|
Institutional
Holders
Total
Institutions:
|
135 7 |
|
Total
shares held :
|
8,585,605 |
|
% of shares
held :
|
28.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
Amount
of shares held :
|
-557,412 |
|
% of shares
held change :
|
-1.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.83 |
|
Last
Quarter's Ending
Price :
|
$30.39 |
|
Last
Quarter's Average
Price :
|
$31.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.80 (2.55%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BLB&B ADVISORS LLC |
10 |
- |
2024-03-31 |
1,555,025 |
$48,361,000 |
215,695 |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT |
15 |
- |
2024-03-31 |
751,079 |
$23,359,000 |
3,804 |
|
Heartland Bank & Trust Co |
|
- |
2023-12-31 |
408,080 |
$12,402,000 |
239,070 |
|
WASHINGTON TRUST BANK |
48 |
- |
2023-12-31 |
246,147 |
$7,480,000 |
114,044 |
|
Camden Capital LLC |
31 |
- |
2023-12-31 |
245,131 |
$7,450,000 |
201,482 |
|
MORGAN STANLEY |
3586 |
- |
2023-12-31 |
233,298 |
$7,090,000 |
176,987 |
|
Forefront Analytics LLC |
8 |
- |
2023-12-31 |
226,165 |
$6,873,000 |
173,161 |
|
ACIMA PRIVATE WEALTH LLC |
13 |
- |
2023-12-31 |
183,232 |
$5,568,000 |
3,058 |
|
Legend Financial Advisors Inc. |
12 |
- |
2024-03-31 |
169,086 |
$5,259,000 |
7,639 |
|
AMERIPRISE FINANCIAL INC |
2297 |
- |
2023-12-31 |
160,634 |
$4,879,000 |
2,516 |
|
CoreCap Advisors LLC |
77 |
- |
2023-12-31 |
130,900 |
$3,978,000 |
3,044 |
|
LPL FINANCIAL CORP |
1884 |
- |
2023-12-31 |
120,746 |
$3,669,000 |
2,909 |
|
HANCOCK HOLDING CO |
130 |
- |
2023-12-31 |
115,771 |
$3,518,000 |
5,379 |
|
CULTIVAR CAPITAL INC. |
8 |
- |
2024-03-31 |
106,399 |
$3,309,000 |
3,768 |
|
Bruce G. Allen Investments LLC |
8 |
- |
2024-03-31 |
78,390 |
$2,438,000 |
3,998 |
|
UNIQUE WEALTH LLC |
25 |
- |
2024-03-31 |
78,041 |
$2,427,000 |
9,238 |
|
J P MORGAN CHASE & CO |
2875 |
- |
2023-12-31 |
77,305 |
$2,349,000 |
24,091 |
|
RiverGlades Family Offices LLC |
17 |
- |
2023-12-31 |
68,595 |
$2,052,000 |
1,270 |
|
Engrave Wealth Partners LLC |
25 |
- |
2023-12-31 |
58,816 |
$1,787,000 |
58,816 |
|
OneAscent Financial Services LLC |
70 |
- |
2024-03-31 |
56,534 |
$1,758,000 |
4,120 |
|
CAPTRUST FINANCIAL ADVISORS |
1086 |
- |
2023-12-31 |
45,262 |
$1,376,000 |
21,415 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
44,816 |
$1,362,000 |
44,816 |
|
Topel & Distasi Wealth Management LLC |
46 |
- |
2023-12-31 |
30,579 |
$929,000 |
18,551 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
240 |
- |
2023-12-31 |
20,808 |
$632,000 |
1,768 |
|
Twelve Points Wealth Management LLC |
99 |
- |
2024-03-31 |
20,207 |
$628,000 |
677 |
|
BANGOR SAVINGS BANK |
174 |
- |
2024-03-31 |
11,827 |
$368,000 |
3,300 |
|
MontVue Capital Management Inc. |
|
- |
2024-03-31 |
11,614 |
$361,000 |
679 |
|
FTB Advisors Inc. |
394 |
- |
2024-03-31 |
11,418 |
$355,000 |
874 |
|
ALPHAMARK ADVISORS LLC |
113 |
- |
2024-03-31 |
11,395 |
$354,000 |
2,275 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
414 |
- |
2023-12-31 |
9,409 |
$286,000 |
679 |
|
CI Private Wealth LLC |
1872 |
- |
2023-12-31 |
9,396 |
$286,000 |
797 |
|
H D Vest Advisory Services |
1329 |
- |
2023-12-31 |
8,218 |
$250,000 |
383 |
|
Boston Standard Wealth Management LLC |
42 |
- |
2024-03-31 |
7,241 |
$225,000 |
47 |
|
Colony Family Offices LLC |
|
- |
2024-03-31 |
6,443 |
$200,000 |
6,443 |
|
CLEAR INVESTMENT RESEARCH LLC |
58 |
- |
2024-03-31 |
5,309 |
$165,000 |
43 |
|
SIMPLEX TRADING LLC |
1083 |
- |
2024-03-31 |
4,853 |
$150,000 |
4,853 |
|
|
36 Records found
|
1
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