| |
Institutional
Holders
Total
Institutions:
 |
152  17 |
|
|
Total
shares held :
|
3,895,117 |
|
|
% of shares
held :
|
11.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
|
Amount
of shares held :
|
92,097 |
|
|
% of shares
held change :
|
0.27% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$60.30 |
|
|
Last
Quarter's Ending
Price :
|
$76.00 |
|
|
Last
Quarter's Average
Price :
|
$65.94 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
15.89 (24.1%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  TOTH FINANCIAL ADVISORY CORP |
3 |
- |
2024-03-31 |
223,691 |
$19,568,000 |
-6,760 |
|
| Howard Capital Management Inc. |
14 |
- |
2023-12-31 |
84,198 |
$6,399,000 |
-6,613 |
|
| Aveo Capital Partners LLC |
49 |
- |
2023-12-31 |
65,651 |
$4,989,000 |
-194,986 |
|
| TOWER RESEARCH CAPITAL LLC |
262 |
- |
2023-12-31 |
65,392 |
$4,970,000 |
-2,616 |
|
| Advisor Group Holdings Inc. |
1795 |
- |
2023-12-31 |
28,586 |
$2,173,000 |
-7,010 |
|
| FIRST NATIONAL CORP /MA/ /ADV |
45 |
- |
2024-03-31 |
26,870 |
$2,042,000 |
-100 |
|
| SRS Capital Advisors Inc. |
61 |
- |
2023-12-31 |
26,171 |
$1,989,000 |
-1,365 |
|
| Rollins Financial |
31 |
- |
2023-12-31 |
22,963 |
$1,745,000 |
-17,618 |
|
| Robinson Value Management Ltd. |
36 |
- |
2024-03-31 |
19,472 |
$1,703,000 |
-212 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1357 |
- |
2023-12-31 |
20,385 |
$1,549,000 |
-18,064 |
|
| FINANCIAL ENGINES ADVISORS L.L.C. |
161 |
- |
2023-12-31 |
19,260 |
$1,464,000 |
-3,359 |
|
| Cassaday & Co Wealth Management LLC |
81 |
- |
2023-12-31 |
17,737 |
$1,348,000 |
-3,551 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
177 |
- |
2023-12-31 |
15,685 |
$1,192,000 |
-700 |
|
| GeoWealth Management LLC |
197 |
- |
2023-12-31 |
14,743 |
$1,120,000 |
-5,477 |
|
| LPL FINANCIAL CORP |
2927 |
- |
2023-12-31 |
14,391 |
$1,094,000 |
-3,036 |
|
| Meridian Wealth Management LLC |
276 |
- |
2023-12-31 |
11,686 |
$888,000 |
-28 |
|
| Atlantic Trust Group LLC |
680 |
- |
2023-12-31 |
10,668 |
$811,000 |
-310 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
315 |
- |
2023-12-31 |
10,525 |
$800,000 |
-8,021 |
|
| ADELL HARRIMAN & CARPENTER INC |
111 |
- |
2023-12-31 |
9,300 |
$707,000 |
-1,977 |
|
| TWO SIGMA SECURITIES LLC |
338 |
- |
2023-12-31 |
8,222 |
$625,000 |
-7,219 |
|
| Prosperity Wealth Management Inc. |
36 |
- |
2023-12-31 |
7,942 |
$604,000 |
-5,028 |
|
| Galvin Gaustad & Stein LLC |
123 |
- |
2024-03-31 |
6,055 |
$530,000 |
-500 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
255 |
- |
2023-12-31 |
6,830 |
$519,000 |
-1,425 |
|
| Orion Portfolio Solutions LLC |
1216 |
- |
2023-12-31 |
6,551 |
$486,000 |
-13,979 |
|
| Patriot Investment Management Inc. |
161 |
- |
2024-03-31 |
5,515 |
$482,000 |
-575 |
|
| Integrated Advisors Network LLC |
531 |
- |
2023-12-31 |
4,328 |
$329,000 |
-4,098 |
|
| TOWNSQUARE CAPITAL LLC |
1024 |
- |
2023-12-31 |
2,912 |
$221,000 |
-473 |
|
| MORGAN STANLEY |
5492 |
- |
2023-12-31 |
2,777 |
$211,000 |
-798 |
|
| FLOW TRADERS U.S. LLC |
645 |
- |
2023-12-31 |
2,653 |
$202,000 |
-47,850 |
|
| CITIGROUP INC |
3305 |
- |
2023-12-31 |
1,180 |
$90,000 |
-1,100 |
|
| Spire Wealth Management |
1088 |
- |
2023-12-31 |
886 |
$71,000 |
-206 |
|
| Sunbelt Securities Inc. |
778 |
- |
2024-03-31 |
810 |
$71,000 |
-12 |
|
| Qube Research & Technologies Ltd |
2979 |
- |
2023-12-31 |
438 |
$33,000 |
-3,526 |
|
| NATIXIS |
842 |
- |
2023-12-31 |
336 |
$26,000 |
-484 |
|
| HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
282 |
$21,000 |
-128 |
|
| BARCLAYS PLC |
3826 |
- |
2023-12-31 |
209 |
$16,000 |
-2,410 |
|
| J P MORGAN CHASE & CO |
5045 |
- |
2023-12-31 |
144 |
$11,000 |
-77 |
|
| UBS Group AG |
6377 |
- |
2023-12-31 |
71 |
$5,000 |
-695 |
|
| ANTONETTI CAPITAL MANAGEMENT LLC |
301 |
- |
2023-09-30 |
10 |
$1,000 |
-50 |
|
| Goss Wealth Management LLC |
3501 |
- |
2023-12-31 |
9 |
$1,000 |
-12 |
|
| Dougherty Wealth Advisers LLC |
|
- |
2023-12-31 |
4 |
$0 |
-4 |
|
|
41 Records found
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1
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