| |
Institutional
Holders
Total
Institutions:
 |
160  4 |
|
|
Total
shares held :
|
6,713,986 |
|
|
% of shares
held :
|
77.17% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-36 |
|
|
Amount
of shares held :
|
-199,853 |
|
|
% of shares
held change :
|
-2.3% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.72 |
|
|
Last
Quarter's Ending
Price :
|
$104.45 |
|
|
Last
Quarter's Average
Price :
|
$93.77 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 14.86 (15.85%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Bedel Financial Consulting Inc. |
39 |
- |
2023-12-31 |
16,900 |
$1,765,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
209 |
- |
2023-06-30 |
4,665 |
$449,000 |
0 |
|
| CONDOR CAPITAL MANAGEMENT |
163 |
- |
2023-12-31 |
4,061 |
$424,000 |
0 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
463 |
- |
2024-03-31 |
3,670 |
$416,000 |
0 |
|
| US BANCORP |
1620 |
- |
2023-12-31 |
3,862 |
$403,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
145 |
- |
2024-03-31 |
2,900 |
$329,000 |
0 |
|
| HM PAYSON & CO |
357 |
- |
2023-12-31 |
2,274 |
$238,000 |
0 |
|
| Tradition Wealth Management LLC |
396 |
- |
2023-12-31 |
1,250 |
$131,000 |
0 |
|
| Spire Wealth Management |
921 |
- |
2024-03-31 |
1,111 |
$126,000 |
0 |
|
| DB Wealth Management Group LLC |
113 |
- |
2023-12-31 |
1,059 |
$111,000 |
0 |
|
| CITY HOLDING CO |
279 |
- |
2024-03-31 |
825 |
$94,000 |
0 |
|
| CITIGROUP INC |
3356 |
- |
2023-12-31 |
764 |
$80,000 |
0 |
|
| Hexagon Capital Partners LLC |
427 |
- |
2024-03-31 |
447 |
$51,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
387 |
$40,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
405 |
- |
2024-03-31 |
330 |
$37,000 |
0 |
|
| Lindbrook Capital LLC |
994 |
- |
2024-03-31 |
275 |
$31,000 |
0 |
|
| Key Financial Inc |
509 |
- |
2024-03-31 |
289 |
$30,000 |
0 |
|
| Sunbelt Securities Inc. |
1042 |
- |
2024-03-31 |
202 |
$23,000 |
0 |
|
| PROEQUITIES INC. |
1530 |
- |
2023-12-31 |
149 |
$16,000 |
0 |
|
| BDO Wealth Advisors LLC |
618 |
- |
2023-06-30 |
166 |
$16,000 |
0 |
|
| Trifecta Capital Advisors LLC |
188 |
- |
2024-03-31 |
134 |
$15,000 |
0 |
|
| Larson Financial Group LLC |
970 |
- |
2023-12-31 |
102 |
$11,000 |
0 |
|
| Pinnacle Bank |
649 |
- |
2024-03-31 |
100 |
$11,000 |
0 |
|
| Kozak & Associates Inc. |
246 |
- |
2023-12-31 |
92 |
$9,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
951 |
- |
2023-12-31 |
61 |
$6,000 |
0 |
|
| Aspire Private Capital LLC |
480 |
- |
2024-03-31 |
42 |
$5,000 |
0 |
|
| Nemes Rush Group LLC |
487 |
- |
2023-12-31 |
50 |
$5,000 |
0 |
|
| FTB Advisors Inc. |
1871 |
- |
2024-03-31 |
31 |
$4,000 |
0 |
|
| Qube Research & Technologies Ltd |
3358 |
- |
2023-12-31 |
29 |
$3,000 |
0 |
|
| EverSource Wealth Advisors LLC |
2299 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1617 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
31 Records found
|
1
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Page 1 of 1 |
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