| |
Institutional
Holders
Total
Institutions:
 |
115  4 |
|
|
Total
shares held :
|
1,012,788 |
|
|
% of shares
held :
|
15.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-36 |
|
|
Amount
of shares held :
|
-118,497 |
|
|
% of shares
held change :
|
-1.84% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$87.55 |
|
|
Last
Quarter's Ending
Price :
|
$95.90 |
|
|
Last
Quarter's Average
Price :
|
$89.92 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.77 (8.64%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Congress Wealth Management LLC / DE / |
281 |
- |
2024-03-31 |
27,000 |
$2,748,000 |
0 |
|
| FIRST HAWAIIAN BANK |
375 |
- |
2024-03-31 |
10,439 |
$1,062,000 |
0 |
|
| AMARILLO NATIONAL BANK |
53 |
- |
2024-03-31 |
7,031 |
$716,000 |
0 |
|
| Kelman-Lazarov Inc. |
54 |
- |
2023-12-31 |
7,031 |
$674,000 |
0 |
|
| RWM Asset Management LLC |
89 |
- |
2024-03-31 |
6,120 |
$623,000 |
0 |
|
| NADLER FINANCIAL GROUP, INC. |
59 |
- |
2024-03-31 |
5,730 |
$583,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
291 |
- |
2023-12-31 |
5,585 |
$536,000 |
0 |
|
| Apella Capital LLC |
194 |
- |
2024-03-31 |
4,600 |
$464,000 |
0 |
|
| Resources Investment Advisors Inc. |
815 |
- |
2023-12-31 |
4,000 |
$384,000 |
0 |
|
| Graves-Light Private Wealth Management Inc. |
130 |
- |
2023-12-31 |
3,776 |
$362,000 |
0 |
|
| Perfromance Wealth Partners LLC |
113 |
- |
2024-03-31 |
3,400 |
$346,000 |
0 |
|
| Flaharty Asset Management LLC |
86 |
- |
2023-12-31 |
3,590 |
$344,000 |
0 |
|
| Tradition Wealth Management LLC |
256 |
- |
2023-12-31 |
3,517 |
$337,000 |
0 |
|
| Sequoia Financial Advisors LLC |
832 |
- |
2024-03-31 |
3,100 |
$316,000 |
0 |
|
| CREATIVE PLANNING |
2093 |
- |
2023-12-31 |
3,042 |
$292,000 |
0 |
|
| Bouchey Financial Group Ltd |
107 |
- |
2024-03-31 |
2,840 |
$289,000 |
0 |
|
| TRUST CO OF VERMONT |
|
- |
2024-03-31 |
2,720 |
$277,000 |
0 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
418 |
- |
2024-03-31 |
2,370 |
$241,000 |
0 |
|
| Key Financial Inc |
213 |
- |
2024-03-31 |
2,255 |
$216,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
83 |
- |
2024-03-31 |
1,365 |
$139,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1087 |
- |
2023-12-31 |
1,170 |
$112,000 |
0 |
|
| FIFTH THIRD BANCORP |
1146 |
- |
2024-03-31 |
900 |
$92,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2430 |
- |
2023-12-31 |
740 |
$71,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1160 |
- |
2024-03-31 |
664 |
$68,000 |
0 |
|
| FMR LLC |
3297 |
- |
2023-12-31 |
601 |
$58,000 |
0 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
494 |
$50,000 |
0 |
|
| ALBION FINANCIAL GROUP /UT |
239 |
- |
2024-03-31 |
380 |
$39,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
376 |
$38,000 |
0 |
|
| JNBA FINANCIAL ADVISORS |
345 |
- |
2024-03-31 |
295 |
$30,000 |
0 |
|
| Halpern Financial Inc. |
115 |
- |
2024-03-31 |
300 |
$30,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2353 |
- |
2023-12-31 |
231 |
$22,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
319 |
- |
2024-03-31 |
200 |
$20,000 |
0 |
|
| Qube Research & Technologies Ltd |
3069 |
- |
2023-12-31 |
203 |
$19,000 |
0 |
|
| Capital Investment Advisory Services LLC |
759 |
- |
2024-03-31 |
180 |
$18,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3493 |
- |
2023-12-31 |
172 |
$16,000 |
0 |
|
| Founders Financial Alliance LLC |
410 |
- |
2023-12-31 |
152 |
$15,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
355 |
- |
2023-12-31 |
74 |
$7,000 |
0 |
|
| Emerald Investment Partners LLC |
438 |
- |
2024-03-31 |
58 |
$6,000 |
0 |
|
| CITIGROUP INC |
4296 |
- |
2023-12-31 |
63 |
$6,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
879 |
- |
2023-12-31 |
52 |
$5,000 |
0 |
|
| MTM Investment Management LLC |
272 |
- |
2024-03-31 |
50 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
42 Records found
|
1
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