|
Institutional
Holders
Total
Institutions:
|
11 1 |
|
Total
shares held :
|
277,577 |
|
% of shares
held :
|
30.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-24,222 |
|
% of shares
held change :
|
-2.69% |
|
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 |
FULTON BANK, N.A. |
6 |
- |
2024-03-31 |
238,820 |
$42,319,000 |
-2,655 |
|
Garde Capital Inc. |
22 |
- |
2023-12-31 |
84,678 |
$13,549,000 |
-6,282 |
|
Grey Fox Wealth Advisors LLC |
23 |
- |
2024-03-31 |
10,676 |
$1,892,000 |
207 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
198 |
- |
2024-03-31 |
4,823 |
$855,000 |
-88 |
|
NORTH STAR ASSET MANAGEMENT INC |
170 |
- |
2023-12-31 |
5,232 |
$837,000 |
-64 |
|
BRAUN STACEY ASSOCIATES INC |
|
- |
2023-12-31 |
3,662 |
$586,000 |
157 |
|
Ethos Financial Group LLC |
132 |
*New |
2023-12-31 |
8,947 |
$437,000 |
8,947 |
|
Fifth Third Wealth Advisors LLC |
168 |
*New |
2024-03-31 |
2,161 |
$383,000 |
2,161 |
|
GOFEN & GLOSSBERG LLC /IL/ |
402 |
- |
2022-12-31 |
2,745 |
$301,000 |
1 |
|
ARVEST TRUST CO N A |
|
- |
2023-12-31 |
1,473 |
$236,000 |
1,473 |
|
Strategic Investment Solutions Inc. /IL |
147 |
- |
2023-12-31 |
751 |
$120,000 |
-35,545 |
|
ORG Partners LLC |
489 |
- |
2023-12-31 |
267 |
$43,000 |
0 |
|
Main Street Group LTD |
327 |
- |
2023-12-31 |
140 |
$22,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
782 |
- |
2023-12-31 |
11 |
$2,000 |
0 |
|
PSI Advisors LLC |
792 |
*Closed |
2024-03-31 |
0 |
$0 |
-250 |
|
|
15 Records found
|
1
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Page 1 of 1 |
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