| |
Institutional
Holders
Total
Institutions:
 |
95  1 |
|
|
Total
shares held :
|
1,397,566 |
|
|
% of shares
held :
|
36.97% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
121,331 |
|
|
% of shares
held change :
|
3.21% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$56.23 |
|
|
Last
Quarter's Ending
Price :
|
$65.84 |
|
|
Last
Quarter's Average
Price :
|
$58.14 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.72 (8.12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
111 |
- |
2023-12-31 |
20,775 |
$1,368,000 |
0 |
|
| US BANCORP |
1064 |
- |
2023-12-31 |
16,500 |
$1,086,000 |
0 |
|
| Oakmont Partners LLC |
447 |
- |
2024-03-31 |
10,470 |
$678,000 |
0 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
370 |
- |
2024-03-31 |
8,141 |
$527,000 |
0 |
|
| Joel Isaacson & Co. LLC |
|
- |
2023-12-31 |
6,730 |
$443,000 |
0 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
159 |
- |
2024-03-31 |
6,681 |
$432,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2099 |
- |
2023-12-31 |
5,445 |
$358,000 |
0 |
|
| INVESTMENT HOUSE LLC |
172 |
- |
2023-12-31 |
4,650 |
$306,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1338 |
- |
2023-09-30 |
5,000 |
$285,000 |
0 |
|
| Capital Market Strategies LLC |
119 |
- |
2024-03-31 |
3,777 |
$244,000 |
0 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2057 |
- |
2024-03-31 |
3,676 |
$238,000 |
0 |
|
| Private Advisor Group LLC |
1948 |
- |
2023-12-31 |
3,546 |
$233,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2523 |
- |
2023-12-31 |
3,465 |
$231,000 |
0 |
|
| CWM LLC |
1452 |
- |
2024-03-31 |
3,429 |
$222,000 |
0 |
|
| First Capital Advisors Group LLC. |
132 |
- |
2023-06-30 |
3,476 |
$213,000 |
0 |
|
| CITIGROUP INC |
3515 |
- |
2023-12-31 |
850 |
$56,000 |
0 |
|
| First PREMIER Bank |
217 |
- |
2024-03-31 |
670 |
$43,000 |
0 |
|
| Oakworth Capital Inc. |
341 |
- |
2024-03-31 |
611 |
$40,000 |
0 |
|
| Global Retirement Partners LLC |
1502 |
- |
2024-03-31 |
600 |
$39,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
543 |
- |
2023-12-31 |
516 |
$34,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1636 |
- |
2023-12-31 |
400 |
$26,000 |
0 |
|
| Financial Perspectives Inc |
364 |
- |
2024-03-31 |
350 |
$23,000 |
0 |
|
| FinTrust Capital Advisors LLC |
655 |
- |
2023-12-31 |
316 |
$21,000 |
0 |
|
| SIGNATUREFD, LLC |
2076 |
- |
2023-12-31 |
213 |
$14,000 |
0 |
|
| BLACKROCK INC. |
4775 |
- |
2023-12-31 |
213 |
$14,000 |
0 |
|
| Financial Avengers Inc. |
101 |
- |
2023-12-31 |
200 |
$13,000 |
0 |
|
| TSFG LLC |
443 |
- |
2024-03-31 |
200 |
$13,000 |
0 |
|
| McIlrath & Eck LLC |
511 |
- |
2023-12-31 |
205 |
$13,000 |
0 |
|
| Cornerstone Planning Group LLC |
416 |
- |
2023-12-31 |
164 |
$11,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2060 |
- |
2024-03-31 |
167 |
$11,000 |
0 |
|
| FTB Advisors Inc. |
1568 |
- |
2024-03-31 |
156 |
$10,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
854 |
- |
2024-03-31 |
150 |
$10,000 |
0 |
|
| Aspire Wealth Management Corp |
|
- |
2023-12-31 |
89 |
$6,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2958 |
- |
2023-12-31 |
70 |
$5,000 |
0 |
|
| Tyler-Stone Wealth Management |
704 |
- |
2023-12-31 |
72 |
$5,000 |
0 |
|
| ADIRONDACK TRUST CO |
438 |
- |
2024-03-31 |
47 |
$3,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
618 |
- |
2024-03-31 |
50 |
$3,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
682 |
- |
2024-03-31 |
21 |
$1,000 |
0 |
|
| Baldrige Asset Management LLC |
348 |
- |
2023-03-31 |
17 |
$1,000 |
0 |
|
| Coppell Advisory Solutions LLC |
1506 |
- |
2023-12-31 |
13 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
7846 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
41 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
|
|
|
|
