|
Institutional
Holders
Total
Institutions:
|
48 4 |
|
Total
shares held :
|
1,150,928 |
|
% of shares
held :
|
69.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
16,625 |
|
% of shares
held change :
|
1.01% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1237 |
- |
2024-03-31 |
486,635 |
$11,548,000 |
42,232 |
|
PFG Investments LLC |
62 |
- |
2024-03-31 |
224,815 |
$5,335,000 |
224,815 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
137 |
- |
2024-03-31 |
126,986 |
$3,013,000 |
4,960 |
|
UBS Group AG |
3051 |
- |
2024-03-31 |
76,375 |
$1,812,000 |
21,772 |
|
ALBION FINANCIAL GROUP /UT |
112 |
- |
2024-03-31 |
40,546 |
$962,000 |
3,500 |
|
Vontobel Holding Ltd. |
649 |
- |
2024-03-31 |
33,689 |
$799,000 |
2,192 |
|
Neumann Capital Management LLC |
72 |
- |
2024-03-31 |
27,600 |
$655,000 |
1,000 |
|
Perigon Wealth Management LLC |
598 |
- |
2024-03-31 |
16,320 |
$387,000 |
16 |
|
ENVESTNET ASSET MANAGEMENT INC |
3686 |
- |
2024-03-31 |
12,839 |
$305,000 |
1,002 |
|
Cetera Investment Advisers |
3038 |
- |
2024-03-31 |
12,342 |
$293,000 |
2,484 |
|
Rehmann Capital Advisory Group |
461 |
- |
2024-03-31 |
12,189 |
$289,000 |
545 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
135 |
- |
2024-03-31 |
11,900 |
$282,000 |
200 |
|
BANK OF AMERICA CORP /DE/ |
4738 |
- |
2024-03-31 |
11,300 |
$268,000 |
1,282 |
|
Genus Capital Management Inc. |
179 |
- |
2024-03-31 |
11,085 |
$263,000 |
11,085 |
|
Atria Wealth Solutions Inc. |
1677 |
- |
2024-03-31 |
10,328 |
$245,000 |
47 |
|
CREATIVE PLANNING |
2449 |
- |
2024-03-31 |
9,688 |
$230,000 |
579 |
|
First Pacific Financial |
117 |
- |
2024-03-31 |
8,715 |
$207,000 |
677 |
|
ROYAL BANK OF CANADA |
4806 |
- |
2024-03-31 |
2,840 |
$67,000 |
8 |
|
HARBOUR INVESTMENTS INC. |
1927 |
- |
2023-12-31 |
709 |
$17,000 |
6 |
|
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19 Records found
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1
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