| |
Institutional
Holders
Total
Institutions:
 |
128  10 |
|
|
Total
shares held :
|
6,920,116 |
|
|
% of shares
held :
|
42.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-43 |
|
|
Amount
of shares held :
|
-563,518 |
|
|
% of shares
held change :
|
-3.48% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.36 |
|
|
Last
Quarter's Ending
Price :
|
$35.55 |
|
|
Last
Quarter's Average
Price :
|
$33.73 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.63 (4.83%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Key Financial Inc |
77 |
- |
2024-03-31 |
25,520 |
$907,000 |
0 |
|
| Heartwood Wealth Advisors LLC |
71 |
- |
2024-03-31 |
24,237 |
$852,000 |
0 |
|
| MONETA GROUP INVESTMENT ADVISORS INC |
326 |
- |
2023-12-31 |
15,569 |
$553,000 |
0 |
|
| H D Vest Advisory Services |
1028 |
- |
2024-03-31 |
14,316 |
$503,000 |
0 |
|
| Curbstone Financial Management Corp |
179 |
- |
2024-03-31 |
12,078 |
$425,000 |
0 |
|
| Counterweight Ventures LLC |
55 |
- |
2024-03-31 |
9,675 |
$340,000 |
0 |
|
| PUTNAM FL INVESTMENT MANAGEMENT CO |
410 |
- |
2024-03-31 |
9,301 |
$327,000 |
0 |
|
| Rehmann Capital Advisory Group |
483 |
- |
2024-03-31 |
7,560 |
$266,000 |
0 |
|
| Benchmark Wealth Management LLC |
47 |
- |
2024-03-31 |
6,211 |
$218,000 |
0 |
|
| Milestone Investment Advisors LLC |
79 |
- |
2023-12-31 |
3,683 |
$131,000 |
0 |
|
| Atlantic Trust LLC |
184 |
- |
2024-03-31 |
3,000 |
$105,000 |
0 |
|
| FinTrust Capital Advisors LLC |
478 |
- |
2024-03-31 |
1,525 |
$54,000 |
0 |
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
208 |
- |
2024-03-31 |
1,300 |
$46,000 |
0 |
|
| Qube Research & Technologies Ltd |
2990 |
- |
2023-12-31 |
875 |
$31,000 |
0 |
|
| PEOPLES FINANCIAL SERVICES CORP. |
180 |
- |
2024-03-31 |
800 |
$28,000 |
0 |
|
| Northwest Capital Management Inc |
277 |
- |
2024-03-31 |
786 |
$28,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
634 |
- |
2024-03-31 |
675 |
$24,000 |
0 |
|
| Sunbelt Securities Inc. |
1069 |
- |
2024-03-31 |
600 |
$21,000 |
0 |
|
| Asset Dedication LLC |
599 |
- |
2024-03-31 |
555 |
$19,000 |
0 |
|
| UMB BANK N A/MO |
1107 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
490 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1036 |
- |
2024-03-31 |
415 |
$15,000 |
0 |
|
| CAMBRIDGE TRUST CO |
552 |
- |
2023-12-31 |
359 |
$13,000 |
0 |
|
| BARCLAYS PLC |
3853 |
- |
2023-12-31 |
300 |
$11,000 |
0 |
|
| Capital Investment Advisory Services LLC |
829 |
- |
2024-03-31 |
258 |
$9,000 |
0 |
|
| Efficient Wealth Management LLC |
362 |
- |
2024-03-31 |
200 |
$8,000 |
0 |
|
| Baldrige Asset Management LLC |
278 |
- |
2023-03-31 |
217 |
$7,000 |
0 |
|
| Beacon Capital Management LLC |
634 |
- |
2023-12-31 |
152 |
$5,000 |
0 |
|
| Westside Investment Management Inc. |
677 |
- |
2024-03-31 |
140 |
$5,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
3037 |
- |
2023-12-31 |
116 |
$4,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
816 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| BARRETT & COMPANY INC. |
535 |
- |
2024-03-31 |
47 |
$2,000 |
0 |
|
| NBC SECURITIES INC. |
2048 |
- |
2024-03-31 |
50 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
7849 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| CFG ASSET MANAGEMENT LLC |
465 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
35 Records found
|
1
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