| |
Institutional
Holders
Total
Institutions:
 |
174  0 |
|
|
Total
shares held :
|
15,613,876 |
|
|
% of shares
held :
|
46.96% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
|
Amount
of shares held :
|
6,276,538 |
|
|
% of shares
held change :
|
18.88% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$53.35 |
|
|
Last
Quarter's Ending
Price :
|
$65.07 |
|
|
Last
Quarter's Average
Price :
|
$57.50 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
17.45 (30.35%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CAPITAL INVESTMENT COUNSEL INC |
17 |
- |
2024-03-31 |
81,702 |
$6,334,000 |
0 |
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
42 |
- |
2024-03-31 |
57,473 |
$4,455,000 |
0 |
|
| Ariel Capital Advisors LLC |
|
- |
2024-03-31 |
44,500 |
$3,450,000 |
0 |
|
| ALLIANCEBERNSTEIN L.P. |
1787 |
- |
2023-12-31 |
40,000 |
$2,603,000 |
0 |
|
| Apollon Financial LLC |
|
- |
2024-03-31 |
30,800 |
$2,388,000 |
0 |
|
| FIRST NATIONAL CORP /MA/ /ADV |
40 |
- |
2024-03-31 |
32,616 |
$2,122,000 |
0 |
|
| D. SCOTT NEAL INC. |
19 |
- |
2024-03-31 |
22,904 |
$1,776,000 |
0 |
|
| HYMAN CHARLES D |
105 |
- |
2023-12-31 |
24,800 |
$1,614,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
160 |
- |
2023-12-31 |
17,333 |
$1,128,000 |
0 |
|
| DONALDSON CAPITAL MANAGEMENT LLC |
125 |
- |
2024-03-31 |
12,000 |
$930,000 |
0 |
|
| Evolution Wealth Advisors LLC |
61 |
- |
2024-03-31 |
11,532 |
$894,000 |
0 |
|
| Steel Peak Wealth Management LLC |
255 |
- |
2024-03-31 |
8,880 |
$688,000 |
0 |
|
| Grandview Asset Management LLC |
62 |
- |
2024-03-31 |
8,200 |
$636,000 |
0 |
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
82 |
- |
2024-03-31 |
8,060 |
$625,000 |
0 |
|
| Charter Oak Capital Management LLC |
106 |
- |
2024-03-31 |
7,215 |
$559,000 |
0 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
264 |
- |
2023-12-31 |
6,884 |
$448,000 |
0 |
|
| Sage Mountain Advisors LLC |
184 |
- |
2024-03-31 |
5,452 |
$423,000 |
0 |
|
| CREDIT SUISSE/ |
2723 |
- |
2023-12-31 |
6,000 |
$390,000 |
0 |
|
| TruWealth Advisors LLC |
117 |
- |
2024-03-31 |
4,829 |
$374,000 |
0 |
|
| COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
4,720 |
$366,000 |
0 |
|
| WEST MICHIGAN ADVISORS LLC |
101 |
- |
2023-12-31 |
5,200 |
$338,000 |
0 |
|
| BERKSHIRE ASSET MANAGEMENT INC/PA |
188 |
- |
2023-12-31 |
5,124 |
$333,000 |
0 |
|
| SRS Capital Advisors Inc. |
216 |
- |
2023-12-31 |
4,960 |
$323,000 |
0 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
407 |
- |
2023-12-31 |
4,944 |
$322,000 |
0 |
|
| WESBANCO BANK INC |
481 |
- |
2024-03-31 |
4,000 |
$310,000 |
0 |
|
| DAYMARK WEALTH PARTNERS LLC |
336 |
- |
2024-03-31 |
3,920 |
$304,000 |
0 |
|
| GABLES CAPITAL MANAGEMENT INC. |
98 |
- |
2023-12-31 |
4,530 |
$295,000 |
0 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
601 |
- |
2023-12-31 |
4,260 |
$277,000 |
0 |
|
| Cassaday & Co Wealth Management LLC |
223 |
- |
2023-12-31 |
4,057 |
$264,000 |
0 |
|
| Kovack Advisors Inc. |
396 |
- |
2024-03-31 |
3,148 |
$244,000 |
0 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
|
- |
2024-03-31 |
3,094 |
$240,000 |
0 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
2,680 |
$208,000 |
0 |
|
| SG AMERICAS SECURITIES LLC |
1895 |
- |
2023-12-31 |
3,000 |
$195,000 |
0 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
2,500 |
$194,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
1,861 |
$144,000 |
0 |
|
| US BANCORP |
2452 |
- |
2023-12-31 |
1,130 |
$74,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2914 |
- |
2023-12-31 |
846 |
$55,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
321 |
- |
2023-12-31 |
800 |
$52,000 |
0 |
|
| CITIGROUP INC |
4139 |
- |
2023-12-31 |
200 |
$13,000 |
0 |
|
| Venturi Wealth Management LLC |
878 |
- |
2024-03-31 |
152 |
$12,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
528 |
- |
2024-03-31 |
120 |
$9,000 |
0 |
|
| Tradition Wealth Management LLC |
1072 |
- |
2023-12-31 |
100 |
$7,000 |
0 |
|
| Cribstone Capital Management LLC |
283 |
- |
2022-12-31 |
134 |
$6,000 |
0 |
|
| American Capital Advisory LLC |
327 |
- |
2024-03-31 |
80 |
$4,000 |
0 |
|
| Burleson & Company LLC |
299 |
- |
2022-12-31 |
100 |
$4,000 |
0 |
|
| Signature Resources Capital Management LLC |
286 |
- |
2024-03-31 |
40 |
$3,000 |
0 |
|
| Archer Investment Corp |
936 |
- |
2023-12-31 |
8 |
$1,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
6286 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| HUNTINGTON NATIONAL BANK |
|
- |
2024-03-31 |
1 |
$0 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
50 Records found
|
1
|
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