|
Institutional
Holders
Total
Institutions:
|
41 0 |
|
Total
shares held :
|
6,750,216 |
|
% of shares
held :
|
75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
2,375,921 |
|
% of shares
held change :
|
26.4% |
|
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 |
J P MORGAN CHASE & CO |
641 |
- |
2024-03-31 |
3,000,378 |
$182,243,000 |
659,065 |
|
Quotient Wealth Partners LLC |
5 |
- |
2024-03-31 |
2,809,092 |
$170,624,000 |
513,694 |
|
MARINER WEALTH ADVISORS, LLC |
454 |
- |
2024-03-31 |
201,532 |
$12,241,000 |
2,303 |
|
Cyndeo Wealth Partners LLC |
81 |
- |
2024-03-31 |
75,972 |
$4,615,000 |
25,947 |
|
Signify Wealth |
9 |
- |
2024-03-31 |
52,370 |
$3,181,000 |
6,279 |
|
Platform Technology Partners |
44 |
- |
2023-12-31 |
28,163 |
$1,674,000 |
756 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1869 |
- |
2024-03-31 |
22,095 |
$1,342,000 |
274 |
|
Steward Partners Investment Advisory LLC |
1026 |
- |
2024-03-31 |
8,814 |
$535,000 |
327 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
257 |
- |
2024-03-31 |
8,748 |
$531,000 |
251 |
|
STIFEL FINANCIAL CORP |
2585 |
- |
2024-03-31 |
8,406 |
$511,000 |
608 |
|
Madrona Financial Services LLC |
60 |
- |
2024-03-31 |
5,678 |
$345,000 |
253 |
|
MORGAN STANLEY |
5766 |
- |
2024-03-31 |
1,709 |
$104,000 |
209 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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