| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bennett Christopher Finch | 3.59% | -30% | $8,814,757 | -$3,674,227 | 75,950 | -29% | Christopher F. Bennett | 04 Sep 2025 |
| JPMORGAN CHASE & CO | 0% | -100% | $68,545 | -$9,594,290 | 763 | -99% | JPMORGAN CHASE & CO. | 30 Jun 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 917,399 | $106,736,591 | +$1,608,585 | $116.35 | 62 |
| 2025 Q2 | 909,226 | $81,689,514 | -$4,043,163 | $89.85 | 57 |
| 2025 Q1 | 957,279 | $68,982,497 | -$2,805,670 | $72.06 | 55 |
| 2024 Q4 | 998,467 | $89,943,009 | -$3,820,211 | $90.08 | 55 |
| 2024 Q3 | 1,041,074 | $103,514,937 | +$5,335,654 | $99.43 | 53 |
| 2024 Q2 | 973,968 | $78,804,665 | +$13,798,611 | $80.91 | 40 |
| 2024 Q1 | 807,289 | $57,164,036 | +$8,269,270 | $70.81 | 31 |
| 2023 Q4 | 690,526 | $44,562,266 | +$1,800,207 | $64.64 | 26 |
| 2023 Q3 | 666,781 | $31,321,129 | -$518,593 | $46.98 | 24 |
| 2023 Q2 | 674,874 | $39,187,802 | +$1,408,928 | $58 | 24 |
| 2023 Q1 | 650,787 | $23,637,028 | +$476,070 | $36.32 | 17 |
| 2022 Q4 | 645,040 | $20,779,213 | -$1,918,812 | $32 | 17 |
| 2022 Q3 | 703,210 | $19,674,000 | -$169,118 | $27.95 | 15 |
| 2022 Q2 | 709,209 | $15,230,000 | +$13,679 | $21.64 | 13 |
| 2022 Q1 | 708,641 | $14,852,000 | -$277,755 | $21 | 12 |
| 2021 Q4 | 726,241 | $10,800,000 | -$45,209 | $15 | 14 |
| 2021 Q3 | 729,318 | $10,550,000 | -$371,270 | $14.5 | 14 |
| 2021 Q2 | 755,177 | $10,753,000 | -$148,717 | $14.21 | 14 |
| 2021 Q1 | 758,016 | $13,998,000 | -$1,055,787 | $18.63 | 16 |
| 2020 Q4 | 814,701 | $10,833,000 | -$169,062 | $13.28 | 13 |
| 2020 Q3 | 827,554 | $9,593,000 | -$778,499 | $11.71 | 12 |
| 2020 Q2 | 900,733 | $9,072,000 | +$570,035 | $10.01 | 14 |
| 2020 Q1 | 852,475 | $6,352,000 | -$605,683 | $7.57 | 13 |
| 2019 Q4 | 896,258 | $14,480,000 | -$623,764 | $16.2 | 15 |
| 2019 Q3 | 859,598 | $9,569,000 | -$243,089 | $13.75 | 12 |
| 2019 Q2 | 892,935 | $13,498,000 | -$5,728 | $15.23 | 15 |
| 2019 Q1 | 894,302 | $19,160,000 | -$107,281 | $21.42 | 17 |
| 2018 Q4 | 899,229 | $12,363,000 | -$156,541 | $13.74 | 16 |
| 2018 Q3 | 910,315 | $19,866,000 | -$1,085,579 | $21.13 | 17 |
| 2018 Q2 | 962,087 | $20,263,000 | -$57,697 | $20.9 | 16 |
| 2018 Q1 | 969,477 | $16,321,000 | -$84,778 | $16.7 | 18 |
| 2017 Q4 | 974,497 | $21,431,000 | -$161,827 | $21.82 | 15 |
| 2017 Q3 | 955,027 | $25,767,000 | +$148,826 | $26.9 | 14 |
| 2017 Q2 | 949,603 | $19,706,000 | -$330,852 | $20.85 | 15 |
| 2017 Q1 | 965,553 | $21,715,000 | +$214,340 | $22.67 | 14 |
| 2016 Q4 | 965,192 | $24,428,583 | -$1,653,433 | $25.31 | 17 |
| 2016 Q3 | 1,021,385 | $20,579,270 | -$3,926 | $20.15 | 15 |
| 2016 Q2 | 1,019,722 | $15,711,536 | -$104,822 | $15.66 | 15 |
| 2016 Q1 | 1,025,257 | $13,518,315 | +$35,009 | $13.15 | 14 |
| 2015 Q4 | 1,028,107 | $15,027,000 | -$61,660 | $14.58 | 15 |
| 2015 Q3 | 1,023,658 | $16,890,646 | -$1,018,997 | $16.51 | 13 |
| 2015 Q2 | 1,085,560 | $21,538,660 | +$45,103 | $19.43 | 13 |
| 2015 Q1 | 1,083,220 | $19,843,490 | +$641,214 | $18.32 | 15 |
| 2014 Q4 | 1,047,231 | $25,543,868 | -$249,814 | $24.23 | 16 |
| 2014 Q3 | 1,044,289 | $24,985,429 | -$101,623 | $23.57 | 17 |
| 2014 Q2 | 1,048,414 | $25,785,692 | -$4,960,614 | $24.58 | 17 |
| 2014 Q1 | 1,278,266 | $24,710,000 | -$335,851 | $19.33 | 14 |