| |
Institutional
Holders
Total
Institutions:
 |
112  3 |
|
|
Total
shares held :
|
952,112 |
|
|
% of shares
held :
|
32.27% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -7 |
|
|
Amount
of shares held :
|
-19,916 |
|
|
% of shares
held change :
|
-0.68% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$154.41 |
|
|
Last
Quarter's Ending
Price :
|
$165.31 |
|
|
Last
Quarter's Average
Price :
|
$153.92 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.41 (2.22%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CONSOLIDATED INVESTMENT GROUP LLC |
33 |
- |
2024-03-31 |
29,700 |
$4,940,000 |
0 |
|
| BOSTON RESEARCH & MANAGEMENT INC |
60 |
- |
2023-12-31 |
12,721 |
$2,102,000 |
0 |
|
| Rockefeller Capital Management L.P. |
929 |
- |
2023-12-31 |
11,492 |
$1,900,000 |
0 |
|
| Glenview Trust Co |
214 |
- |
2023-12-31 |
9,300 |
$1,537,000 |
0 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
134 |
- |
2024-03-31 |
7,678 |
$1,277,000 |
0 |
|
| GAMBLE JONES MORPHY & BENT |
117 |
- |
2022-12-31 |
5,700 |
$911,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1353 |
- |
2024-03-31 |
4,000 |
$665,000 |
0 |
|
| Navis Wealth Advisors LLC |
29 |
- |
2024-03-31 |
3,947 |
$657,000 |
0 |
|
| ICAPITAL WEALTH LLC |
62 |
- |
2024-03-31 |
3,000 |
$499,000 |
0 |
|
| COMERICA SECURITIESINC. |
277 |
- |
2023-09-30 |
3,120 |
$486,000 |
0 |
|
| Pine Valley Investments Ltd Liability Co |
335 |
- |
2024-03-31 |
2,150 |
$358,000 |
0 |
|
| YALE CAPITAL CORP |
385 |
- |
2024-03-31 |
1,725 |
$287,000 |
0 |
|
| United Community Bank |
150 |
- |
2024-03-31 |
1,598 |
$266,000 |
0 |
|
| Robertson Stephens Wealth Management LLC |
404 |
- |
2023-12-31 |
1,475 |
$244,000 |
0 |
|
| Hummer Financial Advisory Services Inc |
95 |
- |
2024-03-31 |
1,410 |
$235,000 |
0 |
|
| COMMERCE BANK N A/MO |
1123 |
- |
2024-03-31 |
1,300 |
$216,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
362 |
- |
2024-03-31 |
1,300 |
$216,000 |
0 |
|
| WADE G W & INC |
383 |
- |
2023-12-31 |
1,295 |
$214,000 |
0 |
|
| Howard Wealth Management LLC |
101 |
- |
2024-03-31 |
1,218 |
$203,000 |
0 |
|
| UMB BANK N A/MO |
624 |
- |
2024-03-31 |
900 |
$150,000 |
0 |
|
| Tyler-Stone Wealth Management |
218 |
- |
2023-12-31 |
820 |
$136,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
435 |
- |
2023-06-30 |
475 |
$74,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1893 |
- |
2023-12-31 |
427 |
$71,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1550 |
- |
2024-03-31 |
425 |
$71,000 |
0 |
|
| CWM LLC |
2097 |
- |
2024-03-31 |
406 |
$67,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1429 |
- |
2024-03-31 |
397 |
$66,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
580 |
- |
2024-03-31 |
373 |
$62,000 |
0 |
|
| Banque Cantonale Vaudoise |
779 |
- |
2024-03-31 |
310 |
$52,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1544 |
- |
2023-12-31 |
250 |
$41,000 |
0 |
|
| Truvestments Capital LLC |
345 |
- |
2023-12-31 |
250 |
$41,000 |
0 |
|
| ARROW FINANCIAL CORP |
215 |
- |
2023-12-31 |
250 |
$41,000 |
0 |
|
| Anchor Investment Management LLC |
614 |
- |
2023-12-31 |
160 |
$26,000 |
0 |
|
| FIRST MANHATTAN CO |
979 |
- |
2023-12-31 |
150 |
$25,000 |
0 |
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
549 |
- |
2024-03-31 |
130 |
$22,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1751 |
- |
2024-03-31 |
120 |
$20,000 |
0 |
|
| Global Retirement Partners LLC |
1798 |
- |
2024-03-31 |
123 |
$20,000 |
0 |
|
| Founders Capital Management |
244 |
- |
2024-03-31 |
100 |
$17,000 |
0 |
|
| WHITTIER TRUST CO |
1175 |
- |
2024-03-31 |
100 |
$17,000 |
0 |
|
| Financial Perspectives Inc |
412 |
- |
2024-03-31 |
88 |
$15,000 |
0 |
|
| HighMark Wealth Management LLC |
237 |
- |
2024-03-31 |
80 |
$13,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
696 |
- |
2024-03-31 |
70 |
$12,000 |
0 |
|
| Westside Investment Management Inc. |
572 |
- |
2024-03-31 |
65 |
$11,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2961 |
- |
2023-12-31 |
30 |
$5,000 |
0 |
|
| Qube Research & Technologies Ltd |
3300 |
- |
2023-12-31 |
24 |
$4,000 |
0 |
|
| Pacifica Partners Inc. |
414 |
- |
2024-03-31 |
25 |
$4,000 |
0 |
|
| VAN ECK ASSOCIATES CORP |
1352 |
- |
2024-03-31 |
21 |
$3,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
510 |
- |
2023-12-31 |
7 |
$1,000 |
0 |
|
|
47 Records found
|
1
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