| |
Institutional
Holders
Total
Institutions:
 |
200  4 |
|
|
Total
shares held :
|
39,938,089 |
|
|
% of shares
held :
|
75.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
-1,242,408 |
|
|
% of shares
held change :
|
-2.35% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.56 |
|
|
Last
Quarter's Ending
Price :
|
$27.04 |
|
|
Last
Quarter's Average
Price :
|
$25.46 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.29 (12.92%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Walkner Condon Financial Advisors LLC |
39 |
- |
2024-03-31 |
124,000 |
$3,522,000 |
0 |
|
| BTC Capital Management Inc. |
94 |
- |
2024-03-31 |
89,586 |
$2,544,000 |
0 |
|
| FREESTONE CAPITAL HOLDINGS, LLC |
171 |
- |
2023-12-31 |
55,657 |
$1,505,000 |
0 |
|
| MONOGRAPH WEALTH ADVISORS LLC |
33 |
- |
2023-12-31 |
49,665 |
$1,343,000 |
0 |
|
| Towneley Capital Management Inc / DE |
24 |
- |
2024-03-31 |
42,358 |
$1,203,000 |
0 |
|
| Beacon Pointe Advisors LLC |
637 |
- |
2023-12-31 |
39,305 |
$1,063,000 |
0 |
|
| Bristlecone Advisors LLC |
155 |
- |
2024-03-31 |
26,702 |
$758,000 |
0 |
|
| SAGE FINANCIAL GROUP INC |
|
- |
2024-03-31 |
25,771 |
$732,000 |
0 |
|
| CHESLEY TAFT & ASSOCIATES LLC/IL |
244 |
- |
2024-03-31 |
16,484 |
$468,000 |
0 |
|
| Banco Santander S.A. |
347 |
- |
2023-12-31 |
16,493 |
$446,000 |
0 |
|
| Kure Advisory LLC |
56 |
- |
2023-12-31 |
15,526 |
$420,000 |
0 |
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
70 |
- |
2023-12-31 |
12,977 |
$351,000 |
0 |
|
| Highview Capital Management LLC/DE/ |
95 |
- |
2024-03-31 |
12,171 |
$346,000 |
0 |
|
| Radnor Capital Management LLC |
262 |
- |
2024-03-31 |
12,000 |
$341,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2328 |
- |
2024-03-31 |
10,524 |
$299,000 |
0 |
|
| Adviser Investments LLC |
|
- |
2024-03-31 |
9,375 |
$266,000 |
0 |
|
| SCHMEIDLER A R & CO INC |
|
- |
2024-03-31 |
8,579 |
$244,000 |
0 |
|
| LeJeune Puetz Investment Counsel LLC |
150 |
- |
2023-03-31 |
9,375 |
$241,000 |
0 |
|
| Sentry LLC |
111 |
- |
2024-03-31 |
8,250 |
$234,000 |
0 |
|
| Bleakley Financial Group LLC |
|
- |
2023-12-31 |
8,361 |
$226,000 |
0 |
|
| Sawtooth Asset Management Inc. |
930 |
- |
2023-12-31 |
8,361 |
$226,000 |
0 |
|
| Lion Street Advisors LLC |
240 |
- |
2024-03-31 |
7,600 |
$206,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1153 |
- |
2023-12-31 |
7,175 |
$194,000 |
0 |
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
98 |
- |
2023-12-31 |
6,800 |
$184,000 |
0 |
|
| DEUTSCHE BANK AG |
2877 |
- |
2023-12-31 |
6,149 |
$166,000 |
0 |
|
| WASHINGTON TRUST CO |
290 |
- |
2024-03-31 |
5,700 |
$162,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
4,901 |
$139,000 |
0 |
|
| First Pacific Financial |
135 |
- |
2024-03-31 |
4,268 |
$121,000 |
0 |
|
| COMERICA BANK |
2451 |
- |
2023-12-31 |
4,209 |
$114,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
227 |
- |
2024-03-31 |
3,383 |
$96,000 |
0 |
|
| Private Wealth Management Group LLC |
|
- |
2024-03-31 |
3,200 |
$91,000 |
0 |
|
| Lowe fs LLC |
88 |
- |
2024-03-31 |
2,864 |
$81,000 |
0 |
|
| PSI Advisors LLC |
223 |
- |
2024-03-31 |
2,216 |
$63,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
430 |
- |
2022-12-31 |
2,380 |
$57,000 |
0 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
1,900 |
$54,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
803 |
- |
2023-12-31 |
1,890 |
$51,000 |
0 |
|
| Coston McIsaac & Partners |
208 |
- |
2024-03-31 |
1,717 |
$48,000 |
0 |
|
| Newton One Investments LLC |
69 |
- |
2024-03-31 |
1,361 |
$39,000 |
0 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
378 |
- |
2023-12-31 |
1,397 |
$38,000 |
0 |
|
| BerganKDV Wealth Management LLC |
469 |
- |
2023-06-30 |
883 |
$23,000 |
0 |
|
| EMFO LLC |
195 |
- |
2024-03-31 |
754 |
$21,000 |
0 |
|
| MCF Advisors LLC |
531 |
- |
2024-03-31 |
667 |
$19,000 |
0 |
|
| NBC SECURITIES INC. |
1553 |
- |
2024-03-31 |
523 |
$14,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
479 |
- |
2024-03-31 |
480 |
$14,000 |
0 |
|
| Compass Wealth Management LLC |
332 |
- |
2024-03-31 |
452 |
$13,000 |
0 |
|
| Key Financial Inc |
700 |
- |
2024-03-31 |
430 |
$12,000 |
0 |
|
| CITIGROUP INC |
4227 |
- |
2023-12-31 |
328 |
$9,000 |
0 |
|
| BARTLETT & CO. LLC |
992 |
- |
2023-12-31 |
331 |
$9,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
993 |
- |
2023-12-31 |
331 |
$9,000 |
0 |
|
| DUNCKER STREETT & CO INC |
423 |
- |
2024-03-31 |
255 |
$7,000 |
0 |
|
| Sage Mountain Advisors LLC |
398 |
- |
2024-03-31 |
200 |
$6,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
603 |
- |
2024-03-31 |
225 |
$6,000 |
0 |
|
| AdvisorNet Financial Inc |
1433 |
- |
2024-03-31 |
174 |
$5,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
771 |
- |
2024-03-31 |
111 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| DB Wealth Management Group LLC |
368 |
- |
2023-12-31 |
18 |
$0 |
0 |
|
| BLACKROCK INC. |
5031 |
- |
2023-12-31 |
18 |
$0 |
0 |
|
|
57 Records found
|
1
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