| |
Institutional
Holders
Total
Institutions:
 |
627  7 |
|
|
Total
shares held :
|
25,141,116 |
|
|
% of shares
held :
|
54.89% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
30,317 |
|
|
% of shares
held change :
|
0.07% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$108.50 |
|
|
Last
Quarter's Ending
Price :
|
$125.14 |
|
|
Last
Quarter's Average
Price :
|
$112.18 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
15.58 (13.89%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Heartwood Wealth Advisors LLC |
13 |
*New |
2024-03-31 |
161,684 |
$21,137,000 |
161,684 |
|
| COLONY GROUP, LLC |
156 |
*New |
2023-12-31 |
79,238 |
$9,916,000 |
79,238 |
|
| Polianta Ltd |
8 |
*New |
2024-03-31 |
54,200 |
$7,085,000 |
54,200 |
|
| PRUDENTIAL FINANCIAL INC |
816 |
*New |
2023-12-31 |
52,099 |
$6,520,000 |
52,099 |
|
| LAKE STREET FINANCIAL LLC |
58 |
*New |
2024-03-31 |
26,402 |
$3,451,000 |
26,402 |
|
| Orion Portfolio Solutions LLC |
614 |
*New |
2023-12-31 |
16,737 |
$2,048,000 |
16,737 |
|
| Sowell Financial Services LLC |
|
*New |
2023-12-31 |
10,349 |
$1,295,000 |
10,349 |
|
| We Are One Seven LLC |
403 |
*New |
2023-12-31 |
5,731 |
$717,000 |
5,731 |
|
| RSM US WEALTH MANAGEMENT LLC |
343 |
*New |
2023-12-31 |
5,137 |
$643,000 |
5,137 |
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
58 |
*New |
2023-12-31 |
5,083 |
$636,000 |
5,083 |
|
| PRESILIUM PRIVATE WEALTH LLC |
46 |
*New |
2023-12-31 |
4,944 |
$619,000 |
4,944 |
|
| BANCORPSOUTH BANK |
225 |
*New |
2023-12-31 |
3,841 |
$481,000 |
3,841 |
|
| TruWealth Advisors LLC |
105 |
*New |
2024-03-31 |
3,589 |
$469,000 |
3,589 |
|
| Essential Planning LLC. |
44 |
*New |
2023-12-31 |
2,813 |
$352,000 |
2,813 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
409 |
*New |
2023-12-31 |
2,325 |
$291,000 |
2,325 |
|
| WARNER FINANCIAL INC |
95 |
*New |
2024-03-31 |
2,225 |
$291,000 |
2,225 |
|
| Prospect Financial Services LLC |
61 |
*New |
2024-03-31 |
2,143 |
$280,000 |
2,143 |
|
| ESSEX FINANCIAL SERVICES INC |
454 |
*New |
2024-03-31 |
1,934 |
$253,000 |
1,934 |
|
| Foundations Investment Advisors LLC |
583 |
*New |
2023-12-31 |
2,013 |
$248,000 |
2,013 |
|
| SPRENG CAPITAL MANAGEMENT INC. |
76 |
*New |
2023-12-31 |
1,924 |
$241,000 |
1,924 |
|
| Betterment LLC |
300 |
*New |
2023-12-31 |
1,884 |
$236,000 |
1,884 |
|
| VALMARK ADVISERS INC |
459 |
*New |
2023-12-31 |
1,777 |
$222,000 |
1,777 |
|
| SageView Advisory Group LLC |
521 |
*New |
2023-12-31 |
1,743 |
$217,000 |
1,743 |
|
| Gallacher Capital Management LLC |
238 |
*New |
2023-12-31 |
1,683 |
$211,000 |
1,683 |
|
| Consolidated Planning Corp |
166 |
*New |
2023-12-31 |
1,648 |
$206,000 |
1,648 |
|
| Keeley-Teton Advisors LLC |
341 |
*New |
2023-12-31 |
1,650 |
$206,000 |
1,650 |
|
| Synergy Financial Management LLC |
119 |
*New |
2024-03-31 |
1,571 |
$205,000 |
1,571 |
|
| Confluence Wealth Services Inc. |
330 |
*New |
2024-03-31 |
1,562 |
$204,000 |
1,562 |
|
| Buckingham Strategic Partners |
395 |
*New |
2023-12-31 |
1,626 |
$203,000 |
1,626 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
450 |
*New |
2024-03-31 |
1,550 |
$203,000 |
1,550 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
564 |
*New |
2023-12-31 |
1,603 |
$200,000 |
1,603 |
|
| HERITAGE INVESTORS MANAGEMENT CORP |
235 |
*New |
2023-12-31 |
1,600 |
$200,000 |
1,600 |
|
| Pacifica Partners Inc. |
245 |
*New |
2024-03-31 |
266 |
$34,000 |
266 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
322 |
*New |
2024-03-31 |
155 |
$20,000 |
155 |
|
| Kozak & Associates Inc. |
195 |
*New |
2023-12-31 |
144 |
$17,000 |
144 |
|
| JOHNSON FINANCIAL GROUP, INC. |
594 |
*New |
2023-12-31 |
130 |
$16,000 |
130 |
|
| Laffer Tengler Investments |
212 |
*New |
2023-12-31 |
127 |
$16,000 |
127 |
|
| BFSG LLC |
475 |
*New |
2024-03-31 |
91 |
$12,000 |
91 |
|
| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
381 |
*New |
2024-03-31 |
75 |
$10,000 |
75 |
|
| FSA Wealth Management LLC |
334 |
*New |
2023-12-31 |
73 |
$9,000 |
73 |
|
| Dunhill Financial LLC |
329 |
*New |
2023-12-31 |
35 |
$4,000 |
35 |
|
| HWG Holdings LP |
115 |
*New |
2023-12-31 |
7 |
$1,000 |
7 |
|
| Aptus Capital Advisors LLC |
897 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
| Aspire Private Capital LLC |
666 |
*New |
2024-03-31 |
2 |
$0 |
2 |
|
|
44 Records found
|
1
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