| |
Institutional
Holders
Total
Institutions:
 |
100  2 |
|
|
Total
shares held :
|
2,526,991 |
|
|
% of shares
held :
|
38% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
58,026 |
|
|
% of shares
held change :
|
0.87% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$33.23 |
|
|
Last
Quarter's Ending
Price :
|
$39.53 |
|
|
Last
Quarter's Average
Price :
|
$35.09 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.02 (17.16%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  THOMPSON SIEGEL & WALMSLEY LLC |
281 |
- |
2023-12-31 |
18,000 |
$712,000 |
0 |
|
| LFA - Lugano Financial Advisors SA |
|
- |
2024-03-31 |
11,497 |
$496,000 |
0 |
|
| Spire Wealth Management |
518 |
- |
2024-03-31 |
11,319 |
$488,000 |
0 |
|
| Kestra Advisory Services LLC |
1660 |
- |
2023-12-31 |
9,911 |
$392,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3241 |
- |
2024-03-31 |
8,200 |
$354,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1985 |
- |
2023-12-31 |
6,463 |
$255,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2305 |
- |
2023-12-31 |
4,500 |
$178,000 |
0 |
|
| SOA Wealth Advisors LLC. |
194 |
- |
2024-03-31 |
3,999 |
$172,000 |
0 |
|
| Emerald Investment Partners LLC |
294 |
- |
2024-03-31 |
3,232 |
$139,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
3,194 |
$138,000 |
0 |
|
| Parallel Advisors LLC |
961 |
- |
2023-12-31 |
3,470 |
$137,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
652 |
- |
2024-03-31 |
2,585 |
$111,000 |
0 |
|
| SMITHFIELD TRUST CO |
418 |
- |
2023-12-31 |
2,800 |
$111,000 |
0 |
|
| DB Wealth Management Group LLC |
130 |
- |
2023-12-31 |
2,016 |
$80,000 |
0 |
|
| Goss Wealth Management LLC |
2028 |
- |
2023-12-31 |
2,002 |
$79,000 |
0 |
|
| HANSON INVESTMENT MANAGEMENT |
270 |
- |
2024-03-31 |
1,764 |
$76,000 |
0 |
|
| AdvisorNet Financial Inc |
721 |
- |
2024-03-31 |
1,600 |
$69,000 |
0 |
|
| ADIRONDACK TRUST CO |
211 |
- |
2024-03-31 |
1,500 |
$65,000 |
0 |
|
| COMERICA BANK |
2653 |
- |
2023-12-31 |
1,505 |
$59,000 |
0 |
|
| West Financial Advisors LLC |
80 |
- |
2024-03-31 |
1,250 |
$54,000 |
0 |
|
| Aptus Capital Advisors LLC |
669 |
- |
2023-12-31 |
1,300 |
$51,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
448 |
- |
2023-12-31 |
1,255 |
$50,000 |
0 |
|
| US BANCORP |
2687 |
- |
2023-12-31 |
1,150 |
$45,000 |
0 |
|
| UNION SAVINGS BANK |
|
- |
2024-03-31 |
979 |
$42,000 |
0 |
|
| AllSquare Wealth Management LLC |
236 |
- |
2023-12-31 |
937 |
$37,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1236 |
- |
2023-12-31 |
888 |
$35,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1753 |
- |
2023-12-31 |
622 |
$25,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1596 |
- |
2023-12-31 |
630 |
$25,000 |
0 |
|
| BARTLETT & CO. LLC |
848 |
- |
2023-12-31 |
547 |
$22,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
853 |
- |
2023-12-31 |
547 |
$22,000 |
0 |
|
| GAMMA Investing LLC |
1603 |
- |
2024-03-31 |
493 |
$21,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1124 |
- |
2023-12-31 |
400 |
$20,000 |
0 |
|
| IFP Advisors Inc |
1891 |
- |
2023-12-31 |
500 |
$20,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
309 |
- |
2024-03-31 |
400 |
$17,000 |
0 |
|
| WASHINGTON TRUST CO |
595 |
- |
2024-03-31 |
400 |
$17,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
459 |
- |
2024-03-31 |
300 |
$13,000 |
0 |
|
| BARRETT & COMPANY INC. |
408 |
- |
2024-03-31 |
275 |
$12,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
300 |
$12,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
229 |
$10,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
595 |
- |
2024-03-31 |
200 |
$8,000 |
0 |
|
| TRUST CO OF VERMONT |
|
- |
2024-03-31 |
150 |
$6,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
277 |
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
647 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
| Global Retirement Partners LLC |
2463 |
- |
2024-03-31 |
97 |
$4,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
619 |
- |
2024-03-31 |
70 |
$3,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
3288 |
- |
2023-12-31 |
13 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Farther Finance Advisors LLC |
3455 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
48 Records found
|
1
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