|
Institutional
Holders
Total
Institutions:
|
287 0 |
|
Total
shares held :
|
10,775,321 |
|
% of shares
held :
|
87.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
658,365 |
|
% of shares
held change :
|
5.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$147.77 |
|
Last
Quarter's Ending
Price :
|
$167.96 |
|
Last
Quarter's Average
Price :
|
$155.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
23.88 (15.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
First Bank & Trust |
10 |
- |
2024-03-31 |
45,762 |
$8,259,000 |
0 |
|
SCS CAPITAL MANAGEMENT LLC |
53 |
- |
2024-03-31 |
20,417 |
$3,685,000 |
0 |
|
Clientfirst Wealth Management LLC |
8 |
- |
2023-09-30 |
10,005 |
$1,518,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1529 |
- |
2024-03-31 |
7,705 |
$1,393,000 |
0 |
|
Summit Trail Advisors LLC |
185 |
- |
2024-03-31 |
6,926 |
$1,250,000 |
0 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
210 |
- |
2024-03-31 |
6,304 |
$1,138,000 |
0 |
|
Compass Financial Group INC/SD |
28 |
- |
2024-03-31 |
6,214 |
$1,121,000 |
0 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
395 |
- |
2024-03-31 |
5,643 |
$1,018,000 |
0 |
|
Tobias Financial Advisors Inc. |
56 |
- |
2024-03-31 |
4,398 |
$794,000 |
0 |
|
WEST BANCORPORATION INC |
41 |
- |
2024-03-31 |
3,450 |
$623,000 |
0 |
|
WASHINGTON TRUST CO |
188 |
- |
2024-03-31 |
3,276 |
$591,000 |
0 |
|
COLONY GROUP, LLC |
698 |
- |
2024-03-31 |
3,232 |
$583,000 |
0 |
|
Relaxing Retirement Coach |
45 |
- |
2023-06-30 |
3,724 |
$580,000 |
0 |
|
STEPHENS INC /AR/ |
757 |
- |
2024-03-31 |
3,216 |
$580,000 |
0 |
|
Sightline Wealth Advisors LLC |
44 |
- |
2024-03-31 |
3,000 |
$541,000 |
0 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
442 |
- |
2024-03-31 |
2,993 |
$540,000 |
0 |
|
Affinity Capital Advisors LLC |
95 |
- |
2024-03-31 |
2,648 |
$478,000 |
0 |
|
Pinnacle Financial Group LLC / IL |
44 |
- |
2024-03-31 |
2,500 |
$451,000 |
0 |
|
NICOLET ADVISORY SERVICES LLC |
205 |
- |
2024-03-31 |
2,464 |
$439,000 |
0 |
|
ROUNDVIEW CAPITAL LLC |
268 |
- |
2024-03-31 |
2,425 |
$438,000 |
0 |
|
MCCORMACK ADVISORS INTERNATIONAL |
778 |
- |
2024-03-31 |
2,379 |
$429,000 |
0 |
|
LYNCH & ASSOCIATES/IN |
101 |
- |
2024-03-31 |
2,155 |
$389,000 |
0 |
|
CREDIT SUISSE/ |
2674 |
- |
2024-03-31 |
2,100 |
$379,000 |
0 |
|
Walker Asset Management LLC |
76 |
- |
2024-03-31 |
2,093 |
$378,000 |
0 |
|
BANCORPSOUTH BANK |
255 |
- |
2024-03-31 |
2,000 |
$361,000 |
0 |
|
CM WEALTH ADVISORS LLC |
115 |
- |
2024-03-31 |
2,012 |
$354,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
544 |
- |
2024-03-31 |
1,823 |
$329,000 |
0 |
|
Aspen Grove Capital LLC |
133 |
- |
2024-03-31 |
1,800 |
$325,000 |
0 |
|
WEST CHESTER CAPITAL ADVISORS INC |
32 |
- |
2023-09-30 |
2,186 |
$325,000 |
0 |
|
Gladstone Institutional Advisory LLC |
522 |
- |
2024-03-31 |
1,716 |
$310,000 |
0 |
|
IFG Advisors LLC |
104 |
- |
2024-03-31 |
1,635 |
$295,000 |
0 |
|
Cassaday & Co Wealth Management LLC |
232 |
- |
2024-03-31 |
1,586 |
$286,000 |
0 |
|
Sunbelt Securities Inc. |
445 |
- |
2024-03-31 |
1,530 |
$276,000 |
0 |
|
ETF Portfolio Partners Inc. |
49 |
- |
2024-03-31 |
1,446 |
$261,000 |
0 |
|
Trivant Custom Portfolio Group LLC |
54 |
- |
2024-03-31 |
1,350 |
$244,000 |
0 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
198 |
- |
2024-03-31 |
1,250 |
$226,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
184 |
- |
2024-03-31 |
1,219 |
$220,000 |
0 |
|
Pacific Center for Financial Services |
91 |
- |
2023-12-31 |
1,012 |
$170,000 |
0 |
|
Bank of New Hampshire |
207 |
- |
2024-03-31 |
926 |
$167,000 |
0 |
|
FinTrust Capital Advisors LLC |
346 |
- |
2024-03-31 |
693 |
$125,000 |
0 |
|
Asset Dedication LLC |
349 |
- |
2024-03-31 |
676 |
$122,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
347 |
- |
2022-12-31 |
751 |
$105,000 |
0 |
|
FRANKLIN RESOURCES INC |
2582 |
- |
2024-03-31 |
542 |
$98,000 |
0 |
|
AMUNDI |
1659 |
- |
2024-03-31 |
555 |
$95,000 |
0 |
|
Capital Advisors Ltd. LLC |
370 |
- |
2024-03-31 |
429 |
$77,000 |
0 |
|
PIN OAK INVESTMENT ADVISORS INC |
158 |
- |
2024-03-31 |
351 |
$63,000 |
0 |
|
Tyler-Stone Wealth Management |
340 |
- |
2024-03-31 |
338 |
$61,000 |
0 |
|
JDM Financial Group LLC |
69 |
- |
2024-03-31 |
290 |
$52,000 |
0 |
|
Y.D. More Investments Ltd |
238 |
- |
2024-03-31 |
288 |
$52,000 |
0 |
|
Versant Capital Management Inc |
289 |
- |
2024-03-31 |
267 |
$48,000 |
0 |
|
MILESTONE GROUP INC |
264 |
- |
2024-03-31 |
262 |
$47,000 |
0 |
|
JJJ Advisors Inc. |
436 |
- |
2024-03-31 |
225 |
$41,000 |
0 |
|
NBC SECURITIES INC. |
1189 |
- |
2024-03-31 |
223 |
$41,000 |
0 |
|
Beaird Harris Wealth Management LLC |
232 |
- |
2024-03-31 |
190 |
$34,000 |
0 |
|
PRIVATE TRUST CO NA |
1340 |
- |
2024-03-31 |
143 |
$26,000 |
0 |
|
Larson Financial Group LLC |
831 |
- |
2024-03-31 |
143 |
$26,000 |
0 |
|
SRS Capital Advisors Inc. |
656 |
- |
2024-03-31 |
115 |
$21,000 |
0 |
|
Lindbrook Capital LLC |
1198 |
- |
2024-03-31 |
110 |
$20,000 |
0 |
|
Goss Wealth Management LLC |
2628 |
- |
2024-03-31 |
107 |
$19,000 |
0 |
|
City State Bank |
413 |
- |
2024-03-31 |
100 |
$18,000 |
0 |
|
Addison Advisors LLC |
461 |
- |
2024-03-31 |
100 |
$18,000 |
0 |
|
Anchor Investment Management LLC |
762 |
- |
2024-03-31 |
62 |
$11,000 |
0 |
|
Westside Investment Management Inc. |
673 |
- |
2024-03-31 |
25 |
$5,000 |
0 |
|
IFP Advisors Inc |
2561 |
- |
2023-12-31 |
20 |
$3,000 |
0 |
|
CarsonAllaria Wealth Management Ltd. |
325 |
- |
2024-03-31 |
10 |
$2,000 |
0 |
|
GLENMEDE TRUST CO NA |
1337 |
- |
2024-03-31 |
11 |
$2,000 |
0 |
|
Sound Income Strategies LLC |
1037 |
- |
2024-03-31 |
10 |
$2,000 |
0 |
|
Concord Wealth Partners |
744 |
- |
2024-03-31 |
8 |
$2,000 |
0 |
|
Prestige Wealth Management Group LLC |
796 |
- |
2024-03-31 |
9 |
$2,000 |
0 |
|
Glassman Wealth Services |
188 |
- |
2024-03-31 |
3 |
$1,000 |
0 |
|
FIRST MANHATTAN CO |
1416 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
71 Records found
|
1
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