| |
Institutional
Holders
Total
Institutions:
 |
24  4 |
|
|
Total
shares held :
|
700,566 |
|
|
% of shares
held :
|
7.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
95,071 |
|
|
% of shares
held change :
|
1.06% |
|
| 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 |
  RPOA Advisors Inc. |
2 |
- |
2024-03-31 |
3,871,048 |
$383,543,000 |
26,052 |
|
| BANK OF NEW YORK MELLON CORP |
1113 |
- |
2024-03-31 |
440,403 |
$43,635,000 |
24,093 |
|
| DFPG INVESTMENTS INC. |
22 |
- |
2023-12-31 |
144,577 |
$12,743,000 |
9,917 |
|
| Integrated Wealth Concepts LLC |
272 |
- |
2024-03-31 |
47,135 |
$4,670,000 |
1,807 |
|
| Geneos Wealth Management Inc. |
207 |
- |
2024-03-31 |
26,453 |
$2,621,000 |
2,924 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3470 |
- |
2024-03-31 |
4,603 |
$456,000 |
121 |
|
| TOWNSQUARE CAPITAL LLC |
1008 |
- |
2024-03-31 |
2,980 |
$295,000 |
311 |
|
| MORGAN STANLEY |
5412 |
- |
2024-03-31 |
2,706 |
$268,000 |
600 |
|
| BANK OF AMERICA CORP /DE/ |
4770 |
- |
2024-03-31 |
2,571 |
$255,000 |
491 |
|
| LPL FINANCIAL CORP |
4266 |
- |
2024-03-31 |
2,441 |
$242,000 |
2,441 |
|
| FMR LLC |
3473 |
- |
2024-03-31 |
451 |
$45,000 |
304 |
|
|
11 Records found
|
1
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Page 1 of 1 |
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