| |
Institutional
Holders
Total
Institutions:
 |
117  3 |
|
|
Total
shares held :
|
8,272,839 |
|
|
% of shares
held :
|
6.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
|
Amount
of shares held :
|
648,298 |
|
|
% of shares
held change :
|
0.5% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
1676 |
- |
2023-12-31 |
2,289,292 |
$52,104,000 |
472,392 |
|
| BANK OF AMERICA CORP /DE/ |
1791 |
- |
2023-12-31 |
878,522 |
$19,995,000 |
65,719 |
|
| Oakmont Partners LLC |
74 |
- |
2024-03-31 |
558,973 |
$12,286,000 |
69,402 |
|
| BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
217,406 |
$4,779,000 |
471 |
|
| ADVISORY SERVICES NETWORK, LLC |
314 |
- |
2023-12-31 |
127,394 |
$2,899,000 |
54,130 |
|
| BANK OF MONTREAL /CAN/ |
1252 |
- |
2023-12-31 |
107,928 |
$2,547,000 |
8,902 |
|
| J P MORGAN CHASE & CO |
2935 |
- |
2023-12-31 |
93,898 |
$2,137,000 |
42,887 |
|
| WAYNE HUMMER ASSET MANAGEMENT CO |
443 |
- |
2023-12-31 |
93,650 |
$2,131,000 |
1,952 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
711 |
- |
2023-12-31 |
37,498 |
$853,000 |
2,181 |
|
| BB&T CORP |
1751 |
- |
2023-12-31 |
31,126 |
$708,000 |
10,894 |
|
| Advisor Group Holdings Inc. |
2922 |
- |
2023-12-31 |
28,552 |
$650,000 |
18,967 |
|
| Lumature Wealth Partners LLC |
57 |
- |
2023-06-30 |
28,338 |
$626,000 |
4,829 |
|
| Econ Financial Services Corp |
53 |
- |
2023-12-31 |
26,325 |
$599,000 |
75 |
|
| AMERIPRISE FINANCIAL INC |
3419 |
- |
2023-12-31 |
19,295 |
$439,000 |
4,848 |
|
| Qube Research & Technologies Ltd |
2073 |
- |
2023-12-31 |
17,893 |
$407,000 |
8,792 |
|
| Kellett Schaffner Wealth Advisors LLC |
49 |
- |
2024-03-31 |
16,729 |
$368,000 |
1,545 |
|
| Cetera Investment Advisers |
1698 |
- |
2023-12-31 |
15,133 |
$344,000 |
1,906 |
|
| Dynamic Advisors Solutions LLC |
756 |
- |
2024-03-31 |
13,855 |
$305,000 |
1,115 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
639 |
- |
2023-12-31 |
13,323 |
$303,000 |
1,705 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1060 |
- |
2023-12-31 |
13,035 |
$297,000 |
2,286 |
|
| TOCQUEVILLE ASSET MANAGEMENT LP |
454 |
- |
2023-12-31 |
12,042 |
$274,000 |
457 |
|
| PICTON MAHONEY ASSET MANAGEMENT |
283 |
- |
2023-12-31 |
11,800 |
$269,000 |
6,960 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2889 |
- |
2024-03-31 |
10,459 |
$230,000 |
1,148 |
|
| Prostatis Group LLC |
95 |
- |
2023-03-31 |
8,820 |
$204,000 |
8,820 |
|
| Advanced Asset Management Advisors Inc |
75 |
- |
2024-03-31 |
8,716 |
$192,000 |
643 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1667 |
- |
2023-12-31 |
5,743 |
$131,000 |
40 |
|
| Coastal Investment Advisors Inc. |
469 |
- |
2024-03-31 |
5,000 |
$110,000 |
5,000 |
|
| COMERICA BANK |
2665 |
- |
2023-12-31 |
2,483 |
$57,000 |
289 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
805 |
$18,000 |
5 |
|
| PFS Partners LLC |
208 |
- |
2024-03-31 |
760 |
$17,000 |
6 |
|
| Farmers & Merchants Trust Co of Chambersburg PA |
266 |
- |
2024-03-31 |
750 |
$16,000 |
750 |
|
| ICA Group Wealth Management LLC |
776 |
- |
2023-12-31 |
706 |
$16,000 |
706 |
|
| WESTEND ADVISORS LLC |
79 |
- |
2023-12-31 |
126 |
$3,000 |
11 |
|
| Goss Wealth Management LLC |
3261 |
- |
2023-12-31 |
151 |
$3,000 |
81 |
|
| FinTrust Capital Advisors LLC |
1139 |
- |
2024-03-31 |
49 |
$1,000 |
23 |
|
|
35 Records found
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1
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