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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
44  40 |
|
|
Total
shares held :
|
243,691 |
|
|
% of shares
held :
|
2.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
|
Amount
of shares held :
|
243,149 |
|
|
% of shares
held change :
|
2.7% |
|
| Quarter
Price vs. Current Price:
|
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|
Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
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N/A |
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|
Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Ramirez Asset Management Inc. |
84 |
*New |
2023-12-31 |
60,853 |
$1,956,000 |
60,853 |
|
| OAK ASSOCIATES LTD /OH/ |
102 |
*New |
2023-12-31 |
28,127 |
$900,000 |
28,127 |
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
207 |
*New |
2024-03-31 |
25,227 |
$759,000 |
25,227 |
|
| Mengis Capital Management Inc. |
|
*New |
2023-12-31 |
15,328 |
$491,000 |
15,328 |
|
| BEACH INVESTMENT COUNSEL INC/PA |
135 |
- |
2024-03-31 |
7,579 |
$243,000 |
30 |
|
| YOUSIF CAPITAL MANAGEMENT LLC |
1817 |
- |
2024-03-31 |
7,528 |
$227,000 |
0 |
|
| BARTLETT & CO. LLC |
|
*New |
2023-12-31 |
6,963 |
$220,000 |
6,963 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
6,963 |
$220,000 |
6,963 |
|
| RHUMBLINE ADVISERS |
|
*New |
2023-12-31 |
6,802 |
$218,000 |
6,802 |
|
| PATTEN & PATTEN INC/TN |
|
*New |
2023-12-31 |
6,527 |
$209,000 |
6,527 |
|
| BRISTOL JOHN W & CO INC /NY/ |
|
*New |
2023-12-31 |
5,264 |
$169,000 |
5,264 |
|
| TRUST CO OF VERMONT |
347 |
*New |
2023-12-31 |
3,149 |
$101,000 |
3,149 |
|
| Boit C F David |
|
*New |
2023-12-31 |
2,560 |
$85,000 |
2,560 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3023 |
*New |
2023-12-31 |
1,382 |
$44,000 |
1,382 |
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
|
*New |
2023-12-31 |
724 |
$23,000 |
724 |
|
| Atlantic Trust LLC |
|
*New |
2023-12-31 |
628 |
$18,000 |
628 |
|
| RFP Financial Group LLC |
299 |
*New |
2023-12-31 |
566 |
$18,000 |
566 |
|
| GAMMA Investing LLC |
1749 |
- |
2024-03-31 |
547 |
$16,000 |
36 |
|
| PARADIGM ASSET MANAGEMENT CO LLC/NY |
365 |
*New |
2023-12-31 |
485 |
$16,000 |
485 |
|
| S.A. Mason LLC |
292 |
- |
2024-03-31 |
548 |
$16,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1232 |
*New |
2023-12-31 |
304 |
$10,000 |
304 |
|
| Cassady Schiller Wealth Management LLC |
|
*New |
2023-12-31 |
174 |
$6,000 |
174 |
|
| ALPHAMARK ADVISORS LLC |
610 |
*New |
2024-03-31 |
140 |
$4,000 |
140 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
*New |
2023-12-31 |
130 |
$4,000 |
130 |
|
| DIVIDEND GROWTH ADVISORS LLC |
388 |
*New |
2023-12-31 |
121 |
$4,000 |
121 |
|
| WEST OAK CAPITAL LLC |
270 |
- |
2024-03-31 |
85 |
$3,000 |
0 |
|
| MOTCO |
|
*New |
2023-12-31 |
92 |
$3,000 |
92 |
|
| Private Ocean LLC |
451 |
*New |
2024-03-31 |
50 |
$2,000 |
50 |
|
| Heritage Wealth Advisors |
603 |
*New |
2023-12-31 |
77 |
$2,000 |
77 |
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
410 |
*New |
2023-12-31 |
70 |
$2,000 |
70 |
|
| FTB Advisors Inc. |
2098 |
- |
2024-03-31 |
32 |
$1,000 |
0 |
|
| Archer Investment Corp |
|
*New |
2023-12-31 |
17 |
$1,000 |
17 |
|
| Strategic Investment Solutions Inc. /IL |
609 |
*New |
2023-12-31 |
16 |
$1,000 |
16 |
|
| HORRELL CAPITAL MANAGEMENT INC |
218 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
| United Community Bank |
|
*New |
2023-12-31 |
40 |
$1,000 |
40 |
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
|
*New |
2023-12-31 |
46 |
$1,000 |
46 |
|
| FSA Wealth Management LLC |
566 |
*New |
2023-12-31 |
18 |
$1,000 |
18 |
|
| WETZEL INVESTMENT ADVISORS INC. |
978 |
- |
2024-03-31 |
12 |
$0 |
0 |
|
| Financial Gravity Wealth Inc. |
638 |
- |
2023-12-31 |
7 |
$0 |
0 |
|
| Coston McIsaac & Partners |
585 |
- |
2024-03-31 |
30 |
$0 |
0 |
|
| BEDDOW CAPITAL MANAGEMENT INC |
54 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,293 |
|
| NBT BANK N A /NY |
594 |
- |
2024-03-31 |
11 |
$0 |
0 |
|
| Byrne Asset Management LLC |
521 |
*Closed |
2024-03-31 |
0 |
$0 |
-4 |
|
| Douglas Lane & Associates LLC |
250 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,802 |
|
| TUCKER ASSET MANAGEMENT LLC |
1120 |
*New |
2023-12-31 |
6 |
$0 |
6 |
|
| ATLAS CAPITAL ADVISORS LLC |
885 |
*Closed |
2024-03-31 |
0 |
$0 |
-360 |
|
| STUDIO INVESTMENT MANAGEMENT LLC |
253 |
*New |
2023-12-31 |
8 |
$0 |
8 |
|
| Main Street Group LTD |
809 |
- |
2023-12-31 |
12 |
$0 |
0 |
|
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48 Records found
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1
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