|
Institutional
Holders
Total
Institutions:
|
90 0 |
|
Total
shares held :
|
900,624 |
|
% of shares
held :
|
50.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-16,286 |
|
% of shares
held change :
|
-0.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.80 |
|
Last
Quarter's Ending
Price :
|
$95.00 |
|
Last
Quarter's Average
Price :
|
$88.82 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.02 (18.04%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SageView Advisory Group LLC |
206 |
*New |
2024-03-31 |
18,841 |
$944,000 |
18,841 |
|
Idaho Trust Bank |
52 |
*New |
2024-03-31 |
4,878 |
$516,000 |
4,878 |
|
MARINER WEALTH ADVISORS, LLC |
1916 |
*New |
2023-12-31 |
5,370 |
$510,000 |
5,370 |
|
HIGHTOWER ADVISORS, LLC |
2833 |
*New |
2024-03-31 |
2,192 |
$232,000 |
2,192 |
|
JANNEY MONTGOMERY SCOTT LLC |
2503 |
*New |
2024-03-31 |
2,061 |
$218,000 |
2,061 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2340 |
*New |
2023-12-31 |
2,266 |
$215,000 |
2,266 |
|
MITCHELL SINKLER & STARR/PA |
154 |
*New |
2024-03-31 |
1,990 |
$211,000 |
1,990 |
|
PATHSTONE FAMILY OFFICE, LLC |
1494 |
*New |
2023-09-30 |
1,857 |
$209,000 |
1,857 |
|
Buckingham Strategic Partners |
390 |
*New |
2023-12-31 |
2,155 |
$205,000 |
2,155 |
|
Householder Group Estate & Retirement Specialist L |
442 |
*New |
2024-03-31 |
567 |
$60,000 |
567 |
|
CWM LLC |
2577 |
*New |
2024-03-31 |
307 |
$32,000 |
307 |
|
YHB INVESTMENT ADVISORS, INC. |
676 |
*New |
2024-03-31 |
100 |
$11,000 |
100 |
|
Parallel Advisors LLC |
2666 |
*New |
2024-03-31 |
25 |
$3,000 |
25 |
|
Trust Co |
323 |
*New |
2024-03-31 |
6 |
$1,000 |
6 |
|
|
14 Records found
|
1
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Page 1 of 1 |
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