|
Institutional
Holders
Total
Institutions:
|
151 13 |
|
Total
shares held :
|
4,050,148 |
|
% of shares
held :
|
26.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
Amount
of shares held :
|
26,915 |
|
% of shares
held change :
|
0.18% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.12 |
|
Last
Quarter's Ending
Price :
|
$29.72 |
|
Last
Quarter's Average
Price :
|
$27.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.07 (21.99%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
223,249 |
$5,146,000 |
0 |
|
Evolution Wealth Advisors LLC |
94 |
- |
2024-03-31 |
14,733 |
$340,000 |
0 |
|
TIAA FSB |
522 |
- |
2023-06-30 |
5,793 |
$232,000 |
0 |
|
CHARTER RESEARCH & INVESTMENT GROUP INC. |
81 |
- |
2023-12-31 |
7,190 |
$214,000 |
0 |
|
LFA - Lugano Financial Advisors SA |
|
- |
2024-03-31 |
5,000 |
$115,000 |
0 |
|
ALBION FINANCIAL GROUP /UT |
211 |
- |
2024-03-31 |
3,047 |
$70,000 |
0 |
|
HM PAYSON & CO |
565 |
- |
2023-12-31 |
1,974 |
$59,000 |
0 |
|
Sargent Bickham Lagudis LLC |
474 |
- |
2022-12-31 |
1,029 |
$39,000 |
0 |
|
Annapolis Financial Services LLC |
170 |
- |
2024-03-31 |
1,572 |
$36,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
931 |
- |
2024-03-31 |
1,000 |
$23,000 |
0 |
|
EPG Wealth Management LLC |
349 |
- |
2023-12-31 |
804 |
$19,000 |
0 |
|
JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
812 |
$19,000 |
0 |
|
McIlrath & Eck LLC |
443 |
- |
2023-12-31 |
573 |
$17,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1908 |
- |
2023-12-31 |
487 |
$14,000 |
0 |
|
BARCLAYS PLC |
3855 |
- |
2023-12-31 |
348 |
$10,000 |
0 |
|
Community Bank N.A. |
350 |
- |
2023-12-31 |
323 |
$10,000 |
0 |
|
Baldrige Asset Management LLC |
268 |
- |
2023-03-31 |
227 |
$9,000 |
0 |
|
Carmichael Hill & Associates Inc. |
505 |
- |
2024-03-31 |
334 |
$8,000 |
0 |
|
Pacific Center for Financial Services |
292 |
- |
2023-12-31 |
257 |
$8,000 |
0 |
|
Founders Financial Alliance LLC |
452 |
- |
2023-12-31 |
220 |
$7,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2922 |
- |
2023-12-31 |
197 |
$6,000 |
0 |
|
Capital Investment Advisory Services LLC |
856 |
- |
2024-03-31 |
210 |
$5,000 |
0 |
|
US BANCORP |
3495 |
- |
2023-12-31 |
150 |
$4,000 |
0 |
|
Center for Financial Planning Inc. |
491 |
- |
2024-03-31 |
160 |
$4,000 |
0 |
|
CWM LLC |
3779 |
- |
2024-03-31 |
193 |
$4,000 |
0 |
|
Emerald Investment Partners LLC |
451 |
- |
2024-03-31 |
124 |
$3,000 |
0 |
|
Sachetta LLC |
642 |
- |
2024-03-31 |
100 |
$3,000 |
0 |
|
Hartland & Co. LLC |
1237 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
Register Financial Advisors LLC |
682 |
- |
2024-03-31 |
92 |
$2,000 |
0 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
BARTLETT & CO. LLC |
1120 |
- |
2023-12-31 |
74 |
$2,000 |
0 |
|
Pacifica Partners Inc. |
465 |
- |
2024-03-31 |
75 |
$2,000 |
0 |
|
Piscataqua Savings Bank |
357 |
- |
2024-03-31 |
71 |
$2,000 |
0 |
|
JDM Financial Group LLC |
201 |
- |
2023-12-31 |
68 |
$2,000 |
0 |
|
TD Waterhouse Canada Inc. |
1516 |
- |
2023-12-31 |
78 |
$2,000 |
0 |
|
Kalos Management Inc. |
125 |
- |
2023-06-30 |
46 |
$2,000 |
0 |
|
Tyler-Stone Wealth Management |
781 |
- |
2023-12-31 |
80 |
$2,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
1134 |
- |
2023-12-31 |
74 |
$2,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
884 |
- |
2024-03-31 |
40 |
$1,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
35 |
$1,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
928 |
- |
2022-12-31 |
15 |
$1,000 |
0 |
|
Bank of New Hampshire |
472 |
- |
2024-03-31 |
65 |
$1,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
744 |
- |
2024-03-31 |
30 |
$1,000 |
0 |
|
FRANKLIN RESOURCES INC |
2560 |
- |
2023-12-31 |
31 |
$1,000 |
0 |
|
Asset Dedication LLC |
960 |
- |
2024-03-31 |
46 |
$1,000 |
0 |
|
Lindbrook Capital LLC |
2495 |
- |
2024-03-31 |
57 |
$1,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
966 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
Newbridge Financial Services Group Inc. |
1165 |
- |
2024-03-31 |
7 |
$0 |
0 |
|
Sage Mountain Advisors LLC |
407 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
50 Records found
|
1
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