$68.32 |
|
Last
Quarter's Average
Price :
|
$60.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.01 (6.66%) |
|
|
|
![](../../images/information.jpg)
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Cassaday & Co Wealth Management LLC |
60 |
- |
2024-03-31 |
30,801 |
$2,104,000 |
0 |
|
9258 Wealth Management LLC |
104 |
- |
2024-03-31 |
17,450 |
$1,192,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
447 |
- |
2024-03-31 |
15,000 |
$1,025,000 |
0 |
|
ROANOKE ASSET MANAGEMENT CORP/ NY |
58 |
- |
2024-03-31 |
13,440 |
$918,000 |
0 |
|
Atlantic Trust Group LLC |
782 |
- |
2024-03-31 |
9,000 |
$606,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1456 |
- |
2024-03-31 |
8,190 |
$560,000 |
0 |
|
HPM Partners LLC |
1698 |
- |
2024-03-31 |
6,000 |
$410,000 |
0 |
|
TrinityPoint Wealth LLC |
221 |
- |
2024-03-31 |
5,484 |
$375,000 |
0 |
|
SAVANT CAPITAL MANAGEMENT INC |
909 |
- |
2024-03-31 |
4,250 |
$290,000 |
0 |
|
KENNEDY INVESTMENT GROUP |
100 |
- |
2024-03-31 |
4,100 |
$280,000 |
0 |
|
ARGI INVESTMENT SERVICES, LLC |
372 |
- |
2022-12-31 |
6,000 |
$274,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
388 |
- |
2024-03-31 |
2,100 |
$143,000 |
0 |
|
CITIGROUP INC |
3399 |
- |
2024-03-31 |
1,435 |
$98,000 |
0 |
|
Goss Wealth Management LLC |
2136 |
- |
2024-03-31 |
1,133 |
$77,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2928 |
- |
2024-03-31 |
1,129 |
$76,000 |
0 |
|
US BANCORP |
2773 |
- |
2024-03-31 |
600 |
$41,000 |
0 |
|
Main Street Group LTD |
235 |
- |
2024-03-31 |
600 |
$40,000 |
0 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
262 |
- |
2024-03-31 |
420 |
$29,000 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
463 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
682 |
- |
2024-03-31 |
120 |
$8,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
602 |
- |
2024-03-31 |
60 |
$4,000 |
0 |
|
PROEQUITIES INC. |
2626 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
EverSource Wealth Advisors LLC |
2808 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
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23 Records found
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1
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