|
Institutional
Holders
Total
Institutions:
|
513 19 |
|
Total
shares held :
|
199,833,643 |
|
% of shares
held :
|
22.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
2,382,560 |
|
% of shares
held change :
|
0.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$33.66 |
|
Last
Quarter's Ending
Price :
|
$37.22 |
|
Last
Quarter's Average
Price :
|
$34.42 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.75 (16.71%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Shearwater Capital LLC |
5 |
- |
2024-03-31 |
150,124 |
$6,140,000 |
0 |
|
FIRST NATIONAL BANK SIOUX FALLS |
7 |
- |
2024-03-31 |
135,111 |
$5,526,000 |
0 |
|
BUILDER INVESTMENT GROUP INC /ADV |
15 |
- |
2024-03-31 |
127,393 |
$5,210,000 |
0 |
|
Verdence Capital Advisors LLC |
52 |
- |
2024-03-31 |
120,891 |
$4,944,000 |
0 |
|
EverSource Wealth Advisors LLC |
58 |
- |
2024-03-31 |
126,376 |
$4,704,000 |
0 |
|
Investment Advisory Group LLC |
18 |
- |
2024-03-31 |
97,647 |
$3,994,000 |
0 |
|
Waypoint Capital Advisors LLC |
29 |
- |
2024-03-31 |
94,031 |
$3,846,000 |
0 |
|
WETHERBY ASSET MANAGEMENT INC |
143 |
- |
2024-03-31 |
68,224 |
$2,790,000 |
0 |
|
Nicholas Hoffman & Company LLC. |
45 |
- |
2024-03-31 |
68,008 |
$2,782,000 |
0 |
|
Cassady Schiller Wealth Management LLC |
17 |
- |
2024-03-31 |
67,886 |
$2,777,000 |
0 |
|
Quantum Financial Advisors LLC |
29 |
- |
2024-03-31 |
66,690 |
$2,728,000 |
0 |
|
REGIONS FINANCIAL CORP |
322 |
- |
2024-03-31 |
66,234 |
$2,709,000 |
0 |
|
GRAND WEALTH MANAGEMENT LLC |
17 |
- |
2024-03-31 |
65,900 |
$2,695,000 |
0 |
|
PROSPERA FINANCIAL SERVICES |
265 |
- |
2023-12-31 |
70,681 |
$2,631,000 |
0 |
|
ANGELES WEALTH MANAGEMENT LLC |
37 |
- |
2024-03-31 |
63,148 |
$2,583,000 |
0 |
|
WASHINGTON TRUST CO |
121 |
- |
2024-03-31 |
54,542 |
$2,231,000 |
0 |
|
Stone Point Wealth LLC |
46 |
- |
2024-03-31 |
51,732 |
$2,116,000 |
0 |
|
BASSO CAPITAL MANAGEMENT LP |
11 |
- |
2024-03-31 |
48,610 |
$1,988,000 |
0 |
|
Running Point Capital Advisors LLC |
33 |
- |
2024-03-31 |
45,448 |
$1,859,000 |
0 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
152 |
- |
2024-03-31 |
39,390 |
$1,611,000 |
0 |
|
SJS Investment Consulting Inc. |
29 |
- |
2024-03-31 |
37,466 |
$1,532,000 |
0 |
|
Greenspring Advisors LLC |
23 |
- |
2024-03-31 |
31,511 |
$1,289,000 |
0 |
|
Perigon Wealth Management LLC |
348 |
- |
2024-03-31 |
27,811 |
$1,137,000 |
0 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
113 |
- |
2024-03-31 |
27,599 |
$1,129,000 |
0 |
|
Apollon Wealth Management LLC |
451 |
- |
2024-03-31 |
26,008 |
$1,064,000 |
0 |
|
Pictet North America Advisors SA |
89 |
- |
2024-03-31 |
25,825 |
$1,056,000 |
0 |
|
Financial Council Asset Management Inc |
30 |
- |
2024-03-31 |
24,585 |
$1,006,000 |
0 |
|
Arbor Wealth Advisors LLC |
19 |
- |
2024-03-31 |
24,343 |
$996,000 |
0 |
|
Garde Capital Inc. |
85 |
- |
2023-12-31 |
26,598 |
$990,000 |
0 |
|
COLONY GROUP, LLC |
615 |
- |
2024-03-31 |
22,997 |
$941,000 |
0 |
|
MBM Wealth Consultants LLC |
51 |
- |
2024-03-31 |
21,375 |
$874,000 |
0 |
|
Hartland & Co. LLC |
246 |
- |
2024-03-31 |
21,835 |
$873,000 |
0 |
|
GUNN & Co INVESTMENT MANAGEMENT INC. |
35 |
- |
2024-03-31 |
21,024 |
$860,000 |
0 |
|
SMITH CHAS P & ASSOCIATES PA CPAS |
71 |
- |
2024-03-31 |
21,024 |
$860,000 |
0 |
|
Burleson & Company LLC |
87 |
- |
2022-12-31 |
25,578 |
$856,000 |
0 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
576 |
- |
2024-03-31 |
20,650 |
$845,000 |
0 |
|
PINNACLE FINANCIAL PARTNERS INC |
282 |
- |
2024-03-31 |
20,396 |
$834,000 |
0 |
|
Lauer Wealth LLC |
22 |
- |
2024-03-31 |
20,000 |
$797,000 |
0 |
|
DORSEY & WHITNEY TRUST CO LLC |
254 |
- |
2024-03-31 |
19,166 |
$784,000 |
0 |
|
AMARILLO NATIONAL BANK |
51 |
- |
2024-03-31 |
19,084 |
$781,000 |
0 |
|
Personal Capital Advisors Corp |
259 |
- |
2022-12-31 |
22,219 |
$744,000 |
0 |
|
EVOKE WEALTH LLC |
199 |
- |
2024-03-31 |
18,118 |
$741,000 |
0 |
|
BAILARD BIEHL & KAISER INC |
367 |
- |
2024-03-31 |
17,890 |
$732,000 |
0 |
|
Red Tortoise LLC |
47 |
- |
2024-03-31 |
17,856 |
$730,000 |
0 |
|
SEAWARD MANAGEMENT CORP |
172 |
- |
2024-03-31 |
17,795 |
$728,000 |
0 |
|
DELAP WEALTH ADVISORY LLC |
50 |
- |
2024-03-31 |
17,664 |
$722,000 |
0 |
|
Treynor Bancshares Inc. |
49 |
- |
2024-03-31 |
17,635 |
$721,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
62 |
- |
2024-03-31 |
17,487 |
$715,000 |
0 |
|
Key Financial Inc |
100 |
- |
2024-03-31 |
17,351 |
$710,000 |
0 |
|
Sound View Wealth Advisors Group LLC |
199 |
- |
2024-03-31 |
17,170 |
$702,000 |
0 |
|
Narus Financial Partners LLC |
59 |
- |
2024-03-31 |
17,036 |
$697,000 |
0 |
|
Oakmont Partners LLC |
441 |
- |
2024-03-31 |
17,010 |
$696,000 |
0 |
|
GREAT VALLEY ADVISOR GROUP INC. |
429 |
- |
2024-03-31 |
16,937 |
$693,000 |
0 |
|
Rather & Kittrell Inc. |
48 |
- |
2024-03-31 |
16,925 |
$692,000 |
0 |
|
DAVIDSON D A & CO |
861 |
- |
2024-03-31 |
16,768 |
$686,000 |
0 |
|
Taddei Ludwig & Associates Inc. |
32 |
- |
2024-03-31 |
15,726 |
$643,000 |
0 |
|
VISTA CAPITAL PARTNERS, INC. |
37 |
- |
2024-03-31 |
15,277 |
$625,000 |
0 |
|
Capital Investment Advisors LLC |
359 |
- |
2024-03-31 |
14,833 |
$607,000 |
0 |
|
CASTLE WEALTH MANAGEMENT LLC |
74 |
- |
2024-03-31 |
14,433 |
$590,000 |
0 |
|
GenTrust LLC |
94 |
- |
2024-03-31 |
14,422 |
$590,000 |
0 |
|
OXFORD FINANCIAL GROUP LTD |
119 |
- |
2024-03-31 |
14,330 |
$586,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
393 |
- |
2024-03-31 |
14,075 |
$576,000 |
0 |
|
COLLECTIVE FAMILY OFFICE LLC |
103 |
- |
2024-03-31 |
13,867 |
$567,000 |
0 |
|
Center for Financial Planning Inc. |
84 |
- |
2024-03-31 |
13,216 |
$541,000 |
0 |
|
VERITY Wealth Advisors |
50 |
- |
2024-03-31 |
12,775 |
$522,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
202 |
- |
2024-03-31 |
11,339 |
$464,000 |
0 |
|
PRIVATE TRUST CO NA |
383 |
- |
2024-03-31 |
11,335 |
$464,000 |
0 |
|
LIBERTY CAPITAL MANAGEMENT INC |
114 |
- |
2024-03-31 |
10,742 |
$439,000 |
0 |
|
Towneley Capital Management Inc / DE |
35 |
- |
2024-03-31 |
10,717 |
$438,000 |
0 |
|
GDS Wealth Management |
94 |
- |
2024-03-31 |
10,486 |
$429,000 |
0 |
|
NCM Capital Management LLC |
102 |
- |
2024-03-31 |
10,465 |
$428,000 |
0 |
|
Cross Staff Investments Inc |
76 |
- |
2024-03-31 |
10,391 |
$425,000 |
0 |
|
Capital Financial Planning LLC |
49 |
- |
2023-09-30 |
12,257 |
$417,000 |
0 |
|
Western Wealth Management LLC |
415 |
- |
2024-03-31 |
10,157 |
$415,000 |
0 |
|
Baldrige Asset Management LLC |
73 |
- |
2023-03-31 |
12,355 |
$414,000 |
0 |
|
WoodTrust Financial Corp |
105 |
- |
2024-03-31 |
10,081 |
$412,000 |
0 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
94 |
- |
2024-03-31 |
9,942 |
$407,000 |
0 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
125 |
- |
2024-03-31 |
9,896 |
$405,000 |
0 |
|
Steele Capital Management Inc. |
113 |
- |
2024-03-31 |
9,848 |
$403,000 |
0 |
|
Steel Peak Wealth Management LLC |
310 |
- |
2024-03-31 |
9,651 |
$395,000 |
0 |
|
Ironwood Wealth Management llc |
113 |
- |
2024-03-31 |
9,270 |
$379,000 |
0 |
|
Avestar Capital LLC |
259 |
- |
2024-03-31 |
9,163 |
$375,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2184 |
- |
2024-03-31 |
8,991 |
$368,000 |
0 |
|
AQR CAPITAL MANAGEMENT LLC |
2076 |
- |
2024-03-31 |
9,007 |
$368,000 |
0 |
|
49 WEALTH MANAGEMENT LLC |
78 |
- |
2024-03-31 |
8,977 |
$366,000 |
0 |
|
AlTi Global Inc. |
288 |
- |
2024-03-31 |
8,900 |
$364,000 |
0 |
|
Procyon Private Wealth Partners LLC |
384 |
- |
2024-03-31 |
8,864 |
$363,000 |
0 |
|
Goldstein Advisors LLC |
99 |
- |
2024-03-31 |
8,819 |
$361,000 |
0 |
|
GRANDFIELD & DODD LLC |
159 |
- |
2024-03-31 |
8,633 |
$353,000 |
0 |
|
Gerber Kawasaki Wealth & Investment Management |
207 |
- |
2024-03-31 |
8,551 |
$350,000 |
0 |
|
CLIFFORD ASSOCIATES LLC |
251 |
- |
2024-03-31 |
8,538 |
$349,000 |
0 |
|
Physician Wealth Solutions Inc. |
33 |
- |
2024-03-31 |
8,307 |
$340,000 |
0 |
|
RAYMOND JAMES TRUST CO |
918 |
- |
2024-03-31 |
8,191 |
$335,000 |
0 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
233 |
- |
2024-03-31 |
7,701 |
$315,000 |
0 |
|
Pasadena Private Wealth LLC |
101 |
- |
2024-03-31 |
7,653 |
$313,000 |
0 |
|
MBL Wealth LLC |
152 |
- |
2024-03-31 |
7,229 |
$296,000 |
0 |
|
MB Generational Wealth LLC |
39 |
- |
2024-03-31 |
7,193 |
$294,000 |
0 |
|
Joel Isaacson & Co. LLC |
279 |
- |
2024-03-31 |
7,188 |
$294,000 |
0 |
|
Well Done LLC |
149 |
- |
2024-03-31 |
6,984 |
$286,000 |
0 |
|
GSB Wealth Management LLC |
182 |
- |
2024-03-31 |
7,002 |
$286,000 |
0 |
|
|
100 Records found
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1
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