|
Institutional
Holders
Total
Institutions:
|
29 2 |
|
Total
shares held :
|
7,111,282 |
|
% of shares
held :
|
7.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-597,186 |
|
% of shares
held change :
|
-0.66% |
|
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 |
OXFORD FINANCIAL GROUP LTD |
17 |
- |
2024-03-31 |
363,356 |
$17,027,000 |
-9,936 |
|
LPL FINANCIAL CORP |
2818 |
- |
2024-03-31 |
30,521 |
$1,430,000 |
-8,209 |
|
Bill Few Associates Inc. |
51 |
- |
2024-03-31 |
26,080 |
$1,222,000 |
-640 |
|
MML INVESTORS SERVICES LLC |
2113 |
- |
2024-03-31 |
6,228 |
$292,000 |
-360 |
|
Householder Group Estate & Retirement Specialist L |
243 |
- |
2024-03-31 |
4,230 |
$198,000 |
-79 |
|
Advisor Group Holdings Inc. |
4092 |
- |
2024-03-31 |
2,499 |
$117,000 |
-1,239 |
|
UBS Group AG |
5125 |
- |
2024-03-31 |
1,684 |
$79,000 |
-696 |
|
MORGAN STANLEY |
6102 |
- |
2024-03-31 |
776 |
$36,000 |
-79 |
|
IAG Wealth Partners LLC |
206 |
- |
2024-03-31 |
650 |
$30,000 |
-1,248 |
|
Global Retirement Partners LLC |
2633 |
- |
2024-03-31 |
37 |
$2,000 |
-50 |
|
|
10 Records found
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1
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