| |
Institutional
Holders
Total
Institutions:
 |
464  16 |
|
|
Total
shares held :
|
26,512,592 |
|
|
% of shares
held :
|
14.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
98 |
|
|
Amount
of shares held :
|
1,945,131 |
|
|
% of shares
held change :
|
1.1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$81.45 |
|
|
Last
Quarter's Ending
Price :
|
$91.05 |
|
|
Last
Quarter's Average
Price :
|
$84.84 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.32 (16.88%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COLONY GROUP, LLC |
278 |
*New |
2023-12-31 |
36,879 |
$3,358,000 |
36,879 |
|
| Petix & Botte Co |
49 |
*New |
2024-03-31 |
20,050 |
$2,021,000 |
20,050 |
|
| Idaho Trust Bank |
23 |
*New |
2024-03-31 |
14,733 |
$1,485,000 |
14,733 |
|
| We Are One Seven LLC |
286 |
*New |
2023-12-31 |
12,781 |
$1,164,000 |
12,781 |
|
| Kathmere Capital Management LLC |
135 |
*New |
2024-03-31 |
6,867 |
$692,000 |
6,867 |
|
| KOCHIS FITZ/QUINTILE LLC |
172 |
*New |
2024-03-31 |
6,238 |
$629,000 |
6,238 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
315 |
*New |
2024-03-31 |
5,806 |
$585,000 |
5,806 |
|
| MONTECITO BANK & TRUST |
167 |
*New |
2024-03-31 |
5,443 |
$549,000 |
5,443 |
|
| Eagle Strategies LLC |
186 |
*New |
2024-03-31 |
3,922 |
$395,000 |
3,922 |
|
| Global Assets Advisory LLC |
393 |
*New |
2024-03-31 |
32,243 |
$320,000 |
32,243 |
|
| Golden State Equity Partners |
297 |
*New |
2023-12-31 |
3,075 |
$280,000 |
3,075 |
|
| Claro Advisors LLC |
350 |
*New |
2024-03-31 |
2,512 |
$253,000 |
2,512 |
|
| PRENTISS SMITH & CO INC |
65 |
*New |
2024-03-31 |
2,168 |
$219,000 |
2,168 |
|
| SMITH & HOWARD WEALTH MANAGEMENT, LLC |
76 |
*New |
2024-03-31 |
2,160 |
$218,000 |
2,160 |
|
| WEALTHSPAN PARTNERS LLC |
93 |
*New |
2024-03-31 |
2,130 |
$215,000 |
2,130 |
|
| Concurrent Investment Advisors LLC |
778 |
*New |
2024-03-31 |
2,136 |
$215,000 |
2,136 |
|
| CREDIT SUISSE/ |
2806 |
*New |
2024-03-31 |
2,095 |
$211,000 |
2,095 |
|
| Flagship Private Wealth LLC |
85 |
*New |
2024-03-31 |
2,084 |
$210,000 |
2,084 |
|
| ROOF EIDAM & MAYCOCK/ADV |
121 |
*New |
2024-03-31 |
2,050 |
$207,000 |
2,050 |
|
| UNIONVIEW LLC |
87 |
*New |
2024-03-31 |
2,056 |
$207,000 |
2,056 |
|
| RIDGECREST WEALTH PARTNERS LLC |
103 |
*New |
2024-03-31 |
2,040 |
$206,000 |
2,040 |
|
| Sovereign Financial Group Inc. |
273 |
*New |
2024-03-31 |
2,040 |
$206,000 |
2,040 |
|
| MISSION WEALTH MANAGEMENT LLC |
607 |
*New |
2024-03-31 |
2,039 |
$206,000 |
2,039 |
|
| SOMERSET GROUP LLC |
57 |
*New |
2024-03-31 |
2,046 |
$206,000 |
2,046 |
|
| Simplicity WealthLLC |
1068 |
*New |
2024-03-31 |
2,018 |
$203,000 |
2,018 |
|
| MARCO INVESTMENT MANAGEMENT LLC |
205 |
*New |
2024-03-31 |
2,000 |
$202,000 |
2,000 |
|
| Banco Santander S.A. |
403 |
*New |
2024-03-31 |
2,000 |
$202,000 |
2,000 |
|
| Snider Financial Group |
58 |
*New |
2024-03-31 |
1,995 |
$201,000 |
1,995 |
|
| Tilson Financial Group Inc. |
69 |
*New |
2024-03-31 |
1,998 |
$201,000 |
1,998 |
|
| Arjuna Capital |
90 |
*New |
2023-12-31 |
1,759 |
$160,000 |
1,759 |
|
| PALISADE ASSET MANAGEMENT, LLC |
234 |
*New |
2024-03-31 |
996 |
$100,000 |
996 |
|
| YHB INVESTMENT ADVISORS, INC. |
479 |
*New |
2024-03-31 |
406 |
$41,000 |
406 |
|
| HANSON INVESTMENT MANAGEMENT |
429 |
*New |
2024-03-31 |
55 |
$6,000 |
55 |
|
| SCBT FINANCIAL CORP |
565 |
*New |
2024-03-31 |
50 |
$5,000 |
50 |
|
| MATHER GROUP, INC. |
1386 |
*New |
2024-03-31 |
39 |
$4,000 |
39 |
|
| Burleson & Company LLC |
346 |
*New |
2022-12-31 |
17 |
$1,000 |
17 |
|
|
36 Records found
|
1
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