|
Institutional
Holders
Total
Institutions:
|
27 12 |
|
Total
shares held :
|
7,770,883 |
|
% of shares
held :
|
90.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
223,456 |
|
% of shares
held change :
|
2.6% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
336 |
*New |
2024-03-31 |
319,821 |
$7,730,000 |
319,821 |
|
Envestnet Portfolio Solutions Inc. |
389 |
*New |
2024-03-31 |
193,894 |
$4,686,000 |
193,894 |
|
GeoWealth Management LLC |
249 |
*New |
2024-03-31 |
50,961 |
$1,232,000 |
50,961 |
|
Walkner Condon Financial Advisors LLC |
121 |
*New |
2024-03-31 |
29,407 |
$711,000 |
29,407 |
|
Hibernia Wealth Partners LLC |
32 |
*New |
2024-03-31 |
26,441 |
$639,000 |
26,441 |
|
Cetera Investment Advisers |
2493 |
*New |
2024-03-31 |
23,304 |
$563,000 |
23,304 |
|
RFG Advisory Group LLC |
482 |
*New |
2024-03-31 |
22,727 |
$549,000 |
22,727 |
|
HIGHTOWER ADVISORS, LLC |
2251 |
*New |
2024-03-31 |
20,708 |
$498,000 |
20,708 |
|
AXXCESS WEALTH MANAGEMENT LLC |
546 |
*New |
2024-03-31 |
19,676 |
$476,000 |
19,676 |
|
McNamara Financial Services Inc. |
54 |
*New |
2024-03-31 |
16,001 |
$387,000 |
16,001 |
|
Aveo Capital Partners LLC |
260 |
*New |
2024-03-31 |
15,767 |
$377,000 |
15,767 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
117 |
*New |
2024-03-31 |
15,472 |
$374,000 |
15,472 |
|
MULTIFINANCIAL SECURITIES CORP |
1979 |
*New |
2024-03-31 |
11,455 |
$277,000 |
11,455 |
|
RICHARDSON FINANCIAL SERVICES INC. |
138 |
*New |
2024-03-31 |
9,232 |
$223,000 |
9,232 |
|
Change Path LLC |
810 |
*New |
2024-03-31 |
9,176 |
$222,000 |
9,176 |
|
Balboa Wealth Partners |
208 |
*New |
2024-03-31 |
9,169 |
$222,000 |
9,169 |
|
CWM LLC |
1764 |
*New |
2024-03-31 |
4,901 |
$118,000 |
4,901 |
|
Global Financial Private Client LLC |
242 |
*New |
2024-03-31 |
3,959 |
$95,000 |
3,959 |
|
HARBOUR INVESTMENTS INC. |
1231 |
*New |
2023-12-31 |
3,238 |
$79,000 |
3,238 |
|
VisionPoint Advisory Group LLC |
234 |
*New |
2024-03-31 |
3,075 |
$74,000 |
3,075 |
|
Richard W. Paul & Associates LLC |
206 |
*New |
2024-03-31 |
2,785 |
$67,000 |
2,785 |
|
Castleview Partners LLC |
343 |
*New |
2024-03-31 |
2,228 |
$54,000 |
2,228 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2605 |
*New |
2024-03-31 |
375 |
$9,000 |
375 |
|
Aptus Capital Advisors LLC |
1051 |
*New |
2024-03-31 |
244 |
$6,000 |
244 |
|
COMERICA BANK |
3347 |
*New |
2024-03-31 |
153 |
$4,000 |
153 |
|
ROYAL BANK OF CANADA |
5954 |
*New |
2024-03-31 |
107 |
$3,000 |
107 |
|
FMR LLC |
4537 |
*New |
2024-03-31 |
84 |
$2,000 |
84 |
|
Covestor Ltd |
2198 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
|
28 Records found
|
1
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