| |
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 |
  Red Door Wealth Management LLC |
59 |
- |
2024-03-31 |
28,889 |
$1,914,000 |
0 |
|
| Resonant Capital Advisors LLC |
112 |
- |
2024-03-31 |
28,104 |
$1,862,000 |
0 |
|
| Sontag Advisory LLC |
239 |
- |
2024-03-31 |
23,580 |
$1,562,000 |
0 |
|
| FIRST NATIONAL CORP /MA/ /ADV |
58 |
- |
2024-03-31 |
24,772 |
$1,514,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
265 |
- |
2023-12-31 |
18,970 |
$1,159,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
244 |
- |
2024-03-31 |
17,057 |
$1,130,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
188 |
- |
2023-12-31 |
14,648 |
$895,000 |
0 |
|
| HB Wealth Management LLC |
382 |
- |
2024-03-31 |
12,621 |
$836,000 |
0 |
|
| CI Private Wealth LLC |
1467 |
- |
2024-03-31 |
11,103 |
$678,000 |
0 |
|
| SFMG, LLC |
120 |
- |
2024-03-31 |
9,405 |
$623,000 |
0 |
|
| MATHER GROUP, INC. |
309 |
- |
2024-03-31 |
9,418 |
$575,000 |
0 |
|
| Perigon Wealth Management LLC |
542 |
- |
2024-03-31 |
7,318 |
$485,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
168 |
- |
2024-03-31 |
7,231 |
$479,000 |
0 |
|
| Capital Investment Advisory Services LLC |
358 |
- |
2024-03-31 |
5,575 |
$369,000 |
0 |
|
| Werba Rubin Papier Wealth Management |
89 |
- |
2024-03-31 |
5,525 |
$366,000 |
0 |
|
| MADISON WEALTH MANAGEMENT |
126 |
- |
2023-09-30 |
6,042 |
$333,000 |
0 |
|
| Global Retirement Partners LLC |
631 |
- |
2024-03-31 |
4,910 |
$325,000 |
0 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
424 |
- |
2024-03-31 |
4,861 |
$322,000 |
0 |
|
| Stratos Wealth Partners LTD. |
1181 |
- |
2024-03-31 |
3,620 |
$240,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2105 |
- |
2024-03-31 |
3,300 |
$219,000 |
0 |
|
| Crewe Advisors LLC |
73 |
- |
2023-12-31 |
2,948 |
$180,000 |
0 |
|
| Koesten Hirschmann & Crabtree INC. |
30 |
- |
2023-12-31 |
2,510 |
$153,000 |
0 |
|
| S.A. Mason LLC |
179 |
- |
2024-03-31 |
2,182 |
$145,000 |
0 |
|
| Blume Capital Management Inc. |
157 |
- |
2024-03-31 |
1,000 |
$66,000 |
0 |
|
| Lee Financial CORP |
236 |
- |
2023-12-31 |
815 |
$50,000 |
0 |
|
| Goss Wealth Management LLC |
2294 |
- |
2023-12-31 |
641 |
$39,000 |
0 |
|
| FMR LLC |
3539 |
- |
2023-12-31 |
557 |
$34,000 |
0 |
|
| Parallel Advisors LLC |
1693 |
- |
2024-03-31 |
500 |
$33,000 |
0 |
|
| Pflug Koory LLC |
255 |
- |
2024-03-31 |
469 |
$31,000 |
0 |
|
| Core Wealth Advisors Inc. |
130 |
- |
2023-12-31 |
375 |
$23,000 |
0 |
|
| Kalos Management Inc. |
84 |
- |
2023-06-30 |
397 |
$23,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1494 |
- |
2024-03-31 |
336 |
$22,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1766 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
| SANDY SPRING BANK |
741 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
730 |
- |
2024-03-31 |
226 |
$15,000 |
0 |
|
| Versant Capital Management Inc |
757 |
- |
2024-03-31 |
155 |
$10,000 |
0 |
|
| Front Row Advisors LLC |
427 |
- |
2023-12-31 |
22 |
$1,000 |
0 |
|
| Lowe fs LLC |
308 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
| PROEQUITIES INC. |
10170 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
39 Records found
|
1
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