|
Institutional
Holders
Total
Institutions:
|
99 1 |
|
Total
shares held :
|
12,782,247 |
|
% of shares
held :
|
64.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-248,462 |
|
% of shares
held change :
|
-1.25% |
|
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 |
BOLLARD GROUP LLC |
90 |
- |
2023-12-31 |
63,913 |
$1,658,000 |
0 |
|
AlphaCore Capital LLC |
81 |
- |
2023-12-31 |
52,400 |
$1,375,000 |
0 |
|
Investment Partners Asset Management Inc. |
71 |
- |
2024-03-31 |
17,843 |
$499,000 |
0 |
|
Atria Wealth Solutions Inc. |
1206 |
- |
2023-12-31 |
18,700 |
$491,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1944 |
- |
2024-03-31 |
10,050 |
$281,000 |
0 |
|
Baird Financial Group Inc. |
1617 |
- |
2023-12-31 |
8,322 |
$216,000 |
0 |
|
UMB BANK N A/MO |
588 |
- |
2024-03-31 |
6,575 |
$184,000 |
0 |
|
HANSON MCCLAIN, INC. |
833 |
- |
2024-03-31 |
5,970 |
$167,000 |
0 |
|
AYRSHIRE ASSOCIATES INC |
236 |
- |
2023-12-31 |
4,330 |
$113,000 |
0 |
|
Blume Capital Management Inc. |
137 |
- |
2024-03-31 |
3,944 |
$110,000 |
0 |
|
CITIGROUP INC |
3392 |
- |
2024-03-31 |
3,626 |
$101,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
361 |
- |
2024-03-31 |
2,505 |
$70,000 |
0 |
|
Koesten Hirschmann & Crabtree INC. |
66 |
- |
2023-12-31 |
1,910 |
$50,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1000 |
- |
2024-03-31 |
630 |
$18,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
974 |
- |
2024-03-31 |
600 |
$17,000 |
0 |
|
Salomon & Ludwin LLC |
510 |
- |
2024-03-31 |
500 |
$14,000 |
0 |
|
Westside Investment Management Inc. |
615 |
- |
2024-03-31 |
279 |
$8,000 |
0 |
|
FTB Advisors Inc. |
1863 |
- |
2024-03-31 |
141 |
$4,000 |
0 |
|
Goss Wealth Management LLC |
3230 |
- |
2023-12-31 |
120 |
$3,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
1042 |
- |
2024-03-31 |
75 |
$2,000 |
0 |
|
PROEQUITIES INC. |
9501 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
21 Records found
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1
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