| |
Institutional
Holders
Total
Institutions:
 |
126  2 |
|
|
Total
shares held :
|
7,176,065 |
|
|
% of shares
held :
|
59.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
|
Amount
of shares held :
|
-176,900 |
|
|
% of shares
held change :
|
-1.47% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.68 |
|
|
Last
Quarter's Ending
Price :
|
$52.51 |
|
|
Last
Quarter's Average
Price :
|
$49.37 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.48 (9.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MOLLER FINANCIAL SERVICES |
21 |
- |
2024-03-31 |
121,216 |
$6,643,000 |
0 |
|
| Key Financial Inc |
44 |
- |
2024-03-31 |
35,382 |
$1,858,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1234 |
- |
2024-03-31 |
30,173 |
$1,654,000 |
0 |
|
| COURIER CAPITAL CORP |
160 |
- |
2024-03-31 |
26,816 |
$1,470,000 |
0 |
|
| Kingsview Wealth Management LLC |
658 |
- |
2024-03-31 |
9,245 |
$507,000 |
0 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
309 |
- |
2024-03-31 |
7,425 |
$407,000 |
0 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
102 |
- |
2024-03-31 |
7,000 |
$384,000 |
0 |
|
| Allen Capital Group LLC |
143 |
- |
2024-03-31 |
6,868 |
$376,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1771 |
- |
2024-03-31 |
6,450 |
$353,000 |
0 |
|
| CAPE ANN SAVINGS BANK |
68 |
- |
2023-12-31 |
6,794 |
$353,000 |
0 |
|
| PARSEC FINANCIAL MANAGEMENT, INC. |
240 |
- |
2023-03-31 |
6,861 |
$341,000 |
0 |
|
| Integrys Wealth Advisors LLC |
112 |
- |
2024-03-31 |
5,993 |
$328,000 |
0 |
|
| Howard Wealth Management LLC |
76 |
- |
2024-03-31 |
5,615 |
$308,000 |
0 |
|
| GYL Financial Synergies LLC |
319 |
- |
2023-12-31 |
4,563 |
$240,000 |
0 |
|
| GREYLIN INVESTMENT MANGEMENT INC |
73 |
- |
2024-03-31 |
4,319 |
$237,000 |
0 |
|
| JTC Employer Solutions Trusteee Ltd |
122 |
- |
2024-03-31 |
4,226 |
$232,000 |
0 |
|
| Viewpoint Capital Management LLC |
96 |
- |
2024-03-31 |
4,100 |
$225,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
230 |
- |
2024-03-31 |
4,014 |
$219,000 |
0 |
|
| Independence Bank of Kentucky |
257 |
- |
2024-03-31 |
2,415 |
$132,000 |
0 |
|
| SIGNATUREFD, LLC |
1461 |
- |
2024-03-31 |
1,072 |
$59,000 |
0 |
|
| ANCORA ADVISORS, LLC |
866 |
- |
2023-12-31 |
1,065 |
$56,000 |
0 |
|
| Spire Wealth Management |
1195 |
- |
2024-03-31 |
975 |
$53,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1572 |
- |
2023-12-31 |
687 |
$36,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2228 |
- |
2023-12-31 |
580 |
$30,000 |
0 |
|
| Creative Capital Management Investments LLC |
105 |
- |
2024-03-31 |
539 |
$30,000 |
0 |
|
| Financial Freedom LLC |
221 |
- |
2024-03-31 |
378 |
$21,000 |
0 |
|
| Beacon Capital Management LLC |
397 |
- |
2023-12-31 |
384 |
$19,000 |
0 |
|
| EverSource Wealth Advisors LLC |
1316 |
- |
2023-12-31 |
325 |
$17,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1116 |
- |
2024-03-31 |
203 |
$11,000 |
0 |
|
| Bogart Wealth LLC |
690 |
- |
2024-03-31 |
133 |
$7,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2517 |
- |
2024-03-31 |
115 |
$6,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2340 |
- |
2023-12-31 |
115 |
$6,000 |
0 |
|
| Cribstone Capital Management LLC |
285 |
- |
2022-12-31 |
134 |
$6,000 |
0 |
|
| Global Retirement Partners LLC |
2438 |
- |
2024-03-31 |
66 |
$4,000 |
0 |
|
| Qube Research & Technologies Ltd |
3342 |
- |
2023-12-31 |
66 |
$3,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3297 |
- |
2023-12-31 |
18 |
$1,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
811 |
- |
2023-12-31 |
27 |
$1,000 |
0 |
|
| Game Plan Financial Advisors LLC |
292 |
- |
2024-03-31 |
25 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5427 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
39 Records found
|
1
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