| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
59,321,426 |
|
|
% of shares
held :
|
33.14% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
2,988,412 |
|
|
% of shares
held change :
|
1.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CLARK CAPITAL MANAGEMENT GROUP INC |
170 |
*New |
2024-03-31 |
168,260 |
$6,601,000 |
168,260 |
|
| FINANCIAL NETWORK |
1056 |
*New |
2024-03-31 |
48,054 |
$1,885,000 |
48,054 |
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
100 |
*New |
2024-03-31 |
42,504 |
$1,667,000 |
42,504 |
|
| NATIONAL BANK OF CANADA /FI/ |
915 |
*New |
2024-03-31 |
38,285 |
$1,479,000 |
38,285 |
|
| Pensionmark Financial Group LLC |
123 |
*New |
2024-03-31 |
29,709 |
$1,165,000 |
29,709 |
|
| Resource Planning Group |
30 |
*New |
2023-12-31 |
32,480 |
$1,114,000 |
32,480 |
|
| Buckingham Strategic Partners |
233 |
*New |
2024-03-31 |
26,581 |
$1,043,000 |
26,581 |
|
| Simplicity WealthLLC |
648 |
*New |
2024-03-31 |
16,363 |
$642,000 |
16,363 |
|
| Sanford Advisory Services LLC |
75 |
*New |
2022-12-31 |
19,102 |
$589,000 |
19,102 |
|
| PARK AVENUE SECURITIES LLC |
912 |
*New |
2024-03-31 |
13,989 |
$549,000 |
13,989 |
|
| Steward Financial Group LLC |
31 |
*New |
2023-09-30 |
16,716 |
$526,000 |
16,716 |
|
| Financial Partners Group Inc |
102 |
*New |
2024-03-31 |
12,893 |
$506,000 |
12,893 |
|
| Envestnet Portfolio Solutions Inc. |
1165 |
*New |
2024-03-31 |
11,519 |
$452,000 |
11,519 |
|
| Sowell Financial Services LLC |
466 |
*New |
2024-03-31 |
11,023 |
$432,000 |
11,023 |
|
| SpiderRock Advisors LLC |
434 |
*New |
2024-03-31 |
10,808 |
$416,000 |
10,808 |
|
| QRG CAPITAL MANAGEMENT INC. |
833 |
*New |
2024-03-31 |
9,579 |
$376,000 |
9,579 |
|
| FRANKLIN RESOURCES INC |
2304 |
*New |
2024-03-31 |
8,361 |
$328,000 |
8,361 |
|
| Weaver Consulting Group |
186 |
*New |
2024-03-31 |
5,625 |
$221,000 |
5,625 |
|
| Oxinas Partners Wealth Management LLC |
115 |
*New |
2024-03-31 |
5,589 |
$219,000 |
5,589 |
|
| Morling Financial Advisors LLC |
69 |
*New |
2024-03-31 |
3,414 |
$134,000 |
3,414 |
|
| TD Waterhouse Canada Inc. |
902 |
*New |
2024-03-31 |
2,535 |
$98,000 |
2,535 |
|
| Global Wealth Strategies & Associates |
61 |
*New |
2024-03-31 |
2,450 |
$96,000 |
2,450 |
|
| Glassman Wealth Services |
105 |
*New |
2024-03-31 |
1,627 |
$64,000 |
1,627 |
|
| BANK OF MONTREAL /CAN/ |
3063 |
*New |
2024-03-31 |
994 |
$39,000 |
994 |
|
| MATHER GROUP, INC. |
1009 |
*New |
2024-03-31 |
729 |
$25,000 |
729 |
|
| STUDIO INVESTMENT MANAGEMENT LLC |
209 |
*New |
2024-03-31 |
567 |
$22,000 |
567 |
|
| TORONTO DOMINION BANK |
910 |
*New |
2024-03-31 |
491 |
$19,000 |
491 |
|
| First Personal Financial Services |
255 |
*New |
2024-03-31 |
371 |
$15,000 |
371 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
546 |
*New |
2024-03-31 |
389 |
$15,000 |
389 |
|
| BALLAST ADVISORS LLC |
161 |
*New |
2024-03-31 |
225 |
$9,000 |
225 |
|
| Penserra Capital Management LLC |
1033 |
*New |
2024-03-31 |
199 |
$7,000 |
199 |
|
| Aspire Private Capital LLC |
471 |
*New |
2024-03-31 |
127 |
$5,000 |
127 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1512 |
*New |
2024-03-31 |
89 |
$3,000 |
89 |
|
| Bare Financial Services Inc |
153 |
*New |
2024-03-31 |
7 |
$0 |
7 |
|
|
34 Records found
|
1
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