| |
Institutional
Holders
Total
Institutions:
 |
128  1 |
|
|
Total
shares held :
|
5,296,387 |
|
|
% of shares
held :
|
21.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
|
Amount
of shares held :
|
533,642 |
|
|
% of shares
held change :
|
2.18% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.63 |
|
|
Last
Quarter's Ending
Price :
|
$67.72 |
|
|
Last
Quarter's Average
Price :
|
$62.25 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.09 (11.39%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  M HOLDINGS SECURITIES, INC. |
88 |
- |
2023-12-31 |
23,218 |
$1,572,000 |
0 |
|
| M&T BANK CORP |
879 |
- |
2023-12-31 |
14,260 |
$966,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
327 |
- |
2023-12-31 |
12,582 |
$852,000 |
0 |
|
| PACIFIC SUN FINANCIAL CORP |
85 |
- |
2023-12-31 |
8,725 |
$591,000 |
0 |
|
| SAGE FINANCIAL GROUP INC |
63 |
- |
2023-12-31 |
7,706 |
$522,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
93 |
- |
2024-03-31 |
5,445 |
$395,000 |
0 |
|
| CREATIVE PLANNING |
1885 |
- |
2023-12-31 |
5,727 |
$388,000 |
0 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
5,304 |
$359,000 |
0 |
|
| SUMMIT ASSET MANAGEMENT, LLC |
121 |
- |
2023-12-31 |
4,476 |
$303,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
155 |
- |
2023-12-31 |
3,300 |
$223,000 |
0 |
|
| Salomon & Ludwin LLC |
189 |
- |
2023-12-31 |
2,520 |
$153,000 |
0 |
|
| BLACKROCK INC. |
4453 |
- |
2023-12-31 |
1,500 |
$102,000 |
0 |
|
| US BANCORP |
2417 |
- |
2023-12-31 |
1,200 |
$81,000 |
0 |
|
| DB Wealth Management Group LLC |
135 |
- |
2023-12-31 |
1,079 |
$73,000 |
0 |
|
| Operose Advisors LLC |
238 |
- |
2023-12-31 |
642 |
$43,000 |
0 |
|
| McIlrath & Eck LLC |
308 |
- |
2023-12-31 |
540 |
$37,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
805 |
- |
2023-12-31 |
510 |
$35,000 |
0 |
|
| MCF Advisors LLC |
508 |
- |
2024-03-31 |
300 |
$22,000 |
0 |
|
| PROEQUITIES INC. |
1448 |
- |
2023-12-31 |
325 |
$22,000 |
0 |
|
| Carolina Wealth Advisors LLC |
126 |
- |
2024-03-31 |
300 |
$22,000 |
0 |
|
| NBC SECURITIES INC. |
1439 |
- |
2024-03-31 |
300 |
$21,000 |
0 |
|
| Retirement Group LLC |
348 |
- |
2023-12-31 |
282 |
$19,000 |
0 |
|
| AdvisorNet Financial Inc |
1087 |
- |
2024-03-31 |
255 |
$19,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2608 |
- |
2023-12-31 |
260 |
$18,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1615 |
- |
2023-12-31 |
246 |
$17,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
141 |
$9,000 |
0 |
|
| Rockbridge Investment Management LCC |
450 |
- |
2023-12-31 |
86 |
$6,000 |
0 |
|
| Archer Investment Corp |
772 |
- |
2023-12-31 |
72 |
$5,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1341 |
- |
2023-12-31 |
66 |
$4,000 |
0 |
|
| Sound Income Strategies LLC |
944 |
- |
2024-03-31 |
54 |
$4,000 |
0 |
|
| Global Retirement Partners LLC |
2468 |
- |
2024-03-31 |
54 |
$4,000 |
0 |
|
| ISLAY CAPITAL MANAGEMENT LLC |
203 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
| Bradley & Co. Private Wealth Management LLC |
200 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
33 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
0.15 (0.22%) 
