| |
Institutional
Holders
Total
Institutions:
 |
320  28 |
|
|
Total
shares held :
|
48,440,853 |
|
|
% of shares
held :
|
53.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
107 |
|
|
Amount
of shares held :
|
6,395,678 |
|
|
% of shares
held change :
|
7.11% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Vannoy Advisory Group Inc. |
6 |
- |
2024-03-31 |
70,142 |
$6,278,000 |
0 |
|
| Geometric Wealth Advisors |
5 |
- |
2024-03-31 |
52,825 |
$4,728,000 |
0 |
|
| EverSource Wealth Advisors LLC |
66 |
- |
2024-03-31 |
50,733 |
$4,137,000 |
0 |
|
| North Ridge Wealth Advisors Inc. |
12 |
- |
2024-03-31 |
36,359 |
$3,254,000 |
0 |
|
| Lion Street Advisors LLC |
25 |
- |
2024-03-31 |
23,108 |
$1,885,000 |
0 |
|
| Beacon Pointe Advisors LLC |
511 |
- |
2024-03-31 |
21,040 |
$1,883,000 |
0 |
|
| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
508 |
- |
2024-03-31 |
14,306 |
$1,280,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
27 |
- |
2024-03-31 |
13,932 |
$1,247,000 |
0 |
|
| M&T BANK CORP |
836 |
- |
2024-03-31 |
12,597 |
$1,127,000 |
0 |
|
| CITIZENS & NORTHERN CORP |
67 |
- |
2024-03-31 |
11,823 |
$1,058,000 |
0 |
|
| Eaton-Cambridge Inc. |
12 |
- |
2024-03-31 |
11,310 |
$1,012,000 |
0 |
|
| Pine Harbor Wealth Management LLC |
34 |
- |
2024-03-31 |
8,781 |
$786,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
356 |
- |
2024-03-31 |
9,450 |
$771,000 |
0 |
|
| LAM GROUP INC. |
41 |
- |
2024-03-31 |
8,025 |
$718,000 |
0 |
|
| Oakwell Private Wealth Management LLC |
40 |
- |
2024-03-31 |
7,113 |
$637,000 |
0 |
|
| Willow Creek Wealth Management Inc. |
73 |
- |
2023-12-31 |
7,634 |
$623,000 |
0 |
|
| Diversified Portfolios Inc. |
96 |
- |
2024-03-31 |
5,805 |
$520,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
742 |
- |
2024-03-31 |
5,322 |
$476,000 |
0 |
|
| PRIVATE TRUST CO NA |
378 |
- |
2024-03-31 |
5,252 |
$470,000 |
0 |
|
| Alpha Financial Advisors LLC |
24 |
- |
2024-03-31 |
5,065 |
$453,000 |
0 |
|
| JACKSON THORNTON ASSET MANAGEMENT LLC |
37 |
- |
2024-03-31 |
4,851 |
$434,000 |
0 |
|
| Bey-Douglas LLC |
26 |
- |
2024-03-31 |
4,534 |
$406,000 |
0 |
|
| Tillman Hartley LLC |
53 |
- |
2024-03-31 |
4,441 |
$397,000 |
0 |
|
| Life Planning Partners Inc |
51 |
- |
2024-03-31 |
3,565 |
$319,000 |
0 |
|
| Financial Advocates Investment Management |
578 |
- |
2024-03-31 |
3,650 |
$310,000 |
0 |
|
| Vickerman Investment Advisors Inc. |
58 |
- |
2024-03-31 |
3,441 |
$308,000 |
0 |
|
| SMITH & HOWARD WEALTH MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
3,066 |
$274,000 |
0 |
|
| MATHER GROUP, INC. |
472 |
- |
2024-03-31 |
3,143 |
$256,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
94 |
- |
2024-03-31 |
2,796 |
$250,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
654 |
- |
2024-03-31 |
2,718 |
$243,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
587 |
- |
2024-03-31 |
2,696 |
$241,000 |
0 |
|
| CALAMOS WEALTH MANAGEMENT LLC |
226 |
- |
2024-03-31 |
2,673 |
$239,000 |
0 |
|
| EVOKE WEALTH LLC |
359 |
- |
2024-03-31 |
2,551 |
$228,000 |
0 |
|
| FTB Advisors Inc. |
648 |
- |
2024-03-31 |
1,315 |
$118,000 |
0 |
|
| Lindbrook Capital LLC |
514 |
- |
2024-03-31 |
1,195 |
$107,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1248 |
- |
2024-03-31 |
1,159 |
$104,000 |
0 |
|
| Spire Wealth Management |
1048 |
- |
2024-03-31 |
925 |
$83,000 |
0 |
|
| DEUTSCHE BANK AG |
3295 |
- |
2024-03-31 |
572 |
$51,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
909 |
- |
2024-03-31 |
290 |
$26,000 |
0 |
|
| Global Retirement Partners LLC |
1755 |
- |
2024-03-31 |
244 |
$22,000 |
0 |
|
| JJJ Advisors Inc. |
589 |
- |
2024-03-31 |
197 |
$18,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
393 |
- |
2024-03-31 |
81 |
$7,000 |
0 |
|
| Tidemark LLC |
528 |
- |
2024-03-31 |
41 |
$4,000 |
0 |
|
| SOA Wealth Advisors LLC. |
649 |
- |
2024-03-31 |
32 |
$3,000 |
0 |
|
| Global Trust Asset Management LLC |
402 |
- |
2024-03-31 |
30 |
$3,000 |
0 |
|
| ICA Group Wealth Management LLC |
1099 |
- |
2024-03-31 |
32 |
$3,000 |
0 |
|
| Key Financial Inc |
1074 |
- |
2024-03-31 |
26 |
$2,000 |
0 |
|
| Addison Advisors LLC |
632 |
- |
2024-03-31 |
7 |
$1,000 |
0 |
|
| Hartland & Co. LLC |
1373 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
| NOMURA ASSET MANAGEMENT CO LTD |
1617 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
6500 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
51 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
|
|
|
