| |
Institutional
Holders
Total
Institutions:
 |
200  6 |
|
|
Total
shares held :
|
25,678,561 |
|
|
% of shares
held :
|
43.38% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
|
Amount
of shares held :
|
1,858,093 |
|
|
% of shares
held change :
|
 3.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.70 |
|
|
Last
Quarter's Ending
Price :
|
$49.88 |
|
|
Last
Quarter's Average
Price :
|
$49.81 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.16 (0.31%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
82 |
- |
2023-12-31 |
142,506 |
$5,344,000 |
0 |
|
| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
75 |
- |
2024-03-31 |
33,500 |
$1,671,000 |
0 |
|
| RTD Financial Advisors Inc. |
61 |
- |
2024-03-31 |
22,947 |
$1,145,000 |
0 |
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
79 |
- |
2023-12-31 |
16,000 |
$798,000 |
0 |
|
| CONDOR CAPITAL MANAGEMENT |
139 |
- |
2024-03-31 |
13,097 |
$653,000 |
0 |
|
| CATALYST PRIVATE WEALTH LLC |
45 |
- |
2024-03-31 |
12,000 |
$599,000 |
0 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
355 |
- |
2024-03-31 |
7,287 |
$364,000 |
0 |
|
| NewEdge Wealth LLC |
631 |
- |
2024-03-31 |
7,100 |
$354,000 |
0 |
|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA |
63 |
- |
2023-12-31 |
6,550 |
$327,000 |
0 |
|
| COMMERCE BANK N A/MO |
1020 |
- |
2024-03-31 |
6,200 |
$309,000 |
0 |
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
151 |
- |
2024-03-31 |
6,000 |
$299,000 |
0 |
|
| Insight Advisors LLC/ PA |
233 |
- |
2024-03-31 |
5,851 |
$292,000 |
0 |
|
| Parallel Advisors LLC |
715 |
- |
2024-03-31 |
5,841 |
$291,000 |
0 |
|
| DAVENPORT & CO LLC |
932 |
- |
2024-03-31 |
5,608 |
$280,000 |
0 |
|
| Amussen Hunsaker & Associates LLC |
75 |
- |
2023-12-31 |
5,471 |
$273,000 |
0 |
|
| Ridgewood Investments LLC |
154 |
- |
2024-03-31 |
5,361 |
$267,000 |
0 |
|
| Virtue Capital Management LLC |
288 |
- |
2023-12-31 |
5,017 |
$250,000 |
0 |
|
| Strait & Sound Wealth Management LLC |
111 |
- |
2024-03-31 |
5,017 |
$250,000 |
0 |
|
| Detalus Advisors LLC |
138 |
- |
2024-03-31 |
4,200 |
$210,000 |
0 |
|
| Main Management LLC |
70 |
- |
2023-12-31 |
3,652 |
$182,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1770 |
- |
2023-12-31 |
2,010 |
$100,000 |
0 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
286 |
- |
2024-03-31 |
1,939 |
$97,000 |
0 |
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
117 |
- |
2023-12-31 |
1,370 |
$68,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
271 |
- |
2024-03-31 |
602 |
$30,000 |
0 |
|
| Transcendent Capital Group LLC |
199 |
- |
2024-03-31 |
500 |
$25,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3140 |
- |
2023-12-31 |
403 |
$20,000 |
0 |
|
| FTB Advisors Inc. |
1548 |
- |
2024-03-31 |
212 |
$11,000 |
0 |
|
| Capital Analysts Inc. |
985 |
- |
2023-12-31 |
51 |
$3,000 |
0 |
|
| Key Financial Inc |
1049 |
- |
2024-03-31 |
66 |
$3,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
425 |
- |
2023-12-31 |
11 |
$1,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
616 |
- |
2023-12-31 |
9 |
$1,000 |
0 |
|
| SRS Capital Advisors Inc. |
1274 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Northwest Capital Management Inc |
557 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
|
33 Records found
|
1
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