| |
Institutional
Holders
Total
Institutions:
 |
330  9 |
|
|
Total
shares held :
|
11,550,653 |
|
|
% of shares
held :
|
41.47% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -16 |
|
|
Amount
of shares held :
|
-101,491 |
|
|
% of shares
held change :
|
-0.36% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.54 |
|
|
Last
Quarter's Ending
Price :
|
$60.86 |
|
|
Last
Quarter's Average
Price :
|
$55.08 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
11.07 (20.1%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EWG Elevate Inc. |
21 |
*New |
2024-03-31 |
62,986 |
$4,193,000 |
62,986 |
|
| MONECO Advisors LLC |
53 |
*New |
2024-03-31 |
41,860 |
$2,787,000 |
41,860 |
|
| Tactive Advisors LLC |
21 |
*New |
2023-12-31 |
39,265 |
$2,390,000 |
39,265 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
427 |
*New |
2023-12-31 |
11,384 |
$693,000 |
11,384 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
343 |
*New |
2024-03-31 |
7,096 |
$472,000 |
7,096 |
|
| TWO SIGMA INVESTMENTS LLC |
2419 |
*New |
2023-12-31 |
6,800 |
$414,000 |
6,800 |
|
| GTS SECURITIES LLC |
1021 |
*New |
2023-12-31 |
6,107 |
$372,000 |
6,107 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
249 |
*New |
2023-12-31 |
4,750 |
$289,000 |
4,750 |
|
| Adviser Investments LLC |
464 |
*New |
2023-12-31 |
4,162 |
$253,000 |
4,162 |
|
| NWAM LLC |
489 |
*New |
2023-12-31 |
3,935 |
$239,000 |
3,935 |
|
| EdgeRock Capital LLC |
52 |
*New |
2023-12-31 |
3,904 |
$235,000 |
3,904 |
|
| Kovack Advisors Inc. |
421 |
*New |
2024-03-31 |
3,271 |
$218,000 |
3,271 |
|
| Beaton Management Co. Inc. |
123 |
*New |
2023-12-31 |
3,530 |
$215,000 |
3,530 |
|
| KLINGENSTEIN FIELDS & CO LLC |
175 |
*New |
2023-12-31 |
3,500 |
$213,000 |
3,500 |
|
| Belpointe Asset Management LLC |
639 |
*New |
2023-12-31 |
3,464 |
$211,000 |
3,464 |
|
| WADE G W & INC |
387 |
*New |
2023-12-31 |
3,428 |
$209,000 |
3,428 |
|
| All Season Financial Advisors Inc. |
95 |
*New |
2024-03-31 |
3,128 |
$208,000 |
3,128 |
|
| LEAVELL T & ASSOCIATES INC |
463 |
*New |
2024-03-31 |
3,130 |
$208,000 |
3,130 |
|
| Ameritas Advisory Services LLC |
663 |
*New |
2023-12-31 |
3,374 |
$207,000 |
3,374 |
|
| PATTEN & PATTEN INC/TN |
|
*New |
2023-12-31 |
3,390 |
$206,000 |
3,390 |
|
| Perigon Wealth Management LLC |
777 |
*New |
2023-12-31 |
3,349 |
$204,000 |
3,349 |
|
| ESSEX FINANCIAL SERVICES INC |
511 |
*New |
2024-03-31 |
3,055 |
$203,000 |
3,055 |
|
| BEESE FULMER INVESTMENT MANAGEMENT INC |
217 |
*New |
2024-03-31 |
3,033 |
$202,000 |
3,033 |
|
| Key Client Fiduciary Advisors LLC |
177 |
*New |
2024-03-31 |
3,005 |
$200,000 |
3,005 |
|
| FINANCIAL COUNSELORS INC |
|
*New |
2023-12-31 |
3,288 |
$200,000 |
3,288 |
|
| FSA Wealth Management LLC |
56 |
*New |
2023-12-31 |
2,712 |
$165,000 |
2,712 |
|
| Icon Wealth Advisors LLC |
424 |
*New |
2023-12-31 |
1,703 |
$104,000 |
1,703 |
|
| CITIGROUP INC |
3309 |
*New |
2023-12-31 |
1,465 |
$89,000 |
1,465 |
|
| YHB INVESTMENT ADVISORS, INC. |
423 |
*New |
2024-03-31 |
902 |
$60,000 |
902 |
|
| Avalon Trust Co |
204 |
*New |
2023-12-31 |
910 |
$55,000 |
910 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
314 |
*New |
2024-03-31 |
400 |
$27,000 |
400 |
|
| EMFO LLC |
211 |
*New |
2023-12-31 |
215 |
$13,000 |
215 |
|
| Center for Financial Planning Inc. |
379 |
*New |
2024-03-31 |
200 |
$13,000 |
200 |
|
| Ahrens Investment Partners LLC |
650 |
*New |
2023-03-31 |
175 |
$9,000 |
175 |
|
| Main Management LLC |
132 |
*New |
2023-12-31 |
155 |
$9,000 |
155 |
|
| HANSON INVESTMENT MANAGEMENT |
418 |
*New |
2024-03-31 |
120 |
$8,000 |
120 |
|
| Scarborough Advisors LLC |
445 |
*New |
2023-12-31 |
101 |
$6,000 |
101 |
|
| Cedar Mountain Advisors LLC |
260 |
*New |
2024-03-31 |
50 |
$3,000 |
50 |
|
| Sage Mountain Advisors LLC |
401 |
*New |
2024-03-31 |
38 |
$3,000 |
38 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1521 |
*New |
2023-12-31 |
33 |
$2,000 |
33 |
|
| Glassman Wealth Services |
1665 |
*New |
2023-12-31 |
13 |
$1,000 |
13 |
|
|
41 Records found
|
1
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