| |
Institutional
Holders
Total
Institutions:
 |
309  23 |
|
|
Total
shares held :
|
70,625,156 |
|
|
% of shares
held :
|
22.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
116 |
|
|
Amount
of shares held :
|
4,522,614 |
|
|
% of shares
held change :
|
1.45% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.30 |
|
|
Last
Quarter's Ending
Price :
|
$24.76 |
|
|
Last
Quarter's Average
Price :
|
$24.50 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.26 (1.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HARBOR ADVISORY CORP /MA/ |
27 |
- |
2024-03-31 |
158,086 |
$3,922,000 |
0 |
|
| Stokes Family Office LLC |
105 |
- |
2024-03-31 |
49,785 |
$1,235,000 |
0 |
|
| Steele Capital Management Inc. |
73 |
- |
2024-03-31 |
30,364 |
$753,000 |
0 |
|
| Murphy Middleton Hinkle & Parker Inc. |
75 |
- |
2024-03-31 |
28,017 |
$695,000 |
0 |
|
| Crescent Grove Advisors LLC |
147 |
- |
2024-03-31 |
27,239 |
$676,000 |
0 |
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
42 |
- |
2024-03-31 |
26,357 |
$654,000 |
0 |
|
| Patriot Investment Management Inc. |
152 |
- |
2024-03-31 |
22,288 |
$553,000 |
0 |
|
| Spectrum Wealth Counsel LLC |
96 |
- |
2024-03-31 |
20,114 |
$499,000 |
0 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
156 |
- |
2024-03-31 |
19,865 |
$493,000 |
0 |
|
| Lee Financial CORP |
100 |
- |
2023-12-31 |
18,500 |
$458,000 |
0 |
|
| Wells Financial Advisors INC |
31 |
- |
2023-12-31 |
16,930 |
$419,000 |
0 |
|
| Willis Johnson & Associates Inc. |
100 |
- |
2024-03-31 |
16,440 |
$408,000 |
0 |
|
| Sunbelt Securities Inc. |
362 |
- |
2024-03-31 |
16,462 |
$408,000 |
0 |
|
| DUNCKER STREETT & CO INC |
175 |
- |
2024-03-31 |
14,753 |
$366,000 |
0 |
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
97 |
- |
2024-03-31 |
13,750 |
$341,000 |
0 |
|
| Horizons Wealth Management |
47 |
- |
2024-03-31 |
13,751 |
$340,000 |
0 |
|
| Waterford Advisors LLC |
38 |
- |
2023-12-31 |
12,946 |
$321,000 |
0 |
|
| Bank of New Hampshire |
160 |
- |
2024-03-31 |
12,805 |
$318,000 |
0 |
|
| Gilbert & Cook Inc. |
188 |
- |
2024-03-31 |
11,870 |
$294,000 |
0 |
|
| Cassia Capital Partners LLC |
58 |
- |
2024-03-31 |
11,582 |
$287,000 |
0 |
|
| Sontag Advisory LLC |
530 |
- |
2024-03-31 |
11,545 |
$286,000 |
0 |
|
| E&G Advisors LP |
157 |
- |
2024-03-31 |
11,500 |
$285,000 |
0 |
|
| Kovitz Investment Group Partners LLC |
364 |
- |
2023-12-31 |
10,880 |
$269,000 |
0 |
|
| ANCHOR CAPITAL ADVISORS INC |
229 |
- |
2024-03-31 |
10,800 |
$268,000 |
0 |
|
| AlphaCore Capital LLC |
196 |
- |
2023-12-31 |
10,700 |
$265,000 |
0 |
|
| CLARET ASSET MANAGEMENT Corp |
138 |
- |
2024-03-31 |
9,875 |
$245,000 |
0 |
|
| WEALTH EFFECTS LLC |
189 |
- |
2024-03-31 |
8,746 |
$217,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
696 |
- |
2024-03-31 |
8,431 |
$209,000 |
0 |
|
| Cypress Wealth Services LLC |
245 |
- |
2024-03-31 |
8,183 |
$203,000 |
0 |
|
| Autumn Glory Partners LLC |
159 |
- |
2024-03-31 |
8,199 |
$203,000 |
0 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
278 |
- |
2024-03-31 |
7,500 |
$186,000 |
0 |
|
| HHM Wealth Advisors LLC |
215 |
- |
2023-12-31 |
3,700 |
$92,000 |
0 |
|
| Anchor Investment Management LLC |
458 |
- |
2023-12-31 |
3,430 |
$85,000 |
0 |
|
| FTB Advisors Inc. |
802 |
- |
2024-03-31 |
2,846 |
$71,000 |
0 |
|
| Sachetta LLC |
220 |
- |
2024-03-31 |
2,700 |
$67,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
661 |
- |
2024-03-31 |
2,048 |
$51,000 |
0 |
|
| BARTLETT & CO. LLC |
689 |
- |
2023-12-31 |
2,048 |
$51,000 |
0 |
|
| Geneos Wealth Management Inc. |
1081 |
- |
2024-03-31 |
1,938 |
$48,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
366 |
- |
2024-03-31 |
1,658 |
$41,000 |
0 |
|
| Tyler-Stone Wealth Management |
395 |
- |
2023-12-31 |
1,540 |
$38,000 |
0 |
|
| MOTCO |
395 |
- |
2024-03-31 |
970 |
$24,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
575 |
- |
2024-03-31 |
883 |
$22,000 |
0 |
|
| Colonial Trust Co / SC |
631 |
- |
2023-12-31 |
800 |
$20,000 |
0 |
|
| Bradley & Co. Private Wealth Management LLC |
93 |
- |
2024-03-31 |
786 |
$20,000 |
0 |
|
| COCONUT GROVE BANK |
447 |
- |
2024-03-31 |
755 |
$19,000 |
0 |
|
| ALPHAMARK ADVISORS LLC |
593 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
1893 |
- |
2024-03-31 |
198 |
$5,000 |
0 |
|
| Financial Gravity Wealth Inc. |
469 |
- |
2023-12-31 |
123 |
$3,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5242 |
- |
2023-12-31 |
100 |
$2,000 |
0 |
|
|
49 Records found
|
1
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