| |
Institutional
Holders
Total
Institutions:
 |
70  67 |
|
|
Total
shares held :
|
2,183,014 |
|
|
% of shares
held :
|
24.26% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
67 |
|
|
Amount
of shares held :
|
2,063,930 |
|
|
% of shares
held change :
|
22.93% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
  Pathstone Holdings LLC |
653 |
*New |
2024-03-31 |
114,194 |
$3,491,000 |
114,194 |
|
| RAYMOND JAMES & ASSOCIATES |
1924 |
*New |
2024-03-31 |
94,296 |
$2,880,000 |
94,296 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1721 |
*New |
2024-03-31 |
54,844 |
$1,675,000 |
54,844 |
|
| Atria Wealth Solutions Inc. |
1091 |
*New |
2024-03-31 |
22,384 |
$684,000 |
22,384 |
|
| Evergreen Private Wealth LLC |
58 |
*New |
2024-03-31 |
11,905 |
$364,000 |
11,905 |
|
| HOYLECOHEN LLC |
231 |
*New |
2024-03-31 |
10,460 |
$319,000 |
10,460 |
|
| Sigma Planning Corp |
945 |
*New |
2024-03-31 |
9,936 |
$303,000 |
9,936 |
|
| Modern Wealth Management LLC |
292 |
*New |
2024-03-31 |
7,973 |
$238,000 |
7,973 |
|
| PROSPERA FINANCIAL SERVICES |
936 |
*New |
2023-12-31 |
8,630 |
$236,000 |
8,630 |
|
| HIGHTOWER ADVISORS, LLC |
2859 |
*New |
2024-03-31 |
7,306 |
$225,000 |
7,306 |
|
| MULTIFINANCIAL SECURITIES CORP |
2133 |
*New |
2024-03-31 |
7,348 |
$224,000 |
7,348 |
|
| Main Street Financial Solutions LLC |
475 |
*New |
2024-03-31 |
7,126 |
$218,000 |
7,126 |
|
| PINNACLE ASSOCIATES LTD |
784 |
*New |
2024-03-31 |
6,903 |
$211,000 |
6,903 |
|
| JANE STREET GROUP LLC |
4696 |
*New |
2024-03-31 |
6,845 |
$209,000 |
6,845 |
|
| CAPTRUST FINANCIAL ADVISORS |
1972 |
*New |
2024-03-31 |
6,773 |
$207,000 |
6,773 |
|
| KING WEALTH MANAGEMENT GROUP, LLC |
137 |
*New |
2024-03-31 |
6,695 |
$204,000 |
6,695 |
|
| Sound Income Strategies LLC |
213 |
*New |
2024-03-31 |
6,618 |
$202,000 |
6,618 |
|
| Atlantic Trust Group LLC |
1528 |
*New |
2024-03-31 |
2,297 |
$70,000 |
2,297 |
|
| Salomon & Ludwin LLC |
366 |
*New |
2024-03-31 |
1,520 |
$46,000 |
1,520 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
781 |
*New |
2024-03-31 |
1,312 |
$40,000 |
1,312 |
|
| CWM LLC |
2488 |
*New |
2024-03-31 |
1,196 |
$37,000 |
1,196 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
|
*New |
2023-12-31 |
844 |
$23,000 |
844 |
|
| LifeSteps Financial Inc. |
223 |
*New |
2024-03-31 |
721 |
$22,000 |
721 |
|
| HARBOUR INVESTMENTS INC. |
1829 |
*New |
2023-12-31 |
800 |
$22,000 |
800 |
|
| Continuum Advisory LLC |
845 |
*New |
2024-03-31 |
472 |
$14,000 |
472 |
|
| MATHER GROUP, INC. |
1197 |
*New |
2024-03-31 |
384 |
$10,000 |
384 |
|
| PROEQUITIES INC. |
2466 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6247 |
*New |
2024-03-31 |
9 |
$0 |
9 |
|
|
28 Records found
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1
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