| |
Institutional
Holders
Total
Institutions:
 |
135  4 |
|
|
Total
shares held :
|
22,093,676 |
|
|
% of shares
held :
|
75.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
|
Amount
of shares held :
|
-156,553 |
|
|
% of shares
held change :
|
 -0.54% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.53 |
|
|
Last
Quarter's Ending
Price :
|
$61.53 |
|
|
Last
Quarter's Average
Price :
|
$57.79 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.90 (11.94%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
116 |
- |
2023-12-31 |
32,666 |
$2,010,000 |
0 |
|
| TRUST CO OF VERMONT |
129 |
- |
2024-03-31 |
30,278 |
$1,996,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1256 |
- |
2024-03-31 |
30,169 |
$1,988,000 |
0 |
|
| SAGEWORTH TRUST CO |
36 |
- |
2024-03-31 |
29,664 |
$1,955,000 |
0 |
|
| HM PAYSON & CO |
173 |
- |
2023-12-31 |
22,215 |
$1,367,000 |
0 |
|
| Sageworth Trust Co of South Dakota |
15 |
- |
2024-03-31 |
18,193 |
$1,199,000 |
0 |
|
| CLS INVESTMENT FIRM LLC |
713 |
- |
2022-12-31 |
19,846 |
$1,044,000 |
0 |
|
| SENTINEL TRUST CO LBA |
87 |
- |
2023-12-31 |
12,301 |
$757,000 |
0 |
|
| PACIFIC SUN FINANCIAL CORP |
79 |
- |
2024-03-31 |
9,950 |
$656,000 |
0 |
|
| M. Kraus & Co |
49 |
- |
2024-03-31 |
9,000 |
$593,000 |
0 |
|
| Firestone Capital Management |
75 |
- |
2023-12-31 |
8,160 |
$502,000 |
0 |
|
| EQUITABLE TRUST CO |
346 |
- |
2024-03-31 |
5,500 |
$363,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
898 |
- |
2024-03-31 |
5,262 |
$347,000 |
0 |
|
| Cresset Asset Management LLC |
1402 |
- |
2023-12-31 |
5,500 |
$338,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
244 |
- |
2023-12-31 |
5,000 |
$308,000 |
0 |
|
| Worth Financial Advisory Group LLC |
106 |
- |
2024-03-31 |
4,635 |
$305,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1509 |
- |
2023-12-31 |
4,706 |
$290,000 |
0 |
|
| FIFTH THIRD BANCORP |
904 |
- |
2024-03-31 |
4,261 |
$281,000 |
0 |
|
| BEESE FULMER INVESTMENT MANAGEMENT INC |
193 |
- |
2024-03-31 |
4,090 |
$270,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
642 |
- |
2023-12-31 |
4,381 |
$270,000 |
0 |
|
| David J Yvars Group |
60 |
- |
2024-03-31 |
4,060 |
$267,000 |
0 |
|
| Capital Wealth Alliance LLC |
|
- |
2023-12-31 |
3,637 |
$224,000 |
0 |
|
| SHEETS SMITH & ASSOCIATES INC |
298 |
- |
2023-09-30 |
3,900 |
$218,000 |
0 |
|
| Perigon Wealth Management LLC |
785 |
- |
2024-03-31 |
3,275 |
$216,000 |
0 |
|
| Key Financial Inc |
215 |
- |
2024-03-31 |
3,501 |
$215,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
208 |
- |
2023-12-31 |
2,350 |
$145,000 |
0 |
|
| FIRST FINANCIAL CORP /IN/ |
149 |
- |
2024-03-31 |
2,201 |
$145,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1169 |
- |
2023-12-31 |
2,306 |
$142,000 |
0 |
|
| PROEQUITIES INC. |
826 |
- |
2024-03-31 |
1,965 |
$130,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
628 |
- |
2023-12-31 |
1,538 |
$95,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1788 |
- |
2023-12-31 |
1,523 |
$94,000 |
0 |
|
| WEST OAK CAPITAL LLC |
158 |
- |
2024-03-31 |
1,300 |
$86,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
391 |
- |
2024-03-31 |
1,305 |
$86,000 |
0 |
|
| CWM LLC |
2155 |
- |
2024-03-31 |
921 |
$61,000 |
0 |
|
| PFS Partners LLC |
139 |
- |
2024-03-31 |
586 |
$39,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
595 |
- |
2024-03-31 |
404 |
$27,000 |
0 |
|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
165 |
- |
2022-12-31 |
429 |
$23,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1871 |
- |
2023-12-31 |
330 |
$20,000 |
0 |
|
| NBC SECURITIES INC. |
1464 |
- |
2024-03-31 |
300 |
$19,000 |
0 |
|
| FIRST MANHATTAN CO |
1091 |
- |
2023-12-31 |
200 |
$12,000 |
0 |
|
| Sunbelt Securities Inc. |
1213 |
- |
2024-03-31 |
159 |
$10,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1699 |
- |
2023-12-31 |
124 |
$8,000 |
0 |
|
| Global Retirement Partners LLC |
2212 |
- |
2024-03-31 |
122 |
$8,000 |
0 |
|
| MARK SHEPTOFF FINANCIAL PLANNING LLC |
314 |
- |
2023-12-31 |
100 |
$6,000 |
0 |
|
| APCM Wealth Management for Individuals |
125 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
|
45 Records found
|
1
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