| |
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 :
|
|
|
 3.24 (11.04%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CX Institutional |
90 |
- |
2024-03-31 |
177,420 |
$5,763,000 |
0 |
|
| Annapolis Financial Services LLC |
27 |
- |
2024-03-31 |
120,470 |
$3,913,000 |
0 |
|
| BALLENTINE FINN & COMPANY INC |
161 |
- |
2024-03-31 |
57,154 |
$1,856,000 |
0 |
|
| LEE MUNDER CAPITAL GROUP, LLC |
157 |
- |
2024-03-31 |
45,300 |
$1,471,000 |
0 |
|
| Mill Creek Capital Advisors LLC |
96 |
- |
2023-12-31 |
34,792 |
$1,105,000 |
0 |
|
| Cassaday & Co Wealth Management LLC |
135 |
- |
2024-03-31 |
23,168 |
$752,000 |
0 |
|
| Private Ocean LLC |
77 |
- |
2024-03-31 |
21,475 |
$697,000 |
0 |
|
| Werba Rubin Papier Wealth Management |
69 |
- |
2024-03-31 |
17,114 |
$556,000 |
0 |
|
| Seaside Wealth Management Inc. |
34 |
- |
2024-03-31 |
12,113 |
$393,000 |
0 |
|
| Key Financial Inc |
165 |
- |
2024-03-31 |
10,585 |
$336,000 |
0 |
|
| Berger Financial Group Inc |
312 |
- |
2024-03-31 |
7,687 |
$250,000 |
0 |
|
| Apella Capital LLC |
277 |
- |
2024-03-31 |
6,828 |
$221,000 |
0 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
360 |
- |
2024-03-31 |
6,493 |
$211,000 |
0 |
|
| JMG FINANCIAL GROUP, LTD. |
117 |
- |
2024-03-31 |
6,329 |
$206,000 |
0 |
|
| Capital Advisors Ltd. LLC |
325 |
- |
2024-03-31 |
3,825 |
$124,000 |
0 |
|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
94 |
- |
2022-12-31 |
2,683 |
$79,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
428 |
- |
2024-03-31 |
2,132 |
$69,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1275 |
- |
2024-03-31 |
1,623 |
$53,000 |
0 |
|
| UMB BANK N A/MO |
828 |
- |
2024-03-31 |
1,600 |
$52,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
360 |
- |
2024-03-31 |
1,400 |
$45,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
1679 |
- |
2024-03-31 |
1,180 |
$38,000 |
0 |
|
| PrairieView Partners LLC |
212 |
- |
2024-03-31 |
956 |
$32,000 |
0 |
|
| AdvisorNet Financial Inc |
948 |
- |
2024-03-31 |
948 |
$31,000 |
0 |
|
| Capital Investment Advisory Services LLC |
719 |
- |
2024-03-31 |
889 |
$29,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
1038 |
- |
2024-03-31 |
550 |
$18,000 |
0 |
|
| AllSquare Wealth Management LLC |
334 |
- |
2024-03-31 |
465 |
$15,000 |
0 |
|
| Baldrige Asset Management LLC |
246 |
- |
2023-03-31 |
425 |
$13,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
604 |
- |
2024-03-31 |
360 |
$12,000 |
0 |
|
| Cetera Trust Company N.A |
293 |
- |
2024-03-31 |
350 |
$11,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1275 |
- |
2023-12-31 |
305 |
$10,000 |
0 |
|
| Sage Mountain Advisors LLC |
394 |
- |
2024-03-31 |
241 |
$8,000 |
0 |
|
| MARYLAND CAPITAL ADVISORS INC. |
165 |
- |
2024-03-31 |
255 |
$8,000 |
0 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
237 |
- |
2024-03-31 |
244 |
$8,000 |
0 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
484 |
- |
2024-03-31 |
243 |
$8,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
323 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
603 |
- |
2024-03-31 |
218 |
$7,000 |
0 |
|
| Archer Investment Corp |
744 |
- |
2024-03-31 |
140 |
$5,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1293 |
- |
2024-03-31 |
139 |
$5,000 |
0 |
|
| PSI Advisors LLC |
600 |
- |
2024-03-31 |
125 |
$4,000 |
0 |
|
| J P MORGAN CHASE & CO |
5186 |
- |
2024-03-31 |
95 |
$3,000 |
0 |
|
| Crewe Advisors LLC |
277 |
- |
2023-12-31 |
104 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
2058 |
- |
2024-03-31 |
60 |
$2,000 |
0 |
|
| First Command Financial Services Inc. |
395 |
- |
2023-06-30 |
28 |
$1,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
449 |
- |
2023-12-31 |
6 |
$1,000 |
0 |
|
| Pacifica Partners Inc. |
482 |
- |
2024-03-31 |
39 |
$1,000 |
0 |
|
| First Command Bank |
399 |
- |
2023-06-30 |
28 |
$1,000 |
0 |
|
| First Command Advisory Services Inc. |
498 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
| Aptus Capital Advisors LLC |
891 |
- |
2023-12-31 |
45 |
$1,000 |
0 |
|
|
48 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
