| |
Institutional
Holders
Total
Institutions:
 |
321  4 |
|
|
Total
shares held :
|
69,442,998 |
|
|
% of shares
held :
|
44.86% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 12 |
|
|
Amount
of shares held :
|
5,677,320 |
|
|
% of shares
held change :
|
3.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.77 |
|
|
Last
Quarter's Ending
Price :
|
$28.78 |
|
|
Last
Quarter's Average
Price :
|
$27.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.96 (3.48%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Toroso Investments LLC |
164 |
*New |
2024-03-31 |
227,403 |
$6,604,000 |
227,403 |
|
| BDO Wealth Advisors LLC |
49 |
*New |
2023-06-30 |
140,537 |
$3,903,000 |
140,537 |
|
| RETIREMENT CAPITAL STRATEGIES |
16 |
*New |
2024-03-31 |
133,366 |
$3,870,000 |
133,366 |
|
| NBT BANK N A /NY |
96 |
*New |
2024-03-31 |
124,746 |
$3,620,000 |
124,746 |
|
| GRIES FINANCIAL LLC |
45 |
*New |
2024-03-31 |
99,313 |
$2,882,000 |
99,313 |
|
| Cornerstone Wealth Group LLC |
95 |
*New |
2024-03-31 |
74,936 |
$2,175,000 |
74,936 |
|
| PROSPERA FINANCIAL SERVICES |
372 |
*New |
2023-12-31 |
51,378 |
$1,479,000 |
51,378 |
|
| CENTAURUS FINANCIAL INC. |
193 |
*New |
2024-03-31 |
47,519 |
$1,379,000 |
47,519 |
|
| Beaumont Capital Management LLC |
30 |
*New |
2024-03-31 |
44,167 |
$1,282,000 |
44,167 |
|
| TAP Consulting LLC |
99 |
*New |
2024-03-31 |
36,970 |
$1,073,000 |
36,970 |
|
| Darrow Company Inc. |
25 |
*New |
2024-03-31 |
36,226 |
$1,051,000 |
36,226 |
|
| Transcendent Capital Group LLC |
49 |
*New |
2024-03-31 |
30,480 |
$885,000 |
30,480 |
|
| SYNOVUS FINANCIAL CORP |
487 |
*New |
2024-03-31 |
29,808 |
$865,000 |
29,808 |
|
| Strategic Wealth Designers |
82 |
*New |
2023-12-31 |
16,703 |
$481,000 |
16,703 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
416 |
*New |
2024-03-31 |
16,110 |
$468,000 |
16,110 |
|
| SageView Advisory Group LLC |
361 |
*New |
2024-03-31 |
3,172 |
$395,000 |
3,172 |
|
| HARTLINE INVESTMENT CORP/ |
253 |
*New |
2024-03-31 |
12,838 |
$373,000 |
12,838 |
|
| Balboa Wealth Partners |
143 |
*New |
2024-03-31 |
12,524 |
$363,000 |
12,524 |
|
| TFB Advisors LLC |
197 |
*New |
2024-03-31 |
10,865 |
$307,000 |
10,865 |
|
| Worth Asset Management LLC |
87 |
*New |
2024-03-31 |
10,278 |
$298,000 |
10,278 |
|
| ALLEN INVESTMENT MANAGEMENT LLC |
187 |
*New |
2024-03-31 |
10,250 |
$297,000 |
10,250 |
|
| Global Assets Advisory LLC |
47 |
*New |
2023-12-31 |
10,325 |
$296,000 |
10,325 |
|
| CIBC GLOBAL ASSET MANAGEMENT INC |
891 |
*New |
2024-03-31 |
8,807 |
$256,000 |
8,807 |
|
| GOTHAM ASSET MANAGEMENT, LLC |
1228 |
*New |
2024-03-31 |
8,791 |
$255,000 |
8,791 |
|
| COMERICA SECURITIESINC. |
399 |
*New |
2023-09-30 |
9,131 |
$247,000 |
9,131 |
|
| Change Path LLC |
804 |
*New |
2024-03-31 |
7,765 |
$225,000 |
7,765 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
267 |
*New |
2024-03-31 |
7,714 |
$224,000 |
7,714 |
|
| Pointe Capital Management LLC |
143 |
*New |
2024-03-31 |
7,718 |
$224,000 |
7,718 |
|
| WEDBUSH MORGAN SECURITIES INC |
1056 |
*New |
2024-03-31 |
7,344 |
$213,000 |
7,344 |
|
| Fulcrum Equity Management |
107 |
*New |
2024-03-31 |
7,309 |
$212,000 |
7,309 |
|
| J.W. COLE ADVISORS INC. |
825 |
*New |
2024-03-31 |
6,968 |
$202,000 |
6,968 |
|
| Keystone Financial Group |
332 |
*New |
2024-03-31 |
6,940 |
$201,000 |
6,940 |
|
| WFA of San Diego LLC |
236 |
*New |
2023-09-30 |
743 |
$20,000 |
743 |
|
| Fernwood Investment Management LLC |
637 |
*New |
2024-03-31 |
175 |
$5,000 |
175 |
|
| Founders Financial Alliance LLC |
531 |
*New |
2024-03-31 |
61 |
$2,000 |
61 |
|
| Parallel Advisors LLC |
2774 |
*New |
2024-03-31 |
70 |
$2,000 |
70 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
824 |
*New |
2024-03-31 |
19 |
$1,000 |
19 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
931 |
*New |
2022-12-31 |
30 |
$1,000 |
30 |
|
| First Personal Financial Services |
338 |
*New |
2024-03-31 |
37 |
$1,000 |
37 |
|
|
39 Records found
|
1
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