| |
Institutional
Holders
Total
Institutions:
 |
336  16 |
|
|
Total
shares held :
|
61,934,514 |
|
|
% of shares
held :
|
68.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-95 |
|
|
Amount
of shares held :
|
-8,774,464 |
|
|
% of shares
held change :
|
-9.75% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.89 |
|
|
Last
Quarter's Ending
Price :
|
$35.88 |
|
|
Last
Quarter's Average
Price :
|
$33.88 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.24 (12.51%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SALIENT TRUST CO LTA |
81 |
- |
2023-03-31 |
49,787 |
$1,744,000 |
0 |
|
| Lion Street Advisors LLC |
64 |
- |
2024-03-31 |
22,805 |
$818,000 |
0 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
20,583 |
$792,000 |
0 |
|
| LINSCOMB & WILLIAMS INC |
176 |
- |
2023-12-31 |
20,540 |
$737,000 |
0 |
|
| L.M. KOHN & COMPANY |
113 |
- |
2024-03-31 |
17,814 |
$685,000 |
0 |
|
| Connecticut Wealth Management LLC |
|
- |
2024-03-31 |
17,000 |
$654,000 |
0 |
|
| 1776 WEALTH LLC |
62 |
- |
2023-12-31 |
16,877 |
$606,000 |
0 |
|
| Weaver Consulting Group |
110 |
- |
2024-03-31 |
11,780 |
$453,000 |
0 |
|
| MTM Investment Management LLC |
119 |
- |
2024-03-31 |
11,418 |
$439,000 |
0 |
|
| WMG Financial Advisors LLC |
67 |
- |
2023-12-31 |
11,902 |
$427,000 |
0 |
|
| WEALTHSOURCE PARTNERS LLC |
367 |
- |
2023-12-31 |
10,774 |
$387,000 |
0 |
|
| REGIONS FINANCIAL CORP |
661 |
- |
2024-03-31 |
9,392 |
$361,000 |
0 |
|
| Oldfather Financial Services LLC |
53 |
- |
2024-03-31 |
8,636 |
$332,000 |
0 |
|
| ANCORA ADVISORS, LLC |
543 |
- |
2023-12-31 |
9,222 |
$331,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
8,448 |
$325,000 |
0 |
|
| Sloy Dahl & Holst LLC |
65 |
- |
2024-03-31 |
7,680 |
$296,000 |
0 |
|
| WESPAC Advisors SoCal LLC |
81 |
- |
2024-03-31 |
7,550 |
$291,000 |
0 |
|
| Principle Wealth Partners LLC |
293 |
- |
2024-03-31 |
7,260 |
$279,000 |
0 |
|
| Old Port Advisors |
172 |
- |
2023-09-30 |
8,239 |
$276,000 |
0 |
|
| EQUITABLE TRUST CO |
385 |
- |
2024-03-31 |
7,005 |
$270,000 |
0 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2311 |
- |
2023-12-31 |
7,455 |
$267,000 |
0 |
|
| MILESTONE GROUP INC |
|
- |
2024-03-31 |
6,055 |
$233,000 |
0 |
|
| Sebold Capital Management Inc. |
68 |
- |
2024-03-31 |
6,028 |
$232,000 |
0 |
|
| STERLING INVESTMENT MANAGEMENT, INC. |
61 |
- |
2024-03-31 |
5,800 |
$223,000 |
0 |
|
| Hexagon Capital Partners LLC |
195 |
- |
2024-03-31 |
5,593 |
$215,000 |
0 |
|
| Sontag Advisory LLC |
597 |
- |
2023-12-31 |
6,000 |
$215,000 |
0 |
|
| Southern Wealth Management LLP |
59 |
- |
2023-03-31 |
5,950 |
$211,000 |
0 |
|
| EMFO LLC |
109 |
- |
2024-03-31 |
4,060 |
$156,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
79 |
- |
2024-03-31 |
3,994 |
$154,000 |
0 |
|
| GAMMA Investing LLC |
650 |
- |
2024-03-31 |
2,565 |
$99,000 |
0 |
|
| Pinnacle Bank |
288 |
- |
2024-03-31 |
2,463 |
$95,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
256 |
- |
2024-03-31 |
2,391 |
$92,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1444 |
- |
2023-12-31 |
2,367 |
$86,000 |
0 |
|
| Transcendent Capital Group LLC |
117 |
- |
2024-03-31 |
2,200 |
$79,000 |
0 |
|
| TD Waterhouse Canada Inc. |
854 |
- |
2023-12-31 |
2,139 |
$78,000 |
0 |
|
| WHITTIER TRUST CO |
|
- |
2024-03-31 |
2,000 |
$77,000 |
0 |
|
| FIRST FINANCIAL CORP /IN/ |
188 |
- |
2024-03-31 |
1,875 |
$72,000 |
0 |
|
| BerganKDV Wealth Management LLC |
368 |
- |
2023-06-30 |
1,470 |
$50,000 |
0 |
|
| SIGNATUREFD, LLC |
|
- |
2024-03-31 |
1,197 |
$46,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
159 |
- |
2024-03-31 |
1,135 |
$44,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
331 |
- |
2024-03-31 |
926 |
$36,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
855 |
$33,000 |
0 |
|
| Addison Advisors LLC |
408 |
- |
2023-12-31 |
800 |
$29,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
436 |
- |
2024-03-31 |
550 |
$21,000 |
0 |
|
| AdvisorNet Financial Inc |
1078 |
- |
2024-03-31 |
498 |
$19,000 |
0 |
|
| VitalStone Financial LLC |
244 |
- |
2023-12-31 |
466 |
$17,000 |
0 |
|
| NBT BANK N A /NY |
451 |
- |
2024-03-31 |
400 |
$15,000 |
0 |
|
| FIFTH THIRD BANCORP |
1729 |
- |
2024-03-31 |
400 |
$15,000 |
0 |
|
| MARK SHEPTOFF FINANCIAL PLANNING LLC |
265 |
- |
2023-12-31 |
350 |
$13,000 |
0 |
|
| CFG ASSET MANAGEMENT LLC |
254 |
- |
2023-12-31 |
355 |
$13,000 |
0 |
|
| Northwest Bank & Trust Co |
154 |
- |
2023-12-31 |
368 |
$13,000 |
0 |
|
| Financial Perspectives Inc |
443 |
- |
2024-03-31 |
275 |
$11,000 |
0 |
|
| Key Financial Inc |
741 |
- |
2024-03-31 |
283 |
$10,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
566 |
- |
2024-03-31 |
220 |
$8,000 |
0 |
|
| BARRETT & COMPANY INC. |
446 |
- |
2024-03-31 |
200 |
$8,000 |
0 |
|
| McIlrath & Eck LLC |
607 |
- |
2023-12-31 |
200 |
$7,000 |
0 |
|
| DB Wealth Management Group LLC |
349 |
- |
2023-12-31 |
56 |
$2,000 |
0 |
|
| Coston McIsaac & Partners |
554 |
- |
2024-03-31 |
36 |
$1,000 |
0 |
|
|
58 Records found
|
1
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