| |
Institutional
Holders
Total
Institutions:
 |
151  13 |
|
|
Total
shares held :
|
4,050,148 |
|
|
% of shares
held :
|
26.98% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
|
Amount
of shares held :
|
26,915 |
|
|
% of shares
held change :
|
 0.18% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.12 |
|
|
Last
Quarter's Ending
Price :
|
$29.72 |
|
|
Last
Quarter's Average
Price :
|
$27.60 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.07 (21.99%) |
|
|
|
|
|
|
|
|
|
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 |
2646 |
- |
2023-12-31 |
693,343 |
$20,606,000 |
49,090 |
|
| Advisor Group Holdings Inc. |
1481 |
- |
2023-12-31 |
111,029 |
$3,300,000 |
14,700 |
|
| Envestnet Portfolio Solutions Inc. |
534 |
- |
2023-12-31 |
82,793 |
$2,461,000 |
30,383 |
|
| RAYMOND JAMES & ASSOCIATES |
2067 |
- |
2024-03-31 |
98,719 |
$2,275,000 |
2,318 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2525 |
- |
2023-12-31 |
60,969 |
$1,812,000 |
186 |
|
| Sontag Advisory LLC |
213 |
- |
2023-12-31 |
59,341 |
$1,764,000 |
36,215 |
|
| CX Institutional |
206 |
- |
2024-03-31 |
73,682 |
$1,698,000 |
73,682 |
|
| Family Firm Inc. |
54 |
- |
2024-03-31 |
67,378 |
$1,553,000 |
7,356 |
|
| WELLS FARGO & CO/MN |
2680 |
- |
2023-12-31 |
51,825 |
$1,540,000 |
631 |
|
| CITADEL ADVISORS LLC |
2613 |
- |
2023-12-31 |
47,711 |
$1,418,000 |
32,855 |
|
| INSTRUMENTAL WEALTH LLC |
|
- |
2023-12-31 |
46,458 |
$1,119,000 |
9,735 |
|
| TOWER RESEARCH CAPITAL LLC |
785 |
- |
2023-12-31 |
37,465 |
$1,113,000 |
37,148 |
|
| Steward Partners Investment Advisory LLC |
702 |
- |
2023-12-31 |
35,376 |
$1,051,000 |
1,373 |
|
| AMERIPRISE FINANCIAL INC |
3094 |
- |
2023-12-31 |
35,213 |
$1,047,000 |
4,182 |
|
| MOLLER FINANCIAL SERVICES |
35 |
- |
2024-03-31 |
33,575 |
$774,000 |
7,474 |
|
| MML INVESTORS SERVICES LLC |
1646 |
- |
2023-12-31 |
20,201 |
$600,000 |
3,058 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
18,365 |
$545,000 |
592 |
|
| STIFEL FINANCIAL CORP |
2595 |
- |
2023-12-31 |
15,679 |
$466,000 |
690 |
|
| Wealthcare Advisory Partners LLC |
595 |
- |
2024-03-31 |
16,758 |
$386,000 |
1,168 |
|
| Tradition Wealth Management LLC |
252 |
- |
2023-12-31 |
11,551 |
$343,000 |
3,484 |
|
| BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
13,891 |
$320,000 |
355 |
|
| AE Wealth Management LLC |
1807 |
- |
2023-12-31 |
9,907 |
$239,000 |
1,825 |
|
| Kestra Advisory Services LLC |
1990 |
- |
2023-12-31 |
7,875 |
$234,000 |
7,875 |
|
| Personal Resources Investment & Strategic Manageme |
55 |
- |
2024-03-31 |
9,355 |
$216,000 |
9,355 |
|
| COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
8,925 |
$206,000 |
718 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2434 |
- |
2023-12-31 |
4,346 |
$129,000 |
43 |
|
| MOTCO |
231 |
- |
2023-12-31 |
3,737 |
$111,000 |
1,327 |
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
|
- |
2024-03-31 |
4,016 |
$93,000 |
22 |
|
| Parallel Advisors LLC |
1640 |
- |
2023-12-31 |
1,100 |
$33,000 |
1,100 |
|
| FTB Advisors Inc. |
1290 |
- |
2024-03-31 |
1,001 |
$23,000 |
183 |
|
| Financial Perspectives Inc |
430 |
- |
2024-03-31 |
575 |
$13,000 |
4 |
|
| Rain Capital Management LLC |
83 |
- |
2023-12-31 |
431 |
$13,000 |
3 |
|
| SOA Wealth Advisors LLC. |
504 |
- |
2024-03-31 |
576 |
$13,000 |
4 |
|
| Global Retirement Partners LLC |
2123 |
- |
2024-03-31 |
433 |
$10,000 |
428 |
|
| PRIVATE TRUST CO NA |
1987 |
- |
2024-03-31 |
174 |
$4,000 |
174 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
148 |
$3,000 |
102 |
|
|
36 Records found
|
1
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