| |
Institutional
Holders
Total
Institutions:
 |
181  1 |
|
|
Total
shares held :
|
9,756,445 |
|
|
% of shares
held :
|
47.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
-167,569 |
|
|
% of shares
held change :
|
-0.81% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.08 |
|
|
Last
Quarter's Ending
Price :
|
$53.55 |
|
|
Last
Quarter's Average
Price :
|
$48.72 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 10.78 (22.13%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RETIREMENT PLANNING GROUP |
101 |
- |
2024-03-31 |
16,081 |
$955,000 |
0 |
|
| G2 CAPITAL MANAGEMENT LLC / OH |
32 |
- |
2024-03-31 |
15,187 |
$902,000 |
0 |
|
| Green Harvest Asset Management LLC |
109 |
- |
2023-12-31 |
13,390 |
$717,000 |
0 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
720 |
- |
2023-12-31 |
10,147 |
$543,000 |
0 |
|
| BANK OF NEW YORK MELLON CORP |
3481 |
- |
2024-03-31 |
8,003 |
$475,000 |
0 |
|
| MCDONALD PARTNERS LLC |
173 |
- |
2024-03-31 |
7,800 |
$463,000 |
0 |
|
| D.B. Root & Company LLC |
136 |
- |
2024-03-31 |
5,983 |
$355,000 |
0 |
|
| HBW Advisory Services LLC |
214 |
- |
2024-03-31 |
6,525 |
$349,000 |
0 |
|
| CAPITAL INVESTMENT COUNSEL INC |
138 |
- |
2024-03-31 |
5,858 |
$348,000 |
0 |
|
| Williams & Novak LLC |
76 |
- |
2024-03-31 |
4,065 |
$218,000 |
0 |
|
| Ariel Capital Advisors LLC |
130 |
- |
2024-03-31 |
3,405 |
$202,000 |
0 |
|
| Rosenberg Matthew Hamilton |
209 |
- |
2024-03-31 |
2,928 |
$173,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
276 |
- |
2024-03-31 |
2,267 |
$134,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2372 |
- |
2023-12-31 |
2,306 |
$123,000 |
0 |
|
| West Branch Capital LLC |
123 |
- |
2024-03-31 |
1,730 |
$103,000 |
0 |
|
| Bogart Wealth LLC |
292 |
- |
2024-03-31 |
1,544 |
$92,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1780 |
- |
2023-12-31 |
1,476 |
$79,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1001 |
- |
2024-03-31 |
1,000 |
$59,000 |
0 |
|
| Belmont Capital LLC |
107 |
- |
2023-12-31 |
1,065 |
$57,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2987 |
- |
2024-03-31 |
847 |
$50,000 |
0 |
|
| Addison Advisors LLC |
373 |
- |
2024-03-31 |
743 |
$44,000 |
0 |
|
| FTB Advisors Inc. |
1093 |
- |
2024-03-31 |
618 |
$37,000 |
0 |
|
| United Community Bank |
285 |
- |
2024-03-31 |
582 |
$35,000 |
0 |
|
| IFP Advisors Inc |
1663 |
- |
2023-12-31 |
638 |
$34,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1639 |
- |
2024-03-31 |
524 |
$31,000 |
0 |
|
| FIRST MANHATTAN CO |
961 |
- |
2023-12-31 |
550 |
$29,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
887 |
- |
2024-03-31 |
460 |
$27,000 |
0 |
|
| Spire Wealth Management |
1449 |
- |
2024-03-31 |
400 |
$24,000 |
0 |
|
| HighMark Wealth Management LLC |
196 |
- |
2024-03-31 |
350 |
$21,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
598 |
- |
2022-12-31 |
420 |
$20,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
351 |
- |
2023-12-31 |
289 |
$15,000 |
0 |
|
| PROEQUITIES INC. |
1573 |
- |
2024-03-31 |
250 |
$15,000 |
0 |
|
| Tradition Wealth Management LLC |
971 |
- |
2023-12-31 |
200 |
$11,000 |
0 |
|
| CNB Bank |
386 |
- |
2024-03-31 |
175 |
$10,000 |
0 |
|
| Impact Partnership Wealth LLC |
513 |
- |
2023-12-31 |
168 |
$9,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
602 |
- |
2024-03-31 |
154 |
$8,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
659 |
- |
2024-03-31 |
120 |
$7,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2928 |
- |
2023-12-31 |
117 |
$6,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
2048 |
- |
2024-03-31 |
77 |
$5,000 |
0 |
|
| MILESTONE GROUP INC |
404 |
- |
2024-03-31 |
87 |
$5,000 |
0 |
|
| Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
75 |
$4,000 |
0 |
|
| Pacifica Partners Inc. |
424 |
- |
2024-03-31 |
75 |
$4,000 |
0 |
|
| Aspire Private Capital LLC |
525 |
- |
2024-03-31 |
51 |
$3,000 |
0 |
|
| Coastal Capital Group Inc. |
490 |
- |
2023-06-30 |
36 |
$2,000 |
0 |
|
| PFS Partners LLC |
411 |
- |
2024-03-31 |
39 |
$2,000 |
0 |
|
| Cape Investment Advisory Inc. |
1004 |
- |
2023-12-31 |
27 |
$1,000 |
0 |
|
| Sachetta LLC |
1119 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
| ANCORA ADVISORS, LLC |
1680 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Founders Capital Management |
384 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
| Lindbrook Capital LLC |
2785 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
50 Records found
|
1
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