|
Institutional
Holders
Total
Institutions:
|
117 12 |
|
Total
shares held :
|
7,657,385 |
|
% of shares
held :
|
6.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
-1,355,007 |
|
% of shares
held change :
|
-1.1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.96 |
|
Last
Quarter's Ending
Price :
|
$51.15 |
|
Last
Quarter's Average
Price :
|
$50.47 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.67 (1.33%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Financial Gravity Wealth Inc. |
96 |
- |
2023-12-31 |
56,097 |
$3,859,000 |
0 |
|
COURAGE MILLER PARTNERS, LLC |
57 |
- |
2024-03-31 |
10,168 |
$524,000 |
0 |
|
Rehmann Capital Advisory Group |
315 |
- |
2023-12-31 |
9,722 |
$497,000 |
0 |
|
DIMENSION CAPITAL MANAGEMENT PARTNERS |
66 |
- |
2023-12-31 |
9,398 |
$481,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
652 |
- |
2023-12-31 |
8,000 |
$409,000 |
0 |
|
Atria Wealth Solutions Inc. |
1417 |
- |
2023-12-31 |
6,400 |
$327,000 |
0 |
|
DIVERSIFIED TRUST CO |
630 |
- |
2024-03-31 |
6,330 |
$326,000 |
0 |
|
Evanson Asset Management LLC |
229 |
- |
2024-03-31 |
6,306 |
$325,000 |
0 |
|
ATWOOD & PALMER INC |
130 |
- |
2024-03-31 |
4,900 |
$252,000 |
0 |
|
Columbus Macro LLC |
158 |
- |
2024-03-31 |
4,816 |
$248,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1609 |
- |
2023-12-31 |
645 |
$33,000 |
0 |
|
SMITHFIELD TRUST CO |
637 |
- |
2023-12-31 |
558 |
$29,000 |
0 |
|
Pinnacle Bank |
521 |
- |
2024-03-31 |
455 |
$23,000 |
0 |
|
Sargent Bickham Lagudis LLC |
651 |
- |
2022-12-31 |
279 |
$14,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
717 |
- |
2022-12-31 |
200 |
$10,000 |
0 |
|
McIlrath & Eck LLC |
579 |
- |
2023-12-31 |
178 |
$9,000 |
0 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
225 |
- |
2023-12-31 |
174 |
$9,000 |
0 |
|
FIRST MANHATTAN CO |
1173 |
- |
2023-12-31 |
113 |
$6,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
797 |
- |
2023-12-31 |
90 |
$5,000 |
0 |
|
Element Wealth LLC |
230 |
- |
2023-12-31 |
82 |
$4,000 |
0 |
|
Rosenberg Matthew Hamilton |
734 |
- |
2024-03-31 |
63 |
$3,000 |
0 |
|
PROEQUITIES INC. |
6498 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
22 Records found
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1
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