| |
Institutional
Holders
Total
Institutions:
 |
323  16 |
|
|
Total
shares held :
|
30,433,742 |
|
|
% of shares
held :
|
15.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
|
Amount
of shares held :
|
5,490,413 |
|
|
% of shares
held change :
|
2.71% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$63.95 |
|
|
Last
Quarter's Ending
Price :
|
$73.38 |
|
|
Last
Quarter's Average
Price :
|
$66.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.91 (13.47%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PATHSTONE FAMILY OFFICE, LLC |
276 |
*New |
2023-09-30 |
73,280 |
$4,753,000 |
73,280 |
|
| BMS Financial Advisors LLC |
15 |
*New |
2023-06-30 |
48,989 |
$3,369,000 |
48,989 |
|
| Foundations Investment Advisors LLC |
181 |
*New |
2023-12-31 |
41,665 |
$2,989,000 |
41,665 |
|
| Atria Wealth Solutions Inc. |
466 |
*New |
2023-12-31 |
39,940 |
$2,931,000 |
39,940 |
|
| COLONY GROUP, LLC |
481 |
*New |
2023-12-31 |
11,519 |
$845,000 |
11,519 |
|
| NORDEN GROUP LLC |
148 |
*New |
2024-03-31 |
10,369 |
$788,000 |
10,369 |
|
| Confluence Wealth Services Inc. |
193 |
*New |
2024-03-31 |
7,405 |
$563,000 |
7,405 |
|
| MOTIVE WEALTH ADVISORS |
56 |
*New |
2024-03-31 |
4,218 |
$321,000 |
4,218 |
|
| Crabel Capital Management LLC |
98 |
*New |
2023-12-31 |
4,154 |
$305,000 |
4,154 |
|
| MORNINGSTAR INVESTMENT SERVICES, INC. |
350 |
*New |
2023-12-31 |
4,047 |
$300,000 |
4,047 |
|
| Virtue Capital Management LLC |
293 |
*New |
2023-12-31 |
3,394 |
$244,000 |
3,394 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
171 |
*New |
2024-03-31 |
3,202 |
$243,000 |
3,202 |
|
| Continuum Advisory LLC |
412 |
*New |
2023-12-31 |
3,231 |
$239,000 |
3,231 |
|
| Independent Advisor Alliance |
629 |
*New |
2024-03-31 |
3,051 |
$232,000 |
3,051 |
|
| Harrison & Co Wealth Management LLC |
77 |
*New |
2022-12-31 |
3,254 |
$211,000 |
3,254 |
|
| Redhawk Wealth Advisors Inc. |
279 |
*New |
2023-12-31 |
2,841 |
$208,000 |
2,841 |
|
| VANCE WEALTH INC. |
89 |
*New |
2024-03-31 |
2,653 |
$202,000 |
2,653 |
|
| Urban Financial Advisory Corp |
25 |
*New |
2024-03-31 |
2,633 |
$200,000 |
2,633 |
|
| KISTLERTIFFANY COMPANIES, LLC |
385 |
*New |
2023-06-30 |
1,548 |
$106,000 |
1,548 |
|
| Qube Research & Technologies Ltd |
2744 |
*New |
2023-12-31 |
1,172 |
$86,000 |
1,172 |
|
| Atlantic Trust Group LLC |
1865 |
*New |
2024-03-31 |
413 |
$31,000 |
413 |
|
| GoalVest Advisory LLC |
240 |
*New |
2024-03-31 |
369 |
$28,000 |
369 |
|
| WASHINGTON TRUST CO |
551 |
*New |
2024-03-31 |
305 |
$23,000 |
305 |
|
| Future Financial Wealth Managment LLC |
367 |
*New |
2024-03-31 |
210 |
$16,000 |
210 |
|
| Sage Mountain Advisors LLC |
380 |
*New |
2024-03-31 |
190 |
$14,000 |
190 |
|
| Atlantic Trust LLC |
343 |
*New |
2024-03-31 |
177 |
$13,000 |
177 |
|
| First Personal Financial Services |
273 |
*New |
2024-03-31 |
147 |
$11,000 |
147 |
|
| Aspire Private Capital LLC |
449 |
*New |
2024-03-31 |
97 |
$7,000 |
97 |
|
| EverSource Wealth Advisors LLC |
1800 |
*New |
2023-12-31 |
83 |
$6,000 |
83 |
|
| Ahrens Investment Partners LLC |
752 |
*New |
2023-03-31 |
68 |
$5,000 |
68 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
345 |
*New |
2024-03-31 |
70 |
$5,000 |
70 |
|
| MATHER GROUP, INC. |
1363 |
*New |
2024-03-31 |
71 |
$5,000 |
71 |
|
| Raleigh Capital Management Inc. |
753 |
*New |
2023-12-31 |
65 |
$5,000 |
65 |
|
| HOWE & RUSLING INC |
349 |
*New |
2023-12-31 |
51 |
$4,000 |
51 |
|
| HANSON INVESTMENT MANAGEMENT |
464 |
*New |
2024-03-31 |
19 |
$1,000 |
19 |
|
|
35 Records found
|
1
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