|
Institutional
Holders
Total
Institutions:
|
244 2 |
|
Total
shares held :
|
41,754,709 |
|
% of shares
held :
|
26.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
6,287,161 |
|
% of shares
held change :
|
3.93% |
|
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 |
Procyon Private Wealth Partners LLC |
20 |
*New |
2024-03-31 |
450,899 |
$12,111,000 |
450,899 |
|
RETIREMENT CAPITAL STRATEGIES |
11 |
*New |
2024-03-31 |
201,944 |
$5,424,000 |
201,944 |
|
FOCUS Wealth Advisors LLC |
31 |
*New |
2024-03-31 |
67,251 |
$1,806,000 |
67,251 |
|
Sierra Capital LLC |
75 |
*New |
2024-03-31 |
31,185 |
$838,000 |
31,185 |
|
DAVIDSON D A & CO |
808 |
*New |
2024-03-31 |
29,150 |
$783,000 |
29,150 |
|
TriaGen Wealth Management LLC |
81 |
*New |
2024-03-31 |
24,779 |
$666,000 |
24,779 |
|
HARTLINE INVESTMENT CORP/ |
192 |
*New |
2024-03-31 |
21,183 |
$569,000 |
21,183 |
|
Addison Capital Co |
71 |
*New |
2024-03-31 |
20,301 |
$545,000 |
20,301 |
|
TOWNSQUARE CAPITAL LLC |
879 |
*New |
2024-03-31 |
16,689 |
$448,000 |
16,689 |
|
Copperleaf Capital LLC |
72 |
*New |
2024-03-31 |
12,765 |
$343,000 |
12,765 |
|
MONEY CONCEPTS CAPITAL CORP |
325 |
*New |
2024-03-31 |
12,449 |
$334,000 |
12,449 |
|
BROWN ADVISORY HOLDINGS INC |
1043 |
*New |
2024-03-31 |
12,341 |
$331,000 |
12,341 |
|
PROSPERA FINANCIAL SERVICES |
935 |
*New |
2023-12-31 |
8,948 |
$236,000 |
8,948 |
|
Balanced Rock Investment Advisor |
83 |
*New |
2024-03-31 |
8,194 |
$220,000 |
8,194 |
|
LINCOLN NATIONAL CORP |
1113 |
*New |
2024-03-31 |
7,689 |
$207,000 |
7,689 |
|
SigFig Wealth Management LLC |
127 |
*New |
2024-03-31 |
7,508 |
$202,000 |
7,508 |
|
Continuum Advisory LLC |
422 |
*New |
2024-03-31 |
5,404 |
$143,000 |
5,404 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
231 |
*New |
2024-03-31 |
2,900 |
$78,000 |
2,900 |
|
WASHINGTON TRUST CO |
670 |
*New |
2024-03-31 |
317 |
$9,000 |
317 |
|
TD Waterhouse Canada Inc. |
1600 |
*New |
2024-03-31 |
115 |
$3,000 |
115 |
|
|
20 Records found
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1
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