|
Institutional
Holders
Total
Institutions:
|
19 8 |
|
Total
shares held :
|
1,486,831 |
|
% of shares
held :
|
1.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-1,384 |
|
% of shares
held change :
|
-0% |
|
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 |
NOVARE CAPITAL MANAGEMENT LLC |
17 |
- |
2024-03-31 |
550,476 |
$17,940,000 |
71,319 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
3 |
- |
2024-03-31 |
525,714 |
$17,133,000 |
525,714 |
|
J P MORGAN CHASE & CO |
1828 |
- |
2024-03-31 |
462,020 |
$15,057,000 |
89,958 |
|
Watchman Group Inc. |
11 |
- |
2024-03-31 |
196,093 |
$6,391,000 |
84,467 |
|
FULTON BANK, N.A. |
58 |
- |
2024-03-31 |
141,540 |
$4,613,000 |
94,806 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
71 |
*New |
2024-03-31 |
124,719 |
$4,065,000 |
124,719 |
|
UBS Group AG |
2395 |
- |
2024-03-31 |
120,008 |
$3,911,000 |
115,202 |
|
MML INVESTORS SERVICES LLC |
862 |
- |
2024-03-31 |
92,790 |
$3,024,000 |
4,125 |
|
ENVESTNET ASSET MANAGEMENT INC |
2317 |
- |
2024-03-31 |
90,801 |
$2,959,000 |
1,661 |
|
Capital Market Strategies LLC |
11 |
- |
2024-03-31 |
64,917 |
$2,116,000 |
33,924 |
|
ATWOOD & PALMER INC |
61 |
- |
2024-03-31 |
59,413 |
$1,936,000 |
11,928 |
|
ADVISORY SERVICES NETWORK, LLC |
466 |
- |
2024-03-31 |
58,196 |
$1,897,000 |
-2,098 |
|
InTrack Investment Management Inc |
21 |
- |
2024-03-31 |
46,705 |
$1,522,000 |
6,087 |
|
Jacobi Capital Management LLC |
153 |
- |
2024-03-31 |
41,975 |
$1,368,000 |
24,734 |
|
Gibraltar Capital Management Inc. |
29 |
- |
2024-03-31 |
29,806 |
$971,000 |
1,373 |
|
GTS SECURITIES LLC |
564 |
- |
2024-03-31 |
27,007 |
$880,000 |
351 |
|
Atlantic Edge Private Wealth Management LLC |
80 |
*New |
2024-03-31 |
22,430 |
$731,000 |
22,430 |
|
Confluence Wealth Services Inc. |
174 |
- |
2024-03-31 |
20,550 |
$670,000 |
2,250 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3673 |
- |
2024-03-31 |
12,569 |
$410,000 |
5,477 |
|
CIBC WORLD MARKETS INC. |
1006 |
- |
2024-03-31 |
10,635 |
$347,000 |
0 |
|
We Are One Seven LLC |
798 |
*New |
2024-03-31 |
7,049 |
$230,000 |
7,049 |
|
COMERICA BANK |
2784 |
*New |
2024-03-31 |
1,335 |
$44,000 |
1,335 |
|
Advisor Group Holdings Inc. |
4933 |
*New |
2024-03-31 |
1,034 |
$34,000 |
1,034 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
965 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,894 |
|
PROEQUITIES INC. |
3594 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
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25 Records found
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1
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