| |
Institutional
Holders
Total
Institutions:
 |
311  11 |
|
|
Total
shares held :
|
80,695,696 |
|
|
% of shares
held :
|
37.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
|
Amount
of shares held :
|
18,584,294 |
|
|
% of shares
held change :
|
8.68% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.60 |
|
|
Last
Quarter's Ending
Price :
|
$25.30 |
|
|
Last
Quarter's Average
Price :
|
$24.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.19 (4.93%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Essex Savings Bank |
44 |
- |
2024-03-31 |
69,761 |
$1,764,000 |
0 |
|
| Cedar Brook Financial Partners LLC |
89 |
- |
2024-03-31 |
53,444 |
$1,373,000 |
0 |
|
| Heartwood Wealth Advisors LLC |
62 |
- |
2024-03-31 |
36,714 |
$943,000 |
0 |
|
| Levy Wealth Management Group LLC |
47 |
- |
2024-03-31 |
26,450 |
$669,000 |
0 |
|
| INTEGRAL INVESTMENT ADVISORS INC. |
52 |
- |
2023-12-31 |
21,000 |
$531,000 |
0 |
|
| LifePro Asset Management |
73 |
- |
2024-03-31 |
16,800 |
$432,000 |
0 |
|
| CHARTER TRUST CO |
200 |
- |
2024-03-31 |
15,248 |
$392,000 |
0 |
|
| Cedrus LLC |
88 |
- |
2024-03-31 |
14,801 |
$380,000 |
0 |
|
| Jacobi Capital Management LLC |
344 |
- |
2023-12-31 |
14,200 |
$359,000 |
0 |
|
| Fort Point Capital Partners LLC |
216 |
- |
2023-12-31 |
13,688 |
$346,000 |
0 |
|
| NORTHERN TRUST CORP |
3684 |
- |
2023-12-31 |
13,148 |
$333,000 |
0 |
|
| Great Diamond Partners LLC |
174 |
- |
2023-12-31 |
12,294 |
$311,000 |
0 |
|
| PRINCIPAL FINANCIAL GROUP INC |
2067 |
- |
2023-12-31 |
11,672 |
$295,000 |
0 |
|
| Steele Capital Management Inc. |
143 |
- |
2024-03-31 |
10,407 |
$267,000 |
0 |
|
| FOSTER & MOTLEY INC |
352 |
- |
2024-03-31 |
10,005 |
$257,000 |
0 |
|
| HCR Wealth Advisors |
168 |
- |
2023-12-31 |
10,050 |
$254,000 |
0 |
|
| Black Diamond Financial LLC |
97 |
- |
2023-12-31 |
9,320 |
$236,000 |
0 |
|
| White Lighthouse Investment Management Inc. |
|
- |
2023-12-31 |
9,000 |
$228,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
156 |
- |
2024-03-31 |
8,322 |
$214,000 |
0 |
|
| Omega Financial Group LLC |
80 |
- |
2024-03-31 |
7,912 |
$203,000 |
0 |
|
| Global Wealth Management Investment Advisory Inc. |
139 |
- |
2023-12-31 |
5,693 |
$144,000 |
0 |
|
| CLEAN YIELD GROUP |
|
- |
2023-12-31 |
3,593 |
$91,000 |
0 |
|
| PROEQUITIES INC. |
984 |
- |
2023-12-31 |
3,000 |
$76,000 |
0 |
|
| Transcendent Capital Group LLC |
159 |
- |
2024-03-31 |
1,586 |
$40,000 |
0 |
|
| EPG Wealth Management LLC |
320 |
- |
2023-12-31 |
1,421 |
$36,000 |
0 |
|
| CARDIFF PARK ADVISORS LLC |
297 |
- |
2023-12-31 |
1,246 |
$32,000 |
0 |
|
| Ambassador Advisors LLC |
202 |
- |
2023-12-31 |
1,220 |
$31,000 |
0 |
|
| Founders Financial Alliance LLC |
388 |
- |
2023-12-31 |
1,000 |
$25,000 |
0 |
|
| Key Financial Inc |
559 |
- |
2023-12-31 |
900 |
$23,000 |
0 |
|
| Rise Advisors LLC |
583 |
- |
2024-03-31 |
846 |
$22,000 |
0 |
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
571 |
- |
2023-12-31 |
861 |
$22,000 |
0 |
|
| Evergreen Private Wealth LLC |
145 |
- |
2024-03-31 |
863 |
$22,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
959 |
- |
2024-03-31 |
738 |
$19,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1924 |
- |
2023-12-31 |
680 |
$17,000 |
0 |
|
| BALLAST ADVISORS LLC |
150 |
- |
2023-12-31 |
628 |
$16,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3556 |
- |
2023-12-31 |
558 |
$14,000 |
0 |
|
| Salomon & Ludwin LLC |
519 |
- |
2023-12-31 |
320 |
$8,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
674 |
- |
2024-03-31 |
284 |
$7,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
653 |
- |
2024-03-31 |
140 |
$4,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1681 |
- |
2023-12-31 |
145 |
$4,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
549 |
- |
2024-03-31 |
90 |
$2,000 |
0 |
|
| Paladin Advisory Group LLC |
224 |
- |
2023-12-31 |
56 |
$1,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
623 |
- |
2023-06-30 |
32 |
$1,000 |
0 |
|
| Raleigh Capital Management Inc. |
976 |
- |
2023-12-31 |
20 |
$1,000 |
0 |
|
|
44 Records found
|
1
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