|
Institutional
Holders
Total
Institutions:
|
271 15 |
|
Total
shares held :
|
41,239,660 |
|
% of shares
held :
|
45.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
170,688 |
|
% of shares
held change :
|
0.19% |
|
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 |
Northwest Capital Management Inc |
13 |
- |
2024-03-31 |
104,022 |
$5,154,000 |
0 |
|
ZAZOVE ASSOCIATES LLC |
4 |
- |
2024-03-31 |
100,000 |
$4,955,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
38 |
- |
2024-03-31 |
67,806 |
$3,352,000 |
0 |
|
YALE CAPITAL CORP |
133 |
- |
2024-03-31 |
57,110 |
$2,830,000 |
0 |
|
HBW Advisory Services LLC |
76 |
- |
2024-03-31 |
43,342 |
$2,143,000 |
0 |
|
BEESE FULMER INVESTMENT MANAGEMENT INC |
109 |
- |
2024-03-31 |
26,795 |
$1,328,000 |
0 |
|
DORSEY & WHITNEY TRUST CO LLC |
197 |
- |
2024-03-31 |
24,212 |
$1,200,000 |
0 |
|
Capstone Triton Financial Group LLC |
50 |
- |
2024-03-31 |
20,534 |
$1,017,000 |
0 |
|
KLINGENSTEIN FIELDS & CO LLC |
97 |
- |
2024-03-31 |
19,233 |
$953,000 |
0 |
|
TIAA TRUST NATIONAL ASSOCIATION |
359 |
- |
2024-03-31 |
18,469 |
$915,000 |
0 |
|
TIAA FSB |
340 |
- |
2023-06-30 |
18,469 |
$908,000 |
0 |
|
Peak Asset Management LLC |
86 |
- |
2024-03-31 |
14,418 |
$714,000 |
0 |
|
CUTLER INVESTMENT COUNSEL LLC |
84 |
- |
2024-03-31 |
13,766 |
$682,000 |
0 |
|
Financial Perspectives Inc |
69 |
- |
2024-03-31 |
11,017 |
$546,000 |
0 |
|
WEALTHSOURCE PARTNERS LLC |
329 |
- |
2023-12-31 |
9,660 |
$478,000 |
0 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
9,066 |
$448,000 |
0 |
|
Allegheny Financial Group LTD |
134 |
- |
2024-03-31 |
8,346 |
$414,000 |
0 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
118 |
- |
2023-12-31 |
8,200 |
$405,000 |
0 |
|
Parallel Advisors LLC |
601 |
- |
2024-03-31 |
7,925 |
$393,000 |
0 |
|
RMB CAPITAL MANAGEMENT LLC |
434 |
- |
2023-12-31 |
6,574 |
$325,000 |
0 |
|
DAVENPORT & CO LLC |
926 |
- |
2024-03-31 |
5,854 |
$290,000 |
0 |
|
ROUNDVIEW CAPITAL LLC |
291 |
- |
2024-03-31 |
5,598 |
$277,000 |
0 |
|
Integrys Wealth Advisors LLC |
129 |
- |
2024-03-31 |
5,000 |
$248,000 |
0 |
|
Intercontinental Wealth Advisors LLC |
286 |
- |
2023-06-30 |
5,000 |
$246,000 |
0 |
|
Pinnacle Wealth Management Advisory Group LLC |
325 |
- |
2024-03-31 |
4,250 |
$211,000 |
0 |
|
Investment Advisory Group LLC |
151 |
- |
2024-03-31 |
4,218 |
$209,000 |
0 |
|
Biechele Royce Advisors |
59 |
- |
2024-03-31 |
4,100 |
$204,000 |
0 |
|
ALLEN INVESTMENT MANAGEMENT LLC |
205 |
- |
2024-03-31 |
4,089 |
$203,000 |
0 |
|
Tradition Wealth Management LLC |
375 |
- |
2023-12-31 |
3,000 |
$148,000 |
0 |
|
Blume Capital Management Inc. |
118 |
- |
2024-03-31 |
2,819 |
$140,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1203 |
- |
2024-03-31 |
2,373 |
$118,000 |
0 |
|
LGT Financial Advisors LLC |
176 |
- |
2024-03-31 |
2,000 |
$99,000 |
0 |
|
Community Bank N.A. |
239 |
- |
2023-12-31 |
2,000 |
$99,000 |
0 |
|
AllSquare Wealth Management LLC |
159 |
- |
2024-03-31 |
1,811 |
$90,000 |
0 |
|
US BANCORP |
2675 |
- |
2024-03-31 |
1,000 |
$50,000 |
0 |
|
IFP Advisors Inc |
1833 |
- |
2023-12-31 |
446 |
$22,000 |
0 |
|
Hexagon Capital Partners LLC |
723 |
- |
2024-03-31 |
343 |
$17,000 |
0 |
|
Sound Income Strategies LLC |
655 |
- |
2024-03-31 |
306 |
$15,000 |
0 |
|
Farther Finance Advisors LLC |
1457 |
- |
2023-12-31 |
287 |
$14,000 |
0 |
|
Pinnacle Bank |
655 |
- |
2024-03-31 |
200 |
$10,000 |
0 |
|
JJJ Advisors Inc. |
703 |
- |
2024-03-31 |
181 |
$9,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
513 |
- |
2024-03-31 |
48 |
$2,000 |
0 |
|
Geneos Wealth Management Inc. |
1887 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
PROEQUITIES INC. |
6644 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
44 Records found
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1
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