|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
7,236,237 |
|
% of shares
held :
|
32.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
40,691 |
|
% of shares
held change :
|
0.18% |
|
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 |
PATHSTONE FAMILY OFFICE, LLC |
371 |
- |
2023-09-30 |
2,205,377 |
$3,176,000 |
0 |
|
AMERICAN FINANCIAL GROUP INC |
55 |
- |
2024-03-31 |
205,000 |
$373,000 |
0 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
189 |
- |
2024-03-31 |
55,395 |
$101,000 |
0 |
|
FCA CORP /TX |
172 |
- |
2024-03-31 |
51,471 |
$94,000 |
0 |
|
STATE STREET CORP |
3853 |
- |
2024-03-31 |
50,750 |
$92,000 |
0 |
|
CASTLE WEALTH MANAGEMENT LLC |
117 |
- |
2024-03-31 |
43,380 |
$79,000 |
0 |
|
Northeast Financial Consultants Inc |
286 |
- |
2024-03-31 |
24,500 |
$45,000 |
0 |
|
BANGOR SAVINGS BANK |
301 |
- |
2024-03-31 |
24,019 |
$44,000 |
0 |
|
Baird Financial Group Inc. |
1731 |
- |
2024-03-31 |
22,393 |
$41,000 |
0 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
3424 |
- |
2024-03-31 |
11,965 |
$22,000 |
0 |
|
Smith Anglin Financial LLC |
198 |
- |
2024-03-31 |
12,000 |
$22,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2555 |
- |
2024-03-31 |
5,867 |
$11,000 |
0 |
|
Ariel Capital Advisors LLC |
247 |
- |
2024-03-31 |
2,250 |
$4,000 |
0 |
|
FMR LLC |
4894 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
PROEQUITIES INC. |
7922 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
15 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|