|
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 :
|
|
|
0.97 (5.34%) |
|
|
|
|
|
|
|
|
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 |
214 |
- |
2023-12-31 |
104,136 |
$1,979,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
275 |
- |
2023-12-31 |
75,800 |
$1,440,000 |
0 |
|
Genesee Capital Advisors LLC |
77 |
- |
2024-03-31 |
20,275 |
$395,000 |
0 |
|
LVZ Advisors Inc. |
83 |
- |
2024-03-31 |
19,629 |
$383,000 |
0 |
|
DAVENPORT & CO LLC |
|
- |
2024-03-31 |
19,385 |
$378,000 |
0 |
|
Sontag Advisory LLC |
502 |
- |
2023-12-31 |
17,250 |
$328,000 |
0 |
|
GREAT VALLEY ADVISOR GROUP INC. |
570 |
- |
2023-12-31 |
15,985 |
$304,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
|
- |
2024-03-31 |
14,287 |
$278,000 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
|
- |
2024-03-31 |
11,900 |
$232,000 |
0 |
|
Eudaimonia Partners LLC |
232 |
- |
2024-03-31 |
11,675 |
$228,000 |
0 |
|
DAVIDSON D A & CO |
1232 |
- |
2023-12-31 |
11,074 |
$210,000 |
0 |
|
ADVISOR PARTNERS II LLC |
1183 |
- |
2023-09-30 |
10,000 |
$187,000 |
0 |
|
ANCORA ADVISORS, LLC |
719 |
- |
2023-12-31 |
6,500 |
$124,000 |
0 |
|
Bogart Wealth LLC |
251 |
- |
2024-03-31 |
6,250 |
$122,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
5,748 |
$112,000 |
0 |
|
HANSON MCCLAIN, INC. |
986 |
- |
2024-03-31 |
5,600 |
$109,000 |
0 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
3,740 |
$73,000 |
0 |
|
WEBSTER BANK |
322 |
- |
2024-03-31 |
3,058 |
$60,000 |
0 |
|
DT INVESTMENT PARTNERS, LLC |
211 |
- |
2023-12-31 |
2,936 |
$57,000 |
0 |
|
Legacy Bridge LLC |
219 |
- |
2024-03-31 |
1,554 |
$30,000 |
0 |
|
Key Financial Inc |
544 |
- |
2024-03-31 |
1,328 |
$25,000 |
0 |
|
Hexagon Capital Partners LLC |
632 |
- |
2024-03-31 |
1,160 |
$23,000 |
0 |
|
US BANCORP |
3029 |
- |
2023-12-31 |
1,000 |
$19,000 |
0 |
|
Eukles Asset Management |
141 |
- |
2023-12-31 |
583 |
$11,000 |
0 |
|
Truvestments Capital LLC |
514 |
- |
2023-12-31 |
527 |
$10,000 |
0 |
|
Goss Wealth Management LLC |
2825 |
- |
2023-12-31 |
543 |
$10,000 |
0 |
|
Spire Wealth Management |
1956 |
- |
2024-03-31 |
201 |
$4,000 |
0 |
|
MILESTONE GROUP INC |
|
- |
2024-03-31 |
225 |
$4,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
613 |
- |
2024-03-31 |
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 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
32 Records found
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1
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