|
Institutional
Holders
Total
Institutions:
|
473 21 |
|
Total
shares held :
|
273,848,887 |
|
% of shares
held :
|
15.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
99 |
|
Amount
of shares held :
|
17,319,524 |
|
% of shares
held change :
|
1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.18 |
|
Last
Quarter's Ending
Price :
|
$33.73 |
|
Last
Quarter's Average
Price :
|
$32.05 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.20 (13.1%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
51
|
1,172,306
|
0.43%
|
|
|
Increased
Positions : |
205
|
19,457,235
|
7.11%
|
|
|
Unchanged
Positions : |
90
|
16,632,891
|
6.07%
|
|
|
Decreased
Positions : |
127
|
-1,401,372
|
-0.51%
|
|
|
Closed
Positions : |
30
|
-1,908,645
|
-0.7%
|
|
|
Guru
Positions : |
2
|
31,136
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
149 |
*New |
2024-03-31 |
2,035,744 |
$72,493,000 |
2,035,744 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
1578 |
*New |
2024-03-31 |
589,010 |
$20,975,000 |
589,010 |
|
Portfolio Strategies Inc. |
25 |
*New |
2024-03-31 |
112,520 |
$4,007,000 |
112,520 |
|
Alhambra Investment Partners LLC |
14 |
*New |
2024-03-31 |
78,459 |
$2,794,000 |
78,459 |
|
MidWestOne Financial Group Inc. |
48 |
*New |
2024-03-31 |
76,641 |
$2,729,000 |
76,641 |
|
Roger Wittlin Investment Advisory LLC |
27 |
*New |
2024-03-31 |
22,795 |
$812,000 |
22,795 |
|
FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
50 |
*New |
2024-03-31 |
19,375 |
$690,000 |
19,375 |
|
Merit Financial Group LLC |
533 |
*New |
2024-03-31 |
16,386 |
$581,000 |
16,386 |
|
Veriti Management LLC |
473 |
*New |
2024-03-31 |
13,726 |
$489,000 |
13,726 |
|
Mayfair Advisory Group LLC |
64 |
*New |
2024-03-31 |
13,159 |
$469,000 |
13,159 |
|
Simplicity WealthLLC |
841 |
*New |
2024-03-31 |
10,511 |
$374,000 |
10,511 |
|
17 CAPITAL PARTNERS LLC |
94 |
*New |
2024-03-31 |
9,794 |
$349,000 |
9,794 |
|
VANGUARD GROUP INC |
4101 |
*New |
2024-03-31 |
9,079 |
$323,000 |
9,079 |
|
Selective Wealth Management |
79 |
*New |
2024-03-31 |
9,008 |
$317,000 |
9,008 |
|
PINNACLE FINANCIAL PARTNERS INC |
385 |
*New |
2024-03-31 |
7,759 |
$276,000 |
7,759 |
|
HARBOUR INVESTMENT MANAGEMENT LLC |
77 |
*New |
2024-03-31 |
7,539 |
$268,000 |
7,539 |
|
CONCENTRIC WEALTH MANAGEMENT LLC |
121 |
*New |
2024-03-31 |
6,990 |
$249,000 |
6,990 |
|
RSM US WEALTH MANAGEMENT LLC |
593 |
*New |
2024-03-31 |
6,664 |
$237,000 |
6,664 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
141 |
*New |
2024-03-31 |
6,316 |
$225,000 |
6,316 |
|
PARAGON CAPITAL MANAGEMENT LTD |
169 |
*New |
2024-03-31 |
6,257 |
$223,000 |
6,257 |
|
Vise Technologies Inc. |
356 |
*New |
2024-03-31 |
5,870 |
$209,000 |
5,870 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
174 |
*New |
2024-03-31 |
5,876 |
$209,000 |
5,876 |
|
CAPITAL ADVISORS INC/OK |
293 |
*New |
2024-03-31 |
5,789 |
$206,000 |
5,789 |
|
TANGLEWOOD WEALTH MANAGEMENT, INC. |
33 |
*New |
2024-03-31 |
5,723 |
$204,000 |
5,723 |
|
CFO4Life Group LLC |
181 |
*New |
2024-03-31 |
5,655 |
$201,000 |
5,655 |
|
Fundamentun LLC |
204 |
*New |
2024-03-31 |
5,623 |
$200,000 |
5,623 |
|
UMB BANK N A/MO |
762 |
*New |
2024-03-31 |
2,102 |
$75,000 |
2,102 |
|
Weaver Capital Management LLC |
146 |
*New |
2024-03-31 |
1,571 |
$56,000 |
1,571 |
|
CAROLINAS WEALTH CONSULTING LLC |
357 |
*New |
2024-03-31 |
1,547 |
$55,000 |
1,547 |
|
FRG Family Wealth Advisors LLC |
205 |
*New |
2024-03-31 |
1,500 |
$52,000 |
1,500 |
|
Laffer Tengler Investments |
202 |
*New |
2024-03-31 |
1,441 |
$51,000 |
1,441 |
|
JONES FINANCIAL COMPANIES LLLP |
737 |
*New |
2024-03-31 |
1,342 |
$48,000 |
1,342 |
|
Continuum Advisory LLC |
621 |
*New |
2024-03-31 |
1,209 |
$43,000 |
1,209 |
|
PALISADE ASSET MANAGEMENT, LLC |
290 |
*New |
2024-03-31 |
991 |
$35,000 |
991 |
|
Atlantic Trust LLC |
266 |
*New |
2024-03-31 |
986 |
$35,000 |
986 |
|
FSA Wealth Management LLC |
205 |
*New |
2024-03-31 |
867 |
$31,000 |
867 |
|
Cassady Schiller Wealth Management LLC |
277 |
*New |
2024-03-31 |
642 |
$23,000 |
642 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
789 |
*New |
2024-03-31 |
453 |
$16,000 |
453 |
|
First Personal Financial Services |
260 |
*New |
2024-03-31 |
401 |
$14,000 |
401 |
|
SJS Investment Consulting Inc. |
331 |
*New |
2024-03-31 |
323 |
$12,000 |
323 |
|
Anfield Capital Management LLC |
161 |
*New |
2024-03-31 |
246 |
$9,000 |
246 |
|
WOODMONT INVESTMENT COUNSEL LLC |
335 |
*New |
2024-03-31 |
247 |
$9,000 |
247 |
|
PRIVATE TRUST CO NA |
1750 |
*New |
2024-03-31 |
228 |
$8,000 |
228 |
|
LifeSteps Financial Inc. |
322 |
*New |
2024-03-31 |
209 |
$7,000 |
209 |
|
MV Capital Management Inc. |
573 |
*New |
2024-03-31 |
168 |
$6,000 |
168 |
|
Aspire Private Capital LLC |
487 |
*New |
2024-03-31 |
132 |
$5,000 |
132 |
|
BALLAST ADVISORS LLC |
167 |
*New |
2024-03-31 |
119 |
$4,000 |
119 |
|
Dunhill Financial LLC |
370 |
*New |
2024-03-31 |
112 |
$4,000 |
112 |
|
Western Pacific Wealth Management LP |
237 |
*New |
2024-03-31 |
81 |
$3,000 |
81 |
|
GODSEY & GIBB ASSOCIATES |
358 |
*New |
2024-03-31 |
41 |
$1,000 |
41 |
|
|
50 Records found
|
1
|
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