| |
Institutional
Holders
Total
Institutions:
 |
327  13 |
|
|
Total
shares held :
|
77,665,192 |
|
|
% of shares
held :
|
19.64% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
83 |
|
|
Amount
of shares held :
|
4,700,839 |
|
|
% of shares
held change :
|
1.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.68 |
|
|
Last
Quarter's Ending
Price :
|
$24.91 |
|
|
Last
Quarter's Average
Price :
|
$24.79 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.24 (0.97%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RDL FINANCIAL INC |
14 |
- |
2024-03-31 |
156,219 |
$3,846,000 |
0 |
|
| HARBOR ADVISORY CORP /MA/ |
29 |
- |
2024-03-31 |
153,173 |
$3,837,000 |
0 |
|
| EXCHANGE CAPITAL MANAGEMENT INC |
88 |
- |
2024-03-31 |
76,389 |
$1,914,000 |
0 |
|
| Murphy Middleton Hinkle & Parker Inc. |
46 |
- |
2024-03-31 |
45,449 |
$1,138,000 |
0 |
|
| Granite Harbor Advisors Inc. |
|
- |
2024-03-31 |
28,050 |
$703,000 |
0 |
|
| MATTERN CAPITAL MANAGEMENT LLC |
97 |
- |
2023-12-31 |
25,804 |
$643,000 |
0 |
|
| DORSEY & WHITNEY TRUST CO LLC |
322 |
- |
2023-12-31 |
22,000 |
$548,000 |
0 |
|
| ALESCO ADVISORS LLC |
118 |
- |
2023-12-31 |
21,590 |
$538,000 |
0 |
|
| Carr Financial Group Corp |
103 |
- |
2024-03-31 |
20,389 |
$511,000 |
0 |
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
82 |
- |
2024-03-31 |
20,275 |
$508,000 |
0 |
|
| Pinnacle Bank |
115 |
- |
2024-03-31 |
16,593 |
$416,000 |
0 |
|
| Sunbelt Securities Inc. |
361 |
- |
2024-03-31 |
16,332 |
$409,000 |
0 |
|
| MARATHON CAPITAL MANAGEMENT |
109 |
- |
2023-12-31 |
14,899 |
$371,000 |
0 |
|
| Bramshill Investments LLC |
104 |
- |
2023-12-31 |
14,481 |
$361,000 |
0 |
|
| First National Bank of South Miami |
77 |
- |
2023-06-30 |
13,504 |
$332,000 |
0 |
|
| Horizons Wealth Management |
49 |
- |
2024-03-31 |
12,958 |
$323,000 |
0 |
|
| J. L. Bainbridge & Co. Inc. |
58 |
- |
2023-12-31 |
12,847 |
$320,000 |
0 |
|
| Cassia Capital Partners LLC |
59 |
- |
2024-03-31 |
11,347 |
$284,000 |
0 |
|
| Resonant Capital Advisors LLC |
|
- |
2024-03-31 |
10,762 |
$270,000 |
0 |
|
| AlphaCore Capital LLC |
195 |
- |
2023-12-31 |
10,750 |
$268,000 |
0 |
|
| Gilbert & Cook Inc. |
198 |
- |
2024-03-31 |
10,306 |
$258,000 |
0 |
|
| Wick Capital Partners LLC |
59 |
- |
2023-12-31 |
10,208 |
$254,000 |
0 |
|
| Laidlaw Wealth Management LLC |
214 |
- |
2023-12-31 |
9,500 |
$237,000 |
0 |
|
| Bank of New Hampshire |
186 |
- |
2024-03-31 |
8,505 |
$213,000 |
0 |
|
| Strata Wealth Advisors LLC |
74 |
- |
2024-03-31 |
8,040 |
$201,000 |
0 |
|
| DUNCKER STREETT & CO INC |
238 |
- |
2024-03-31 |
6,090 |
$153,000 |
0 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
298 |
- |
2024-03-31 |
6,000 |
$150,000 |
0 |
|
| BARTLETT & CO. LLC |
531 |
- |
2023-12-31 |
5,125 |
$128,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
530 |
- |
2023-12-31 |
5,125 |
$128,000 |
0 |
|
| FTB Advisors Inc. |
643 |
- |
2024-03-31 |
4,841 |
$121,000 |
0 |
|
| HHM Wealth Advisors LLC |
214 |
- |
2023-12-31 |
3,700 |
$92,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
274 |
- |
2024-03-31 |
3,502 |
$87,000 |
0 |
|
| Tyler-Stone Wealth Management |
298 |
- |
2023-12-31 |
3,044 |
$76,000 |
0 |
|
| Sachetta LLC |
224 |
- |
2024-03-31 |
2,600 |
$65,000 |
0 |
|
| Evergreen Private Wealth LLC |
119 |
- |
2024-03-31 |
1,840 |
$46,000 |
0 |
|
| Front Row Advisors LLC |
190 |
- |
2023-12-31 |
1,845 |
$46,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,584 |
$40,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1605 |
- |
2023-12-31 |
1,500 |
$37,000 |
0 |
|
| Trust Co |
226 |
- |
2024-03-31 |
949 |
$24,000 |
0 |
|
| Bradley & Co. Private Wealth Management LLC |
|
- |
2024-03-31 |
898 |
$22,000 |
0 |
|
| Colonial Trust Co / SC |
635 |
- |
2023-12-31 |
800 |
$20,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3599 |
- |
2023-12-31 |
470 |
$12,000 |
0 |
|
| Financial Gravity Wealth Inc. |
402 |
- |
2023-12-31 |
413 |
$10,000 |
0 |
|
| Stephens Consulting LLC |
357 |
- |
2024-03-31 |
190 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
203 |
$5,000 |
0 |
|
| BLACKROCK INC. |
4875 |
- |
2023-12-31 |
133 |
$3,000 |
0 |
|
|
46 Records found
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1
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