| |
Institutional
Holders
Total
Institutions:
 |
442  23 |
|
|
Total
shares held :
|
5,007,065 |
|
|
% of shares
held :
|
49.33% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-90 |
|
|
Amount
of shares held :
|
-763,409 |
|
|
% of shares
held change :
|
-7.52% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$269.59 |
|
|
Last
Quarter's Ending
Price :
|
$286.24 |
|
|
Last
Quarter's Average
Price :
|
$272.17 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
213.56 (78.47%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Connectus Wealth LLC |
101 |
*New |
2023-12-31 |
37,308 |
$10,694,000 |
37,308 |
|
| CWA Asset Management Group LLC |
67 |
*New |
2023-12-31 |
18,678 |
$5,346,000 |
18,678 |
|
| BCJ Capital Management LLC |
109 |
*New |
2023-12-31 |
4,832 |
$1,383,000 |
4,832 |
|
| Benchmark Investment Advisors LLC |
111 |
*New |
2023-12-31 |
4,832 |
$1,383,000 |
4,832 |
|
| ALLSTATE INVESTMENT MANAGEMENT CO |
305 |
*New |
2022-12-31 |
4,309 |
$1,223,000 |
4,309 |
|
| Indie Asset Partners LLC |
|
*New |
2023-12-31 |
4,150 |
$1,188,000 |
4,150 |
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
24 |
*New |
2024-03-31 |
16,490 |
$1,021,000 |
16,490 |
|
| GeoWealth Management LLC |
237 |
*New |
2023-12-31 |
2,910 |
$833,000 |
2,910 |
|
| Redhawk Wealth Advisors Inc. |
133 |
*New |
2023-12-31 |
2,497 |
$715,000 |
2,497 |
|
| MONETA GROUP INVESTMENT ADVISORS INC |
323 |
*New |
2023-12-31 |
1,952 |
$559,000 |
1,952 |
|
| TWO SIGMA SECURITIES LLC |
436 |
*New |
2023-12-31 |
1,635 |
$468,000 |
1,635 |
|
| Summit Financial LLC |
268 |
*New |
2024-03-31 |
7,566 |
$468,000 |
7,566 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
401 |
*New |
2024-03-31 |
5,728 |
$355,000 |
5,728 |
|
| ESSEX FINANCIAL SERVICES INC |
413 |
*New |
2024-03-31 |
5,010 |
$310,000 |
5,010 |
|
| Family Firm Inc. |
160 |
*New |
2023-12-31 |
940 |
$269,000 |
940 |
|
| PFG Investments LLC |
802 |
*New |
2024-03-31 |
4,119 |
$255,000 |
4,119 |
|
| Capital CS Group LLC |
66 |
*New |
2024-03-31 |
3,965 |
$245,000 |
3,965 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
829 |
$237,000 |
829 |
|
| Pinnacle Wealth Management Advisory Group LLC |
310 |
*New |
2023-12-31 |
720 |
$206,000 |
720 |
|
| LWMG LLC |
88 |
*New |
2023-12-31 |
720 |
$206,000 |
720 |
|
| Secure Asset Management LLC |
|
*New |
2023-12-31 |
713 |
$204,000 |
713 |
|
| SMITH, SALLEY & ASSOCIATES |
|
*New |
2023-12-31 |
702 |
$201,000 |
702 |
|
| AMG NATIONAL TRUST BANK |
414 |
*New |
2023-12-31 |
701 |
$201,000 |
701 |
|
| Nemes Rush Group LLC |
201 |
*New |
2023-12-31 |
418 |
$120,000 |
418 |
|
| BigSur Wealth Management LLC |
109 |
*New |
2023-12-31 |
400 |
$114,000 |
400 |
|
| YHB INVESTMENT ADVISORS, INC. |
369 |
*New |
2024-03-31 |
1,480 |
$92,000 |
1,480 |
|
| SHEETS SMITH & ASSOCIATES INC |
362 |
*New |
2023-09-30 |
286 |
$77,000 |
286 |
|
| ANGELES WEALTH MANAGEMENT LLC |
219 |
*New |
2023-12-31 |
266 |
$76,000 |
266 |
|
| Strategic Investment Solutions Inc. /IL |
254 |
*New |
2023-12-31 |
157 |
$45,000 |
157 |
|
| REDMONT WEALTH ADVISORS LLC |
104 |
*New |
2024-03-31 |
645 |
$40,000 |
645 |
|
| LifeSteps Financial Inc. |
188 |
*New |
2024-03-31 |
500 |
$31,000 |
500 |
|
| Provident Wealth Management LLC |
97 |
*New |
2024-03-31 |
160 |
$10,000 |
160 |
|
| Register Financial Advisors LLC |
596 |
*New |
2024-03-31 |
100 |
$6,000 |
100 |
|
| JONES FINANCIAL COMPANIES LLLP |
742 |
*New |
2023-12-31 |
21 |
$6,000 |
21 |
|
| Ahrens Investment Partners LLC |
741 |
*New |
2023-03-31 |
21 |
$6,000 |
21 |
|
| GRADIENT INVESTMENTS LLC |
1307 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
36 Records found
|
1
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