|
Institutional
Holders
Total
Institutions:
|
149 9 |
|
Total
shares held :
|
4,606,793 |
|
% of shares
held :
|
39.34% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
-155,038 |
|
% of shares
held change :
|
-1.32% |
|
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 |
UBS Group AG |
1368 |
- |
2024-03-31 |
315,269 |
$14,770,000 |
-5,370 |
|
WHARTON BUSINESS GROUP, LLC |
43 |
- |
2024-03-31 |
198,135 |
$9,283,000 |
-3,880 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
248 |
- |
2024-03-31 |
130,731 |
$6,125,000 |
-14,804 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
874 |
- |
2024-03-31 |
84,561 |
$3,962,000 |
-4,401 |
|
Lido Advisors LLC |
301 |
- |
2024-03-31 |
73,716 |
$3,454,000 |
-23,585 |
|
Sierra Capital LLC |
41 |
- |
2024-03-31 |
54,913 |
$2,573,000 |
-62,200 |
|
IHT Wealth Management LLC |
346 |
- |
2024-03-31 |
28,529 |
$1,337,000 |
-554 |
|
Integrated Wealth Concepts LLC |
643 |
- |
2024-03-31 |
28,463 |
$1,334,000 |
-10,161 |
|
Steward Partners Investment Advisory LLC |
729 |
- |
2024-03-31 |
25,466 |
$1,193,000 |
-148 |
|
CREATIVE PLANNING |
1302 |
- |
2024-03-31 |
22,461 |
$1,052,000 |
-185 |
|
Koa Wealth Management LLC |
31 |
- |
2024-03-31 |
20,367 |
$954,000 |
-4,061 |
|
Visionary Wealth Advisors |
265 |
- |
2024-03-31 |
16,269 |
$762,000 |
-1,188 |
|
Ellis Investment Partners LLC |
113 |
- |
2024-03-31 |
15,527 |
$727,000 |
-100 |
|
Foundations Investment Advisors LLC |
397 |
- |
2024-03-31 |
14,587 |
$683,000 |
-3,953 |
|
PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC |
178 |
- |
2024-03-31 |
14,568 |
$683,000 |
-570 |
|
Rockefeller Capital Management L.P. |
1395 |
- |
2024-03-31 |
13,268 |
$622,000 |
-2,149 |
|
CWM LLC |
1044 |
- |
2024-03-31 |
13,223 |
$619,000 |
-1,106 |
|
Triumph Capital Management |
107 |
- |
2024-03-31 |
11,699 |
$546,000 |
-90 |
|
Actinver Wealth Management Inc. |
54 |
- |
2024-03-31 |
10,113 |
$474,000 |
-1,179 |
|
NAPLES GLOBAL ADVISORS LLC |
298 |
- |
2024-03-31 |
9,690 |
$454,000 |
-425 |
|
Valley Financial Group Inc. |
37 |
- |
2024-03-31 |
8,043 |
$377,000 |
-376 |
|
Purus Wealth Management LLC |
84 |
- |
2024-03-31 |
6,880 |
$322,000 |
-107 |
|
ICICI Prudential Asset Management Co Ltd |
153 |
- |
2024-03-31 |
6,480 |
$304,000 |
-5,400 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1402 |
- |
2024-03-31 |
6,348 |
$297,000 |
-498 |
|
RETIREMENT CAPITAL STRATEGIES |
61 |
- |
2024-03-31 |
6,311 |
$296,000 |
-72,679 |
|
Apollon Wealth Management LLC |
876 |
- |
2024-03-31 |
6,174 |
$289,000 |
-1,027 |
|
Clear Creek Financial Management LLC |
340 |
- |
2024-03-31 |
5,995 |
$281,000 |
-530 |
|
Redhawk Wealth Advisors Inc. |
266 |
- |
2024-03-31 |
5,690 |
$267,000 |
-1,050 |
|
J.W. COLE ADVISORS INC. |
750 |
- |
2024-03-31 |
5,385 |
$252,000 |
-1 |
|
Consolidated Portfolio Review Corp |
233 |
- |
2024-03-31 |
5,142 |
$241,000 |
-3,632 |
|
PECAUT & CO. |
70 |
- |
2024-03-31 |
4,942 |
$232,000 |
-662 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
298 |
- |
2024-03-31 |
4,859 |
$228,000 |
-35 |
|
PRINCIPAL SECURITIES INC. |
955 |
- |
2024-03-31 |
4,806 |
$225,000 |
-601 |
|
Spire Wealth Management |
788 |
- |
2024-03-31 |
3,928 |
$184,000 |
-17,787 |
|
Sunbelt Securities Inc. |
571 |
- |
2024-03-31 |
3,558 |
$167,000 |
-1,578 |
|
Financial Freedom LLC |
116 |
- |
2024-03-31 |
3,068 |
$144,000 |
-504 |
|
Anchor Investment Management LLC |
511 |
- |
2024-03-31 |
1,200 |
$56,000 |
-43 |
|
HARBOUR INVESTMENTS INC. |
1626 |
- |
2023-12-31 |
719 |
$33,000 |
-89 |
|
Richard W. Paul & Associates LLC |
268 |
- |
2024-03-31 |
404 |
$19,000 |
-256 |
|
HANSON MCCLAIN, INC. |
1998 |
- |
2024-03-31 |
248 |
$12,000 |
-250 |
|
Larson Financial Group LLC |
1200 |
- |
2024-03-31 |
103 |
$5,000 |
-500 |
|
PSI Advisors LLC |
714 |
- |
2024-03-31 |
26 |
$1,000 |
-1 |
|
|
42 Records found
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1
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