|
Institutional
Holders
Total
Institutions:
|
77 1 |
|
Total
shares held :
|
4,369,877 |
|
% of shares
held :
|
48.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
759,594 |
|
% of shares
held change :
|
8.44% |
|
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 |
Financial Network Wealth Management LLC |
9 |
*New |
2024-03-31 |
165,815 |
$8,315,000 |
165,815 |
|
Capital Analysts Inc. |
252 |
*New |
2024-03-31 |
18,408 |
$932,000 |
18,408 |
|
SAX WEALTH ADVISORS LLC |
85 |
*New |
2024-03-31 |
15,750 |
$798,000 |
15,750 |
|
MULTIFINANCIAL SECURITIES CORP |
1454 |
*New |
2024-03-31 |
12,282 |
$622,000 |
12,282 |
|
Change Path LLC |
624 |
*New |
2024-03-31 |
8,208 |
$416,000 |
8,208 |
|
Per Stirling Capital Management LLC. |
196 |
*New |
2024-03-31 |
5,743 |
$291,000 |
5,743 |
|
Zhang Financial LLC |
247 |
*New |
2024-03-31 |
4,544 |
$230,000 |
4,544 |
|
USAdvisors Wealth Management LLC |
122 |
*New |
2024-03-31 |
4,327 |
$219,000 |
4,327 |
|
Good Life Advisors LLC |
422 |
*New |
2024-03-31 |
4,147 |
$210,000 |
4,147 |
|
Chicago Capital LLC |
283 |
*New |
2024-03-31 |
4,090 |
$207,000 |
4,090 |
|
ZACKS INVESTMENT MANAGEMENT |
599 |
*New |
2024-03-31 |
4,063 |
$206,000 |
4,063 |
|
HORIZON FINANCIAL SERVICES LLC |
150 |
*New |
2024-03-31 |
113 |
$6,000 |
113 |
|
FTB Advisors Inc. |
2234 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
J P MORGAN CHASE & CO |
5917 |
*New |
2024-03-31 |
367 |
$0 |
367 |
|
|
14 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|