|
Institutional
Holders
Total
Institutions:
|
241 8 |
|
Total
shares held :
|
42,093,143 |
|
% of shares
held :
|
87.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
1,534,936 |
|
% of shares
held change :
|
3.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.45 |
|
Last
Quarter's Ending
Price :
|
$80.52 |
|
Last
Quarter's Average
Price :
|
$76.49 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.12 (15.85%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Simplicity WealthLLC |
264 |
*New |
2024-03-31 |
34,763 |
$3,108,000 |
34,763 |
|
AE Wealth Management LLC |
839 |
*New |
2023-12-31 |
28,701 |
$2,393,000 |
28,701 |
|
WEDBUSH MORGAN SECURITIES INC |
397 |
*New |
2023-12-31 |
9,783 |
$788,000 |
9,783 |
|
Main Street Financial Solutions LLC |
242 |
*New |
2024-03-31 |
8,282 |
$740,000 |
8,282 |
|
New Millennium Group LLC |
49 |
*New |
2023-12-31 |
6,303 |
$507,000 |
6,303 |
|
Bradley & Co. Private Wealth Management LLC |
24 |
*New |
2023-12-31 |
5,205 |
$419,000 |
5,205 |
|
FISCHER INVESTMENT STRATEGIES LLC |
18 |
*New |
2023-12-31 |
4,325 |
$348,000 |
4,325 |
|
Fifth Third Securities Inc. |
213 |
*New |
2024-03-31 |
3,635 |
$325,000 |
3,635 |
|
EUDAIMONIA ADVISORS LLC |
144 |
*New |
2024-03-31 |
2,777 |
$248,000 |
2,777 |
|
PATHSTONE FAMILY OFFICE, LLC |
1424 |
*New |
2023-09-30 |
3,153 |
$231,000 |
3,153 |
|
Future Financial Wealth Managment LLC |
101 |
*New |
2024-03-31 |
2,452 |
$219,000 |
2,452 |
|
Affiance Financial LLC |
91 |
*New |
2024-03-31 |
2,441 |
$218,000 |
2,441 |
|
SILVERCREST ASSET MANAGEMENT GROUP LLC |
792 |
*New |
2023-12-31 |
2,570 |
$207,000 |
2,570 |
|
ADVISORY SERVICES NETWORK, LLC |
1501 |
*New |
2023-12-31 |
1,526 |
$123,000 |
1,526 |
|
SIGNATUREFD, LLC |
1095 |
*New |
2023-12-31 |
1,260 |
$101,000 |
1,260 |
|
Scarborough Advisors LLC |
136 |
*New |
2023-12-31 |
903 |
$73,000 |
903 |
|
TD CAPITAL MANAGEMENT LLC |
170 |
*New |
2023-12-31 |
684 |
$55,000 |
684 |
|
Richardson Capital Management LLC |
83 |
*New |
2024-03-31 |
338 |
$30,000 |
338 |
|
BESSEMER GROUP INC |
1724 |
*New |
2023-12-31 |
74 |
$6,000 |
74 |
|
NBC SECURITIES INC. |
1820 |
*New |
2024-03-31 |
63 |
$5,000 |
63 |
|
WESTEND ADVISORS LLC |
73 |
*New |
2023-12-31 |
65 |
$5,000 |
65 |
|
MayTech Global Investments LLC |
30 |
*New |
2023-12-31 |
54 |
$4,000 |
54 |
|
Dunhill Financial LLC |
316 |
*New |
2023-12-31 |
48 |
$4,000 |
48 |
|
HOWE & RUSLING INC |
367 |
*New |
2023-12-31 |
27 |
$2,000 |
27 |
|
|
24 Records found
|
1
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