|
Institutional
Holders
Total
Institutions:
|
11 1 |
|
Total
shares held :
|
10,630,194 |
|
% of shares
held :
|
11.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,450,064 |
|
% of shares
held change :
|
1.61% |
|
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 |
ATRIA INVESTMENTS LLC |
3 |
- |
2024-03-31 |
5,599,635 |
$127,084,000 |
407,034 |
|
OneAscent Financial Services LLC |
2 |
- |
2024-03-31 |
3,363,763 |
$76,605,000 |
375,444 |
|
OneAscent Wealth Management LLC |
1 |
- |
2024-03-31 |
2,377,409 |
$54,142,000 |
164,191 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1155 |
- |
2024-03-31 |
103,863 |
$2,357,000 |
23,343 |
|
PATRON PARTNERS ADVISORS LLC |
19 |
- |
2024-03-31 |
73,839 |
$1,676,000 |
51,952 |
|
CITADEL ADVISORS LLC |
3622 |
- |
2024-03-31 |
24,490 |
$556,000 |
8,373 |
|
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6 Records found
|
1
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Page 1 of 1 |
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