| |
Institutional
Holders
Total
Institutions:
 |
184  6 |
|
|
Total
shares held :
|
18,050,044 |
|
|
% of shares
held :
|
88.89% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
|
Amount
of shares held :
|
-780,736 |
|
|
% of shares
held change :
|
 -3.84% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.70 |
|
|
Last
Quarter's Ending
Price :
|
$38.81 |
|
|
Last
Quarter's Average
Price :
|
$36.34 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.93 (16.32%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RATHBONE BROTHERS PLC |
125 |
- |
2023-12-31 |
418,971 |
$16,260,000 |
0 |
|
| FOSTER DYKEMA CABOT & CO INC/MA |
29 |
- |
2023-09-30 |
111,153 |
$3,860,000 |
0 |
|
| GLENMEDE TRUST CO NA |
490 |
- |
2023-12-31 |
72,894 |
$2,829,000 |
0 |
|
| CLEAR HARBOR ASSET MANAGEMENT, LLC |
141 |
- |
2023-12-31 |
26,508 |
$1,029,000 |
0 |
|
| Bridgewater Advisors Inc. |
75 |
- |
2024-03-31 |
22,254 |
$952,000 |
0 |
|
| CAPITAL CITY TRUST CO/FL |
69 |
- |
2023-12-31 |
22,116 |
$858,000 |
0 |
|
| WESCAP Management Group Inc. |
59 |
- |
2023-12-31 |
21,332 |
$828,000 |
0 |
|
| Cresset Asset Management LLC |
1016 |
- |
2023-12-31 |
18,481 |
$717,000 |
0 |
|
| Farrow Financial Inc. |
|
- |
2024-03-31 |
16,100 |
$689,000 |
0 |
|
| Holt Capital Advisors L.L.C. dba Holt Capital Part |
104 |
- |
2023-12-31 |
16,175 |
$628,000 |
0 |
|
| TRUST CO OF VERMONT |
|
- |
2024-03-31 |
11,550 |
$494,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3040 |
- |
2024-03-31 |
11,311 |
$484,000 |
0 |
|
| Values Added Financial LLC |
52 |
- |
2024-03-31 |
10,878 |
$466,000 |
0 |
|
| Addison Advisors LLC |
96 |
- |
2023-12-31 |
11,325 |
$440,000 |
0 |
|
| FIDUCIARY TRUST CO |
482 |
- |
2023-12-31 |
10,726 |
$416,000 |
0 |
|
| ANDERSON FISHER LLC |
69 |
- |
2024-03-31 |
8,700 |
$372,000 |
0 |
|
| DIVERSIFIED TRUST CO |
614 |
- |
2024-03-31 |
7,932 |
$339,000 |
0 |
|
| N.E.W. Advisory Services LLC |
129 |
- |
2024-03-31 |
7,851 |
$336,000 |
0 |
|
| Rollins Financial |
78 |
- |
2023-12-31 |
8,055 |
$313,000 |
0 |
|
| SEAWARD MANAGEMENT CORP |
|
- |
2023-12-31 |
7,365 |
$286,000 |
0 |
|
| PROSPERA FINANCIAL SERVICES |
873 |
- |
2023-12-31 |
7,296 |
$283,000 |
0 |
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
151 |
- |
2024-03-31 |
6,525 |
$279,000 |
0 |
|
| Highview Capital Management LLC/DE/ |
108 |
- |
2024-03-31 |
5,802 |
$248,000 |
0 |
|
| Evanson Asset Management LLC |
265 |
- |
2024-03-31 |
5,648 |
$242,000 |
0 |
|
| Morris Retirement Advisors LLC |
|
- |
2024-03-31 |
5,449 |
$233,000 |
0 |
|
| WAGNER CAPITAL MANAGEMENT CORP |
287 |
- |
2024-03-31 |
5,454 |
$233,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
1144 |
- |
2024-03-31 |
5,412 |
$232,000 |
0 |
|
| Tortoise Investment Management LLC |
199 |
- |
2023-12-31 |
5,595 |
$217,000 |
0 |
|
| RDL FINANCIAL INC |
102 |
- |
2024-03-31 |
5,888 |
$213,000 |
0 |
|
| UMB BANK N A/MO |
575 |
- |
2024-03-31 |
4,680 |
$200,000 |
0 |
|
| Koesten Hirschmann & Crabtree INC. |
28 |
- |
2023-12-31 |
4,860 |
$189,000 |
0 |
|
| SMITHFIELD TRUST CO |
330 |
- |
2023-12-31 |
4,647 |
$180,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
269 |
- |
2024-03-31 |
2,425 |
$104,000 |
0 |
|
| Washington Trust Advisors Inc. |
248 |
- |
2023-12-31 |
2,544 |
$99,000 |
0 |
|
| CITIGROUP INC |
3272 |
- |
2023-12-31 |
2,550 |
$99,000 |
0 |
|
| PRIVATE TRUST CO NA |
976 |
- |
2024-03-31 |
1,734 |
$74,000 |
0 |
|
| Capital Analysts Inc. |
585 |
- |
2023-12-31 |
1,809 |
$70,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1151 |
- |
2024-03-31 |
1,639 |
$70,000 |
0 |
|
| CLEAN YIELD GROUP |
|
- |
2023-12-31 |
1,768 |
$69,000 |
0 |
|
| Parallel Advisors LLC |
1303 |
- |
2023-12-31 |
1,671 |
$65,000 |
0 |
|
| PROFFITT & GOODSON INC |
158 |
- |
2024-03-31 |
1,186 |
$51,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
454 |
- |
2022-12-31 |
483 |
$45,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1583 |
- |
2023-12-31 |
1,128 |
$44,000 |
0 |
|
| NBC SECURITIES INC. |
1196 |
- |
2024-03-31 |
960 |
$41,000 |
0 |
|
| PrairieView Partners LLC |
206 |
- |
2024-03-31 |
798 |
$35,000 |
0 |
|
| Asset Dedication LLC |
504 |
- |
2024-03-31 |
780 |
$33,000 |
0 |
|
| Westside Investment Management Inc. |
465 |
- |
2024-03-31 |
540 |
$23,000 |
0 |
|
| Cranbrook Wealth Management LLC |
192 |
- |
2024-03-31 |
540 |
$23,000 |
0 |
|
| Sachetta LLC |
388 |
- |
2024-03-31 |
293 |
$11,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
219 |
$9,000 |
0 |
|
| Farther Finance Advisors LLC |
1711 |
- |
2023-12-31 |
206 |
$8,000 |
0 |
|
| Mine & Arao Wealth Creation & Management LLC. |
242 |
- |
2023-12-31 |
149 |
$6,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
34 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
54 Records found
|
1
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