|
Institutional
Holders
Total
Institutions:
|
293 15 |
|
Total
shares held :
|
18,805,528 |
|
% of shares
held :
|
70.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
54 |
|
Amount
of shares held :
|
-1,691,063 |
|
% of shares
held change :
|
-6.36% |
|
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 |
PARTNERS CAPITAL INVESTMENT GROUP LLP |
44 |
*New |
2024-03-31 |
145,701 |
$8,373,000 |
145,701 |
|
PATHSTONE FAMILY OFFICE, LLC |
468 |
*New |
2023-09-30 |
40,759 |
$2,056,000 |
40,759 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
314 |
*New |
2024-03-31 |
24,107 |
$1,385,000 |
24,107 |
|
BANK OF NEW YORK MELLON CORP |
2995 |
*New |
2024-03-31 |
22,645 |
$1,301,000 |
22,645 |
|
Petix & Botte Co |
65 |
*New |
2024-03-31 |
18,198 |
$1,046,000 |
18,198 |
|
Portfolio Strategies Inc. |
44 |
*New |
2024-03-31 |
17,924 |
$1,030,000 |
17,924 |
|
Krilogy Financial LLC |
179 |
*New |
2024-03-31 |
10,496 |
$603,000 |
10,496 |
|
Copperleaf Capital LLC |
74 |
*New |
2024-03-31 |
5,758 |
$331,000 |
5,758 |
|
THOMPSON DAVIS & CO. INC. |
59 |
*New |
2024-03-31 |
5,576 |
$320,000 |
5,576 |
|
SAX WEALTH ADVISORS LLC |
143 |
*New |
2024-03-31 |
5,565 |
$320,000 |
5,565 |
|
MULTIFINANCIAL SECURITIES CORP |
1983 |
*New |
2024-03-31 |
4,776 |
$274,000 |
4,776 |
|
Idaho Trust Bank |
81 |
*New |
2024-03-31 |
4,445 |
$255,000 |
4,445 |
|
Financial Gravity Wealth Inc. |
96 |
*New |
2024-03-31 |
4,323 |
$248,000 |
4,323 |
|
HRT FINANCIAL LLC |
1556 |
*New |
2024-03-31 |
4,248 |
$244,000 |
4,248 |
|
Better Money Decisions LLC |
60 |
*New |
2024-03-31 |
4,168 |
$240,000 |
4,168 |
|
HALBERT, HARGROVE/RUSSELL LLC |
77 |
*New |
2024-03-31 |
3,819 |
$219,000 |
3,819 |
|
Gordian Advisors LLC |
27 |
*New |
2024-03-31 |
3,772 |
$217,000 |
3,772 |
|
Pathway Financial Advisors LLC |
156 |
*New |
2024-03-31 |
3,761 |
$216,000 |
3,761 |
|
Regis Acquisition Inc. |
37 |
*New |
2024-03-31 |
3,705 |
$213,000 |
3,705 |
|
Arbor Investment Advisors LLC |
111 |
*New |
2024-03-31 |
3,527 |
$203,000 |
3,527 |
|
Azimuth Capital Investment Management LLC |
304 |
*New |
2024-03-31 |
3,540 |
$203,000 |
3,540 |
|
Tanager Wealth Management LLP |
83 |
*New |
2024-03-31 |
3,505 |
$201,000 |
3,505 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
799 |
*New |
2024-03-31 |
2,565 |
$147,000 |
2,565 |
|
Atlantic Trust Group LLC |
1406 |
*New |
2024-03-31 |
1,730 |
$99,000 |
1,730 |
|
HM PAYSON & CO |
630 |
*New |
2023-12-31 |
732 |
$40,000 |
732 |
|
DAGCO INC. |
185 |
*New |
2024-03-31 |
160 |
$9,000 |
160 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1922 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
27 Records found
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1
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