| |
Institutional
Holders
Total
Institutions:
 |
133  24 |
|
|
Total
shares held :
|
7,562,749 |
|
|
% of shares
held :
|
79.19% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
|
Amount
of shares held :
|
2,946,705 |
|
|
% of shares
held change :
|
30.86% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.23 |
|
|
Last
Quarter's Ending
Price :
|
$44.25 |
|
|
Last
Quarter's Average
Price :
|
$42.25 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.12 (0.28%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  J P MORGAN CHASE & CO |
1325 |
- |
2024-03-31 |
843,020 |
$36,579,000 |
40,821 |
|
| FORT PITT CAPITAL GROUP LLC |
35 |
- |
2024-03-31 |
791,646 |
$34,350,000 |
65,125 |
|
| FINANCIAL ENGINES ADVISORS L.L.C. |
55 |
- |
2023-12-31 |
618,576 |
$27,372,000 |
539,020 |
|
| Northland Capital Management LLC |
1 |
- |
2024-03-31 |
409,684 |
$17,776,000 |
1,159 |
|
| GOLDMAN SACHS GROUP INC/ |
2085 |
- |
2023-12-31 |
223,103 |
$9,872,000 |
8,383 |
|
| Resources Investment Advisors Inc. |
151 |
- |
2024-03-31 |
186,885 |
$8,109,000 |
17,420 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
979 |
- |
2024-03-31 |
152,611 |
$6,622,000 |
6,955 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
121 |
- |
2024-03-31 |
121,759 |
$5,283,000 |
18,460 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
61 |
- |
2024-03-31 |
86,515 |
$3,754,000 |
6,471 |
|
| Bigelow Investment Advisors LLC |
12 |
- |
2024-03-31 |
70,205 |
$3,046,000 |
4,715 |
|
| MYECFO LLC |
15 |
- |
2024-03-31 |
57,164 |
$2,480,000 |
7,529 |
|
| UBS Group AG |
2760 |
- |
2023-12-31 |
48,579 |
$2,150,000 |
7,407 |
|
| TSA Wealth Managment LLC |
23 |
- |
2024-03-31 |
49,411 |
$2,144,000 |
390 |
|
| KICKSTAND VENTURES LLC. |
39 |
- |
2023-12-31 |
43,583 |
$1,929,000 |
20,185 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2505 |
- |
2023-12-31 |
42,591 |
$1,885,000 |
28,331 |
|
| LPL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
41,267 |
$1,791,000 |
1,334 |
|
| Private Advisor Group LLC |
898 |
- |
2024-03-31 |
38,674 |
$1,678,000 |
12 |
|
| DMG Group LLC |
15 |
- |
2024-03-31 |
37,584 |
$1,631,000 |
1,981 |
|
| CARDIFF PARK ADVISORS LLC |
69 |
- |
2023-12-31 |
34,055 |
$1,507,000 |
1,512 |
|
| Horst & Graben Wealth Management LLC |
43 |
- |
2024-03-31 |
34,670 |
$1,504,000 |
2,715 |
|
| LifePlan Financial LLC |
20 |
- |
2024-03-31 |
33,090 |
$1,436,000 |
6,246 |
|
| Robertson Stephens Wealth Management LLC |
196 |
- |
2023-12-31 |
27,645 |
$1,223,000 |
11,799 |
|
| PORTLAND GLOBAL ADVISORS LLC |
70 |
- |
2024-03-31 |
24,196 |
$1,050,000 |
24,196 |
|
| AE Wealth Management LLC |
1147 |
- |
2023-12-31 |
22,897 |
$997,000 |
7,284 |
|
| Argent Advisors Inc. |
73 |
- |
2024-03-31 |
20,755 |
$901,000 |
2,601 |
|
| Mayflower Financial Advisors LLC |
153 |
- |
2024-03-31 |
18,876 |
$819,000 |
522 |
|
| Cypress Wealth Services LLC |
96 |
- |
2024-03-31 |
18,453 |
$801,000 |
256 |
|
| MARINER WEALTH ADVISORS, LLC |
1600 |
- |
2023-12-31 |
17,995 |
$796,000 |
12,431 |
|
| Planned Solutions Inc. |
34 |
- |
2024-03-31 |
16,941 |
$735,000 |
54 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2948 |
- |
2024-03-31 |
16,605 |
$720,000 |
6,083 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
294 |
- |
2024-03-31 |
15,134 |
$657,000 |
8 |
|
| WAGNER CAPITAL MANAGEMENT CORP |
192 |
- |
2024-03-31 |
13,950 |
$605,000 |
45 |
|
| CFS Investment Advisory Services LLC |
99 |
- |
2023-12-31 |
11,978 |
$530,000 |
2,418 |
|
| BEACON FINANCIAL GROUP |
222 |
- |
2024-03-31 |
10,854 |
$471,000 |
5,117 |
|
| Hoxton Planning & Management LLC |
91 |
- |
2024-03-31 |
9,800 |
$425,000 |
376 |
|
| SYNOVUS FINANCIAL CORP |
654 |
- |
2023-12-31 |
9,130 |
$404,000 |
2,698 |
|
| Perigon Wealth Management LLC |
614 |
- |
2024-03-31 |
8,562 |
$372,000 |
1,313 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
377 |
- |
2024-03-31 |
8,180 |
$355,000 |
800 |
|
| FIRETHORN WEALTH PARTNERS LLC |
93 |
- |
2024-03-31 |
8,127 |
$353,000 |
137 |
|
| Dentgroup LLC |
67 |
- |
2024-03-31 |
6,655 |
$289,000 |
315 |
|
| Patten Group Inc. |
224 |
- |
2024-03-31 |
6,543 |
$284,000 |
760 |
|
| Patriot Financial Group Insurance Agency LLC |
395 |
- |
2024-03-31 |
6,073 |
$264,000 |
786 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
461 |
- |
2024-03-31 |
5,501 |
$239,000 |
468 |
|
| Investors Research Corp |
320 |
- |
2024-03-31 |
4,788 |
$208,000 |
272 |
|
| One Wealth Advisors LLC |
240 |
- |
2024-03-31 |
4,645 |
$202,000 |
4,645 |
|
| Carmichael Hill & Associates Inc. |
238 |
- |
2024-03-31 |
1,951 |
$85,000 |
107 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
300 |
- |
2023-12-31 |
1,845 |
$82,000 |
1,180 |
|
| EverSource Wealth Advisors LLC |
790 |
- |
2023-12-31 |
1,485 |
$66,000 |
681 |
|
| Cape Investment Advisory Inc. |
476 |
- |
2023-12-31 |
608 |
$27,000 |
439 |
|
| FMR LLC |
4146 |
- |
2023-12-31 |
181 |
$8,000 |
181 |
|
|
50 Records found
|
1
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