|
Institutional
Holders
Total
Institutions:
|
23 2 |
|
Total
shares held :
|
4,808,413 |
|
% of shares
held :
|
53.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-2,957,874 |
|
% of shares
held change :
|
-32.87% |
|
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 |
Atomi Financial Group Inc. |
145 |
- |
2024-03-31 |
151,278 |
$1,366,000 |
-1,801 |
|
Mosley Wealth Management |
29 |
- |
2024-03-31 |
84,832 |
$766,000 |
-14,546 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
84 |
- |
2023-12-31 |
54,994 |
$474,000 |
-6,281 |
|
TOWNSQUARE CAPITAL LLC |
1025 |
- |
2024-03-31 |
30,654 |
$277,000 |
-1,385 |
|
AE Wealth Management LLC |
1096 |
- |
2024-03-31 |
20,778 |
$188,000 |
-7,960 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
832 |
- |
2024-03-31 |
15,286 |
$137,000 |
-4,495 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3125 |
- |
2024-03-31 |
11,579 |
$105,000 |
-6,001 |
|
Richard W. Paul & Associates LLC |
228 |
- |
2024-03-31 |
4,363 |
$39,000 |
-145 |
|
Geneos Wealth Management Inc. |
1170 |
- |
2024-03-31 |
4,111 |
$37,000 |
-117 |
|
UBS Group AG |
5783 |
- |
2024-03-31 |
1,810 |
$16,000 |
-937 |
|
|
10 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
|
|
|