|
Institutional
Holders
Total
Institutions:
|
58 1 |
|
Total
shares held :
|
3,711,470 |
|
% of shares
held :
|
40.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-906,568 |
|
% of shares
held change :
|
-9.96% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.46 |
|
Last
Quarter's Ending
Price :
|
$19.72 |
|
Last
Quarter's Average
Price :
|
$19.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.08 (0.41%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Whitcomb & Hess Inc. |
11 |
- |
2024-03-31 |
555,425 |
$10,953,000 |
21,312 |
|
MORGAN STANLEY |
3732 |
- |
2024-03-31 |
288,105 |
$5,681,000 |
48,648 |
|
LPL FINANCIAL CORP |
1770 |
- |
2024-03-31 |
253,055 |
$4,990,000 |
34,853 |
|
Royal Fund Management LLC |
82 |
- |
2024-03-31 |
177,421 |
$3,499,000 |
12,218 |
|
Kingsview Wealth Management LLC |
305 |
- |
2024-03-31 |
116,222 |
$2,292,000 |
9,990 |
|
Advisory Alpha LLC |
103 |
- |
2024-03-31 |
113,249 |
$2,233,000 |
15,850 |
|
HIGHTOWER ADVISORS, LLC |
1505 |
- |
2024-03-31 |
83,149 |
$1,641,000 |
5,838 |
|
BANK OF AMERICA CORP /DE/ |
3853 |
- |
2024-03-31 |
68,719 |
$1,355,000 |
19,565 |
|
LifePro Asset Management |
39 |
- |
2024-03-31 |
63,077 |
$1,244,000 |
6,863 |
|
Advisor Group Holdings Inc. |
2572 |
- |
2024-03-31 |
38,325 |
$756,000 |
5,943 |
|
HPM Partners LLC |
1463 |
- |
2024-03-31 |
33,762 |
$666,000 |
22,808 |
|
GeoWealth Management LLC |
375 |
- |
2024-03-31 |
33,589 |
$662,000 |
1,719 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2532 |
- |
2024-03-31 |
24,167 |
$477,000 |
263 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2345 |
- |
2024-03-31 |
22,996 |
$453,000 |
759 |
|
Atria Wealth Solutions Inc. |
1468 |
- |
2024-03-31 |
17,103 |
$337,000 |
460 |
|
Signal Advisors Wealth LLC |
235 |
- |
2024-03-31 |
14,437 |
$285,000 |
1,218 |
|
WCG Wealth Advisors LLC |
248 |
- |
2024-03-31 |
14,199 |
$280,000 |
66 |
|
RAYMOND JAMES & ASSOCIATES |
3404 |
- |
2024-03-31 |
13,278 |
$262,000 |
2,576 |
|
HOYLECOHEN LLC |
259 |
- |
2024-03-31 |
12,117 |
$239,000 |
211 |
|
Global Retirement Partners LLC |
1220 |
- |
2024-03-31 |
3,613 |
$71,000 |
269 |
|
Goss Wealth Management LLC |
2312 |
- |
2024-03-31 |
2,437 |
$48,000 |
3 |
|
UBS Group AG |
5397 |
- |
2024-03-31 |
2,065 |
$41,000 |
776 |
|
WELLS FARGO & CO/MN |
4964 |
- |
2024-03-31 |
1,064 |
$21,000 |
1,000 |
|
HAZLETT BURT & WATSON INC. |
554 |
- |
2024-03-31 |
302 |
$6,000 |
2 |
|
|
24 Records found
|
1
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