| |
Institutional
Holders
Total
Institutions:
 |
64  10 |
|
|
Total
shares held :
|
5,039,990 |
|
|
% of shares
held :
|
5.6% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
471,793 |
|
|
% of shares
held change :
|
0.52% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.57 |
|
|
Last
Quarter's Ending
Price :
|
$28.59 |
|
|
Last
Quarter's Average
Price :
|
$26.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.94 (14.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
692 |
- |
2024-03-31 |
1,119,438 |
$34,333,000 |
126,094 |
|
| Cedar Wealth Management LLC |
3 |
- |
2023-12-31 |
755,010 |
$21,586,000 |
166,770 |
|
| RAYMOND JAMES & ASSOCIATES |
1448 |
- |
2024-03-31 |
197,772 |
$6,066,000 |
8,838 |
|
| Equitable Holdings Inc. |
197 |
- |
2023-12-31 |
206,065 |
$5,891,000 |
10,515 |
|
| H D Vest Advisory Services |
277 |
- |
2024-03-31 |
188,201 |
$5,772,000 |
24,354 |
|
| Cornerstone Wealth Management LLC |
75 |
- |
2024-03-31 |
137,827 |
$4,227,000 |
5,407 |
|
| Merit Financial Group LLC |
184 |
- |
2024-03-31 |
118,795 |
$3,548,000 |
38,280 |
|
| Breakwater Capital Group |
54 |
- |
2024-03-31 |
67,365 |
$2,066,000 |
7,351 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2550 |
- |
2023-12-31 |
61,082 |
$1,746,000 |
20,408 |
|
| WT Wealth Management |
56 |
- |
2023-12-31 |
44,456 |
$1,271,000 |
21,718 |
|
| LINCOLN NATIONAL CORP |
463 |
- |
2024-03-31 |
38,871 |
$1,192,000 |
3,638 |
|
| INTERACTIVE FINANCIAL ADVISORS |
33 |
- |
2024-03-31 |
36,805 |
$1,129,000 |
21,648 |
|
| Vertex Planning Partners LLC |
36 |
- |
2023-12-31 |
38,496 |
$1,101,000 |
3,103 |
|
| FINANCIAL NETWORK |
1311 |
- |
2023-12-31 |
38,223 |
$1,093,000 |
1,978 |
|
| MCKINLEY CARTER WEALTH SERVICES, INC. |
152 |
- |
2024-03-31 |
33,116 |
$1,016,000 |
128 |
|
| Octavia Wealth Advisors LLC |
87 |
- |
2024-03-31 |
25,053 |
$768,000 |
25,053 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2270 |
- |
2024-03-31 |
22,464 |
$689,000 |
3,007 |
|
| True Wealth Design LLC |
99 |
- |
2023-12-31 |
21,796 |
$623,000 |
2,286 |
|
| NorthStar Asset Management LLC /NJ/ |
45 |
- |
2024-03-31 |
19,341 |
$593,000 |
1,446 |
|
| Financial Advocates Investment Management |
439 |
- |
2024-03-31 |
17,335 |
$532,000 |
123 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3049 |
- |
2024-03-31 |
11,929 |
$366,000 |
1,387 |
|
| Ullmann Financial Group Inc. |
87 |
- |
2024-03-31 |
11,031 |
$338,000 |
6 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2649 |
- |
2024-03-31 |
10,223 |
$314,000 |
1,583 |
|
| Fifth Third Securities Inc. |
227 |
- |
2024-03-31 |
8,746 |
$268,000 |
669 |
|
| Sterling Financial Planning Inc. |
100 |
- |
2024-03-31 |
7,551 |
$232,000 |
100 |
|
| Capital Advisors Ltd. LLC |
345 |
- |
2024-03-31 |
3,096 |
$95,000 |
9 |
|
| PSI Advisors LLC |
448 |
- |
2024-03-31 |
399 |
$12,000 |
2 |
|
| Geneos Wealth Management Inc. |
1578 |
- |
2024-03-31 |
280 |
$9,000 |
125 |
|
| Spire Wealth Management |
1949 |
- |
2024-03-31 |
161 |
$5,000 |
2 |
|
|
29 Records found
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1
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