| |
Institutional
Holders
Total
Institutions:
 |
445  13 |
|
|
Total
shares held :
|
28,202,035 |
|
|
% of shares
held :
|
74.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
60 |
|
|
Amount
of shares held :
|
542,985 |
|
|
% of shares
held change :
|
1.44% |
|
| 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 |
  BOSTON COMMON ASSET MANAGEMENT LLC |
59 |
*New |
2024-03-31 |
199,493 |
$18,591,000 |
199,493 |
|
| SageView Advisory Group LLC |
22 |
*New |
2023-12-31 |
120,280 |
$10,557,000 |
120,280 |
|
| FIRST AMERICAN TRUST CO |
62 |
*New |
2023-12-31 |
64,166 |
$4,731,000 |
64,166 |
|
| JACOBSON & SCHMITT ADVISORS LLC |
36 |
*New |
2023-12-31 |
32,455 |
$2,761,000 |
32,455 |
|
| EP WEALTH ADVISORS, INC. |
285 |
*New |
2023-12-31 |
19,514 |
$1,660,000 |
19,514 |
|
| COLONY GROUP, LLC |
395 |
*New |
2023-12-31 |
17,284 |
$1,470,000 |
17,284 |
|
| PFG Investments LLC |
276 |
*New |
2024-03-31 |
14,082 |
$1,312,000 |
14,082 |
|
| ICONIQ CAPITAL, LLC |
43 |
*New |
2023-12-31 |
14,335 |
$1,219,000 |
14,335 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
278 |
*New |
2024-03-31 |
8,656 |
$807,000 |
8,656 |
|
| Eagle Strategies LLC |
129 |
*New |
2024-03-31 |
8,107 |
$755,000 |
8,107 |
|
| Bremer Bank National Association |
115 |
*New |
2024-03-31 |
6,482 |
$604,000 |
6,482 |
|
| YCMNET ADVISORS INC |
150 |
*New |
2023-12-31 |
6,177 |
$525,000 |
6,177 |
|
| Rollins Financial |
70 |
*New |
2023-12-31 |
5,035 |
$428,000 |
5,035 |
|
| OmniStar Financial Group Inc. |
93 |
*New |
2024-03-31 |
4,245 |
$396,000 |
4,245 |
|
| BAILARD BIEHL & KAISER INC |
531 |
*New |
2023-12-31 |
3,969 |
$338,000 |
3,969 |
|
| Van Hulzen Asset Management LLC |
258 |
*New |
2023-12-31 |
3,700 |
$315,000 |
3,700 |
|
| Stonehage Fleming Financial Services Holdings Ltd |
115 |
*New |
2023-12-31 |
3,300 |
$281,000 |
3,300 |
|
| Single Point Partners LLC |
67 |
*New |
2024-03-31 |
2,684 |
$250,000 |
2,684 |
|
| Gladstone Institutional Advisory LLC |
605 |
*New |
2023-12-31 |
2,577 |
$219,000 |
2,577 |
|
| DAVENPORT & CO LLC |
1017 |
*New |
2024-03-31 |
2,325 |
$217,000 |
2,325 |
|
| Madison Park Capital Advisors LLC |
62 |
*New |
2024-03-31 |
2,253 |
$210,000 |
2,253 |
|
| Abacus Wealth Partners LLC |
81 |
*New |
2024-03-31 |
2,252 |
$210,000 |
2,252 |
|
| AE Wealth Management LLC |
1872 |
*New |
2023-12-31 |
2,343 |
$204,000 |
2,343 |
|
| Reliant Wealth Planning |
13 |
*New |
2023-12-31 |
2,382 |
$203,000 |
2,382 |
|
| Goepper Burkhardt LLC |
77 |
*New |
2023-12-31 |
2,250 |
$202,000 |
2,250 |
|
| ADVISORY SERVICES NETWORK, LLC |
1367 |
*New |
2023-12-31 |
1,920 |
$163,000 |
1,920 |
|
| Qube Research & Technologies Ltd |
2586 |
*New |
2023-12-31 |
1,592 |
$135,000 |
1,592 |
|
| Scarborough Advisors LLC |
103 |
*New |
2023-12-31 |
1,400 |
$119,000 |
1,400 |
|
| HM PAYSON & CO |
522 |
*New |
2023-12-31 |
901 |
$77,000 |
901 |
|
| Turtle Creek Wealth Advisors LLC |
162 |
*New |
2024-03-31 |
791 |
$74,000 |
791 |
|
| Ahrens Investment Partners LLC |
434 |
*New |
2023-03-31 |
354 |
$25,000 |
354 |
|
| Gilliland Jeter Wealth Management LLC |
427 |
*New |
2024-03-31 |
113 |
$11,000 |
113 |
|
| Aptus Capital Advisors LLC |
781 |
*New |
2023-12-31 |
124 |
$11,000 |
124 |
|
| FSA Wealth Management LLC |
417 |
*New |
2023-12-31 |
62 |
$5,000 |
62 |
|
| Bogart Wealth LLC |
782 |
*New |
2024-03-31 |
43 |
$4,000 |
43 |
|
|
35 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
