|
Institutional
Holders
Total
Institutions:
|
33 3 |
|
Total
shares held :
|
6,035,486 |
|
% of shares
held :
|
6.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
968,533 |
|
% of shares
held change :
|
1.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.89 |
|
Last
Quarter's Ending
Price :
|
$18.86 |
|
Last
Quarter's Average
Price :
|
$18.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.70 (3.83%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PRINCIPAL FINANCIAL GROUP INC |
528 |
- |
2024-03-31 |
2,279,053 |
$43,667,000 |
25,643 |
|
Cyndeo Wealth Partners LLC |
13 |
- |
2024-03-31 |
815,965 |
$15,634,000 |
4,218 |
|
NICOLET ADVISORY SERVICES LLC |
13 |
- |
2024-03-31 |
766,963 |
$14,599,000 |
15,659 |
|
SUMMIT INVESTMENT ADVISORS INC |
39 |
- |
2024-03-31 |
524,331 |
$10,046,000 |
43,473 |
|
Systelligence LLC |
19 |
- |
2024-03-31 |
490,480 |
$9,398,000 |
-521 |
|
STRATEGIC PLANNING GROUP LLC |
15 |
- |
2024-03-31 |
459,137 |
$8,797,000 |
118,064 |
|
PRINCIPAL SECURITIES INC. |
105 |
- |
2024-03-31 |
326,841 |
$6,262,000 |
91,519 |
|
Cedar Point Capital Partners LLC |
10 |
- |
2023-12-31 |
249,749 |
$4,710,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
2233 |
- |
2024-03-31 |
176,209 |
$3,376,000 |
26,531 |
|
Fortress Wealth Management Inc. |
20 |
- |
2024-03-31 |
143,403 |
$2,748,000 |
12,637 |
|
J P MORGAN CHASE & CO |
2812 |
- |
2024-03-31 |
137,176 |
$2,628,000 |
135,415 |
|
BB&T CORP |
1162 |
*New |
2024-03-31 |
130,303 |
$2,497,000 |
130,303 |
|
AJ Advisors LLC |
13 |
- |
2024-03-31 |
101,168 |
$1,938,000 |
-4,288 |
|
LPL FINANCIAL CORP |
2754 |
- |
2024-03-31 |
79,004 |
$1,514,000 |
39,749 |
|
Advisor Group Holdings Inc. |
1925 |
- |
2024-03-31 |
78,021 |
$1,495,000 |
69,357 |
|
JANE STREET GROUP LLC |
3314 |
- |
2024-03-31 |
41,919 |
$803,000 |
-48,136 |
|
Ameritas Advisory Services LLC |
462 |
- |
2024-03-31 |
37,751 |
$720,000 |
12,375 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
670 |
- |
2024-03-31 |
36,434 |
$698,000 |
2,604 |
|
CLS INVESTMENT FIRM LLC |
882 |
- |
2022-12-31 |
37,605 |
$671,000 |
4,544 |
|
Orion Portfolio Solutions LLC |
1229 |
- |
2024-03-31 |
28,304 |
$542,000 |
-4,721 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
449 |
- |
2023-12-31 |
27,203 |
$516,000 |
0 |
|
Hobart Private Capital LLC |
54 |
*New |
2024-03-31 |
22,817 |
$437,000 |
22,817 |
|
Wright Fund Managment LLC |
58 |
- |
2024-03-31 |
21,978 |
$421,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2936 |
- |
2024-03-31 |
21,875 |
$419,000 |
-4,312 |
|
JANNEY MONTGOMERY SCOTT LLC |
2141 |
- |
2024-03-31 |
20,598 |
$395,000 |
4,000 |
|
Cetera Investment Advisers |
1537 |
- |
2024-03-31 |
13,089 |
$251,000 |
-284 |
|
GTS SECURITIES LLC |
1131 |
- |
2024-03-31 |
11,256 |
$216,000 |
-1,502 |
|
Equitable Holdings Inc. |
1084 |
*New |
2024-03-31 |
10,650 |
$204,000 |
10,650 |
|
PSI Advisors LLC |
126 |
- |
2024-03-31 |
10,484 |
$201,000 |
0 |
|
ROYAL BANK OF CANADA |
4333 |
- |
2024-03-31 |
8,080 |
$155,000 |
-1,280 |
|
Smartleaf Asset Management LLC |
449 |
- |
2024-03-31 |
5,420 |
$103,000 |
1,628 |
|
GPS Wealth Strategies Group LLC |
508 |
*New |
2024-03-31 |
2,600 |
$50,000 |
2,600 |
|
ICA Group Wealth Management LLC |
644 |
- |
2024-03-31 |
1,700 |
$33,000 |
100 |
|
COMERICA BANK |
2967 |
- |
2024-03-31 |
1,235 |
$24,000 |
37 |
|
PNC FINANCIAL SERVICES GROUP INC |
3400 |
*New |
2024-03-31 |
1,097 |
$21,000 |
1,097 |
|
Capital Investment Advisory Services LLC |
753 |
*New |
2024-03-31 |
1,052 |
$20,000 |
1,052 |
|
HARBOUR INVESTMENTS INC. |
2397 |
- |
2023-12-31 |
250 |
$5,000 |
0 |
|
WELLS FARGO & CO/MN |
5805 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
MORGAN STANLEY |
7396 |
*Closed |
2024-03-31 |
0 |
$0 |
-43 |
|
PROEQUITIES INC. |
6653 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
LM Advisors LLC |
588 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
TOWER RESEARCH CAPITAL LLC |
5965 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
42 Records found
|
1
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