| |
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 |
  ETFIDEA LLC |
|
- |
2023-12-31 |
123,457 |
$7,957,000 |
0 |
|
| Employees Retirement Fund of the City of Fort Wort |
10 |
- |
2023-12-31 |
123,000 |
$7,927,000 |
0 |
|
| RDL FINANCIAL INC |
9 |
- |
2024-03-31 |
74,142 |
$4,518,000 |
0 |
|
| Arden Trust Co |
58 |
- |
2024-03-31 |
26,661 |
$1,884,000 |
0 |
|
| Neumann Capital Management LLC |
56 |
- |
2023-12-31 |
15,676 |
$1,010,000 |
0 |
|
| IEQ CAPITAL LLC |
439 |
- |
2023-12-31 |
14,370 |
$926,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
185 |
- |
2024-03-31 |
10,930 |
$773,000 |
0 |
|
| Cresset Asset Management LLC |
991 |
- |
2023-12-31 |
11,838 |
$763,000 |
0 |
|
| Full Sail Capital LLC |
99 |
- |
2023-12-31 |
11,520 |
$742,000 |
0 |
|
| Burt Wealth Advisors |
57 |
- |
2024-03-31 |
8,388 |
$593,000 |
0 |
|
| Falcon Wealth Planning |
74 |
- |
2024-03-31 |
8,018 |
$567,000 |
0 |
|
| Windsor Group LTD |
94 |
- |
2023-09-30 |
9,876 |
$564,000 |
0 |
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
44 |
- |
2024-03-31 |
6,750 |
$472,000 |
0 |
|
| IFG Advisory LLC |
382 |
- |
2023-12-31 |
6,852 |
$442,000 |
0 |
|
| Davis Investment Partners LLC |
78 |
- |
2024-03-31 |
6,300 |
$434,000 |
0 |
|
| American Money Management LLC |
100 |
- |
2023-12-31 |
6,500 |
$419,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2197 |
- |
2023-12-31 |
6,006 |
$390,000 |
0 |
|
| Kaydan Wealth Management Inc. |
71 |
- |
2024-03-31 |
4,950 |
$350,000 |
0 |
|
| High Net Worth Advisory Group LLC |
156 |
- |
2024-03-31 |
4,500 |
$318,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1227 |
- |
2023-12-31 |
4,875 |
$314,000 |
0 |
|
| Journey Advisory Group LLC |
179 |
- |
2023-12-31 |
4,385 |
$283,000 |
0 |
|
| Richwood Investment Advisors LLC |
87 |
- |
2023-12-31 |
4,155 |
$268,000 |
0 |
|
| Brand Asset Management Group Inc. |
|
- |
2023-12-31 |
3,862 |
$249,000 |
0 |
|
| Strategic Advocates LLC |
114 |
- |
2024-03-31 |
3,237 |
$229,000 |
0 |
|
| High Falls Advisors Inc |
97 |
- |
2023-12-31 |
3,503 |
$226,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
134 |
- |
2023-12-31 |
3,360 |
$217,000 |
0 |
|
| Eagle Bay Advisors LLC |
159 |
- |
2023-12-31 |
2,400 |
$155,000 |
0 |
|
| City State Bank |
206 |
- |
2024-03-31 |
2,148 |
$152,000 |
0 |
|
| NBT BANK N A /NY |
378 |
- |
2024-03-31 |
1,652 |
$117,000 |
0 |
|
| EPG Wealth Management LLC |
291 |
- |
2023-12-31 |
976 |
$64,000 |
0 |
|
| Capital Advisors Ltd. LLC |
404 |
- |
2024-03-31 |
906 |
$64,000 |
0 |
|
| Operose Advisors LLC |
210 |
- |
2023-12-31 |
888 |
$57,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
168 |
- |
2024-03-31 |
774 |
$55,000 |
0 |
|
| Qube Research & Technologies Ltd |
2884 |
- |
2023-12-31 |
818 |
$53,000 |
0 |
|
| MCF Advisors LLC |
411 |
- |
2024-03-31 |
550 |
$39,000 |
0 |
|
| Salomon & Ludwin LLC |
355 |
- |
2023-12-31 |
576 |
$33,000 |
0 |
|
| Oakworth Capital Inc. |
382 |
- |
2024-03-31 |
420 |
$30,000 |
0 |
|
| PROEQUITIES INC. |
1366 |
- |
2023-12-31 |
430 |
$28,000 |
0 |
|
| Archer Investment Corp |
495 |
- |
2023-12-31 |
342 |
$22,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
712 |
- |
2023-12-31 |
283 |
$18,000 |
0 |
|
| Aptus Capital Advisors LLC |
747 |
- |
2023-12-31 |
276 |
$18,000 |
0 |
|
| WHITTIER TRUST CO |
1160 |
- |
2023-12-31 |
240 |
$15,000 |
0 |
|
| Nordwand Advisors LLC |
98 |
- |
2023-12-31 |
226 |
$15,000 |
0 |
|
| Farther Finance Advisors LLC |
1463 |
- |
2023-12-31 |
210 |
$14,000 |
0 |
|
| Element Wealth LLC |
208 |
- |
2023-12-31 |
185 |
$12,000 |
0 |
|
| Cedar Mountain Advisors LLC |
192 |
- |
2024-03-31 |
132 |
$9,000 |
0 |
|
| Parallel Advisors LLC |
2394 |
- |
2023-12-31 |
108 |
$7,000 |
0 |
|
| Key Financial Inc |
871 |
- |
2023-12-31 |
96 |
$6,000 |
0 |
|
| SIGNATUREFD, LLC |
2592 |
- |
2023-12-31 |
60 |
$4,000 |
0 |
|
| PrairieView Partners LLC |
|
- |
2023-12-31 |
42 |
$3,000 |
0 |
|
| Running Point Capital Advisors LLC |
147 |
- |
2023-12-31 |
46 |
$3,000 |
0 |
|
| Spire Wealth Management |
2150 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
| Provident Wealth Management LLC |
111 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| Morton Brown Family Wealth LLC |
291 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
|
54 Records found
|
1
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