|
Institutional
Holders
Total
Institutions:
|
80 14 |
|
Total
shares held :
|
3,784,237 |
|
% of shares
held :
|
24.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
37 |
|
Amount
of shares held :
|
479,612 |
|
% of shares
held change :
|
3.15% |
|
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 |
PATHSTONE FAMILY OFFICE, LLC |
233 |
*New |
2023-09-30 |
264,057 |
$6,116,000 |
264,057 |
|
Perigon Wealth Management LLC |
144 |
*New |
2024-03-31 |
100,995 |
$4,786,000 |
100,995 |
|
HIGHTOWER ADVISORS, LLC |
979 |
*New |
2024-03-31 |
99,994 |
$4,753,000 |
99,994 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
17 |
*New |
2024-03-31 |
92,389 |
$4,378,000 |
92,389 |
|
BlackDiamond Wealth Management Inc. |
108 |
*New |
2023-12-31 |
5,877 |
$266,000 |
5,877 |
|
ROYAL BANK OF CANADA |
4683 |
*New |
2023-12-31 |
3,250 |
$149,000 |
3,250 |
|
Financial Advisory Service Inc. |
328 |
*New |
2024-03-31 |
1,627 |
$77,000 |
1,627 |
|
MORGAN STANLEY |
5954 |
*New |
2023-12-31 |
1,091 |
$50,000 |
1,091 |
|
Beaird Harris Wealth Management LLC |
191 |
*New |
2023-12-31 |
1,025 |
$47,000 |
1,025 |
|
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9 Records found
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1
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Page 1 of 1 |
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