| |
Institutional
Holders
Total
Institutions:
 |
24  2 |
|
|
Total
shares held :
|
2,115,686 |
|
|
% of shares
held :
|
23.51% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
-87,898 |
|
|
% of shares
held change :
|
-0.98% |
|
| 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 |
  Beaumont Financial Advisors LLC |
36 |
- |
2024-06-30 |
400,064 |
$10,470,000 |
-10,648 |
|
| Aptus Capital Advisors LLC |
146 |
- |
2024-06-30 |
248,390 |
$6,500,000 |
-3,472 |
|
| Baird Financial Group Inc. |
600 |
- |
2024-06-30 |
246,162 |
$6,442,000 |
-77,304 |
|
| FORTEM FINANCIAL GROUP LLC |
22 |
- |
2024-06-30 |
97,943 |
$2,563,000 |
-4,733 |
|
| MCMILLION CAPITAL MANAGEMENT INC |
24 |
- |
2023-06-30 |
63,600 |
$1,484,000 |
-2,000 |
|
| GREENWICH WEALTH MANAGEMENT LLC |
116 |
- |
2024-06-30 |
35,042 |
$917,000 |
-580 |
|
| CI Private Wealth LLC |
1402 |
- |
2024-06-30 |
30,930 |
$809,000 |
-25,269 |
|
| Cambridge Advisors Inc. |
86 |
- |
2024-06-30 |
29,608 |
$775,000 |
-245 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
219 |
- |
2024-06-30 |
18,452 |
$483,000 |
-332 |
|
| Parallel Advisors LLC |
1825 |
- |
2024-06-30 |
1,000 |
$26,000 |
-200 |
|
| UBS Group AG |
7888 |
- |
2024-06-30 |
2 |
$0 |
-271 |
|
|
11 Records found
|
1
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