| |
Institutional
Holders
Total
Institutions:
 |
118  6 |
|
|
Total
shares held :
|
1,780,341 |
|
|
% of shares
held :
|
4.77% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -23 |
|
|
Amount
of shares held :
|
-298,981 |
|
|
% of shares
held change :
|
-0.8% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.64 |
|
|
Last
Quarter's Ending
Price :
|
$78.58 |
|
|
Last
Quarter's Average
Price :
|
$73.00 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.28 (19.55%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Phoenix Holdings Ltd. |
47 |
- |
2023-12-31 |
366,476 |
$32,437,000 |
0 |
|
| M&T BANK CORP |
649 |
- |
2023-12-31 |
24,300 |
$1,909,000 |
0 |
|
| SENTINEL TRUST CO LBA |
66 |
- |
2023-12-31 |
15,800 |
$1,242,000 |
0 |
|
| MMBG INVESTMENT ADVISORS CO. |
106 |
- |
2023-12-31 |
8,580 |
$674,000 |
0 |
|
| Family Firm Inc. |
118 |
- |
2024-03-31 |
5,517 |
$478,000 |
0 |
|
| JTC Employer Solutions Trusteee Ltd |
89 |
- |
2024-03-31 |
4,700 |
$406,000 |
0 |
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
217 |
- |
2024-03-31 |
4,264 |
$369,000 |
0 |
|
| Mandatum Life Insurance Co Ltd |
57 |
- |
2023-12-31 |
3,750 |
$295,000 |
0 |
|
| FIFTH THIRD BANCORP |
914 |
- |
2024-03-31 |
3,030 |
$263,000 |
0 |
|
| MPS Loria Financial Planners LLC |
73 |
- |
2024-03-31 |
2,785 |
$241,000 |
0 |
|
| Front Row Advisors LLC |
97 |
- |
2023-12-31 |
2,722 |
$214,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
960 |
- |
2023-12-31 |
1,355 |
$106,000 |
0 |
|
| Lindbrook Capital LLC |
519 |
- |
2024-03-31 |
1,213 |
$105,000 |
0 |
|
| Sunbelt Securities Inc. |
734 |
- |
2024-03-31 |
997 |
$86,000 |
0 |
|
| BLACKROCK INC. |
4529 |
- |
2023-12-31 |
990 |
$78,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1245 |
- |
2023-12-31 |
979 |
$77,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2007 |
- |
2023-12-31 |
679 |
$53,000 |
0 |
|
| NBT BANK N A /NY |
408 |
- |
2024-03-31 |
520 |
$45,000 |
0 |
|
| Sound Income Strategies LLC |
439 |
- |
2024-03-31 |
481 |
$42,000 |
0 |
|
| AdvisorNet Financial Inc |
911 |
- |
2024-03-31 |
406 |
$35,000 |
0 |
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
535 |
- |
2023-12-31 |
438 |
$34,000 |
0 |
|
| Founders Financial Alliance LLC |
372 |
- |
2023-12-31 |
389 |
$31,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2481 |
- |
2023-12-31 |
360 |
$28,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
949 |
- |
2024-03-31 |
242 |
$21,000 |
0 |
|
| Riggs Asset Managment Co. Inc. |
183 |
- |
2024-03-31 |
233 |
$20,000 |
0 |
|
| Nalls Sherbakoff Group LLC |
247 |
- |
2023-12-31 |
200 |
$16,000 |
0 |
|
| Efficient Wealth Management LLC |
258 |
- |
2024-03-31 |
151 |
$14,000 |
0 |
|
| NBC SECURITIES INC. |
1630 |
- |
2024-03-31 |
116 |
$11,000 |
0 |
|
| US BANCORP |
3230 |
- |
2023-12-31 |
142 |
$11,000 |
0 |
|
| Impact Partnership Wealth LLC |
505 |
- |
2023-12-31 |
132 |
$10,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
526 |
- |
2024-03-31 |
100 |
$9,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
513 |
- |
2023-12-31 |
97 |
$8,000 |
0 |
|
| Aptus Capital Advisors LLC |
828 |
- |
2023-12-31 |
62 |
$5,000 |
0 |
|
| Cornerstone Planning Group LLC |
547 |
- |
2023-12-31 |
53 |
$4,000 |
0 |
|
| Integrity Financial Corp /WA |
189 |
- |
2024-03-31 |
41 |
$4,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3925 |
- |
2023-12-31 |
45 |
$4,000 |
0 |
|
| Rise Advisors LLC |
1117 |
- |
2024-03-31 |
345 |
$3,000 |
0 |
|
| IFP Advisors Inc |
2574 |
- |
2023-12-31 |
33 |
$3,000 |
0 |
|
| Emerald Investment Partners LLC |
472 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
680 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
2777 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ORG Partners LLC |
982 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| AlphaCore Capital LLC |
379 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
43 Records found
|
1
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