|
Institutional
Holders
Total
Institutions:
|
46 2 |
|
Total
shares held :
|
5,193,762 |
|
% of shares
held :
|
29.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-987,153 |
|
% of shares
held change :
|
-5.64% |
|
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 |
Connectus Wealth LLC |
93 |
- |
2024-03-31 |
311,330 |
$8,477,000 |
-29,907 |
|
OPUS CAPITAL GROUP LLC |
23 |
- |
2024-03-31 |
303,126 |
$8,187,000 |
-2,331 |
|
Insight Wealth Strategies LLC |
30 |
- |
2024-03-31 |
196,450 |
$5,306,000 |
-2,209 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
763 |
- |
2024-03-31 |
178,743 |
$4,828,000 |
-5,100 |
|
Fermata Advisors LLC |
30 |
- |
2024-03-31 |
158,251 |
$4,274,000 |
-6,852 |
|
UBS Group AG |
3047 |
- |
2024-03-31 |
67,524 |
$1,824,000 |
-47,184 |
|
Betterment LLC |
196 |
- |
2024-03-31 |
39,169 |
$1,058,000 |
-2,202 |
|
Kestra Advisory Services LLC |
1248 |
- |
2024-03-31 |
36,190 |
$977,000 |
-7,049 |
|
CITADEL ADVISORS LLC |
3108 |
- |
2024-03-31 |
35,543 |
$960,000 |
-42,410 |
|
Geneos Wealth Management Inc. |
378 |
- |
2024-03-31 |
31,400 |
$848,000 |
-2,069 |
|
Goss Wealth Management LLC |
1110 |
- |
2024-03-31 |
28,640 |
$774,000 |
-1,327 |
|
MML INVESTORS SERVICES LLC |
1906 |
- |
2024-03-31 |
15,085 |
$407,000 |
-1,397 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
395 |
- |
2024-03-31 |
9,564 |
$258,000 |
-680 |
|
WELLS FARGO & CO/MN |
6792 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
14 Records found
|
1
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