| |
Institutional
Holders
Total
Institutions:
 |
348  22 |
|
|
Total
shares held :
|
150,198,661 |
|
|
% of shares
held :
|
28.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
-3,922,952 |
|
|
% of shares
held change :
|
-0.76% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.68 |
|
|
Last
Quarter's Ending
Price :
|
$20.89 |
|
|
Last
Quarter's Average
Price :
|
$20.78 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.24 (1.15%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Horizons Wealth Management |
9 |
- |
2024-03-31 |
254,273 |
$5,310,000 |
0 |
|
| Pathstone Holdings LLC |
770 |
- |
2024-03-31 |
128,901 |
$2,703,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
408 |
- |
2023-09-30 |
128,901 |
$2,664,000 |
0 |
|
| Migdal Insurance & Financial Holdings Ltd. |
125 |
- |
2024-03-31 |
73,953 |
$1,551,000 |
0 |
|
| Leo Wealth LLC |
123 |
- |
2024-03-31 |
61,233 |
$1,284,000 |
0 |
|
| BFT FINANCIAL GROUP LLC |
106 |
- |
2023-06-30 |
61,233 |
$1,260,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
752 |
- |
2024-03-31 |
53,774 |
$1,128,000 |
0 |
|
| ROUNDVIEW CAPITAL LLC |
200 |
- |
2024-03-31 |
52,860 |
$1,108,000 |
0 |
|
| FRANKLIN RESOURCES INC |
1905 |
- |
2024-03-31 |
39,360 |
$825,000 |
0 |
|
| Well Done LLC |
79 |
- |
2024-03-31 |
39,295 |
$824,000 |
0 |
|
| Total Wealth Planning LLC |
56 |
- |
2024-03-31 |
33,637 |
$705,000 |
0 |
|
| Heron Bay Capital Management |
57 |
- |
2024-03-31 |
31,605 |
$663,000 |
0 |
|
| Revolve Wealth Partners LLC |
87 |
- |
2024-03-31 |
30,971 |
$649,000 |
0 |
|
| Stephenson & Company Inc. |
20 |
- |
2024-03-31 |
26,988 |
$566,000 |
0 |
|
| COZAD ASSET MANAGEMENT INC |
286 |
- |
2024-03-31 |
17,823 |
$374,000 |
0 |
|
| MCF Advisors LLC |
159 |
- |
2024-03-31 |
17,528 |
$368,000 |
0 |
|
| Atomi Financial Group Inc. |
463 |
- |
2024-03-31 |
16,810 |
$353,000 |
0 |
|
| Kaydan Wealth Management Inc. |
74 |
- |
2024-03-31 |
16,129 |
$338,000 |
0 |
|
| Bridgeworth LLC |
|
- |
2023-12-31 |
14,777 |
$309,000 |
0 |
|
| Levy Wealth Management Group LLC |
78 |
- |
2024-03-31 |
14,547 |
$304,000 |
0 |
|
| TI-TRUST INC |
117 |
- |
2024-03-31 |
13,885 |
$291,000 |
0 |
|
| VALMARK ADVISERS INC |
447 |
- |
2024-03-31 |
13,744 |
$288,000 |
0 |
|
| FINANCIAL COUNSELORS INC |
518 |
- |
2024-03-31 |
12,845 |
$269,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
644 |
- |
2024-03-31 |
12,673 |
$265,000 |
0 |
|
| HANSON MCCLAIN, INC. |
712 |
- |
2024-03-31 |
11,783 |
$247,000 |
0 |
|
| FOCUS Wealth Advisors LLC |
54 |
- |
2024-03-31 |
10,897 |
$229,000 |
0 |
|
| MEITAV DASH INVESTMENTS LTD |
216 |
- |
2024-03-31 |
10,561 |
$221,000 |
0 |
|
| PATTON ALBERTSON & MILLER, LLC |
194 |
- |
2024-03-31 |
10,253 |
$215,000 |
0 |
|
| AdvisorNet Financial Inc |
514 |
- |
2024-03-31 |
7,743 |
$162,000 |
0 |
|
| WFA of San Diego LLC |
103 |
- |
2023-09-30 |
5,568 |
$115,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
268 |
- |
2024-03-31 |
4,300 |
$90,000 |
0 |
|
| Archer Investment Corp |
327 |
- |
2024-03-31 |
4,042 |
$85,000 |
0 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
134 |
- |
2024-03-31 |
3,256 |
$68,000 |
0 |
|
| ATWOOD & PALMER INC |
202 |
- |
2024-03-31 |
3,000 |
$63,000 |
0 |
|
| ANCORA ADVISORS, LLC |
907 |
- |
2024-03-31 |
2,415 |
$51,000 |
0 |
|
| Aspect Partners LLC |
120 |
- |
2024-03-31 |
2,318 |
$49,000 |
0 |
|
| PSI Advisors LLC |
275 |
- |
2024-03-31 |
2,092 |
$44,000 |
0 |
|
| Rosenberg Matthew Hamilton |
452 |
- |
2024-03-31 |
2,000 |
$42,000 |
0 |
|
| Ariel Capital Advisors LLC |
194 |
- |
2024-03-31 |
1,665 |
$35,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
601 |
- |
2024-03-31 |
1,669 |
$35,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
407 |
- |
2024-03-31 |
1,466 |
$31,000 |
0 |
|
| MILESTONE GROUP INC |
312 |
- |
2024-03-31 |
1,221 |
$26,000 |
0 |
|
| TOTH FINANCIAL ADVISORY CORP |
411 |
- |
2024-03-31 |
708 |
$15,000 |
0 |
|
| Mascoma Wealth Management LLC |
297 |
- |
2024-03-31 |
550 |
$12,000 |
0 |
|
| West Branch Capital LLC |
267 |
- |
2024-03-31 |
504 |
$11,000 |
0 |
|
| PRIVATE TRUST CO NA |
1624 |
- |
2024-03-31 |
509 |
$11,000 |
0 |
|
| Bradley & Co. Private Wealth Management LLC |
112 |
- |
2024-03-31 |
485 |
$10,000 |
0 |
|
| Pacifica Partners Inc. |
368 |
- |
2024-03-31 |
416 |
$9,000 |
0 |
|
| Missouri Trust & Investment Co |
322 |
- |
2024-03-31 |
324 |
$7,000 |
0 |
|
| Sachetta LLC |
487 |
- |
2024-03-31 |
265 |
$6,000 |
0 |
|
| Friedenthal Financial |
206 |
- |
2024-03-31 |
174 |
$4,000 |
0 |
|
| Sound Income Strategies LLC |
1128 |
- |
2024-03-31 |
61 |
$1,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1703 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
8826 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
54 Records found
|
1
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