| |
Institutional
Holders
Total
Institutions:
 |
116  2 |
|
|
Total
shares held :
|
1,877,459 |
|
|
% of shares
held :
|
28.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -9 |
|
|
Amount
of shares held :
|
7,983 |
|
|
% of shares
held change :
|
0.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.35 |
|
|
Last
Quarter's Ending
Price :
|
$81.05 |
|
|
Last
Quarter's Average
Price :
|
$75.45 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.31 (8.36%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
105 |
- |
2023-12-31 |
73,663 |
$3,161,000 |
0 |
|
| HSBC HOLDINGS PLC |
1135 |
- |
2023-12-31 |
28,100 |
$2,278,000 |
0 |
|
| FOSTER DYKEMA CABOT & CO INC/MA |
37 |
- |
2023-09-30 |
21,299 |
$1,587,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
907 |
- |
2023-09-30 |
16,449 |
$1,226,000 |
0 |
|
| Annapolis Financial Services LLC |
57 |
- |
2024-03-31 |
10,400 |
$819,000 |
0 |
|
| Tolleson Wealth Management Inc. |
48 |
- |
2023-12-31 |
8,980 |
$728,000 |
0 |
|
| Levy Wealth Management Group LLC |
61 |
- |
2024-03-31 |
5,496 |
$445,000 |
0 |
|
| HANSON MCCLAIN, INC. |
602 |
- |
2024-03-31 |
5,107 |
$402,000 |
0 |
|
| FTB Advisors Inc. |
390 |
- |
2024-03-31 |
4,678 |
$368,000 |
0 |
|
| Cedar Brook Financial Partners LLC |
283 |
- |
2024-03-31 |
4,426 |
$348,000 |
0 |
|
| Lido Advisors LLC |
923 |
- |
2023-12-31 |
3,568 |
$289,000 |
0 |
|
| Eaton Financial Holdings Company LLC |
56 |
- |
2024-03-31 |
3,244 |
$255,000 |
0 |
|
| BerganKDV Wealth Management LLC |
244 |
- |
2023-06-30 |
2,032 |
$161,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
116 |
- |
2024-03-31 |
1,400 |
$110,000 |
0 |
|
| LFA - Lugano Financial Advisors SA |
107 |
- |
2024-03-31 |
1,250 |
$98,000 |
0 |
|
| RFP Financial Group LLC |
142 |
- |
2024-03-31 |
1,112 |
$88,000 |
0 |
|
| Financial Perspectives Inc |
276 |
- |
2024-03-31 |
621 |
$49,000 |
0 |
|
| JTC Employer Solutions Trusteee Ltd |
263 |
- |
2024-03-31 |
508 |
$40,000 |
0 |
|
| BIDWELL C M & ASSOCIATES LTD/ |
235 |
- |
2023-12-31 |
470 |
$38,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1592 |
- |
2023-12-31 |
442 |
$36,000 |
0 |
|
| Qube Research & Technologies Ltd |
3002 |
- |
2023-12-31 |
349 |
$28,000 |
0 |
|
| Financial Advisory Service Inc. |
385 |
- |
2024-03-31 |
303 |
$24,000 |
0 |
|
| PROEQUITIES INC. |
1463 |
- |
2024-03-31 |
300 |
$24,000 |
0 |
|
| Security National Bank |
227 |
- |
2024-03-31 |
250 |
$20,000 |
0 |
|
| Spire Wealth Management |
1614 |
- |
2024-03-31 |
178 |
$14,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
343 |
- |
2024-03-31 |
161 |
$13,000 |
0 |
|
| Front Row Advisors LLC |
304 |
- |
2023-12-31 |
150 |
$12,000 |
0 |
|
| Joseph Group Capital Management |
78 |
- |
2023-12-31 |
126 |
$10,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2011 |
- |
2023-12-31 |
113 |
$9,000 |
0 |
|
| Financial Connections Group Inc. |
|
- |
2024-03-31 |
100 |
$8,000 |
0 |
|
| Sunbelt Securities Inc. |
1397 |
- |
2024-03-31 |
54 |
$4,000 |
0 |
|
| Rise Advisors LLC |
1140 |
- |
2024-03-31 |
31 |
$2,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1718 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Hexagon Capital Partners LLC |
1425 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
34 Records found
|
1
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