|
Institutional
Holders
Total
Institutions:
|
82 18 |
|
Total
shares held :
|
12,088,450 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
Amount
of shares held :
|
5,368,330 |
|
% of shares
held change :
|
42.61% |
|
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 |
STEPHENS INC /AR/ |
139 |
*New |
2024-03-31 |
394,870 |
$11,428,000 |
394,870 |
|
EisnerAmper Wealth Management Corporate Benefits L |
15 |
*New |
2023-12-31 |
163,361 |
$4,684,000 |
163,361 |
|
PERSONAL CFO SOLUTIONS LLC |
29 |
*New |
2024-03-31 |
148,422 |
$4,295,000 |
148,422 |
|
Wallace Advisory Group LLC |
5 |
*New |
2024-03-31 |
125,689 |
$3,604,000 |
125,689 |
|
J P MORGAN CHASE & CO |
3745 |
*New |
2024-03-31 |
16,673 |
$483,000 |
16,673 |
|
PFG Investments LLC |
606 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
Consolidated Portfolio Review Corp |
177 |
*New |
2024-03-31 |
14,269 |
$413,000 |
14,269 |
|
ADVISORY SERVICES NETWORK, LLC |
1093 |
*New |
2024-03-31 |
11,814 |
$342,000 |
11,814 |
|
PRIVATE CLIENT SERVICES LLC |
90 |
*New |
2024-03-31 |
10,811 |
$313,000 |
10,811 |
|
Belpointe Asset Management LLC |
581 |
*New |
2024-03-31 |
10,420 |
$302,000 |
10,420 |
|
MORGAN STANLEY |
5887 |
*New |
2024-03-31 |
2,454 |
$71,000 |
2,454 |
|
HANSON MCCLAIN, INC. |
1478 |
*New |
2024-03-31 |
1,128 |
$33,000 |
1,128 |
|
VIMA LLC |
140 |
*New |
2024-03-31 |
1,089 |
$31,000 |
1,089 |
|
NBC SECURITIES INC. |
1657 |
*New |
2024-03-31 |
350 |
$11,000 |
350 |
|
Global Trust Asset Management LLC |
396 |
*New |
2024-03-31 |
100 |
$3,000 |
100 |
|
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15 Records found
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1
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