|
Institutional
Holders
Total
Institutions:
|
26 5 |
|
Total
shares held :
|
2,156,674 |
|
% of shares
held :
|
3.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
-3,778,525 |
|
% of shares
held change :
|
-6.07% |
|
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 |
Heartwood Wealth Advisors LLC |
17 |
- |
2024-03-31 |
574,516 |
$16,916,000 |
114,001 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
813 |
- |
2024-03-31 |
328,235 |
$9,665,000 |
63,652 |
|
Cassia Capital Partners LLC |
11 |
- |
2024-03-31 |
100,323 |
$2,954,000 |
25,438 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1344 |
- |
2024-03-31 |
26,229 |
$772,000 |
13,972 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3362 |
- |
2024-03-31 |
17,916 |
$528,000 |
1,116 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3215 |
- |
2024-03-31 |
10,445 |
$308,000 |
1,021 |
|
CWM LLC |
1328 |
- |
2024-03-31 |
9,927 |
$292,000 |
1,070 |
|
COMERICA BANK |
2403 |
- |
2024-03-31 |
5,060 |
$149,000 |
683 |
|
HARBOUR INVESTMENTS INC. |
1568 |
- |
2023-12-31 |
1,395 |
$39,000 |
677 |
|
Glassman Wealth Services |
144 |
- |
2024-03-31 |
593 |
$17,000 |
346 |
|
AdvisorNet Financial Inc |
1203 |
- |
2024-03-31 |
450 |
$13,000 |
200 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|