| |
Institutional
Holders
Total
Institutions:
 |
38  3 |
|
|
Total
shares held :
|
333,698 |
|
|
% of shares
held :
|
26.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-29,157 |
|
|
% of shares
held change :
|
-2.33% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.57 |
|
|
Last
Quarter's Ending
Price :
|
$40.53 |
|
|
Last
Quarter's Average
Price :
|
$37.80 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 5.39 (14.27%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1857 |
- |
2023-12-31 |
93,785 |
$3,801,000 |
38,149 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
51 |
- |
2023-12-31 |
61,231 |
$2,482,000 |
-9,681 |
|
| MORGAN STANLEY |
4416 |
- |
2023-12-31 |
46,477 |
$1,884,000 |
-1,048 |
|
| UBS Group AG |
3457 |
- |
2023-12-31 |
23,318 |
$945,000 |
185 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2609 |
- |
2023-12-31 |
12,798 |
$519,000 |
-90 |
|
| BANK OF AMERICA CORP /DE/ |
4466 |
- |
2023-12-31 |
12,444 |
$504,000 |
-458 |
|
| Hamilton Point Investment Advisors LLC |
98 |
- |
2023-12-31 |
9,792 |
$397,000 |
0 |
|
| BBR PARTNERS, LLC |
118 |
*New |
2023-12-31 |
9,792 |
$397,000 |
9,792 |
|
| GOLDMAN SACHS GROUP INC/ |
3984 |
- |
2023-12-31 |
8,449 |
$342,000 |
-25 |
|
| Evanson Asset Management LLC |
253 |
- |
2024-03-31 |
6,021 |
$274,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4628 |
- |
2023-12-31 |
6,142 |
$249,000 |
-3,605 |
|
| WELLS FARGO & CO/MN |
3779 |
- |
2023-12-31 |
5,988 |
$243,000 |
-49 |
|
| MOSAIC FAMILY WEALTH PARTNERS LLC |
170 |
- |
2023-12-31 |
5,898 |
$239,000 |
0 |
|
| CITADEL ADVISORS LLC |
4357 |
- |
2023-12-31 |
5,327 |
$216,000 |
-6,679 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
5,100 |
$207,000 |
5,100 |
|
| Advisor Group Holdings Inc. |
4089 |
- |
2023-12-31 |
3,896 |
$158,000 |
-2,543 |
|
| GLENMEDE TRUST CO NA |
1195 |
*New |
2023-12-31 |
2,691 |
$109,000 |
2,691 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
107 |
- |
2024-03-31 |
1,920 |
$87,000 |
0 |
|
| Hartland & Co. LLC |
662 |
- |
2023-12-31 |
1,680 |
$68,000 |
0 |
|
| Beacon Capital Management LLC |
214 |
- |
2023-12-31 |
1,470 |
$54,000 |
980 |
|
| BLAIR WILLIAM & CO/IL |
1571 |
- |
2023-12-31 |
1,215 |
$49,000 |
225 |
|
| Tidemark LLC |
230 |
- |
2023-12-31 |
1,179 |
$48,000 |
0 |
|
| ROYAL BANK OF CANADA |
5380 |
- |
2023-12-31 |
1,011 |
$41,000 |
-3,150 |
|
| J P MORGAN CHASE & CO |
4784 |
- |
2023-12-31 |
954 |
$39,000 |
-336 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
813 |
$33,000 |
0 |
|
| McIlrath & Eck LLC |
333 |
- |
2023-12-31 |
738 |
$30,000 |
0 |
|
| Family Asset Management LLC |
139 |
- |
2023-12-31 |
750 |
$30,000 |
0 |
|
| Frazier Financial Advisors LLC |
219 |
- |
2023-12-31 |
552 |
$22,000 |
0 |
|
| FMR LLC |
3821 |
- |
2023-12-31 |
462 |
$19,000 |
-9 |
|
| Rise Advisors LLC |
701 |
- |
2024-03-31 |
388 |
$18,000 |
1 |
|
| Global Retirement Partners LLC |
1899 |
- |
2024-03-31 |
321 |
$15,000 |
0 |
|
| PSI Advisors LLC |
445 |
- |
2024-03-31 |
281 |
$13,000 |
0 |
|
| Addison Advisors LLC |
486 |
- |
2023-12-31 |
300 |
$12,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3709 |
- |
2023-12-31 |
210 |
$9,000 |
0 |
|
| Capital Investment Advisory Services LLC |
831 |
- |
2024-03-31 |
174 |
$8,000 |
-126 |
|
| Kalos Management Inc. |
117 |
- |
2023-06-30 |
24 |
$3,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
1118 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| PROEQUITIES INC. |
3457 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
799 |
*Closed |
2023-12-31 |
0 |
$0 |
-90 |
|
| DHJJ Financial Advisors Ltd. |
692 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
1185 |
*Closed |
2023-12-31 |
0 |
$0 |
-600 |
|
| HIGHTOWER ADVISORS, LLC |
3441 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,146 |
|
| Aptus Capital Advisors LLC |
972 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,903 |
|
|
43 Records found
|
1
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