| |
Institutional
Holders
Total
Institutions:
 |
117  4 |
|
|
Total
shares held :
|
8,550,160 |
|
|
% of shares
held :
|
61.07% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 6 |
|
|
Amount
of shares held :
|
-513,361 |
|
|
% of shares
held change :
|
-3.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.87 |
|
|
Last
Quarter's Ending
Price :
|
$42.57 |
|
|
Last
Quarter's Average
Price :
|
$40.98 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.41 (3.44%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
95 |
- |
2024-03-31 |
40,480 |
$1,723,000 |
0 |
|
| HTLF Bank |
117 |
- |
2024-03-31 |
16,000 |
$681,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1399 |
- |
2024-03-31 |
13,797 |
$587,000 |
0 |
|
| DUBUQUE BANK & TRUST CO |
122 |
- |
2023-09-30 |
16,000 |
$584,000 |
0 |
|
| Bond & Devick Financial Network Inc. |
63 |
- |
2024-03-31 |
13,561 |
$577,000 |
0 |
|
| DEUTSCHE BANK AG |
2219 |
- |
2024-03-31 |
12,915 |
$550,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
934 |
- |
2024-03-31 |
12,191 |
$519,000 |
0 |
|
| United Advisor Group LLC |
145 |
- |
2024-03-31 |
8,349 |
$355,000 |
0 |
|
| Key Financial Inc |
176 |
- |
2024-03-31 |
2,849 |
$344,000 |
0 |
|
| Connecticut Wealth Management LLC |
254 |
- |
2024-03-31 |
8,025 |
$342,000 |
0 |
|
| NEW ENGLAND GUILD WEALTH ADVISORS INC. |
58 |
- |
2022-12-31 |
8,025 |
$293,000 |
0 |
|
| FIRST MANHATTAN CO |
602 |
- |
2024-03-31 |
6,400 |
$272,000 |
0 |
|
| WELCH & FORBES LLC |
355 |
- |
2024-03-31 |
6,178 |
$263,000 |
0 |
|
| CARRET ASSET MANAGEMENT |
234 |
- |
2024-03-31 |
6,000 |
$255,000 |
0 |
|
| Rodgers & Associates LTD |
78 |
- |
2024-03-31 |
5,894 |
$251,000 |
0 |
|
| Northwest Financial Advisors |
114 |
- |
2024-03-31 |
5,471 |
$233,000 |
0 |
|
| Financial Guidance Group Inc. |
53 |
- |
2024-03-31 |
5,120 |
$218,000 |
0 |
|
| Annapolis Financial Services LLC |
95 |
- |
2024-03-31 |
4,000 |
$170,000 |
0 |
|
| Farther Finance Advisors LLC |
739 |
- |
2024-03-31 |
3,991 |
$169,000 |
0 |
|
| COMERICA BANK |
2432 |
- |
2024-03-31 |
3,174 |
$135,000 |
0 |
|
| Capital Investment Advisory Services LLC |
530 |
- |
2024-03-31 |
3,058 |
$130,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2476 |
- |
2024-03-31 |
2,871 |
$122,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
281 |
- |
2024-03-31 |
2,520 |
$107,000 |
0 |
|
| NBC SECURITIES INC. |
1034 |
- |
2024-03-31 |
1,650 |
$71,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
400 |
- |
2024-03-31 |
1,512 |
$64,000 |
0 |
|
| Geneos Wealth Management Inc. |
998 |
- |
2024-03-31 |
1,425 |
$61,000 |
0 |
|
| Advanced Asset Management Advisors Inc |
81 |
- |
2024-03-31 |
1,380 |
$59,000 |
0 |
|
| Impact Partnership Wealth LLC |
331 |
- |
2024-03-31 |
1,100 |
$47,000 |
0 |
|
| LGT Financial Advisors LLC |
242 |
- |
2024-03-31 |
1,017 |
$43,000 |
0 |
|
| JJJ Advisors Inc. |
448 |
- |
2024-03-31 |
906 |
$39,000 |
0 |
|
| PROEQUITIES INC. |
1385 |
- |
2024-03-31 |
700 |
$30,000 |
0 |
|
| MOTCO |
417 |
- |
2024-03-31 |
402 |
$17,000 |
0 |
|
| Iron Horse Wealth Management LLC |
187 |
- |
2024-03-31 |
204 |
$9,000 |
0 |
|
| VitalStone Financial LLC |
314 |
- |
2024-03-31 |
160 |
$7,000 |
0 |
|
| Global Retirement Partners LLC |
3431 |
- |
2024-03-31 |
6 |
$0 |
0 |
|
|
35 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
