|
Institutional
Holders
Total
Institutions:
|
54 5 |
|
Total
shares held :
|
2,613,022 |
|
% of shares
held :
|
26.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-87,246 |
|
% of shares
held change :
|
-0.9% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.59 |
|
Last
Quarter's Ending
Price :
|
$21.76 |
|
Last
Quarter's Average
Price :
|
$19.59 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.48 (7.55%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HALBERT, HARGROVE/RUSSELL LLC |
22 |
- |
2024-03-31 |
342,651 |
$7,292,000 |
-19,465 |
|
CREATIVE PLANNING |
488 |
- |
2023-12-31 |
308,951 |
$6,723,000 |
-172,767 |
|
BANK OF AMERICA CORP /DE/ |
2960 |
- |
2023-12-31 |
197,692 |
$4,302,000 |
-21,811 |
|
WELLS FARGO & CO/MN |
2068 |
- |
2023-12-31 |
181,811 |
$3,956,000 |
-41,875 |
|
MORGAN STANLEY |
4246 |
- |
2023-12-31 |
119,036 |
$2,590,000 |
-2,476 |
|
PICTET ASSET MANAGEMENT SA |
894 |
- |
2023-06-30 |
108,340 |
$2,151,000 |
-25,921 |
|
AWM CAPITAL LLC |
33 |
- |
2024-03-31 |
71,499 |
$1,521,000 |
-4,342 |
|
AMERIPRISE FINANCIAL INC |
3179 |
- |
2023-12-31 |
36,655 |
$846,000 |
-2,297 |
|
ENVESTNET ASSET MANAGEMENT INC |
3034 |
- |
2023-12-31 |
38,193 |
$831,000 |
-4,241 |
|
Lido Advisors LLC |
621 |
- |
2023-12-31 |
36,698 |
$799,000 |
-4,795 |
|
MARYLAND CAPITAL ADVISORS INC. |
35 |
- |
2024-03-31 |
37,393 |
$796,000 |
-2,720 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1091 |
- |
2023-12-31 |
35,112 |
$764,000 |
-3,094 |
|
BANK OF NEW YORK MELLON CORP |
3436 |
- |
2024-03-31 |
24,550 |
$522,000 |
-10,137 |
|
Beacon Pointe Advisors LLC |
872 |
- |
2023-12-31 |
23,815 |
$518,000 |
-10,400 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1289 |
- |
2023-09-30 |
23,672 |
$449,000 |
-23,625 |
|
Financial Alternatives Inc |
50 |
- |
2023-12-31 |
16,429 |
$358,000 |
-295 |
|
CITADEL ADVISORS LLC |
4108 |
- |
2023-12-31 |
13,310 |
$290,000 |
-44,871 |
|
Upper Left Wealth Management LLC |
54 |
- |
2024-03-31 |
13,062 |
$278,000 |
-1,470 |
|
Visionary Horizons LLC |
70 |
- |
2024-03-31 |
12,680 |
$258,000 |
-25 |
|
COMERICA BANK |
2314 |
- |
2023-12-31 |
7,652 |
$167,000 |
-3,716 |
|
Advisor Group Holdings Inc. |
4136 |
- |
2023-12-31 |
6,794 |
$148,000 |
-1,435 |
|
BLACKROCK INC. |
4484 |
- |
2023-12-31 |
4,209 |
$92,000 |
-1,223 |
|
ROYAL BANK OF CANADA |
5013 |
- |
2023-12-31 |
4,070 |
$89,000 |
-727 |
|
BANK OF MONTREAL /CAN/ |
2959 |
- |
2023-12-31 |
2,755 |
$60,000 |
-4,100 |
|
FMR LLC |
3348 |
- |
2023-12-31 |
2,334 |
$51,000 |
-168 |
|
|
25 Records found
|
1
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