| |
Institutional
Holders
Total
Institutions:
 |
456  28 |
|
|
Total
shares held :
|
175,256,073 |
|
|
% of shares
held :
|
14.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
104 |
|
|
Amount
of shares held :
|
7,540,777 |
|
|
% of shares
held change :
|
0.64% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.67 |
|
|
Last
Quarter's Ending
Price :
|
$61.94 |
|
|
Last
Quarter's Average
Price :
|
$57.70 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.16 (14.14%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HARTLINE INVESTMENT CORP/ |
42 |
*New |
2024-03-31 |
41,724 |
$2,812,000 |
41,724 |
|
| Avestar Capital LLC |
56 |
*New |
2023-12-31 |
34,075 |
$2,111,000 |
34,075 |
|
| Berger Financial Group Inc |
117 |
*New |
2024-03-31 |
25,308 |
$1,705,000 |
25,308 |
|
| Alhambra Investment Partners LLC |
32 |
*New |
2024-03-31 |
22,881 |
$1,542,000 |
22,881 |
|
| SpiderRock Advisors LLC |
232 |
*New |
2024-03-31 |
23,240 |
$1,527,000 |
23,240 |
|
| COLONY GROUP, LLC |
398 |
*New |
2023-12-31 |
23,121 |
$1,432,000 |
23,121 |
|
| Main Street Financial Solutions LLC |
168 |
*New |
2024-03-31 |
15,946 |
$1,075,000 |
15,946 |
|
| JustInvest LLC |
748 |
*New |
2023-12-31 |
13,100 |
$811,000 |
13,100 |
|
| BOS Asset Management LLC |
53 |
*New |
2023-12-31 |
10,654 |
$660,000 |
10,654 |
|
| Berkshire Money Management Inc. |
35 |
*New |
2023-12-31 |
10,604 |
$657,000 |
10,604 |
|
| PARAGON CAPITAL MANAGEMENT LTD |
59 |
*New |
2024-03-31 |
8,858 |
$597,000 |
8,858 |
|
| Schwab Charitable Fund |
|
*New |
2023-12-31 |
8,026 |
$497,000 |
8,026 |
|
| MISSION WEALTH MANAGEMENT LLC |
|
*New |
2024-03-31 |
4,844 |
$326,000 |
4,844 |
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
154 |
*New |
2024-03-31 |
4,830 |
$325,000 |
4,830 |
|
| REGAL INVESTMENT ADVISORS, LLC |
426 |
*New |
2023-12-31 |
4,654 |
$288,000 |
4,654 |
|
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
426 |
*New |
2023-12-31 |
4,482 |
$277,000 |
4,482 |
|
| RSM US WEALTH MANAGEMENT LLC |
558 |
*New |
2024-03-31 |
4,037 |
$272,000 |
4,037 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
*New |
2024-03-31 |
3,956 |
$267,000 |
3,956 |
|
| OARSMAN CAPITAL, INC. |
189 |
*New |
2023-12-31 |
4,225 |
$262,000 |
4,225 |
|
| IFG Advisory LLC |
501 |
*New |
2023-12-31 |
4,081 |
$253,000 |
4,081 |
|
| Stone Point Wealth LLC |
|
*New |
2024-03-31 |
3,755 |
$253,000 |
3,755 |
|
| Worth Financial Advisory Group LLC |
|
*New |
2024-03-31 |
3,550 |
$239,000 |
3,550 |
|
| BKA Wealth Consulting Inc. |
52 |
*New |
2024-03-31 |
3,537 |
$238,000 |
3,537 |
|
| Capasso Planning Partners LLC |
100 |
*New |
2024-03-31 |
3,437 |
$232,000 |
3,437 |
|
| J.W. COLE ADVISORS INC. |
|
*New |
2024-03-31 |
3,428 |
$230,000 |
3,428 |
|
| Delta Financial Group Inc. |
204 |
*New |
2024-03-31 |
3,419 |
$230,000 |
3,419 |
|
| Alpha Cubed Investments LLC |
245 |
*New |
2024-03-31 |
3,379 |
$228,000 |
3,379 |
|
| YCMNET ADVISORS INC |
187 |
*New |
2023-12-31 |
3,487 |
$216,000 |
3,487 |
|
| Strategies Wealth Advisors LLC |
92 |
*New |
2024-03-31 |
3,161 |
$213,000 |
3,161 |
|
| Next Capital Management LLC |
115 |
*New |
2023-12-31 |
3,433 |
$213,000 |
3,433 |
|
| Aspire Capital Advisors LLC |
66 |
*New |
2023-12-31 |
3,329 |
$206,000 |
3,329 |
|
| Personal Capital Advisors Corp |
464 |
*New |
2022-12-31 |
3,806 |
$203,000 |
3,806 |
|
| BRIGHTON JONES LLC |
540 |
*New |
2023-12-31 |
3,276 |
$203,000 |
3,276 |
|
| SMITHFIELD TRUST CO |
316 |
*New |
2023-12-31 |
3,180 |
$197,000 |
3,180 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
69 |
*New |
2023-12-31 |
2,684 |
$166,000 |
2,684 |
|
| Ahrens Investment Partners LLC |
194 |
*New |
2023-03-31 |
2,283 |
$125,000 |
2,283 |
|
| UMB BANK N A/MO |
698 |
*New |
2024-03-31 |
1,466 |
$99,000 |
1,466 |
|
| Crewe Advisors LLC |
104 |
*New |
2023-12-31 |
1,420 |
$88,000 |
1,420 |
|
| Pacifica Partners Inc. |
183 |
*New |
2024-03-31 |
1,067 |
$71,000 |
1,067 |
|
| Scarborough Advisors LLC |
154 |
*New |
2023-12-31 |
948 |
$59,000 |
948 |
|
| PALISADE ASSET MANAGEMENT, LLC |
|
*New |
2024-03-31 |
446 |
$30,000 |
446 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
325 |
*New |
2024-03-31 |
227 |
$15,000 |
227 |
|
| BFSG LLC |
452 |
*New |
2024-03-31 |
219 |
$15,000 |
219 |
|
| BNP PARIBAS ARBITRAGE SA |
|
*New |
2024-03-31 |
193 |
$13,000 |
193 |
|
| New Millennium Group LLC |
204 |
*New |
2023-12-31 |
158 |
$10,000 |
158 |
|
| Heritage Wealth Advisors |
452 |
*New |
2023-12-31 |
125 |
$8,000 |
125 |
|
| Hamilton Point Investment Advisors LLC |
149 |
*New |
2023-12-31 |
116 |
$7,000 |
116 |
|
| YHB INVESTMENT ADVISORS, INC. |
822 |
*New |
2024-03-31 |
63 |
$4,000 |
63 |
|
| Colonial Trust Co / SC |
889 |
*New |
2023-12-31 |
34 |
$2,000 |
34 |
|
|
49 Records found
|
1
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