| |
Institutional
Holders
Total
Institutions:
 |
178  14 |
|
|
Total
shares held :
|
13,411,113 |
|
|
% of shares
held :
|
14.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
|
Amount
of shares held :
|
-1,673,622 |
|
|
% of shares
held change :
|
-1.86% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.27 |
|
|
Last
Quarter's Ending
Price :
|
$29.78 |
|
|
Last
Quarter's Average
Price :
|
$27.40 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 2.85 (10.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Optas LLC |
38 |
- |
2024-03-31 |
52,790 |
$1,678,000 |
0 |
|
| Biltmore Family Office LLC |
68 |
- |
2023-12-31 |
38,310 |
$1,141,000 |
0 |
|
| Financial Gravity Wealth Inc. |
222 |
- |
2023-12-31 |
1,346 |
$1,005,000 |
0 |
|
| UMB BANK N A/MO |
340 |
- |
2024-03-31 |
29,000 |
$922,000 |
0 |
|
| Beacon Pointe Advisors LLC |
691 |
- |
2023-12-31 |
30,050 |
$895,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
379 |
- |
2024-03-31 |
20,100 |
$639,000 |
0 |
|
| Asset Dedication LLC |
211 |
- |
2024-03-31 |
19,380 |
$616,000 |
0 |
|
| Hartland & Co. LLC |
290 |
- |
2023-12-31 |
19,520 |
$581,000 |
0 |
|
| PRIVATE TRUST CO NA |
340 |
- |
2024-03-31 |
17,350 |
$552,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
80 |
- |
2024-03-31 |
15,656 |
$498,000 |
0 |
|
| ATLAS CAPITAL ADVISORS LLC |
224 |
- |
2024-03-31 |
14,562 |
$463,000 |
0 |
|
| BLACKROCK INC. |
4139 |
- |
2023-12-31 |
13,500 |
$402,000 |
0 |
|
| HILLTOP HOLDINGS INC. |
436 |
- |
2023-12-31 |
11,490 |
$342,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1191 |
- |
2023-12-31 |
11,420 |
$340,000 |
0 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1571 |
- |
2023-12-31 |
10,647 |
$317,000 |
0 |
|
| Yarbrough Capital LLC |
185 |
- |
2024-03-31 |
8,470 |
$269,000 |
0 |
|
| BANK OF THE OZARKS |
128 |
- |
2023-12-31 |
8,910 |
$265,000 |
0 |
|
| COUNTRY CLUB BANK /GFN |
282 |
- |
2024-03-31 |
7,560 |
$240,000 |
0 |
|
| Zhang Financial LLC |
254 |
- |
2024-03-31 |
6,900 |
$219,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
172 |
- |
2024-03-31 |
6,080 |
$193,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
369 |
- |
2024-03-31 |
5,300 |
$168,000 |
0 |
|
| Legacy Bridge LLC |
149 |
- |
2024-03-31 |
5,210 |
$166,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
4,930 |
$157,000 |
0 |
|
| Kalos Management Inc. |
52 |
- |
2023-06-30 |
450 |
$134,000 |
0 |
|
| Impact Partnership Wealth LLC |
221 |
- |
2023-12-31 |
4,280 |
$127,000 |
0 |
|
| GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
642 |
- |
2023-12-31 |
4,150 |
$124,000 |
0 |
|
| AdvisorNet Financial Inc |
593 |
- |
2024-03-31 |
3,660 |
$116,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
320 |
- |
2024-03-31 |
3,020 |
$96,000 |
0 |
|
| BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
2,811 |
$89,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1131 |
- |
2024-03-31 |
2,280 |
$72,000 |
0 |
|
| NBC SECURITIES INC. |
1056 |
- |
2024-03-31 |
2,100 |
$66,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
1,420 |
$45,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
1,040 |
$33,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
395 |
- |
2024-03-31 |
1,000 |
$32,000 |
0 |
|
| US BANCORP |
2883 |
- |
2023-12-31 |
920 |
$27,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2484 |
- |
2023-12-31 |
900 |
$27,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
567 |
- |
2022-12-31 |
85 |
$25,000 |
0 |
|
| LGT Financial Advisors LLC |
364 |
- |
2024-03-31 |
627 |
$20,000 |
0 |
|
| Front Row Advisors LLC |
278 |
- |
2023-12-31 |
550 |
$16,000 |
0 |
|
| PIN OAK INVESTMENT ADVISORS INC |
294 |
- |
2023-12-31 |
500 |
$15,000 |
0 |
|
| Global Retirement Partners LLC |
2106 |
- |
2024-03-31 |
329 |
$10,000 |
0 |
|
| Lee Financial CORP |
436 |
- |
2023-12-31 |
320 |
$10,000 |
0 |
|
| VOISARD ASSET MANAGEMENT GROUP INC. |
253 |
- |
2024-03-31 |
240 |
$8,000 |
0 |
|
| Parallel Advisors LLC |
2453 |
- |
2023-12-31 |
190 |
$6,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3795 |
- |
2023-12-31 |
200 |
$6,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
120 |
$4,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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