|
Institutional
Holders
Total
Institutions:
|
152 1 |
|
Total
shares held :
|
7,313,345 |
|
% of shares
held :
|
10.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-278,141 |
|
% of shares
held change :
|
-0.4% |
|
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 |
PATTEN & PATTEN INC/TN |
106 |
*New |
2024-03-31 |
26,270 |
$2,492,000 |
26,270 |
|
Econ Financial Services Corp |
71 |
*New |
2024-03-31 |
6,444 |
$611,000 |
6,444 |
|
FLOW TRADERS U.S. LLC |
410 |
*New |
2024-03-31 |
6,257 |
$594,000 |
6,257 |
|
RAYMOND JAMES & ASSOCIATES |
3176 |
*New |
2024-03-31 |
4,096 |
$389,000 |
4,096 |
|
Significant Wealth Partners LLC |
111 |
*New |
2024-03-31 |
3,613 |
$343,000 |
3,613 |
|
IPG Investment Advisors LLC |
132 |
*New |
2024-03-31 |
2,743 |
$260,000 |
2,743 |
|
Beacon Pointe Advisors LLC |
1149 |
*New |
2024-03-31 |
2,606 |
$247,000 |
2,606 |
|
RMB CAPITAL MANAGEMENT LLC |
536 |
*New |
2024-03-31 |
2,349 |
$223,000 |
2,349 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1746 |
*New |
2024-03-31 |
1,229 |
$117,000 |
1,229 |
|
Future Financial Wealth Managment LLC |
237 |
*New |
2024-03-31 |
630 |
$60,000 |
630 |
|
Continuum Advisory LLC |
735 |
*New |
2024-03-31 |
262 |
$25,000 |
262 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
635 |
*New |
2023-12-31 |
159 |
$15,000 |
159 |
|
HANSON MCCLAIN, INC. |
1937 |
*New |
2024-03-31 |
143 |
$14,000 |
143 |
|
Coastal Capital Group Inc. |
549 |
*New |
2023-06-30 |
9 |
$1,000 |
9 |
|
|
14 Records found
|
1
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