|
Institutional
Holders
Total
Institutions:
|
340 31 |
|
Total
shares held :
|
110,956,881 |
|
% of shares
held :
|
86.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
76 |
|
Amount
of shares held :
|
2,855,025 |
|
% of shares
held change :
|
2.23% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.90 |
|
Last
Quarter's Ending
Price :
|
$55.35 |
|
Last
Quarter's Average
Price :
|
$49.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.37 (14.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
YALE CAPITAL CORP |
109 |
- |
2024-03-31 |
61,100 |
$3,485,000 |
0 |
|
DORSEY & WHITNEY TRUST CO LLC |
255 |
- |
2024-03-31 |
13,731 |
$783,000 |
0 |
|
LBMC INVESTMENT ADVISORS, LLC |
81 |
- |
2024-03-31 |
13,326 |
$760,000 |
0 |
|
TANDEM CAPITAL MANAGEMENT CORP /ADV |
66 |
- |
2023-12-31 |
11,225 |
$621,000 |
0 |
|
Clay Northam Wealth Management LLC |
35 |
- |
2024-03-31 |
10,240 |
$584,000 |
0 |
|
Werba Rubin Papier Wealth Management |
73 |
- |
2024-03-31 |
9,082 |
$518,000 |
0 |
|
Wade Financial Advisory Inc |
51 |
- |
2023-12-31 |
9,049 |
$501,000 |
0 |
|
TORON CAPITAL MARKETS INC. |
184 |
- |
2024-03-31 |
8,576 |
$489,000 |
0 |
|
Red Door Wealth Management LLC |
130 |
- |
2024-03-31 |
7,462 |
$426,000 |
0 |
|
Mengis Capital Management Inc. |
137 |
- |
2024-03-31 |
7,242 |
$401,000 |
0 |
|
NORTHERN TRUST CORP |
3629 |
- |
2023-12-31 |
6,916 |
$383,000 |
0 |
|
RMB CAPITAL MANAGEMENT LLC |
428 |
- |
2023-12-31 |
6,409 |
$355,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
531 |
- |
2024-03-31 |
6,168 |
$352,000 |
0 |
|
Vista Wealth Management Group LLC |
146 |
- |
2024-03-31 |
5,981 |
$341,000 |
0 |
|
BUILDER INVESTMENT GROUP INC /ADV |
|
- |
2023-12-31 |
5,596 |
$310,000 |
0 |
|
Cherry Tree Wealth Management LLC |
140 |
- |
2024-03-31 |
4,638 |
$265,000 |
0 |
|
EHRLICH FINANCIAL GROUP |
82 |
- |
2024-03-31 |
4,491 |
$256,000 |
0 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
173 |
- |
2024-03-31 |
4,306 |
$246,000 |
0 |
|
Williams Jones Wealth Management LLC. |
453 |
- |
2024-03-31 |
4,122 |
$235,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1350 |
- |
2023-12-31 |
4,118 |
$228,000 |
0 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
263 |
- |
2024-03-31 |
3,868 |
$221,000 |
0 |
|
Parallel Advisors LLC |
844 |
- |
2024-03-31 |
3,537 |
$202,000 |
0 |
|
MCF Advisors LLC |
250 |
- |
2024-03-31 |
2,756 |
$157,000 |
0 |
|
US BANCORP |
2170 |
- |
2024-03-31 |
2,510 |
$143,000 |
0 |
|
SMITHFIELD TRUST CO |
393 |
- |
2024-03-31 |
2,369 |
$135,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
119 |
- |
2024-03-31 |
2,312 |
$128,000 |
0 |
|
Front Row Advisors LLC |
144 |
- |
2023-12-31 |
1,740 |
$96,000 |
0 |
|
AlphaCore Capital LLC |
250 |
- |
2023-12-31 |
1,739 |
$96,000 |
0 |
|
Retirement Group LLC |
175 |
- |
2024-03-31 |
1,590 |
$91,000 |
0 |
|
Arlington Trust Co LLC |
237 |
- |
2024-03-31 |
1,465 |
$84,000 |
0 |
|
Northwest Capital Management Inc |
207 |
- |
2024-03-31 |
1,115 |
$64,000 |
0 |
|
ELEVATE WEALTH ADVISORY INC |
80 |
- |
2024-03-31 |
1,066 |
$61,000 |
0 |
|
GoalVest Advisory LLC |
187 |
- |
2024-03-31 |
962 |
$55,000 |
0 |
|
Aptus Capital Advisors LLC |
661 |
- |
2023-12-31 |
991 |
$55,000 |
0 |
|
FinTrust Capital Advisors LLC |
475 |
- |
2024-03-31 |
955 |
$54,000 |
0 |
|
CHILTON CAPITAL MANAGEMENT LLC |
342 |
- |
2024-03-31 |
904 |
$52,000 |
0 |
|
Luken Investment Analytics LLC |
84 |
- |
2024-03-31 |
668 |
$38,000 |
0 |
|
Signature Resources Capital Management LLC |
109 |
- |
2024-03-31 |
616 |
$34,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2144 |
- |
2023-12-31 |
574 |
$32,000 |
0 |
|
Financial Perspectives Inc |
327 |
- |
2024-03-31 |
544 |
$31,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
644 |
- |
2024-03-31 |
520 |
$30,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
764 |
- |
2024-03-31 |
486 |
$28,000 |
0 |
|
BARTLETT & CO. LLC |
797 |
- |
2023-12-31 |
486 |
$27,000 |
0 |
|
Hamilton Point Investment Advisors LLC |
136 |
- |
2024-03-31 |
420 |
$24,000 |
0 |
|
McIlrath & Eck LLC |
452 |
- |
2024-03-31 |
357 |
$20,000 |
0 |
|
Global Wealth Strategies & Associates |
136 |
- |
2024-03-31 |
322 |
$18,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1917 |
- |
2023-12-31 |
280 |
$14,000 |
0 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
370 |
- |
2023-12-31 |
241 |
$13,000 |
0 |
|
ADIRONDACK TRUST CO |
339 |
- |
2024-03-31 |
205 |
$12,000 |
0 |
|
Glassman Wealth Services |
150 |
- |
2024-03-31 |
205 |
$12,000 |
0 |
|
WealthCollab LLC |
398 |
- |
2024-03-31 |
219 |
$12,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
660 |
- |
2024-03-31 |
212 |
$12,000 |
0 |
|
BFSG LLC |
489 |
- |
2024-03-31 |
183 |
$10,000 |
0 |
|
WASHINGTON TRUST CO |
652 |
- |
2024-03-31 |
180 |
$10,000 |
0 |
|
Salomon & Ludwin LLC |
555 |
- |
2024-03-31 |
182 |
$10,000 |
0 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
223 |
- |
2023-12-31 |
155 |
$9,000 |
0 |
|
Key Financial Inc |
806 |
- |
2024-03-31 |
140 |
$8,000 |
0 |
|
Lowe fs LLC |
235 |
- |
2024-03-31 |
131 |
$7,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
531 |
- |
2023-06-30 |
123 |
$6,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
788 |
- |
2024-03-31 |
111 |
$6,000 |
0 |
|
Element Wealth LLC |
238 |
- |
2024-03-31 |
95 |
$5,000 |
0 |
|
Capital Analysts Inc. |
952 |
- |
2023-12-31 |
87 |
$5,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
542 |
- |
2024-03-31 |
94 |
$5,000 |
0 |
|
DELTA ASSET MANAGEMENT LLC/TN |
529 |
- |
2023-12-31 |
81 |
$4,000 |
0 |
|
Coastal Capital Group Inc. |
458 |
- |
2023-06-30 |
86 |
$4,000 |
0 |
|
BerganKDV Wealth Management LLC |
624 |
- |
2023-06-30 |
85 |
$4,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
981 |
- |
2024-03-31 |
44 |
$3,000 |
0 |
|
Kozak & Associates Inc. |
294 |
- |
2023-12-31 |
48 |
$3,000 |
0 |
|
ZRC WEALTH MANAGEMENT LLC |
406 |
- |
2024-03-31 |
47 |
$3,000 |
0 |
|
MARK SHEPTOFF FINANCIAL PLANNING LLC |
350 |
- |
2024-03-31 |
52 |
$3,000 |
0 |
|
SOA Wealth Advisors LLC. |
665 |
- |
2024-03-31 |
55 |
$3,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
718 |
- |
2024-03-31 |
43 |
$2,000 |
0 |
|
Anchor Investment Management LLC |
884 |
- |
2023-12-31 |
40 |
$2,000 |
0 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
399 |
- |
2023-12-31 |
1 |
$1,000 |
0 |
|
Smartleaf Asset Management LLC |
1435 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
Byrne Asset Management LLC |
443 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
GPS Wealth Strategies Group LLC |
1188 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
Creative Capital Management Investments LLC |
213 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
|
78 Records found
|
1
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