|
Institutional
Holders
Total
Institutions:
|
18 2 |
|
Total
shares held :
|
1,148,708 |
|
% of shares
held :
|
12.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-1,076,230 |
|
% of shares
held change :
|
-11.96% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NEVILLE RODIE & SHAW INC |
33 |
- |
2024-03-31 |
611,408 |
$11,598,000 |
-7,416 |
|
CARRET ASSET MANAGEMENT |
93 |
- |
2024-03-31 |
107,416 |
$2,038,000 |
58 |
|
GOFEN & GLOSSBERG LLC /IL/ |
185 |
- |
2022-12-31 |
166,545 |
$2,014,000 |
3,748 |
|
Williams Jones Wealth Management LLC. |
199 |
- |
2024-03-31 |
97,863 |
$1,856,000 |
-1,200 |
|
FULTON BANK, N.A. |
219 |
- |
2024-03-31 |
55,845 |
$1,059,000 |
0 |
|
GUNN & Co INVESTMENT MANAGEMENT INC. |
34 |
- |
2024-03-31 |
47,541 |
$902,000 |
47,541 |
|
Cable Hill Partners LLC |
36 |
- |
2024-03-31 |
54,012 |
$874,000 |
0 |
|
WALLINGTON ASSET MANAGEMENT LLC |
48 |
- |
2024-03-31 |
39,653 |
$752,000 |
0 |
|
MOTCO |
150 |
- |
2024-03-31 |
37,987 |
$721,000 |
19 |
|
SILVERCREST ASSET MANAGEMENT GROUP LLC |
645 |
*New |
2024-03-31 |
36,179 |
$686,000 |
36,179 |
|
NORTHSTAR ASSET MANAGEMENT LLC |
103 |
- |
2024-03-31 |
20,361 |
$386,000 |
4 |
|
L & S ADVISORS INC |
194 |
- |
2024-03-31 |
16,374 |
$311,000 |
-1,043 |
|
MOODY LYNN & CO/ |
200 |
- |
2024-03-31 |
13,649 |
$259,000 |
0 |
|
SEQUENT ASSET MANAGEMENT, LLC |
61 |
- |
2024-03-31 |
13,528 |
$257,000 |
-834 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
331 |
*New |
2024-03-31 |
11,756 |
$223,000 |
11,756 |
|
NORTH STAR ASSET MANAGEMENT INC |
284 |
- |
2024-03-31 |
11,240 |
$213,000 |
0 |
|
Garde Capital Inc. |
198 |
- |
2024-03-31 |
10,207 |
$193,000 |
0 |
|
Coston McIsaac & Partners |
161 |
- |
2024-03-31 |
4,314 |
$81,000 |
3 |
|
Game Plan Financial Advisors LLC |
239 |
- |
2024-03-31 |
288 |
$5,000 |
0 |
|
Livelsberger Financial Advisory |
35 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,857 |
|
ORG Partners LLC |
590 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,372 |
|
RIVERBRIDGE PARTNERS LLC |
192 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,922 |
|
Trivant Custom Portfolio Group LLC |
196 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,903 |
|
Main Street Group LTD |
798 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,842 |
|
Ethos Financial Group LLC |
246 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,610 |
|
|
25 Records found
|
1
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