|
Institutional
Holders
Total
Institutions:
|
346 17 |
|
Total
shares held :
|
64,786,168 |
|
% of shares
held :
|
28.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
77 |
|
Amount
of shares held :
|
2,410,833 |
|
% of shares
held change :
|
1.05% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.84 |
|
Last
Quarter's Ending
Price :
|
$47.74 |
|
Last
Quarter's Average
Price :
|
$45.79 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.45 (0.98%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PICTET ASSET MANAGEMENT SA |
726 |
*New |
2023-06-30 |
135,482 |
$6,391,000 |
135,482 |
|
RETIREMENT CAPITAL STRATEGIES |
22 |
*New |
2023-12-31 |
49,165 |
$2,347,000 |
49,165 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
405 |
*New |
2023-12-31 |
45,653 |
$2,179,000 |
45,653 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
521 |
*New |
2023-12-31 |
44,979 |
$2,147,000 |
44,979 |
|
COLONY GROUP, LLC |
354 |
*New |
2023-12-31 |
41,936 |
$2,002,000 |
41,936 |
|
Blueprint Investment Partners LLC |
51 |
*New |
2023-12-31 |
19,991 |
$954,000 |
19,991 |
|
PFG Investments LLC |
340 |
*New |
2024-03-31 |
20,261 |
$953,000 |
20,261 |
|
Goss Wealth Management LLC |
1061 |
*New |
2023-12-31 |
16,084 |
$758,000 |
16,084 |
|
We Are One Seven LLC |
420 |
*New |
2023-12-31 |
14,434 |
$689,000 |
14,434 |
|
Wealth Architects LLC |
95 |
*New |
2023-12-31 |
14,059 |
$671,000 |
14,059 |
|
Curtis Advisory Group LLC |
|
*New |
2024-03-31 |
8,672 |
$408,000 |
8,672 |
|
Spartan Planning & Wealth Management |
34 |
*New |
2023-12-31 |
7,785 |
$372,000 |
7,785 |
|
GYL Financial Synergies LLC |
285 |
*New |
2023-12-31 |
6,347 |
$303,000 |
6,347 |
|
MISSION WEALTH MANAGEMENT LLC |
|
*New |
2024-03-31 |
6,391 |
$301,000 |
6,391 |
|
Shira Ridge Wealth Management |
64 |
*New |
2024-03-31 |
5,804 |
$273,000 |
5,804 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
110 |
*New |
2024-03-31 |
4,860 |
$229,000 |
4,860 |
|
Lane & Associates LLC |
107 |
*New |
2024-03-31 |
4,750 |
$224,000 |
4,750 |
|
Sigma Planning Corp |
|
*New |
2024-03-31 |
4,736 |
$223,000 |
4,736 |
|
XML Financial LLC |
311 |
*New |
2023-12-31 |
4,502 |
$215,000 |
4,502 |
|
PATHSTONE FAMILY OFFICE, LLC |
1480 |
*New |
2023-09-30 |
4,673 |
$212,000 |
4,673 |
|
NATIONAL BANK OF CANADA /FI/ |
1277 |
*New |
2023-12-31 |
4,380 |
$208,000 |
4,380 |
|
JSF Financial LLC |
104 |
*New |
2023-12-31 |
4,245 |
$203,000 |
4,245 |
|
Scarborough Advisors LLC |
117 |
*New |
2023-12-31 |
2,036 |
$97,000 |
2,036 |
|
SHEETS SMITH & ASSOCIATES INC |
350 |
*New |
2023-09-30 |
2,000 |
$91,000 |
2,000 |
|
EverSource Wealth Advisors LLC |
1213 |
*New |
2023-12-31 |
435 |
$21,000 |
435 |
|
Coastal Investment Advisors Inc. |
682 |
*New |
2024-03-31 |
246 |
$12,000 |
246 |
|
DUNCKER STREETT & CO INC |
408 |
*New |
2024-03-31 |
220 |
$10,000 |
220 |
|
MATHER GROUP, INC. |
1384 |
*New |
2024-03-31 |
84 |
$4,000 |
84 |
|
FIFTH THIRD BANCORP |
2166 |
*New |
2024-03-31 |
57 |
$3,000 |
57 |
|
Burleson & Company LLC |
357 |
*New |
2022-12-31 |
23 |
$1,000 |
23 |
|
|
30 Records found
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1
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