| |
Institutional
Holders
Total
Institutions:
 |
36  3 |
|
|
Total
shares held :
|
2,782,075 |
|
|
% of shares
held :
|
30.91% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
238,278 |
|
|
% of shares
held change :
|
2.65% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
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|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  NORTHERN TRUST CORP |
683 |
- |
2023-12-31 |
1,639,545 |
$86,847,000 |
99,588 |
|
| ENVESTNET ASSET MANAGEMENT INC |
849 |
- |
2023-12-31 |
540,870 |
$28,650,000 |
48,300 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
595 |
- |
2024-03-31 |
262,538 |
$15,458,000 |
59,020 |
|
| MML INVESTORS SERVICES LLC |
493 |
- |
2023-12-31 |
126,957 |
$6,725,000 |
25,248 |
|
| LPL FINANCIAL CORP |
2322 |
- |
2023-12-31 |
40,609 |
$2,151,000 |
1,004 |
|
| L.M. KOHN & COMPANY |
31 |
- |
2024-03-31 |
35,440 |
$2,087,000 |
3,195 |
|
| HANLON INVESTMENT MANAGEMENT, INC. |
44 |
- |
2024-03-31 |
25,001 |
$1,472,000 |
966 |
|
| PARK NATIONAL CORP /OH/ |
153 |
- |
2024-03-31 |
22,161 |
$1,305,000 |
-1,408 |
|
| Cetera Investment Advisers |
989 |
- |
2023-12-31 |
22,899 |
$1,213,000 |
2,487 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
230 |
*New |
2023-12-31 |
19,891 |
$1,054,000 |
19,891 |
|
| GOLDMAN SACHS GROUP INC/ |
3529 |
- |
2023-12-31 |
18,581 |
$984,000 |
13,542 |
|
| ROYAL BANK OF CANADA |
3327 |
- |
2023-12-31 |
13,979 |
$740,000 |
13,755 |
|
| Colonial River Wealth Management LLC |
|
- |
2023-12-31 |
10,715 |
$568,000 |
-60,428 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3702 |
- |
2023-12-31 |
9,916 |
$525,000 |
3,757 |
|
| BANK OF AMERICA CORP /DE/ |
4714 |
- |
2023-12-31 |
6,437 |
$341,000 |
-6,057 |
|
| Global Assets Advisory LLC |
394 |
*New |
2024-03-31 |
18,737 |
$319,000 |
18,737 |
|
| Strategic Blueprint LLC |
504 |
- |
2024-03-31 |
4,719 |
$278,000 |
0 |
|
| KOCHIS FITZ/QUINTILE LLC |
268 |
- |
2024-03-31 |
4,531 |
$267,000 |
0 |
|
| Wealthcare Advisory Partners LLC |
705 |
- |
2024-03-31 |
4,402 |
$259,000 |
-155 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2852 |
*New |
2024-03-31 |
4,083 |
$240,000 |
4,083 |
|
| Advisory Alpha LLC |
|
*New |
2023-12-31 |
3,867 |
$205,000 |
3,867 |
|
| WEST COAST FINANCIAL LLC |
161 |
- |
2024-03-31 |
3,400 |
$200,000 |
3,400 |
|
| PRIVATE TRUST CO NA |
707 |
- |
2024-03-31 |
2,833 |
$167,000 |
32 |
|
| HANSON MCCLAIN, INC. |
1385 |
- |
2024-03-31 |
677 |
$40,000 |
77 |
|
| CNB Bank |
|
- |
2024-03-31 |
550 |
$32,000 |
0 |
|
| Goss Wealth Management LLC |
2383 |
*New |
2023-12-31 |
591 |
$31,000 |
591 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
|
- |
2024-03-31 |
475 |
$28,000 |
1 |
|
| TOWER RESEARCH CAPITAL LLC |
3645 |
- |
2023-12-31 |
377 |
$20,000 |
0 |
|
| PSI Advisors LLC |
397 |
- |
2024-03-31 |
329 |
$19,000 |
0 |
|
| MORGAN STANLEY |
6465 |
- |
2023-12-31 |
159 |
$8,000 |
0 |
|
| UBS Group AG |
6284 |
- |
2023-12-31 |
116 |
$6,000 |
-2,277 |
|
| Farther Finance Advisors LLC |
2127 |
- |
2023-12-31 |
75 |
$4,000 |
0 |
|
| 3D/L Capital Management LLC |
2 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,627 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6086 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Union Bankshares Corp |
278 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,315 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3398 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,944 |
|
| Meridian Wealth Management LLC |
332 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,478 |
|
| Advisor Group Holdings Inc. |
7039 |
*Closed |
2023-12-31 |
0 |
$0 |
-21 |
|
| Sound Income Strategies LLC |
1381 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,483 |
|
| Ronald Blue Trust Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-342 |
|
|
41 Records found
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1
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