| |
Institutional
Holders
Total
Institutions:
 |
109  0 |
|
|
Total
shares held :
|
4,144,264 |
|
|
% of shares
held :
|
93.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
67,880 |
|
|
% of shares
held change :
|
1.53% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.73 |
|
|
Last
Quarter's Ending
Price :
|
$87.18 |
|
|
Last
Quarter's Average
Price :
|
$79.32 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
9.04 (11.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FRANKLIN RESOURCES INC |
1266 |
- |
2023-12-31 |
28,700 |
$2,502,000 |
0 |
|
| Miracle Mile Advisors LLC |
175 |
- |
2024-03-31 |
24,126 |
$2,191,000 |
0 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
96 |
- |
2024-03-31 |
13,558 |
$1,231,000 |
0 |
|
| Heritage Investment Group Inc. |
|
- |
2024-03-31 |
9,572 |
$869,000 |
0 |
|
| Factorial Partners LLC |
68 |
- |
2023-12-31 |
7,000 |
$610,000 |
0 |
|
| Rodgers & Associates LTD |
67 |
- |
2023-12-31 |
5,106 |
$445,000 |
0 |
|
| Spire Wealth Management |
555 |
- |
2024-03-31 |
4,769 |
$433,000 |
0 |
|
| FirstPurpose Wealth LLC |
147 |
- |
2024-03-31 |
4,000 |
$349,000 |
0 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
220 |
- |
2023-12-31 |
3,988 |
$348,000 |
0 |
|
| Wealthquest Corp |
105 |
- |
2023-12-31 |
3,530 |
$308,000 |
0 |
|
| SHUFRO ROSE & CO LLC |
230 |
- |
2023-12-31 |
3,385 |
$264,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
579 |
- |
2023-12-31 |
2,980 |
$260,000 |
0 |
|
| IFG Advisors LLC |
116 |
- |
2024-03-31 |
2,770 |
$252,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
1090 |
- |
2024-03-31 |
2,678 |
$243,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1172 |
- |
2023-12-31 |
2,773 |
$242,000 |
0 |
|
| Asset Dedication LLC |
285 |
- |
2024-03-31 |
2,561 |
$233,000 |
0 |
|
| Halpern Financial Inc. |
55 |
- |
2024-03-31 |
1,748 |
$156,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1443 |
- |
2023-12-31 |
1,722 |
$150,000 |
0 |
|
| HANSON INVESTMENT MANAGEMENT |
211 |
- |
2024-03-31 |
1,504 |
$137,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1193 |
- |
2023-12-31 |
1,300 |
$113,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
1,026 |
$93,000 |
0 |
|
| Founders Capital Management |
115 |
- |
2024-03-31 |
770 |
$70,000 |
0 |
|
| Qube Research & Technologies Ltd |
2819 |
- |
2023-12-31 |
762 |
$66,000 |
0 |
|
| FIFTH THIRD BANCORP |
1480 |
- |
2024-03-31 |
392 |
$36,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2225 |
- |
2023-12-31 |
326 |
$28,000 |
0 |
|
| IFP Advisors Inc |
1816 |
- |
2023-12-31 |
260 |
$23,000 |
0 |
|
| Global Retirement Partners LLC |
1737 |
- |
2024-03-31 |
258 |
$23,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
224 |
$20,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
208 |
$19,000 |
0 |
|
| NBC SECURITIES INC. |
1519 |
- |
2024-03-31 |
178 |
$16,000 |
0 |
|
| Pinnacle Bank |
702 |
- |
2024-03-31 |
76 |
$7,000 |
0 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
24 |
$2,000 |
0 |
|
| CVA Family Office LLC |
932 |
- |
2024-03-31 |
22 |
$2,000 |
0 |
|
| SOA Wealth Advisors LLC. |
794 |
- |
2024-03-31 |
9 |
$1,000 |
0 |
|
|
34 Records found
|
1
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