|
Institutional
Holders
Total
Institutions:
|
153 24 |
|
Total
shares held :
|
35,314,167 |
|
% of shares
held :
|
39.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
87 |
|
Amount
of shares held :
|
5,052,028 |
|
% of shares
held change :
|
5.61% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PATHSTONE FAMILY OFFICE, LLC |
34 |
- |
2023-09-30 |
2,842,817 |
$70,530,000 |
-160,227 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
2 |
- |
2023-12-31 |
2,083,625 |
$56,362,000 |
-126,655 |
|
DiNuzzo Private Wealth Inc. |
4 |
- |
2024-03-31 |
1,871,365 |
$56,122,000 |
-10,587 |
|
Regal Wealth Group Inc. |
2 |
- |
2023-12-31 |
822,968 |
$22,121,000 |
-3,411 |
|
Lakeshore Financial Planning Inc. |
2 |
- |
2024-03-31 |
602,086 |
$18,057,000 |
-7,435 |
|
LIBERTY WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
388,681 |
$11,660,000 |
-7,205 |
|
Larson Financial Group LLC |
31 |
- |
2024-03-31 |
332,892 |
$9,983,000 |
-31,752 |
|
FinDec Wealth Services Inc. |
4 |
- |
2024-03-31 |
313,686 |
$9,407,000 |
-7,285 |
|
SAVANT CAPITAL MANAGEMENT INC |
149 |
- |
2024-03-31 |
246,680 |
$7,398,000 |
-77,542 |
|
Pine Harbor Wealth Management LLC |
15 |
- |
2024-03-31 |
86,759 |
$2,602,000 |
-16,591 |
|
Vannoy Advisory Group Inc. |
14 |
- |
2024-03-31 |
76,833 |
$2,304,000 |
-898 |
|
RETIREMENT GUYS FORMULA LLC |
21 |
- |
2024-03-31 |
75,153 |
$2,254,000 |
-36,852 |
|
COLLECTIVE FAMILY OFFICE LLC |
51 |
- |
2024-03-31 |
51,792 |
$1,553,000 |
-739 |
|
ESSEX FINANCIAL SERVICES INC |
178 |
- |
2024-03-31 |
42,303 |
$1,269,000 |
-2,805 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2600 |
- |
2024-03-31 |
32,278 |
$968,000 |
-3,483 |
|
GOLDMAN SACHS GROUP INC/ |
3776 |
- |
2024-03-31 |
22,431 |
$673,000 |
-41,526 |
|
Strategic Investment Solutions Inc. /IL |
73 |
- |
2023-12-31 |
21,267 |
$575,000 |
-365,182 |
|
Oceanside Advisors LLC |
26 |
- |
2024-03-31 |
17,836 |
$535,000 |
-64 |
|
My Personal CFO LLC |
69 |
- |
2024-03-31 |
14,235 |
$427,000 |
-1,131 |
|
RCS Financial Planning LLC |
58 |
- |
2024-03-31 |
12,214 |
$366,000 |
-388 |
|
ENVESTNET ASSET MANAGEMENT INC |
3700 |
- |
2024-03-31 |
9,857 |
$296,000 |
-16,829 |
|
Kestra Advisory Services LLC |
2097 |
- |
2024-03-31 |
8,564 |
$257,000 |
-1,802 |
|
McClarren Financial Advisors Inc. |
66 |
- |
2024-03-31 |
60 |
$209,000 |
-10,929 |
|
Qube Research & Technologies Ltd |
2808 |
- |
2024-03-31 |
3,406 |
$102,000 |
-2,594 |
|
Annapolis Financial Services LLC |
174 |
- |
2024-03-31 |
1,178 |
$35,000 |
-20,343 |
|
ROYAL BANK OF CANADA |
5318 |
- |
2024-03-31 |
650 |
$19,000 |
-2,249 |
|
|
26 Records found
|
1
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