| |
Institutional
Holders
Total
Institutions:
 |
114  2 |
|
|
Total
shares held :
|
8,757,796 |
|
|
% of shares
held :
|
11.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
|
Amount
of shares held :
|
-197,471 |
|
|
% of shares
held change :
|
 -0.27% |
|
| 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 |
  Rockefeller Capital Management L.P. |
1182 |
- |
2023-12-31 |
28,280 |
$892,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
150 |
- |
2024-03-31 |
20,672 |
$707,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
444 |
- |
2023-12-31 |
18,065 |
$570,000 |
0 |
|
| Retirement Income Solutions Inc |
76 |
- |
2024-03-31 |
15,451 |
$528,000 |
0 |
|
| WHITTIER TRUST CO |
516 |
- |
2024-03-31 |
12,633 |
$432,000 |
0 |
|
| Fundamentun LLC |
150 |
- |
2024-03-31 |
11,450 |
$392,000 |
0 |
|
| Simmons Bank |
276 |
- |
2023-12-31 |
11,347 |
$358,000 |
0 |
|
| J P MORGAN CHASE & CO |
4025 |
- |
2024-03-31 |
8,346 |
$285,000 |
0 |
|
| Stratos Wealth Advisors LLC |
560 |
- |
2024-03-31 |
8,346 |
$285,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2150 |
- |
2023-12-31 |
8,750 |
$276,000 |
0 |
|
| Stokes Family Office LLC |
199 |
- |
2024-03-31 |
7,175 |
$245,000 |
0 |
|
| LAKE STREET FINANCIAL LLC |
287 |
- |
2024-03-31 |
6,774 |
$232,000 |
0 |
|
| BESSEMER GROUP INC |
1232 |
- |
2023-12-31 |
2,909 |
$92,000 |
0 |
|
| PRIVATE TRUST CO NA |
1292 |
- |
2024-03-31 |
870 |
$30,000 |
0 |
|
| Retirement Group LLC |
338 |
- |
2024-03-31 |
709 |
$24,000 |
0 |
|
| Crewe Advisors LLC |
191 |
- |
2023-12-31 |
398 |
$13,000 |
0 |
|
| Bruce G. Allen Investments LLC |
437 |
- |
2024-03-31 |
370 |
$13,000 |
0 |
|
| Global Retirement Partners LLC |
2736 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
599 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
| PROEQUITIES INC. |
5846 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
20 Records found
|
1
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