| |
Institutional
Holders
Total
Institutions:
 |
31  2 |
|
|
Total
shares held :
|
2,167,453 |
|
|
% of shares
held :
|
24.08% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
738,046 |
|
|
% of shares
held change :
|
 8.2% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
2222 |
- |
2023-12-31 |
404,089 |
$11,848,000 |
150,637 |
|
| LPL FINANCIAL CORP |
1586 |
- |
2024-03-31 |
218,180 |
$6,502,000 |
207,616 |
|
| HIGHTOWER ADVISORS, LLC |
873 |
- |
2024-03-31 |
205,932 |
$6,147,000 |
6,029 |
|
| RFG Advisory Group LLC |
107 |
- |
2024-03-31 |
163,298 |
$4,867,000 |
2,485 |
|
| LEGACY PRIVATE TRUST CO. |
137 |
- |
2024-03-31 |
40,453 |
$1,206,000 |
13,487 |
|
| Yoder Wealth Management Inc. |
42 |
- |
2024-03-31 |
28,958 |
$863,000 |
6,996 |
|
| ROYAL BANK OF CANADA |
3281 |
- |
2023-12-31 |
26,248 |
$770,000 |
22,492 |
|
| Walker Asset Management LLC |
37 |
- |
2024-03-31 |
24,535 |
$731,000 |
17 |
|
| UBS Group AG |
3790 |
- |
2023-12-31 |
20,969 |
$615,000 |
1,679 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
610 |
- |
2024-03-31 |
10,005 |
$298,000 |
16 |
|
| PRINCIPAL SECURITIES INC. |
990 |
- |
2024-03-31 |
7,015 |
$209,000 |
117 |
|
|
11 Records found
|
1
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