| |
Institutional
Holders
Total
Institutions:
 |
266  10 |
|
|
Total
shares held :
|
62,991,475 |
|
|
% of shares
held :
|
75.12% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-59 |
|
|
Amount
of shares held :
|
-3,193,475 |
|
|
% of shares
held change :
|
-3.81% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.65 |
|
|
Last
Quarter's Ending
Price :
|
$27.69 |
|
|
Last
Quarter's Average
Price :
|
$26.94 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 2.73 (10.13%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BOTTY INVESTORS LLC |
17 |
- |
2023-12-31 |
80,000 |
$2,215,000 |
0 |
|
| Greytown Advisors Inc. |
19 |
- |
2023-12-31 |
72,052 |
$1,995,000 |
0 |
|
| Auour Investments LLC |
|
- |
2023-12-31 |
58,411 |
$1,577,000 |
0 |
|
| St. Louis Trust Co |
60 |
- |
2023-12-31 |
36,000 |
$997,000 |
0 |
|
| Main Street Financial Solutions LLC |
229 |
- |
2024-03-31 |
26,637 |
$787,000 |
0 |
|
| MATHER GROUP, INC. |
259 |
- |
2024-03-31 |
28,396 |
$786,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
646 |
- |
2024-03-31 |
20,096 |
$593,000 |
0 |
|
| RWM Asset Management LLC |
96 |
- |
2024-03-31 |
16,588 |
$490,000 |
0 |
|
| ASPEN INVESTMENT MANAGEMENT INC |
109 |
- |
2024-03-31 |
15,270 |
$451,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
91 |
- |
2024-03-31 |
14,826 |
$438,000 |
0 |
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
60 |
- |
2023-12-31 |
13,578 |
$376,000 |
0 |
|
| Beaumont Financial Advisors LLC |
238 |
- |
2023-12-31 |
12,917 |
$358,000 |
0 |
|
| PROVISE MANAGEMENT GROUP LLC |
273 |
- |
2023-12-31 |
12,219 |
$338,000 |
0 |
|
| PATHSTONE FAMILY OFFICE, LLC |
1254 |
- |
2023-09-30 |
12,500 |
$330,000 |
0 |
|
| Castle Rock Wealth Management LLC |
170 |
- |
2023-12-31 |
11,880 |
$330,000 |
0 |
|
| MTM Investment Management LLC |
144 |
- |
2024-03-31 |
11,077 |
$327,000 |
0 |
|
| Ballew Advisors Inc |
79 |
- |
2024-03-31 |
10,767 |
$314,000 |
0 |
|
| TELEMUS CAPITAL LLC |
292 |
- |
2023-12-31 |
10,162 |
$281,000 |
0 |
|
| FinTrust Capital Advisors LLC |
239 |
- |
2023-12-31 |
8,877 |
$246,000 |
0 |
|
| Western Wealth Management LLC |
607 |
- |
2023-12-31 |
8,691 |
$241,000 |
0 |
|
| PRIVATE TRUST CO NA |
589 |
- |
2024-03-31 |
7,871 |
$232,000 |
0 |
|
| GABLES CAPITAL MANAGEMENT INC. |
149 |
- |
2023-12-31 |
3,725 |
$103,000 |
0 |
|
| Tyler-Stone Wealth Management |
308 |
- |
2023-12-31 |
2,616 |
$72,000 |
0 |
|
| Ronald Blue Trust Inc. |
862 |
- |
2023-12-31 |
2,260 |
$60,000 |
0 |
|
| GAMMA Investing LLC |
1038 |
- |
2024-03-31 |
1,695 |
$50,000 |
0 |
|
| CITY HOLDING CO |
326 |
- |
2024-03-31 |
1,416 |
$42,000 |
0 |
|
| Solstein Capital LLC |
152 |
- |
2024-03-31 |
1,317 |
$39,000 |
0 |
|
| Global Retirement Partners LLC |
1585 |
- |
2024-03-31 |
1,125 |
$33,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
200 |
- |
2024-03-31 |
922 |
$27,000 |
0 |
|
| KENFARB & CO. |
159 |
- |
2023-09-30 |
788 |
$21,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
273 |
- |
2023-12-31 |
690 |
$19,000 |
0 |
|
| BANGOR SAVINGS BANK |
387 |
- |
2024-03-31 |
500 |
$15,000 |
0 |
|
| PROEQUITIES INC. |
1591 |
- |
2023-12-31 |
506 |
$14,000 |
0 |
|
| Key Financial Inc |
693 |
- |
2023-12-31 |
425 |
$12,000 |
0 |
|
| Archer Investment Corp |
666 |
- |
2023-12-31 |
285 |
$8,000 |
0 |
|
| Aspire Private Capital LLC |
444 |
- |
2024-03-31 |
223 |
$7,000 |
0 |
|
| Salomon & Ludwin LLC |
546 |
- |
2023-12-31 |
275 |
$7,000 |
0 |
|
| US BANCORP |
3422 |
- |
2023-12-31 |
224 |
$6,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1258 |
- |
2023-12-31 |
190 |
$5,000 |
0 |
|
| Sound Income Strategies LLC |
952 |
- |
2024-03-31 |
148 |
$4,000 |
0 |
|
| Impact Partnership Wealth LLC |
599 |
- |
2023-12-31 |
133 |
$4,000 |
0 |
|
| CFG ASSET MANAGEMENT LLC |
367 |
- |
2023-12-31 |
122 |
$3,000 |
0 |
|
| AllSquare Wealth Management LLC |
464 |
- |
2023-12-31 |
75 |
$2,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
596 |
- |
2024-03-31 |
74 |
$2,000 |
0 |
|
| New Millennium Group LLC |
355 |
- |
2023-12-31 |
25 |
$1,000 |
0 |
|
| Hexagon Capital Partners LLC |
1361 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
| FMR LLC |
5192 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
|
47 Records found
|
1
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