| |
Institutional
Holders
Total
Institutions:
 |
170  10 |
|
|
Total
shares held :
|
17,161,728 |
|
|
% of shares
held :
|
39.62% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
|
Amount
of shares held :
|
426,638 |
|
|
% of shares
held change :
|
 0.98% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.30 |
|
|
Last
Quarter's Ending
Price :
|
$21.24 |
|
|
Last
Quarter's Average
Price :
|
$20.44 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.67 (13.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Paralel Advisors LLC |
11 |
- |
2023-12-31 |
2,750,000 |
$58,410,000 |
0 |
|
| Sargent Investment Group LLC |
66 |
- |
2023-12-31 |
66,213 |
$1,406,000 |
0 |
|
| Cyndeo Wealth Partners LLC |
195 |
- |
2024-03-31 |
44,001 |
$1,037,000 |
0 |
|
| TrinityPoint Wealth LLC |
176 |
- |
2023-12-31 |
27,790 |
$590,000 |
0 |
|
| Investment Partners Asset Management Inc. |
66 |
- |
2024-03-31 |
21,853 |
$515,000 |
0 |
|
| Tyche Wealth Partners LLC |
139 |
- |
2024-03-31 |
20,670 |
$487,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
960 |
- |
2024-03-31 |
13,124 |
$309,000 |
0 |
|
| Community Bank of Raymore |
75 |
- |
2024-03-31 |
12,910 |
$304,000 |
0 |
|
| PEKIN SINGER STRAUSS ASSET MANAGEMENT |
247 |
- |
2023-12-31 |
14,125 |
$300,000 |
0 |
|
| Live Oak Private Wealth LLC |
141 |
- |
2024-03-31 |
12,075 |
$285,000 |
0 |
|
| WealthBridge Capital Management LLC |
148 |
- |
2023-12-31 |
11,502 |
$244,000 |
0 |
|
| Advisor OS LLC |
298 |
- |
2023-12-31 |
11,127 |
$236,000 |
0 |
|
| Financial Advisory Service Inc. |
|
- |
2023-12-31 |
10,199 |
$217,000 |
0 |
|
| FIFTH THIRD BANCORP |
964 |
- |
2024-03-31 |
8,818 |
$208,000 |
0 |
|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
463 |
- |
2023-12-31 |
6,216 |
$132,000 |
0 |
|
| ZBN.A. |
347 |
- |
2023-12-31 |
6,000 |
$127,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
333 |
- |
2024-03-31 |
2,704 |
$64,000 |
0 |
|
| CITIGROUP INC |
3524 |
- |
2023-12-31 |
2,584 |
$55,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
146 |
- |
2024-03-31 |
2,293 |
$54,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
567 |
- |
2024-03-31 |
2,272 |
$54,000 |
0 |
|
| Farther Finance Advisors LLC |
1093 |
- |
2023-12-31 |
2,025 |
$43,000 |
0 |
|
| WHITTIER TRUST CO |
1005 |
- |
2023-12-31 |
1,500 |
$32,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1049 |
- |
2023-12-31 |
1,245 |
$26,000 |
0 |
|
| Venturi Wealth Management LLC |
655 |
- |
2024-03-31 |
1,100 |
$26,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
1,200 |
$25,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
556 |
- |
2023-12-31 |
1,076 |
$23,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
433 |
- |
2023-12-31 |
982 |
$21,000 |
0 |
|
| Piscataqua Savings Bank |
234 |
- |
2024-03-31 |
829 |
$20,000 |
0 |
|
| Lowe fs LLC |
167 |
- |
2024-03-31 |
808 |
$19,000 |
0 |
|
| IFP Advisors Inc |
1956 |
- |
2023-12-31 |
800 |
$17,000 |
0 |
|
| OLD SECOND NATIONAL BANK OF AURORA |
263 |
- |
2023-12-31 |
755 |
$16,000 |
0 |
|
| Retirement Group LLC |
416 |
- |
2023-12-31 |
545 |
$12,000 |
0 |
|
| Salomon & Ludwin LLC |
526 |
- |
2023-12-31 |
400 |
$8,000 |
0 |
|
| Sound Income Strategies LLC |
826 |
- |
2024-03-31 |
295 |
$7,000 |
0 |
|
| Parallel Advisors LLC |
2422 |
- |
2023-12-31 |
319 |
$7,000 |
0 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
267 |
$6,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
539 |
- |
2023-06-30 |
255 |
$6,000 |
0 |
|
| First PREMIER Bank |
371 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
| Westside Investment Management Inc. |
693 |
- |
2024-03-31 |
225 |
$5,000 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
531 |
- |
2023-12-31 |
200 |
$4,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
823 |
- |
2022-12-31 |
160 |
$4,000 |
0 |
|
| FIRST MANHATTAN CO |
1230 |
- |
2023-12-31 |
204 |
$4,000 |
0 |
|
| Mascoma Wealth Management LLC |
|
- |
2023-12-31 |
147 |
$3,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
1109 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
1232 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| Scarborough Advisors LLC |
694 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
8664 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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