| |
Institutional
Holders
Total
Institutions:
 |
233  22 |
|
|
Total
shares held :
|
8,800,620 |
|
|
% of shares
held :
|
46.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-68 |
|
|
Amount
of shares held :
|
-345,950 |
|
|
% of shares
held change :
|
-1.84% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.37 |
|
|
Last
Quarter's Ending
Price :
|
$42.17 |
|
|
Last
Quarter's Average
Price :
|
$37.96 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.57 (9.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ASB Consultores LLC |
26 |
- |
2023-12-31 |
32,062 |
$1,352,000 |
0 |
|
| Qube Research & Technologies Ltd |
1853 |
- |
2023-12-31 |
14,801 |
$624,000 |
0 |
|
| DHK Financial Advisors Inc. |
50 |
- |
2023-12-31 |
12,858 |
$542,000 |
0 |
|
| CREDIT SUISSE/ |
2726 |
- |
2023-12-31 |
9,173 |
$387,000 |
0 |
|
| APPLETON PARTNERS INC/MA |
226 |
- |
2024-03-31 |
8,803 |
$305,000 |
0 |
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
655 |
- |
2023-12-31 |
6,685 |
$280,000 |
0 |
|
| DeDora Capital Inc. |
102 |
- |
2024-03-31 |
6,966 |
$242,000 |
0 |
|
| HOWLAND CAPITAL MANAGEMENT INC |
|
- |
2023-12-31 |
5,750 |
$242,000 |
0 |
|
| First PREMIER Bank |
147 |
- |
2024-03-31 |
6,039 |
$209,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1485 |
- |
2023-12-31 |
2,620 |
$110,000 |
0 |
|
| FinTrust Capital Advisors LLC |
426 |
- |
2023-12-31 |
1,500 |
$63,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
329 |
- |
2023-06-30 |
1,000 |
$51,000 |
0 |
|
| GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
689 |
- |
2023-12-31 |
975 |
$41,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
479 |
- |
2024-03-31 |
1,000 |
$35,000 |
0 |
|
| Parallel Advisors LLC |
1651 |
- |
2023-12-31 |
767 |
$32,000 |
0 |
|
| Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
754 |
$32,000 |
0 |
|
| FIRST MANHATTAN CO |
984 |
- |
2023-12-31 |
600 |
$25,000 |
0 |
|
| SUMMIT INVESTMENT ADVISORS INC |
2602 |
- |
2023-12-31 |
421 |
$18,000 |
0 |
|
| PSI Advisors LLC |
405 |
- |
2024-03-31 |
500 |
$17,000 |
0 |
|
| Blume Capital Management Inc. |
221 |
- |
2023-12-31 |
400 |
$17,000 |
0 |
|
| IAG Wealth Partners LLC |
269 |
- |
2024-03-31 |
420 |
$15,000 |
0 |
|
| Westside Investment Management Inc. |
539 |
- |
2024-03-31 |
400 |
$14,000 |
0 |
|
| Raleigh Capital Management Inc. |
529 |
- |
2023-12-31 |
301 |
$13,000 |
0 |
|
| Farther Finance Advisors LLC |
1539 |
- |
2023-12-31 |
282 |
$12,000 |
0 |
|
| Larson Financial Group LLC |
1013 |
- |
2023-12-31 |
233 |
$10,000 |
0 |
|
| PFG Private Wealth Management LLC |
131 |
- |
2024-03-31 |
255 |
$9,000 |
0 |
|
| BARTLETT & CO. LLC |
985 |
- |
2023-12-31 |
200 |
$9,000 |
0 |
|
| Financial Perspectives Inc |
472 |
- |
2024-03-31 |
252 |
$9,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
992 |
- |
2023-12-31 |
200 |
$9,000 |
0 |
|
| Winch Advisory Services LLC |
270 |
- |
2023-12-31 |
185 |
$8,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
579 |
- |
2023-12-31 |
181 |
$8,000 |
0 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
644 |
- |
2023-12-31 |
199 |
$8,000 |
0 |
|
| Integrity Financial Corp /WA |
164 |
- |
2023-12-31 |
194 |
$8,000 |
0 |
|
| PFS Partners LLC |
313 |
- |
2024-03-31 |
200 |
$7,000 |
0 |
|
| BARRETT & COMPANY INC. |
448 |
- |
2024-03-31 |
200 |
$7,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
175 |
$7,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1199 |
- |
2023-12-31 |
176 |
$7,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
530 |
- |
2024-03-31 |
170 |
$6,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
1005 |
- |
2023-12-31 |
148 |
$6,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2370 |
- |
2024-03-31 |
140 |
$5,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1328 |
- |
2023-12-31 |
107 |
$5,000 |
0 |
|
| TSFG LLC |
592 |
- |
2024-03-31 |
105 |
$4,000 |
0 |
|
| VitalStone Financial LLC |
343 |
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
| Prestige Wealth Management Group LLC |
650 |
- |
2024-03-31 |
75 |
$3,000 |
0 |
|
| Archer Investment Corp |
840 |
- |
2023-12-31 |
60 |
$3,000 |
0 |
|
| Eukles Asset Management |
203 |
- |
2023-12-31 |
55 |
$2,000 |
0 |
|
| Aspire Private Capital LLC |
576 |
- |
2024-03-31 |
60 |
$2,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
415 |
- |
2023-12-31 |
34 |
$1,000 |
0 |
|
| Bogart Wealth LLC |
992 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| Tradewinds Capital Management LLC |
482 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
| NBT BANK N A /NY |
562 |
- |
2024-03-31 |
35 |
$1,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
699 |
- |
2024-03-31 |
21 |
$1,000 |
0 |
|
| Burleson & Company LLC |
371 |
- |
2022-12-31 |
7 |
$0 |
0 |
|
| HALLMARK CAPITAL MANAGEMENT INC |
328 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
|
54 Records found
|
1
|
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