|
Institutional
Holders
Total
Institutions:
|
221 5 |
|
Total
shares held :
|
34,552,734 |
|
% of shares
held :
|
59.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-39 |
|
Amount
of shares held :
|
682,529 |
|
% of shares
held change :
|
1.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.28 |
|
Last
Quarter's Ending
Price :
|
$23.08 |
|
Last
Quarter's Average
Price :
|
$22.38 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.58 (7.06%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Synergy Financial Management LLC |
19 |
*New |
2024-03-31 |
317,802 |
$7,554,000 |
317,802 |
|
Elmwood Wealth Management Inc. |
42 |
*New |
2024-03-31 |
84,894 |
$2,018,000 |
84,894 |
|
BALYASNY ASSET MANAGEMENT LLC |
1049 |
*New |
2024-03-31 |
81,223 |
$1,931,000 |
81,223 |
|
Ausdal Financial Partners Inc. |
139 |
*New |
2024-03-31 |
55,360 |
$1,316,000 |
55,360 |
|
Beta Wealth Group Inc. |
37 |
*New |
2024-03-31 |
49,419 |
$1,175,000 |
49,419 |
|
PATTEN & PATTEN INC/TN |
173 |
*New |
2024-03-31 |
34,911 |
$830,000 |
34,911 |
|
Operose Advisors LLC |
50 |
*New |
2024-03-31 |
34,900 |
$830,000 |
34,900 |
|
MULTIFINANCIAL SECURITIES CORP |
1315 |
*New |
2024-03-31 |
31,723 |
$754,000 |
31,723 |
|
PFG Investments LLC |
624 |
*New |
2024-03-31 |
16,820 |
$400,000 |
16,820 |
|
Disciplined Investments LLC |
100 |
*New |
2024-03-31 |
12,863 |
$306,000 |
12,863 |
|
Mutual Advisors LLC |
853 |
*New |
2024-03-31 |
12,786 |
$304,000 |
12,786 |
|
CREATIVE PLANNING |
2244 |
*New |
2024-03-31 |
12,552 |
$298,000 |
12,552 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
387 |
*New |
2024-03-31 |
11,098 |
$263,000 |
11,098 |
|
TrinityPoint Wealth LLC |
287 |
*New |
2024-03-31 |
9,172 |
$218,000 |
9,172 |
|
CAPTRUST FINANCIAL ADVISORS |
1963 |
*New |
2024-03-31 |
8,950 |
$213,000 |
8,950 |
|
Proficio Capital Partners LLC |
318 |
*New |
2024-03-31 |
8,615 |
$205,000 |
8,615 |
|
CAROLINAS WEALTH CONSULTING LLC |
254 |
*New |
2024-03-31 |
4,192 |
$100,000 |
4,192 |
|
JONES FINANCIAL COMPANIES LLLP |
817 |
*New |
2024-03-31 |
1,290 |
$31,000 |
1,290 |
|
Vermillion & White Wealth Management Group LLC |
159 |
*New |
2024-03-31 |
997 |
$24,000 |
997 |
|
Ahrens Investment Partners LLC |
453 |
*New |
2023-03-31 |
1,000 |
$22,000 |
1,000 |
|
HANSON MCCLAIN, INC. |
2069 |
*New |
2024-03-31 |
472 |
$11,000 |
472 |
|
Sage Mountain Advisors LLC |
388 |
*New |
2024-03-31 |
400 |
$10,000 |
400 |
|
Byrne Asset Management LLC |
427 |
*New |
2024-03-31 |
80 |
$2,000 |
80 |
|
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23 Records found
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1
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