| |
Institutional
Holders
Total
Institutions:
 |
413  3 |
|
|
Total
shares held :
|
31,604,598 |
|
|
% of shares
held :
|
90.87% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
|
Amount
of shares held :
|
1,042,523 |
|
|
% of shares
held change :
|
3% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$87.09 |
|
|
Last
Quarter's Ending
Price :
|
$92.45 |
|
|
Last
Quarter's Average
Price :
|
$88.64 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.79 (0.89%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Vickerman Investment Advisors Inc. |
3 |
*New |
2023-12-31 |
257,563 |
$23,812,000 |
257,563 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
10 |
*New |
2023-12-31 |
208,982 |
$19,320,000 |
208,982 |
|
| ACIMA PRIVATE WEALTH LLC |
5 |
*New |
2023-12-31 |
123,486 |
$11,416,000 |
123,486 |
|
| Simplicity WealthLLC |
77 |
*New |
2024-03-31 |
120,647 |
$11,083,000 |
120,647 |
|
| Vantage Financial Partners Ltd. Inc. |
15 |
*New |
2023-12-31 |
89,501 |
$8,274,000 |
89,501 |
|
| IFG Advisory LLC |
29 |
*New |
2023-12-31 |
87,762 |
$8,114,000 |
87,762 |
|
| MERRIMAN WEALTH MANAGEMENT, LLC |
41 |
*New |
2023-12-31 |
64,826 |
$5,997,000 |
64,826 |
|
| CFO4Life Group LLC |
|
*New |
2023-12-31 |
62,835 |
$5,809,000 |
62,835 |
|
| One Capital Management LLC |
116 |
*New |
2023-12-31 |
44,437 |
$4,108,000 |
44,437 |
|
| DAVIDSON D A & CO |
337 |
*New |
2023-12-31 |
41,039 |
$3,794,000 |
41,039 |
|
| CFO4Life L.P. |
27 |
*New |
2022-12-31 |
40,966 |
$3,707,000 |
40,966 |
|
| SAND HILL ADVISORS INC/CA |
88 |
*New |
2023-12-31 |
24,043 |
$2,223,000 |
24,043 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1397 |
*New |
2023-12-31 |
19,312 |
$1,785,000 |
19,312 |
|
| USAdvisors Wealth Management LLC |
41 |
*New |
2023-12-31 |
18,308 |
$1,692,000 |
18,308 |
|
| BRASADA CAPITAL MANAGEMENT LP |
77 |
*New |
2023-12-31 |
16,776 |
$1,551,000 |
16,776 |
|
| Fort Point Capital Partners LLC |
92 |
*New |
2023-12-31 |
11,609 |
$1,073,000 |
11,609 |
|
| Kovack Advisors Inc. |
150 |
*New |
2024-03-31 |
10,183 |
$935,000 |
10,183 |
|
| BENEDICT FINANCIAL ADVISORS INC |
97 |
*New |
2024-03-31 |
9,740 |
$895,000 |
9,740 |
|
| AQR CAPITAL MANAGEMENT LLC |
1777 |
*New |
2023-12-31 |
6,957 |
$643,000 |
6,957 |
|
| Crabel Capital Management LLC |
65 |
*New |
2023-12-31 |
6,790 |
$628,000 |
6,790 |
|
| PEDDOCK CAPITAL ADVISORS LLC |
92 |
*New |
2023-12-31 |
6,564 |
$607,000 |
6,564 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
334 |
*New |
2024-03-31 |
6,242 |
$567,000 |
6,242 |
|
| Streettalk Advisors LLC |
251 |
*New |
2023-12-31 |
5,696 |
$527,000 |
5,696 |
|
| HOLDERNESS INVESTMENTS CO |
171 |
*New |
2023-12-31 |
4,050 |
$374,000 |
4,050 |
|
| Beta Wealth Group Inc. |
80 |
*New |
2023-12-31 |
3,842 |
$355,000 |
3,842 |
|
| CRESTWOOD ADVISORS LLC |
309 |
*New |
2023-12-31 |
3,818 |
$353,000 |
3,818 |
|
| SEAWARD MANAGEMENT CORP |
|
*New |
2023-12-31 |
3,564 |
$329,000 |
3,564 |
|
| Moloney Securities Asset Management LLC |
330 |
*New |
2023-12-31 |
3,271 |
$302,000 |
3,271 |
|
| MARIPAU WEALTH MANAGEMENT LLC |
79 |
*New |
2023-12-31 |
3,110 |
$288,000 |
3,110 |
|
| Merit Financial Group LLC |
662 |
*New |
2023-12-31 |
2,792 |
$258,000 |
2,792 |
|
| Tobias Financial Advisors Inc. |
80 |
*New |
2023-12-31 |
2,700 |
$250,000 |
2,700 |
|
| Advisor OS LLC |
288 |
*New |
2023-12-31 |
2,630 |
$243,000 |
2,630 |
|
| Sentinus LLC |
180 |
*New |
2023-06-30 |
2,342 |
$215,000 |
2,342 |
|
| Kaydan Wealth Management Inc. |
105 |
*New |
2024-03-31 |
2,210 |
$203,000 |
2,210 |
|
| Hutchens & Kramer Investment Management Group LLC |
|
*New |
2023-12-31 |
2,176 |
$201,000 |
2,176 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
132 |
*New |
2023-12-31 |
536 |
$50,000 |
536 |
|
| EverSource Wealth Advisors LLC |
940 |
*New |
2023-12-31 |
481 |
$45,000 |
481 |
|
| HighMark Wealth Management LLC |
|
*New |
2023-12-31 |
409 |
$38,000 |
409 |
|
| JOHNSON FINANCIAL GROUP, INC. |
507 |
*New |
2023-12-31 |
300 |
$28,000 |
300 |
|
| YHB INVESTMENT ADVISORS, INC. |
606 |
*New |
2024-03-31 |
200 |
$18,000 |
200 |
|
| Ahrens Investment Partners LLC |
591 |
*New |
2023-03-31 |
125 |
$12,000 |
125 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
745 |
*New |
2023-12-31 |
96 |
$9,000 |
96 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
735 |
*New |
2022-12-31 |
99 |
$9,000 |
99 |
|
| TOWER RESEARCH CAPITAL LLC |
5010 |
*New |
2023-12-31 |
46 |
$4,000 |
46 |
|
| BLACKROCK INC. |
4995 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
45 Records found
|
1
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