| |
Institutional
Holders
Total
Institutions:
 |
73  1 |
|
|
Total
shares held :
|
3,326,015 |
|
|
% of shares
held :
|
45.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -28 |
|
|
Amount
of shares held :
|
104,313 |
|
|
% of shares
held change :
|
1.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$92.69 |
|
|
Last
Quarter's Ending
Price :
|
$102.72 |
|
|
Last
Quarter's Average
Price :
|
$96.30 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.22 (14.76%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PLANNING ALTERNATIVES LTD /ADV |
4 |
- |
2024-03-31 |
516,253 |
$57,822,000 |
-2,152 |
|
| ST GERMAIN D J CO INC |
5 |
- |
2024-03-31 |
504,846 |
$56,545,000 |
-24,524 |
|
| MODERA WEALTH MANAGEMENT, LLC |
45 |
- |
2024-03-31 |
337,958 |
$37,853,000 |
-8,400 |
|
| UBS Group AG |
925 |
- |
2024-03-31 |
310,355 |
$34,761,000 |
-20,020 |
|
| BANK OF AMERICA CORP /DE/ |
1709 |
- |
2024-03-31 |
236,458 |
$26,484,000 |
-229,202 |
|
| CAPTRUST FINANCIAL ADVISORS |
190 |
- |
2024-03-31 |
212,055 |
$23,751,000 |
-2,750 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
310 |
- |
2024-03-31 |
188,103 |
$21,068,000 |
-7,854 |
|
| J P MORGAN CHASE & CO |
2376 |
- |
2024-03-31 |
51,268 |
$5,742,000 |
-1,511 |
|
| MORGAN STANLEY |
3783 |
- |
2024-03-31 |
47,619 |
$5,334,000 |
-34,196 |
|
| First Capital Advisors Group LLC. |
6 |
- |
2023-06-30 |
47,388 |
$4,633,000 |
-443 |
|
| HHM Wealth Advisors LLC |
18 |
- |
2024-03-31 |
26,760 |
$2,997,000 |
-2,178 |
|
| MN Wealth Advisors LLC |
17 |
- |
2024-03-31 |
20,577 |
$2,305,000 |
-118 |
|
| Etesian Wealth Advisors Inc. |
22 |
- |
2024-03-31 |
19,621 |
$2,198,000 |
-1,188 |
|
| Empire Financial Management Company LLC |
58 |
- |
2024-03-31 |
15,605 |
$1,748,000 |
-2,212 |
|
| Fort Point Capital Partners LLC |
75 |
- |
2024-03-31 |
15,306 |
$1,714,000 |
-528 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1948 |
- |
2024-03-31 |
15,138 |
$1,696,000 |
-5,520 |
|
| LexAurum Advisors LLC |
71 |
- |
2024-03-31 |
10,353 |
$1,160,000 |
-70 |
|
| Independent Wealth Network Inc. |
10 |
- |
2024-03-31 |
10,080 |
$1,129,000 |
-15 |
|
| Clear Point Advisors Inc. |
26 |
- |
2024-03-31 |
10,017 |
$1,122,000 |
-1,184 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
101 |
- |
2024-03-31 |
6,655 |
$745,000 |
-50 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
33 |
- |
2024-03-31 |
5,484 |
$614,000 |
-3,828 |
|
| Avant Capital LLC |
31 |
- |
2023-09-30 |
6,409 |
$602,000 |
-632 |
|
| One Capital Management LLC |
213 |
- |
2024-03-31 |
4,838 |
$542,000 |
-178 |
|
| Change Path LLC |
552 |
- |
2024-03-31 |
4,782 |
$536,000 |
-1,398 |
|
| FOSTER & MOTLEY INC |
264 |
- |
2024-03-31 |
4,367 |
$489,000 |
-54 |
|
| BEACON INVESTMENT ADVISORY SERVICES INC. |
182 |
- |
2024-03-31 |
4,077 |
$457,000 |
-775 |
|
| Patten Group Inc. |
195 |
- |
2024-03-31 |
3,344 |
$375,000 |
-11,509 |
|
| PRINCIPAL SECURITIES INC. |
815 |
- |
2024-03-31 |
3,023 |
$339,000 |
-1,136 |
|
| BB&T CORP |
2247 |
- |
2024-03-31 |
2,752 |
$308,000 |
-57 |
|
| GOLDMAN SACHS GROUP INC/ |
4149 |
- |
2024-03-31 |
2,434 |
$273,000 |
-27,159 |
|
| CITADEL ADVISORS LLC |
4441 |
- |
2024-03-31 |
2,059 |
$231,000 |
-1,869 |
|
| ANCORA ADVISORS, LLC |
626 |
- |
2024-03-31 |
2,058 |
$231,000 |
-247 |
|
| STIFEL FINANCIAL CORP |
3063 |
- |
2024-03-31 |
1,885 |
$211,000 |
-658 |
|
| Sanctuary Wealth Management L.L.C. |
89 |
- |
2024-03-31 |
452 |
$51,000 |
-5 |
|
| HARBOUR INVESTMENTS INC. |
1797 |
- |
2023-12-31 |
224 |
$23,000 |
-242 |
|
| PRIVATE TRUST CO NA |
1821 |
- |
2024-03-31 |
53 |
$6,000 |
-10 |
|
|
36 Records found
|
1
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