|
Institutional
Holders
Total
Institutions:
|
145 17 |
|
Total
shares held :
|
8,424,420 |
|
% of shares
held :
|
24.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-7,026 |
|
% of shares
held change :
|
-0.02% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.29 |
|
Last
Quarter's Ending
Price :
|
$22.77 |
|
Last
Quarter's Average
Price :
|
$22.26 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.24 (14.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HIGHTOWER ADVISORS, LLC |
515 |
- |
2023-12-31 |
753,818 |
$17,160,000 |
-6,574 |
|
BANK OF AMERICA CORP /DE/ |
2073 |
- |
2023-12-31 |
614,199 |
$13,985,000 |
9,838 |
|
LPL FINANCIAL CORP |
1110 |
- |
2023-12-31 |
557,893 |
$12,703,000 |
38,516 |
|
WELLS FARGO & CO/MN |
1408 |
- |
2023-12-31 |
501,943 |
$11,429,000 |
66,501 |
|
Systelligence LLC |
23 |
- |
2024-03-31 |
366,909 |
$8,736,000 |
8,566 |
|
UBS Group AG |
1617 |
- |
2023-12-31 |
342,705 |
$7,803,000 |
-53,686 |
|
JANE STREET GROUP LLC |
1184 |
- |
2023-12-31 |
307,151 |
$6,994,000 |
3,108 |
|
AMG NATIONAL TRUST BANK |
71 |
- |
2023-12-31 |
290,411 |
$6,613,000 |
27,517 |
|
MORGAN STANLEY |
3638 |
- |
2023-12-31 |
288,731 |
$6,574,000 |
19,209 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
638 |
- |
2024-03-31 |
258,563 |
$6,156,000 |
-103,340 |
|
Pensionmark Financial Group LLC |
25 |
- |
2023-12-31 |
242,921 |
$5,531,000 |
3,013 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1127 |
- |
2023-12-31 |
213,738 |
$4,867,000 |
182,433 |
|
Capital Management Associates Inc |
|
- |
2023-12-31 |
201,106 |
$4,579,000 |
0 |
|
GRADIENT INVESTMENTS LLC |
149 |
- |
2024-03-31 |
178,108 |
$4,241,000 |
-7,891 |
|
Pettinga Financial Advisors LLC |
30 |
- |
2024-03-31 |
142,570 |
$3,395,000 |
-850 |
|
180 WEALTH ADVISORS LLC |
43 |
- |
2024-03-31 |
134,424 |
$3,201,000 |
7,399 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1391 |
- |
2023-12-31 |
134,700 |
$3,067,000 |
18,249 |
|
Fielder Capital Group LLC |
19 |
- |
2024-03-31 |
120,438 |
$2,868,000 |
58,301 |
|
OmniStar Financial Group Inc. |
5 |
- |
2024-03-31 |
120,293 |
$2,864,000 |
-80,205 |
|
Silver Coast Investments LLC |
17 |
- |
2023-12-31 |
116,201 |
$2,646,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1244 |
- |
2023-12-31 |
112,348 |
$2,597,000 |
112,348 |
|
RENAISSANCE TECHNOLOGIES LLC |
1839 |
- |
2023-12-31 |
105,600 |
$2,405,000 |
105,600 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
166 |
*New |
2024-03-31 |
100,782 |
$2,400,000 |
100,782 |
|
ENVESTNET ASSET MANAGEMENT INC |
2358 |
- |
2023-12-31 |
103,259 |
$2,351,000 |
-18,831 |
|
ROYAL BANK OF CANADA |
2451 |
- |
2023-12-31 |
101,184 |
$2,304,000 |
1,262 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1559 |
- |
2024-03-31 |
96,514 |
$2,298,000 |
1,335 |
|
AMERIPRISE FINANCIAL INC |
2770 |
- |
2023-12-31 |
92,410 |
$2,104,000 |
-71,297 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
136 |
- |
2023-12-31 |
83,724 |
$1,906,000 |
79,525 |
|
Advisor Group Holdings Inc. |
1988 |
- |
2023-12-31 |
74,327 |
$1,692,000 |
-74,604 |
|
RICHARD C YOUNG & CO LTD |
64 |
- |
2023-12-31 |
73,082 |
$1,664,000 |
-428 |
|
US BANCORP |
894 |
- |
2023-12-31 |
71,875 |
$1,637,000 |
-52,303 |
|
FINANCIAL NETWORK |
1092 |
- |
2023-12-31 |
69,016 |
$1,571,000 |
-5,027 |
|
Apeiron RIA LLC |
47 |
- |
2024-03-31 |
62,091 |
$1,478,000 |
5,760 |
|
MARBLE HARBOR INVESTMENT COUNSEL LLC |
74 |
- |
2023-12-31 |
62,800 |
$1,430,000 |
0 |
|
MYECFO LLC |
23 |
- |
2024-03-31 |
58,254 |
$1,423,000 |
5,069 |
|
AE Wealth Management LLC |
1055 |
- |
2023-12-31 |
59,221 |
$1,293,000 |
32,958 |
|
Leo Wealth LLC |
127 |
- |
2023-12-31 |
51,127 |
$1,165,000 |
0 |
|
Rockefeller Capital Management L.P. |
1101 |
- |
2023-12-31 |
48,894 |
$1,113,000 |
48,894 |
|
Foundations Investment Advisors LLC |
294 |
*New |
2023-12-31 |
48,690 |
$1,080,000 |
48,690 |
|
BFT FINANCIAL GROUP LLC |
121 |
- |
2023-06-30 |
48,150 |
$1,052,000 |
-180 |
|
MISSION CREEK CAPITAL PARTNERS INC |
106 |
- |
2023-12-31 |
45,523 |
$1,037,000 |
-255 |
|
Walleye Trading Advisors LLC |
804 |
- |
2023-12-31 |
44,659 |
$1,017,000 |
44,659 |
|
BOS Asset Management LLC |
46 |
- |
2023-12-31 |
31,433 |
$716,000 |
-20,750 |
|
Vontobel Holding Ltd. |
764 |
- |
2023-12-31 |
30,700 |
$699,000 |
-1,500 |
|
NORTHERN TRUST CORP |
3428 |
- |
2023-12-31 |
30,550 |
$696,000 |
387 |
|
Baird Financial Group Inc. |
1267 |
- |
2023-12-31 |
29,014 |
$661,000 |
665 |
|
Legacy Wealth Asset Management LLC |
163 |
- |
2024-03-31 |
27,551 |
$656,000 |
-5,780 |
|
Global Assets Advisory LLC |
299 |
*New |
2024-03-31 |
14,944 |
$625,000 |
14,944 |
|
Security National Bank |
70 |
- |
2024-03-31 |
26,141 |
$622,000 |
0 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
228 |
*New |
2024-03-31 |
26,095 |
$621,000 |
26,095 |
|
FLOW TRADERS U.S. LLC |
444 |
- |
2023-12-31 |
26,502 |
$603,000 |
-7,717 |
|
IFG Advisory LLC |
332 |
- |
2023-12-31 |
26,300 |
$599,000 |
1,725 |
|
HARBOUR INVESTMENT MANAGEMENT LLC |
58 |
- |
2023-12-31 |
26,000 |
$592,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
573 |
- |
2023-12-31 |
26,007 |
$592,000 |
0 |
|
Acorn Wealth Advisors LLC |
73 |
- |
2024-03-31 |
24,407 |
$581,000 |
-245 |
|
Atria Wealth Solutions Inc. |
1124 |
- |
2023-12-31 |
25,261 |
$575,000 |
0 |
|
Retirement Group LLC |
62 |
- |
2023-12-31 |
24,310 |
$554,000 |
0 |
|
Summit Trail Advisors LLC |
327 |
- |
2024-03-31 |
22,183 |
$528,000 |
0 |
|
M&T BANK CORP |
1121 |
- |
2023-12-31 |
22,600 |
$515,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3044 |
- |
2024-03-31 |
20,028 |
$477,000 |
-622 |
|
Balanced Rock Investment Advisor |
59 |
- |
2023-12-31 |
20,940 |
$477,000 |
0 |
|
Inspire Advisors LLC |
193 |
- |
2023-12-31 |
20,824 |
$474,000 |
9,786 |
|
Bristlecone Advisors LLC |
190 |
- |
2024-03-31 |
19,869 |
$473,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1615 |
- |
2024-03-31 |
19,499 |
$464,000 |
2,961 |
|
ADVISORY SERVICES NETWORK, LLC |
941 |
- |
2023-12-31 |
19,533 |
$445,000 |
-3,119 |
|
Betterment LLC |
236 |
- |
2023-12-31 |
19,447 |
$443,000 |
363 |
|
SHEETS SMITH & ASSOCIATES INC |
215 |
- |
2023-09-30 |
20,726 |
$441,000 |
0 |
|
Cetera Investment Advisers |
1552 |
- |
2023-12-31 |
19,111 |
$435,000 |
-13,057 |
|
H D Vest Advisory Services |
1062 |
- |
2023-12-31 |
18,537 |
$422,000 |
-3,591 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
484 |
- |
2023-12-31 |
18,500 |
$421,000 |
0 |
|
Orion Portfolio Solutions LLC |
1271 |
- |
2023-12-31 |
19,001 |
$420,000 |
-1,787 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
18,393 |
$419,000 |
0 |
|
WT Wealth Management |
82 |
- |
2023-12-31 |
18,303 |
$417,000 |
-5,427 |
|
Lumature Wealth Partners LLC |
79 |
- |
2023-06-30 |
18,836 |
$412,000 |
-22 |
|
PRINCIPAL SECURITIES INC. |
691 |
- |
2023-12-31 |
17,351 |
$395,000 |
0 |
|
DENVER WEALTH MANAGEMENT INC. |
58 |
*New |
2024-03-31 |
15,061 |
$359,000 |
15,061 |
|
Mutual Advisors LLC |
763 |
- |
2023-12-31 |
15,240 |
$347,000 |
577 |
|
Jacobsen Capital Management |
53 |
- |
2024-03-31 |
14,244 |
$339,000 |
0 |
|
SPROTT INC. |
108 |
- |
2023-12-31 |
14,763 |
$336,000 |
0 |
|
PFG FINANCIAL ADVISORS |
205 |
- |
2024-03-31 |
12,986 |
$309,000 |
230 |
|
Stratos Wealth Partners LTD. |
1077 |
- |
2024-03-31 |
12,694 |
$302,000 |
-556 |
|
YALE CAPITAL CORP |
373 |
- |
2023-12-31 |
12,950 |
$295,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1482 |
- |
2023-12-31 |
11,755 |
$268,000 |
-2,529 |
|
Private Advisor Group LLC |
1851 |
- |
2023-12-31 |
11,665 |
$266,000 |
-7,588 |
|
TBH Global Asset Management LLC |
213 |
- |
2023-12-31 |
11,455 |
$261,000 |
11,455 |
|
Cyndeo Wealth Partners LLC |
347 |
- |
2024-03-31 |
10,277 |
$245,000 |
-16,805 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1028 |
*New |
2023-12-31 |
10,606 |
$241,000 |
10,606 |
|
RSM US WEALTH MANAGEMENT LLC |
551 |
*New |
2023-12-31 |
10,451 |
$238,000 |
10,451 |
|
Fortis Group Advisors LLC |
118 |
- |
2023-12-31 |
10,233 |
$236,000 |
0 |
|
COLONY GROUP, LLC |
726 |
*New |
2023-12-31 |
10,134 |
$231,000 |
10,134 |
|
Private Portfolio Partners LLC |
236 |
- |
2023-12-31 |
10,093 |
$230,000 |
0 |
|
BSW WEALTH PARTNERS |
262 |
- |
2024-03-31 |
9,412 |
$224,000 |
0 |
|
COLONY GROUP LLC |
711 |
- |
2023-09-30 |
10,264 |
$218,000 |
0 |
|
BDO Wealth Advisors LLC |
251 |
- |
2023-06-30 |
9,870 |
$216,000 |
0 |
|
Hartland & Co. LLC |
441 |
- |
2023-12-31 |
9,448 |
$215,000 |
0 |
|
CREATIVE PLANNING |
2365 |
- |
2023-12-31 |
9,330 |
$212,000 |
-3,618 |
|
Kingsview Wealth Management LLC |
890 |
- |
2023-12-31 |
9,085 |
$207,000 |
-570 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
172 |
*New |
2024-03-31 |
8,641 |
$206,000 |
8,641 |
|
MML INVESTORS SERVICES LLC |
2296 |
- |
2023-12-31 |
8,991 |
$205,000 |
-4,874 |
|
WASHINGTON TRUST CO |
279 |
- |
2024-03-31 |
7,950 |
$189,000 |
0 |
|
|
100 Records found
|
1
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