| |
Institutional
Holders
Total
Institutions:
 |
194  1 |
|
|
Total
shares held :
|
25,432,938 |
|
|
% of shares
held :
|
60.54% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -5 |
|
|
Amount
of shares held :
|
-2,929,586 |
|
|
% of shares
held change :
|
-6.97% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.72 |
|
|
Last
Quarter's Ending
Price :
|
$21.14 |
|
|
Last
Quarter's Average
Price :
|
$19.43 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.05 (5.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EVOKE WEALTH LLC |
74 |
- |
2023-12-31 |
325,065 |
$6,872,000 |
0 |
|
| Foundations Investment Advisors LLC |
240 |
- |
2023-12-31 |
84,192 |
$1,713,000 |
0 |
|
| JOHNSON INVESTMENT COUNSEL INC |
351 |
- |
2023-12-31 |
52,175 |
$1,103,000 |
0 |
|
| OXFORD FINANCIAL GROUP LTD |
86 |
- |
2023-12-31 |
43,928 |
$929,000 |
0 |
|
| Cresset Asset Management LLC |
994 |
- |
2023-12-31 |
35,865 |
$758,000 |
0 |
|
| BKM Wealth Management LLC |
94 |
- |
2024-03-31 |
28,653 |
$592,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
813 |
- |
2024-03-31 |
19,668 |
$406,000 |
0 |
|
| JJJ Advisors Inc. |
100 |
- |
2024-03-31 |
18,889 |
$390,000 |
0 |
|
| TNF LLC |
73 |
- |
2024-03-31 |
18,610 |
$376,000 |
0 |
|
| Colonial Trust Co / SC |
182 |
- |
2023-12-31 |
16,247 |
$346,000 |
0 |
|
| Lakeview Capital Partners LLC |
303 |
- |
2023-12-31 |
15,166 |
$321,000 |
0 |
|
| Wedmont Private Capital |
443 |
- |
2024-03-31 |
15,341 |
$314,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
332 |
- |
2023-12-31 |
14,655 |
$310,000 |
0 |
|
| NTV ASSET MANAGEMENT LLC |
205 |
- |
2023-12-31 |
14,340 |
$303,000 |
0 |
|
| Financial Insights Inc. |
139 |
- |
2024-03-31 |
13,600 |
$281,000 |
0 |
|
| Snowden Capital Advisors LLC |
966 |
- |
2023-12-31 |
12,024 |
$254,000 |
0 |
|
| MATHER GROUP, INC. |
484 |
- |
2024-03-31 |
11,496 |
$243,000 |
0 |
|
| David J Yvars Group |
65 |
- |
2024-03-31 |
11,800 |
$242,000 |
0 |
|
| Family Firm Inc. |
185 |
- |
2024-03-31 |
10,536 |
$218,000 |
0 |
|
| Madrona Financial Services LLC |
89 |
- |
2024-03-31 |
10,295 |
$213,000 |
0 |
|
| OPUS CAPITAL GROUP LLC |
115 |
- |
2024-03-31 |
9,920 |
$205,000 |
0 |
|
| Element Wealth LLC |
143 |
- |
2023-12-31 |
6,246 |
$132,000 |
0 |
|
| Planning Capital Management Corp |
120 |
- |
2024-03-31 |
5,683 |
$117,000 |
0 |
|
| BANGOR SAVINGS BANK |
242 |
- |
2024-03-31 |
4,811 |
$99,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
4,169 |
$86,000 |
0 |
|
| Advanced Asset Management Advisors Inc |
80 |
- |
2024-03-31 |
3,112 |
$64,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
2,375 |
$49,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1231 |
- |
2023-12-31 |
2,080 |
$44,000 |
0 |
|
| Cyrus J. Lawrence LLC |
105 |
- |
2023-09-30 |
2,220 |
$42,000 |
0 |
|
| FIFTH THIRD BANCORP |
1420 |
- |
2024-03-31 |
2,000 |
$41,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
322 |
- |
2023-12-31 |
1,910 |
$40,000 |
0 |
|
| BDO Wealth Advisors LLC |
489 |
- |
2023-06-30 |
1,840 |
$35,000 |
0 |
|
| Key Financial Inc |
566 |
- |
2024-03-31 |
1,059 |
$22,000 |
0 |
|
| LGT Financial Advisors LLC |
354 |
- |
2024-03-31 |
1,000 |
$21,000 |
0 |
|
| HOEY INVESTMENTS INC |
163 |
- |
2023-12-31 |
1,000 |
$21,000 |
0 |
|
| Westside Investment Management Inc. |
477 |
- |
2024-03-31 |
1,000 |
$21,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
459 |
- |
2024-03-31 |
990 |
$20,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3141 |
- |
2023-12-31 |
946 |
$20,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1852 |
- |
2024-03-31 |
813 |
$17,000 |
0 |
|
| Addison Advisors LLC |
460 |
- |
2023-12-31 |
750 |
$16,000 |
0 |
|
| CVA Family Office LLC |
676 |
- |
2024-03-31 |
798 |
$16,000 |
0 |
|
| CFG ASSET MANAGEMENT LLC |
246 |
- |
2023-12-31 |
700 |
$15,000 |
0 |
|
| Fairman Group LLC |
146 |
- |
2024-03-31 |
641 |
$13,000 |
0 |
|
| Impact Partnership Wealth LLC |
462 |
- |
2023-12-31 |
600 |
$13,000 |
0 |
|
| Sound Income Strategies LLC |
742 |
- |
2024-03-31 |
508 |
$10,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2044 |
- |
2023-12-31 |
340 |
$7,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
300 |
$6,000 |
0 |
|
| Financial Synergies Wealth Advisors Inc. |
274 |
- |
2024-03-31 |
240 |
$5,000 |
0 |
|
| Financial Avengers Inc. |
136 |
- |
2023-12-31 |
240 |
$5,000 |
0 |
|
| VitalStone Financial LLC |
401 |
- |
2023-12-31 |
147 |
$3,000 |
0 |
|
| Global Wealth Management Investment Advisory Inc. |
473 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
584 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
52 Records found
|
1
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