| |
Institutional
Holders
Total
Institutions:
 |
285  10 |
|
|
Total
shares held :
|
90,037,035 |
|
|
% of shares
held :
|
31.76% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
84 |
|
|
Amount
of shares held :
|
8,762,830 |
|
|
% of shares
held change :
|
3.09% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.75 |
|
|
Last
Quarter's Ending
Price :
|
$19.30 |
|
|
Last
Quarter's Average
Price :
|
$18.96 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.22 (1.19%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Horizons Wealth Management |
12 |
- |
2024-03-31 |
215,303 |
$4,155,000 |
0 |
|
| Flaharty Asset Management LLC |
40 |
- |
2023-12-31 |
75,851 |
$1,464,000 |
0 |
|
| Leo Wealth LLC |
144 |
- |
2024-03-31 |
56,144 |
$1,077,000 |
0 |
|
| BFT FINANCIAL GROUP LLC |
119 |
- |
2023-06-30 |
56,144 |
$1,064,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
787 |
- |
2024-03-31 |
49,766 |
$956,000 |
0 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
153 |
- |
2024-03-31 |
41,272 |
$793,000 |
0 |
|
| FRANKLIN RESOURCES INC |
1681 |
- |
2023-12-31 |
40,448 |
$781,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
411 |
- |
2023-12-31 |
39,500 |
$762,000 |
0 |
|
| Gs Investments Inc. |
63 |
- |
2024-03-31 |
36,615 |
$703,000 |
0 |
|
| Snowden Capital Advisors LLC |
688 |
- |
2023-12-31 |
25,402 |
$490,000 |
0 |
|
| ROUNDVIEW CAPITAL LLC |
259 |
- |
2024-03-31 |
25,243 |
$485,000 |
0 |
|
| Divergent Wealth Advisors LLC |
20 |
- |
2024-03-31 |
22,668 |
$435,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
18,350 |
$354,000 |
0 |
|
| Newport Capital Group LLC |
36 |
- |
2023-09-30 |
17,143 |
$322,000 |
0 |
|
| Levy Wealth Management Group LLC |
76 |
- |
2024-03-31 |
15,894 |
$307,000 |
0 |
|
| Robertson Stephens Wealth Management LLC |
372 |
- |
2023-12-31 |
15,850 |
$306,000 |
0 |
|
| FSM Wealth Advisors LLC |
115 |
- |
2023-09-30 |
15,000 |
$282,000 |
0 |
|
| Apollon Wealth Management LLC |
889 |
- |
2024-03-31 |
14,500 |
$279,000 |
0 |
|
| Key Financial Inc |
189 |
- |
2024-03-31 |
13,161 |
$254,000 |
0 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
165 |
- |
2023-12-31 |
12,703 |
$245,000 |
0 |
|
| Yoder Wealth Management Inc. |
85 |
- |
2024-03-31 |
12,700 |
$244,000 |
0 |
|
| GHE LLC |
49 |
- |
2024-03-31 |
12,000 |
$231,000 |
0 |
|
| Foundry Financial Group Inc. |
50 |
- |
2024-03-31 |
10,541 |
$202,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
189 |
- |
2024-03-31 |
9,375 |
$181,000 |
0 |
|
| SJS Investment Consulting Inc. |
132 |
- |
2024-03-31 |
4,924 |
$95,000 |
0 |
|
| AdvisorNet Financial Inc |
713 |
- |
2024-03-31 |
3,678 |
$71,000 |
0 |
|
| MARQUETTE ASSET MANAGEMENT INC. |
133 |
- |
2024-03-31 |
3,568 |
$69,000 |
0 |
|
| Tradewinds Capital Management LLC |
191 |
- |
2024-03-31 |
1,755 |
$34,000 |
0 |
|
| DiNuzzo Private Wealth Inc. |
118 |
- |
2024-03-31 |
1,337 |
$26,000 |
0 |
|
| SMITHFIELD TRUST CO |
712 |
- |
2024-03-31 |
1,125 |
$21,000 |
0 |
|
| Parallel Advisors LLC |
1951 |
- |
2024-03-31 |
1,033 |
$20,000 |
0 |
|
| West Branch Capital LLC |
273 |
- |
2024-03-31 |
503 |
$10,000 |
0 |
|
| NBC SECURITIES INC. |
1863 |
- |
2024-03-31 |
250 |
$4,000 |
0 |
|
| Sound Income Strategies LLC |
1273 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
|
34 Records found
|
1
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