| |
Institutional
Holders
Total
Institutions:
 |
152  0 |
|
|
Total
shares held :
|
3,092,746 |
|
|
% of shares
held :
|
14.73% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -41 |
|
|
Amount
of shares held :
|
-449,588 |
|
|
% of shares
held change :
|
-2.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.31 |
|
|
Last
Quarter's Ending
Price :
|
$35.85 |
|
|
Last
Quarter's Average
Price :
|
$32.33 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.24 (19.29%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Clal Insurance Enterprises Holdings Ltd |
84 |
- |
2024-03-31 |
105,416 |
$4,120,000 |
0 |
|
| Vontobel Holding Ltd. |
677 |
- |
2024-03-31 |
18,000 |
$703,000 |
0 |
|
| CREATIVE PLANNING |
1650 |
- |
2023-12-31 |
15,179 |
$544,000 |
0 |
|
| SageView Advisory Group LLC |
334 |
- |
2024-03-31 |
12,167 |
$476,000 |
0 |
|
| Searle & Co. |
107 |
- |
2024-03-31 |
11,200 |
$438,000 |
0 |
|
| Sontag Advisory LLC |
459 |
- |
2024-03-31 |
10,484 |
$410,000 |
0 |
|
| Johnson Bixby & Associates LLC |
84 |
- |
2024-03-31 |
8,839 |
$345,000 |
0 |
|
| AllSquare Wealth Management LLC |
72 |
- |
2024-03-31 |
8,300 |
$324,000 |
0 |
|
| Tradition Wealth Management LLC |
337 |
- |
2023-12-31 |
5,087 |
$182,000 |
0 |
|
| BARCLAYS PLC |
3453 |
- |
2023-12-31 |
4,500 |
$161,000 |
0 |
|
| ACIMA PRIVATE WEALTH LLC |
137 |
- |
2023-12-31 |
3,473 |
$124,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
242 |
- |
2024-03-31 |
3,008 |
$108,000 |
0 |
|
| First Command Advisory Services Inc. |
199 |
- |
2024-03-31 |
2,574 |
$101,000 |
0 |
|
| First Command Bank |
198 |
- |
2023-06-30 |
2,574 |
$87,000 |
0 |
|
| First Command Financial Services Inc. |
198 |
- |
2023-06-30 |
2,574 |
$87,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1761 |
- |
2023-12-31 |
2,310 |
$83,000 |
0 |
|
| FIFTH THIRD BANCORP |
1184 |
- |
2024-03-31 |
2,085 |
$81,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
197 |
- |
2023-09-30 |
2,300 |
$72,000 |
0 |
|
| SMITHFIELD TRUST CO |
505 |
- |
2024-03-31 |
1,830 |
$72,000 |
0 |
|
| VOISARD ASSET MANAGEMENT GROUP INC. |
113 |
- |
2024-03-31 |
1,755 |
$69,000 |
0 |
|
| HM PAYSON & CO |
582 |
- |
2023-12-31 |
1,500 |
$54,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
499 |
- |
2024-03-31 |
1,090 |
$43,000 |
0 |
|
| SANDY SPRING BANK |
677 |
- |
2024-03-31 |
737 |
$29,000 |
0 |
|
| KENFARB & CO. |
148 |
- |
2023-09-30 |
900 |
$28,000 |
0 |
|
| HHM Wealth Advisors LLC |
373 |
- |
2023-12-31 |
740 |
$27,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
958 |
- |
2024-03-31 |
524 |
$20,000 |
0 |
|
| Core Wealth Advisors Inc. |
140 |
- |
2023-12-31 |
556 |
$20,000 |
0 |
|
| Global Retirement Partners LLC |
1902 |
- |
2024-03-31 |
395 |
$15,000 |
0 |
|
| Financial Synergies Wealth Advisors Inc. |
224 |
- |
2024-03-31 |
375 |
$15,000 |
0 |
|
| Front Row Advisors LLC |
289 |
- |
2023-12-31 |
400 |
$14,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
681 |
- |
2024-03-31 |
350 |
$14,000 |
0 |
|
| Crewe Advisors LLC |
181 |
- |
2023-12-31 |
400 |
$14,000 |
0 |
|
| JJJ Advisors Inc. |
650 |
- |
2024-03-31 |
300 |
$12,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
619 |
- |
2024-03-31 |
301 |
$12,000 |
0 |
|
| Salomon & Ludwin LLC |
544 |
- |
2024-03-31 |
280 |
$11,000 |
0 |
|
| Scarborough Advisors LLC |
218 |
- |
2024-03-31 |
200 |
$8,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
789 |
- |
2022-12-31 |
202 |
$6,000 |
0 |
|
| Sunbelt Securities Inc. |
1328 |
- |
2024-03-31 |
162 |
$6,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
914 |
- |
2024-03-31 |
125 |
$5,000 |
0 |
|
| McIlrath & Eck LLC |
726 |
- |
2024-03-31 |
125 |
$5,000 |
0 |
|
| Sachetta LLC |
571 |
- |
2024-03-31 |
109 |
$4,000 |
0 |
|
| Castleview Partners LLC |
740 |
- |
2024-03-31 |
42 |
$2,000 |
0 |
|
| Coastal Capital Group Inc. |
520 |
- |
2023-06-30 |
43 |
$1,000 |
0 |
|
| US BANCORP |
3769 |
- |
2024-03-31 |
26 |
$1,000 |
0 |
|
| Farther Finance Advisors LLC |
2932 |
- |
2023-12-31 |
28 |
$1,000 |
0 |
|
| West Branch Capital LLC |
437 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| Sugarloaf Wealth Management LLC |
702 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
47 Records found
|
1
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