|
Institutional
Holders
Total
Institutions:
|
22 1 |
|
Total
shares held :
|
7,166,161 |
|
% of shares
held :
|
20.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
411,103 |
|
% of shares
held change :
|
1.17% |
|
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 |
HALBERT, HARGROVE/RUSSELL LLC |
7 |
- |
2024-03-31 |
2,947,992 |
$109,253,000 |
42,640 |
|
SYM FINANCIAL CORPORATION |
2 |
- |
2024-03-31 |
2,107,650 |
$78,110,000 |
36,566 |
|
WJ Interests LLC |
3 |
- |
2024-03-31 |
703,275 |
$26,063,000 |
24,969 |
|
CWM LLC |
190 |
- |
2024-03-31 |
572,568 |
$21,219,000 |
42,644 |
|
Resources Investment Advisors Inc. |
82 |
- |
2024-03-31 |
445,950 |
$16,527,000 |
3,884 |
|
Wealthcare Advisory Partners LLC |
67 |
- |
2024-03-31 |
223,252 |
$8,274,000 |
124,329 |
|
Professional Financial Advisors LLC |
7 |
- |
2024-03-31 |
213,736 |
$7,921,000 |
73,410 |
|
JANE STREET GROUP LLC |
1365 |
- |
2024-03-31 |
121,927 |
$4,519,000 |
96,293 |
|
LPL FINANCIAL CORP |
2114 |
- |
2024-03-31 |
85,916 |
$3,184,000 |
8,883 |
|
AQR CAPITAL MANAGEMENT LLC |
1472 |
- |
2024-03-31 |
46,845 |
$1,736,000 |
10,090 |
|
Fermata Advisors LLC |
65 |
- |
2024-03-31 |
34,537 |
$1,280,000 |
880 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2192 |
- |
2024-03-31 |
28,112 |
$1,042,000 |
1,099 |
|
Leading Edge Financial Planning LLC |
25 |
- |
2024-03-31 |
24,310 |
$901,000 |
15,679 |
|
OLD MISSION CAPITAL LLC |
502 |
- |
2024-03-31 |
17,285 |
$641,000 |
17,285 |
|
Advisor Group Holdings Inc. |
2877 |
- |
2024-03-31 |
14,125 |
$523,000 |
269 |
|
CARDIFF PARK ADVISORS LLC |
285 |
- |
2024-03-31 |
2,825 |
$105,000 |
58 |
|
MORGAN STANLEY |
6286 |
- |
2024-03-31 |
484 |
$18,000 |
483 |
|
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17 Records found
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1
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