|
Institutional
Holders
Total
Institutions:
|
185 13 |
|
Total
shares held :
|
20,380,895 |
|
% of shares
held :
|
74.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
15,094,351 |
|
% of shares
held change :
|
55.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.88 |
|
Last
Quarter's Ending
Price :
|
$29.85 |
|
Last
Quarter's Average
Price :
|
$23.52 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.78 (33.08%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Rye Brook Capital LLC |
18 |
- |
2024-03-31 |
67,000 |
$2,441,000 |
0 |
|
SEI INVESTMENTS CO |
1706 |
- |
2023-12-31 |
51,407 |
$1,534,000 |
0 |
|
Kaizen Financial Strategies |
|
- |
2024-03-31 |
24,330 |
$887,000 |
0 |
|
HBW Advisory Services LLC |
289 |
- |
2024-03-31 |
6,299 |
$188,000 |
0 |
|
Halpern Financial Inc. |
59 |
- |
2024-03-31 |
3,560 |
$124,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1133 |
- |
2024-03-31 |
2,331 |
$85,000 |
0 |
|
US BANCORP |
2401 |
- |
2023-12-31 |
2,857 |
$85,000 |
0 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
215 |
- |
2023-12-31 |
1,847 |
$55,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
452 |
- |
2023-12-31 |
1,350 |
$40,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
380 |
- |
2024-03-31 |
1,075 |
$39,000 |
0 |
|
Tyler-Stone Wealth Management |
388 |
- |
2023-12-31 |
1,308 |
$39,000 |
0 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
1,137 |
$34,000 |
0 |
|
Global Retirement Partners LLC |
1608 |
- |
2024-03-31 |
823 |
$30,000 |
0 |
|
ANCORA ADVISORS, LLC |
1121 |
- |
2023-12-31 |
590 |
$18,000 |
0 |
|
CNB Bank |
|
- |
2024-03-31 |
475 |
$17,000 |
0 |
|
GODSEY & GIBB ASSOCIATES |
237 |
- |
2024-03-31 |
442 |
$16,000 |
0 |
|
Truvestments Capital LLC |
483 |
- |
2023-12-31 |
488 |
$15,000 |
0 |
|
Financial Perspectives Inc |
436 |
- |
2024-03-31 |
335 |
$12,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
681 |
- |
2023-12-31 |
396 |
$12,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
440 |
- |
2024-03-31 |
293 |
$11,000 |
0 |
|
FinTrust Capital Advisors LLC |
808 |
- |
2024-03-31 |
305 |
$11,000 |
0 |
|
SIGNATUREFD, LLC |
|
- |
2024-03-31 |
300 |
$11,000 |
0 |
|
Glassman Wealth Services |
158 |
- |
2024-03-31 |
261 |
$10,000 |
0 |
|
PrairieView Partners LLC |
285 |
- |
2024-03-31 |
221 |
$9,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
429 |
- |
2023-12-31 |
299 |
$9,000 |
0 |
|
Beacon Capital Management LLC |
561 |
- |
2023-12-31 |
472 |
$9,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
610 |
- |
2024-03-31 |
248 |
$7,000 |
0 |
|
HILLSDALE INVESTMENT MANAGEMENT INC. |
470 |
- |
2023-12-31 |
220 |
$7,000 |
0 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
198 |
$7,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
577 |
- |
2024-03-31 |
139 |
$5,000 |
0 |
|
Capital Analysts Inc. |
936 |
- |
2023-12-31 |
164 |
$5,000 |
0 |
|
Venturi Wealth Management LLC |
1081 |
- |
2024-03-31 |
147 |
$5,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
759 |
- |
2023-06-30 |
200 |
$5,000 |
0 |
|
Aspire Private Capital LLC |
488 |
- |
2024-03-31 |
145 |
$5,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
Element Wealth LLC |
231 |
- |
2023-12-31 |
145 |
$4,000 |
0 |
|
Westside Investment Management Inc. |
705 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
Tradition Wealth Management LLC |
1154 |
- |
2023-12-31 |
148 |
$4,000 |
0 |
|
Prestige Wealth Management Group LLC |
651 |
- |
2024-03-31 |
90 |
$3,000 |
0 |
|
QUADRANT CAPITAL GROUP LLC |
2384 |
- |
2023-12-31 |
116 |
$3,000 |
0 |
|
Sargent Bickham Lagudis LLC |
868 |
- |
2022-12-31 |
198 |
$3,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
Bank of New Hampshire |
463 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
ZRC WEALTH MANAGEMENT LLC |
423 |
- |
2024-03-31 |
41 |
$1,000 |
0 |
|
WEST PACES ADVISORS INC. |
498 |
- |
2024-03-31 |
35 |
$1,000 |
0 |
|
Bogart Wealth LLC |
970 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
MARQUETTE ASSET MANAGEMENT INC. |
188 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
Heritage Wealth Advisors |
683 |
- |
2023-12-31 |
15 |
$0 |
0 |
|
HOEY INVESTMENTS INC |
360 |
- |
2023-12-31 |
11 |
$0 |
0 |
|
Lindbrook Capital LLC |
2753 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Baldrige Asset Management LLC |
453 |
- |
2023-03-31 |
21 |
$0 |
0 |
|
|
51 Records found
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1
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