| |
Institutional
Holders
Total
Institutions:
 |
88  8 |
|
|
Total
shares held :
|
13,335,988 |
|
|
% of shares
held :
|
57.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
-487,184 |
|
|
% of shares
held change :
|
-2.1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.19 |
|
|
Last
Quarter's Ending
Price :
|
$27.95 |
|
|
Last
Quarter's Average
Price :
|
$26.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.47 (5.5%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  ENVESTNET ASSET MANAGEMENT INC |
886 |
- |
2024-03-31 |
1,086,250 |
$30,361,000 |
44,203 |
|
| DAVIDSON D A & CO |
70 |
- |
2024-03-31 |
1,019,543 |
$28,496,000 |
33,679 |
|
| Corrigan Financial Inc. |
7 |
- |
2024-03-31 |
840,086 |
$23,480,000 |
599,703 |
|
| Apollon Wealth Management LLC |
27 |
- |
2024-03-31 |
807,702 |
$22,575,000 |
169,017 |
|
| MORGAN STANLEY |
3214 |
- |
2024-03-31 |
404,182 |
$11,297,000 |
16,950 |
|
| Visionary Wealth Advisors |
40 |
- |
2024-03-31 |
337,694 |
$9,439,000 |
43,839 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
661 |
- |
2024-03-31 |
307,627 |
$8,598,000 |
49,667 |
|
| Harbor Group Inc. |
15 |
- |
2024-03-31 |
303,069 |
$8,471,000 |
9,597 |
|
| Tilson Financial Group Inc. |
11 |
- |
2024-03-31 |
240,345 |
$6,718,000 |
11,434 |
|
| Fortress Wealth Management Inc. |
10 |
- |
2024-03-31 |
223,253 |
$6,240,000 |
17,961 |
|
| Independent Family Office LLC |
11 |
- |
2024-03-31 |
123,735 |
$3,458,000 |
615 |
|
| REGAL INVESTMENT ADVISORS, LLC |
147 |
- |
2024-03-31 |
88,994 |
$2,487,000 |
6,946 |
|
| MBE Wealth Management LLC |
10 |
- |
2024-03-31 |
82,857 |
$2,316,000 |
2,973 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1740 |
- |
2024-03-31 |
58,147 |
$1,625,000 |
22,890 |
|
| Geneos Wealth Management Inc. |
277 |
- |
2024-03-31 |
57,816 |
$1,616,000 |
5,744 |
|
| Twelve Points Wealth Management LLC |
56 |
- |
2024-03-31 |
44,995 |
$1,258,000 |
1,925 |
|
| Apollon Financial LLC |
51 |
- |
2024-03-31 |
43,310 |
$1,211,000 |
3,063 |
|
| QUANTITATIVE ADVANTAGE LLC |
80 |
- |
2023-03-31 |
43,618 |
$1,203,000 |
7,280 |
|
| PRIVATE CLIENT SERVICES LLC |
41 |
- |
2024-03-31 |
39,444 |
$1,102,000 |
12,363 |
|
| RAYMOND JAMES & ASSOCIATES |
2538 |
- |
2024-03-31 |
37,690 |
$1,053,000 |
705 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
237 |
- |
2022-12-31 |
36,304 |
$1,000,000 |
12,664 |
|
| Horan Securities Inc. |
23 |
- |
2024-03-31 |
31,124 |
$870,000 |
7,544 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
103 |
- |
2024-03-31 |
29,440 |
$823,000 |
1,751 |
|
| Ellenbecker Investment Group |
49 |
- |
2024-03-31 |
28,167 |
$787,000 |
3,042 |
|
| Legacy Financial Group LLC |
54 |
- |
2024-03-31 |
26,873 |
$751,000 |
26,873 |
|
| Register Financial Advisors LLC |
67 |
- |
2024-03-31 |
25,861 |
$723,000 |
1,534 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
227 |
- |
2024-03-31 |
23,162 |
$647,000 |
2,136 |
|
| Kestra Advisory Services LLC |
1586 |
- |
2024-03-31 |
19,946 |
$557,000 |
6,263 |
|
| IFG Advisory LLC |
309 |
- |
2024-03-31 |
18,413 |
$515,000 |
1,250 |
|
| Keystone Financial Group |
186 |
- |
2024-03-31 |
17,415 |
$487,000 |
3,461 |
|
| FSC Wealth Advisors LLC |
37 |
- |
2024-03-31 |
16,216 |
$453,000 |
6,550 |
|
| Veracity Capital LLC |
145 |
- |
2024-03-31 |
13,904 |
$389,000 |
818 |
|
| Cetera Investment Advisers |
2852 |
- |
2024-03-31 |
12,890 |
$360,000 |
4,609 |
|
| Shepherd Financial Partners LLC |
183 |
- |
2024-03-31 |
10,783 |
$301,000 |
7 |
|
| Betterment LLC |
315 |
- |
2024-03-31 |
10,311 |
$288,000 |
2,441 |
|
| Cornerstone Wealth Management LLC |
442 |
- |
2024-03-31 |
9,772 |
$273,000 |
466 |
|
| Coastal Investment Advisors Inc. |
595 |
- |
2024-03-31 |
1,159 |
$32,000 |
1,159 |
|
|
37 Records found
|
1
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