| |
Institutional
Holders
Total
Institutions:
 |
276  9 |
|
|
Total
shares held :
|
98,977,536 |
|
|
% of shares
held :
|
87.32% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
|
Amount
of shares held :
|
6,834,513 |
|
|
% of shares
held change :
|
6.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.64 |
|
|
Last
Quarter's Ending
Price :
|
$36.98 |
|
|
Last
Quarter's Average
Price :
|
$35.41 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.86 (13.72%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
31
|
2,156,684
|
2.18%
|
|
|
|
Increased
Positions : |
95
|
10,107,700
|
10.21%
|
|
 |
Unchanged
Positions : |
69
|
1,742,900
|
1.76%
|
|
|
|
Decreased
Positions : |
81
|
-4,071,975
|
-4.11%
|
|
|
|
Closed
Positions : |
22
|
-1,357,896
|
-1.37%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
84,368 |
$3,120,000 |
0 |
|
| MILESTONE GROUP INC |
58 |
- |
2023-12-31 |
67,906 |
$2,511,000 |
0 |
|
| EVERCORE WEALTH MANAGEMENT, LLC |
197 |
- |
2023-12-31 |
35,624 |
$1,317,000 |
0 |
|
| OLD NATIONAL BANCORP /IN/ |
274 |
- |
2024-03-31 |
30,205 |
$1,236,000 |
0 |
|
| Orin Green Financial LLC |
30 |
- |
2023-12-31 |
32,613 |
$1,206,000 |
0 |
|
| Pinnacle Bank |
47 |
- |
2024-03-31 |
25,922 |
$1,061,000 |
0 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
219 |
- |
2023-12-31 |
27,299 |
$1,010,000 |
0 |
|
| Sontag Advisory LLC |
337 |
- |
2023-12-31 |
23,000 |
$851,000 |
0 |
|
| Bellwether Advisors LLC |
74 |
- |
2023-12-31 |
18,831 |
$696,000 |
0 |
|
| Snowden Capital Advisors LLC |
558 |
- |
2023-12-31 |
18,085 |
$669,000 |
0 |
|
| RWM Asset Management LLC |
84 |
- |
2024-03-31 |
16,260 |
$666,000 |
0 |
|
| Icon Wealth Advisors LLC |
167 |
- |
2023-12-31 |
16,452 |
$608,000 |
0 |
|
| Icon Wealth Partners LLC |
162 |
- |
2023-09-30 |
16,452 |
$574,000 |
0 |
|
| Evanson Asset Management LLC |
165 |
- |
2024-03-31 |
13,777 |
$564,000 |
0 |
|
| WEALTHSOURCE PARTNERS LLC |
324 |
- |
2023-12-31 |
13,287 |
$491,000 |
0 |
|
| Harbour Capital Advisors LLC |
189 |
- |
2024-03-31 |
10,955 |
$445,000 |
0 |
|
| FIFTH THIRD BANCORP |
791 |
- |
2024-03-31 |
10,721 |
$439,000 |
0 |
|
| WETHERBY ASSET MANAGEMENT INC |
605 |
- |
2023-12-31 |
11,270 |
$417,000 |
0 |
|
| Frank Rimerman Advisors LLC |
68 |
- |
2023-12-31 |
11,002 |
$407,000 |
0 |
|
| WALDEN WEALTH PARTNERS LLC |
58 |
- |
2024-03-31 |
9,065 |
$365,000 |
0 |
|
| Acorn Wealth Advisors LLC |
116 |
- |
2024-03-31 |
8,489 |
$347,000 |
0 |
|
| NICOLET ADVISORY SERVICES LLC |
230 |
- |
2023-12-31 |
9,000 |
$332,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
513 |
- |
2023-12-31 |
7,520 |
$278,000 |
0 |
|
| Colorado Capital Management Inc. |
80 |
- |
2024-03-31 |
6,527 |
$267,000 |
0 |
|
| Vigilare Wealth Management |
82 |
- |
2024-03-31 |
5,910 |
$242,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
460 |
- |
2023-12-31 |
6,520 |
$241,000 |
0 |
|
| Next Capital Management LLC |
111 |
- |
2023-12-31 |
6,331 |
$234,000 |
0 |
|
| Clarity Capital Advisors LLC |
73 |
- |
2024-03-31 |
5,676 |
$232,000 |
0 |
|
| Safeguard Investment Advisory Group LLC |
|
- |
2023-12-31 |
6,023 |
$223,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
350 |
- |
2023-12-31 |
2,054 |
$76,000 |
0 |
|
| Mechanics Financial Corp |
140 |
- |
2023-12-31 |
2,035 |
$75,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
282 |
- |
2023-12-31 |
2,000 |
$74,000 |
0 |
|
| Salomon & Ludwin LLC |
266 |
- |
2023-12-31 |
2,075 |
$72,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1210 |
- |
2023-12-31 |
1,750 |
$65,000 |
0 |
|
| SRS Capital Advisors Inc. |
427 |
- |
2023-12-31 |
1,766 |
$65,000 |
0 |
|
| MOTCO |
271 |
- |
2023-12-31 |
1,721 |
$64,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
396 |
- |
2024-03-31 |
1,326 |
$54,000 |
0 |
|
| AdvisorNet Financial Inc |
828 |
- |
2024-03-31 |
1,125 |
$46,000 |
0 |
|
| Friedenthal Financial |
170 |
- |
2024-03-31 |
1,039 |
$43,000 |
0 |
|
| Key Financial Inc |
463 |
- |
2023-12-31 |
1,068 |
$39,000 |
0 |
|
| Archer Investment Corp |
463 |
- |
2023-12-31 |
722 |
$27,000 |
0 |
|
| Tyler-Stone Wealth Management |
456 |
- |
2023-12-31 |
703 |
$26,000 |
0 |
|
| TSFG LLC |
348 |
- |
2024-03-31 |
613 |
$25,000 |
0 |
|
| Cranbrook Wealth Management LLC |
189 |
- |
2024-03-31 |
589 |
$24,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
430 |
- |
2023-12-31 |
500 |
$18,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
683 |
- |
2024-03-31 |
331 |
$14,000 |
0 |
|
| NBC SECURITIES INC. |
1669 |
- |
2024-03-31 |
265 |
$11,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
841 |
- |
2024-03-31 |
250 |
$10,000 |
0 |
|
| WHITTIER TRUST CO |
1281 |
- |
2023-12-31 |
200 |
$7,000 |
0 |
|
| Financial Perspectives Inc |
487 |
- |
2024-03-31 |
150 |
$6,000 |
0 |
|
| McIlrath & Eck LLC |
647 |
- |
2023-12-31 |
164 |
$6,000 |
0 |
|
| MCF Advisors LLC |
685 |
- |
2024-03-31 |
142 |
$6,000 |
0 |
|
| Sunbelt Securities Inc. |
1350 |
- |
2024-03-31 |
113 |
$5,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
458 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
699 |
- |
2023-12-31 |
81 |
$3,000 |
0 |
|
| Truvestments Capital LLC |
653 |
- |
2023-12-31 |
85 |
$3,000 |
0 |
|
| EverSource Wealth Advisors LLC |
2089 |
- |
2023-12-31 |
82 |
$3,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
1092 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| PROEQUITIES INC. |
8692 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
59 Records found
|
1
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