| |
Institutional
Holders
Total
Institutions:
 |
171  14 |
|
|
Total
shares held :
|
3,923,987 |
|
|
% of shares
held :
|
4.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-58 |
|
|
Amount
of shares held :
|
-2,323,098 |
|
|
% of shares
held change :
|
-2.58% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$92.23 |
|
|
Last
Quarter's Ending
Price :
|
$104.71 |
|
|
Last
Quarter's Average
Price :
|
$94.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 26.95 (28.49%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WELLS FARGO & CO/MN |
928 |
- |
2024-03-31 |
254,928 |
$29,217,000 |
63,252 |
|
| Arlington Financial Advisors LLC |
5 |
- |
2024-03-31 |
212,170 |
$24,317,000 |
143,145 |
|
| Kestra Advisory Services LLC |
253 |
- |
2023-12-31 |
107,379 |
$11,244,000 |
2,449 |
|
| RAYMOND JAMES & ASSOCIATES |
1309 |
- |
2024-03-31 |
66,357 |
$7,605,000 |
17,931 |
|
| NATIONAL BANK OF CANADA /FI/ |
588 |
- |
2023-12-31 |
62,526 |
$6,456,000 |
58,698 |
|
| Concorde Asset Management LLC |
6 |
- |
2023-12-31 |
60,216 |
$6,305,000 |
6,834 |
|
| HIGHTOWER ADVISORS, LLC |
887 |
- |
2024-03-31 |
51,086 |
$5,855,000 |
2,176 |
|
| MANCHESTER FINANCIAL INC |
16 |
- |
2024-03-31 |
42,579 |
$4,880,000 |
1,098 |
|
| PFG Investments LLC |
75 |
- |
2024-03-31 |
40,786 |
$4,675,000 |
6,175 |
|
| CITIGROUP INC |
1295 |
- |
2024-03-31 |
37,970 |
$4,352,000 |
2,870 |
|
| WealthBridge Capital Management LLC |
40 |
- |
2024-03-31 |
15,374 |
$1,762,000 |
1,798 |
|
| Capital Analysts Inc. |
182 |
- |
2023-12-31 |
15,703 |
$1,644,000 |
1,993 |
|
| RATHBONE BROTHERS PLC |
278 |
- |
2023-12-31 |
14,449 |
$1,513,000 |
650 |
|
| Kingsview Wealth Management LLC |
403 |
- |
2024-03-31 |
12,916 |
$1,480,000 |
1,030 |
|
| Stegent Equity Advisors Inc. |
23 |
- |
2024-03-31 |
12,690 |
$1,454,000 |
113 |
|
| EUDAIMONIA ADVISORS LLC |
38 |
- |
2024-03-31 |
12,349 |
$1,415,000 |
4,251 |
|
| PRUDENTIAL FINANCIAL INC |
1654 |
- |
2023-12-31 |
13,085 |
$1,370,000 |
7,915 |
|
| American Institute for Advanced Investment Managem |
23 |
- |
2024-03-31 |
11,850 |
$1,358,000 |
565 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
669 |
- |
2024-03-31 |
11,429 |
$1,310,000 |
1,541 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
62 |
- |
2024-03-31 |
9,686 |
$1,110,000 |
9,686 |
|
| HARBOUR INVESTMENTS INC. |
345 |
- |
2023-12-31 |
10,339 |
$1,083,000 |
6,963 |
|
| AE Wealth Management LLC |
1124 |
- |
2023-12-31 |
10,492 |
$1,061,000 |
878 |
|
| Concentrum Wealth Management |
32 |
- |
2024-03-31 |
7,724 |
$885,000 |
639 |
|
| Eudaimonia Partners LLC |
122 |
- |
2024-03-31 |
6,927 |
$794,000 |
155 |
|
| Claraphi Advisory Network LLC |
106 |
- |
2022-12-31 |
7,618 |
$665,000 |
2,224 |
|
| Apeiron RIA LLC |
96 |
- |
2024-03-31 |
5,449 |
$625,000 |
86 |
|
| BOURGEON CAPITAL MANAGEMENT LLC |
76 |
- |
2024-03-31 |
5,296 |
$607,000 |
639 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
117 |
- |
2024-03-31 |
4,844 |
$555,000 |
22 |
|
| Collaborative Wealth Managment Inc. |
84 |
- |
2024-03-31 |
4,602 |
$527,000 |
5 |
|
| Steward Partners Investment Advisory LLC |
989 |
- |
2023-12-31 |
4,949 |
$518,000 |
1,671 |
|
| Outlook Wealth Advisors LLC |
138 |
- |
2024-03-31 |
4,338 |
$497,000 |
160 |
|
| Atomi Financial Group Inc. |
349 |
- |
2024-03-31 |
4,235 |
$485,000 |
186 |
|
| Sigma Planning Corp |
812 |
- |
2024-03-31 |
3,760 |
$431,000 |
3,760 |
|
| COMERICA BANK |
1956 |
- |
2023-12-31 |
3,852 |
$403,000 |
508 |
|
| Clarus Wealth Advisors |
85 |
- |
2024-03-31 |
3,557 |
$400,000 |
28 |
|
| Princeton Global Asset Management LLC |
125 |
- |
2024-03-31 |
3,155 |
$362,000 |
5 |
|
| Virtue Capital Management LLC |
241 |
- |
2023-12-31 |
3,290 |
$332,000 |
190 |
|
| SRS Capital Advisors Inc. |
237 |
- |
2023-12-31 |
2,772 |
$290,000 |
1,993 |
|
| PROSPERA FINANCIAL SERVICES |
894 |
- |
2023-12-31 |
2,526 |
$264,000 |
95 |
|
| Aprio Wealth Management LLC |
185 |
- |
2024-03-31 |
2,190 |
$251,000 |
241 |
|
| Western Wealth Management LLC |
585 |
- |
2024-03-31 |
1,998 |
$229,000 |
4 |
|
| ICA Group Wealth Management LLC |
333 |
- |
2023-12-31 |
1,147 |
$120,000 |
1,147 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2547 |
- |
2024-03-31 |
969 |
$111,000 |
59 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1849 |
- |
2023-12-31 |
777 |
$81,000 |
159 |
|
| Banque Cantonale Vaudoise |
753 |
- |
2024-03-31 |
520 |
$60,000 |
200 |
|
| Spire Wealth Management |
1280 |
- |
2024-03-31 |
369 |
$42,000 |
24 |
|
| US BANCORP |
2905 |
- |
2024-03-31 |
250 |
$29,000 |
100 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2835 |
- |
2023-12-31 |
95 |
$10,000 |
30 |
|
|
48 Records found
|
1
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