| |
Institutional
Holders
Total
Institutions:
 |
56  8 |
|
|
Total
shares held :
|
3,734,076 |
|
|
% of shares
held :
|
80.3% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
|
Amount
of shares held :
|
1,069,097 |
|
|
% of shares
held change :
|
22.99% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.48 |
|
|
Last
Quarter's Ending
Price :
|
$25.60 |
|
|
Last
Quarter's Average
Price :
|
$24.02 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.26 (17.74%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
1867 |
- |
2024-03-31 |
807,107 |
$21,574,000 |
189,134 |
|
| J P MORGAN CHASE & CO |
2129 |
- |
2024-03-31 |
325,900 |
$8,711,000 |
79,529 |
|
| MORGAN STANLEY |
3455 |
- |
2024-03-31 |
303,799 |
$8,121,000 |
98,720 |
|
| LPL FINANCIAL CORP |
1513 |
- |
2024-03-31 |
274,909 |
$7,348,000 |
61,644 |
|
| WELLS FARGO & CO/MN |
1984 |
- |
2024-03-31 |
180,829 |
$4,834,000 |
7,410 |
|
| AMERIPRISE FINANCIAL INC |
2349 |
- |
2024-03-31 |
171,788 |
$4,592,000 |
49,460 |
|
| McAdam LLC |
51 |
- |
2024-03-31 |
167,073 |
$4,466,000 |
11,757 |
|
| BANK OF MONTREAL /CAN/ |
1157 |
- |
2024-03-31 |
130,465 |
$3,508,000 |
118,245 |
|
| Orion Portfolio Solutions LLC |
455 |
- |
2024-03-31 |
116,914 |
$3,125,000 |
5,262 |
|
| SEI INVESTMENTS CO |
1651 |
- |
2024-03-31 |
69,485 |
$1,857,000 |
15,325 |
|
| ARVEST INVESTMENTS INC. |
77 |
- |
2024-03-31 |
68,294 |
$1,826,000 |
48,972 |
|
| RAYMOND JAMES & ASSOCIATES |
2420 |
- |
2024-03-31 |
47,866 |
$1,279,000 |
14,708 |
|
| ROYAL BANK OF CANADA |
2808 |
- |
2024-03-31 |
47,722 |
$1,275,000 |
4,572 |
|
| Advisor Group Holdings Inc. |
2104 |
- |
2024-03-31 |
46,813 |
$1,251,000 |
31,640 |
|
| Integrated Wealth Concepts LLC |
736 |
- |
2024-03-31 |
38,206 |
$1,021,000 |
1,192 |
|
| FINANCIAL NETWORK |
1626 |
- |
2024-03-31 |
28,764 |
$769,000 |
494 |
|
| Ronald Blue Trust Inc. |
266 |
- |
2024-03-31 |
20,062 |
$536,000 |
7,995 |
|
| Equitable Holdings Inc. |
827 |
- |
2024-03-31 |
17,115 |
$457,000 |
3,938 |
|
| BCJ Capital Management LLC |
243 |
- |
2024-03-31 |
16,884 |
$451,000 |
16,884 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2880 |
- |
2024-03-31 |
16,733 |
$447,000 |
1,717 |
|
| TD Waterhouse Canada Inc. |
718 |
- |
2024-03-31 |
6,514 |
$262,000 |
4 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3785 |
- |
2024-03-31 |
9,418 |
$252,000 |
1,164 |
|
| CITIGROUP INC |
3066 |
- |
2024-03-31 |
8,725 |
$233,000 |
692 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2075 |
- |
2024-03-31 |
8,629 |
$231,000 |
621 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2064 |
- |
2024-03-31 |
1,834 |
$49,000 |
1,533 |
|
| Bogart Wealth LLC |
385 |
- |
2024-03-31 |
1,813 |
$48,000 |
450 |
|
| CWM LLC |
2903 |
- |
2024-03-31 |
735 |
$20,000 |
25 |
|
| SIMPLEX TRADING LLC |
1884 |
- |
2024-03-31 |
338 |
$9,000 |
338 |
|
| IFP Advisors Inc |
2355 |
- |
2023-12-31 |
235 |
$6,000 |
4 |
|
|
29 Records found
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1
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