| |
Institutional
Holders
Total
Institutions:
 |
247  10 |
|
|
Total
shares held :
|
10,424,680 |
|
|
% of shares
held :
|
67.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
434,078 |
|
|
% of shares
held change :
|
2.8% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$81.46 |
|
|
Last
Quarter's Ending
Price :
|
$95.32 |
|
|
Last
Quarter's Average
Price :
|
$85.96 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.93 (5.74%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MOLLER FINANCIAL SERVICES |
28 |
- |
2024-03-31 |
14,224 |
$1,341,000 |
0 |
|
| DAVIDSON TRUST CO |
37 |
- |
2023-12-31 |
11,999 |
$1,144,000 |
0 |
|
| GIBSON CAPITAL MANAGEMENT, LTD. |
21 |
- |
2024-03-31 |
8,995 |
$848,000 |
0 |
|
| Key Financial Inc |
105 |
- |
2024-03-31 |
6,500 |
$620,000 |
0 |
|
| Kohmann Bosshard Financial Services LLC |
103 |
- |
2024-03-31 |
6,145 |
$579,000 |
0 |
|
| AWM CAPITAL LLC |
54 |
- |
2024-03-31 |
5,970 |
$563,000 |
0 |
|
| SUMMIT FINANCIAL GROUP INC |
113 |
- |
2024-03-31 |
5,877 |
$554,000 |
0 |
|
| Clientfirst Wealth Management LLC |
16 |
- |
2023-09-30 |
6,252 |
$518,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
63 |
- |
2023-12-31 |
5,259 |
$501,000 |
0 |
|
| BURNS WEALTH MANAGEMENT, INC. |
338 |
- |
2023-12-31 |
5,070 |
$483,000 |
0 |
|
| GLENMEDE TRUST CO NA |
925 |
- |
2023-12-31 |
4,800 |
$458,000 |
0 |
|
| Resources Investment Advisors Inc. |
778 |
- |
2023-12-31 |
4,363 |
$416,000 |
0 |
|
| DEUTSCHE BANK AG |
2549 |
- |
2023-12-31 |
3,200 |
$305,000 |
0 |
|
| Kingsview Wealth Management LLC |
782 |
- |
2023-12-31 |
3,013 |
$287,000 |
0 |
|
| KOCHIS FITZ/QUINTILE LLC |
250 |
- |
2024-03-31 |
3,035 |
$286,000 |
0 |
|
| SCBT FINANCIAL CORP |
224 |
- |
2023-12-31 |
2,975 |
$284,000 |
0 |
|
| Autumn Glory Partners LLC |
|
- |
2024-03-31 |
2,640 |
$249,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
647 |
- |
2023-12-31 |
2,199 |
$210,000 |
0 |
|
| HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
|
- |
2024-03-31 |
2,150 |
$203,000 |
0 |
|
| Sachetta LLC |
146 |
- |
2024-03-31 |
2,029 |
$193,000 |
0 |
|
| CAMBRIDGE TRUST CO |
273 |
- |
2023-12-31 |
1,938 |
$185,000 |
0 |
|
| Venturi Wealth Management LLC |
356 |
- |
2024-03-31 |
1,900 |
$179,000 |
0 |
|
| PRIVATE TRUST CO NA |
762 |
- |
2024-03-31 |
1,441 |
$136,000 |
0 |
|
| MTM Investment Management LLC |
200 |
- |
2024-03-31 |
1,292 |
$122,000 |
0 |
|
| COCONUT GROVE BANK |
|
- |
2024-03-31 |
1,003 |
$95,000 |
0 |
|
| HHM Wealth Advisors LLC |
228 |
- |
2023-12-31 |
825 |
$79,000 |
0 |
|
| Coston McIsaac & Partners |
165 |
- |
2024-03-31 |
813 |
$76,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
275 |
- |
2023-12-31 |
800 |
$76,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
313 |
- |
2023-12-31 |
601 |
$57,000 |
0 |
|
| Laurel Wealth Advisors LLC |
271 |
- |
2023-12-31 |
567 |
$54,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
555 |
- |
2024-03-31 |
430 |
$41,000 |
0 |
|
| ANCORA ADVISORS, LLC |
992 |
- |
2023-12-31 |
358 |
$34,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
459 |
- |
2024-03-31 |
345 |
$33,000 |
0 |
|
| Spire Wealth Management |
1442 |
- |
2024-03-31 |
252 |
$24,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2324 |
- |
2023-12-31 |
244 |
$23,000 |
0 |
|
| NBC SECURITIES INC. |
1416 |
- |
2024-03-31 |
238 |
$22,000 |
0 |
|
| DUNCKER STREETT & CO INC |
372 |
- |
2024-03-31 |
200 |
$19,000 |
0 |
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
136 |
- |
2023-12-31 |
200 |
$19,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
590 |
- |
2023-12-31 |
165 |
$16,000 |
0 |
|
| APCM Wealth Management for Individuals |
95 |
- |
2024-03-31 |
155 |
$15,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
455 |
- |
2024-03-31 |
156 |
$13,000 |
0 |
|
| MOTCO |
389 |
- |
2023-12-31 |
137 |
$13,000 |
0 |
|
| Jackson Hole Capital Partners LLC |
248 |
- |
2023-12-31 |
115 |
$11,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
99 |
$9,000 |
0 |
|
| Financial Perspectives Inc |
479 |
- |
2024-03-31 |
90 |
$8,000 |
0 |
|
| THOMPSON SIEGEL & WALMSLEY LLC |
485 |
- |
2023-12-31 |
85 |
$8,000 |
0 |
|
| EPG Wealth Management LLC |
387 |
- |
2023-12-31 |
80 |
$7,000 |
0 |
|
| Clear Perspectives Financial Planning LLC |
154 |
- |
2023-03-31 |
78 |
$7,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
60 |
$6,000 |
0 |
|
| Farther Finance Advisors LLC |
2079 |
- |
2023-12-31 |
41 |
$4,000 |
0 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
97 |
- |
2023-12-31 |
41 |
$4,000 |
0 |
|
| ORG Partners LLC |
767 |
- |
2023-12-31 |
41 |
$4,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
1022 |
- |
2024-03-31 |
32 |
$3,000 |
0 |
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
718 |
- |
2023-12-31 |
30 |
$3,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
595 |
- |
2023-06-30 |
22 |
$2,000 |
0 |
|
| Parallel Advisors LLC |
2777 |
- |
2023-12-31 |
23 |
$2,000 |
0 |
|
| Salomon & Ludwin LLC |
|
- |
2024-03-31 |
17 |
$2,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
16 |
$2,000 |
0 |
|
| Retirement Group LLC |
|
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| Covestor Ltd |
2211 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
3 |
$0 |
0 |
|
| DHJJ Financial Advisors Ltd. |
740 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
62 Records found
|
1
|
Page 1 of 1 |
|
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|
0.28 (0.31%) 
