| |
Institutional
Holders
Total
Institutions:
 |
157  10 |
|
|
Total
shares held :
|
14,494,819 |
|
|
% of shares
held :
|
90.04% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
30 |
|
|
Amount
of shares held :
|
1,332,634 |
|
|
% of shares
held change :
|
8.28% |
|
| 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 |
  GeoWealth Management LLC |
11 |
*New |
2024-03-31 |
931,864 |
$44,813,000 |
931,864 |
|
| Bridgeworth LLC |
|
*New |
2023-12-31 |
12,548 |
$609,000 |
12,548 |
|
| J.W. COLE ADVISORS INC. |
591 |
*New |
2024-03-31 |
8,325 |
$400,000 |
8,325 |
|
| Simplicity WealthLLC |
839 |
*New |
2024-03-31 |
7,822 |
$376,000 |
7,822 |
|
| GOLDMAN SACHS GROUP INC/ |
4067 |
*New |
2024-03-31 |
6,917 |
$333,000 |
6,917 |
|
| Paul Damon & Associates Inc. |
52 |
*New |
2024-03-31 |
6,479 |
$312,000 |
6,479 |
|
| CVA Family Office LLC |
250 |
*New |
2024-03-31 |
4,125 |
$198,000 |
4,125 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
762 |
*New |
2024-03-31 |
3,562 |
$171,000 |
3,562 |
|
| UBS Group AG |
5315 |
*New |
2024-03-31 |
1,014 |
$49,000 |
1,014 |
|
| Parallel Advisors LLC |
1926 |
*New |
2024-03-31 |
461 |
$22,000 |
461 |
|
| HOWE & RUSLING INC |
328 |
*New |
2024-03-31 |
323 |
$16,000 |
323 |
|
|
11 Records found
|
1
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