| |
Institutional
Holders
Total
Institutions:
 |
37  0 |
|
|
Total
shares held :
|
328,103 |
|
|
% of shares
held :
|
3.65% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
-158,327 |
|
|
% of shares
held change :
|
 -1.76% |
|
| 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 |
  Linker Capital Management Inc. |
1 |
- |
2023-06-30 |
50,659 |
$20,800,000 |
176 |
|
| PARTNERS CAPITAL INVESTMENT GROUP LLP |
34 |
- |
2023-12-31 |
45,599 |
$20,063,000 |
21,777 |
|
| Garde Capital Inc. |
33 |
- |
2023-12-31 |
19,553 |
$8,603,000 |
159 |
|
| ENCOMPASS WEALTH ADVISORS LLC |
23 |
- |
2023-12-31 |
4,870 |
$2,143,000 |
20 |
|
| CARRET ASSET MANAGEMENT |
105 |
- |
2024-03-31 |
3,714 |
$1,801,000 |
8 |
|
| NORTHSTAR ASSET MANAGEMENT LLC |
59 |
- |
2024-03-31 |
2,982 |
$1,446,000 |
3 |
|
| BRAUN STACEY ASSOCIATES INC |
99 |
- |
2024-03-31 |
2,470 |
$1,197,000 |
8 |
|
| PAUL A. VIOLICH INC |
63 |
- |
2024-03-31 |
2,057 |
$997,000 |
462 |
|
| DIVIDEND GROWTH ADVISORS LLC |
89 |
- |
2023-12-31 |
1,469 |
$646,000 |
6 |
|
| Grey Fox Wealth Advisors LLC |
50 |
- |
2024-03-31 |
1,181 |
$572,000 |
8 |
|
|
10 Records found
|
1
|
Page 1 of 1 |
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