| |
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 :
|
|
|
|
6.81 (9.24%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Ariston Services Group |
6 |
- |
2024-03-31 |
81,423 |
$6,638,000 |
0 |
|
| INVESTMENT PARTNERS LTD /OH/ /ADV |
30 |
- |
2024-03-31 |
28,443 |
$2,319,000 |
0 |
|
| Adviser Investments LLC |
|
- |
2024-03-31 |
22,050 |
$1,798,000 |
0 |
|
| Change Path LLC |
184 |
- |
2023-12-31 |
19,808 |
$1,572,000 |
0 |
|
| WNY Asset Management LLC |
61 |
- |
2023-12-31 |
19,784 |
$1,570,000 |
0 |
|
| StrongBox Wealth LLC |
37 |
- |
2024-03-31 |
18,167 |
$1,441,000 |
0 |
|
| TRITONPOINT WEALTH LLC |
128 |
- |
2024-03-31 |
17,388 |
$1,380,000 |
0 |
|
| PINNACLE FINANCIAL PARTNERS INC |
|
- |
2024-03-31 |
16,289 |
$1,328,000 |
0 |
|
| WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
|
- |
2024-03-31 |
14,000 |
$1,141,000 |
0 |
|
| BLB&B ADVISORS LLC |
141 |
- |
2024-03-31 |
9,849 |
$803,000 |
0 |
|
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN |
84 |
- |
2024-03-31 |
8,616 |
$702,000 |
0 |
|
| Brandywine Oak Private Wealth LLC |
125 |
- |
2023-12-31 |
7,943 |
$630,000 |
0 |
|
| TD Waterhouse Canada Inc. |
513 |
- |
2023-12-31 |
7,228 |
$568,000 |
0 |
|
| TCG Advisory Services LLC |
233 |
- |
2023-12-31 |
6,657 |
$528,000 |
0 |
|
| Citizens Business Bank |
89 |
- |
2024-03-31 |
5,465 |
$446,000 |
0 |
|
| BOS Asset Management LLC |
85 |
- |
2023-12-31 |
5,210 |
$413,000 |
0 |
|
| LJI Wealth Management LLC |
103 |
- |
2023-12-31 |
5,128 |
$407,000 |
0 |
|
| Integrated Advisors Network LLC |
493 |
- |
2023-12-31 |
4,975 |
$395,000 |
0 |
|
| TRUE Private Wealth Advisors |
218 |
- |
2024-03-31 |
4,054 |
$331,000 |
0 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
567 |
- |
2023-12-31 |
4,000 |
$317,000 |
0 |
|
| KMG FIDUCIARY PARTNERS LLC |
203 |
- |
2024-03-31 |
3,579 |
$292,000 |
0 |
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
124 |
- |
2023-12-31 |
3,650 |
$290,000 |
0 |
|
| TRUST CO OF VIRGINIA /VA |
171 |
- |
2024-03-31 |
3,459 |
$282,000 |
0 |
|
| MARINO STRAM & ASSOCIATES LLC |
147 |
- |
2024-03-31 |
3,143 |
$256,000 |
0 |
|
| CLEARBRIDGE ADVISORS LLC |
733 |
- |
2023-12-31 |
3,000 |
$238,000 |
0 |
|
| Crescent Grove Advisors LLC |
|
- |
2024-03-31 |
2,850 |
$232,000 |
0 |
|
| AdvisorNet Financial Inc |
494 |
- |
2024-03-31 |
2,230 |
$182,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
1,940 |
$154,000 |
0 |
|
| FIFTH THIRD BANCORP |
1044 |
- |
2024-03-31 |
1,750 |
$143,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
1,593 |
$130,000 |
0 |
|
| BIDWELL C M & ASSOCIATES LTD/ |
159 |
- |
2023-12-31 |
1,260 |
$100,000 |
0 |
|
| EMFO LLC |
129 |
- |
2024-03-31 |
1,083 |
$88,000 |
0 |
|
| BESSEMER GROUP INC |
1249 |
- |
2023-12-31 |
1,069 |
$85,000 |
0 |
|
| Bogart Wealth LLC |
354 |
- |
2024-03-31 |
700 |
$57,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
198 |
- |
2023-12-31 |
650 |
$52,000 |
0 |
|
| CULLEN FROST BANKERS INC |
666 |
- |
2023-12-31 |
613 |
$49,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
496 |
- |
2023-06-30 |
629 |
$47,000 |
0 |
|
| WHITTIER TRUST CO |
|
- |
2024-03-31 |
518 |
$42,000 |
0 |
|
| Orion Capital Management LLC |
259 |
- |
2023-12-31 |
500 |
$40,000 |
0 |
|
| Qube Research & Technologies Ltd |
2939 |
- |
2023-12-31 |
500 |
$40,000 |
0 |
|
| Heritage Wealth Advisors |
344 |
- |
2023-12-31 |
502 |
$40,000 |
0 |
|
| Key Financial Inc |
484 |
- |
2024-03-31 |
435 |
$35,000 |
0 |
|
| Farther Finance Advisors LLC |
1197 |
- |
2023-12-31 |
380 |
$30,000 |
0 |
|
| Archer Investment Corp |
455 |
- |
2023-12-31 |
350 |
$28,000 |
0 |
|
| Pacifica Partners Inc. |
270 |
- |
2024-03-31 |
347 |
$28,000 |
0 |
|
| Signature Resources Capital Management LLC |
125 |
- |
2024-03-31 |
335 |
$27,000 |
0 |
|
| CAMBRIDGE TRUST CO |
481 |
- |
2023-12-31 |
345 |
$27,000 |
0 |
|
| Piscataqua Savings Bank |
220 |
- |
2024-03-31 |
300 |
$24,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
198 |
- |
2023-12-31 |
259 |
$21,000 |
0 |
|
| Davis Capital Management |
191 |
- |
2024-03-31 |
239 |
$19,000 |
0 |
|
| Mascoma Wealth Management LLC |
265 |
- |
2024-03-31 |
225 |
$18,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
77 |
$6,000 |
0 |
|
| WASHINGTON TRUST CO |
708 |
- |
2024-03-31 |
75 |
$6,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
46 |
$4,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
505 |
- |
2023-12-31 |
53 |
$4,000 |
0 |
|
| Cedar Mountain Advisors LLC |
247 |
- |
2024-03-31 |
47 |
$4,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
611 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
|
57 Records found
|
1
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