|
Institutional
Holders
Total
Institutions:
|
231 16 |
|
Total
shares held :
|
41,357,542 |
|
% of shares
held :
|
45.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
91 |
|
Amount
of shares held :
|
1,673,024 |
|
% of shares
held change :
|
1.86% |
|
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 |
Petix & Botte Co |
56 |
*New |
2024-03-31 |
66,536 |
$1,530,000 |
66,536 |
|
Idaho Trust Bank |
60 |
*New |
2024-03-31 |
18,627 |
$428,000 |
18,627 |
|
Sequoia Financial Advisors LLC |
926 |
*New |
2024-03-31 |
11,239 |
$258,000 |
11,239 |
|
COLONY GROUP, LLC |
879 |
*New |
2024-03-31 |
11,454 |
$256,000 |
11,454 |
|
THEORY FINANCIAL LLC |
68 |
*New |
2024-03-31 |
10,883 |
$250,000 |
10,883 |
|
Centurion Wealth Management LLC |
157 |
*New |
2024-03-31 |
10,282 |
$236,000 |
10,282 |
|
My Legacy Advisors LLC |
198 |
*New |
2023-12-31 |
9,369 |
$217,000 |
9,369 |
|
JOURNEY STRATEGIC WEALTH LLC |
286 |
*New |
2024-03-31 |
8,794 |
$202,000 |
8,794 |
|
TD Waterhouse Canada Inc. |
785 |
*New |
2024-03-31 |
8,146 |
$185,000 |
8,146 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
279 |
*New |
2024-03-31 |
4,535 |
$104,000 |
4,535 |
|
Atlantic Trust Group LLC |
2288 |
*New |
2024-03-31 |
440 |
$10,000 |
440 |
|
Coppell Advisory Solutions LLC |
946 |
*New |
2023-12-31 |
401 |
$9,000 |
401 |
|
WOODMONT INVESTMENT COUNSEL LLC |
350 |
*New |
2024-03-31 |
195 |
$4,000 |
195 |
|
MATHER GROUP, INC. |
1436 |
*New |
2024-03-31 |
119 |
$3,000 |
119 |
|
Burleson & Company LLC |
335 |
*New |
2022-12-31 |
35 |
$1,000 |
35 |
|
BNP PARIBAS ARBITRAGE SA |
3054 |
*New |
2024-03-31 |
60 |
$1,000 |
60 |
|
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16 Records found
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1
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