|
Institutional
Holders
Total
Institutions:
|
34 1 |
|
Total
shares held :
|
3,601,796 |
|
% of shares
held :
|
11.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-423,820 |
|
% of shares
held change :
|
-1.35% |
|
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 |
Revolve Wealth Partners LLC |
3 |
- |
2024-03-31 |
1,130,762 |
$30,508,000 |
46,005 |
|
Ethos Financial Group LLC |
21 |
- |
2024-03-31 |
297,374 |
$8,023,000 |
18,365 |
|
Valley Financial Group Inc. |
9 |
- |
2024-03-31 |
167,640 |
$4,523,000 |
6,884 |
|
Kathmere Capital Management LLC |
47 |
- |
2024-03-31 |
120,630 |
$3,255,000 |
2,065 |
|
One Degree Advisors Inc |
25 |
- |
2024-03-31 |
67,414 |
$1,819,000 |
488 |
|
Warren Street Wealth Advisors LLC |
24 |
- |
2024-03-31 |
40,538 |
$1,094,000 |
1,691 |
|
LPL FINANCIAL CORP |
3104 |
- |
2024-03-31 |
38,154 |
$1,029,000 |
3,610 |
|
ROYAL BANK OF CANADA |
3314 |
- |
2024-03-31 |
23,097 |
$624,000 |
9,023 |
|
BAKER BOYER NATIONAL BANK |
62 |
- |
2024-03-31 |
14,503 |
$391,000 |
1,065 |
|
Kathleen S. Wright Associates Inc. |
81 |
- |
2024-03-31 |
14,419 |
$389,000 |
786 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1673 |
- |
2024-03-31 |
1,616 |
$43,000 |
228 |
|
Advisor Group Holdings Inc. |
5126 |
- |
2024-03-31 |
919 |
$25,000 |
22 |
|
Moisand Fitzgerald Tamayo LLC |
241 |
- |
2024-03-31 |
775 |
$21,000 |
285 |
|
|
13 Records found
|
1
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