|
Institutional
Holders
Total
Institutions:
|
51 7 |
|
Total
shares held :
|
5,144,544 |
|
% of shares
held :
|
57.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
1,711,119 |
|
% of shares
held change :
|
19.01% |
|
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 |
David Kennon Inc |
25 |
*New |
2024-03-31 |
14,990 |
$1,496,000 |
14,990 |
|
Cetera Investment Advisers |
2092 |
*New |
2024-03-31 |
9,591 |
$957,000 |
9,591 |
|
RMB CAPITAL MANAGEMENT LLC |
430 |
*New |
2024-03-31 |
4,999 |
$499,000 |
4,999 |
|
GOLDMAN SACHS GROUP INC/ |
4075 |
*New |
2024-03-31 |
3,290 |
$328,000 |
3,290 |
|
Congress Wealth Management LLC / DE / |
495 |
*New |
2024-03-31 |
3,263 |
$326,000 |
3,263 |
|
NORTHERN TRUST CORP |
3742 |
*New |
2024-03-31 |
3,000 |
$299,000 |
3,000 |
|
Capital Investment Advisory Services LLC |
423 |
*New |
2024-03-31 |
2,635 |
$263,000 |
2,635 |
|
Aptus Capital Advisors LLC |
661 |
*New |
2024-03-31 |
2,502 |
$250,000 |
2,502 |
|
Betterment LLC |
343 |
*New |
2024-03-31 |
2,253 |
$225,000 |
2,253 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2116 |
*New |
2024-03-31 |
2,169 |
$216,000 |
2,169 |
|
Watchman Group Inc. |
80 |
*New |
2024-03-31 |
2,126 |
$212,000 |
2,126 |
|
FTB Advisors Inc. |
898 |
*New |
2024-03-31 |
557 |
$56,000 |
557 |
|
Atlantic Trust Group LLC |
2124 |
*New |
2024-03-31 |
150 |
$15,000 |
150 |
|
Qube Research & Technologies Ltd |
3336 |
*New |
2024-03-31 |
58 |
$6,000 |
58 |
|
|
14 Records found
|
1
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