|
Institutional
Holders
Total
Institutions:
|
86 7 |
|
Total
shares held :
|
9,137,691 |
|
% of shares
held :
|
14.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
642,671 |
|
% of shares
held change :
|
0.99% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
760 |
- |
2024-03-31 |
1,621,236 |
$81,645,000 |
-197,041 |
|
Engrave Wealth Partners LLC |
5 |
- |
2023-12-31 |
537,120 |
$26,861,000 |
-8,355 |
|
Avestar Capital LLC |
13 |
- |
2024-03-31 |
351,904 |
$17,720,000 |
-77,287 |
|
HIGHTOWER ADVISORS, LLC |
733 |
- |
2024-03-31 |
176,648 |
$8,899,000 |
-90,082 |
|
Alpha Omega Wealth Management LLC |
13 |
- |
2024-03-31 |
165,327 |
$8,325,000 |
-4,093 |
|
KCS Wealth Advisory |
4 |
- |
2023-09-30 |
166,015 |
$8,291,000 |
-396 |
|
Bristlecone Advisors LLC |
51 |
- |
2024-03-31 |
97,290 |
$4,899,000 |
-7,727 |
|
MARINER WEALTH ADVISORS, LLC |
902 |
- |
2024-03-31 |
62,769 |
$3,161,000 |
-127,362 |
|
Brio Consultants LLC |
39 |
- |
2024-03-31 |
52,973 |
$2,667,000 |
-1,454 |
|
ATWOOD & PALMER INC |
55 |
- |
2024-03-31 |
48,400 |
$2,437,000 |
-2,500 |
|
STEPHENS INC /AR/ |
473 |
- |
2024-03-31 |
31,665 |
$1,594,000 |
-300 |
|
PRIVATE WEALTH PARTNERS LLC |
71 |
- |
2024-03-31 |
30,100 |
$1,516,000 |
-16,700 |
|
Burford Brothers Inc. |
44 |
- |
2024-03-31 |
16,806 |
$846,000 |
-17 |
|
STIFEL FINANCIAL CORP |
2397 |
- |
2024-03-31 |
14,070 |
$708,000 |
-89 |
|
Lionsbridge Wealth Management LLC |
47 |
- |
2024-03-31 |
11,706 |
$589,000 |
-12,062 |
|
Capital Advisors Ltd. LLC |
158 |
- |
2024-03-31 |
9,473 |
$477,000 |
-1,900 |
|
Kestra Advisory Services LLC |
1695 |
- |
2024-03-31 |
9,283 |
$467,000 |
-8,153 |
|
Advisor Group Holdings Inc. |
3022 |
- |
2024-03-31 |
8,785 |
$442,000 |
-5,351 |
|
Oakmont Partners LLC |
527 |
- |
2024-03-31 |
8,556 |
$431,000 |
-50 |
|
BEESE FULMER INVESTMENT MANAGEMENT INC |
168 |
- |
2024-03-31 |
7,179 |
$361,000 |
-326 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
121 |
- |
2024-03-31 |
6,944 |
$350,000 |
-70 |
|
JANNEY MONTGOMERY SCOTT LLC |
2427 |
- |
2024-03-31 |
4,989 |
$251,000 |
-1,005 |
|
Navalign LLC |
111 |
- |
2024-03-31 |
4,754 |
$239,000 |
-2,095 |
|
Wagner Wealth Management LLC |
124 |
- |
2024-03-31 |
4,015 |
$202,000 |
-183,804 |
|
Wiser Wealth Management Inc |
31 |
- |
2024-03-31 |
4,018 |
$202,000 |
-14,068 |
|
Financial Gravity Wealth Inc. |
138 |
- |
2024-03-31 |
2,485 |
$125,000 |
-259,366 |
|
Mascoma Wealth Management LLC |
137 |
- |
2024-03-31 |
1,666 |
$84,000 |
-1,714 |
|
COMERICA BANK |
2599 |
- |
2024-03-31 |
1,615 |
$81,000 |
-98 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
278 |
- |
2024-03-31 |
1,463 |
$74,000 |
-1,527 |
|
Steward Partners Investment Advisory LLC |
2626 |
- |
2024-03-31 |
302 |
$15,000 |
-200 |
|
BLAIR WILLIAM & CO/IL |
1694 |
- |
2024-03-31 |
235 |
$12,000 |
-298 |
|
ANCORA ADVISORS, LLC |
1252 |
- |
2024-03-31 |
200 |
$10,000 |
-200 |
|
J P MORGAN CHASE & CO |
5340 |
- |
2024-03-31 |
22 |
$1,000 |
-24 |
|
|
33 Records found
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1
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