|
Institutional
Holders
Total
Institutions:
|
206 7 |
|
Total
shares held :
|
4,550,959 |
|
% of shares
held :
|
16.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
Amount
of shares held :
|
434,216 |
|
% of shares
held change :
|
1.56% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.02 |
|
Last
Quarter's Ending
Price :
|
$75.90 |
|
Last
Quarter's Average
Price :
|
$62.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
15.81 (25.38%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AVIANCE CAPITAL PARTNERS, LLC |
99 |
- |
2024-03-31 |
20,000 |
$1,666,000 |
0 |
|
DHK Financial Advisors Inc. |
64 |
- |
2024-03-31 |
4,602 |
$383,000 |
0 |
|
EMC Capital Management |
51 |
- |
2023-12-31 |
5,035 |
$382,000 |
0 |
|
NWAM LLC |
404 |
- |
2024-03-31 |
4,441 |
$346,000 |
0 |
|
Atlantic Trust LLC |
101 |
- |
2024-03-31 |
3,998 |
$333,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
4063 |
- |
2023-12-31 |
3,897 |
$296,000 |
0 |
|
Moloney Securities Asset Management LLC |
346 |
- |
2024-03-31 |
3,475 |
$289,000 |
0 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
292 |
- |
2024-03-31 |
3,428 |
$286,000 |
0 |
|
Leo Wealth LLC |
302 |
- |
2024-03-31 |
2,706 |
$225,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
164 |
- |
2024-03-31 |
1,769 |
$147,000 |
0 |
|
Glassman Wealth Services |
91 |
- |
2024-03-31 |
1,239 |
$103,000 |
0 |
|
UMB BANK N A/MO |
749 |
- |
2024-03-31 |
959 |
$80,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1201 |
- |
2024-03-31 |
817 |
$68,000 |
0 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
243 |
- |
2024-03-31 |
765 |
$64,000 |
0 |
|
Northwest Capital Management Inc |
208 |
- |
2024-03-31 |
751 |
$63,000 |
0 |
|
SANDY SPRING BANK |
534 |
- |
2024-03-31 |
735 |
$61,000 |
0 |
|
OXFORD FINANCIAL GROUP LTD |
263 |
- |
2023-12-31 |
651 |
$49,000 |
0 |
|
Farther Finance Advisors LLC |
1044 |
- |
2023-12-31 |
644 |
$49,000 |
0 |
|
IAG Wealth Partners LLC |
171 |
- |
2024-03-31 |
552 |
$46,000 |
0 |
|
AdvisorNet Financial Inc |
838 |
- |
2024-03-31 |
525 |
$44,000 |
0 |
|
Naples Money Management LLC |
93 |
- |
2024-03-31 |
498 |
$41,000 |
0 |
|
AllSquare Wealth Management LLC |
238 |
- |
2024-03-31 |
468 |
$39,000 |
0 |
|
Newbridge Financial Services Group Inc. |
458 |
- |
2024-03-31 |
443 |
$37,000 |
0 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
68 |
- |
2023-03-31 |
685 |
$37,000 |
0 |
|
WASHINGTON TRUST CO |
491 |
- |
2024-03-31 |
403 |
$34,000 |
0 |
|
LAM GROUP INC. |
85 |
- |
2024-03-31 |
325 |
$27,000 |
0 |
|
Avondale Wealth Management |
101 |
- |
2024-03-31 |
286 |
$24,000 |
0 |
|
Bleichroeder LP |
65 |
- |
2023-12-31 |
300 |
$23,000 |
0 |
|
Harvest Fund Management Co. Ltd |
502 |
- |
2023-12-31 |
270 |
$21,000 |
0 |
|
Compagnie Lombard Odier SCA |
406 |
- |
2024-03-31 |
242 |
$20,000 |
0 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
281 |
- |
2023-12-31 |
220 |
$17,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
710 |
- |
2024-03-31 |
189 |
$16,000 |
0 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
289 |
- |
2024-03-31 |
186 |
$16,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3556 |
- |
2024-03-31 |
183 |
$15,000 |
0 |
|
Sunbelt Securities Inc. |
1152 |
- |
2024-03-31 |
171 |
$14,000 |
0 |
|
Ronald Blue Trust Inc. |
1374 |
- |
2024-03-31 |
154 |
$13,000 |
0 |
|
Sound Income Strategies LLC |
744 |
- |
2024-03-31 |
125 |
$10,000 |
0 |
|
Beacon Capital Management LLC |
532 |
- |
2023-12-31 |
180 |
$10,000 |
0 |
|
HM PAYSON & CO |
819 |
- |
2023-12-31 |
135 |
$10,000 |
0 |
|
HANSON INVESTMENT MANAGEMENT |
419 |
- |
2024-03-31 |
98 |
$8,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
639 |
- |
2024-03-31 |
96 |
$8,000 |
0 |
|
Spire Wealth Management |
1839 |
- |
2024-03-31 |
90 |
$7,000 |
0 |
|
HighMark Wealth Management LLC |
363 |
- |
2024-03-31 |
77 |
$6,000 |
0 |
|
Sachetta LLC |
505 |
- |
2024-03-31 |
85 |
$6,000 |
0 |
|
Asset Dedication LLC |
767 |
- |
2024-03-31 |
76 |
$6,000 |
0 |
|
ALBION FINANCIAL GROUP /UT |
350 |
- |
2024-03-31 |
56 |
$5,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2428 |
- |
2023-12-31 |
61 |
$5,000 |
0 |
|
West Branch Capital LLC |
355 |
- |
2024-03-31 |
51 |
$4,000 |
0 |
|
Larson Financial Group LLC |
1274 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
988 |
- |
2024-03-31 |
40 |
$3,000 |
0 |
|
SMITHFIELD TRUST CO |
974 |
- |
2024-03-31 |
41 |
$3,000 |
0 |
|
PrairieView Partners LLC |
325 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
Bay Harbor Wealth Management LLC |
152 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
GPS Wealth Strategies Group LLC |
1117 |
- |
2024-03-31 |
26 |
$2,000 |
0 |
|
SIGNATUREFD, LLC |
2815 |
- |
2024-03-31 |
19 |
$2,000 |
0 |
|
VitalStone Financial LLC |
395 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
309 |
- |
2024-03-31 |
20 |
$2,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1090 |
- |
2023-12-31 |
25 |
$2,000 |
0 |
|
Concord Wealth Partners |
766 |
- |
2024-03-31 |
21 |
$2,000 |
0 |
|
Scarborough Advisors LLC |
312 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
Biltmore Family Office LLC |
222 |
- |
2023-12-31 |
22 |
$2,000 |
0 |
|
BESSEMER GROUP INC |
2092 |
- |
2023-12-31 |
7 |
$1,000 |
0 |
|
JJJ Advisors Inc. |
984 |
- |
2024-03-31 |
8 |
$1,000 |
0 |
|
Nemes Rush Group LLC |
591 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
Front Row Advisors LLC |
442 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
|
Roble Belko & Company Inc |
304 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
City State Bank |
699 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
Tradewinds Capital Management LLC |
490 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
Cape Investment Advisory Inc. |
977 |
- |
2023-12-31 |
10 |
$1,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
2077 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
70 Records found
|
1
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