| |
Institutional
Holders
Total
Institutions:
 |
139  0 |
|
|
Total
shares held :
|
6,046,921 |
|
|
% of shares
held :
|
81.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -9 |
|
|
Amount
of shares held :
|
-270,071 |
|
|
% of shares
held change :
|
-3.65% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$79.71 |
|
|
Last
Quarter's Ending
Price :
|
$91.56 |
|
|
Last
Quarter's Average
Price :
|
$82.14 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
9.66 (11.76%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  JANNEY MONTGOMERY SCOTT LLC |
253 |
- |
2024-03-31 |
288,217 |
$26,873,000 |
64,326 |
|
| Hapanowicz & Associates Financial Services Inc |
3 |
- |
2023-12-31 |
232,564 |
$21,293,000 |
10,726 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
557 |
- |
2024-03-31 |
189,060 |
$17,628,000 |
8,100 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
366 |
- |
2024-03-31 |
136,843 |
$12,759,000 |
6,530 |
|
| Wealth Alliance Advisory Group LLC |
10 |
- |
2024-03-31 |
120,630 |
$11,248,000 |
6,048 |
|
| Main Line Retirement Advisors LLC |
6 |
- |
2024-03-31 |
107,087 |
$9,982,000 |
6,087 |
|
| Kestra Advisory Services LLC |
283 |
- |
2023-12-31 |
105,433 |
$9,653,000 |
3,184 |
|
| Baird Financial Group Inc. |
456 |
- |
2023-12-31 |
104,858 |
$9,601,000 |
18,384 |
|
| Cetera Investment Advisers |
241 |
- |
2023-12-31 |
104,558 |
$9,573,000 |
2,623 |
|
| FINANCIAL NETWORK |
468 |
- |
2023-12-31 |
69,978 |
$6,407,000 |
17,035 |
|
| Chicago Partners Investment Group LLC |
89 |
- |
2024-03-31 |
66,212 |
$5,933,000 |
1,583 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1095 |
- |
2024-03-31 |
59,581 |
$5,555,000 |
12,033 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2074 |
- |
2023-12-31 |
41,144 |
$3,767,000 |
3,517 |
|
| Sweet Financial Partners LLC |
18 |
- |
2024-03-31 |
39,050 |
$3,641,000 |
5,215 |
|
| HIGHTOWER ADVISORS, LLC |
1162 |
- |
2023-12-31 |
35,194 |
$3,219,000 |
189 |
|
| Mainsail Financial Group LLC |
18 |
- |
2024-03-31 |
32,428 |
$3,024,000 |
286 |
|
| SILVER OAK SECURITIES Inc |
63 |
- |
2023-12-31 |
28,658 |
$2,624,000 |
1,417 |
|
| Resources Investment Advisors Inc. |
294 |
- |
2023-12-31 |
23,884 |
$2,187,000 |
1,274 |
|
| J P MORGAN CHASE & CO |
2925 |
- |
2023-12-31 |
23,739 |
$2,174,000 |
19,842 |
|
| MULTIFINANCIAL SECURITIES CORP |
499 |
- |
2023-12-31 |
22,106 |
$2,024,000 |
266 |
|
| Equitable Holdings Inc. |
444 |
- |
2023-12-31 |
19,164 |
$1,755,000 |
624 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
816 |
- |
2023-12-31 |
18,436 |
$1,688,000 |
1,301 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1047 |
- |
2024-03-31 |
16,741 |
$1,561,000 |
2,327 |
|
| MML INVESTORS SERVICES LLC |
1138 |
- |
2023-12-31 |
16,668 |
$1,526,000 |
5,557 |
|
| BB&T CORP |
1408 |
- |
2023-12-31 |
15,530 |
$1,422,000 |
328 |
|
| G&S Capital LLC |
66 |
- |
2024-03-31 |
12,259 |
$1,143,000 |
40 |
|
| Virtue Capital Management LLC |
83 |
- |
2023-12-31 |
11,087 |
$978,000 |
29 |
|
| Rockefeller Capital Management L.P. |
1140 |
- |
2023-12-31 |
10,668 |
$977,000 |
10,668 |
|
| Cyndeo Wealth Partners LLC |
217 |
- |
2024-03-31 |
8,887 |
$829,000 |
175 |
|
| TWO SIGMA INVESTMENTS LLC |
2085 |
- |
2023-12-31 |
8,600 |
$787,000 |
200 |
|
| Private Advisor Group LLC |
|
- |
2024-03-31 |
8,309 |
$775,000 |
774 |
|
| CITY HOLDING CO |
174 |
- |
2024-03-31 |
8,005 |
$746,000 |
2,674 |
|
| Steward Partners Investment Advisory LLC |
1026 |
- |
2023-12-31 |
5,124 |
$469,000 |
500 |
|
| GOLDMAN SACHS GROUP INC/ |
3907 |
- |
2023-12-31 |
4,760 |
$436,000 |
336 |
|
| Independent Wealth Network Inc. |
27 |
- |
2024-03-31 |
4,631 |
$432,000 |
15 |
|
| American Institute for Advanced Investment Managem |
88 |
- |
2024-03-31 |
4,215 |
$393,000 |
355 |
|
| Envestnet Portfolio Solutions Inc. |
1222 |
- |
2023-12-31 |
3,769 |
$345,000 |
263 |
|
| IAMS WEALTH MANAGEMENT LLC |
96 |
- |
2024-03-31 |
3,464 |
$312,000 |
3,464 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
567 |
- |
2023-12-31 |
3,354 |
$307,000 |
5 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
3,287 |
$306,000 |
90 |
|
| Keystone Financial Group |
214 |
- |
2023-12-31 |
3,325 |
$304,000 |
745 |
|
| AE Wealth Management LLC |
1714 |
- |
2023-12-31 |
3,227 |
$288,000 |
438 |
|
| TKG Advisors LLC |
|
- |
2024-03-31 |
2,976 |
$277,000 |
47 |
|
| NBC SECURITIES INC. |
689 |
- |
2024-03-31 |
2,456 |
$229,000 |
2 |
|
| ADVISORY SERVICES NETWORK, LLC |
1238 |
- |
2023-12-31 |
2,323 |
$213,000 |
2,323 |
|
| Global Retirement Partners LLC |
1370 |
- |
2024-03-31 |
584 |
$54,000 |
123 |
|
| ICA Group Wealth Management LLC |
1086 |
- |
2023-12-31 |
41 |
$4,000 |
41 |
|
|
47 Records found
|
1
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