| |
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 :
|
|
|
 6.06 (27.22%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  US BANCORP |
896 |
- |
2024-03-31 |
71,875 |
$1,711,000 |
0 |
|
| MARBLE HARBOR INVESTMENT COUNSEL LLC |
74 |
- |
2024-03-31 |
62,800 |
$1,495,000 |
0 |
|
| Security National Bank |
70 |
- |
2024-03-31 |
26,141 |
$622,000 |
0 |
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
59 |
- |
2024-03-31 |
26,000 |
$619,000 |
0 |
|
| SYNOVUS FINANCIAL CORP |
573 |
- |
2023-12-31 |
26,007 |
$592,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1124 |
- |
2023-12-31 |
25,261 |
$575,000 |
0 |
|
| M&T BANK CORP |
1117 |
- |
2024-03-31 |
22,600 |
$538,000 |
0 |
|
| Summit Trail Advisors LLC |
327 |
- |
2024-03-31 |
22,183 |
$528,000 |
0 |
|
| Bristlecone Advisors LLC |
190 |
- |
2024-03-31 |
19,869 |
$473,000 |
0 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
499 |
- |
2024-03-31 |
18,500 |
$440,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
18,393 |
$419,000 |
0 |
|
| Jacobsen Capital Management |
53 |
- |
2024-03-31 |
14,244 |
$339,000 |
0 |
|
| SPROTT INC. |
108 |
- |
2023-12-31 |
14,763 |
$336,000 |
0 |
|
| TBH Global Asset Management LLC |
224 |
- |
2024-03-31 |
11,455 |
$273,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
579 |
- |
2024-03-31 |
10,451 |
$249,000 |
0 |
|
| Private Portfolio Partners LLC |
244 |
- |
2024-03-31 |
10,093 |
$240,000 |
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 |
|
| WASHINGTON TRUST CO |
279 |
- |
2024-03-31 |
7,950 |
$189,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2316 |
- |
2024-03-31 |
6,882 |
$164,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
238 |
- |
2024-03-31 |
5,180 |
$123,000 |
0 |
|
| Sachetta LLC |
207 |
- |
2024-03-31 |
3,500 |
$80,000 |
0 |
|
| Laurel Wealth Advisors LLC |
297 |
- |
2023-12-31 |
1,740 |
$40,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
523 |
- |
2024-03-31 |
1,666 |
$40,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
416 |
- |
2024-03-31 |
1,422 |
$34,000 |
0 |
|
| Spire Wealth Management |
1373 |
- |
2024-03-31 |
1,284 |
$31,000 |
0 |
|
| S.A. Mason LLC |
273 |
- |
2024-03-31 |
1,155 |
$28,000 |
0 |
|
| CITY HOLDING CO |
374 |
- |
2024-03-31 |
875 |
$21,000 |
0 |
|
| SRS Capital Advisors Inc. |
659 |
- |
2023-12-31 |
821 |
$19,000 |
0 |
|
| Larson Financial Group LLC |
923 |
- |
2024-03-31 |
715 |
$17,000 |
0 |
|
| Castleview Partners LLC |
489 |
- |
2024-03-31 |
682 |
$16,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1943 |
- |
2024-03-31 |
601 |
$14,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
260 |
- |
2024-03-31 |
617 |
$14,000 |
0 |
|
| Carmichael Hill & Associates Inc. |
451 |
- |
2024-03-31 |
550 |
$13,000 |
0 |
|
| HORRELL CAPITAL MANAGEMENT INC |
167 |
- |
2024-03-31 |
500 |
$12,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
383 |
- |
2023-12-31 |
500 |
$11,000 |
0 |
|
| Spectrum Wealth Counsel LLC |
281 |
- |
2024-03-31 |
454 |
$11,000 |
0 |
|
| PFS Partners LLC |
292 |
- |
2024-03-31 |
372 |
$9,000 |
0 |
|
| VOISARD ASSET MANAGEMENT GROUP INC. |
274 |
- |
2024-03-31 |
192 |
$5,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2131 |
- |
2023-12-31 |
200 |
$5,000 |
0 |
|
| FTB Advisors Inc. |
1828 |
- |
2024-03-31 |
217 |
$5,000 |
0 |
|
| FinTrust Capital Advisors LLC |
971 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
1902 |
- |
2024-03-31 |
150 |
$4,000 |
0 |
|
| VALLEY NATIONAL ADVISERS INC |
793 |
- |
2024-03-31 |
173 |
$4,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
673 |
- |
2024-03-31 |
150 |
$4,000 |
0 |
|
| St. Johns Investment Management Company LLC |
185 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
940 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
| TCTC HOLDINGS, LLC |
517 |
- |
2024-03-31 |
56 |
$1,000 |
0 |
|
| Activest Wealth Management |
391 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
51 Records found
|
1
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