|
Institutional
Holders
Total
Institutions:
|
63 4 |
|
Total
shares held :
|
8,789,462 |
|
% of shares
held :
|
14.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
-1,136,046 |
|
% of shares
held change :
|
-1.86% |
|
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 |
Inspire Advisors LLC |
2 |
- |
2024-03-31 |
3,000,852 |
$70,460,000 |
244,189 |
|
Ambassador Advisors LLC |
1 |
- |
2024-03-31 |
1,416,962 |
$33,270,000 |
4,664 |
|
Change Path LLC |
35 |
- |
2024-03-31 |
646,529 |
$15,180,000 |
13,687 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
18 |
- |
2024-03-31 |
512,434 |
$12,032,000 |
57,151 |
|
Bare Financial Services Inc |
3 |
- |
2024-03-31 |
356,369 |
$8,225,000 |
233,876 |
|
LVZ Advisors Inc. |
13 |
- |
2024-03-31 |
174,725 |
$4,103,000 |
8,015 |
|
ENVESTNET ASSET MANAGEMENT INC |
2209 |
- |
2024-03-31 |
149,249 |
$3,504,000 |
9,446 |
|
Legacy Wealth Asset Management LLC |
14 |
- |
2024-03-31 |
128,422 |
$3,015,000 |
4,515 |
|
LPL FINANCIAL CORP |
2302 |
- |
2024-03-31 |
107,450 |
$2,523,000 |
4,383 |
|
Cetera Investment Advisers |
1678 |
- |
2024-03-31 |
71,525 |
$1,679,000 |
25,874 |
|
Range Financial Group LLC |
33 |
- |
2024-03-31 |
68,766 |
$1,615,000 |
2,698 |
|
PFG FINANCIAL ADVISORS |
81 |
- |
2024-03-31 |
58,176 |
$1,366,000 |
1,602 |
|
Astoria Portfolio Advisors LLC. |
40 |
- |
2024-03-31 |
47,219 |
$1,090,000 |
9,534 |
|
Atria Wealth Solutions Inc. |
875 |
- |
2024-03-31 |
45,336 |
$1,068,000 |
1,276 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2061 |
- |
2024-03-31 |
41,842 |
$982,000 |
3,421 |
|
Sawtooth Asset Management Inc. |
487 |
- |
2023-12-31 |
36,525 |
$862,000 |
3,660 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2334 |
- |
2024-03-31 |
36,716 |
$862,000 |
1,102 |
|
OneAscent Financial Services LLC |
183 |
- |
2024-03-31 |
24,375 |
$572,000 |
10,149 |
|
Cyndeo Wealth Partners LLC |
264 |
- |
2024-03-31 |
20,369 |
$478,000 |
3,428 |
|
MML INVESTORS SERVICES LLC |
1886 |
- |
2024-03-31 |
17,887 |
$420,000 |
2,028 |
|
Advisory Alpha LLC |
243 |
- |
2024-03-31 |
17,493 |
$411,000 |
2,245 |
|
LifeGuide Financial Advisors LLC |
33 |
- |
2024-03-31 |
15,133 |
$355,000 |
688 |
|
TrueWealth Advisors LLC |
147 |
- |
2024-03-31 |
12,681 |
$298,000 |
183 |
|
Allen Capital Group LLC |
191 |
- |
2024-03-31 |
9,951 |
$234,000 |
9,951 |
|
ROYAL BANK OF CANADA |
4061 |
- |
2024-03-31 |
9,376 |
$220,000 |
15 |
|
HARBOUR INVESTMENTS INC. |
1478 |
- |
2023-12-31 |
1,978 |
$47,000 |
28 |
|
SUMMIT INVESTMENT ADVISORS INC |
2393 |
- |
2024-03-31 |
1,289 |
$30,000 |
6 |
|
MORGAN STANLEY |
6790 |
- |
2024-03-31 |
100 |
$2,000 |
100 |
|
|
28 Records found
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1
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