| |
Institutional
Holders
Total
Institutions:
 |
274  18 |
|
|
Total
shares held :
|
16,453,029 |
|
|
% of shares
held :
|
43.3% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
58 |
|
|
Amount
of shares held :
|
2,192,845 |
|
|
% of shares
held change :
|
5.77% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$56.64 |
|
|
Last
Quarter's Ending
Price :
|
$64.45 |
|
|
Last
Quarter's Average
Price :
|
$58.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.67 (14.76%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Nelson Van Denburg & Campbell Wealth Management Gr |
31 |
*New |
2023-12-31 |
177,617 |
$11,447,000 |
177,617 |
|
| GeoWealth Management LLC |
43 |
*New |
2023-12-31 |
128,189 |
$8,262,000 |
128,189 |
|
| J P MORGAN CHASE & CO |
2708 |
*New |
2023-12-31 |
48,390 |
$3,119,000 |
48,390 |
|
| SFMG, LLC |
69 |
*New |
2023-12-31 |
28,933 |
$1,865,000 |
28,933 |
|
| Beaumont Capital Management LLC |
26 |
*New |
2023-12-31 |
27,327 |
$1,761,000 |
27,327 |
|
| Horizon Family Wealth Inc. |
15 |
*New |
2023-12-31 |
24,706 |
$1,592,000 |
24,706 |
|
| ATRIA INVESTMENTS LLC |
864 |
*New |
2023-12-31 |
16,667 |
$1,074,000 |
16,667 |
|
| Ascent Group LLC |
267 |
*New |
2023-12-31 |
13,725 |
$916,000 |
13,725 |
|
| KLR INVESTMENT ADVISORS LLC |
39 |
*New |
2024-03-31 |
12,405 |
$818,000 |
12,405 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
189 |
*New |
2024-03-31 |
11,542 |
$816,000 |
11,542 |
|
| Csenge Advisory Group |
311 |
*New |
2023-12-31 |
11,368 |
$733,000 |
11,368 |
|
| American Trust |
115 |
*New |
2023-12-31 |
10,884 |
$701,000 |
10,884 |
|
| Stratos Wealth Advisors LLC |
402 |
*New |
2024-03-31 |
9,620 |
$680,000 |
9,620 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
278 |
*New |
2024-03-31 |
6,644 |
$470,000 |
6,644 |
|
| WIN ADVISORS INC |
39 |
*New |
2024-03-31 |
6,100 |
$431,000 |
6,100 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
383 |
*New |
2024-03-31 |
6,035 |
$427,000 |
6,035 |
|
| Belpointe Asset Management LLC |
443 |
*New |
2023-12-31 |
5,992 |
$386,000 |
5,992 |
|
| Avalon Trust Co |
96 |
*New |
2023-12-31 |
5,605 |
$361,000 |
5,605 |
|
| Aveo Capital Partners LLC |
264 |
*New |
2023-12-31 |
4,879 |
$314,000 |
4,879 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
452 |
*New |
2023-12-31 |
4,170 |
$269,000 |
4,170 |
|
| Change Path LLC |
554 |
*New |
2023-12-31 |
3,802 |
$245,000 |
3,802 |
|
| Strategic Financial Concepts LLC |
261 |
*New |
2024-03-31 |
3,376 |
$239,000 |
3,376 |
|
| Betterment LLC |
303 |
*New |
2023-12-31 |
3,596 |
$232,000 |
3,596 |
|
| TAGStone Capital Inc. |
77 |
*New |
2023-12-31 |
3,531 |
$228,000 |
3,531 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
3,528 |
$227,000 |
3,528 |
|
| ROMAN BUTLER FULLERTON & CO |
193 |
*New |
2023-12-31 |
348 |
$223,000 |
348 |
|
| SAGE FINANCIAL GROUP INC |
99 |
*New |
2023-12-31 |
3,296 |
$212,000 |
3,296 |
|
| Evanson Asset Management LLC |
285 |
*New |
2024-03-31 |
3,000 |
$212,000 |
3,000 |
|
| Resources Investment Advisors Inc. |
1050 |
*New |
2023-12-31 |
3,131 |
$202,000 |
3,131 |
|
| BARTLETT & CO. LLC |
640 |
*New |
2023-12-31 |
1,002 |
$65,000 |
1,002 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
640 |
*New |
2023-12-31 |
1,002 |
$65,000 |
1,002 |
|
| WASHINGTON TRUST CO |
458 |
*New |
2024-03-31 |
636 |
$45,000 |
636 |
|
| SHEETS SMITH & ASSOCIATES INC |
398 |
*New |
2023-09-30 |
593 |
$34,000 |
593 |
|
| HOEY INVESTMENTS INC |
192 |
*New |
2023-12-31 |
180 |
$12,000 |
180 |
|
| YHB INVESTMENT ADVISORS, INC. |
736 |
*New |
2024-03-31 |
100 |
$7,000 |
100 |
|
| EverSource Wealth Advisors LLC |
1736 |
*New |
2023-12-31 |
105 |
$7,000 |
105 |
|
| First Personal Financial Services |
345 |
*New |
2024-03-31 |
13 |
$1,000 |
13 |
|
|
37 Records found
|
1
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