| |
Institutional
Holders
Total
Institutions:
 |
124  2 |
|
|
Total
shares held :
|
17,695,335 |
|
|
% of shares
held :
|
77.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-1,159,189 |
|
|
% of shares
held change :
|
-5.1% |
|
| 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 |
  PDS Planning Inc |
|
- |
2024-03-31 |
167,778 |
$3,604,000 |
0 |
|
| Forum Financial Management LP |
64 |
- |
2023-12-31 |
160,123 |
$3,196,000 |
0 |
|
| UMB BANK N A/MO |
276 |
- |
2024-03-31 |
69,969 |
$1,503,000 |
0 |
|
| COMERICA BANK |
1434 |
- |
2023-12-31 |
60,916 |
$1,216,000 |
0 |
|
| Terra Nova Asset Management LLC |
40 |
- |
2024-03-31 |
55,695 |
$1,196,000 |
0 |
|
| CLEAR HARBOR ASSET MANAGEMENT, LLC |
137 |
- |
2023-12-31 |
53,835 |
$1,075,000 |
0 |
|
| BAKER ELLIS ASSET MANAGEMENT LLC |
118 |
- |
2024-03-31 |
42,000 |
$902,000 |
0 |
|
| Security National Bank |
67 |
- |
2024-03-31 |
33,318 |
$716,000 |
0 |
|
| Integrated Advisors Network LLC |
352 |
- |
2023-12-31 |
35,406 |
$707,000 |
0 |
|
| BANCORPSOUTH BANK |
205 |
- |
2023-12-31 |
30,201 |
$603,000 |
0 |
|
| Mayflower Financial Advisors LLC |
196 |
- |
2024-03-31 |
25,520 |
$548,000 |
0 |
|
| MARINER WEALTH ADVISORS, LLC |
2031 |
- |
2023-12-31 |
21,887 |
$437,000 |
0 |
|
| WHITTIER TRUST CO |
|
- |
2024-03-31 |
19,035 |
$409,000 |
0 |
|
| Baltimore-Washington Financial Advisors Inc. |
106 |
- |
2023-12-31 |
19,708 |
$393,000 |
0 |
|
| SPROTT INC. |
102 |
- |
2023-12-31 |
19,488 |
$389,000 |
0 |
|
| BB&T CORP |
2207 |
- |
2023-12-31 |
16,436 |
$328,000 |
0 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2266 |
- |
2024-03-31 |
15,225 |
$327,000 |
0 |
|
| Lehman & Derafelo Financial Resources LLC |
84 |
- |
2022-12-31 |
17,800 |
$315,000 |
0 |
|
| Proficio Capital Partners LLC |
|
- |
2024-03-31 |
14,600 |
$314,000 |
0 |
|
| SMITH MOORE & CO. |
339 |
- |
2023-12-31 |
13,905 |
$278,000 |
0 |
|
| Ritter Daniher Financial Advisory LLC / DE |
65 |
- |
2023-12-31 |
13,635 |
$272,000 |
0 |
|
| Wick Capital Partners LLC |
55 |
- |
2023-12-31 |
13,411 |
$268,000 |
0 |
|
| Spectrum Planning & Advisory Services Inc. |
40 |
- |
2023-12-31 |
12,901 |
$258,000 |
0 |
|
| DAVENPORT & CO LLC |
|
- |
2024-03-31 |
11,400 |
$245,000 |
0 |
|
| Chicago Partners Investment Group LLC |
652 |
- |
2024-03-31 |
10,233 |
$230,000 |
0 |
|
| Snider Financial Group |
|
- |
2024-03-31 |
10,532 |
$226,000 |
0 |
|
| NBC SECURITIES INC. |
704 |
- |
2024-03-31 |
10,416 |
$223,000 |
0 |
|
| Destiny Capital Corp/CO |
47 |
- |
2023-12-31 |
11,060 |
$221,000 |
0 |
|
| US BANCORP |
1961 |
- |
2023-12-31 |
10,754 |
$215,000 |
0 |
|
| EverSource Wealth Advisors LLC |
418 |
- |
2023-12-31 |
10,689 |
$213,000 |
0 |
|
| Perennial Investment Advisors LLC |
303 |
- |
2023-12-31 |
10,275 |
$205,000 |
0 |
|
| HM PAYSON & CO |
413 |
- |
2023-12-31 |
8,479 |
$169,000 |
0 |
|
| BARTLETT & CO. LLC |
503 |
- |
2023-12-31 |
7,500 |
$150,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
503 |
- |
2023-12-31 |
7,500 |
$150,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1726 |
- |
2023-12-31 |
4,610 |
$92,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
3,575 |
$77,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
1,760 |
$38,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
1,700 |
$37,000 |
0 |
|
| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
364 |
- |
2023-12-31 |
1,800 |
$36,000 |
0 |
|
| ROYAL BANK OF CANADA |
5540 |
- |
2023-12-31 |
1,200 |
$24,000 |
0 |
|
| Tradition Wealth Management LLC |
811 |
- |
2023-12-31 |
1,080 |
$22,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
860 |
$18,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1981 |
- |
2023-12-31 |
480 |
$10,000 |
0 |
|
| Sunbelt Securities Inc. |
1521 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
937 |
- |
2023-12-31 |
20 |
$0 |
0 |
|
|
45 Records found
|
1
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