| |
Institutional
Holders
Total
Institutions:
 |
87  4 |
|
|
Total
shares held :
|
1,802,030 |
|
|
% of shares
held :
|
71.23% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
-48,239 |
|
|
% of shares
held change :
|
-1.91% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$43.67 |
|
|
Last
Quarter's Ending
Price :
|
$48.25 |
|
|
Last
Quarter's Average
Price :
|
$43.43 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.74 (8.61%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  YALE CAPITAL CORP |
104 |
- |
2024-03-31 |
78,410 |
$3,638,000 |
0 |
|
| Somerset Trust Co |
74 |
- |
2024-03-31 |
13,443 |
$624,000 |
0 |
|
| Patriot Investment Management Inc. |
148 |
- |
2024-03-31 |
13,368 |
$620,000 |
0 |
|
| Resources Investment Advisors Inc. |
691 |
- |
2024-03-31 |
12,269 |
$569,000 |
0 |
|
| MGB Wealth Management LLC |
112 |
- |
2024-03-31 |
11,102 |
$515,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
119 |
- |
2023-12-31 |
5,230 |
$252,000 |
0 |
|
| Yoder Wealth Management Inc. |
84 |
- |
2024-03-31 |
5,325 |
$247,000 |
0 |
|
| Granite Springs Asset Management LLC |
139 |
- |
2024-03-31 |
5,075 |
$235,000 |
0 |
|
| CI Private Wealth LLC |
2068 |
- |
2024-03-31 |
4,500 |
$209,000 |
0 |
|
| Spire Wealth Management |
769 |
- |
2024-03-31 |
4,249 |
$197,000 |
0 |
|
| US BANCORP |
2011 |
- |
2024-03-31 |
4,239 |
$197,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1010 |
- |
2024-03-31 |
2,841 |
$132,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2374 |
- |
2023-12-31 |
2,550 |
$123,000 |
0 |
|
| COMERICA BANK |
2447 |
- |
2023-12-31 |
2,385 |
$115,000 |
0 |
|
| Geneos Wealth Management Inc. |
850 |
- |
2024-03-31 |
2,163 |
$100,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
312 |
- |
2024-03-31 |
1,305 |
$63,000 |
0 |
|
| TOTH FINANCIAL ADVISORY CORP |
283 |
- |
2024-03-31 |
1,170 |
$54,000 |
0 |
|
| CVA Family Office LLC |
491 |
- |
2024-03-31 |
1,105 |
$51,000 |
0 |
|
| Addison Advisors LLC |
381 |
- |
2024-03-31 |
876 |
$41,000 |
0 |
|
| Biltmore Family Office LLC |
202 |
- |
2023-12-31 |
735 |
$35,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
422 |
- |
2024-03-31 |
600 |
$28,000 |
0 |
|
| Ambassador Advisors LLC |
207 |
- |
2023-12-31 |
579 |
$27,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3119 |
- |
2023-12-31 |
500 |
$25,000 |
0 |
|
| CLEAN YIELD GROUP |
|
- |
2023-12-31 |
450 |
$22,000 |
0 |
|
| MCF Advisors LLC |
512 |
- |
2024-03-31 |
468 |
$22,000 |
0 |
|
| Private Ocean LLC |
305 |
- |
2024-03-31 |
450 |
$21,000 |
0 |
|
| SANDY SPRING BANK |
771 |
- |
2024-03-31 |
342 |
$16,000 |
0 |
|
| Sunbelt Securities Inc. |
1163 |
- |
2024-03-31 |
273 |
$13,000 |
0 |
|
| AllSquare Wealth Management LLC |
366 |
- |
2024-03-31 |
246 |
$11,000 |
0 |
|
| Key Financial Inc |
717 |
- |
2024-03-31 |
219 |
$11,000 |
0 |
|
| BARTLETT & CO. LLC |
972 |
- |
2023-12-31 |
195 |
$10,000 |
0 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
926 |
- |
2024-03-31 |
195 |
$9,000 |
0 |
|
| SOA Wealth Advisors LLC. |
560 |
- |
2024-03-31 |
177 |
$8,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2439 |
- |
2024-03-31 |
180 |
$8,000 |
0 |
|
| Glassman Wealth Services |
174 |
- |
2024-03-31 |
150 |
$7,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2072 |
- |
2023-12-31 |
120 |
$6,000 |
0 |
|
| Retirement Group LLC |
542 |
- |
2024-03-31 |
138 |
$6,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
935 |
- |
2023-12-31 |
87 |
$4,000 |
0 |
|
| Qube Research & Technologies Ltd |
3334 |
- |
2023-12-31 |
69 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
6632 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
40 Records found
|
1
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