|
Institutional
Holders
Total
Institutions:
|
377 9 |
|
Total
shares held :
|
10,141,767 |
|
% of shares
held :
|
48.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
88,192 |
|
% of shares
held change :
|
0.43% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$248.03 |
|
Last
Quarter's Ending
Price :
|
$270.79 |
|
Last
Quarter's Average
Price :
|
$256.76 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
38.45 (14.98%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Miracle Mile Advisors LLC |
68 |
- |
2024-03-31 |
35,550 |
$10,833,000 |
0 |
|
Armor Investment Advisors LLC |
13 |
- |
2024-03-31 |
15,742 |
$4,797,000 |
0 |
|
Levy Wealth Management Group LLC |
16 |
- |
2024-03-31 |
13,995 |
$3,790,000 |
0 |
|
Diversified Portfolios Inc. |
41 |
- |
2023-12-31 |
9,698 |
$2,626,000 |
0 |
|
DAVIDSON D A & CO |
534 |
- |
2023-12-31 |
6,430 |
$1,741,000 |
0 |
|
Ayalon Holdings Ltd. |
48 |
- |
2024-03-31 |
5,641 |
$1,719,000 |
0 |
|
HFG Advisors Inc. |
21 |
- |
2024-03-31 |
5,112 |
$1,558,000 |
0 |
|
DUBUQUE BANK & TRUST CO |
75 |
- |
2023-09-30 |
6,010 |
$1,484,000 |
0 |
|
Zhang Financial LLC |
111 |
- |
2024-03-31 |
4,552 |
$1,387,000 |
0 |
|
WHITTIER TRUST CO |
305 |
- |
2023-12-31 |
5,034 |
$1,363,000 |
0 |
|
MAS Advisors LLC |
18 |
- |
2023-12-31 |
4,873 |
$1,320,000 |
0 |
|
Relaxing Retirement Coach |
29 |
- |
2023-06-30 |
5,132 |
$1,304,000 |
0 |
|
KWB Wealth |
55 |
- |
2024-03-31 |
3,867 |
$1,178,000 |
0 |
|
Essex Savings Bank |
73 |
- |
2024-03-31 |
4,340 |
$1,175,000 |
0 |
|
INSIGNEO ADVISORY SERVICES LLC |
132 |
- |
2023-12-31 |
4,099 |
$1,110,000 |
0 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
32 |
- |
2023-12-31 |
3,976 |
$1,077,000 |
0 |
|
Adviser Investments LLC |
280 |
- |
2023-12-31 |
3,938 |
$1,066,000 |
0 |
|
High Note Wealth LLC |
48 |
- |
2023-12-31 |
3,785 |
$1,025,000 |
0 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
173 |
- |
2023-12-31 |
3,629 |
$983,000 |
0 |
|
Compass Financial Group INC/SD |
34 |
- |
2024-03-31 |
3,079 |
$938,000 |
0 |
|
SUMMIT ASSET MANAGEMENT, LLC |
55 |
- |
2023-12-31 |
3,029 |
$820,000 |
0 |
|
NICOLET BANKSHARES INC |
100 |
- |
2023-12-31 |
2,986 |
$809,000 |
0 |
|
Pinnacle Wealth Management Advisory Group LLC |
146 |
- |
2023-12-31 |
2,650 |
$718,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
548 |
- |
2023-12-31 |
2,365 |
$641,000 |
0 |
|
Laurel Wealth Planning LLC |
37 |
- |
2024-03-31 |
2,100 |
$640,000 |
0 |
|
Cornerstone Wealth Management LLC |
284 |
- |
2024-03-31 |
2,096 |
$639,000 |
0 |
|
MONOGRAPH WEALTH ADVISORS LLC |
57 |
- |
2023-12-31 |
1,955 |
$529,000 |
0 |
|
Nicholas Hoffman & Company LLC. |
184 |
- |
2024-03-31 |
1,673 |
$510,000 |
0 |
|
PHILADELPHIA TRUST CO |
147 |
- |
2023-12-31 |
1,855 |
$502,000 |
0 |
|
Bank of New Hampshire |
130 |
- |
2024-03-31 |
1,644 |
$501,000 |
0 |
|
InterOcean Capital Group LLC |
290 |
- |
2023-12-31 |
1,810 |
$490,000 |
0 |
|
Archer Investment Corp |
135 |
- |
2023-12-31 |
1,794 |
$486,000 |
0 |
|
Wealthquest Corp |
79 |
- |
2023-12-31 |
1,712 |
$464,000 |
0 |
|
ALASKA PERMANENT CAPITAL MANAGEMENT |
33 |
- |
2024-03-31 |
1,516 |
$462,000 |
0 |
|
FREESTONE CAPITAL HOLDINGS, LLC |
280 |
- |
2023-12-31 |
1,701 |
$461,000 |
0 |
|
GREENLEAF TRUST |
487 |
- |
2023-12-31 |
1,675 |
$454,000 |
0 |
|
Archetype Wealth Partners LLC |
65 |
- |
2023-12-31 |
1,497 |
$405,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
573 |
- |
2023-12-31 |
1,435 |
$389,000 |
0 |
|
CLS INVESTMENT FIRM LLC |
1103 |
- |
2022-12-31 |
1,615 |
$341,000 |
0 |
|
626 Financial LLC |
81 |
- |
2024-03-31 |
1,106 |
$337,000 |
0 |
|
COMMERCE BANK N A/MO |
981 |
- |
2023-12-31 |
1,238 |
$335,000 |
0 |
|
Cassaday & Co Wealth Management LLC |
191 |
- |
2023-12-31 |
1,213 |
$328,000 |
0 |
|
American Financial Advisors LLC |
109 |
- |
2024-03-31 |
1,034 |
$315,000 |
0 |
|
IFG Advisors LLC |
101 |
- |
2024-03-31 |
1,026 |
$313,000 |
0 |
|
Walker Asset Management LLC |
97 |
- |
2024-03-31 |
990 |
$302,000 |
0 |
|
COLONY GROUP LLC |
633 |
- |
2023-09-30 |
1,220 |
$301,000 |
0 |
|
SAPIENT CAPITAL LLC |
294 |
- |
2024-03-31 |
975 |
$297,000 |
0 |
|
Calton & Associates Inc. |
142 |
- |
2024-03-31 |
936 |
$285,000 |
0 |
|
STEPHENS INC /AR/ |
966 |
- |
2023-12-31 |
1,015 |
$275,000 |
0 |
|
Hurlow Wealth Management Group Inc. |
95 |
- |
2024-03-31 |
875 |
$267,000 |
0 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
660 |
- |
2023-12-31 |
957 |
$259,000 |
0 |
|
Vident Advisory LLC |
1121 |
- |
2023-12-31 |
895 |
$242,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
180 |
- |
2024-03-31 |
763 |
$232,000 |
0 |
|
BLACKROCK INC. |
4289 |
- |
2023-12-31 |
752 |
$204,000 |
0 |
|
Pacific Center for Financial Services |
82 |
- |
2023-12-31 |
708 |
$192,000 |
0 |
|
VESTOR CAPITAL CORP |
133 |
- |
2023-12-31 |
585 |
$158,000 |
0 |
|
HOERTKORN RICHARD CHARLES |
47 |
- |
2023-12-31 |
534 |
$145,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1573 |
- |
2023-12-31 |
467 |
$126,000 |
0 |
|
AMUNDI |
1651 |
- |
2023-12-31 |
405 |
$109,000 |
0 |
|
HM PAYSON & CO |
492 |
- |
2023-12-31 |
367 |
$99,000 |
0 |
|
GHP INVESTMENT ADVISORS INC |
447 |
- |
2024-03-31 |
273 |
$83,000 |
0 |
|
FinTrust Capital Advisors LLC |
396 |
- |
2023-12-31 |
291 |
$79,000 |
0 |
|
SOA Wealth Advisors LLC. |
266 |
- |
2024-03-31 |
245 |
$75,000 |
0 |
|
Tyler-Stone Wealth Management |
307 |
- |
2023-12-31 |
269 |
$73,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
687 |
- |
2023-12-31 |
235 |
$64,000 |
0 |
|
Asset Dedication LLC |
419 |
- |
2024-03-31 |
201 |
$61,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
470 |
- |
2023-06-30 |
235 |
$60,000 |
0 |
|
BARTLETT & CO. LLC |
662 |
- |
2023-12-31 |
214 |
$58,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
665 |
- |
2023-12-31 |
214 |
$58,000 |
0 |
|
Evergreen Private Wealth LLC |
110 |
- |
2024-03-31 |
188 |
$57,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
326 |
- |
2024-03-31 |
173 |
$53,000 |
0 |
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC |
216 |
- |
2023-12-31 |
190 |
$51,000 |
0 |
|
JDM Financial Group LLC |
73 |
- |
2023-12-31 |
160 |
$43,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
347 |
- |
2023-12-31 |
148 |
$40,000 |
0 |
|
Cassady Schiller Wealth Management LLC |
226 |
- |
2023-12-31 |
134 |
$36,000 |
0 |
|
BARRETT & COMPANY INC. |
305 |
- |
2024-03-31 |
118 |
$36,000 |
0 |
|
PROEQUITIES INC. |
1316 |
- |
2023-12-31 |
120 |
$32,000 |
0 |
|
FTB Advisors Inc. |
1258 |
- |
2024-03-31 |
81 |
$25,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
508 |
- |
2024-03-31 |
73 |
$22,000 |
0 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
280 |
- |
2024-03-31 |
58 |
$18,000 |
0 |
|
GoalVest Advisory LLC |
288 |
- |
2024-03-31 |
49 |
$15,000 |
0 |
|
Signature Resources Capital Management LLC |
171 |
- |
2024-03-31 |
53 |
$14,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
520 |
- |
2024-03-31 |
47 |
$14,000 |
0 |
|
Carmichael Hill & Associates Inc. |
454 |
- |
2024-03-31 |
43 |
$13,000 |
0 |
|
DUNCKER STREETT & CO INC |
402 |
- |
2024-03-31 |
40 |
$12,000 |
0 |
|
Efficient Wealth Management LLC |
|
- |
2023-12-31 |
40 |
$11,000 |
0 |
|
ATWOOD & PALMER INC |
317 |
- |
2024-03-31 |
25 |
$8,000 |
0 |
|
Addison Advisors LLC |
559 |
- |
2023-12-31 |
20 |
$5,000 |
0 |
|
Sunbelt Securities Inc. |
1473 |
- |
2024-03-31 |
5 |
$2,000 |
0 |
|
Key Financial Inc |
1093 |
- |
2023-12-31 |
8 |
$2,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
608 |
- |
2024-03-31 |
8 |
$2,000 |
0 |
|
Princeton Global Asset Management LLC |
|
- |
2023-12-31 |
2 |
$1,000 |
0 |
|
Concord Wealth Partners |
766 |
- |
2023-12-31 |
4 |
$1,000 |
0 |
|
DEUTSCHE BANK AG |
3465 |
- |
2023-12-31 |
2 |
$1,000 |
0 |
|
Lowe fs LLC |
277 |
- |
2024-03-31 |
3 |
$1,000 |
0 |
|
|
95 Records found
|
1
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