| |
Institutional
Holders
Total
Institutions:
 |
126  3 |
|
|
Total
shares held :
|
7,450,196 |
|
|
% of shares
held :
|
27.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-629,401 |
|
|
% of shares
held change :
|
-2.33% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.39 |
|
|
Last
Quarter's Ending
Price :
|
$27.29 |
|
|
Last
Quarter's Average
Price :
|
$24.64 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.28 (1.14%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  OSBORNE PARTNERS CAPITAL MANAGEMENT |
9 |
- |
2024-03-31 |
1,145,536 |
$29,887,000 |
76,633 |
|
| JANE STREET GROUP LLC |
1147 |
- |
2023-12-31 |
272,803 |
$7,445,000 |
72,513 |
|
| AWM CAPITAL LLC |
19 |
- |
2024-03-31 |
241,347 |
$6,297,000 |
19,421 |
|
| Money Design Co.Ltd. |
49 |
- |
2024-03-31 |
213,473 |
$5,570,000 |
18,033 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
132 |
- |
2023-12-31 |
98,101 |
$2,677,000 |
96,364 |
|
| Idaho Trust Bank |
31 |
- |
2023-12-31 |
72,779 |
$1,986,000 |
26,418 |
|
| RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
71,133 |
$1,941,000 |
1,972 |
|
| BBJS FINANCIAL ADVISORS LLC |
26 |
- |
2023-12-31 |
66,285 |
$1,809,000 |
590 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2650 |
- |
2023-12-31 |
52,979 |
$1,446,000 |
10,012 |
|
| Personal Capital Advisors Corp |
226 |
- |
2022-12-31 |
52,335 |
$1,401,000 |
42,612 |
|
| Private Advisor Group LLC |
1044 |
- |
2023-12-31 |
42,274 |
$1,154,000 |
4,091 |
|
| ROYAL BANK OF CANADA |
3007 |
- |
2023-12-31 |
41,098 |
$1,121,000 |
4,874 |
|
| Kestra Advisory Services LLC |
1192 |
- |
2023-12-31 |
32,159 |
$878,000 |
2,085 |
|
| Spire Wealth Management |
408 |
- |
2024-03-31 |
32,495 |
$848,000 |
13,506 |
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
101 |
- |
2023-12-31 |
23,970 |
$654,000 |
4,180 |
|
| New England Private Wealth Advisors LLC |
81 |
- |
2023-12-31 |
23,257 |
$635,000 |
92 |
|
| DiMeo Schneider & Associates L.L.C. |
85 |
- |
2023-12-31 |
15,422 |
$421,000 |
203 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1449 |
- |
2023-12-31 |
14,701 |
$401,000 |
1,389 |
|
| Alhambra Investment Partners LLC |
111 |
- |
2024-03-31 |
15,216 |
$397,000 |
372 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
360 |
- |
2023-12-31 |
13,661 |
$373,000 |
174 |
|
| BB&T CORP |
2136 |
- |
2023-12-31 |
13,173 |
$359,000 |
183 |
|
| AMERIPRISE FINANCIAL INC |
3511 |
- |
2023-12-31 |
11,994 |
$327,000 |
161 |
|
| J P MORGAN CHASE & CO |
3907 |
- |
2023-12-31 |
11,574 |
$316,000 |
10,632 |
|
| Empower Advisory Group LLC |
397 |
- |
2023-12-31 |
10,869 |
$297,000 |
612 |
|
| Goss Wealth Management LLC |
1837 |
- |
2023-12-31 |
4,895 |
$134,000 |
495 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2750 |
- |
2023-12-31 |
2,769 |
$76,000 |
11 |
|
| PRIVATE TRUST CO NA |
1030 |
- |
2024-03-31 |
2,350 |
$61,000 |
718 |
|
| CWM LLC |
2324 |
- |
2024-03-31 |
1,744 |
$46,000 |
1,657 |
|
| Raleigh Capital Management Inc. |
445 |
- |
2023-12-31 |
747 |
$20,000 |
5 |
|
|
29 Records found
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1
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