| |
Institutional
Holders
Total
Institutions:
 |
33  8 |
|
|
Total
shares held :
|
294,087 |
|
|
% of shares
held :
|
45.24% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-77,612 |
|
|
% of shares
held change :
|
-11.94% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.98 |
|
|
Last
Quarter's Ending
Price :
|
$79.98 |
|
|
Last
Quarter's Average
Price :
|
$70.59 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.68 (5.21%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SFI Advisors LLC |
17 |
- |
2024-03-31 |
48,261 |
$3,584,000 |
7,173 |
|
| RAYMOND JAMES & ASSOCIATES |
1988 |
- |
2024-03-31 |
34,788 |
$2,583,000 |
57 |
|
| MORGAN STANLEY |
4300 |
- |
2024-03-31 |
34,478 |
$2,560,000 |
-4,234 |
|
| FINANCIAL NETWORK |
944 |
- |
2024-03-31 |
31,386 |
$2,331,000 |
28,543 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1950 |
- |
2024-03-31 |
20,082 |
$1,491,000 |
-714 |
|
| Steward Partners Investment Advisory LLC |
680 |
- |
2024-03-31 |
19,154 |
$1,422,000 |
-3,190 |
|
| BANK OF AMERICA CORP /DE/ |
3855 |
- |
2024-03-31 |
18,180 |
$1,350,000 |
691 |
|
| Farmers & Merchants Trust Co of Chambersburg PA |
67 |
- |
2024-03-31 |
15,279 |
$1,135,000 |
15,279 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2535 |
- |
2024-03-31 |
13,746 |
$1,021,000 |
3,473 |
|
| LIBERTY ONE INVESTMENT MANAGEMENT LLC |
86 |
- |
2024-03-31 |
13,315 |
$989,000 |
-198 |
|
| ROYAL BANK OF CANADA |
3333 |
- |
2024-03-31 |
8,128 |
$603,000 |
118 |
|
| UBS Group AG |
3944 |
- |
2024-03-31 |
8,000 |
$594,000 |
135 |
|
| CITADEL ADVISORS LLC |
3665 |
- |
2024-03-31 |
7,186 |
$534,000 |
-1,507 |
|
| Waldron LP |
231 |
- |
2024-03-31 |
7,174 |
$533,000 |
7,174 |
|
| J P MORGAN CHASE & CO |
3736 |
- |
2024-03-31 |
6,651 |
$494,000 |
-1,318 |
|
| Green Harvest Asset Management LLC |
144 |
- |
2024-03-31 |
5,932 |
$441,000 |
260 |
|
| Advisor Group Holdings Inc. |
3023 |
- |
2024-03-31 |
5,916 |
$439,000 |
1,397 |
|
| AJ WEALTH STRATEGIES LLC |
250 |
- |
2023-06-30 |
3,526 |
$274,000 |
0 |
|
| PACIFIC SUN FINANCIAL CORP |
169 |
- |
2024-03-31 |
3,076 |
$228,000 |
-10 |
|
| LPL FINANCIAL CORP |
4382 |
- |
2024-03-31 |
2,784 |
$207,000 |
-35,898 |
|
| Cape Investment Advisory Inc. |
186 |
- |
2023-12-31 |
1,654 |
$132,000 |
0 |
|
| Prestige Wealth Management Group LLC |
196 |
- |
2024-03-31 |
1,408 |
$105,000 |
291 |
|
| CITY HOLDING CO |
273 |
- |
2024-03-31 |
1,300 |
$97,000 |
-245 |
|
| Financial Freedom LLC |
156 |
- |
2024-03-31 |
765 |
$57,000 |
2 |
|
| Parallel Advisors LLC |
1633 |
- |
2024-03-31 |
500 |
$37,000 |
150 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1253 |
- |
2024-03-31 |
355 |
$26,000 |
0 |
|
| SIGNATUREFD, LLC |
1916 |
- |
2024-03-31 |
309 |
$23,000 |
0 |
|
| COMERICA BANK |
3081 |
- |
2024-03-31 |
185 |
$14,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1689 |
- |
2024-03-31 |
179 |
$13,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2642 |
*New |
2024-03-31 |
108 |
$8,000 |
108 |
|
| Newbridge Financial Services Group Inc. |
865 |
- |
2024-03-31 |
78 |
$6,000 |
0 |
|
| ARROW FINANCIAL CORP |
290 |
- |
2023-12-31 |
70 |
$6,000 |
0 |
|
| Coastal Investment Advisors Inc. |
742 |
- |
2024-03-31 |
68 |
$5,000 |
68 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1860 |
- |
2024-03-31 |
71 |
$5,000 |
0 |
|
| Spire Wealth Management |
1989 |
- |
2024-03-31 |
57 |
$4,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
843 |
- |
2022-12-31 |
31 |
$3,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
427 |
*New |
2024-03-31 |
28 |
$2,000 |
28 |
|
| Aptus Capital Advisors LLC |
1125 |
*New |
2024-03-31 |
28 |
$2,000 |
28 |
|
| Hexagon Capital Partners LLC |
1167 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
| NBC SECURITIES INC. |
2078 |
- |
2024-03-31 |
9 |
$1,000 |
9 |
|
| Global Retirement Partners LLC |
3149 |
*Closed |
2024-03-31 |
0 |
$0 |
-300 |
|
| PROEQUITIES INC. |
9384 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Long Island Wealth Management Inc. |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-814 |
|
|
43 Records found
|
1
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