| |
Institutional
Holders
Total
Institutions:
 |
142  9 |
|
|
Total
shares held :
|
2,624,075 |
|
|
% of shares
held :
|
56.68% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
|
Amount
of shares held :
|
351,221 |
|
|
% of shares
held change :
|
7.59% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$190.01 |
|
|
Last
Quarter's Ending
Price :
|
$212.83 |
|
|
Last
Quarter's Average
Price :
|
$198.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
33.11 (16.71%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
2442 |
- |
2023-12-31 |
118,024 |
$25,119,000 |
44,708 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
106,293 |
$22,622,000 |
86,710 |
|
| MML INVESTORS SERVICES LLC |
212 |
- |
2023-12-31 |
104,806 |
$22,306,000 |
52,854 |
|
| DIVERSIFIED TRUST CO |
21 |
- |
2024-03-31 |
88,289 |
$20,568,000 |
824 |
|
| LPL FINANCIAL CORP |
966 |
- |
2024-03-31 |
81,221 |
$18,921,000 |
10,630 |
|
| BANK OF AMERICA CORP /DE/ |
1857 |
- |
2023-12-31 |
86,461 |
$18,402,000 |
30,750 |
|
| Private Advisor Group LLC |
146 |
- |
2024-03-31 |
78,424 |
$18,270,000 |
1,764 |
|
| RAYMOND JAMES & ASSOCIATES |
983 |
- |
2024-03-31 |
58,986 |
$13,741,000 |
5,336 |
|
| BROWN ADVISORY HOLDINGS INC |
417 |
- |
2024-03-31 |
43,702 |
$10,181,000 |
4,565 |
|
| ROYAL BANK OF CANADA |
1478 |
- |
2023-12-31 |
44,564 |
$9,484,000 |
34,264 |
|
| UBS Group AG |
1496 |
- |
2023-12-31 |
43,866 |
$9,336,000 |
11,818 |
|
| Wealthstream Advisors Inc. |
7 |
- |
2024-03-31 |
34,500 |
$8,037,000 |
1,246 |
|
| MARINER WEALTH ADVISORS, LLC |
565 |
- |
2023-12-31 |
34,600 |
$7,364,000 |
5,674 |
|
| Christopher J. Hasenberg Inc |
12 |
- |
2024-03-31 |
23,660 |
$5,512,000 |
513 |
|
| STIFEL FINANCIAL CORP |
1086 |
- |
2023-12-31 |
23,838 |
$5,073,000 |
9,549 |
|
| WELLS FARGO & CO/MN |
2015 |
- |
2024-03-31 |
19,645 |
$4,577,000 |
229 |
|
| GLENMEDE TRUST CO NA |
435 |
- |
2023-12-31 |
21,100 |
$4,491,000 |
20,700 |
|
| RED CEDAR INVESTMENT MANAGEMENT LLC |
29 |
- |
2024-03-31 |
19,071 |
$4,443,000 |
831 |
|
| Rockefeller Capital Management L.P. |
754 |
- |
2023-12-31 |
15,377 |
$3,273,000 |
228 |
|
| COASTLINE TRUST CO |
61 |
- |
2024-03-31 |
13,594 |
$3,167,000 |
1,815 |
|
| COLONY GROUP LLC |
278 |
- |
2023-09-30 |
16,225 |
$3,095,000 |
6 |
|
| Stratos Wealth Advisors LLC |
137 |
- |
2024-03-31 |
12,961 |
$3,020,000 |
629 |
|
| CAPTRUST FINANCIAL ADVISORS |
775 |
- |
2023-12-31 |
12,941 |
$2,754,000 |
149 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1631 |
- |
2024-03-31 |
10,501 |
$2,446,000 |
1,860 |
|
| Embree Financial Group |
50 |
- |
2024-03-31 |
10,130 |
$2,360,000 |
24 |
|
| Operose Advisors LLC |
23 |
- |
2023-12-31 |
6,273 |
$1,335,000 |
18 |
|
| Kestra Advisory Services LLC |
1056 |
- |
2023-12-31 |
5,281 |
$1,124,000 |
3,074 |
|
| H D Vest Advisory Services |
716 |
- |
2024-03-31 |
4,593 |
$1,070,000 |
1,050 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
210 |
- |
2023-12-31 |
4,423 |
$941,000 |
174 |
|
| FMR LLC |
2358 |
- |
2023-12-31 |
4,232 |
$901,000 |
264 |
|
| CREATIVE PLANNING |
1352 |
- |
2023-12-31 |
3,810 |
$811,000 |
170 |
|
| Tennessee Valley Asset Management Partners |
57 |
- |
2024-03-31 |
3,400 |
$792,000 |
7 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
415 |
- |
2024-03-31 |
3,308 |
$771,000 |
60 |
|
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
634 |
- |
2023-12-31 |
2,982 |
$635,000 |
12 |
|
| Keystone Financial Group |
150 |
- |
2024-03-31 |
2,615 |
$609,000 |
200 |
|
| Forum Financial Management LP |
293 |
- |
2024-03-31 |
2,411 |
$562,000 |
7 |
|
| Arbor Investment Advisors LLC |
58 |
- |
2024-03-31 |
2,367 |
$551,000 |
2 |
|
| SILVIA MCCOLL WEALTH MANAGEMENT LLC |
65 |
- |
2024-03-31 |
1,771 |
$405,000 |
6 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1276 |
- |
2023-12-31 |
1,835 |
$391,000 |
142 |
|
| Brookstone Capital Management |
704 |
- |
2024-03-31 |
1,480 |
$345,000 |
85 |
|
| Global Retirement Partners LLC |
612 |
- |
2024-03-31 |
1,467 |
$342,000 |
4 |
|
| EP WEALTH ADVISORS, INC. |
650 |
- |
2023-12-31 |
1,251 |
$266,000 |
1,251 |
|
| Qube Research & Technologies Ltd |
2546 |
- |
2023-12-31 |
719 |
$153,000 |
519 |
|
| HANSON MCCLAIN, INC. |
883 |
- |
2024-03-31 |
629 |
$146,000 |
2 |
|
| JFS WEALTH ADVISORS, LLC |
284 |
- |
2024-03-31 |
572 |
$133,000 |
2 |
|
| HOWE & RUSLING INC |
256 |
- |
2023-12-31 |
377 |
$80,000 |
4 |
|
|
46 Records found
|
1
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