| |
Institutional
Holders
Total
Institutions:
 |
34  2 |
|
|
Total
shares held :
|
1,115,201 |
|
|
% of shares
held :
|
27.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-70,250 |
|
|
% of shares
held change :
|
-1.76% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.04 |
|
|
Last
Quarter's Ending
Price :
|
$23.12 |
|
|
Last
Quarter's Average
Price :
|
$21.84 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.87 (3.98%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FLYNN ZITO CAPITAL MANAGEMENT LLC |
13 |
- |
2024-03-31 |
174,531 |
$4,020,000 |
-454 |
|
| BANK OF AMERICA CORP /DE/ |
3164 |
- |
2024-03-31 |
163,177 |
$3,759,000 |
12,976 |
|
| MORGAN STANLEY |
4207 |
- |
2024-03-31 |
130,910 |
$3,016,000 |
49,674 |
|
| LPL FINANCIAL CORP |
2393 |
- |
2024-03-31 |
99,128 |
$2,283,000 |
13,395 |
|
| EP WEALTH ADVISORS, INC. |
265 |
- |
2024-03-31 |
85,500 |
$1,969,000 |
0 |
|
| Tortoise Investment Management LLC |
79 |
- |
2024-03-31 |
84,368 |
$1,943,000 |
1,003 |
|
| Miracle Mile Advisors LLC |
206 |
- |
2024-03-31 |
67,107 |
$1,546,000 |
12,362 |
|
| JANE STREET GROUP LLC |
2568 |
- |
2024-03-31 |
66,156 |
$1,524,000 |
-78,765 |
|
| Hennion & Walsh Asset Management Inc. |
347 |
- |
2024-03-31 |
58,387 |
$1,345,000 |
37,009 |
|
| HIGHTOWER ADVISORS, LLC |
1829 |
*New |
2024-03-31 |
39,187 |
$903,000 |
39,187 |
|
| MML INVESTORS SERVICES LLC |
1623 |
- |
2024-03-31 |
29,593 |
$682,000 |
-255 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3233 |
- |
2024-03-31 |
29,593 |
$682,000 |
-235 |
|
| CITIGROUP INC |
2539 |
- |
2024-03-31 |
29,512 |
$680,000 |
2,226 |
|
| Passumpsic Savings Bank |
53 |
- |
2024-03-31 |
29,534 |
$680,000 |
0 |
|
| NDWM LLC |
16 |
- |
2024-03-31 |
29,390 |
$677,000 |
819 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2636 |
- |
2024-03-31 |
26,130 |
$602,000 |
6,252 |
|
| VALICENTI ADVISORY SERVICES INC |
72 |
- |
2024-03-31 |
16,610 |
$383,000 |
0 |
|
| AMERIPRISE FINANCIAL INC |
3437 |
- |
2024-03-31 |
16,029 |
$376,000 |
-452 |
|
| MCDONALD PARTNERS LLC |
187 |
- |
2024-03-31 |
16,250 |
$374,000 |
0 |
|
| Kades & Cheifetz LLC |
61 |
- |
2024-03-31 |
15,781 |
$364,000 |
36 |
|
| MARINER WEALTH ADVISORS, LLC |
2433 |
- |
2024-03-31 |
12,835 |
$296,000 |
1,785 |
|
| Stratos Wealth Partners LTD. |
1092 |
- |
2024-03-31 |
12,816 |
$295,000 |
1,079 |
|
| ASSET MANAGEMENT GROUP, INC. |
118 |
- |
2024-03-31 |
12,411 |
$286,000 |
0 |
|
| Cascade Financial Partners LLC |
204 |
- |
2024-03-31 |
10,312 |
$234,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1730 |
- |
2024-03-31 |
9,706 |
$224,000 |
-1,471 |
|
| FINANCIAL NETWORK |
2551 |
- |
2024-03-31 |
9,000 |
$207,000 |
-102 |
|
| Cetera Investment Advisers |
3301 |
*New |
2024-03-31 |
9,000 |
$207,000 |
9,000 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
632 |
*New |
2024-03-31 |
8,900 |
$205,000 |
8,900 |
|
| CLS INVESTMENT FIRM LLC |
1290 |
*New |
2022-12-31 |
9,126 |
$202,000 |
9,126 |
|
| BANK OF NEW YORK MELLON CORP |
3799 |
- |
2024-03-31 |
8,747 |
$201,000 |
-1,050 |
|
| WELLS FARGO & CO/MN |
3996 |
- |
2024-03-31 |
7,792 |
$179,000 |
500 |
|
| Advisor Group Holdings Inc. |
3895 |
- |
2024-03-31 |
6,490 |
$149,000 |
1,252 |
|
| UBS Group AG |
4869 |
- |
2024-03-31 |
6,326 |
$146,000 |
-1,084 |
|
| ROYAL BANK OF CANADA |
4749 |
- |
2024-03-31 |
3,280 |
$76,000 |
0 |
|
| IFP Advisors Inc |
1601 |
- |
2023-12-31 |
1,727 |
$40,000 |
0 |
|
| JONES FINANCIAL COMPANIES LLLP |
802 |
- |
2024-03-31 |
1,435 |
$33,000 |
1,300 |
|
| TOMPKINS FINANCIAL CORP |
457 |
*New |
2024-03-31 |
693 |
$16,000 |
693 |
|
| GAMMA Investing LLC |
1902 |
- |
2024-03-31 |
563 |
$13,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
568 |
- |
2024-03-31 |
398 |
$9,000 |
3 |
|
| FLOW TRADERS U.S. LLC |
753 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,925 |
|
| BANK OF MONTREAL /CAN/ |
3461 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,246 |
|
| PROEQUITIES INC. |
8676 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
42 Records found
|
1
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