|
Institutional
Holders
Total
Institutions:
|
63 1 |
|
Total
shares held :
|
4,115,061 |
|
% of shares
held :
|
21.66% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
33,102 |
|
% of shares
held change :
|
0.17% |
|
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 |
LEITH WHEELER INVESTMENT COUNSEL LTD. |
38 |
- |
2024-03-31 |
226,828 |
$9,433,000 |
0 |
|
Rockefeller Capital Management L.P. |
653 |
- |
2023-12-31 |
120,700 |
$4,709,000 |
0 |
|
Bridgewater Advisors Inc. |
86 |
- |
2024-03-31 |
15,150 |
$630,000 |
0 |
|
Baird Financial Group Inc. |
1287 |
- |
2023-12-31 |
15,924 |
$621,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
121 |
- |
2024-03-31 |
9,869 |
$385,000 |
0 |
|
Urban Financial Advisory Corp |
23 |
- |
2024-03-31 |
7,878 |
$328,000 |
0 |
|
Aufman Associates Inc |
37 |
- |
2024-03-31 |
6,555 |
$273,000 |
0 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
84 |
- |
2024-03-31 |
6,392 |
$266,000 |
0 |
|
CREATIVE PLANNING |
2206 |
- |
2023-12-31 |
6,491 |
$253,000 |
0 |
|
FOSTER DYKEMA CABOT & CO INC/MA |
92 |
- |
2023-09-30 |
5,692 |
$202,000 |
0 |
|
Sargent Bickham Lagudis LLC |
276 |
- |
2022-12-31 |
2,436 |
$166,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
230 |
- |
2024-03-31 |
3,700 |
$154,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
312 |
- |
2023-06-30 |
1,600 |
$60,000 |
0 |
|
HANSON INVESTMENT MANAGEMENT |
351 |
- |
2024-03-31 |
607 |
$25,000 |
0 |
|
UBS Group AG |
5985 |
- |
2023-12-31 |
308 |
$12,000 |
0 |
|
Cranbrook Wealth Management LLC |
234 |
- |
2024-03-31 |
228 |
$9,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
478 |
- |
2023-12-31 |
140 |
$5,000 |
0 |
|
PROEQUITIES INC. |
8418 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
18 Records found
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1
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