| |
Institutional
Holders
Total
Institutions:
 |
104  6 |
|
|
Total
shares held :
|
12,536,617 |
|
|
% of shares
held :
|
17.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
|
Amount
of shares held :
|
-367,464 |
|
|
% of shares
held change :
|
-0.51% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.02 |
|
|
Last
Quarter's Ending
Price :
|
$11.47 |
|
|
Last
Quarter's Average
Price :
|
$11.31 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.21 (1.86%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COHEN & STEERS INC |
161 |
- |
2023-12-31 |
329,884 |
$3,784,000 |
0 |
|
| GELLER FAMILY OFFICE SERVICES LLC |
46 |
- |
2023-12-31 |
119,595 |
$1,384,000 |
0 |
|
| BB&T CORP |
1795 |
- |
2023-12-31 |
56,159 |
$644,000 |
0 |
|
| Tempus Wealth Planning LLC |
135 |
- |
2024-03-31 |
30,565 |
$361,000 |
0 |
|
| Graves-Light Private Wealth Management Inc. |
153 |
- |
2023-12-31 |
23,828 |
$273,000 |
0 |
|
| MELFA WEALTH MANAGEMENT LLC |
148 |
- |
2024-03-31 |
17,833 |
$211,000 |
0 |
|
| OXBOW ADVISORS, LLC |
203 |
- |
2024-03-31 |
17,500 |
$207,000 |
0 |
|
| Summit Financial Strategies Inc. |
144 |
- |
2024-03-31 |
16,489 |
$195,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
725 |
- |
2023-12-31 |
16,487 |
$189,000 |
0 |
|
| Clarity Capital Advisors LLC |
78 |
- |
2024-03-31 |
12,581 |
$149,000 |
0 |
|
| Zhang Financial LLC |
264 |
- |
2024-03-31 |
11,845 |
$140,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2520 |
- |
2024-03-31 |
9,816 |
$116,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
404 |
- |
2024-03-31 |
6,565 |
$78,000 |
0 |
|
| US BANCORP |
2519 |
- |
2024-03-31 |
5,959 |
$70,000 |
0 |
|
| COMERICA BANK |
2632 |
- |
2023-12-31 |
5,702 |
$65,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1972 |
- |
2023-12-31 |
5,070 |
$58,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1540 |
- |
2024-03-31 |
4,406 |
$52,000 |
0 |
|
| PRIVATE TRUST CO NA |
1128 |
- |
2024-03-31 |
3,900 |
$46,000 |
0 |
|
| Venturi Wealth Management LLC |
565 |
- |
2024-03-31 |
3,195 |
$38,000 |
0 |
|
| Geneos Wealth Management Inc. |
1179 |
- |
2024-03-31 |
3,040 |
$36,000 |
0 |
|
| UMB BANK N A/MO |
914 |
- |
2024-03-31 |
2,875 |
$34,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
405 |
- |
2024-03-31 |
2,100 |
$25,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
887 |
- |
2024-03-31 |
1,358 |
$16,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
461 |
- |
2023-06-30 |
1,216 |
$14,000 |
0 |
|
| Raleigh Capital Management Inc. |
561 |
- |
2023-12-31 |
1,000 |
$11,000 |
0 |
|
| Salomon & Ludwin LLC |
577 |
- |
2024-03-31 |
637 |
$8,000 |
0 |
|
| ST GERMAIN D J CO INC |
605 |
- |
2024-03-31 |
395 |
$5,000 |
0 |
|
| Farther Finance Advisors LLC |
2541 |
- |
2023-12-31 |
174 |
$2,000 |
0 |
|
| Key Financial Inc |
1152 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
513 |
- |
2024-03-31 |
95 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
4461 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Glassman Wealth Services |
1127 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
32 Records found
|
1
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