|
Institutional
Holders
Total
Institutions:
|
0 |
|
Total
shares held :
|
0 |
|
% of shares
held :
|
0% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
0 |
|
% of shares
held change :
|
0% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.25 |
|
Last
Quarter's Ending
Price :
|
$56.14 |
|
Last
Quarter's Average
Price :
|
$52.99 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.32 (8.15%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ALLY FINANCIAL INC. |
4 |
- |
2023-12-31 |
651,000 |
$36,547,000 |
0 |
|
State of Wisconsin - Board of Commissioners of Pub |
4 |
- |
2023-12-31 |
554,938 |
$31,154,000 |
0 |
|
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
107 |
- |
2024-03-31 |
472,385 |
$26,520,000 |
0 |
|
Granby Capital Management LLC |
2 |
- |
2023-12-31 |
258,000 |
$14,484,000 |
0 |
|
AMG NATIONAL TRUST BANK |
47 |
- |
2023-12-31 |
178,657 |
$10,030,000 |
0 |
|
Waypoint Capital Advisors LLC |
|
- |
2023-12-31 |
160,462 |
$9,008,000 |
0 |
|
Balentine LLC |
42 |
- |
2023-12-31 |
112,010 |
$6,288,000 |
0 |
|
HSBC HOLDINGS PLC |
882 |
- |
2023-12-31 |
111,780 |
$6,275,000 |
0 |
|
OPUS INVESTMENT MANAGEMENT INC |
5 |
- |
2023-12-31 |
102,780 |
$5,770,000 |
0 |
|
ZIEGLER CAPITAL MANAGEMENT LLC |
120 |
- |
2023-12-31 |
76,597 |
$4,300,000 |
0 |
|
SAPIENT CAPITAL LLC |
105 |
- |
2024-03-31 |
69,661 |
$4,086,000 |
0 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
773 |
- |
2023-12-31 |
65,800 |
$3,694,000 |
0 |
|
Values Added Financial LLC |
13 |
- |
2024-03-31 |
58,741 |
$3,445,000 |
0 |
|
Elm Partners Management LLC |
30 |
- |
2023-12-31 |
55,912 |
$3,139,000 |
0 |
|
RDL FINANCIAL INC |
21 |
- |
2024-03-31 |
53,957 |
$2,936,000 |
0 |
|
Providence First Trust Co |
22 |
- |
2023-12-31 |
48,539 |
$2,725,000 |
0 |
|
CSM Advisors LLC |
83 |
- |
2023-12-31 |
43,350 |
$2,435,000 |
0 |
|
THOMPSON SIEGEL & WALMSLEY LLC |
237 |
- |
2023-12-31 |
40,348 |
$2,265,000 |
0 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
120 |
- |
2023-12-31 |
37,716 |
$2,117,000 |
0 |
|
LOWE BROCKENBROUGH & CO INC |
120 |
- |
2023-12-31 |
36,570 |
$2,053,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
225 |
- |
2024-03-31 |
34,215 |
$2,007,000 |
0 |
|
Family CFO Inc |
16 |
- |
2024-03-31 |
31,909 |
$1,871,000 |
0 |
|
HALL KATHRYN A. |
30 |
- |
2023-12-31 |
33,250 |
$1,867,000 |
0 |
|
Claar Advisors LLC |
23 |
- |
2023-12-31 |
33,000 |
$1,853,000 |
0 |
|
Klingman & Associates LLC |
62 |
- |
2023-12-31 |
32,788 |
$1,841,000 |
0 |
|
MONOGRAPH WEALTH ADVISORS LLC |
27 |
- |
2023-12-31 |
32,565 |
$1,828,000 |
0 |
|
GRANDFIELD & DODD LLC |
81 |
- |
2023-12-31 |
31,663 |
$1,778,000 |
0 |
|
S&CO INC |
105 |
- |
2023-12-31 |
31,424 |
$1,764,000 |
0 |
|
Summit Trail Advisors LLC |
151 |
- |
2024-03-31 |
28,332 |
$1,662,000 |
0 |
|
MONTECITO BANK & TRUST |
78 |
- |
2024-03-31 |
25,366 |
$1,488,000 |
0 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
59 |
- |
2023-12-31 |
25,586 |
$1,436,000 |
0 |
|
FIRST MERCHANTS CORP |
137 |
- |
2024-03-31 |
24,400 |
$1,431,000 |
0 |
|
DEUTSCHE BANK AG |
1793 |
- |
2023-12-31 |
24,383 |
$1,369,000 |
0 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
306 |
- |
2023-12-31 |
23,050 |
$1,294,000 |
0 |
|
Brand Asset Management Group Inc. |
|
- |
2023-12-31 |
20,859 |
$1,171,000 |
0 |
|
PARTHENON LLC |
67 |
- |
2023-12-31 |
20,515 |
$1,152,000 |
0 |
|
WASHINGTON CAPITAL MANAGEMENT INC |
22 |
- |
2024-03-31 |
19,595 |
$1,149,000 |
0 |
|
Susquehanna Foundation |
3 |
- |
2023-12-31 |
20,250 |
$1,137,000 |
0 |
|
AlphaCore Capital LLC |
93 |
- |
2023-12-31 |
19,907 |
$1,118,000 |
0 |
|
DiMeo Schneider & Associates L.L.C. |
39 |
- |
2023-12-31 |
19,246 |
$1,080,000 |
0 |
|
UMB BANK N A/MO |
318 |
- |
2024-03-31 |
18,138 |
$1,064,000 |
0 |
|
NORRIS PERNE & FRENCH LLP/MI |
70 |
- |
2024-03-31 |
18,072 |
$1,060,000 |
0 |
|
FF AdvisorsLLC |
36 |
- |
2024-03-31 |
16,910 |
$992,000 |
0 |
|
JJJ Advisors Inc. |
45 |
- |
2024-03-31 |
16,654 |
$977,000 |
0 |
|
GOTHAM ASSET MANAGEMENT, LLC |
807 |
- |
2023-12-31 |
17,140 |
$962,000 |
0 |
|
PETREDIS INVESTMENT ADVISORS LLC |
89 |
- |
2024-03-31 |
16,300 |
$956,000 |
0 |
|
GREENWICH WEALTH MANAGEMENT LLC |
108 |
- |
2023-12-31 |
16,969 |
$953,000 |
0 |
|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
153 |
- |
2024-03-31 |
16,534 |
$940,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
79 |
- |
2024-03-31 |
15,872 |
$931,000 |
0 |
|
ECLECTIC ASSOCIATES INC /ADV |
41 |
- |
2024-03-31 |
15,514 |
$910,000 |
0 |
|
Galvin Gaustad & Stein LLC |
97 |
- |
2024-03-31 |
15,098 |
$885,000 |
0 |
|
Forum Financial Management LP |
181 |
- |
2023-12-31 |
15,766 |
$885,000 |
0 |
|
Syverson Strege & Co |
29 |
- |
2023-12-31 |
15,718 |
$882,000 |
0 |
|
Brewster Financial Planning LLC |
9 |
- |
2024-03-31 |
14,832 |
$870,000 |
0 |
|
Summit Financial Strategies Inc. |
58 |
- |
2023-12-31 |
15,446 |
$867,000 |
0 |
|
Ellevest Inc. |
107 |
- |
2023-12-31 |
14,465 |
$812,000 |
0 |
|
PITTENGER & ANDERSON INC |
163 |
- |
2023-12-31 |
13,600 |
$764,000 |
0 |
|
Argent Trust Co |
338 |
- |
2023-12-31 |
13,126 |
$737,000 |
0 |
|
UNION SAVINGS BANK |
57 |
- |
2023-12-31 |
13,085 |
$734,000 |
0 |
|
FACTORY MUTUAL INSURANCE CO |
168 |
- |
2024-03-31 |
12,000 |
$704,000 |
0 |
|
Forza Wealth Management LLC |
76 |
- |
2024-03-31 |
11,820 |
$693,000 |
0 |
|
Operose Advisors LLC |
42 |
- |
2023-12-31 |
12,249 |
$688,000 |
0 |
|
Skyline Advisors Inc. |
36 |
- |
2024-03-31 |
11,406 |
$669,000 |
0 |
|
Sentry LLC |
57 |
- |
2024-03-31 |
10,870 |
$638,000 |
0 |
|
BARCLAYS PLC |
2787 |
- |
2023-12-31 |
11,135 |
$625,000 |
0 |
|
Old North State Trust LLC |
50 |
- |
2023-09-30 |
12,041 |
$625,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
154 |
- |
2023-09-30 |
11,755 |
$610,000 |
0 |
|
Ropes Wealth Advisors LLC |
141 |
- |
2023-09-30 |
11,296 |
$586,000 |
0 |
|
FORTE CAPITAL LLC /ADV |
132 |
- |
2023-12-31 |
10,400 |
$584,000 |
0 |
|
JFS WEALTH ADVISORS, LLC |
138 |
- |
2023-12-31 |
10,355 |
$581,000 |
0 |
|
TCI Wealth Advisors Inc. |
103 |
- |
2023-12-31 |
10,137 |
$569,000 |
0 |
|
U.S. Capital Wealth Advisors LLC |
435 |
- |
2023-12-31 |
9,737 |
$547,000 |
0 |
|
Investment Research & Advisory Group Inc. |
50 |
- |
2024-03-31 |
9,255 |
$543,000 |
0 |
|
CASCADE INVESTMENT GROUP INC. |
61 |
- |
2023-12-31 |
8,962 |
$503,000 |
0 |
|
FRG Family Wealth Advisors LLC |
101 |
- |
2023-12-31 |
8,894 |
$499,000 |
0 |
|
EagleClaw Capital Managment LLC |
101 |
- |
2023-12-31 |
8,700 |
$488,000 |
0 |
|
AMERICAN INVESTMENT SERVICES INC. |
103 |
- |
2023-12-31 |
8,635 |
$485,000 |
0 |
|
Bouchey Financial Group Ltd |
78 |
- |
2024-03-31 |
8,228 |
$483,000 |
0 |
|
NEUBERGER BERMAN GROUP LLC |
1487 |
- |
2023-12-31 |
8,430 |
$473,000 |
0 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
210 |
- |
2023-12-31 |
8,280 |
$465,000 |
0 |
|
ANGELES WEALTH MANAGEMENT LLC |
119 |
- |
2023-12-31 |
8,027 |
$451,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
109 |
- |
2024-03-31 |
8,016 |
$450,000 |
0 |
|
HALL LAURIE J TRUSTEE |
80 |
- |
2024-03-31 |
7,646 |
$448,000 |
0 |
|
Snowden Capital Advisors LLC |
733 |
- |
2023-12-31 |
7,963 |
$447,000 |
0 |
|
Banco Santander S.A. |
348 |
- |
2023-12-31 |
7,908 |
$444,000 |
0 |
|
LEE MUNDER CAPITAL GROUP, LLC |
266 |
- |
2023-12-31 |
7,850 |
$441,000 |
0 |
|
Sailer Financial LLC |
39 |
- |
2023-12-31 |
7,850 |
$441,000 |
0 |
|
Pine Haven Investment Counsel Inc |
66 |
- |
2024-03-31 |
7,463 |
$438,000 |
0 |
|
NIA IMPACT ADVISORS LLC |
44 |
- |
2023-06-30 |
7,896 |
$433,000 |
0 |
|
J. W. Coons Advisors LLC |
160 |
- |
2023-12-31 |
7,060 |
$396,000 |
0 |
|
Bradley & Co. Private Wealth Management LLC |
25 |
- |
2023-12-31 |
6,763 |
$380,000 |
0 |
|
Financial Partners Group LLC |
77 |
- |
2024-03-31 |
6,320 |
$371,000 |
0 |
|
TELEMUS CAPITAL LLC |
263 |
- |
2023-12-31 |
6,515 |
$366,000 |
0 |
|
NorthLanding Financial Partners LLC |
30 |
- |
2023-12-31 |
6,520 |
$366,000 |
0 |
|
Argent Advisors Inc. |
106 |
- |
2023-12-31 |
6,500 |
$365,000 |
0 |
|
LMG Wealth Partners LLC |
|
- |
2023-12-31 |
6,509 |
$365,000 |
0 |
|
WADDELL & ASSOCIATES LLC |
98 |
- |
2023-12-31 |
6,400 |
$359,000 |
0 |
|
AJ WEALTH STRATEGIES LLC |
217 |
- |
2023-06-30 |
6,563 |
$357,000 |
0 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
48 |
- |
2023-12-31 |
6,311 |
$354,000 |
0 |
|
McGlone Suttner Wealth Management Inc. |
115 |
- |
2024-03-31 |
5,891 |
$346,000 |
0 |
|
|
100 Records found
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