|
Institutional
Holders
Total
Institutions:
|
189 2 |
|
Total
shares held :
|
68,521,289 |
|
% of shares
held :
|
86.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
6,734,705 |
|
% of shares
held change :
|
8.47% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.11 |
|
Last
Quarter's Ending
Price :
|
$24.18 |
|
Last
Quarter's Average
Price :
|
$22.82 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.65 (2.85%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Wright Fund Managment LLC |
16 |
- |
2024-03-31 |
1,273,100 |
$30,338,000 |
0 |
|
UMB BANK N A/MO |
238 |
- |
2024-03-31 |
86,701 |
$2,066,000 |
0 |
|
FIDUCIARY TRUST CO |
316 |
- |
2024-03-31 |
50,000 |
$1,192,000 |
0 |
|
Running Point Capital Advisors LLC |
52 |
- |
2024-03-31 |
25,257 |
$602,000 |
0 |
|
Wiser Advisor Group LLC |
29 |
- |
2024-03-31 |
21,930 |
$523,000 |
0 |
|
Belpointe Asset Management LLC |
433 |
- |
2024-03-31 |
21,156 |
$504,000 |
0 |
|
TNB FINANCIAL |
165 |
- |
2024-03-31 |
16,600 |
$396,000 |
0 |
|
BURNS WEALTH MANAGEMENT, INC. |
402 |
- |
2024-03-31 |
15,985 |
$381,000 |
0 |
|
Tempus Wealth Planning LLC |
147 |
- |
2024-03-31 |
13,435 |
$320,000 |
0 |
|
Addison Advisors LLC |
146 |
- |
2024-03-31 |
11,605 |
$277,000 |
0 |
|
WARNER FINANCIAL INC |
98 |
- |
2024-03-31 |
11,336 |
$270,000 |
0 |
|
BANK OF THE WEST |
211 |
- |
2022-12-31 |
9,990 |
$229,000 |
0 |
|
American Institute for Advanced Investment Managem |
122 |
- |
2024-03-31 |
9,545 |
$227,000 |
0 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
89 |
- |
2024-03-31 |
8,890 |
$212,000 |
0 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
406 |
- |
2024-03-31 |
8,393 |
$200,000 |
0 |
|
Winthrop Capital Management LLC |
64 |
- |
2024-03-31 |
7,712 |
$184,000 |
0 |
|
ANCORA ADVISORS, LLC |
673 |
- |
2024-03-31 |
7,382 |
$176,000 |
0 |
|
Capital Investment Advisory Services LLC |
516 |
- |
2024-03-31 |
6,331 |
$151,000 |
0 |
|
EverSource Wealth Advisors LLC |
513 |
- |
2024-03-31 |
6,100 |
$147,000 |
0 |
|
CULLEN FROST BANKERS INC |
586 |
- |
2024-03-31 |
3,646 |
$87,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
580 |
- |
2024-03-31 |
3,500 |
$83,000 |
0 |
|
PROEQUITIES INC. |
1130 |
- |
2024-03-31 |
2,373 |
$57,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2353 |
- |
2024-03-31 |
1,162 |
$28,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
802 |
- |
2024-03-31 |
1,115 |
$27,000 |
0 |
|
First PREMIER Bank |
256 |
- |
2024-03-31 |
1,000 |
$24,000 |
0 |
|
FRANKLIN RESOURCES INC |
2672 |
- |
2024-03-31 |
1,000 |
$24,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1670 |
- |
2024-03-31 |
820 |
$20,000 |
0 |
|
Oakworth Capital Inc. |
423 |
- |
2024-03-31 |
700 |
$17,000 |
0 |
|
AdvisorNet Financial Inc |
1159 |
- |
2024-03-31 |
616 |
$15,000 |
0 |
|
Sound Income Strategies LLC |
824 |
- |
2024-03-31 |
281 |
$7,000 |
0 |
|
CITIGROUP INC |
4315 |
- |
2024-03-31 |
300 |
$7,000 |
0 |
|
SRS Capital Advisors Inc. |
862 |
- |
2024-03-31 |
236 |
$6,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4636 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
Iron Horse Wealth Management LLC |
315 |
- |
2024-03-31 |
102 |
$2,000 |
0 |
|
|
34 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
|
|
|