| |
Institutional
Holders
Total
Institutions:
 |
245  5 |
|
|
Total
shares held :
|
6,794,574 |
|
|
% of shares
held :
|
49.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-72 |
|
|
Amount
of shares held :
|
-715,050 |
|
|
% of shares
held change :
|
-5.2% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$96.59 |
|
|
Last
Quarter's Ending
Price :
|
$103.55 |
|
|
Last
Quarter's Average
Price :
|
$96.37 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.04 (7.31%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Security Financial Services INC. |
49 |
- |
2024-03-31 |
15,079 |
$1,653,000 |
0 |
|
| RETIREMENT PLANNING GROUP |
106 |
- |
2024-03-31 |
8,300 |
$910,000 |
0 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
513 |
- |
2023-12-31 |
7,351 |
$761,000 |
0 |
|
| J Arnold Wealth Management Co |
18 |
- |
2023-12-31 |
7,043 |
$729,000 |
0 |
|
| Alliance Wealth Advisors LLC |
47 |
- |
2024-03-31 |
6,040 |
$662,000 |
0 |
|
| OLD NATIONAL BANCORP /IN/ |
342 |
- |
2024-03-31 |
5,737 |
$629,000 |
0 |
|
| OPPENHEIMER & CO INC |
908 |
- |
2023-12-31 |
5,828 |
$604,000 |
0 |
|
| Family Asset Management LLC |
61 |
- |
2023-12-31 |
5,600 |
$580,000 |
0 |
|
| Northeast Financial Consultants Inc |
199 |
- |
2023-12-31 |
4,050 |
$419,000 |
0 |
|
| PETRA FINANCIAL ADVISORS INC |
86 |
- |
2024-03-31 |
3,520 |
$386,000 |
0 |
|
| Trueblood Wealth Management LLC |
152 |
- |
2024-03-31 |
2,788 |
$306,000 |
0 |
|
| Walker Asset Management LLC |
106 |
- |
2024-03-31 |
2,537 |
$278,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
91 |
- |
2024-03-31 |
2,740 |
$278,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
353 |
- |
2024-03-31 |
2,137 |
$234,000 |
0 |
|
| Delos Wealth Advisors LLC |
39 |
- |
2023-12-31 |
1,648 |
$171,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2692 |
- |
2023-12-31 |
1,542 |
$161,000 |
0 |
|
| COUNTRY TRUST BANK |
127 |
- |
2024-03-31 |
1,364 |
$149,000 |
0 |
|
| HHM Wealth Advisors LLC |
178 |
- |
2023-12-31 |
1,316 |
$136,000 |
0 |
|
| ATWOOD & PALMER INC |
172 |
- |
2024-03-31 |
1,090 |
$119,000 |
0 |
|
| BDO Wealth Advisors LLC |
329 |
- |
2023-06-30 |
1,020 |
$110,000 |
0 |
|
| BESSEMER GROUP INC |
1222 |
- |
2023-12-31 |
935 |
$97,000 |
0 |
|
| City State Bank |
285 |
- |
2024-03-31 |
593 |
$65,000 |
0 |
|
| Addison Advisors LLC |
333 |
- |
2023-12-31 |
547 |
$57,000 |
0 |
|
| Founders Financial Alliance LLC |
338 |
- |
2023-12-31 |
499 |
$52,000 |
0 |
|
| Coastal Capital Group Inc. |
218 |
- |
2023-06-30 |
461 |
$50,000 |
0 |
|
| TCTC HOLDINGS, LLC |
302 |
- |
2023-12-31 |
450 |
$47,000 |
0 |
|
| Capital Investment Advisory Services LLC |
683 |
- |
2024-03-31 |
358 |
$39,000 |
0 |
|
| Creative Capital Management Investments LLC |
98 |
- |
2024-03-31 |
349 |
$38,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
849 |
- |
2024-03-31 |
341 |
$37,000 |
0 |
|
| MCF Advisors LLC |
424 |
- |
2024-03-31 |
326 |
$36,000 |
0 |
|
| Westside Investment Management Inc. |
402 |
- |
2024-03-31 |
318 |
$35,000 |
0 |
|
| BARTLETT & CO. LLC |
771 |
- |
2023-12-31 |
300 |
$31,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
772 |
- |
2023-12-31 |
300 |
$31,000 |
0 |
|
| Global Trust Asset Management LLC |
292 |
- |
2024-03-31 |
275 |
$30,000 |
0 |
|
| WASHINGTON TRUST CO |
513 |
- |
2024-03-31 |
278 |
$30,000 |
0 |
|
| Impact Partnership Wealth LLC |
380 |
- |
2023-12-31 |
278 |
$29,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
521 |
- |
2024-03-31 |
195 |
$21,000 |
0 |
|
| Asset Dedication LLC |
597 |
- |
2024-03-31 |
176 |
$19,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
485 |
- |
2024-03-31 |
177 |
$19,000 |
0 |
|
| Lowe fs LLC |
172 |
- |
2024-03-31 |
161 |
$18,000 |
0 |
|
| HighMark Wealth Management LLC |
|
- |
2023-12-31 |
150 |
$16,000 |
0 |
|
| Hexagon Capital Partners LLC |
751 |
- |
2024-03-31 |
133 |
$15,000 |
0 |
|
| Laurel Wealth Advisors LLC |
381 |
- |
2023-12-31 |
130 |
$13,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
125 |
$12,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2794 |
- |
2023-12-31 |
110 |
$11,000 |
0 |
|
| Parallel Advisors LLC |
2268 |
- |
2023-12-31 |
96 |
$10,000 |
0 |
|
| Tortoise Investment Management LLC |
614 |
- |
2023-12-31 |
57 |
$6,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
324 |
- |
2023-12-31 |
50 |
$5,000 |
0 |
|
| SIGNATUREFD, LLC |
2678 |
- |
2023-12-31 |
32 |
$3,000 |
0 |
|
| BLACKROCK INC. |
4887 |
- |
2023-12-31 |
32 |
$3,000 |
0 |
|
| Beacon Capital Management LLC |
772 |
- |
2023-12-31 |
17 |
$2,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
540 |
- |
2024-03-31 |
20 |
$2,000 |
0 |
|
| Larson Financial Group LLC |
1352 |
- |
2023-12-31 |
20 |
$2,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
417 |
- |
2023-12-31 |
12 |
$1,000 |
0 |
|
|
54 Records found
|
1
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