| |
Institutional
Holders
Total
Institutions:
 |
251  6 |
|
|
Total
shares held :
|
23,265,026 |
|
|
% of shares
held :
|
60.73% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
889,857 |
|
|
% of shares
held change :
|
 2.32% |
|
| 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 |
  PAYDEN & RYGEL |
84 |
- |
2023-12-31 |
82,849 |
$2,028,000 |
0 |
|
| PAYDENFUNDS |
82 |
- |
2024-03-31 |
82,849 |
$2,028,000 |
0 |
|
| Levy Wealth Management Group LLC |
31 |
- |
2024-03-31 |
60,611 |
$1,484,000 |
0 |
|
| Bank Julius Baer & Co. Ltd Zurich |
260 |
- |
2024-03-31 |
44,000 |
$1,077,000 |
0 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
77 |
- |
2024-03-31 |
32,405 |
$793,000 |
0 |
|
| DAVENPORT & CO LLC |
668 |
- |
2024-03-31 |
30,903 |
$757,000 |
0 |
|
| UMB BANK N A/MO |
370 |
- |
2024-03-31 |
27,781 |
$680,000 |
0 |
|
| WHITTIER TRUST CO |
449 |
- |
2024-03-31 |
25,903 |
$634,000 |
0 |
|
| VERITY Wealth Advisors |
41 |
- |
2024-03-31 |
25,716 |
$630,000 |
0 |
|
| One Day In July LLC |
79 |
- |
2024-03-31 |
25,695 |
$629,000 |
0 |
|
| Cable Hill Partners LLC |
42 |
- |
2024-03-31 |
21,740 |
$531,000 |
0 |
|
| BANGOR SAVINGS BANK |
155 |
- |
2024-03-31 |
20,910 |
$512,000 |
0 |
|
| Hardy Reed LLC |
66 |
- |
2024-03-31 |
20,748 |
$508,000 |
0 |
|
| ARBOR TRUST WEALTH ADVISORS LLC |
74 |
- |
2024-03-31 |
15,429 |
$374,000 |
0 |
|
| Resonant Capital Advisors LLC |
236 |
- |
2024-03-31 |
14,936 |
$366,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
133 |
- |
2024-03-31 |
12,245 |
$300,000 |
0 |
|
| Creative Capital Management Investments LLC |
29 |
- |
2024-03-31 |
12,175 |
$298,000 |
0 |
|
| Armor Investment Advisors LLC |
94 |
- |
2024-03-31 |
10,413 |
$255,000 |
0 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
254 |
- |
2024-03-31 |
10,168 |
$249,000 |
0 |
|
| Wells Financial Advisors INC |
39 |
- |
2024-03-31 |
9,370 |
$229,000 |
0 |
|
| AGF MANAGEMENT LTD |
637 |
- |
2024-03-31 |
8,630 |
$211,000 |
0 |
|
| Retirement Income Solutions Inc |
145 |
- |
2024-03-31 |
8,586 |
$210,000 |
0 |
|
| Essential Planning LLC. |
61 |
- |
2024-03-31 |
8,271 |
$202,000 |
0 |
|
| Signature Resources Capital Management LLC |
46 |
- |
2024-03-31 |
7,503 |
$184,000 |
0 |
|
| PRIVATE TRUST CO NA |
687 |
- |
2024-03-31 |
7,260 |
$178,000 |
0 |
|
| HM PAYSON & CO |
420 |
- |
2023-12-31 |
6,400 |
$157,000 |
0 |
|
| WFA of San Diego LLC |
109 |
- |
2023-09-30 |
4,491 |
$107,000 |
0 |
|
| ANCORA ADVISORS, LLC |
762 |
- |
2024-03-31 |
4,297 |
$105,000 |
0 |
|
| DEUTSCHE BANK AG |
3105 |
- |
2024-03-31 |
3,843 |
$94,000 |
0 |
|
| Running Point Capital Advisors LLC |
102 |
- |
2024-03-31 |
3,703 |
$91,000 |
0 |
|
| Sachetta LLC |
194 |
- |
2024-03-31 |
3,705 |
$91,000 |
0 |
|
| Front Row Advisors LLC |
200 |
- |
2024-03-31 |
3,300 |
$81,000 |
0 |
|
| AllSquare Wealth Management LLC |
178 |
- |
2024-03-31 |
3,080 |
$75,000 |
0 |
|
| JOHNSON FINANCIAL GROUP, INC. |
390 |
- |
2024-03-31 |
2,953 |
$72,000 |
0 |
|
| HBC Financial Services PLLC |
62 |
- |
2024-03-31 |
2,379 |
$57,000 |
0 |
|
| Sunbelt Securities Inc. |
874 |
- |
2024-03-31 |
1,878 |
$46,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
474 |
- |
2022-12-31 |
1,900 |
$45,000 |
0 |
|
| CVA Family Office LLC |
648 |
- |
2024-03-31 |
781 |
$19,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
754 |
- |
2024-03-31 |
677 |
$17,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2279 |
- |
2024-03-31 |
445 |
$11,000 |
0 |
|
| Community Bank N.A. |
348 |
- |
2024-03-31 |
350 |
$9,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2133 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2571 |
- |
2024-03-31 |
130 |
$3,000 |
0 |
|
| Bogart Wealth LLC |
922 |
- |
2024-03-31 |
77 |
$2,000 |
0 |
|
| ICA Group Wealth Management LLC |
1178 |
- |
2024-03-31 |
72 |
$2,000 |
0 |
|
| Winthrop Capital Management LLC |
141 |
- |
2024-03-31 |
41 |
$1,000 |
0 |
|
|
46 Records found
|
1
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