| |
Institutional
Holders
Total
Institutions:
 |
199  13 |
|
|
Total
shares held :
|
16,033,475 |
|
|
% of shares
held :
|
61.5% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
|
Amount
of shares held :
|
553,031 |
|
|
% of shares
held change :
|
2.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.04 |
|
|
Last
Quarter's Ending
Price :
|
$44.30 |
|
|
Last
Quarter's Average
Price :
|
$44.61 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.16 (7.08%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  TECTONIC ADVISORS LLC |
22 |
- |
2023-12-31 |
193,423 |
$8,569,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
31,393 |
$1,391,000 |
0 |
|
| AJ WEALTH STRATEGIES LLC |
120 |
- |
2023-06-30 |
28,243 |
$1,212,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
604 |
- |
2023-12-31 |
23,980 |
$1,062,000 |
0 |
|
| Financial Gravity Wealth Inc. |
244 |
- |
2023-12-31 |
7,125 |
$765,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
356 |
- |
2024-03-31 |
14,049 |
$677,000 |
0 |
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
86 |
- |
2023-12-31 |
14,916 |
$661,000 |
0 |
|
| HB Wealth Management LLC |
|
- |
2024-03-31 |
13,409 |
$647,000 |
0 |
|
| Morton Capital Management LLC/CA |
56 |
- |
2024-03-31 |
12,626 |
$609,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
431 |
- |
2023-12-31 |
12,645 |
$560,000 |
0 |
|
| Lifeworks Advisors LLC |
123 |
- |
2023-12-31 |
10,354 |
$459,000 |
0 |
|
| WATERSHED PRIVATE WEALTH LLC |
68 |
- |
2023-12-31 |
10,187 |
$451,000 |
0 |
|
| Spectrum Asset Management Inc. (NB/CA) |
71 |
- |
2024-03-31 |
7,020 |
$339,000 |
0 |
|
| ADAMS ASSET ADVISORS LLC |
68 |
- |
2024-03-31 |
6,599 |
$318,000 |
0 |
|
| BANCORPSOUTH BANK |
274 |
- |
2023-12-31 |
6,791 |
$301,000 |
0 |
|
| Evanson Asset Management LLC |
243 |
- |
2024-03-31 |
6,185 |
$298,000 |
0 |
|
| WEST COAST FINANCIAL LLC |
132 |
- |
2024-03-31 |
6,033 |
$291,000 |
0 |
|
| NORTHERN TRUST CORP |
3750 |
- |
2023-12-31 |
6,341 |
$281,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
307 |
- |
2024-03-31 |
5,744 |
$277,000 |
0 |
|
| Kraft Davis & Associates LLC |
109 |
- |
2023-12-31 |
5,668 |
$261,000 |
0 |
|
| Heartwood Wealth Advisors LLC |
135 |
- |
2024-03-31 |
5,167 |
$249,000 |
0 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
147 |
- |
2024-03-31 |
5,000 |
$238,000 |
0 |
|
| IFP Advisors Inc |
853 |
- |
2023-12-31 |
5,272 |
$234,000 |
0 |
|
| FF AdvisorsLLC |
76 |
- |
2024-03-31 |
4,788 |
$231,000 |
0 |
|
| One Charles Private Wealth Services LLC |
133 |
- |
2023-12-31 |
4,867 |
$216,000 |
0 |
|
| Red Cedar Capital LLC |
71 |
- |
2022-12-31 |
2,951 |
$122,000 |
0 |
|
| Bogart Wealth LLC |
284 |
- |
2024-03-31 |
2,067 |
$100,000 |
0 |
|
| PRIVATE TRUST CO NA |
1093 |
- |
2024-03-31 |
1,066 |
$51,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
410 |
- |
2024-03-31 |
750 |
$36,000 |
0 |
|
| PSI Advisors LLC |
311 |
- |
2024-03-31 |
712 |
$34,000 |
0 |
|
| ST GERMAIN D J CO INC |
430 |
- |
2024-03-31 |
671 |
$32,000 |
0 |
|
| Community Bank N.A. |
296 |
- |
2023-12-31 |
680 |
$30,000 |
0 |
|
| Capital Advisors Ltd. LLC |
539 |
- |
2024-03-31 |
555 |
$27,000 |
0 |
|
| Tradition Wealth Management LLC |
814 |
- |
2023-12-31 |
500 |
$22,000 |
0 |
|
| Mascoma Wealth Management LLC |
284 |
- |
2024-03-31 |
291 |
$14,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1178 |
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
| Parallel Advisors LLC |
2261 |
- |
2023-12-31 |
235 |
$10,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
1101 |
- |
2024-03-31 |
158 |
$8,000 |
0 |
|
| Westside Investment Management Inc. |
625 |
- |
2024-03-31 |
158 |
$8,000 |
0 |
|
| Founders Financial Alliance LLC |
453 |
- |
2023-12-31 |
150 |
$7,000 |
0 |
|
| Aptus Capital Advisors LLC |
815 |
- |
2023-12-31 |
150 |
$7,000 |
0 |
|
| Coppell Advisory Solutions LLC |
1043 |
- |
2023-12-31 |
159 |
$7,000 |
0 |
|
| FinTrust Capital Advisors LLC |
1018 |
- |
2024-03-31 |
54 |
$3,000 |
0 |
|
| Tyler-Stone Wealth Management |
816 |
- |
2023-12-31 |
21 |
$1,000 |
0 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
