|
Institutional
Holders
Total
Institutions:
|
41 2 |
|
Total
shares held :
|
2,010,175 |
|
% of shares
held :
|
16.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
152,991 |
|
% of shares
held change :
|
1.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.81 |
|
Last
Quarter's Ending
Price :
|
$18.90 |
|
Last
Quarter's Average
Price :
|
$18.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.87 (4.73%) |
|
|
|
|
|
|
|
|
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 |
3267 |
- |
2023-12-31 |
555,914 |
$10,507,000 |
49,912 |
|
UBS Group AG |
2043 |
- |
2023-12-31 |
250,525 |
$4,735,000 |
-9,032 |
|
Cornerstone Advisory LLP |
45 |
- |
2023-12-31 |
164,031 |
$3,100,000 |
49,988 |
|
BALDWIN BROTHERS INC/MA |
78 |
- |
2024-03-31 |
131,067 |
$2,620,000 |
17,268 |
|
INVESCO LTD |
2447 |
- |
2023-12-31 |
134,667 |
$2,545,000 |
2,475 |
|
RAYMOND JAMES & ASSOCIATES |
2191 |
- |
2024-03-31 |
92,368 |
$1,846,000 |
3,053 |
|
LPL FINANCIAL CORP |
2813 |
- |
2023-12-31 |
66,369 |
$1,254,000 |
-6,864 |
|
Gridiron Partners LLC |
23 |
- |
2023-12-31 |
66,049 |
$1,248,000 |
0 |
|
GUGGENHEIM CAPITAL LLC |
1141 |
- |
2023-12-31 |
55,137 |
$1,042,000 |
7,031 |
|
Advisor Group Holdings Inc. |
2470 |
- |
2023-12-31 |
54,531 |
$1,031,000 |
-4,100 |
|
KLR INVESTMENT ADVISORS LLC |
32 |
- |
2024-03-31 |
51,725 |
$985,000 |
6,051 |
|
ENVESTNET ASSET MANAGEMENT INC |
3020 |
- |
2023-12-31 |
44,967 |
$850,000 |
6,582 |
|
ROYAL BANK OF CANADA |
3288 |
- |
2023-12-31 |
40,499 |
$765,000 |
6,157 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
595 |
- |
2023-12-31 |
39,960 |
$755,000 |
3,512 |
|
Kestra Advisory Services LLC |
1303 |
- |
2023-12-31 |
37,642 |
$711,000 |
-860 |
|
BB&T CORP |
1809 |
- |
2023-12-31 |
33,322 |
$630,000 |
-219 |
|
BANK OF AMERICA CORP /DE/ |
4383 |
- |
2023-12-31 |
30,154 |
$570,000 |
1,198 |
|
Baird Financial Group Inc. |
1408 |
- |
2023-12-31 |
22,489 |
$425,000 |
-1,419 |
|
DAYMARK WEALTH PARTNERS LLC |
299 |
*New |
2024-03-31 |
19,700 |
$394,000 |
19,700 |
|
UMA Financial Services Inc. |
128 |
- |
2024-03-31 |
14,833 |
$279,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2254 |
- |
2023-12-31 |
14,488 |
$274,000 |
-237 |
|
HARBOUR INVESTMENTS INC. |
749 |
- |
2023-12-31 |
13,965 |
$264,000 |
50 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
13,527 |
$256,000 |
-1,507 |
|
Alpha Cubed Investments LLC |
235 |
- |
2024-03-31 |
12,298 |
$246,000 |
0 |
|
NewEdge Wealth LLC |
677 |
- |
2023-12-31 |
12,074 |
$228,000 |
0 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
11,730 |
$222,000 |
11,730 |
|
Integrated Wealth Concepts LLC |
1419 |
*New |
2023-12-31 |
11,311 |
$214,000 |
11,311 |
|
Hexagon Capital Partners LLC |
272 |
- |
2024-03-31 |
5,999 |
$120,000 |
0 |
|
WELLS FARGO & CO/MN |
4352 |
- |
2023-12-31 |
4,787 |
$90,000 |
-1,892 |
|
COMERICA BANK |
2637 |
- |
2023-12-31 |
3,360 |
$64,000 |
-4,513 |
|
US BANCORP |
2576 |
*New |
2023-12-31 |
3,089 |
$58,000 |
3,089 |
|
GPS Wealth Strategies Group LLC |
553 |
- |
2023-12-31 |
2,000 |
$38,000 |
0 |
|
CULLEN FROST BANKERS INC |
699 |
- |
2023-12-31 |
2,000 |
$38,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2257 |
- |
2023-12-31 |
1,480 |
$28,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3434 |
- |
2023-12-31 |
1,000 |
$19,000 |
800 |
|
BARRETT & COMPANY INC. |
403 |
- |
2024-03-31 |
650 |
$13,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2942 |
*New |
2023-12-31 |
366 |
$7,000 |
366 |
|
Focused Wealth Management Inc |
612 |
- |
2023-12-31 |
324 |
$6,000 |
7 |
|
Geneos Wealth Management Inc. |
|
*New |
2023-12-31 |
232 |
$4,000 |
232 |
|
FinTrust Capital Advisors LLC |
1117 |
*New |
2023-12-31 |
27 |
$1,000 |
27 |
|
Goss Wealth Management LLC |
3558 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,075 |
|
Stonebridge Capital Advisors LLC |
296 |
*Closed |
2023-12-31 |
0 |
$0 |
-300 |
|
AMERIPRISE FINANCIAL INC |
3831 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,124 |
|
FMR LLC |
5041 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,670 |
|
SHAKER FINANCIAL SERVICES, LLC |
154 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,485 |
|
PROEQUITIES INC. |
8667 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6390 |
*Closed |
2023-12-31 |
0 |
$0 |
-895 |
|
Pettinga Financial Advisors LLC |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-35,591 |
|
Princeton Global Asset Management LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-700 |
|
|
49 Records found
|
1
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