|
Institutional
Holders
Total
Institutions:
|
34 1 |
|
Total
shares held :
|
1,348,596 |
|
% of shares
held :
|
10.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-102,513 |
|
% of shares
held change :
|
-0.82% |
|
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 |
HALLMARK CAPITAL MANAGEMENT INC |
65 |
- |
2024-03-31 |
146,294 |
$4,779,000 |
-5,748 |
|
ENVESTNET ASSET MANAGEMENT INC |
2030 |
- |
2024-03-31 |
140,965 |
$4,605,000 |
-5,844 |
|
MORGAN STANLEY |
4469 |
- |
2024-03-31 |
59,740 |
$1,951,000 |
-3,580 |
|
Cedar Wealth Management LLC |
28 |
- |
2024-03-31 |
49,052 |
$1,602,000 |
-447 |
|
Old Port Advisors |
87 |
- |
2023-09-30 |
37,658 |
$1,076,000 |
-6,208 |
|
MARINER WEALTH ADVISORS, LLC |
1494 |
- |
2024-03-31 |
30,690 |
$1,002,000 |
-1,786 |
|
Kestra Advisory Services LLC |
1277 |
- |
2024-03-31 |
28,636 |
$935,000 |
-1,302 |
|
Colorado Capital Management Inc. |
62 |
- |
2024-03-31 |
13,731 |
$448,000 |
-626 |
|
J P MORGAN CHASE & CO |
3873 |
- |
2024-03-31 |
11,822 |
$386,000 |
-796 |
|
Southland Equity Partners LLC |
133 |
- |
2024-03-31 |
11,348 |
$371,000 |
-127 |
|
HEAD & ASSOCIATES LLC |
172 |
- |
2023-12-31 |
10,613 |
$338,000 |
-215 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1421 |
- |
2023-09-30 |
11,692 |
$334,000 |
-1,910 |
|
ROYAL BANK OF CANADA |
3996 |
- |
2024-03-31 |
7,289 |
$238,000 |
-208 |
|
BANK OF MONTREAL /CAN/ |
2610 |
- |
2024-03-31 |
6,482 |
$213,000 |
-15,625 |
|
BANK OF AMERICA CORP /DE/ |
5312 |
- |
2024-03-31 |
2,454 |
$80,000 |
-136 |
|
|
15 Records found
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1
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