| |
Institutional
Holders
Total
Institutions:
 |
256  1 |
|
|
Total
shares held :
|
41,903,128 |
|
|
% of shares
held :
|
70.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-39 |
|
|
Amount
of shares held :
|
-2,684,680 |
|
|
% of shares
held change :
|
-4.52% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.19 |
|
|
Last
Quarter's Ending
Price :
|
$51.55 |
|
|
Last
Quarter's Average
Price :
|
$46.19 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 9.35 (20.24%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Sage Mountain Advisors LLC |
97 |
- |
2024-03-31 |
17,038 |
$975,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
51 |
- |
2024-03-31 |
13,913 |
$796,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
515 |
- |
2023-12-31 |
12,863 |
$663,000 |
0 |
|
| MGB Wealth Management LLC |
99 |
- |
2024-03-31 |
10,271 |
$588,000 |
0 |
|
| FIRST CITIZENS BANK & TRUST CO |
302 |
- |
2024-03-31 |
10,000 |
$572,000 |
0 |
|
| HCR Wealth Advisors |
130 |
- |
2024-03-31 |
8,840 |
$506,000 |
0 |
|
| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
463 |
- |
2024-03-31 |
8,522 |
$488,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
266 |
- |
2024-03-31 |
8,278 |
$474,000 |
0 |
|
| Kaydan Wealth Management Inc. |
60 |
- |
2024-03-31 |
8,253 |
$472,000 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
843 |
- |
2023-12-31 |
7,571 |
$390,000 |
0 |
|
| BBK Capital Partners LLC |
203 |
- |
2023-12-31 |
7,201 |
$371,000 |
0 |
|
| Wealthcare Advisory Partners LLC |
615 |
- |
2024-03-31 |
6,275 |
$359,000 |
0 |
|
| WMG Financial Advisors LLC |
87 |
- |
2024-03-31 |
5,432 |
$311,000 |
0 |
|
| Kowal Investment Group LLC |
149 |
- |
2024-03-31 |
4,568 |
$261,000 |
0 |
|
| Chicago Partners Investment Group LLC |
607 |
- |
2024-03-31 |
4,860 |
$261,000 |
0 |
|
| Qube Research & Technologies Ltd |
2292 |
- |
2023-12-31 |
5,049 |
$260,000 |
0 |
|
| Coastal Investment Advisors Inc. |
350 |
- |
2024-03-31 |
4,465 |
$256,000 |
0 |
|
| WEST MICHIGAN ADVISORS LLC |
127 |
- |
2023-12-31 |
4,761 |
$245,000 |
0 |
|
| CITY HOLDING CO |
226 |
- |
2024-03-31 |
4,100 |
$235,000 |
0 |
|
| OMNI 360 Wealth Inc. |
97 |
- |
2024-03-31 |
4,000 |
$229,000 |
0 |
|
| Schneider Downs Wealth Management Advisors LP |
125 |
- |
2024-03-31 |
3,919 |
$224,000 |
0 |
|
| Astoria Portfolio Advisors LLC. |
170 |
- |
2024-03-31 |
3,980 |
$216,000 |
0 |
|
| INTREPID CAPITAL MANAGEMENT INC |
80 |
- |
2023-12-31 |
3,589 |
$185,000 |
0 |
|
| Northwest Financial Advisors |
162 |
- |
2024-03-31 |
2,344 |
$134,000 |
0 |
|
| Tyler-Stone Wealth Management |
232 |
- |
2023-12-31 |
2,441 |
$126,000 |
0 |
|
| Financial Advisory Service Inc. |
310 |
- |
2024-03-31 |
2,011 |
$115,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1231 |
- |
2024-03-31 |
1,918 |
$110,000 |
0 |
|
| Hartland & Co. LLC |
575 |
- |
2023-12-31 |
1,985 |
$102,000 |
0 |
|
| GAMMA Investing LLC |
641 |
- |
2024-03-31 |
1,776 |
$102,000 |
0 |
|
| Creative Capital Management Investments LLC |
65 |
- |
2024-03-31 |
1,613 |
$92,000 |
0 |
|
| MTM Investment Management LLC |
206 |
- |
2024-03-31 |
1,540 |
$88,000 |
0 |
|
| Luken Investment Analytics LLC |
64 |
- |
2024-03-31 |
1,275 |
$73,000 |
0 |
|
| Pacifica Partners Inc. |
180 |
- |
2024-03-31 |
1,289 |
$73,000 |
0 |
|
| Twin Lakes Capital Management LLC |
124 |
- |
2023-12-31 |
1,293 |
$67,000 |
0 |
|
| ANCORA ADVISORS, LLC |
838 |
- |
2023-12-31 |
1,200 |
$62,000 |
0 |
|
| Partnership Wealth Management LLC |
142 |
- |
2024-03-31 |
950 |
$54,000 |
0 |
|
| Tradition Wealth Management LLC |
634 |
- |
2023-12-31 |
931 |
$48,000 |
0 |
|
| Tortoise Investment Management LLC |
395 |
- |
2024-03-31 |
775 |
$44,000 |
0 |
|
| Laurel Wealth Advisors LLC |
288 |
- |
2023-12-31 |
850 |
$44,000 |
0 |
|
| Operose Advisors LLC |
250 |
- |
2023-12-31 |
734 |
$38,000 |
0 |
|
| Smartleaf Asset Management LLC |
635 |
- |
2024-03-31 |
670 |
$35,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
522 |
- |
2022-12-31 |
700 |
$33,000 |
0 |
|
| QUADRANT CAPITAL GROUP LLC |
1641 |
- |
2023-12-31 |
581 |
$30,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
696 |
- |
2024-03-31 |
383 |
$22,000 |
0 |
|
| Anchor Investment Management LLC |
651 |
- |
2023-12-31 |
405 |
$21,000 |
0 |
|
| Financial Perspectives Inc |
391 |
- |
2024-03-31 |
317 |
$18,000 |
0 |
|
| Key Financial Inc |
648 |
- |
2024-03-31 |
275 |
$14,000 |
0 |
|
| DiNuzzo Private Wealth Inc. |
171 |
- |
2024-03-31 |
200 |
$11,000 |
0 |
|
| VisionPoint Advisory Group LLC |
472 |
- |
2024-03-31 |
176 |
$10,000 |
0 |
|
| BDO Wealth Advisors LLC |
1035 |
- |
2023-06-30 |
1 |
$0 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
878 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
51 Records found
|
1
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