| |
Institutional
Holders
Total
Institutions:
 |
200  2 |
|
|
Total
shares held :
|
6,609,575 |
|
|
% of shares
held :
|
31.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-25 |
|
|
Amount
of shares held :
|
-719,501 |
|
|
% of shares
held change :
|
-3.43% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$56.66 |
|
|
Last
Quarter's Ending
Price :
|
$63.85 |
|
|
Last
Quarter's Average
Price :
|
$58.52 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.96 (6.77%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Wealth Architects LLC |
44 |
- |
2023-12-31 |
37,208 |
$2,376,000 |
0 |
|
| One Capital Management LLC |
187 |
- |
2024-03-31 |
13,105 |
$855,000 |
0 |
|
| Williams & Novak LLC |
44 |
- |
2024-03-31 |
8,545 |
$546,000 |
0 |
|
| Lester Murray Antman dba SimplyRich |
111 |
- |
2024-03-31 |
7,995 |
$522,000 |
0 |
|
| AllSquare Wealth Management LLC |
50 |
- |
2024-03-31 |
7,870 |
$513,000 |
0 |
|
| Viewpoint Capital Management LLC |
69 |
- |
2024-03-31 |
6,471 |
$422,000 |
0 |
|
| Tillman Hartley LLC |
51 |
- |
2023-12-31 |
5,988 |
$382,000 |
0 |
|
| M&T BANK CORP |
1241 |
- |
2024-03-31 |
5,684 |
$371,000 |
0 |
|
| Joel Isaacson & Co. LLC |
249 |
- |
2024-03-31 |
5,556 |
$362,000 |
0 |
|
| IAG Wealth Partners LLC |
74 |
- |
2024-03-31 |
4,532 |
$296,000 |
0 |
|
| MATHER GROUP, INC. |
451 |
- |
2024-03-31 |
4,427 |
$283,000 |
0 |
|
| Berger Financial Group Inc |
293 |
- |
2024-03-31 |
4,160 |
$271,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1195 |
- |
2024-03-31 |
4,133 |
$270,000 |
0 |
|
| Total Wealth Planning LLC |
86 |
- |
2024-03-31 |
4,103 |
$268,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
222 |
- |
2024-03-31 |
3,870 |
$252,000 |
0 |
|
| TCI Wealth Advisors Inc. |
190 |
- |
2024-03-31 |
3,746 |
$244,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1337 |
- |
2024-03-31 |
3,630 |
$237,000 |
0 |
|
| FIFTH THIRD BANCORP |
936 |
- |
2024-03-31 |
3,589 |
$234,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1308 |
- |
2023-12-31 |
2,723 |
$172,000 |
0 |
|
| Global Retirement Partners LLC |
965 |
- |
2024-03-31 |
1,968 |
$128,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
325 |
- |
2024-03-31 |
1,000 |
$65,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
748 |
- |
2024-03-31 |
863 |
$56,000 |
0 |
|
| FinTrust Capital Advisors LLC |
545 |
- |
2024-03-31 |
675 |
$44,000 |
0 |
|
| Capital Advisors Ltd. LLC |
486 |
- |
2024-03-31 |
552 |
$36,000 |
0 |
|
| Key Financial Inc |
533 |
- |
2024-03-31 |
400 |
$26,000 |
0 |
|
| BESSEMER GROUP INC |
1436 |
- |
2023-12-31 |
395 |
$25,000 |
0 |
|
| US BANCORP |
3042 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
| Crewe Advisors LLC |
173 |
- |
2023-12-31 |
245 |
$16,000 |
0 |
|
| Asset Dedication LLC |
645 |
- |
2024-03-31 |
247 |
$14,000 |
0 |
|
| Northwest Capital Management Inc |
366 |
- |
2024-03-31 |
207 |
$13,000 |
0 |
|
| AlphaCore Capital LLC |
316 |
- |
2023-12-31 |
185 |
$12,000 |
0 |
|
| Pinnacle Bank |
648 |
- |
2024-03-31 |
170 |
$11,000 |
0 |
|
| BANGOR SAVINGS BANK |
423 |
- |
2024-03-31 |
130 |
$8,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
453 |
- |
2024-03-31 |
109 |
$7,000 |
0 |
|
| Northwest Financial Advisors |
573 |
- |
2024-03-31 |
94 |
$6,000 |
0 |
|
| EPG Wealth Management LLC |
401 |
- |
2023-12-31 |
59 |
$4,000 |
0 |
|
| AdvisorNet Financial Inc |
1456 |
- |
2024-03-31 |
58 |
$4,000 |
0 |
|
| PSI Advisors LLC |
690 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| Sachetta LLC |
1029 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5019 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Financial Gravity Wealth Inc. |
861 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1414 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
42 Records found
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1
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