|
Institutional
Holders
Total
Institutions:
|
400 12 |
|
Total
shares held :
|
22,882,950 |
|
% of shares
held :
|
89.91% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
29 |
|
Amount
of shares held :
|
2,312,216 |
|
% of shares
held change :
|
9.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$72.53 |
|
Last
Quarter's Ending
Price :
|
$83.63 |
|
Last
Quarter's Average
Price :
|
$75.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.71 (15.61%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Key Financial Inc |
12 |
- |
2024-03-31 |
67,086 |
$5,610,000 |
0 |
|
Barden Capital Management Inc. |
25 |
- |
2023-12-31 |
25,871 |
$1,896,000 |
0 |
|
Twelve Points Wealth Management LLC |
39 |
- |
2024-03-31 |
18,497 |
$1,614,000 |
0 |
|
Topel & Distasi Wealth Management LLC |
51 |
- |
2023-12-31 |
8,603 |
$719,000 |
0 |
|
Vawter Financial Ltd. |
35 |
- |
2023-12-31 |
7,369 |
$616,000 |
0 |
|
Summit Financial LLC |
237 |
- |
2024-03-31 |
6,382 |
$557,000 |
0 |
|
DIVERSIFIED INVESTMENT STRATEGIES LLC |
30 |
- |
2024-03-31 |
6,034 |
$526,000 |
0 |
|
Laraway Financial Inc |
71 |
- |
2023-12-31 |
5,035 |
$421,000 |
0 |
|
YALE CAPITAL CORP |
335 |
- |
2023-12-31 |
4,956 |
$414,000 |
0 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
429 |
- |
2023-12-31 |
4,252 |
$355,000 |
0 |
|
Steele Capital Management Inc. |
127 |
- |
2024-03-31 |
3,749 |
$327,000 |
0 |
|
Legacy Trust |
130 |
- |
2024-03-31 |
3,450 |
$301,000 |
0 |
|
Centerpoint Advisors LLC |
70 |
- |
2024-03-31 |
3,380 |
$295,000 |
0 |
|
9258 Wealth Management LLC |
295 |
- |
2024-03-31 |
2,763 |
$241,000 |
0 |
|
SOA Wealth Advisors LLC. |
170 |
- |
2024-03-31 |
2,596 |
$226,000 |
0 |
|
HANSON MCCLAIN, INC. |
770 |
- |
2024-03-31 |
2,368 |
$207,000 |
0 |
|
First Command Advisory Services Inc. |
166 |
- |
2024-03-31 |
1,810 |
$158,000 |
0 |
|
HBC Financial Services PLLC |
37 |
- |
2023-12-31 |
1,840 |
$153,000 |
0 |
|
Integrity Financial Corp /WA |
119 |
- |
2024-03-31 |
1,718 |
$150,000 |
0 |
|
GLENMEDE TRUST CO NA |
1174 |
- |
2023-12-31 |
1,658 |
$139,000 |
0 |
|
Bogart Wealth LLC |
258 |
- |
2024-03-31 |
1,332 |
$116,000 |
0 |
|
Sutton Wealth Advisors Inc. |
162 |
- |
2023-09-30 |
1,464 |
$107,000 |
0 |
|
BALLAST ADVISORS LLC |
131 |
- |
2024-03-31 |
1,128 |
$98,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
380 |
- |
2024-03-31 |
1,080 |
$94,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
292 |
- |
2024-03-31 |
1,000 |
$87,000 |
0 |
|
Financial Perspectives Inc |
221 |
- |
2024-03-31 |
961 |
$84,000 |
0 |
|
NBC SECURITIES INC. |
998 |
- |
2024-03-31 |
910 |
$79,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
236 |
- |
2024-03-31 |
728 |
$64,000 |
0 |
|
Iron Horse Wealth Management LLC |
86 |
- |
2024-03-31 |
584 |
$51,000 |
0 |
|
M&R CAPITAL MANAGEMENT INC |
232 |
- |
2024-03-31 |
551 |
$48,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
390 |
- |
2024-03-31 |
470 |
$41,000 |
0 |
|
HM PAYSON & CO |
640 |
- |
2023-12-31 |
440 |
$37,000 |
0 |
|
Beacon Capital Management LLC |
276 |
- |
2023-12-31 |
495 |
$36,000 |
0 |
|
Retirement Group LLC |
288 |
- |
2024-03-31 |
376 |
$33,000 |
0 |
|
TSFG LLC |
329 |
- |
2024-03-31 |
368 |
$32,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1583 |
- |
2023-12-31 |
365 |
$31,000 |
0 |
|
UMB BANK N A/MO |
956 |
- |
2024-03-31 |
343 |
$30,000 |
0 |
|
Park Place Capital Corp |
487 |
- |
2024-03-31 |
321 |
$28,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
402 |
- |
2023-12-31 |
328 |
$27,000 |
0 |
|
Lindbrook Capital LLC |
1081 |
- |
2024-03-31 |
300 |
$26,000 |
0 |
|
Founders Capital Management |
213 |
- |
2024-03-31 |
252 |
$22,000 |
0 |
|
Laurel Wealth Advisors LLC |
355 |
- |
2023-12-31 |
223 |
$19,000 |
0 |
|
Lowe fs LLC |
170 |
- |
2024-03-31 |
214 |
$19,000 |
0 |
|
Westside Investment Management Inc. |
499 |
- |
2024-03-31 |
205 |
$18,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
452 |
- |
2024-03-31 |
200 |
$17,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
250 |
- |
2023-12-31 |
181 |
$15,000 |
0 |
|
Cherry Tree Wealth Management LLC |
369 |
- |
2024-03-31 |
118 |
$10,000 |
0 |
|
IAG Wealth Partners LLC |
334 |
- |
2024-03-31 |
99 |
$9,000 |
0 |
|
McIlrath & Eck LLC |
594 |
- |
2023-12-31 |
100 |
$8,000 |
0 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
238 |
- |
2024-03-31 |
96 |
$8,000 |
0 |
|
Paladin Advisory Group LLC |
200 |
- |
2023-12-31 |
96 |
$8,000 |
0 |
|
ADIRONDACK TRUST CO |
377 |
- |
2024-03-31 |
75 |
$7,000 |
0 |
|
RE Dickinson Investment Advisors LLC |
172 |
- |
2023-12-31 |
81 |
$7,000 |
0 |
|
Ambassador Advisors LLC |
233 |
- |
2023-12-31 |
66 |
$5,000 |
0 |
|
Kozak & Associates Inc. |
276 |
- |
2023-12-31 |
64 |
$5,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
895 |
- |
2023-12-31 |
61 |
$5,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
622 |
- |
2023-12-31 |
64 |
$5,000 |
0 |
|
Team Financial Group LLC |
146 |
- |
2023-12-31 |
65 |
$5,000 |
0 |
|
JDM Financial Group LLC |
183 |
- |
2023-12-31 |
45 |
$4,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
613 |
- |
2024-03-31 |
50 |
$4,000 |
0 |
|
Archer Investment Corp |
834 |
- |
2023-12-31 |
32 |
$3,000 |
0 |
|
Russell Investments Group Ltd. |
2883 |
- |
2023-12-31 |
25 |
$2,000 |
0 |
|
Orion Capital Management LLC |
449 |
- |
2023-12-31 |
24 |
$2,000 |
0 |
|
Rosenberg Matthew Hamilton |
748 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
Independence Bank of Kentucky |
503 |
- |
2024-03-31 |
27 |
$2,000 |
0 |
|
Planning Capital Management Corp |
574 |
- |
2024-03-31 |
18 |
$2,000 |
0 |
|
PFG Private Wealth Management LLC |
183 |
- |
2024-03-31 |
26 |
$2,000 |
0 |
|
New Millennium Group LLC |
328 |
- |
2023-12-31 |
22 |
$2,000 |
0 |
|
FOSTER DYKEMA CABOT & CO INC/MA |
307 |
- |
2023-09-30 |
32 |
$2,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
1297 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
583 |
- |
2024-03-31 |
8 |
$1,000 |
0 |
|
Global Wealth Management Investment Advisory Inc. |
433 |
- |
2023-12-31 |
8 |
$1,000 |
0 |
|
Financial Gravity Wealth Inc. |
609 |
- |
2023-12-31 |
10 |
$1,000 |
0 |
|
Efficient Wealth Management LLC |
1091 |
- |
2024-03-31 |
0 |
$1,000 |
0 |
|
BerganKDV Wealth Management LLC |
833 |
- |
2023-06-30 |
3 |
$0 |
0 |
|
Farther Finance Advisors LLC |
3100 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
76 Records found
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1
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