| |
Institutional
Holders
Total
Institutions:
 |
306  4 |
|
|
Total
shares held :
|
22,015,748 |
|
|
% of shares
held :
|
75.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 6 |
|
|
Amount
of shares held :
|
2,933,031 |
|
|
% of shares
held change :
|
10.01% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$68.30 |
|
|
Last
Quarter's Ending
Price :
|
$75.67 |
|
|
Last
Quarter's Average
Price :
|
$70.15 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
15.78 (22.49%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Barden Capital Management Inc. |
24 |
- |
2023-12-31 |
27,470 |
$1,899,000 |
0 |
|
| Argent Trust Co |
223 |
- |
2023-12-31 |
20,981 |
$1,588,000 |
0 |
|
| Key Financial Inc |
53 |
- |
2024-03-31 |
18,887 |
$1,429,000 |
0 |
|
| Connecticut Wealth Management LLC |
164 |
- |
2024-03-31 |
9,773 |
$853,000 |
0 |
|
| J.W. COLE ADVISORS INC. |
405 |
- |
2024-03-31 |
8,807 |
$769,000 |
0 |
|
| Schneider Downs Wealth Management Advisors LP |
57 |
- |
2023-12-31 |
8,163 |
$618,000 |
0 |
|
| Mystic Asset Management Inc. |
99 |
- |
2023-12-31 |
7,170 |
$543,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
262 |
- |
2024-03-31 |
6,000 |
$524,000 |
0 |
|
| RTD Financial Advisors Inc. |
79 |
- |
2024-03-31 |
5,181 |
$452,000 |
0 |
|
| Wellspring Financial Advisors LLC |
86 |
- |
2024-03-31 |
367,778 |
$382,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
494 |
- |
2024-03-31 |
3,912 |
$341,000 |
0 |
|
| Centerpoint Advisors LLC |
66 |
- |
2024-03-31 |
3,479 |
$304,000 |
0 |
|
| IVC Wealth Advisors LLC |
126 |
- |
2024-03-31 |
3,384 |
$295,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2391 |
- |
2023-12-31 |
3,769 |
$288,000 |
0 |
|
| Bleakley Financial Group LLC |
|
- |
2023-12-31 |
3,332 |
$252,000 |
0 |
|
| Sawtooth Asset Management Inc. |
890 |
- |
2023-12-31 |
3,332 |
$252,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1141 |
- |
2023-12-31 |
2,725 |
$206,000 |
0 |
|
| TSFG LLC |
175 |
- |
2024-03-31 |
1,399 |
$122,000 |
0 |
|
| Goss Wealth Management LLC |
1887 |
- |
2023-12-31 |
1,505 |
$114,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
351 |
- |
2024-03-31 |
1,299 |
$113,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
194 |
- |
2024-03-31 |
1,224 |
$107,000 |
0 |
|
| BALLAST ADVISORS LLC |
133 |
- |
2024-03-31 |
1,059 |
$92,000 |
0 |
|
| BerganKDV Wealth Management LLC |
331 |
- |
2023-06-30 |
1,052 |
$75,000 |
0 |
|
| UMB BANK N A/MO |
803 |
- |
2024-03-31 |
663 |
$58,000 |
0 |
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
192 |
- |
2024-03-31 |
650 |
$57,000 |
0 |
|
| Horizons Wealth Management |
89 |
- |
2024-03-31 |
648 |
$49,000 |
0 |
|
| Kalos Management Inc. |
68 |
- |
2023-06-30 |
668 |
$48,000 |
0 |
|
| Concord Wealth Partners |
361 |
- |
2024-03-31 |
527 |
$46,000 |
0 |
|
| MILESTONE GROUP INC |
279 |
- |
2024-03-31 |
431 |
$38,000 |
0 |
|
| Front Row Advisors LLC |
204 |
- |
2023-12-31 |
450 |
$34,000 |
0 |
|
| Beacon Capital Management LLC |
296 |
- |
2023-12-31 |
477 |
$33,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
434 |
- |
2024-03-31 |
360 |
$31,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
282 |
- |
2024-03-31 |
279 |
$24,000 |
0 |
|
| Orion Capital Management LLC |
322 |
- |
2023-12-31 |
270 |
$20,000 |
0 |
|
| Capital Investment Advisory Services LLC |
765 |
- |
2024-03-31 |
199 |
$17,000 |
0 |
|
| PFG Private Wealth Management LLC |
111 |
- |
2024-03-31 |
185 |
$16,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
247 |
- |
2023-12-31 |
209 |
$16,000 |
0 |
|
| Smartleaf Asset Management LLC |
755 |
- |
2024-03-31 |
212 |
$16,000 |
0 |
|
| PSI Advisors LLC |
433 |
- |
2024-03-31 |
166 |
$14,000 |
0 |
|
| Sunbelt Securities Inc. |
1149 |
- |
2024-03-31 |
161 |
$14,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
361 |
- |
2024-03-31 |
117 |
$10,000 |
0 |
|
| Parallel Advisors LLC |
2276 |
- |
2023-12-31 |
132 |
$10,000 |
0 |
|
| Westside Investment Management Inc. |
584 |
- |
2024-03-31 |
109 |
$10,000 |
0 |
|
| Cape Investment Advisory Inc. |
715 |
- |
2023-12-31 |
103 |
$8,000 |
0 |
|
| Team Financial Group LLC |
132 |
- |
2023-12-31 |
80 |
$6,000 |
0 |
|
| Sachetta LLC |
601 |
- |
2024-03-31 |
43 |
$3,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
1077 |
- |
2024-03-31 |
35 |
$3,000 |
0 |
|
| Cedar Mountain Advisors LLC |
268 |
- |
2024-03-31 |
27 |
$2,000 |
0 |
|
| Archer Investment Corp |
852 |
- |
2023-12-31 |
28 |
$2,000 |
0 |
|
| NBC SECURITIES INC. |
1965 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
| Financial Gravity Wealth Inc. |
554 |
- |
2023-12-31 |
9 |
$1,000 |
0 |
|
| Efficient Wealth Management LLC |
1034 |
- |
2024-03-31 |
0 |
$1,000 |
0 |
|
| Castleview Partners LLC |
801 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
| Farther Finance Advisors LLC |
3284 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
54 Records found
|
1
|
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