|
Institutional
Holders
Total
Institutions:
|
209 3 |
|
Total
shares held :
|
15,882,040 |
|
% of shares
held :
|
69.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-475,271 |
|
% of shares
held change :
|
-2.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.68 |
|
Last
Quarter's Ending
Price :
|
$31.76 |
|
Last
Quarter's Average
Price :
|
$29.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.30 (11.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CX Institutional |
90 |
- |
2024-03-31 |
177,420 |
$5,763,000 |
0 |
|
Annapolis Financial Services LLC |
27 |
- |
2024-03-31 |
120,470 |
$3,913,000 |
0 |
|
BALLENTINE FINN & COMPANY INC |
161 |
- |
2024-03-31 |
57,154 |
$1,856,000 |
0 |
|
LEE MUNDER CAPITAL GROUP, LLC |
157 |
- |
2024-03-31 |
45,300 |
$1,471,000 |
0 |
|
Mill Creek Capital Advisors LLC |
96 |
- |
2024-03-31 |
34,792 |
$1,130,000 |
0 |
|
NORTHERN TRUST CORP |
3405 |
- |
2024-03-31 |
23,850 |
$775,000 |
0 |
|
Cassaday & Co Wealth Management LLC |
135 |
- |
2024-03-31 |
23,168 |
$752,000 |
0 |
|
Private Ocean LLC |
77 |
- |
2024-03-31 |
21,475 |
$697,000 |
0 |
|
Werba Rubin Papier Wealth Management |
69 |
- |
2024-03-31 |
17,114 |
$556,000 |
0 |
|
MODERA WEALTH MANAGEMENT, LLC |
420 |
- |
2024-03-31 |
12,800 |
$416,000 |
0 |
|
Seaside Wealth Management Inc. |
34 |
- |
2024-03-31 |
12,113 |
$393,000 |
0 |
|
Key Financial Inc |
177 |
- |
2024-03-31 |
10,585 |
$344,000 |
0 |
|
Mason Investment Advisory Services Inc. |
57 |
- |
2024-03-31 |
7,724 |
$251,000 |
0 |
|
Berger Financial Group Inc |
312 |
- |
2024-03-31 |
7,687 |
$250,000 |
0 |
|
Sterling Wealth Management Inc. |
90 |
- |
2024-03-31 |
7,047 |
$229,000 |
0 |
|
Apella Capital LLC |
277 |
- |
2024-03-31 |
6,828 |
$221,000 |
0 |
|
Capital Analysts Inc. |
429 |
- |
2024-03-31 |
6,543 |
$213,000 |
0 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
360 |
- |
2024-03-31 |
6,493 |
$211,000 |
0 |
|
JMG FINANCIAL GROUP, LTD. |
117 |
- |
2024-03-31 |
6,329 |
$206,000 |
0 |
|
Capital Advisors Ltd. LLC |
325 |
- |
2024-03-31 |
3,825 |
$124,000 |
0 |
|
CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
94 |
- |
2022-12-31 |
2,683 |
$79,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
428 |
- |
2024-03-31 |
2,132 |
$69,000 |
0 |
|
HANSON MCCLAIN, INC. |
1275 |
- |
2024-03-31 |
1,623 |
$53,000 |
0 |
|
UMB BANK N A/MO |
828 |
- |
2024-03-31 |
1,600 |
$52,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
360 |
- |
2024-03-31 |
1,400 |
$45,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1679 |
- |
2024-03-31 |
1,180 |
$38,000 |
0 |
|
PrairieView Partners LLC |
212 |
- |
2024-03-31 |
956 |
$32,000 |
0 |
|
AdvisorNet Financial Inc |
948 |
- |
2024-03-31 |
948 |
$31,000 |
0 |
|
Capital Investment Advisory Services LLC |
719 |
- |
2024-03-31 |
889 |
$29,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1038 |
- |
2024-03-31 |
550 |
$18,000 |
0 |
|
AllSquare Wealth Management LLC |
334 |
- |
2024-03-31 |
465 |
$15,000 |
0 |
|
Baldrige Asset Management LLC |
246 |
- |
2023-03-31 |
425 |
$13,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
604 |
- |
2024-03-31 |
360 |
$12,000 |
0 |
|
Cetera Trust Company N.A |
293 |
- |
2024-03-31 |
350 |
$11,000 |
0 |
|
Sage Mountain Advisors LLC |
394 |
- |
2024-03-31 |
241 |
$8,000 |
0 |
|
MARYLAND CAPITAL ADVISORS INC. |
165 |
- |
2024-03-31 |
255 |
$8,000 |
0 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
237 |
- |
2024-03-31 |
244 |
$8,000 |
0 |
|
CHILTON CAPITAL MANAGEMENT LLC |
484 |
- |
2024-03-31 |
243 |
$8,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
323 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
603 |
- |
2024-03-31 |
218 |
$7,000 |
0 |
|
Archer Investment Corp |
744 |
- |
2024-03-31 |
140 |
$5,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1293 |
- |
2024-03-31 |
139 |
$5,000 |
0 |
|
PSI Advisors LLC |
600 |
- |
2024-03-31 |
125 |
$4,000 |
0 |
|
J P MORGAN CHASE & CO |
5186 |
- |
2024-03-31 |
95 |
$3,000 |
0 |
|
Qube Research & Technologies Ltd |
3450 |
- |
2024-03-31 |
105 |
$3,000 |
0 |
|
PROEQUITIES INC. |
2058 |
- |
2024-03-31 |
60 |
$2,000 |
0 |
|
First Command Financial Services Inc. |
395 |
- |
2023-06-30 |
28 |
$1,000 |
0 |
|
Pacifica Partners Inc. |
482 |
- |
2024-03-31 |
39 |
$1,000 |
0 |
|
CARDIFF PARK ADVISORS LLC |
347 |
- |
2024-03-31 |
39 |
$1,000 |
0 |
|
First Command Bank |
399 |
- |
2023-06-30 |
28 |
$1,000 |
0 |
|
First Command Advisory Services Inc. |
498 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
|
51 Records found
|
1
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