| |
Institutional
Holders
Total
Institutions:
 |
160  1 |
|
|
Total
shares held :
|
3,521,097 |
|
|
% of shares
held :
|
22.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-51 |
|
|
Amount
of shares held :
|
-544,110 |
|
|
% of shares
held change :
|
-3.41% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$83.19 |
|
|
Last
Quarter's Ending
Price :
|
$95.89 |
|
|
Last
Quarter's Average
Price :
|
$86.22 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 18.93 (21.96%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Spectrum Wealth Advisory Group LLC |
11 |
- |
2024-03-31 |
12,353 |
$1,307,000 |
0 |
|
| RDA Financial Network |
119 |
- |
2024-03-31 |
5,589 |
$591,000 |
0 |
|
| DFPG INVESTMENTS INC. |
357 |
- |
2023-12-31 |
6,482 |
$589,000 |
0 |
|
| CREATIVE PLANNING |
1871 |
- |
2023-12-31 |
4,119 |
$395,000 |
0 |
|
| InterOcean Capital Group LLC |
334 |
- |
2023-12-31 |
3,890 |
$373,000 |
0 |
|
| Legacy Trust |
128 |
- |
2024-03-31 |
3,329 |
$352,000 |
0 |
|
| MONEY CONCEPTS CAPITAL CORP |
346 |
- |
2024-03-31 |
2,595 |
$275,000 |
0 |
|
| ACCREDITED INVESTORS INC. |
164 |
- |
2023-12-31 |
2,649 |
$254,000 |
0 |
|
| COMMERCE BANK N A/MO |
1103 |
- |
2024-03-31 |
2,200 |
$233,000 |
0 |
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
437 |
- |
2023-12-31 |
2,050 |
$196,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1071 |
- |
2024-03-31 |
1,597 |
$169,000 |
0 |
|
| Tyler-Stone Wealth Management |
213 |
- |
2023-12-31 |
1,485 |
$142,000 |
0 |
|
| CITY HOLDING CO |
275 |
- |
2024-03-31 |
900 |
$95,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
494 |
- |
2024-03-31 |
650 |
$69,000 |
0 |
|
| Spire Wealth Management |
1112 |
- |
2024-03-31 |
638 |
$68,000 |
0 |
|
| Hexagon Capital Partners LLC |
374 |
- |
2024-03-31 |
614 |
$65,000 |
0 |
|
| Luken Investment Analytics LLC |
69 |
- |
2024-03-31 |
565 |
$60,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2068 |
- |
2023-12-31 |
601 |
$58,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1977 |
- |
2023-12-31 |
608 |
$58,000 |
0 |
|
| Northwest Financial Advisors |
268 |
- |
2024-03-31 |
476 |
$50,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1593 |
- |
2024-03-31 |
440 |
$47,000 |
0 |
|
| SANDY SPRING BANK |
611 |
- |
2024-03-31 |
400 |
$42,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
173 |
- |
2024-03-31 |
385 |
$41,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
243 |
- |
2023-12-31 |
274 |
$26,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
662 |
- |
2023-12-31 |
140 |
$13,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
502 |
- |
2024-03-31 |
117 |
$12,000 |
0 |
|
| Sunbelt Securities Inc. |
1204 |
- |
2024-03-31 |
104 |
$11,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
535 |
- |
2023-12-31 |
104 |
$10,000 |
0 |
|
| Castleview Partners LLC |
553 |
- |
2024-03-31 |
77 |
$8,000 |
0 |
|
| Capital Analysts Inc. |
912 |
- |
2023-12-31 |
70 |
$7,000 |
0 |
|
| Halpern Financial Inc. |
171 |
- |
2024-03-31 |
70 |
$7,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1542 |
- |
2024-03-31 |
50 |
$5,000 |
0 |
|
| COMERICA BANK |
3387 |
- |
2023-12-31 |
35 |
$3,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
546 |
- |
2024-03-31 |
8 |
$1,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
607 |
- |
2024-03-31 |
6 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
2634 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
36 Records found
|
1
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