| |
Institutional
Holders
Total
Institutions:
 |
265  18 |
|
|
Total
shares held :
|
14,955,540 |
|
|
% of shares
held :
|
93.47% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
79 |
|
|
Amount
of shares held :
|
2,838,950 |
|
|
% of shares
held change :
|
17.74% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$79.20 |
|
|
Last
Quarter's Ending
Price :
|
$92.16 |
|
|
Last
Quarter's Average
Price :
|
$85.53 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
19.34 (22.61%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
23 |
- |
2024-03-31 |
166,184 |
$16,884,000 |
0 |
|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
19 |
- |
2024-03-31 |
61,165 |
$6,214,000 |
0 |
|
| Evolution Wealth Advisors LLC |
51 |
- |
2024-03-31 |
13,545 |
$1,376,000 |
0 |
|
| WEALTH ADVISORS INC. |
24 |
- |
2023-09-30 |
16,670 |
$1,330,000 |
0 |
|
| KOCHIS FITZ/QUINTILE LLC |
194 |
- |
2024-03-31 |
5,118 |
$520,000 |
0 |
|
| ELCO Management Co. LLC |
68 |
- |
2023-12-31 |
5,548 |
$511,000 |
0 |
|
| Aurum Wealth Management Group LLC |
247 |
- |
2024-03-31 |
3,335 |
$339,000 |
0 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
253 |
- |
2024-03-31 |
3,037 |
$308,000 |
0 |
|
| LVZ Advisors Inc. |
109 |
- |
2024-03-31 |
2,773 |
$282,000 |
0 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
565 |
- |
2024-03-31 |
2,654 |
$267,000 |
0 |
|
| Aurora Private Wealth Inc. |
114 |
- |
2024-03-31 |
2,585 |
$263,000 |
0 |
|
| True North Advisors LLC |
162 |
- |
2024-03-31 |
2,549 |
$259,000 |
0 |
|
| CENTRAL VALLEY ADVISORS LLC |
122 |
- |
2024-03-31 |
2,520 |
$256,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
164 |
- |
2024-03-31 |
2,450 |
$226,000 |
0 |
|
| V2 Financial group LLC |
65 |
- |
2024-03-31 |
2,200 |
$223,000 |
0 |
|
| Geneos Wealth Management Inc. |
677 |
- |
2024-03-31 |
2,180 |
$221,000 |
0 |
|
| Lion Street Advisors LLC |
232 |
- |
2024-03-31 |
2,295 |
$212,000 |
0 |
|
| Naples Money Management LLC |
51 |
- |
2024-03-31 |
2,000 |
$203,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
343 |
- |
2024-03-31 |
1,975 |
$201,000 |
0 |
|
| Koesten Hirschmann & Crabtree INC. |
26 |
- |
2023-12-31 |
2,145 |
$198,000 |
0 |
|
| Operose Advisors LLC |
164 |
- |
2023-12-31 |
1,000 |
$92,000 |
0 |
|
| Emerald Investment Partners LLC |
325 |
- |
2024-03-31 |
860 |
$87,000 |
0 |
|
| Atlantic Edge Private Wealth Management LLC |
178 |
- |
2024-03-31 |
600 |
$61,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
593 |
- |
2024-03-31 |
565 |
$57,000 |
0 |
|
| SANDY SPRING BANK |
565 |
- |
2024-03-31 |
500 |
$51,000 |
0 |
|
| Westside Investment Management Inc. |
349 |
- |
2024-03-31 |
500 |
$51,000 |
0 |
|
| BDO Wealth Advisors LLC |
431 |
- |
2023-06-30 |
600 |
$51,000 |
0 |
|
| GAMMA Investing LLC |
1129 |
- |
2024-03-31 |
425 |
$43,000 |
0 |
|
| US BANCORP |
2765 |
- |
2024-03-31 |
402 |
$41,000 |
0 |
|
| Hartland & Co. LLC |
800 |
- |
2023-12-31 |
416 |
$38,000 |
0 |
|
| Cape Investment Advisory Inc. |
452 |
- |
2023-12-31 |
325 |
$30,000 |
0 |
|
| WFA Asset Management Corp |
146 |
- |
2024-03-31 |
251 |
$25,000 |
0 |
|
| ADIRONDACK TRUST CO |
288 |
- |
2024-03-31 |
235 |
$24,000 |
0 |
|
| Advanced Asset Management Advisors Inc |
85 |
- |
2024-03-31 |
202 |
$21,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
1823 |
- |
2023-12-31 |
214 |
$20,000 |
0 |
|
| First Command Advisory Services Inc. |
323 |
- |
2024-03-31 |
188 |
$19,000 |
0 |
|
| FinTrust Capital Advisors LLC |
718 |
- |
2024-03-31 |
185 |
$19,000 |
0 |
|
| First Command Bank |
315 |
- |
2023-06-30 |
188 |
$16,000 |
0 |
|
| First Command Financial Services Inc. |
318 |
- |
2023-06-30 |
188 |
$16,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
666 |
- |
2022-12-31 |
169 |
$13,000 |
0 |
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
878 |
- |
2023-12-31 |
125 |
$11,000 |
0 |
|
| Larson Financial Group LLC |
1015 |
- |
2024-03-31 |
107 |
$11,000 |
0 |
|
| HOEY INVESTMENTS INC |
201 |
- |
2024-03-31 |
101 |
$10,000 |
0 |
|
| New England Capital Financial Advisors LLC |
228 |
- |
2024-03-31 |
101 |
$10,000 |
0 |
|
| JDM Financial Group LLC |
143 |
- |
2024-03-31 |
101 |
$10,000 |
0 |
|
| PSI Advisors LLC |
485 |
- |
2024-03-31 |
101 |
$10,000 |
0 |
|
| Game Plan Financial Advisors LLC |
208 |
- |
2024-03-31 |
93 |
$9,000 |
0 |
|
| Northwest Financial Advisors |
551 |
- |
2024-03-31 |
66 |
$7,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
377 |
- |
2024-03-31 |
60 |
$6,000 |
0 |
|
| Y.D. More Investments Ltd |
337 |
- |
2023-12-31 |
50 |
$5,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1682 |
- |
2023-12-31 |
41 |
$4,000 |
0 |
|
| CULLEN FROST BANKERS INC |
976 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1584 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Castleview Partners LLC |
921 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
|
54 Records found
|
1
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