| |
Institutional
Holders
Total
Institutions:
 |
81  1 |
|
|
Total
shares held :
|
641,285 |
|
|
% of shares
held :
|
13.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-63,704 |
|
|
% of shares
held change :
|
-1.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$71.47 |
|
|
Last
Quarter's Ending
Price :
|
$76.10 |
|
|
Last
Quarter's Average
Price :
|
$71.50 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 7.14 (9.99%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FLAGSHIP HARBOR ADVISORS LLC |
308 |
- |
2024-03-31 |
8,654 |
$694,000 |
0 |
|
| WADE G W & INC |
295 |
- |
2023-12-31 |
6,341 |
$483,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1448 |
- |
2023-09-30 |
4,397 |
$318,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
394 |
- |
2023-12-31 |
4,130 |
$314,000 |
0 |
|
| Nicholas Hoffman & Company LLC. |
247 |
- |
2024-03-31 |
3,475 |
$279,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
2357 |
- |
2023-12-31 |
2,765 |
$210,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2865 |
- |
2023-12-31 |
1,191 |
$91,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,070 |
$81,000 |
0 |
|
| Spire Wealth Management |
1125 |
- |
2024-03-31 |
814 |
$65,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
800 |
$61,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
354 |
- |
2024-03-31 |
600 |
$48,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
599 |
- |
2023-12-31 |
600 |
$46,000 |
0 |
|
| BARTLETT & CO. LLC |
720 |
- |
2023-12-31 |
574 |
$44,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
718 |
- |
2023-12-31 |
574 |
$44,000 |
0 |
|
| Park Place Capital Corp |
429 |
- |
2024-03-31 |
500 |
$40,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3086 |
- |
2023-12-31 |
500 |
$38,000 |
0 |
|
| Financial Freedom LLC |
189 |
- |
2024-03-31 |
379 |
$30,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2333 |
- |
2023-12-31 |
300 |
$23,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
832 |
- |
2024-03-31 |
150 |
$12,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
318 |
- |
2023-12-31 |
150 |
$11,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
353 |
- |
2024-03-31 |
135 |
$11,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
335 |
- |
2023-12-31 |
133 |
$10,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
756 |
- |
2023-12-31 |
101 |
$8,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
111 |
$8,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
649 |
- |
2024-03-31 |
60 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2454 |
- |
2024-03-31 |
47 |
$4,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
585 |
- |
2023-12-31 |
25 |
$2,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2284 |
- |
2023-12-31 |
24 |
$2,000 |
0 |
|
| Focused Wealth Management Inc |
790 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
| Asset Dedication LLC |
961 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| WHITTIER TRUST CO |
1467 |
- |
2023-12-31 |
19 |
$1,000 |
0 |
|
| Parallel Advisors LLC |
3040 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5829 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Sunbelt Securities Inc. |
1746 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
34 Records found
|
1
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