| |
Institutional
Holders
Total
Institutions:
 |
138  2 |
|
|
Total
shares held :
|
4,715,920 |
|
|
% of shares
held :
|
57.51% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-608,089 |
|
|
% of shares
held change :
|
-7.42% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$82.36 |
|
|
Last
Quarter's Ending
Price :
|
$91.02 |
|
|
Last
Quarter's Average
Price :
|
$87.85 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 15.20 (17.3%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
2378 |
- |
2023-12-31 |
290,809 |
$26,469,000 |
89,638 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
296 |
- |
2023-12-31 |
190,958 |
$17,381,000 |
162,033 |
|
| SUMMIT WEALTH & RETIREMENT PLANNING INC. |
7 |
- |
2024-03-31 |
134,886 |
$12,882,000 |
1,789 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
586 |
- |
2024-03-31 |
110,129 |
$10,517,000 |
33,017 |
|
| Sound Stewardship LLC |
4 |
- |
2024-03-31 |
89,452 |
$8,543,000 |
2,822 |
|
| Peak Financial Management Inc. |
18 |
- |
2024-03-31 |
78,510 |
$7,498,000 |
1,607 |
|
| Towneley Capital Management Inc / DE |
16 |
- |
2024-03-31 |
59,399 |
$5,673,000 |
12 |
|
| PERSONAL CFO SOLUTIONS LLC |
22 |
- |
2023-12-31 |
50,241 |
$4,573,000 |
6,542 |
|
| Wealthfront Advisers LLC |
308 |
- |
2024-03-31 |
44,210 |
$4,222,000 |
5,082 |
|
| Gladstone Institutional Advisory LLC |
115 |
- |
2023-12-31 |
45,787 |
$4,168,000 |
14,306 |
|
| Strategic Wealth Designers |
48 |
- |
2023-12-31 |
36,346 |
$3,308,000 |
1,837 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1431 |
- |
2024-03-31 |
34,232 |
$3,269,000 |
168 |
|
| Global Assets Advisory LLC |
142 |
- |
2024-03-31 |
233,046 |
$2,419,000 |
233,046 |
|
| STIFEL FINANCIAL CORP |
1580 |
- |
2023-12-31 |
24,684 |
$2,247,000 |
2,949 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
351 |
- |
2024-03-31 |
23,161 |
$2,212,000 |
3,003 |
|
| IHT Wealth Management LLC |
210 |
- |
2023-12-31 |
23,684 |
$2,156,000 |
9,920 |
|
| ROYAL BANK OF CANADA |
2528 |
- |
2023-12-31 |
23,255 |
$2,116,000 |
2,522 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1607 |
- |
2024-03-31 |
21,806 |
$2,082,000 |
857 |
|
| AMERIPRISE FINANCIAL INC |
2778 |
- |
2023-12-31 |
22,788 |
$2,074,000 |
943 |
|
| Treynor Bancshares Inc. |
31 |
- |
2023-12-31 |
20,097 |
$1,829,000 |
1,183 |
|
| J.W. COLE ADVISORS INC. |
269 |
- |
2024-03-31 |
14,513 |
$1,398,000 |
4,546 |
|
| Walkner Condon Financial Advisors LLC |
80 |
- |
2024-03-31 |
14,061 |
$1,343,000 |
395 |
|
| Cetera Investment Advisers |
1268 |
- |
2023-12-31 |
8,222 |
$748,000 |
329 |
|
| Carolina Wealth Advisors LLC |
33 |
- |
2024-03-31 |
7,667 |
$732,000 |
558 |
|
| Steward Partners Investment Advisory LLC |
842 |
- |
2023-12-31 |
7,886 |
$718,000 |
5,195 |
|
| MML INVESTORS SERVICES LLC |
1600 |
- |
2023-12-31 |
7,123 |
$648,000 |
990 |
|
| FLOW TRADERS U.S. LLC |
428 |
- |
2023-12-31 |
7,040 |
$641,000 |
3,476 |
|
| BANK OF THE WEST |
161 |
- |
2022-12-31 |
6,631 |
$592,000 |
117 |
|
| Tactive Advisors LLC |
39 |
- |
2023-12-31 |
6,150 |
$560,000 |
905 |
|
| Centric Wealth Management |
90 |
- |
2024-03-31 |
5,342 |
$528,000 |
54 |
|
| Private Advisor Group LLC |
1689 |
- |
2024-03-31 |
3,917 |
$374,000 |
1,575 |
|
| CITADEL ADVISORS LLC |
4017 |
- |
2023-12-31 |
3,562 |
$324,000 |
3,562 |
|
| COMMERCE BANK N A/MO |
1042 |
- |
2024-03-31 |
2,990 |
$286,000 |
199 |
|
| Friedenthal Financial |
124 |
- |
2024-03-31 |
973 |
$93,000 |
34 |
|
| Householder Group Estate & Retirement Specialist L |
616 |
- |
2024-03-31 |
274 |
$26,000 |
247 |
|
| Farther Finance Advisors LLC |
1523 |
- |
2023-12-31 |
137 |
$12,000 |
136 |
|
| CAROLINAS WEALTH CONSULTING LLC |
537 |
- |
2023-12-31 |
107 |
$10,000 |
4 |
|
| TOWER RESEARCH CAPITAL LLC |
5480 |
- |
2023-12-31 |
9 |
$1,000 |
8 |
|
|
38 Records found
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1
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