| |
Institutional
Holders
Total
Institutions:
 |
211  9 |
|
|
Total
shares held :
|
19,390,723 |
|
|
% of shares
held :
|
16.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
|
Amount
of shares held :
|
1,180,619 |
|
|
% of shares
held change :
|
0.98% |
|
| 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 |
  PORTLAND GLOBAL ADVISORS LLC |
24 |
*New |
2023-12-31 |
88,236 |
$8,746,000 |
88,236 |
|
| Strategic Wealth Partners Ltd. |
13 |
*New |
2023-03-31 |
80,544 |
$8,023,000 |
80,544 |
|
| Atlas Private Wealth Advisors |
16 |
*New |
2023-12-31 |
73,798 |
$7,316,000 |
73,798 |
|
| Eagle Bay Advisors LLC |
6 |
*New |
2023-12-31 |
47,204 |
$4,679,000 |
47,204 |
|
| QUADRANT CAPITAL GROUP LLC |
37 |
*New |
2023-12-31 |
45,000 |
$4,460,000 |
45,000 |
|
| Sightline Wealth Advisors LLC |
19 |
*New |
2024-03-31 |
16,638 |
$1,654,000 |
16,638 |
|
| Eagle Strategies LLC |
73 |
*New |
2024-03-31 |
15,995 |
$1,590,000 |
15,995 |
|
| Long Run Wealth Advisors LLC |
48 |
*New |
2024-03-31 |
15,500 |
$1,541,000 |
15,500 |
|
| DBK Financial Counsel LLC |
23 |
*New |
2024-03-31 |
11,695 |
$1,163,000 |
11,695 |
|
| Horizon Family Wealth Inc. |
21 |
*New |
2023-12-31 |
11,344 |
$1,124,000 |
11,344 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
160 |
*New |
2024-03-31 |
8,284 |
$824,000 |
8,284 |
|
| Global Assets Advisory LLC |
286 |
*New |
2024-03-31 |
67,805 |
$685,000 |
67,805 |
|
| DGS Capital Management LLC |
105 |
*New |
2024-03-31 |
6,581 |
$654,000 |
6,581 |
|
| Running Point Capital Advisors LLC |
50 |
*New |
2023-12-31 |
6,514 |
$646,000 |
6,514 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
396 |
*New |
2023-12-31 |
5,836 |
$579,000 |
5,836 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
5,183 |
$515,000 |
5,183 |
|
| Beacon Pointe Advisors LLC |
908 |
*New |
2023-12-31 |
4,671 |
$463,000 |
4,671 |
|
| FINANCIAL COUNSELORS INC |
435 |
*New |
2024-03-31 |
4,347 |
$432,000 |
4,347 |
|
| HARTLINE INVESTMENT CORP/ |
278 |
*New |
2024-03-31 |
3,210 |
$319,000 |
3,210 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1881 |
*New |
2023-12-31 |
2,941 |
$292,000 |
2,941 |
|
| Good Life Advisors LLC |
|
*New |
2024-03-31 |
2,765 |
$275,000 |
2,765 |
|
| Birchcreek Wealth Management LLC |
|
*New |
2024-03-31 |
2,398 |
$238,000 |
2,398 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
146 |
*New |
2023-12-31 |
2,387 |
$237,000 |
2,387 |
|
| Frontier Asset Management LLC |
56 |
*New |
2023-12-31 |
2,269 |
$225,000 |
2,269 |
|
| OPPENHEIMER & CO INC |
1262 |
*New |
2023-12-31 |
2,157 |
$214,000 |
2,157 |
|
| Strategic Financial Concepts LLC |
288 |
*New |
2024-03-31 |
2,057 |
$205,000 |
2,057 |
|
| RETIREMENT PLANNING GROUP |
211 |
*New |
2024-03-31 |
2,020 |
$201,000 |
2,020 |
|
| Salomon & Ludwin LLC |
|
*New |
2024-03-31 |
1,813 |
$180,000 |
1,813 |
|
| Sugarloaf Wealth Management LLC |
200 |
*New |
2024-03-31 |
1,379 |
$137,000 |
1,379 |
|
| Atlantic Trust LLC |
178 |
*New |
2023-12-31 |
1,377 |
$136,000 |
1,377 |
|
| Colonial Trust Co / SC |
423 |
*New |
2023-12-31 |
833 |
$83,000 |
833 |
|
| ALPHAMARK ADVISORS LLC |
409 |
*New |
2024-03-31 |
260 |
$26,000 |
260 |
|
| Founders Financial Alliance LLC |
429 |
*New |
2023-12-31 |
100 |
$10,000 |
100 |
|
| GRADIENT INVESTMENTS LLC |
1095 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
34 Records found
|
1
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