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Institutional Ownership

Top 136 Institutional Holders
HolderSharesDateChange% Held
Krilogy Financial LLC2.62MJun 30, 26+169.86K10.72%
UBS Group AG976.16KJun 30, 26-19.55K4.00%
MORGAN STANLEY885.35KJun 30, 26+36.37K3.63%
CONFLUENCE INVESTMENT MANAGEMENT LLC735.85KJun 30, 26-68.25K3.01%
RAYMOND JAMES FINANCIAL INC532.80KJun 30, 26+5.58K2.18%
D.A. DAVIDSON & CO.463.11KJun 30, 26+41.33K1.90%
TRUIST FINANCIAL CORP449.65KJun 30, 26+75.97K1.84%
TITLEIST ASSET MANAGEMENT, LLC439.39KJun 30, 26+347.73K1.80%
Probity Advisors, Inc.434.42KJun 30, 26+115.48K1.78%
ENVESTNET ASSET MANAGEMENT INC394.28KJun 30, 26+41.46K1.61%
Legacy Private Trust Co.376.16KJun 30, 26+36.08K1.54%
Snowden Capital Advisors LLC374.41KJun 30, 26+5.22K1.53%
WELLS FARGO & COMPANY/MN362.73KJun 30, 26+11.66K1.49%
UNITED CAPITAL FINANCIAL ADVISERS, LLC345.78KJun 30, 26+41.37K1.42%
AMERIPRISE FINANCIAL INC328.09KJun 30, 26+45.33K1.34%
Janney Montgomery Scott LLC312.53KJun 30, 26-238.88K1.28%
HighTower Advisors, LLC300.78KJun 30, 26+20.84K1.23%
Atlantic Private Wealth, LLC293.99KJun 30, 26+59.36K1.20%
MERCER GLOBAL ADVISORS INC /ADV220.62KJun 30, 26+21.55K0.90%
Asset Dedication, LLC220.16KJun 30, 26+31.14K0.90%
Stockman Wealth Management, Inc.218.59KJun 30, 26+17.97K0.90%
Yoder Wealth Management, Inc.216.81KJun 30, 26+61.48K0.89%
BANK OF AMERICA CORP /DE/203.43KJun 30, 26+15.45K0.83%
ROYAL BANK OF CANADA183.32KJun 30, 26+38.05K0.75%
Accretive Wealth Partners, LLC182.88KJun 30, 26+35.12K0.75%
PARK AVENUE SECURITIES LLC177.91KJun 30, 26+10.20K0.73%
Parallel Advisors, LLC177.59KJun 30, 26+14.71K0.73%
LPL Financial LLC169.36KJun 30, 26-13.40K0.69%
JAMES INVESTMENT RESEARCH INC164.19KJun 30, 26+8.39K0.67%
NewEdge Advisors, LLC157.95KJun 30, 26-2.16K0.65%
Cambridge Investment Research Advisors, Inc.156.40KJun 30, 26+30.53K0.64%
THOROUGHBRED FINANCIAL SERVICES, LLC125.11KJun 30, 26+16.51K0.51%
GOLDMAN SACHS GROUP INC121.45KJun 30, 26+37.91K0.50%
STIFEL FINANCIAL CORP119.25KJun 30, 26-8.96K0.49%
CENTRAL TRUST Co118.22KJun 30, 26+11.72K0.48%
BOSTON FAMILY OFFICE LLC81.79KJun 30, 26+7.11K0.33%
Cetera Investment Advisers66.53KJun 30, 26-11.96K0.27%
Private Advisor Group, LLC54.95KJun 30, 26+5.57K0.22%
Cushing Capital Partners, LLC53.93KJun 30, 26+6.81K0.22%
IFP Advisors, Inc53.02KJun 30, 26+6.90K0.22%
Visionary Wealth Advisors52.95KJun 30, 26+7.25K0.22%
VERUS CAPITAL PARTNERS, LLC49.45KJun 30, 26+2.80K0.20%
FIRST NATIONAL BANK OF OMAHA47.92KJun 30, 26-2.50K0.20%
Integrated Wealth Concepts LLC46.84KJun 30, 26+16.18K0.19%
Reliant Wealth Planning40.75KJun 30, 26--0.17%
COMMONWEALTH EQUITY SERVICES, LLC35.97KJun 30, 26+220.15%
BENJAMIN EDWARDS INC31.92KJun 30, 26+9780.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30.15KJun 30, 26+7.68K0.12%
CAPTRUST FINANCIAL ADVISORS29.54KJun 30, 26+170.12%
L2 Asset Management, LLC29.15KJun 30, 26+1.29K0.12%
Financial Engines Advisors L.L.C.27.23KJun 30, 26+5680.11%
LEAVELL INVESTMENT MANAGEMENT, INC.26.98KJun 30, 26+3.12K0.11%
Kestra Advisory Services, LLC26.74KJun 30, 26--0.11%
4WEALTH ADVISORS, INC.26.39KJun 30, 26+2.06K0.11%
AQR CAPITAL MANAGEMENT LLC26.23KJun 30, 26+7.28K0.11%
Modern Wealth Management, LLC23.98KJun 30, 26+23.98K0.10%
JANE STREET GROUP, LLC23.19KJun 30, 26-29.18K0.09%
MML INVESTORS SERVICES, LLC22.69KJun 30, 26+3.91K0.09%
ASSOCIATED BANC-CORP22.67KJun 30, 26-1.27K0.09%
HEADINVEST, LLC20.60KJun 30, 26-1770.08%
MOULTON WEALTH MANAGEMENT, INC20.40KJun 30, 26+8.51K0.08%
Jacobi Capital Management LLC17.57KJun 30, 26+1180.07%
Belpointe Asset Management LLC16.70KJun 30, 26+16.70K0.07%
ADVISOR GROUP HOLDINGS, INC.16.39KJun 30, 26+2.79K0.07%
Kestra Investment Management, LLC15.82KJun 30, 26+8480.06%
Brookstone Capital Management15.48KJun 30, 26+490.06%
Hyposwiss Advisors SA15.19KJun 30, 26--0.06%
Guidance Point Advisors, LLC15.12KJun 30, 26+5060.06%
Single Point Partners, LLC14.59KJun 30, 26+14.59K0.06%
CARY STREET PARTNERS FINANCIAL LLC14.21KJun 30, 26-4050.06%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.10KJun 30, 26-2660.06%
Greater Midwest Financial Group, LLC13.48KJun 30, 26--0.06%
Vestmark Advisory Solutions, Inc.11.93KJun 30, 26+11.93K0.05%
Great Diamond Partners, LLC11.85KJun 30, 26+11.85K0.05%
Lido Advisors, LLC11.72KJun 30, 26+1.70K0.05%
Strait & Sound Wealth Management LLC11.70KJun 30, 26+2.15K0.05%
Compass Ion Advisors, LLC11.20KJun 30, 26--0.05%
SIGNATUREFD, LLC11.01KJun 30, 26+2.20K0.05%
JIM SAULNIER & ASSOCIATES, LLC10.92KJun 30, 26+1.31K0.04%
Old Mission Investment Co LLC10.48KJun 30, 26+10.48K0.04%
MONECO Advisors, LLC10.22KJun 30, 26+10.22K0.04%
Gladstone Institutional Advisory LLC10.13KJun 30, 26-1.34K0.04%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10.07KJun 30, 26--0.04%
COLDSTREAM CAPITAL MANAGEMENT INC9.15KJun 30, 26-9970.04%
Physician Wealth Advisors, Inc.8.08KJun 30, 26+3.61K0.03%
Atlantic Union Bankshares Corp6.73KJun 30, 26--0.03%
JPL Wealth Management, LLC6.65KJun 30, 26--0.03%
MATHER GROUP, LLC.3.79KJun 30, 26+3.79K0.02%
FIDUCIARY FINANCIAL ADVISORS3.69KJun 30, 26+3.69K0.02%
CNB Bank3.60KJun 30, 26+1730.01%
FIFTH THIRD BANCORP2.78KJun 30, 26+50.01%
FMR LLC2.75KJun 30, 26+2.75K0.01%
US BANCORP \DE\2.63KJun 30, 26+8900.01%
Clearstead Trust, LLC1.95KJun 30, 26--0.01%
HARBOUR INVESTMENTS, INC.1.93KJun 30, 26+1510.01%
Bogart Wealth, LLC1.77KJun 30, 26--0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.30KJun 30, 26--0.01%
Crews Bank & Trust1.10KJun 30, 26--0.00%
Federation des caisses Desjardins du Quebec900Jun 30, 26--0.00%
Bank of New Hampshire800Jun 30, 26--0.00%
First PREMIER Bank667Jun 30, 26--0.00%
LOGAN CAPITAL MANAGEMENT INC609Jun 30, 26+6090.00%
BANK OF MONTREAL /CAN/555Jun 30, 26+5550.00%
NBH Bank249Jun 30, 26+2490.00%
Parkside Financial Bank & Trust202Jun 30, 26--0.00%
HRT FINANCIAL LP--Jun 30, 26-8.83K--
Keeler THomas Management LLC--Jun 30, 26-12.76K--
CITADEL ADVISORS LLC--Jun 30, 26-192.88K--
MBA Advisors LLC--Jun 30, 26-12.03K--
Advisory Services Network, LLC--Jun 30, 26-1.51K--
Intentional Wealth Strategies, LLC--Jun 30, 26-616--
Noble Wealth Management PBC--Jun 30, 26-1.50K--
Root Financial Partners, LLC--Jun 30, 26-299--
Tower Research Capital LLC (TRC)--Jun 30, 26-83.12K--
Allworth Financial LP--Jun 30, 26-907--
HAZLETT, BURT & WATSON, INC.--Jun 30, 26-173--
Sanctuary Advisors, LLC--Jun 30, 26-96.82K--
STAR Financial Bank--Jun 30, 26-9.00K--
Parcion Private Wealth LLC--Jun 30, 26-893.91K--
EVEXIA WEALTH LLC--Jun 30, 26-28.26K--
Clayton Financial Group LLC--Jun 30, 26-5.76K--
HARMONY ASSET MANAGEMENT LLC--Jun 30, 26-38.53K--
CWM, LLC53.03KMar 31, 26+7810.22%
Leo Wealth, LLC17.23KMar 31, 26+960.07%
Jaffetilchin Investment Partners, LLC12.05KMar 31, 26+740.05%
McIlrath & Eck, LLC3.16KMar 31, 26+3.16K0.01%
Cherry Tree Wealth Management, LLC2.37KMar 31, 26--0.01%
Bank of Jackson Hole Trust249Mar 31, 26--0.00%
COMERICA BANK1.38KDec 31, 25-8150.01%
COUNTRY CLUB BANK /GFN73.78KSep 30, 25-2.51K0.30%
AllSquare Wealth Management LLC15.67KSep 30, 25+1.21K0.06%
Spectrum Wealth Counsel, LLC2.18KMar 31, 25--0.01%
RAYMOND JAMES & ASSOCIATES371.19KSep 30, 24+20.94K1.52%
FinTrust Capital Advisors, LLC4.65KSep 30, 24--0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.84Jun 30, 24+840.00%
First National Bank of South Miami--Jun 30, 23-517--

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.