| |
Institutional
Holders
Total
Institutions:
 |
234  39 |
|
|
Total
shares held :
|
45,947,825 |
|
|
% of shares
held :
|
64.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
|
Amount
of shares held :
|
8,976,998 |
|
|
% of shares
held change :
|
12.56% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.87 |
|
|
Last
Quarter's Ending
Price :
|
$25.09 |
|
|
Last
Quarter's Average
Price :
|
$24.29 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.15 (0.62%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Lee Financial CORP |
79 |
- |
2023-12-31 |
28,900 |
$725,000 |
0 |
|
| DORSEY & WHITNEY TRUST CO LLC |
294 |
- |
2024-03-31 |
26,000 |
$648,000 |
0 |
|
| Stokes Family Office LLC |
142 |
- |
2024-03-31 |
21,295 |
$530,000 |
0 |
|
| Autumn Glory Partners LLC |
90 |
- |
2024-03-31 |
20,843 |
$519,000 |
0 |
|
| Spectrum Wealth Counsel LLC |
97 |
- |
2024-03-31 |
20,039 |
$499,000 |
0 |
|
| MONTICELLO WEALTH MANAGEMENT LLC |
153 |
- |
2024-03-31 |
19,938 |
$497,000 |
0 |
|
| Bradley & Co. Private Wealth Management LLC |
24 |
- |
2024-03-31 |
19,481 |
$485,000 |
0 |
|
| Strata Wealth Advisors LLC |
56 |
- |
2024-03-31 |
14,617 |
$364,000 |
0 |
|
| DUNCKER STREETT & CO INC |
176 |
- |
2024-03-31 |
14,614 |
$364,000 |
0 |
|
| Cypress Wealth Services LLC |
176 |
- |
2024-03-31 |
14,427 |
$359,000 |
0 |
|
| Roble Belko & Company Inc |
84 |
- |
2024-03-31 |
13,339 |
$332,000 |
0 |
|
| COMERICA BANK |
2085 |
- |
2023-12-31 |
12,081 |
$303,000 |
0 |
|
| Chicago Partners Investment Group LLC |
586 |
- |
2024-03-31 |
11,500 |
$282,000 |
0 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
477 |
- |
2024-03-31 |
10,285 |
$256,000 |
0 |
|
| Highland Financial Advisors LLC |
45 |
- |
2024-03-31 |
10,162 |
$253,000 |
0 |
|
| EXCHANGE CAPITAL MANAGEMENT INC |
172 |
- |
2024-03-31 |
9,898 |
$247,000 |
0 |
|
| Willis Johnson & Associates Inc. |
128 |
- |
2024-03-31 |
9,550 |
$238,000 |
0 |
|
| COOPER/HAIMS ADVISORS LLC |
75 |
- |
2024-03-31 |
8,230 |
$205,000 |
0 |
|
| Wells Financial Advisors INC |
43 |
- |
2023-12-31 |
5,560 |
$140,000 |
0 |
|
| OAK HARBOR WEALTH PARTNERS LLC |
174 |
- |
2024-03-31 |
5,437 |
$135,000 |
0 |
|
| Knights of Columbus Asset Advisors LLC |
348 |
- |
2024-03-31 |
2,880 |
$72,000 |
0 |
|
| FTB Advisors Inc. |
798 |
- |
2024-03-31 |
2,842 |
$71,000 |
0 |
|
| Sachetta LLC |
219 |
- |
2024-03-31 |
2,700 |
$68,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1898 |
- |
2023-12-31 |
2,379 |
$60,000 |
0 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
106 |
- |
2024-03-31 |
2,238 |
$55,000 |
0 |
|
| Legacy Bridge LLC |
197 |
- |
2024-03-31 |
1,900 |
$47,000 |
0 |
|
| ROBBINS FARLEY LLC |
78 |
- |
2024-03-31 |
1,804 |
$45,000 |
0 |
|
| Front Row Advisors LLC |
195 |
- |
2023-12-31 |
1,600 |
$40,000 |
0 |
|
| Annis Gardner Whiting Capital Advisors LLC |
341 |
- |
2023-12-31 |
1,400 |
$35,000 |
0 |
|
| Stephens Consulting LLC |
210 |
- |
2024-03-31 |
1,309 |
$33,000 |
0 |
|
| Y.D. More Investments Ltd |
276 |
- |
2023-12-31 |
1,270 |
$32,000 |
0 |
|
| PSI Advisors LLC |
349 |
- |
2024-03-31 |
1,000 |
$25,000 |
0 |
|
| COCONUT GROVE BANK |
459 |
- |
2024-03-31 |
650 |
$16,000 |
0 |
|
| BARTLETT & CO. LLC |
909 |
- |
2023-12-31 |
600 |
$15,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
867 |
- |
2024-03-31 |
600 |
$15,000 |
0 |
|
| Farther Finance Advisors LLC |
1575 |
- |
2023-12-31 |
454 |
$11,000 |
0 |
|
| Rosenberg Matthew Hamilton |
692 |
- |
2024-03-31 |
185 |
$5,000 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
463 |
- |
2024-03-31 |
105 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
7886 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| APCM Wealth Management for Individuals |
138 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
40 Records found
|
1
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