| |
Institutional
Holders
Total
Institutions:
 |
122  9 |
|
|
Total
shares held :
|
3,542,618 |
|
|
% of shares
held :
|
60.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
|
Amount
of shares held :
|
32,704 |
|
|
% of shares
held change :
|
0.56% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.71 |
|
|
Last
Quarter's Ending
Price :
|
$61.10 |
|
|
Last
Quarter's Average
Price :
|
$56.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.66 (15.26%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FINANCIAL CONSULATE INC |
3 |
- |
2024-03-31 |
546,597 |
$36,218,000 |
4,633 |
|
| Sound Stewardship LLC |
2 |
- |
2024-03-31 |
195,668 |
$12,965,000 |
1,169 |
|
| Opes Wealth Management LLC |
7 |
- |
2024-03-31 |
168,885 |
$11,190,000 |
2,914 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
451 |
- |
2024-03-31 |
154,948 |
$10,267,000 |
21,239 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
927 |
- |
2024-03-31 |
113,063 |
$7,492,000 |
78,566 |
|
| MORGAN STANLEY |
3987 |
- |
2023-12-31 |
66,302 |
$4,051,000 |
6,216 |
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
21 |
- |
2024-03-31 |
51,012 |
$3,380,000 |
70 |
|
| FLOW TRADERS U.S. LLC |
153 |
- |
2023-12-31 |
49,635 |
$3,033,000 |
6,176 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2237 |
- |
2023-12-31 |
46,713 |
$2,854,000 |
30,080 |
|
| Milestone Investment Advisors LLC |
35 |
- |
2023-12-31 |
33,528 |
$2,049,000 |
44 |
|
| Clarius Group LLC |
75 |
- |
2024-03-31 |
28,746 |
$1,905,000 |
1,033 |
|
| CAPTRUST FINANCIAL ADVISORS |
933 |
- |
2023-12-31 |
30,970 |
$1,892,000 |
300 |
|
| Mezzasalma Advisors LLC |
24 |
- |
2024-03-31 |
27,506 |
$1,823,000 |
21,839 |
|
| RAYMOND JAMES & ASSOCIATES |
2222 |
- |
2024-03-31 |
26,819 |
$1,777,000 |
447 |
|
| Yoder Wealth Management Inc. |
27 |
- |
2024-03-31 |
26,089 |
$1,729,000 |
50 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1965 |
- |
2024-03-31 |
21,938 |
$1,454,000 |
1,874 |
|
| Kaizen Financial Strategies |
22 |
- |
2024-03-31 |
21,437 |
$1,420,000 |
1,265 |
|
| Foster Group Inc. |
74 |
- |
2024-03-31 |
20,197 |
$1,338,000 |
1,834 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
453 |
- |
2024-03-31 |
18,744 |
$1,242,000 |
6,051 |
|
| Nicholas Hoffman & Company LLC. |
107 |
- |
2024-03-31 |
17,536 |
$1,162,000 |
4,814 |
|
| BANK OF AMERICA CORP /DE/ |
3940 |
- |
2023-12-31 |
18,001 |
$1,100,000 |
6,210 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2514 |
- |
2024-03-31 |
15,613 |
$1,035,000 |
9,836 |
|
| Red Tortoise LLC |
40 |
- |
2024-03-31 |
15,257 |
$1,011,000 |
54 |
|
| CAROLINAS WEALTH CONSULTING LLC |
62 |
- |
2023-12-31 |
16,099 |
$984,000 |
87 |
|
| Advisor Group Holdings Inc. |
2328 |
- |
2024-03-31 |
14,846 |
$984,000 |
2,643 |
|
| GSG Advisors LLC |
38 |
- |
2024-03-31 |
13,908 |
$911,000 |
98 |
|
| AdvisorNet Financial Inc |
228 |
- |
2024-03-31 |
12,938 |
$857,000 |
611 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
63 |
- |
2023-06-30 |
14,471 |
$821,000 |
341 |
|
| CREATIVE PLANNING |
1406 |
- |
2023-12-31 |
12,498 |
$764,000 |
204 |
|
| Redhawk Wealth Advisors Inc. |
134 |
- |
2023-12-31 |
11,550 |
$706,000 |
11,550 |
|
| COZAD ASSET MANAGEMENT INC |
219 |
- |
2024-03-31 |
10,595 |
$702,000 |
542 |
|
| ROYAL BANK OF CANADA |
3502 |
- |
2023-12-31 |
9,931 |
$606,000 |
4,668 |
|
| Lido Advisors LLC |
780 |
- |
2023-12-31 |
7,590 |
$464,000 |
33 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
96 |
- |
2024-03-31 |
6,226 |
$413,000 |
26 |
|
| PRUDENTIAL FINANCIAL INC |
2219 |
- |
2023-12-31 |
6,511 |
$398,000 |
642 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
554 |
- |
2024-03-31 |
5,783 |
$383,000 |
755 |
|
| Avant Capital LLC |
42 |
- |
2023-09-30 |
6,168 |
$340,000 |
861 |
|
| Baird Financial Group Inc. |
1510 |
- |
2023-12-31 |
4,983 |
$304,000 |
669 |
|
| TOTAL INVESTMENT MANAGEMENT INC |
49 |
- |
2024-03-31 |
4,581 |
$304,000 |
16 |
|
| TOWER RESEARCH CAPITAL LLC |
1882 |
- |
2023-12-31 |
4,273 |
$261,000 |
3,650 |
|
| FOSTER & MOTLEY INC |
365 |
- |
2024-03-31 |
3,635 |
$241,000 |
279 |
|
| HARBOUR INVESTMENTS INC. |
1002 |
- |
2023-12-31 |
2,282 |
$139,000 |
13 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
366 |
- |
2023-12-31 |
871 |
$53,000 |
4 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
651 |
- |
2024-03-31 |
634 |
$42,000 |
12 |
|
| ANCORA ADVISORS, LLC |
930 |
- |
2023-12-31 |
686 |
$42,000 |
2 |
|
| Geneos Wealth Management Inc. |
1910 |
- |
2024-03-31 |
28 |
$2,000 |
2 |
|
|
46 Records found
|
1
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