|
Institutional
Holders
Total
Institutions:
|
85 3 |
|
Total
shares held :
|
1,787,589 |
|
% of shares
held :
|
1.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-258,397 |
|
% of shares
held change :
|
-0.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$38.62 |
|
Last
Quarter's Ending
Price :
|
$41.26 |
|
Last
Quarter's Average
Price :
|
$39.17 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.42 (26.6%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COLDSTREAM CAPITAL MANAGEMENT INC |
88 |
- |
2024-03-31 |
127,161 |
$6,447,000 |
-20,077 |
|
New England Private Wealth Advisors LLC |
30 |
- |
2024-03-31 |
115,546 |
$5,841,000 |
-80,456 |
|
Advisor Group Holdings Inc. |
974 |
- |
2024-03-31 |
108,135 |
$5,482,000 |
-11,999 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1553 |
- |
2024-03-31 |
53,459 |
$2,710,000 |
-1,168 |
|
BANK OF AMERICA CORP /DE/ |
3450 |
- |
2024-03-31 |
51,196 |
$2,596,000 |
-1,506 |
|
WELLS FARGO & CO/MN |
2495 |
- |
2024-03-31 |
44,091 |
$2,235,000 |
-3,280 |
|
EisnerAmper Wealth Management Corporate Benefits L |
31 |
- |
2023-12-31 |
50,732 |
$2,093,000 |
-5,908 |
|
ROYAL BANK OF CANADA |
2591 |
- |
2024-03-31 |
35,144 |
$1,782,000 |
-115 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2021 |
- |
2024-03-31 |
20,480 |
$1,038,000 |
-1,142 |
|
HIGHTOWER ADVISORS, LLC |
1802 |
- |
2024-03-31 |
18,781 |
$951,000 |
-3,157 |
|
MERCER GLOBAL ADVISORS INC /ADV |
982 |
- |
2024-03-31 |
18,682 |
$947,000 |
-3,604 |
|
Connecticut Wealth Management LLC |
195 |
- |
2024-03-31 |
12,300 |
$624,000 |
-3,063 |
|
AMERIPRISE FINANCIAL INC |
3464 |
- |
2024-03-31 |
6,644 |
$337,000 |
-157 |
|
GOLDMAN SACHS GROUP INC/ |
4173 |
- |
2024-03-31 |
4,885 |
$248,000 |
-6,090 |
|
Princeton Global Asset Management LLC |
174 |
- |
2024-03-31 |
2,980 |
$151,000 |
-2,520 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
217 |
- |
2023-12-31 |
1,305 |
$54,000 |
-160 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
273 |
- |
2023-06-30 |
126 |
$25,000 |
-5 |
|
|
17 Records found
|
1
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