|
Institutional
Holders
Total
Institutions:
|
67 7 |
|
Total
shares held :
|
993,282 |
|
% of shares
held :
|
11.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
75,900 |
|
% of shares
held change :
|
0.84% |
|
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 |
Armbruster Capital Management Inc. |
6 |
- |
2024-03-31 |
180,470 |
$24,712,000 |
-3,044 |
|
Systelligence LLC |
1 |
- |
2024-03-31 |
129,005 |
$17,665,000 |
-323 |
|
Symmetry Partner LLC |
35 |
- |
2024-03-31 |
78,747 |
$10,783,000 |
-5,961 |
|
GYL Financial Synergies LLC |
32 |
- |
2024-03-31 |
69,355 |
$9,497,000 |
-319 |
|
Hobart Private Capital LLC |
13 |
- |
2024-03-31 |
59,836 |
$8,193,000 |
-44,311 |
|
PURE FINANCIAL ADVISORS, INC. |
63 |
- |
2024-03-31 |
45,670 |
$6,254,000 |
-1,157 |
|
Professional Financial Advisors LLC |
19 |
- |
2024-03-31 |
23,822 |
$3,262,000 |
-160 |
|
Strategic Blueprint LLC |
158 |
- |
2024-03-31 |
13,407 |
$1,836,000 |
-40 |
|
Envestnet Portfolio Solutions Inc. |
783 |
- |
2024-03-31 |
9,025 |
$1,236,000 |
-2,000 |
|
Andesa Financial Management Inc. |
72 |
- |
2022-12-31 |
6,000 |
$629,000 |
-6,000 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3159 |
- |
2024-03-31 |
4,507 |
$617,000 |
-1,208 |
|
Private Advisor Group LLC |
1502 |
- |
2024-03-31 |
3,715 |
$509,000 |
-3,685 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
231 |
- |
2024-03-31 |
2,125 |
$291,000 |
-75 |
|
Synergy Financial Management LLC |
104 |
- |
2024-03-31 |
2,049 |
$281,000 |
-1,104 |
|
UBS Group AG |
4698 |
- |
2024-03-31 |
1,435 |
$196,000 |
-1,812 |
|
COMERICA BANK |
2532 |
- |
2024-03-31 |
737 |
$101,000 |
-81 |
|
MORGAN STANLEY |
5969 |
- |
2024-03-31 |
394 |
$54,000 |
-73 |
|
St. James Investment Advisors LLC |
98 |
- |
2022-12-31 |
7 |
$1,000 |
-51 |
|
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18 Records found
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1
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