|
Institutional
Holders
Total
Institutions:
|
158 4 |
|
Total
shares held :
|
7,087,038 |
|
% of shares
held :
|
7.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-30,595 |
|
% of shares
held change :
|
-0.03% |
|
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 |
Thrive Capital Management LLC |
5 |
*New |
2024-03-31 |
373,124 |
$9,204,000 |
373,124 |
|
Oakmont Partners LLC |
312 |
*New |
2024-03-31 |
46,010 |
$1,369,000 |
46,010 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
334 |
*New |
2024-03-31 |
26,842 |
$799,000 |
26,842 |
|
MARINER WEALTH ADVISORS, LLC |
1670 |
*New |
2024-03-31 |
26,771 |
$796,000 |
26,771 |
|
Spire Wealth Management |
460 |
*New |
2024-03-31 |
21,377 |
$636,000 |
21,377 |
|
Owen LaRue LLC |
42 |
*New |
2024-03-31 |
21,252 |
$632,000 |
21,252 |
|
Sterling Investment Counsel LLC |
65 |
*New |
2024-03-31 |
21,138 |
$629,000 |
21,138 |
|
Joseph P. Lucia & Associates LLC |
81 |
*New |
2024-03-31 |
13,697 |
$407,000 |
13,697 |
|
Intrepid Financial Planning Group LLC |
88 |
*New |
2024-03-31 |
12,037 |
$358,000 |
12,037 |
|
Stratos Wealth Partners LTD. |
1014 |
*New |
2024-03-31 |
11,847 |
$352,000 |
11,847 |
|
Joel Isaacson & Co. LLC |
258 |
*New |
2024-03-31 |
11,523 |
$343,000 |
11,523 |
|
Integrated Wealth Concepts LLC |
1263 |
*New |
2024-03-31 |
10,909 |
$325,000 |
10,909 |
|
HRT FINANCIAL LLC |
1423 |
*New |
2024-03-31 |
10,904 |
$324,000 |
10,904 |
|
Atria Wealth Solutions Inc. |
1510 |
*New |
2024-03-31 |
10,647 |
$317,000 |
10,647 |
|
Atlantic Trust Group LLC |
1015 |
*New |
2024-03-31 |
8,941 |
$265,000 |
8,941 |
|
MCCORMACK ADVISORS INTERNATIONAL |
1009 |
*New |
2024-03-31 |
7,100 |
$211,000 |
7,100 |
|
H D Vest Advisory Services |
1508 |
*New |
2024-03-31 |
7,046 |
$210,000 |
7,046 |
|
Fernwood Investment Management LLC |
289 |
*New |
2024-03-31 |
2,650 |
$79,000 |
2,650 |
|
FRG Family Wealth Advisors LLC |
199 |
*New |
2024-03-31 |
2,185 |
$61,000 |
2,185 |
|
BALDWIN BROTHERS INC/MA |
344 |
*New |
2024-03-31 |
2,000 |
$60,000 |
2,000 |
|
Banque Cantonale Vaudoise |
761 |
*New |
2024-03-31 |
1,926 |
$57,000 |
1,926 |
|
GLENMEDE TRUST CO NA |
1266 |
*New |
2024-03-31 |
1,740 |
$52,000 |
1,740 |
|
Capital Investment Advisory Services LLC |
813 |
*New |
2024-03-31 |
327 |
$10,000 |
327 |
|
Ronald Blue Trust Inc. |
1728 |
*New |
2024-03-31 |
91 |
$3,000 |
91 |
|
|
24 Records found
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1
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