| |
Institutional
Holders
Total
Institutions:
 |
393  20 |
|
|
Total
shares held :
|
36,103,673 |
|
|
% of shares
held :
|
78.67% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
46 |
|
|
Amount
of shares held :
|
2,455,828 |
|
|
% of shares
held change :
|
5.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$70.55 |
|
|
Last
Quarter's Ending
Price :
|
$79.34 |
|
|
Last
Quarter's Average
Price :
|
$73.71 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.25 (8.48%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF NEW YORK MELLON CORP |
546 |
*New |
2024-03-31 |
1,562,136 |
$127,361,000 |
1,562,136 |
|
| RSM US WEALTH MANAGEMENT LLC |
52 |
*New |
2024-03-31 |
218,638 |
$17,826,000 |
218,638 |
|
| EisnerAmper Wealth Management Corporate Benefits L |
5 |
*New |
2023-12-31 |
162,939 |
$12,928,000 |
162,939 |
|
| Regency Capital Management Inc.DE |
|
*New |
2023-12-31 |
52,947 |
$4,201,000 |
52,947 |
|
| Werba Rubin Papier Wealth Management |
|
*New |
2024-03-31 |
30,602 |
$2,495,000 |
30,602 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
80 |
*New |
2023-12-31 |
26,658 |
$2,115,000 |
26,658 |
|
| GSA CAPITAL PARTNERS LLP |
120 |
*New |
2024-03-31 |
23,919 |
$1,950,000 |
23,919 |
|
| BAXTER BROS INC |
|
*New |
2024-03-31 |
22,598 |
$1,842,000 |
22,598 |
|
| FLOW TRADERS U.S. LLC |
270 |
*New |
2023-12-31 |
18,287 |
$1,451,000 |
18,287 |
|
| MISSION WEALTH MANAGEMENT LLC |
|
*New |
2024-03-31 |
17,475 |
$1,425,000 |
17,475 |
|
| Gladstone Institutional Advisory LLC |
265 |
*New |
2023-12-31 |
15,005 |
$1,191,000 |
15,005 |
|
| RESOLUTE FINANCIAL LLC |
34 |
*New |
2022-12-31 |
12,315 |
$858,000 |
12,315 |
|
| ROOF EIDAM & MAYCOCK/ADV |
71 |
*New |
2023-12-31 |
7,582 |
$602,000 |
7,582 |
|
| Barry Investment Advisors LLC |
64 |
*New |
2024-03-31 |
7,215 |
$588,000 |
7,215 |
|
| MMBG INVESTMENT ADVISORS CO. |
123 |
*New |
2023-12-31 |
6,241 |
$495,000 |
6,241 |
|
| Crabel Capital Management LLC |
103 |
*New |
2023-12-31 |
3,597 |
$285,000 |
3,597 |
|
| InterOcean Capital Group LLC |
375 |
*New |
2023-12-31 |
3,376 |
$268,000 |
3,376 |
|
| REGAL INVESTMENT ADVISORS, LLC |
480 |
*New |
2023-12-31 |
2,901 |
$230,000 |
2,901 |
|
| Envestnet Portfolio Solutions Inc. |
1440 |
*New |
2023-12-31 |
2,878 |
$228,000 |
2,878 |
|
| Garrett Investment Advisors LLC |
241 |
*New |
2024-03-31 |
2,602 |
$212,000 |
2,602 |
|
| PRIVATE CAPITAL MANAGEMENT LLC |
181 |
*New |
2024-03-31 |
2,539 |
$207,000 |
2,539 |
|
| Trueblood Wealth Management LLC |
217 |
*New |
2024-03-31 |
2,506 |
$204,000 |
2,506 |
|
| Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
2,557 |
$203,000 |
2,557 |
|
| Certus Wealth Management LLC |
54 |
*New |
2023-12-31 |
2,548 |
$202,000 |
2,548 |
|
| MATHER GROUP, INC. |
533 |
*New |
2024-03-31 |
2,431 |
$193,000 |
2,431 |
|
| Concord Wealth Partners |
|
*New |
2024-03-31 |
2,180 |
$178,000 |
2,180 |
|
| Annis Gardner Whiting Capital Advisors LLC |
196 |
*New |
2023-12-31 |
1,500 |
$119,000 |
1,500 |
|
| Opal Wealth Advisors LLC |
194 |
*New |
2024-03-31 |
1,064 |
$87,000 |
1,064 |
|
| MILESTONE GROUP INC |
|
*New |
2024-03-31 |
698 |
$57,000 |
698 |
|
| Raleigh Capital Management Inc. |
382 |
*New |
2023-12-31 |
335 |
$27,000 |
335 |
|
| Strategic Investment Solutions Inc. /IL |
333 |
*New |
2023-12-31 |
332 |
$26,000 |
332 |
|
| Salomon & Ludwin LLC |
|
*New |
2024-03-31 |
153 |
$12,000 |
153 |
|
| Truvestments Capital LLC |
528 |
*New |
2023-12-31 |
110 |
$9,000 |
110 |
|
| BARTLETT & CO. LLC |
1011 |
*New |
2023-12-31 |
90 |
$7,000 |
90 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1018 |
*New |
2023-12-31 |
90 |
$7,000 |
90 |
|
| HAZLETT BURT & WATSON INC. |
605 |
*New |
2024-03-31 |
50 |
$4,000 |
50 |
|
| Glassman Wealth Services |
182 |
*New |
2024-03-31 |
30 |
$2,000 |
30 |
|
| Moisand Fitzgerald Tamayo LLC |
576 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
| JAMISON PRIVATE WEALTH MANAGEMENT INC. |
478 |
*New |
2024-03-31 |
1,457 |
$0 |
1,457 |
|
|
39 Records found
|
1
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