| |
Institutional
Holders
Total
Institutions:
 |
177  7 |
|
|
Total
shares held :
|
8,161,978 |
|
|
% of shares
held :
|
20.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-63 |
|
|
Amount
of shares held :
|
-567,528 |
|
|
% of shares
held change :
|
-1.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$53.34 |
|
|
Last
Quarter's Ending
Price :
|
$56.40 |
|
|
Last
Quarter's Average
Price :
|
$53.88 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.89 (3.51%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RSM US WEALTH MANAGEMENT LLC |
403 |
- |
2024-03-31 |
10,173 |
$574,000 |
0 |
|
| ERn Financial LLC |
139 |
- |
2024-03-31 |
8,468 |
$478,000 |
0 |
|
| High Net Worth Advisory Group LLC |
142 |
- |
2024-03-31 |
6,450 |
$364,000 |
0 |
|
| Rocky Mountain Advisers LLC |
43 |
- |
2024-03-31 |
6,175 |
$348,000 |
0 |
|
| JJJ Advisors Inc. |
122 |
- |
2024-03-31 |
5,701 |
$322,000 |
0 |
|
| Wealthcare Advisory Partners LLC |
686 |
- |
2024-03-31 |
4,935 |
$278,000 |
0 |
|
| Trilogy Capital Inc. |
269 |
- |
2024-03-31 |
4,594 |
$259,000 |
0 |
|
| Legacy Trust |
139 |
- |
2024-03-31 |
4,414 |
$249,000 |
0 |
|
| First Personal Financial Services |
132 |
- |
2024-03-31 |
2,765 |
$156,000 |
0 |
|
| FIFTH THIRD BANCORP |
1035 |
- |
2024-03-31 |
2,622 |
$148,000 |
0 |
|
| Capital Investment Advisory Services LLC |
544 |
- |
2024-03-31 |
2,011 |
$113,000 |
0 |
|
| COMERICA BANK |
2515 |
- |
2024-03-31 |
1,889 |
$107,000 |
0 |
|
| PRIVATE TRUST CO NA |
897 |
- |
2024-03-31 |
1,640 |
$92,000 |
0 |
|
| US BANCORP |
2523 |
- |
2024-03-31 |
1,224 |
$69,000 |
0 |
|
| Creative Capital Management Investments LLC |
75 |
- |
2024-03-31 |
1,156 |
$65,000 |
0 |
|
| Capital Advisors Ltd. LLC |
516 |
- |
2024-03-31 |
525 |
$30,000 |
0 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
759 |
- |
2024-03-31 |
461 |
$26,000 |
0 |
|
| City State Bank |
388 |
- |
2024-03-31 |
427 |
$24,000 |
0 |
|
| AdvisorNet Financial Inc |
1034 |
- |
2024-03-31 |
395 |
$22,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
715 |
- |
2024-03-31 |
369 |
$21,000 |
0 |
|
| Milestone Investment Advisors LLC |
111 |
- |
2024-03-31 |
342 |
$19,000 |
0 |
|
| Castleview Partners LLC |
490 |
- |
2024-03-31 |
288 |
$16,000 |
0 |
|
| Biltmore Family Office LLC |
219 |
- |
2024-03-31 |
200 |
$11,000 |
0 |
|
| ICA Group Wealth Management LLC |
866 |
- |
2024-03-31 |
193 |
$11,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1137 |
- |
2024-03-31 |
178 |
$10,000 |
0 |
|
| CVA Family Office LLC |
776 |
- |
2024-03-31 |
141 |
$8,000 |
0 |
|
| TSFG LLC |
506 |
- |
2024-03-31 |
150 |
$8,000 |
0 |
|
| Coppell Advisory Solutions LLC |
1002 |
- |
2023-12-31 |
150 |
$8,000 |
0 |
|
| Sound Income Strategies LLC |
881 |
- |
2024-03-31 |
109 |
$6,000 |
0 |
|
| Farther Finance Advisors LLC |
1973 |
- |
2024-03-31 |
104 |
$6,000 |
0 |
|
| Spire Wealth Management |
1955 |
- |
2024-03-31 |
70 |
$4,000 |
0 |
|
| Retirement Group LLC |
605 |
- |
2024-03-31 |
45 |
$3,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1816 |
- |
2024-03-31 |
60 |
$3,000 |
0 |
|
| Sunbelt Securities Inc. |
1571 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5545 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| PROEQUITIES INC. |
8691 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IAG Wealth Partners LLC |
466 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| Provident Wealth Management LLC |
112 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
38 Records found
|
1
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