| |
Institutional
Holders
Total
Institutions:
 |
85  5 |
|
|
Total
shares held :
|
3,040,421 |
|
|
% of shares
held :
|
33.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -6 |
|
|
Amount
of shares held :
|
-590,127 |
|
|
% of shares
held change :
|
-6.56% |
|
| 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 |
  Cypress Wealth Services LLC |
49 |
- |
2024-03-31 |
35,917 |
$2,071,000 |
0 |
|
| Diligent Investors LLC |
51 |
- |
2024-03-31 |
30,673 |
$1,768,000 |
0 |
|
| Valtinson Bruner Financial Planning LLC |
49 |
- |
2024-03-31 |
20,165 |
$1,162,000 |
0 |
|
| LINCOLN NATIONAL CORP |
549 |
- |
2024-03-31 |
15,578 |
$898,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
918 |
- |
2024-03-31 |
14,713 |
$848,000 |
0 |
|
| Pillar Wealth Advisors LLC |
38 |
- |
2024-03-31 |
12,995 |
$749,000 |
0 |
|
| ASSET MANAGEMENT CORP /IL/ /ADV |
45 |
- |
2023-03-31 |
14,263 |
$683,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
425 |
- |
2024-03-31 |
9,337 |
$538,000 |
0 |
|
| Visionary Wealth Advisors |
330 |
- |
2023-12-31 |
8,159 |
$450,000 |
0 |
|
| S.C. Financial Services Inc. |
52 |
- |
2022-12-31 |
9,337 |
$397,000 |
0 |
|
| Keystone Wealth Services LLC |
156 |
- |
2024-03-31 |
6,100 |
$352,000 |
0 |
|
| H D Vest Advisory Services |
1242 |
- |
2024-03-31 |
5,692 |
$328,000 |
0 |
|
| Spectrum Investment Advisors Inc. |
27 |
- |
2024-03-31 |
5,121 |
$295,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
741 |
- |
2023-12-31 |
4,910 |
$271,000 |
0 |
|
| CWM LLC |
1814 |
- |
2024-03-31 |
1,881 |
$108,000 |
0 |
|
| MORGAN STANLEY |
5743 |
- |
2023-12-31 |
1,825 |
$101,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1248 |
- |
2023-12-31 |
1,391 |
$77,000 |
0 |
|
| US BANCORP |
2829 |
- |
2024-03-31 |
625 |
$36,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
430 |
- |
2024-03-31 |
300 |
$17,000 |
0 |
|
| PROEQUITIES INC. |
9075 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
20 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
|
|
|
