|
Institutional
Holders
Total
Institutions:
|
29 1 |
|
Total
shares held :
|
1,665,336 |
|
% of shares
held :
|
1.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-31,357 |
|
% of shares
held change :
|
-0.03% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
884 |
- |
2024-03-31 |
485,815 |
$22,804,000 |
-230,003 |
|
ENVESTNET ASSET MANAGEMENT INC |
1531 |
- |
2024-03-31 |
210,101 |
$9,862,000 |
-120,691 |
|
MORGAN STANLEY |
3939 |
- |
2024-03-31 |
90,644 |
$4,255,000 |
-42,932 |
|
PRINCIPAL SECURITIES INC. |
162 |
- |
2024-03-31 |
83,261 |
$3,908,000 |
-40,452 |
|
Envestnet Portfolio Solutions Inc. |
522 |
- |
2024-03-31 |
63,791 |
$2,994,000 |
-34,905 |
|
FINANCIAL NETWORK |
1414 |
- |
2024-03-31 |
22,672 |
$1,064,000 |
-19,109 |
|
Atria Wealth Solutions Inc. |
1184 |
- |
2024-03-31 |
12,369 |
$581,000 |
-7,916 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2208 |
- |
2024-03-31 |
11,350 |
$533,000 |
-2,827 |
|
BANK OF NEW YORK MELLON CORP |
3519 |
- |
2024-03-31 |
9,499 |
$446,000 |
-4,617 |
|
OLD MISSION CAPITAL LLC |
649 |
- |
2024-03-31 |
7,818 |
$367,000 |
-4,467 |
|
ROYAL BANK OF CANADA |
3959 |
- |
2024-03-31 |
5,319 |
$250,000 |
-542 |
|
Advisor Group Holdings Inc. |
3525 |
- |
2024-03-31 |
5,011 |
$235,000 |
-223 |
|
ICA Group Wealth Management LLC |
357 |
- |
2024-03-31 |
2,702 |
$127,000 |
-1,643 |
|
Global Retirement Partners LLC |
1290 |
- |
2024-03-31 |
1,342 |
$63,000 |
-855 |
|
TD Waterhouse Canada Inc. |
1128 |
- |
2024-03-31 |
577 |
$36,000 |
-79 |
|
UBS Group AG |
5638 |
- |
2024-03-31 |
490 |
$23,000 |
-804 |
|
Stone House Investment Management LLC |
184 |
- |
2024-03-31 |
442 |
$21,000 |
-225 |
|
|
17 Records found
|
1
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