|
Institutional
Holders
Total
Institutions:
|
40 3 |
|
Total
shares held :
|
1,515,042 |
|
% of shares
held :
|
48.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
-752,696 |
|
% of shares
held change :
|
-24.28% |
|
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 |
HTLF Bank |
12 |
- |
2024-03-31 |
279,816 |
$15,295,000 |
-3,832 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
149 |
- |
2024-03-31 |
81,282 |
$4,443,000 |
-6,539 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
894 |
- |
2024-03-31 |
70,216 |
$3,838,000 |
-672 |
|
Key Client Fiduciary Advisors LLC |
19 |
- |
2024-03-31 |
41,966 |
$2,294,000 |
-1,355 |
|
DAVIDSON D A & CO |
575 |
- |
2024-03-31 |
30,355 |
$1,659,000 |
-120 |
|
ROYAL BANK OF CANADA |
2649 |
- |
2024-03-31 |
29,999 |
$1,640,000 |
-8,727 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2367 |
- |
2024-03-31 |
15,084 |
$825,000 |
-31,031 |
|
Certus Wealth Management LLC |
44 |
- |
2024-03-31 |
8,101 |
$425,000 |
-131 |
|
MONEY CONCEPTS CAPITAL CORP |
336 |
- |
2024-03-31 |
5,359 |
$293,000 |
-184 |
|
PRINCIPAL SECURITIES INC. |
910 |
- |
2024-03-31 |
4,675 |
$256,000 |
-4,966 |
|
MARINER WEALTH ADVISORS, LLC |
2628 |
- |
2024-03-31 |
4,304 |
$235,000 |
-2,842 |
|
Tidemark LLC |
141 |
- |
2024-03-31 |
2,785 |
$152,000 |
-5,711 |
|
US BANCORP |
2446 |
- |
2024-03-31 |
1,509 |
$82,000 |
-1,122 |
|
Global Retirement Partners LLC |
1203 |
- |
2024-03-31 |
1,355 |
$74,000 |
-60,881 |
|
UBS Group AG |
7114 |
- |
2024-03-31 |
3 |
$0 |
-165 |
|
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15 Records found
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1
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