|
Institutional
Holders
Total
Institutions:
|
131 7 |
|
Total
shares held :
|
5,321,145 |
|
% of shares
held :
|
44.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
26,066 |
|
% of shares
held change :
|
0.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$67.94 |
|
Last
Quarter's Ending
Price :
|
$77.70 |
|
Last
Quarter's Average
Price :
|
$72.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.56 (22.94%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WHARTON BUSINESS GROUP, LLC |
33 |
- |
2023-12-31 |
170,724 |
$13,265,000 |
0 |
|
FENIMORE ASSET MANAGEMENT INC |
76 |
- |
2024-03-31 |
17,000 |
$1,518,000 |
0 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
170 |
- |
2024-03-31 |
13,381 |
$1,194,000 |
0 |
|
Parallel Advisors LLC |
336 |
- |
2024-03-31 |
12,330 |
$1,101,000 |
0 |
|
STRATEGY ASSET MANAGERS LLC |
119 |
- |
2024-03-31 |
7,048 |
$629,000 |
0 |
|
Armbruster Capital Management Inc. |
67 |
- |
2024-03-31 |
6,370 |
$569,000 |
0 |
|
EPG Wealth Management LLC |
156 |
- |
2023-12-31 |
6,000 |
$512,000 |
0 |
|
GLENMEDE TRUST CO NA |
892 |
- |
2023-12-31 |
6,442 |
$501,000 |
0 |
|
Beacon Financial Advisory LLC |
124 |
- |
2024-03-31 |
5,308 |
$474,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
451 |
- |
2024-03-31 |
4,811 |
$430,000 |
0 |
|
Chicago Partners Investment Group LLC |
510 |
- |
2024-03-31 |
4,425 |
$380,000 |
0 |
|
HFG Advisors Inc. |
69 |
- |
2024-03-31 |
3,850 |
$344,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1216 |
- |
2024-03-31 |
3,713 |
$332,000 |
0 |
|
NorthRock Partners LLC |
307 |
- |
2024-03-31 |
3,380 |
$302,000 |
0 |
|
Eagle Bay Advisors LLC |
91 |
- |
2024-03-31 |
3,301 |
$295,000 |
0 |
|
Schrum Private Wealth Management LLC |
101 |
- |
2024-03-31 |
3,050 |
$272,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
894 |
- |
2024-03-31 |
3,015 |
$269,000 |
0 |
|
Investment Advisory Group LLC |
135 |
- |
2024-03-31 |
2,800 |
$250,000 |
0 |
|
Strategic Family Wealth Counselors L.L.C. |
99 |
- |
2023-12-31 |
3,197 |
$248,000 |
0 |
|
CITIGROUP INC |
3195 |
- |
2024-03-31 |
1,928 |
$172,000 |
0 |
|
BFSG LLC |
253 |
- |
2024-03-31 |
1,900 |
$170,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
220 |
- |
2024-03-31 |
1,900 |
$170,000 |
0 |
|
BDO Wealth Advisors LLC |
281 |
- |
2023-06-30 |
2,320 |
$164,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
653 |
- |
2023-12-31 |
1,966 |
$153,000 |
0 |
|
Key Financial Inc |
284 |
- |
2024-03-31 |
1,485 |
$115,000 |
0 |
|
Northwest Financial Advisors |
180 |
- |
2024-03-31 |
1,150 |
$103,000 |
0 |
|
Rosenberg Matthew Hamilton |
331 |
- |
2024-03-31 |
1,012 |
$90,000 |
0 |
|
GoalVest Advisory LLC |
167 |
- |
2024-03-31 |
866 |
$77,000 |
0 |
|
First Command Bank |
233 |
- |
2023-06-30 |
740 |
$52,000 |
0 |
|
First Command Financial Services Inc. |
234 |
- |
2023-06-30 |
740 |
$52,000 |
0 |
|
FIFTH THIRD BANCORP |
1384 |
- |
2024-03-31 |
500 |
$45,000 |
0 |
|
Archer Investment Corp |
488 |
- |
2024-03-31 |
280 |
$25,000 |
0 |
|
IFP Advisors Inc |
2087 |
- |
2023-12-31 |
150 |
$12,000 |
0 |
|
Efficient Wealth Management LLC |
324 |
- |
2024-03-31 |
100 |
$9,000 |
0 |
|
VitalStone Financial LLC |
313 |
- |
2024-03-31 |
75 |
$7,000 |
0 |
|
Integrity Financial Corp /WA |
185 |
- |
2024-03-31 |
53 |
$5,000 |
0 |
|
Smartleaf Asset Management LLC |
1696 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
PROEQUITIES INC. |
8741 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
38 Records found
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1
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