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Download |
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Institutional
Holders
Total
Institutions:
|
107 3 |
|
Total
shares held :
|
2,433,848 |
|
% of shares
held :
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6.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
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-3 |
|
Amount
of shares held :
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-85,543 |
|
% of shares
held change :
|
-0.22% |
|
Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
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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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(%) |
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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 |
TIEDEMANN WEALTH MANAGEMENT, LLC |
63 |
- |
2023-09-30 |
19,899 |
$2,990,000 |
0 |
|
University of Maryland Foundation Inc. |
5 |
- |
2024-03-31 |
10,000 |
$1,795,000 |
0 |
|
ALBION FINANCIAL GROUP /UT |
90 |
- |
2024-03-31 |
7,789 |
$1,398,000 |
0 |
|
CREATIVE PLANNING |
1218 |
- |
2023-12-31 |
6,114 |
$1,012,000 |
0 |
|
NORTHERN TRUST CORP |
3373 |
- |
2023-12-31 |
4,995 |
$827,000 |
0 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
325 |
- |
2023-12-31 |
4,585 |
$759,000 |
0 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
406 |
- |
2024-03-31 |
3,702 |
$665,000 |
0 |
|
RDL FINANCIAL INC |
85 |
- |
2024-03-31 |
2,864 |
$448,000 |
0 |
|
Monterey Private Wealth Inc. |
61 |
- |
2024-03-31 |
2,443 |
$438,000 |
0 |
|
Baird Financial Group Inc. |
1411 |
- |
2023-12-31 |
2,553 |
$422,000 |
0 |
|
BRIGHTON JONES LLC |
398 |
- |
2024-03-31 |
2,233 |
$401,000 |
0 |
|
WHARTON BUSINESS GROUP, LLC |
110 |
- |
2023-12-31 |
1,950 |
$323,000 |
0 |
|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
235 |
- |
2024-03-31 |
1,750 |
$300,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
435 |
- |
2024-03-31 |
760 |
$136,000 |
0 |
|
PrairieView Partners LLC |
142 |
- |
2024-03-31 |
581 |
$105,000 |
0 |
|
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2499 |
- |
2023-12-31 |
523 |
$87,000 |
0 |
|
PROFFITT & GOODSON INC |
145 |
- |
2024-03-31 |
467 |
$84,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
595 |
- |
2024-03-31 |
440 |
$79,000 |
0 |
|
BARTLETT & CO. LLC |
613 |
- |
2023-12-31 |
440 |
$73,000 |
0 |
|
Investors Research Corp |
463 |
- |
2024-03-31 |
362 |
$65,000 |
0 |
|
Westside Investment Management Inc. |
343 |
- |
2024-03-31 |
300 |
$54,000 |
0 |
|
NBC SECURITIES INC. |
1149 |
- |
2024-03-31 |
262 |
$47,000 |
0 |
|
Geneos Wealth Management Inc. |
1196 |
- |
2024-03-31 |
190 |
$34,000 |
0 |
|
Lee Financial CORP |
268 |
- |
2023-12-31 |
180 |
$30,000 |
0 |
|
BARCLAYS PLC |
3782 |
- |
2023-12-31 |
152 |
$25,000 |
0 |
|
US BANCORP |
3007 |
- |
2024-03-31 |
125 |
$22,000 |
0 |
|
DB Wealth Management Group LLC |
238 |
- |
2023-12-31 |
116 |
$19,000 |
0 |
|
FTB Advisors Inc. |
1458 |
- |
2024-03-31 |
77 |
$14,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2246 |
- |
2024-03-31 |
60 |
$11,000 |
0 |
|
Raleigh Capital Management Inc. |
591 |
- |
2023-12-31 |
62 |
$10,000 |
0 |
|
Front Row Advisors LLC |
355 |
- |
2023-12-31 |
45 |
$7,000 |
0 |
|
Crewe Advisors LLC |
251 |
- |
2023-12-31 |
28 |
$5,000 |
0 |
|
Community Bank N.A. |
392 |
- |
2023-12-31 |
20 |
$3,000 |
0 |
|
Mascoma Wealth Management LLC |
423 |
- |
2024-03-31 |
10 |
$2,000 |
0 |
|
PROEQUITIES INC. |
9260 |
- |
2024-03-31 |
0 |
$0 |
0 |
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35 Records found
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1
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