| |
Institutional
Holders
Total
Institutions:
 |
33  8 |
|
|
Total
shares held :
|
294,087 |
|
|
% of shares
held :
|
45.24% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-77,612 |
|
|
% of shares
held change :
|
-11.94% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.98 |
|
|
Last
Quarter's Ending
Price :
|
$79.98 |
|
|
Last
Quarter's Average
Price :
|
$70.59 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.32 (1.87%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SFI Advisors LLC |
12 |
*New |
2023-12-31 |
41,088 |
$3,286,000 |
41,088 |
|
| MORGAN STANLEY |
4144 |
- |
2023-12-31 |
38,712 |
$3,096,000 |
6,396 |
|
| LPL FINANCIAL CORP |
2035 |
- |
2023-12-31 |
38,682 |
$3,094,000 |
-3,297 |
|
| RAYMOND JAMES & ASSOCIATES |
1988 |
- |
2024-03-31 |
34,788 |
$2,583,000 |
57 |
|
| Steward Partners Investment Advisory LLC |
529 |
- |
2023-12-31 |
22,344 |
$1,787,000 |
2,290 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1777 |
- |
2023-12-31 |
20,796 |
$1,663,000 |
71 |
|
| BANK OF AMERICA CORP /DE/ |
3778 |
- |
2023-12-31 |
17,489 |
$1,399,000 |
-1,941 |
|
| Farmers & Merchants Trust Co of Chambersburg PA |
67 |
- |
2024-03-31 |
15,279 |
$1,135,000 |
15,279 |
|
| LIBERTY ONE INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
13,513 |
$1,081,000 |
-325 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3052 |
- |
2023-12-31 |
10,273 |
$822,000 |
-5,595 |
|
| CITADEL ADVISORS LLC |
3270 |
- |
2023-12-31 |
8,693 |
$695,000 |
398 |
|
| ROYAL BANK OF CANADA |
3445 |
- |
2023-12-31 |
8,010 |
$640,000 |
-1,092 |
|
| J P MORGAN CHASE & CO |
3559 |
- |
2023-12-31 |
7,969 |
$637,000 |
775 |
|
| UBS Group AG |
3770 |
- |
2023-12-31 |
7,865 |
$629,000 |
-675 |
|
| Green Harvest Asset Management LLC |
131 |
*New |
2023-12-31 |
5,672 |
$454,000 |
5,672 |
|
| Advisor Group Holdings Inc. |
3412 |
- |
2023-12-31 |
4,519 |
$361,000 |
-1,139 |
|
| AJ WEALTH STRATEGIES LLC |
250 |
- |
2023-06-30 |
3,526 |
$274,000 |
0 |
|
| PACIFIC SUN FINANCIAL CORP |
153 |
- |
2023-12-31 |
3,086 |
$247,000 |
-95 |
|
| FINANCIAL NETWORK |
2433 |
*New |
2023-12-31 |
2,843 |
$227,000 |
2,843 |
|
| Cape Investment Advisory Inc. |
186 |
- |
2023-12-31 |
1,654 |
$132,000 |
0 |
|
| Prestige Wealth Management Group LLC |
196 |
- |
2024-03-31 |
1,408 |
$105,000 |
291 |
|
| CITY HOLDING CO |
273 |
- |
2024-03-31 |
1,300 |
$97,000 |
-245 |
|
| Long Island Wealth Management Inc. |
123 |
- |
2023-12-31 |
814 |
$65,000 |
0 |
|
| Financial Freedom LLC |
156 |
- |
2024-03-31 |
765 |
$57,000 |
2 |
|
| Parallel Advisors LLC |
1728 |
- |
2023-12-31 |
350 |
$28,000 |
0 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1249 |
- |
2023-12-31 |
355 |
$28,000 |
-40 |
|
| SIGNATUREFD, LLC |
1803 |
- |
2023-12-31 |
309 |
$25,000 |
8 |
|
| COMERICA BANK |
3005 |
- |
2023-12-31 |
185 |
$15,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1674 |
- |
2023-12-31 |
179 |
$14,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
865 |
- |
2024-03-31 |
78 |
$6,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1786 |
*New |
2023-12-31 |
71 |
$6,000 |
71 |
|
| ARROW FINANCIAL CORP |
290 |
- |
2023-12-31 |
70 |
$6,000 |
0 |
|
| Coastal Investment Advisors Inc. |
742 |
- |
2024-03-31 |
68 |
$5,000 |
68 |
|
| Spire Wealth Management |
1989 |
- |
2024-03-31 |
57 |
$4,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
843 |
- |
2022-12-31 |
31 |
$3,000 |
0 |
|
| Hexagon Capital Partners LLC |
1167 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
| NBC SECURITIES INC. |
2078 |
- |
2024-03-31 |
9 |
$1,000 |
9 |
|
| Global Retirement Partners LLC |
3149 |
*Closed |
2024-03-31 |
0 |
$0 |
-300 |
|
| HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-3,526 |
|
| BANK OF MONTREAL /CAN/ |
3457 |
*Closed |
2023-12-31 |
0 |
$0 |
-3 |
|
| PROEQUITIES INC. |
5517 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| FMR LLC |
4982 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| Waldron LP |
427 |
*Closed |
2023-12-31 |
0 |
$0 |
-49,518 |
|
| MML INVESTORS SERVICES LLC |
2484 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,171 |
|
| Financial Services Advisory Inc |
70 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,909 |
|
|
45 Records found
|
1
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