|
Institutional
Holders
Total
Institutions:
|
93 5 |
|
Total
shares held :
|
9,400,607 |
|
% of shares
held :
|
21.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
181,420 |
|
% of shares
held change :
|
0.41% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.64 |
|
Last
Quarter's Ending
Price :
|
$19.00 |
|
Last
Quarter's Average
Price :
|
$18.17 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.26 (1.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FORT PITT CAPITAL GROUP LLC |
34 |
- |
2024-03-31 |
1,935,086 |
$37,715,000 |
-132,996 |
|
MORGAN STANLEY |
3039 |
- |
2023-12-31 |
728,013 |
$13,832,000 |
-48,020 |
|
WELLS FARGO & CO/MN |
1464 |
- |
2023-12-31 |
557,319 |
$10,589,000 |
-34,073 |
|
INVESCO LTD |
1789 |
- |
2023-12-31 |
517,925 |
$9,841,000 |
12,669 |
|
BANK OF AMERICA CORP /DE/ |
2417 |
- |
2023-12-31 |
499,427 |
$9,489,000 |
27,524 |
|
ROYAL BANK OF CANADA |
1494 |
- |
2023-12-31 |
488,987 |
$9,291,000 |
-11,994 |
|
UBS Group AG |
1515 |
- |
2023-12-31 |
477,986 |
$9,082,000 |
9,190 |
|
RAYMOND JAMES & ASSOCIATES |
1177 |
- |
2023-12-31 |
465,714 |
$8,849,000 |
4,549 |
|
LPL FINANCIAL CORP |
1442 |
- |
2023-12-31 |
382,087 |
$7,260,000 |
82,093 |
|
Advisor Group Holdings Inc. |
1000 |
- |
2023-12-31 |
361,981 |
$6,878,000 |
-54,059 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
934 |
- |
2023-12-31 |
339,214 |
$6,445,000 |
-10,401 |
|
PRINCIPAL SECURITIES INC. |
87 |
- |
2023-12-31 |
330,765 |
$6,285,000 |
0 |
|
GUGGENHEIM CAPITAL LLC |
666 |
- |
2023-12-31 |
176,493 |
$3,353,000 |
-18,130 |
|
SHAKER FINANCIAL SERVICES, LLC |
26 |
- |
2023-12-31 |
159,246 |
$3,026,000 |
159,246 |
|
ENVESTNET ASSET MANAGEMENT INC |
2210 |
- |
2023-12-31 |
158,510 |
$3,012,000 |
2,715 |
|
Integrated Wealth Concepts LLC |
355 |
- |
2023-12-31 |
150,275 |
$2,855,000 |
-4,661 |
|
FIXED INCOME SECURITIES INC |
407 |
- |
2023-12-31 |
147,978 |
$2,812,000 |
-4,029 |
|
COHEN & STEERS INC |
214 |
- |
2023-12-31 |
104,136 |
$1,979,000 |
0 |
|
Sunbelt Securities Inc. |
98 |
- |
2024-03-31 |
94,702 |
$1,846,000 |
-682 |
|
AMERIPRISE FINANCIAL INC |
2933 |
- |
2023-12-31 |
80,904 |
$1,537,000 |
2,130 |
|
U.S. Capital Wealth Advisors LLC |
275 |
- |
2023-12-31 |
75,800 |
$1,440,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1467 |
- |
2023-12-31 |
68,016 |
$1,292,000 |
-1,008 |
|
Atria Wealth Solutions Inc. |
798 |
- |
2023-12-31 |
60,481 |
$1,149,000 |
-2,545 |
|
FINANCIAL NETWORK |
1429 |
- |
2023-12-31 |
47,998 |
$912,000 |
2,314 |
|
NATIONAL ASSET MANAGEMENT, INC. |
565 |
- |
2023-12-31 |
47,328 |
$899,000 |
2,302 |
|
Private Advisor Group LLC |
1186 |
- |
2023-12-31 |
45,627 |
$867,000 |
2,757 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
276 |
*New |
2023-12-31 |
42,439 |
$806,000 |
42,439 |
|
WEDBUSH MORGAN SECURITIES INC |
405 |
- |
2023-12-31 |
40,778 |
$775,000 |
17 |
|
Next Level Private LLC |
56 |
- |
2024-03-31 |
38,805 |
$756,000 |
302 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2394 |
- |
2023-12-31 |
36,388 |
$691,000 |
-8,218 |
|
STIFEL FINANCIAL CORP |
2398 |
- |
2023-12-31 |
35,156 |
$668,000 |
11,566 |
|
BB&T CORP |
1796 |
- |
2023-12-31 |
33,898 |
$644,000 |
2,156 |
|
CFO4Life Group LLC |
|
- |
2023-12-31 |
31,500 |
$599,000 |
202 |
|
MONEY CONCEPTS CAPITAL CORP |
257 |
*New |
2023-12-31 |
30,330 |
$576,000 |
30,330 |
|
CFO4Life L.P. |
101 |
- |
2022-12-31 |
30,905 |
$529,000 |
-12,920 |
|
Tyche Wealth Partners LLC |
144 |
- |
2023-12-31 |
25,897 |
$492,000 |
0 |
|
David J Yvars Group |
42 |
- |
2024-03-31 |
23,918 |
$466,000 |
68 |
|
JANNEY MONTGOMERY SCOTT LLC |
1944 |
- |
2023-12-31 |
24,354 |
$463,000 |
-1,542 |
|
ADVISORY SERVICES NETWORK, LLC |
944 |
- |
2023-12-31 |
23,163 |
$440,000 |
1,705 |
|
Shulman DeMeo Asset Management LLC |
81 |
- |
2024-03-31 |
21,751 |
$424,000 |
-83 |
|
Virtue Capital Management LLC |
221 |
*New |
2023-12-31 |
20,724 |
$386,000 |
20,724 |
|
Genesee Capital Advisors LLC |
74 |
*New |
2023-12-31 |
20,275 |
$385,000 |
20,275 |
|
LVZ Advisors Inc. |
83 |
- |
2024-03-31 |
19,629 |
$383,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
376 |
- |
2023-12-31 |
19,749 |
$375,000 |
-1,516 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
19,385 |
$368,000 |
-400 |
|
TBH Global Asset Management LLC |
187 |
- |
2023-12-31 |
17,564 |
$334,000 |
-7,893 |
|
Stonebrook Private Inc. |
145 |
- |
2023-12-31 |
17,352 |
$330,000 |
0 |
|
Sontag Advisory LLC |
502 |
- |
2023-12-31 |
17,250 |
$328,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
16,919 |
$321,000 |
-1,000 |
|
GREAT VALLEY ADVISOR GROUP INC. |
570 |
- |
2023-12-31 |
15,985 |
$304,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1229 |
- |
2023-12-31 |
15,110 |
$287,000 |
610 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
389 |
- |
2023-12-31 |
14,287 |
$271,000 |
-2,065 |
|
Atomi Financial Group Inc. |
457 |
- |
2023-12-31 |
13,853 |
$263,000 |
-25 |
|
CAPTRUST FINANCIAL ADVISORS |
2247 |
- |
2023-12-31 |
12,783 |
$243,000 |
-848 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
580 |
- |
2023-12-31 |
11,900 |
$226,000 |
-4,500 |
|
Eudaimonia Partners LLC |
227 |
- |
2023-12-31 |
11,675 |
$222,000 |
0 |
|
CREATIVE PLANNING |
2380 |
- |
2023-12-31 |
11,034 |
$210,000 |
-684 |
|
DAVIDSON D A & CO |
1232 |
- |
2023-12-31 |
11,074 |
$210,000 |
0 |
|
Financial Security Advisor Inc. |
102 |
- |
2024-03-31 |
10,732 |
$209,000 |
57 |
|
Cetera Investment Advisers |
2011 |
- |
2023-12-31 |
10,813 |
$205,000 |
-601 |
|
Pathstone Holdings LLC |
2067 |
- |
2023-12-31 |
10,000 |
$190,000 |
0 |
|
ADVISOR PARTNERS II LLC |
1183 |
- |
2023-09-30 |
10,000 |
$187,000 |
0 |
|
NBC SECURITIES INC. |
822 |
- |
2024-03-31 |
8,015 |
$156,000 |
11 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1615 |
- |
2023-12-31 |
7,650 |
$145,000 |
-520 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
193 |
- |
2023-12-31 |
6,572 |
$125,000 |
140 |
|
ANCORA ADVISORS, LLC |
719 |
- |
2023-12-31 |
6,500 |
$124,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2460 |
- |
2023-12-31 |
6,480 |
$123,000 |
-14,002 |
|
Bogart Wealth LLC |
242 |
- |
2023-12-31 |
6,250 |
$119,000 |
1,300 |
|
COMERICA BANK |
2464 |
- |
2023-12-31 |
5,800 |
$110,000 |
-22 |
|
HOLLENCREST SECURITIES LLC |
363 |
- |
2023-12-31 |
5,748 |
$109,000 |
-5,050 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
5,600 |
$106,000 |
0 |
|
Ronald Blue Trust Inc. |
820 |
- |
2023-12-31 |
3,740 |
$70,000 |
0 |
|
Team Financial Group LLC |
58 |
- |
2023-12-31 |
3,327 |
$63,000 |
-468 |
|
WEBSTER BANK |
322 |
- |
2024-03-31 |
3,058 |
$60,000 |
0 |
|
DT INVESTMENT PARTNERS, LLC |
211 |
- |
2023-12-31 |
2,936 |
$57,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
724 |
*New |
2023-12-31 |
2,700 |
$51,000 |
2,700 |
|
Legacy Bridge LLC |
213 |
- |
2023-12-31 |
1,554 |
$30,000 |
0 |
|
Vermillion & White Wealth Management Group LLC |
130 |
- |
2023-12-31 |
1,374 |
$26,000 |
0 |
|
Key Financial Inc |
545 |
*New |
2023-12-31 |
1,328 |
$25,000 |
1,328 |
|
J P MORGAN CHASE & CO |
4904 |
- |
2023-12-31 |
1,283 |
$24,000 |
1,219 |
|
Hexagon Capital Partners LLC |
632 |
- |
2024-03-31 |
1,160 |
$23,000 |
0 |
|
US BANCORP |
3029 |
- |
2023-12-31 |
1,000 |
$19,000 |
0 |
|
Able Wealth Management LLC |
262 |
- |
2023-12-31 |
644 |
$12,000 |
0 |
|
Eukles Asset Management |
141 |
- |
2023-12-31 |
583 |
$11,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
714 |
*New |
2023-12-31 |
505 |
$10,000 |
505 |
|
Truvestments Capital LLC |
514 |
- |
2023-12-31 |
527 |
$10,000 |
0 |
|
Goss Wealth Management LLC |
2825 |
- |
2023-12-31 |
543 |
$10,000 |
0 |
|
Sugarloaf Wealth Management LLC |
535 |
- |
2023-12-31 |
294 |
$6,000 |
5 |
|
Spire Wealth Management |
2000 |
- |
2023-12-31 |
201 |
$4,000 |
0 |
|
MILESTONE GROUP INC |
418 |
- |
2023-12-31 |
225 |
$4,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
|
- |
2023-12-31 |
170 |
$3,000 |
0 |
|
HOEY INVESTMENTS INC |
285 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
Lee Financial CORP |
812 |
- |
2023-12-31 |
63 |
$1,000 |
0 |
|
Stonebridge Capital Advisors LLC |
225 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,095 |
|
FIFTH THIRD BANCORP |
2466 |
*Closed |
2023-12-31 |
0 |
$0 |
-970 |
|
GPS Wealth Strategies Group LLC |
1210 |
*Closed |
2023-12-31 |
0 |
$0 |
-725 |
|
TD Waterhouse Canada Inc. |
1607 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,500 |
|
PROEQUITIES INC. |
3829 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CWM LLC |
4490 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
FMR LLC |
5068 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
100 Records found
|
1
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