|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
319,542 |
|
% of shares
held :
|
9.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
-3,949 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.91 |
|
Last
Quarter's Ending
Price :
|
$40.47 |
|
Last
Quarter's Average
Price :
|
$38.27 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.48 (9.08%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CREATIVE PLANNING |
2508 |
- |
2024-03-31 |
5,211 |
$214,000 |
0 |
|
Spire Wealth Management |
960 |
- |
2024-03-31 |
2,731 |
$112,000 |
0 |
|
TD Waterhouse Canada Inc. |
889 |
- |
2024-03-31 |
2,600 |
$106,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1570 |
- |
2024-03-31 |
1,450 |
$59,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2220 |
- |
2024-03-31 |
959 |
$39,000 |
0 |
|
CITIGROUP INC |
3868 |
- |
2024-03-31 |
885 |
$36,000 |
0 |
|
Cherry Tree Wealth Management LLC |
274 |
- |
2024-03-31 |
788 |
$32,000 |
0 |
|
Geneos Wealth Management Inc. |
1309 |
- |
2024-03-31 |
567 |
$23,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1080 |
- |
2024-03-31 |
300 |
$12,000 |
0 |
|
PROEQUITIES INC. |
1696 |
- |
2024-03-31 |
255 |
$10,000 |
0 |
|
CWM LLC |
3678 |
- |
2024-03-31 |
116 |
$5,000 |
0 |
|
Qube Research & Technologies Ltd |
3415 |
- |
2024-03-31 |
103 |
$4,000 |
0 |
|
J P MORGAN CHASE & CO |
5305 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
WELLS FARGO & CO/MN |
6868 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
14 Records found
|
1
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Page 1 of 1 |
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