|
Institutional
Holders
Total
Institutions:
|
31 6 |
|
Total
shares held :
|
8,278,135 |
|
% of shares
held :
|
9.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-156,105 |
|
% of shares
held change :
|
-0.17% |
|
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 |
Aptus Capital Advisors LLC |
3 |
- |
2023-12-31 |
3,309,386 |
$111,099,000 |
-247,949 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
160 |
- |
2024-03-31 |
111,711 |
$4,017,000 |
-8,826 |
|
TrueWealth Advisors LLC |
18 |
- |
2024-03-31 |
82,443 |
$2,965,000 |
-86,385 |
|
MBE Wealth Management LLC |
18 |
- |
2024-03-31 |
38,023 |
$1,367,000 |
-6,026 |
|
One + One Wealth Management LLC |
36 |
- |
2024-03-31 |
32,303 |
$1,162,000 |
-21,936 |
|
S.C. Financial Services Inc. |
100 |
- |
2022-12-31 |
7,316 |
$227,000 |
-5,627 |
|
Global Retirement Partners LLC |
913 |
- |
2024-03-31 |
3,970 |
$143,000 |
-1,582 |
|
ROYAL BANK OF CANADA |
5524 |
- |
2023-12-31 |
787 |
$26,000 |
-54,099 |
|
|
8 Records found
|
1
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Page 1 of 1 |
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