| |
Institutional
Holders
Total
Institutions:
 |
489  30 |
|
|
Total
shares held :
|
168,174,323 |
|
|
% of shares
held :
|
59.61% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-148 |
|
|
Amount
of shares held :
|
-16,549,905 |
|
|
% of shares
held change :
|
-5.87% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.81 |
|
|
Last
Quarter's Ending
Price :
|
$40.56 |
|
|
Last
Quarter's Average
Price :
|
$38.35 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.28 (8.55%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
285,223 |
$12,045,000 |
0 |
|
| HBW Advisory Services LLC |
31 |
- |
2024-03-31 |
97,101 |
$3,938,000 |
0 |
|
| Walker Asset Management LLC |
14 |
- |
2024-03-31 |
38,748 |
$1,636,000 |
0 |
|
| SAVANT CAPITAL MANAGEMENT INC |
364 |
- |
2023-12-31 |
31,731 |
$1,287,000 |
0 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
|
- |
2024-03-31 |
24,646 |
$1,041,000 |
0 |
|
| WEALTHSOURCE PARTNERS LLC |
197 |
- |
2023-12-31 |
24,667 |
$1,000,000 |
0 |
|
| Sargent Investment Group LLC |
103 |
- |
2023-12-31 |
19,279 |
$782,000 |
0 |
|
| LWM Advisory Services LLC |
32 |
- |
2023-12-31 |
17,893 |
$726,000 |
0 |
|
| ENCOMPASS WEALTH ADVISORS LLC |
67 |
- |
2023-12-31 |
17,500 |
$710,000 |
0 |
|
| Trueblood Wealth Management LLC |
89 |
- |
2024-03-31 |
15,024 |
$634,000 |
0 |
|
| CAPROCK Group Inc. |
|
- |
2024-03-31 |
13,338 |
$563,000 |
0 |
|
| Lion Street Advisors LLC |
108 |
- |
2024-03-31 |
12,371 |
$502,000 |
0 |
|
| Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
10,570 |
$446,000 |
0 |
|
| Fermata Advisors LLC |
141 |
- |
2024-03-31 |
8,591 |
$363,000 |
0 |
|
| Quantum Private Wealth LLC |
137 |
- |
2023-12-31 |
7,712 |
$313,000 |
0 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
333 |
- |
2023-12-31 |
7,503 |
$304,000 |
0 |
|
| Evanson Asset Management LLC |
238 |
- |
2024-03-31 |
7,167 |
$303,000 |
0 |
|
| Schrum Private Wealth Management LLC |
|
- |
2024-03-31 |
7,009 |
$296,000 |
0 |
|
| Curi Capital |
128 |
- |
2023-12-31 |
7,039 |
$286,000 |
0 |
|
| Keebeck Wealth Management LLC |
235 |
- |
2023-12-31 |
6,930 |
$281,000 |
0 |
|
| GAMMA Investing LLC |
326 |
- |
2024-03-31 |
6,002 |
$253,000 |
0 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
129 |
- |
2023-06-30 |
6,240 |
$250,000 |
0 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
640 |
- |
2023-12-31 |
6,101 |
$247,000 |
0 |
|
| Peak Financial Management Inc. |
80 |
- |
2024-03-31 |
5,800 |
$245,000 |
0 |
|
| Cornerstone Advisory LLP |
200 |
- |
2023-12-31 |
6,000 |
$243,000 |
0 |
|
| Maltin Wealth Management Inc. |
109 |
- |
2024-03-31 |
5,615 |
$237,000 |
0 |
|
| Nilsine Partners LLC |
308 |
- |
2024-03-31 |
5,589 |
$236,000 |
0 |
|
| Commonwealth Financial Services LLC |
159 |
- |
2023-12-31 |
5,785 |
$235,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
208 |
- |
2023-06-30 |
4,434 |
$178,000 |
0 |
|
| INTREPID CAPITAL MANAGEMENT INC |
82 |
- |
2023-12-31 |
4,318 |
$175,000 |
0 |
|
| VOISARD ASSET MANAGEMENT GROUP INC. |
64 |
- |
2024-03-31 |
3,200 |
$135,000 |
0 |
|
| Asset Dedication LLC |
340 |
- |
2024-03-31 |
3,187 |
$134,000 |
0 |
|
| Coastal Capital Group Inc. |
152 |
- |
2023-06-30 |
2,567 |
$103,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
297 |
- |
2024-03-31 |
1,889 |
$80,000 |
0 |
|
| Washington Trust Advisors Inc. |
272 |
- |
2023-12-31 |
1,775 |
$72,000 |
0 |
|
| Operose Advisors LLC |
190 |
- |
2023-12-31 |
1,755 |
$71,000 |
0 |
|
| Hexagon Capital Partners LLC |
368 |
- |
2024-03-31 |
1,553 |
$66,000 |
0 |
|
| EverSource Wealth Advisors LLC |
832 |
- |
2023-12-31 |
1,460 |
$59,000 |
0 |
|
| Activest Wealth Management |
110 |
- |
2024-03-31 |
1,278 |
$54,000 |
0 |
|
| FinTrust Capital Advisors LLC |
491 |
- |
2024-03-31 |
1,240 |
$52,000 |
0 |
|
| HM PAYSON & CO |
595 |
- |
2023-12-31 |
1,222 |
$50,000 |
0 |
|
| Nemes Rush Group LLC |
262 |
- |
2023-12-31 |
1,140 |
$46,000 |
0 |
|
| THOMPSON INVESTMENT MANAGEMENT INC |
255 |
- |
2024-03-31 |
1,000 |
$42,000 |
0 |
|
| Compass Wealth Management LLC |
273 |
- |
2024-03-31 |
888 |
$38,000 |
0 |
|
| Annis Gardner Whiting Capital Advisors LLC |
335 |
- |
2023-12-31 |
906 |
$37,000 |
0 |
|
| West Financial Advisors LLC |
95 |
- |
2024-03-31 |
718 |
$30,000 |
0 |
|
| Park Place Capital Corp |
530 |
- |
2024-03-31 |
500 |
$21,000 |
0 |
|
| Citizens National Bank Trust Department |
|
- |
2024-03-31 |
450 |
$19,000 |
0 |
|
| AllSquare Wealth Management LLC |
312 |
- |
2023-12-31 |
425 |
$17,000 |
0 |
|
| Princeton Global Asset Management LLC |
406 |
- |
2024-03-31 |
300 |
$13,000 |
0 |
|
| Investors Research Corp |
709 |
- |
2023-12-31 |
316 |
$13,000 |
0 |
|
| Salomon & Ludwin LLC |
|
- |
2024-03-31 |
271 |
$11,000 |
0 |
|
| Aspire Private Capital LLC |
413 |
- |
2024-03-31 |
222 |
$9,000 |
0 |
|
| JNBA FINANCIAL ADVISORS |
515 |
- |
2024-03-31 |
150 |
$6,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
906 |
- |
2024-03-31 |
148 |
$6,000 |
0 |
|
| Eukles Asset Management |
214 |
- |
2023-12-31 |
61 |
$2,000 |
0 |
|
|
56 Records found
|
1
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