|
Institutional
Holders
Total
Institutions:
|
139 2 |
|
Total
shares held :
|
4,320,018 |
|
% of shares
held :
|
10.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
234,950 |
|
% of shares
held change :
|
0.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$58.89 |
|
Last
Quarter's Ending
Price :
|
$65.76 |
|
Last
Quarter's Average
Price :
|
$61.47 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.82 (14.35%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SILVIA MCCOLL WEALTH MANAGEMENT LLC |
19 |
- |
2024-03-31 |
19,315 |
$1,376,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3402 |
- |
2023-12-31 |
19,135 |
$1,258,000 |
0 |
|
LIBERTY CAPITAL MANAGEMENT INC |
86 |
- |
2024-03-31 |
12,260 |
$888,000 |
0 |
|
DANA INVESTMENT ADVISORS INC |
309 |
- |
2023-12-31 |
8,860 |
$583,000 |
0 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
90 |
- |
2023-06-30 |
8,384 |
$512,000 |
0 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
7,230 |
$475,000 |
0 |
|
US BANCORP |
1538 |
- |
2023-12-31 |
7,000 |
$460,000 |
0 |
|
Cape Investment Advisory Inc. |
93 |
- |
2023-12-31 |
5,255 |
$346,000 |
0 |
|
Chicago Partners Investment Group LLC |
524 |
- |
2023-12-31 |
4,823 |
$324,000 |
0 |
|
M&T BANK CORP |
1323 |
- |
2023-12-31 |
4,550 |
$299,000 |
0 |
|
Baird Financial Group Inc. |
1520 |
- |
2023-12-31 |
4,500 |
$296,000 |
0 |
|
RAYMOND JAMES TRUST CO |
1009 |
- |
2023-12-31 |
3,943 |
$259,000 |
0 |
|
Windsor Group LTD |
134 |
- |
2023-09-30 |
4,245 |
$250,000 |
0 |
|
Cornerstone Wealth Management LLC |
477 |
- |
2024-03-31 |
3,340 |
$242,000 |
0 |
|
Strategic Investment Advisors / MI |
221 |
- |
2023-12-31 |
3,598 |
$237,000 |
0 |
|
HOYLECOHEN LLC |
251 |
- |
2023-12-31 |
3,528 |
$232,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
327 |
- |
2024-03-31 |
3,088 |
$224,000 |
0 |
|
Tyler-Stone Wealth Management |
167 |
- |
2023-12-31 |
3,284 |
$216,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
306 |
- |
2024-03-31 |
2,080 |
$151,000 |
0 |
|
HHM Wealth Advisors LLC |
184 |
- |
2023-12-31 |
2,000 |
$132,000 |
0 |
|
Avalon Trust Co |
156 |
- |
2023-12-31 |
1,694 |
$111,000 |
0 |
|
Security National Bank |
149 |
- |
2024-03-31 |
1,300 |
$94,000 |
0 |
|
City State Bank |
254 |
- |
2024-03-31 |
1,268 |
$92,000 |
0 |
|
BerganKDV Wealth Management LLC |
332 |
- |
2023-06-30 |
1,222 |
$75,000 |
0 |
|
WFA of San Diego LLC |
147 |
- |
2023-09-30 |
1,080 |
$64,000 |
0 |
|
Salomon & Ludwin LLC |
305 |
- |
2023-12-31 |
876 |
$52,000 |
0 |
|
FinTrust Capital Advisors LLC |
497 |
- |
2023-12-31 |
700 |
$46,000 |
0 |
|
FIFTH THIRD BANCORP |
1465 |
- |
2023-12-31 |
625 |
$41,000 |
0 |
|
Capital Analysts Inc. |
725 |
- |
2023-12-31 |
482 |
$32,000 |
0 |
|
Cedar Mountain Advisors LLC |
121 |
- |
2024-03-31 |
346 |
$25,000 |
0 |
|
MORRIS FINANCIAL CONCEPTS INC. |
131 |
- |
2024-03-31 |
300 |
$22,000 |
0 |
|
Archer Investment Corp |
505 |
- |
2023-12-31 |
316 |
$21,000 |
0 |
|
Financial Perspectives Inc |
385 |
- |
2024-03-31 |
268 |
$19,000 |
0 |
|
CULLEN FROST BANKERS INC |
785 |
- |
2023-12-31 |
196 |
$13,000 |
0 |
|
BARTLETT & CO. LLC |
950 |
- |
2023-12-31 |
180 |
$12,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2622 |
- |
2023-12-31 |
185 |
$12,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
950 |
- |
2023-12-31 |
180 |
$12,000 |
0 |
|
Efficient Wealth Management LLC |
|
- |
2023-12-31 |
160 |
$11,000 |
0 |
|
ANCORA ADVISORS, LLC |
1244 |
- |
2023-12-31 |
136 |
$9,000 |
0 |
|
Laurel Wealth Advisors LLC |
487 |
- |
2023-12-31 |
48 |
$3,000 |
0 |
|
PrairieView Partners LLC |
|
- |
2023-12-31 |
36 |
$2,000 |
0 |
|
|
41 Records found
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1
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