| |
Institutional
Holders
Total
Institutions:
 |
176  3 |
|
|
Total
shares held :
|
99,752,817 |
|
|
% of shares
held :
|
83.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
647,552 |
|
|
% of shares
held change :
|
 0.54% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.27 |
|
|
Last
Quarter's Ending
Price :
|
$25.36 |
|
|
Last
Quarter's Average
Price :
|
$25.11 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.16 (12.58%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Gravity Wealth Inc. |
31 |
- |
2023-12-31 |
24,605 |
$94,974,000 |
0 |
|
| GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
74 |
- |
2023-12-31 |
92,750 |
$2,352,000 |
0 |
|
| ARROW INVESTMENT ADVISORS, LLC |
14 |
- |
2023-12-31 |
73,178 |
$1,856,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1134 |
- |
2023-12-31 |
39,455 |
$1,001,000 |
0 |
|
| RMB CAPITAL MANAGEMENT LLC |
368 |
- |
2023-12-31 |
23,375 |
$593,000 |
0 |
|
| EVOKE WEALTH LLC |
411 |
- |
2023-12-31 |
21,679 |
$550,000 |
0 |
|
| Fiduciary Group LLC |
168 |
- |
2023-12-31 |
21,400 |
$543,000 |
0 |
|
| Annandale Capital LLC |
86 |
- |
2023-12-31 |
18,800 |
$477,000 |
0 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
461 |
- |
2023-12-31 |
15,925 |
$404,000 |
0 |
|
| Covenant Asset Management LLC |
115 |
- |
2024-03-31 |
10,789 |
$307,000 |
0 |
|
| CLS INVESTMENT FIRM LLC |
1165 |
- |
2022-12-31 |
13,247 |
$288,000 |
0 |
|
| H D Vest Advisory Services |
1332 |
- |
2023-12-31 |
9,800 |
$249,000 |
0 |
|
| HAVERFORD TRUST CO |
346 |
- |
2023-12-31 |
9,100 |
$231,000 |
0 |
|
| Capital Asset Advisory Services LLC |
293 |
- |
2024-03-31 |
7,930 |
$227,000 |
0 |
|
| WATERS PARKERSON & CO INC |
174 |
- |
2023-12-31 |
8,250 |
$209,000 |
0 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
327 |
- |
2023-12-31 |
8,150 |
$207,000 |
0 |
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
447 |
- |
2023-12-31 |
6,690 |
$170,000 |
0 |
|
| Arlington Trust Co LLC |
160 |
- |
2024-03-31 |
5,606 |
$160,000 |
0 |
|
| Tyler-Stone Wealth Management |
279 |
- |
2023-12-31 |
3,376 |
$86,000 |
0 |
|
| Pacific Center for Financial Services |
170 |
- |
2023-12-31 |
1,975 |
$50,000 |
0 |
|
| Lee Financial CORP |
240 |
- |
2023-12-31 |
1,870 |
$47,000 |
0 |
|
| FTB Advisors Inc. |
984 |
- |
2024-03-31 |
1,636 |
$47,000 |
0 |
|
| OXFORD FINANCIAL GROUP LTD |
265 |
- |
2023-12-31 |
1,639 |
$42,000 |
0 |
|
| Aptus Capital Advisors LLC |
706 |
- |
2023-12-31 |
1,292 |
$33,000 |
0 |
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
235 |
- |
2023-12-31 |
943 |
$24,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
525 |
- |
2023-12-31 |
935 |
$24,000 |
0 |
|
| Castleview Partners LLC |
424 |
- |
2023-12-31 |
877 |
$22,000 |
0 |
|
| FIRST MANHATTAN CO |
1020 |
- |
2023-12-31 |
800 |
$20,000 |
0 |
|
| ZRC WEALTH MANAGEMENT LLC |
303 |
- |
2024-03-31 |
630 |
$18,000 |
0 |
|
| Parallel Advisors LLC |
2021 |
- |
2023-12-31 |
680 |
$17,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
743 |
- |
2023-12-31 |
626 |
$16,000 |
0 |
|
| Beacon Capital Management LLC |
476 |
- |
2023-12-31 |
467 |
$12,000 |
0 |
|
| Key Financial Inc |
718 |
- |
2024-03-31 |
444 |
$11,000 |
0 |
|
| WALNUT PRIVATE EQUITY PARTNERS LLC |
16 |
- |
2024-03-31 |
345 |
$10,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
360 |
- |
2023-12-31 |
272 |
$7,000 |
0 |
|
| PROEQUITIES INC. |
1845 |
- |
2023-12-31 |
215 |
$5,000 |
0 |
|
| Wagner Wealth Management LLC |
222 |
- |
2024-03-31 |
130 |
$4,000 |
0 |
|
| VitalStone Financial LLC |
353 |
- |
2023-12-31 |
175 |
$4,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
1143 |
- |
2023-12-31 |
85 |
$2,000 |
0 |
|
| EverSource Wealth Advisors LLC |
2280 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
| Retirement Group LLC |
683 |
- |
2023-12-31 |
33 |
$1,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
1147 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
42 Records found
|
1
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