| |
Institutional
Holders
Total
Institutions:
 |
403  3 |
|
|
Total
shares held :
|
10,661,458 |
|
|
% of shares
held :
|
48.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -33 |
|
|
Amount
of shares held :
|
-2,019,734 |
|
|
% of shares
held change :
|
-9.21% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$193.08 |
|
|
Last
Quarter's Ending
Price :
|
$220.43 |
|
|
Last
Quarter's Average
Price :
|
$201.54 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
31.67 (15.71%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Grant/GrossMendelsohn LLC |
14 |
*New |
2024-03-31 |
15,074 |
$3,654,000 |
15,074 |
|
| PATHSTONE FAMILY OFFICE, LLC |
391 |
*New |
2023-09-30 |
14,888 |
$2,903,000 |
14,888 |
|
| Kinloch Capital LLC |
35 |
*New |
2023-12-31 |
11,918 |
$2,627,000 |
11,918 |
|
| Absolute Capital Management LLC |
12 |
*New |
2023-12-31 |
11,254 |
$2,481,000 |
11,254 |
|
| Harfst & Associates Inc. |
15 |
*New |
2024-03-31 |
7,233 |
$1,766,000 |
7,233 |
|
| Toroso Investments LLC |
412 |
*New |
2023-12-31 |
7,616 |
$1,679,000 |
7,616 |
|
| Simplicity WealthLLC |
390 |
*New |
2024-03-31 |
6,659 |
$1,626,000 |
6,659 |
|
| Schonfeld Strategic Advisors LLC |
814 |
*New |
2023-12-31 |
7,109 |
$1,567,000 |
7,109 |
|
| HOLLENCREST SECURITIES LLC |
96 |
*New |
2023-12-31 |
6,279 |
$1,384,000 |
6,279 |
|
| CLARK CAPITAL MANAGEMENT GROUP INC |
257 |
*New |
2023-12-31 |
6,167 |
$1,359,000 |
6,167 |
|
| GeoWealth Management LLC |
315 |
*New |
2023-12-31 |
2,463 |
$543,000 |
2,463 |
|
| Aevitas Wealth Management Inc. |
79 |
*New |
2022-12-31 |
2,452 |
$448,000 |
2,452 |
|
| GTS SECURITIES LLC |
977 |
*New |
2023-12-31 |
1,874 |
$413,000 |
1,874 |
|
| ADVISOR PARTNERS II LLC |
868 |
*New |
2023-09-30 |
1,844 |
$359,000 |
1,844 |
|
| Elm Partners Management LLC |
46 |
*New |
2023-12-31 |
1,442 |
$318,000 |
1,442 |
|
| Waterloo Capital L.P. |
303 |
*New |
2023-12-31 |
1,296 |
$286,000 |
1,296 |
|
| Mystic Asset Management Inc. |
132 |
*New |
2023-12-31 |
1,252 |
$276,000 |
1,252 |
|
| COMMERCE BANK N A/MO |
1084 |
*New |
2023-12-31 |
1,076 |
$237,000 |
1,076 |
|
| Kovack Advisors Inc. |
403 |
*New |
2024-03-31 |
965 |
$236,000 |
965 |
|
| RAYMOND JAMES TRUST CO |
1122 |
*New |
2024-03-31 |
937 |
$229,000 |
937 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
701 |
*New |
2023-12-31 |
965 |
$213,000 |
965 |
|
| PATTEN & PATTEN INC/TN |
|
*New |
2023-12-31 |
955 |
$211,000 |
955 |
|
| Blackston Financial Advisory Group LLC |
92 |
*New |
2023-12-31 |
946 |
$209,000 |
946 |
|
| ESG Planning |
18 |
*New |
2023-12-31 |
933 |
$206,000 |
933 |
|
| MTM Investment Management LLC |
201 |
*New |
2024-03-31 |
475 |
$116,000 |
475 |
|
| BTS ASSET MANAGEMENT, INC. |
34 |
*New |
2024-03-31 |
409 |
$100,000 |
409 |
|
| GABLES CAPITAL MANAGEMENT INC. |
163 |
*New |
2023-12-31 |
368 |
$81,000 |
368 |
|
| Scarborough Advisors LLC |
178 |
*New |
2023-12-31 |
215 |
$47,000 |
215 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
309 |
*New |
2024-03-31 |
150 |
$37,000 |
150 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
967 |
*New |
2023-12-31 |
96 |
$21,000 |
96 |
|
| Register Financial Advisors LLC |
453 |
*New |
2024-03-31 |
77 |
$19,000 |
77 |
|
| HOWE & RUSLING INC |
316 |
*New |
2023-12-31 |
65 |
$14,000 |
65 |
|
| Future Financial Wealth Managment LLC |
394 |
*New |
2024-03-31 |
45 |
$11,000 |
45 |
|
| Ahrens Investment Partners LLC |
616 |
*New |
2023-03-31 |
50 |
$10,000 |
50 |
|
| Opal Wealth Advisors LLC |
256 |
*New |
2024-03-31 |
27 |
$7,000 |
27 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
391 |
*New |
2023-12-31 |
25 |
$6,000 |
25 |
|
| Larson Financial Group LLC |
1306 |
*New |
2023-12-31 |
15 |
$3,000 |
15 |
|
| Coppell Advisory Solutions LLC |
1228 |
*New |
2023-12-31 |
13 |
$3,000 |
13 |
|
| SHEETS SMITH & ASSOCIATES INC |
472 |
*New |
2023-09-30 |
5 |
$1,000 |
5 |
|
|
39 Records found
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1
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