| |
Institutional
Holders
Total
Institutions:
 |
107  3 |
|
|
Total
shares held :
|
2,433,848 |
|
|
% of shares
held :
|
6.32% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
-85,543 |
|
|
% of shares
held change :
|
-0.22% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  INVESTURE LLC |
8 |
- |
2024-03-31 |
99,840 |
$17,920,000 |
0 |
|
| AlTi Global Inc. |
108 |
- |
2024-03-31 |
19,354 |
$3,474,000 |
0 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
63 |
- |
2023-09-30 |
19,899 |
$2,990,000 |
0 |
|
| Relative Value Partners Group LLC |
95 |
- |
2024-03-31 |
15,966 |
$2,655,000 |
0 |
|
| University of Maryland Foundation Inc. |
5 |
- |
2024-03-31 |
10,000 |
$1,795,000 |
0 |
|
| ALBION FINANCIAL GROUP /UT |
90 |
- |
2024-03-31 |
7,789 |
$1,398,000 |
0 |
|
| COMERICA BANK |
1446 |
- |
2024-03-31 |
6,621 |
$1,188,000 |
0 |
|
| NORTHERN TRUST CORP |
3361 |
- |
2024-03-31 |
4,995 |
$897,000 |
0 |
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
324 |
- |
2024-03-31 |
4,585 |
$823,000 |
0 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
406 |
- |
2024-03-31 |
3,702 |
$665,000 |
0 |
|
| Baird Financial Group Inc. |
1412 |
- |
2024-03-31 |
2,553 |
$458,000 |
0 |
|
| RDL FINANCIAL INC |
85 |
- |
2024-03-31 |
2,864 |
$448,000 |
0 |
|
| Monterey Private Wealth Inc. |
61 |
- |
2024-03-31 |
2,443 |
$438,000 |
0 |
|
| BRIGHTON JONES LLC |
398 |
- |
2024-03-31 |
2,233 |
$401,000 |
0 |
|
| Hartland & Co. LLC |
351 |
- |
2024-03-31 |
2,176 |
$391,000 |
0 |
|
| Camden Capital LLC |
210 |
- |
2024-03-31 |
2,049 |
$368,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
108 |
- |
2024-03-31 |
1,950 |
$350,000 |
0 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
235 |
- |
2024-03-31 |
1,750 |
$300,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1596 |
- |
2024-03-31 |
1,537 |
$276,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
435 |
- |
2024-03-31 |
760 |
$136,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
788 |
- |
2024-03-31 |
655 |
$118,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2836 |
- |
2024-03-31 |
617 |
$111,000 |
0 |
|
| PrairieView Partners LLC |
142 |
- |
2024-03-31 |
581 |
$105,000 |
0 |
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2460 |
- |
2024-03-31 |
523 |
$94,000 |
0 |
|
| PROFFITT & GOODSON INC |
145 |
- |
2024-03-31 |
467 |
$84,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
595 |
- |
2024-03-31 |
440 |
$79,000 |
0 |
|
| BARTLETT & CO. LLC |
613 |
- |
2023-12-31 |
440 |
$73,000 |
0 |
|
| Investors Research Corp |
463 |
- |
2024-03-31 |
362 |
$65,000 |
0 |
|
| Westside Investment Management Inc. |
343 |
- |
2024-03-31 |
300 |
$54,000 |
0 |
|
| NBC SECURITIES INC. |
1149 |
- |
2024-03-31 |
262 |
$47,000 |
0 |
|
| Geneos Wealth Management Inc. |
1196 |
- |
2024-03-31 |
190 |
$34,000 |
0 |
|
| BARCLAYS PLC |
3757 |
- |
2024-03-31 |
152 |
$27,000 |
0 |
|
| US BANCORP |
3007 |
- |
2024-03-31 |
125 |
$22,000 |
0 |
|
| DB Wealth Management Group LLC |
238 |
- |
2023-12-31 |
116 |
$19,000 |
0 |
|
| FTB Advisors Inc. |
1458 |
- |
2024-03-31 |
77 |
$14,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2246 |
- |
2024-03-31 |
60 |
$11,000 |
0 |
|
| Raleigh Capital Management Inc. |
543 |
- |
2024-03-31 |
62 |
$11,000 |
0 |
|
| Front Row Advisors LLC |
641 |
- |
2024-03-31 |
45 |
$8,000 |
0 |
|
| Crewe Advisors LLC |
721 |
- |
2024-03-31 |
28 |
$5,000 |
0 |
|
| Mascoma Wealth Management LLC |
423 |
- |
2024-03-31 |
10 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
9260 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
41 Records found
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1
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