|
Institutional
Holders
Total
Institutions:
|
209 3 |
|
Total
shares held :
|
15,882,040 |
|
% of shares
held :
|
69.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-475,271 |
|
% of shares
held change :
|
-2.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.68 |
|
Last
Quarter's Ending
Price :
|
$31.76 |
|
Last
Quarter's Average
Price :
|
$29.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.48 (11.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
983 |
- |
2024-03-31 |
769,220 |
$24,984,000 |
16,052 |
|
BANK OF AMERICA CORP /DE/ |
1848 |
- |
2024-03-31 |
684,058 |
$22,218,000 |
2,522 |
|
BRYN MAWR TRUST CO/PA |
42 |
- |
2024-03-31 |
480,337 |
$15,601,000 |
199,300 |
|
FINANCIAL NETWORK |
279 |
- |
2024-03-31 |
469,300 |
$15,243,000 |
1,391 |
|
COMMERCE BANK N A/MO |
159 |
- |
2024-03-31 |
459,876 |
$14,937,000 |
24,280 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
21 |
- |
2023-12-31 |
420,275 |
$13,348,000 |
13,519 |
|
Advisor Group Holdings Inc. |
592 |
- |
2024-03-31 |
371,919 |
$12,080,000 |
239,279 |
|
WELLS FARGO & CO/MN |
1464 |
- |
2024-03-31 |
339,942 |
$11,041,000 |
51,628 |
|
TIAA TRUST NATIONAL ASSOCIATION |
179 |
- |
2024-03-31 |
333,072 |
$10,818,000 |
2,169 |
|
MORGAN STANLEY |
3342 |
- |
2024-03-31 |
291,680 |
$9,474,000 |
1,065 |
|
Envestnet Portfolio Solutions Inc. |
257 |
- |
2024-03-31 |
272,018 |
$8,835,000 |
50,944 |
|
ARGI INVESTMENT SERVICES, LLC |
72 |
- |
2022-12-31 |
212,993 |
$6,264,000 |
47,421 |
|
PARK AVENUE SECURITIES LLC |
182 |
- |
2024-03-31 |
173,617 |
$5,639,000 |
11,391 |
|
Equitable Holdings Inc. |
224 |
- |
2024-03-31 |
165,216 |
$5,366,000 |
13,973 |
|
TOWNSQUARE CAPITAL LLC |
282 |
- |
2024-03-31 |
139,116 |
$4,518,000 |
26,708 |
|
CarsonAllaria Wealth Management Ltd. |
11 |
- |
2024-03-31 |
131,291 |
$4,264,000 |
5,079 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
833 |
- |
2024-03-31 |
131,004 |
$4,255,000 |
15,239 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1309 |
- |
2024-03-31 |
123,545 |
$4,013,000 |
2,378 |
|
BIP Wealth LLC |
48 |
- |
2024-03-31 |
94,264 |
$3,062,000 |
1,880 |
|
Walkner Condon Financial Advisors LLC |
44 |
- |
2024-03-31 |
93,396 |
$3,034,000 |
13,511 |
|
Eagle Bluffs Wealth Management LLC |
15 |
- |
2024-03-31 |
92,916 |
$3,018,000 |
1,877 |
|
OLD MISSION CAPITAL LLC |
175 |
- |
2024-03-31 |
88,155 |
$2,863,000 |
88,155 |
|
Trilogy Capital Inc. |
122 |
- |
2024-03-31 |
77,809 |
$2,527,000 |
19,544 |
|
Goss Wealth Management LLC |
698 |
- |
2024-03-31 |
59,636 |
$1,937,000 |
11,130 |
|
Global Retirement Partners LLC |
251 |
- |
2024-03-31 |
53,274 |
$1,730,000 |
11,308 |
|
Arete Wealth Advisors LLC |
154 |
- |
2024-03-31 |
49,882 |
$1,620,000 |
4,846 |
|
MISSION WEALTH MANAGEMENT LLC |
204 |
- |
2024-03-31 |
48,094 |
$1,562,000 |
5,758 |
|
Krasney Financial LLC |
135 |
- |
2024-03-31 |
42,879 |
$1,393,000 |
1,584 |
|
VALMARK ADVISERS INC |
225 |
- |
2024-03-31 |
38,867 |
$1,262,000 |
310 |
|
HARBOUR INVESTMENTS INC. |
310 |
- |
2023-12-31 |
39,611 |
$1,258,000 |
1,014 |
|
Probity Advisors Inc. |
67 |
- |
2024-03-31 |
36,534 |
$1,187,000 |
1,086 |
|
WEIL COMPANY INC |
61 |
- |
2024-03-31 |
28,377 |
$922,000 |
1,081 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
140 |
- |
2024-03-31 |
27,094 |
$880,000 |
382 |
|
Spire Wealth Management |
409 |
- |
2024-03-31 |
26,064 |
$847,000 |
2,970 |
|
MARINER WEALTH ADVISORS, LLC |
1692 |
- |
2024-03-31 |
23,814 |
$773,000 |
23,814 |
|
Sawtooth Asset Management Inc. |
524 |
- |
2023-12-31 |
24,107 |
$766,000 |
1,987 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
384 |
- |
2024-03-31 |
23,072 |
$749,000 |
558 |
|
AXXCESS WEALTH MANAGEMENT LLC |
445 |
- |
2024-03-31 |
22,236 |
$722,000 |
5,880 |
|
BANK OF NEW YORK MELLON CORP |
3307 |
- |
2024-03-31 |
21,492 |
$698,000 |
1,570 |
|
BLAIR WILLIAM & CO/IL |
989 |
- |
2024-03-31 |
21,422 |
$696,000 |
182 |
|
PITCAIRN CO |
340 |
- |
2024-03-31 |
20,833 |
$677,000 |
20,833 |
|
FMR LLC |
2474 |
- |
2024-03-31 |
20,430 |
$664,000 |
486 |
|
Austin Private Wealth LLC |
95 |
- |
2024-03-31 |
20,328 |
$656,000 |
4,061 |
|
BB&T CORP |
1894 |
- |
2024-03-31 |
16,691 |
$542,000 |
1,200 |
|
EQIS CAPITAL MANAGEMENT, INC. |
463 |
- |
2024-03-31 |
14,034 |
$456,000 |
343 |
|
GFS ADVISORS, LLC |
110 |
- |
2024-03-31 |
13,619 |
$442,000 |
170 |
|
Advance Capital Management Inc. |
95 |
- |
2024-03-31 |
12,482 |
$405,000 |
684 |
|
Integrated Wealth Concepts LLC |
1211 |
- |
2024-03-31 |
11,019 |
$358,000 |
1,980 |
|
CLS INVESTMENT FIRM LLC |
1089 |
- |
2022-12-31 |
12,146 |
$357,000 |
212 |
|
Landmark Wealth Management LLC |
56 |
- |
2024-03-31 |
10,901 |
$354,000 |
32 |
|
Worth Financial Advisory Group LLC |
101 |
- |
2024-03-31 |
10,318 |
$335,000 |
3,427 |
|
Boston Standard Wealth Management LLC |
37 |
- |
2024-03-31 |
10,193 |
$331,000 |
747 |
|
Balboa Wealth Partners |
213 |
- |
2024-03-31 |
6,711 |
$218,000 |
371 |
|
CITIGROUP INC |
3218 |
- |
2024-03-31 |
4,905 |
$159,000 |
319 |
|
Parallel Advisors LLC |
1009 |
- |
2024-03-31 |
4,320 |
$140,000 |
600 |
|
Crewe Advisors LLC |
247 |
- |
2024-03-31 |
3,704 |
$120,000 |
3,600 |
|
Castleview Partners LLC |
280 |
- |
2024-03-31 |
2,553 |
$83,000 |
1,017 |
|
VisionPoint Advisory Group LLC |
249 |
- |
2024-03-31 |
1,765 |
$57,000 |
312 |
|
Farther Finance Advisors LLC |
1303 |
- |
2024-03-31 |
1,084 |
$35,000 |
64 |
|
Smartleaf Asset Management LLC |
737 |
- |
2024-03-31 |
556 |
$18,000 |
197 |
|
GLENMEDE TRUST CO NA |
1313 |
- |
2024-03-31 |
445 |
$14,000 |
140 |
|
Aptus Capital Advisors LLC |
1016 |
- |
2024-03-31 |
318 |
$10,000 |
273 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1799 |
- |
2024-03-31 |
157 |
$5,000 |
32 |
|
|
63 Records found
|
1
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