| |
Institutional
Holders
Total
Institutions:
 |
225  3 |
|
|
Total
shares held :
|
15,392,697 |
|
|
% of shares
held :
|
23.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
292,129 |
|
|
% of shares
held change :
|
0.45% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.99 |
|
|
Last
Quarter's Ending
Price :
|
$67.82 |
|
|
Last
Quarter's Average
Price :
|
$63.24 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
10.24 (16.19%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LEVEL FOUR ADVISORY SERVICES LLC |
87 |
- |
2023-12-31 |
72,395 |
$4,910,000 |
0 |
|
| JOHNSON INVESTMENT COUNSEL INC |
170 |
- |
2023-12-31 |
58,898 |
$3,994,000 |
0 |
|
| RETIREMENT PLANNING GROUP |
41 |
- |
2024-03-31 |
50,617 |
$3,821,000 |
0 |
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
44 |
- |
2023-12-31 |
35,950 |
$2,438,000 |
0 |
|
| Adviser Investments LLC |
232 |
- |
2023-12-31 |
27,855 |
$1,889,000 |
0 |
|
| Rodgers & Associates LTD |
44 |
- |
2023-12-31 |
23,459 |
$1,591,000 |
0 |
|
| Full Sail Capital LLC |
80 |
- |
2023-12-31 |
19,349 |
$1,312,000 |
0 |
|
| Capital Advisors Ltd. LLC |
79 |
- |
2024-03-31 |
17,355 |
$1,310,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
402 |
- |
2023-12-31 |
15,544 |
$1,054,000 |
0 |
|
| ESSEX FINANCIAL SERVICES INC |
225 |
- |
2024-03-31 |
11,750 |
$887,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
401 |
- |
2023-12-31 |
11,875 |
$805,000 |
0 |
|
| Goldstein Advisors LLC |
59 |
- |
2023-12-31 |
10,186 |
$691,000 |
0 |
|
| PINNACLE ASSOCIATES LTD |
545 |
- |
2024-03-31 |
8,900 |
$672,000 |
0 |
|
| Windsor Group LTD |
87 |
- |
2023-09-30 |
10,892 |
$650,000 |
0 |
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
|
- |
2023-12-31 |
9,301 |
$631,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
800 |
- |
2023-12-31 |
9,240 |
$627,000 |
0 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
72 |
- |
2023-12-31 |
9,085 |
$616,000 |
0 |
|
| NOMURA ASSET MANAGEMENT CO LTD |
832 |
- |
2023-12-31 |
8,174 |
$554,000 |
0 |
|
| HB Wealth Management LLC |
430 |
- |
2023-12-31 |
8,085 |
$548,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
88 |
- |
2023-12-31 |
7,985 |
$542,000 |
0 |
|
| COURAGE MILLER PARTNERS, LLC |
55 |
- |
2024-03-31 |
6,999 |
$528,000 |
0 |
|
| HHM Wealth Advisors LLC |
75 |
- |
2023-12-31 |
7,625 |
$517,000 |
0 |
|
| TNF LLC |
55 |
- |
2024-03-31 |
6,875 |
$499,000 |
0 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
462 |
- |
2023-12-31 |
6,700 |
$454,000 |
0 |
|
| Platt Investment Counsel LLC |
8 |
- |
2024-03-31 |
5,475 |
$413,000 |
0 |
|
| Bouchey Financial Group Ltd |
95 |
- |
2024-03-31 |
5,060 |
$382,000 |
0 |
|
| NOESIS CAPITAL MANGEMENT CORP |
73 |
- |
2023-12-31 |
5,174 |
$351,000 |
0 |
|
| Treynor Bancshares Inc. |
65 |
- |
2023-12-31 |
5,000 |
$339,000 |
0 |
|
| ANNEX ADVISORY SERVICES, LLC |
222 |
- |
2024-03-31 |
4,125 |
$311,000 |
0 |
|
| Paladin Advisory Group LLC |
64 |
- |
2023-12-31 |
4,590 |
$311,000 |
0 |
|
| Mutual Advisors LLC |
812 |
- |
2023-12-31 |
4,375 |
$297,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
88 |
- |
2023-09-30 |
4,860 |
$290,000 |
0 |
|
| Syntegra Private Wealth Group LLC |
104 |
- |
2023-12-31 |
4,251 |
$288,000 |
0 |
|
| ROOF EIDAM & MAYCOCK/ADV |
101 |
- |
2023-12-31 |
4,250 |
$288,000 |
0 |
|
| IFG Advisory LLC |
485 |
- |
2023-12-31 |
4,024 |
$273,000 |
0 |
|
| Family Investment Center Inc. |
65 |
- |
2024-03-31 |
3,602 |
$272,000 |
0 |
|
| Strategic Advocates LLC |
109 |
- |
2024-03-31 |
3,265 |
$246,000 |
0 |
|
| Evanson Asset Management LLC |
272 |
- |
2024-03-31 |
3,100 |
$234,000 |
0 |
|
| EASTERN BANK |
|
- |
2023-12-31 |
3,354 |
$227,000 |
0 |
|
| Laurel Wealth Advisors LLC |
176 |
- |
2023-12-31 |
2,600 |
$176,000 |
0 |
|
| FIFTH THIRD BANCORP |
1030 |
- |
2024-03-31 |
1,975 |
$149,000 |
0 |
|
| Key Financial Inc |
253 |
- |
2023-12-31 |
2,020 |
$137,000 |
0 |
|
| Cedar Mountain Advisors LLC |
53 |
- |
2024-03-31 |
1,749 |
$132,000 |
0 |
|
| Crewe Advisors LLC |
89 |
- |
2023-12-31 |
1,875 |
$127,000 |
0 |
|
| TSFG LLC |
197 |
- |
2024-03-31 |
1,300 |
$98,000 |
0 |
|
| Salomon & Ludwin LLC |
238 |
- |
2023-12-31 |
1,466 |
$87,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
1,200 |
$82,000 |
0 |
|
| Norwood Financial Corp |
140 |
- |
2024-03-31 |
1,000 |
$75,000 |
0 |
|
| UMB BANK N A/MO |
764 |
- |
2024-03-31 |
977 |
$74,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
683 |
- |
2023-12-31 |
995 |
$67,000 |
0 |
|
| PROEQUITIES INC. |
1050 |
- |
2023-12-31 |
925 |
$63,000 |
0 |
|
| Washington Trust Advisors Inc. |
305 |
- |
2023-12-31 |
750 |
$51,000 |
0 |
|
| Element Wealth LLC |
174 |
- |
2023-12-31 |
538 |
$36,000 |
0 |
|
| SITTNER & NELSON LLC |
257 |
- |
2023-12-31 |
392 |
$27,000 |
0 |
|
| FinTrust Capital Advisors LLC |
629 |
- |
2023-12-31 |
355 |
$24,000 |
0 |
|
| JNBA FINANCIAL ADVISORS |
389 |
- |
2024-03-31 |
279 |
$21,000 |
0 |
|
| PSI Advisors LLC |
400 |
- |
2024-03-31 |
243 |
$18,000 |
0 |
|
| Archer Investment Corp |
613 |
- |
2023-12-31 |
160 |
$11,000 |
0 |
|
| WFA Asset Management Corp |
203 |
- |
2024-03-31 |
52 |
$4,000 |
0 |
|
| Addison Advisors LLC |
721 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
|
60 Records found
|
1
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