| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| EXENCIAL WEALTH ADVISORS, LLC | 9.5% | -8% | $1,126,238 | +$21,061 | 26,095 | +1.9% | EXENCIAL WEALTH ADVISORS, LLC | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 118,346 | $5,108,204 | +$1,342,460 | $43.16 | 11 |
| 2025 Q2 | 87,366 | $3,668,432 | +$203,581 | $41.98 | 11 |
| 2025 Q1 | 82,548 | $3,446,706 | -$442,320 | $41.75 | 11 |
| 2024 Q4 | 93,284 | $3,824,799 | +$544,807 | $41 | 10 |
| 2024 Q3 | 79,806 | $3,337,879 | -$436,865 | $41.82 | 9 |
| 2024 Q2 | 90,242 | $3,628,868 | -$124,079 | $40.21 | 7 |
| 2024 Q1 | 109,400 | $6,378,699 | -$3,056,141 | $40.38 | 9 |
| 2023 Q4 | 169,019 | $6,793,032 | -$1,994,690 | $40.19 | 10 |
| 2023 Q3 | 219,596 | $8,713,343 | +$429,156 | $39.68 | 12 |
| 2023 Q2 | 208,834 | $8,011,430 | +$2,599,388 | $38.37 | 12 |
| 2023 Q1 | 141,069 | $5,444,917 | -$84,598 | $38.53 | 13 |
| 2022 Q4 | 143,069 | $5,603,295 | -$5,838,027 | $39.12 | 14 |
| 2022 Q3 | 291,039 | $11,603,000 | -$47,080,865 | $39.85 | 15 |
| 2022 Q2 | 1,476,567 | $59,303,000 | +$4,922,331 | $40.17 | 15 |
| 2022 Q1 | 1,353,247 | $55,152,000 | +$2,576,021 | $40.77 | 10 |
| 2021 Q4 | 1,289,257 | $53,311,000 | +$7,055,151 | $41.35 | 11 |
| 2021 Q3 | 1,118,718 | $45,736,000 | +$4,813,106 | $40.88 | 7 |
| 2021 Q2 | 1,001,005 | $40,850,000 | +$3,589,693 | $40.78 | 9 |
| 2021 Q1 | 913,086 | $36,304,000 | +$30,140,307 | $39.77 | 6 |
| 2020 Q4 | 156,356 | $6,100,000 | +$118,677 | $39.02 | 8 |
| 2020 Q3 | 153,314 | $5,870,000 | -$18,816 | $38.29 | 8 |
| 2020 Q2 | 154,080 | $5,810,000 | +$746,051 | $37.67 | 9 |
| 2020 Q1 | 134,334 | $4,968,000 | +$1,131,736 | $36.96 | 7 |
| 2019 Q4 | 100,928 | $3,863,000 | -$642,732 | $38.27 | 10 |
| 2019 Q3 | 110,179 | $4,146,000 | -$187,403 | $37.62 | 6 |
| 2019 Q2 | 115,171 | $4,318,000 | -$116,307 | $37.5 | 8 |
| 2019 Q1 | 118,307 | $4,416,000 | +$1,409,310 | $37.32 | 9 |
| 2018 Q4 | 80,556 | $2,980,000 | +$493,694 | $36.99 | 5 |
| 2018 Q3 | 67,699 | $2,456,000 | -$1,622,715 | $36.29 | 6 |
| 2018 Q2 | 113,209 | $4,029,000 | -$98,632 | $35.57 | 8 |
| 2018 Q1 | 115,973 | $4,089,000 | +$62,478 | $35.37 | 7 |
| 2017 Q4 | 114,327 | $4,140,000 | +$35,348 | $36.28 | 6 |
| 2017 Q3 | 113,391 | $4,055,000 | +$1,552,715 | $35.84 | 5 |
| 2017 Q2 | 85,401 | $3,082,000 | +$1,011,911 | $36.09 | 6 |
| 2017 Q1 | 57,769 | $2,032,000 | -$26,855 | $35.18 | 5 |
| 2016 Q4 | 58,418 | $2,081,000 | -$3,778,371 | $35.84 | 5 |
| 2016 Q3 | 163,866 | $5,914,000 | -$926,612 | $36.07 | 5 |
| 2016 Q2 | 189,430 | $6,884,000 | -$927,994 | $36.34 | 7 |
| 2016 Q1 | 214,961 | $7,916,000 | +$887,800 | $36.93 | 4 |
| 2015 Q4 | 190,902 | $6,909,000 | +$922,387 | $36.37 | 5 |
| 2015 Q3 | 165,308 | $5,986,000 | +$1,558,518 | $36.2 | 5 |
| 2015 Q2 | 122,387 | $4,452,000 | +$1,209,022 | $36.38 | 2 |
| 2015 Q1 | 89,155 | $3,271,000 | -$1,086,726 | $36.69 | 1 |
| 2014 Q4 | 119,359 | $4,340,000 | +$4,340,000 | $36.29 | 3 |