|
Institutional
Holders
Total
Institutions:
|
40 1 |
|
Total
shares held :
|
2,937,435 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
251,132 |
|
% of shares
held change :
|
5.98% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.65 |
|
Last
Quarter's Ending
Price :
|
$22.36 |
|
Last
Quarter's Average
Price :
|
$22.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.25 (1.13%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Checchi Capital Advisers LLC |
26 |
- |
2024-03-31 |
592,895 |
$13,260,000 |
7,008 |
|
Tanager Wealth Management LLP |
15 |
- |
2024-03-31 |
537,742 |
$12,026,000 |
42,658 |
|
Peak Financial Management Inc. |
17 |
- |
2024-03-31 |
341,199 |
$7,631,000 |
5,367 |
|
Integrated Wealth Concepts LLC |
229 |
- |
2024-03-31 |
279,508 |
$6,251,000 |
15,155 |
|
LPL FINANCIAL CORP |
1914 |
- |
2024-03-31 |
185,313 |
$4,144,000 |
27,986 |
|
WELLS FARGO & CO/MN |
2130 |
- |
2024-03-31 |
172,203 |
$3,851,000 |
23,078 |
|
MORGAN STANLEY |
4598 |
- |
2024-03-31 |
66,612 |
$1,490,000 |
32,103 |
|
Walkner Condon Financial Advisors LLC |
82 |
- |
2024-03-31 |
55,679 |
$1,245,000 |
5,985 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2196 |
- |
2024-03-31 |
46,471 |
$1,039,000 |
2,956 |
|
Private Advisor Group LLC |
1239 |
- |
2024-03-31 |
37,678 |
$843,000 |
1,001 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2012 |
- |
2024-03-31 |
30,876 |
$691,000 |
16,225 |
|
ROYAL BANK OF CANADA |
3316 |
- |
2024-03-31 |
27,633 |
$618,000 |
6,671 |
|
UBS Group AG |
4015 |
- |
2024-03-31 |
24,230 |
$542,000 |
10,900 |
|
Vontobel Holding Ltd. |
781 |
- |
2023-12-31 |
23,127 |
$533,000 |
54 |
|
Millington Financial Advisors LLC |
70 |
- |
2024-03-31 |
11,761 |
$263,000 |
1,070 |
|
Ausdal Financial Partners Inc. |
411 |
- |
2024-03-31 |
10,610 |
$237,000 |
899 |
|
|
16 Records found
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1
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