|
Institutional
Holders
Total
Institutions:
|
59 2 |
|
Total
shares held :
|
23,916,073 |
|
% of shares
held :
|
36.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-2,098,552 |
|
% of shares
held change :
|
-3.17% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
294 |
- |
2024-03-31 |
1,129,405 |
$41,393,000 |
-83,089 |
|
Lido Advisors LLC |
296 |
- |
2024-03-31 |
99,152 |
$3,634,000 |
-5,883 |
|
LPL FINANCIAL CORP |
2245 |
- |
2024-03-31 |
73,344 |
$2,688,000 |
-85,496 |
|
Stony Point Wealth Management Inc. |
34 |
- |
2024-03-31 |
26,447 |
$969,000 |
-17,412 |
|
GeoWealth Management LLC |
319 |
- |
2024-03-31 |
24,100 |
$883,000 |
-8,584 |
|
STIFEL FINANCIAL CORP |
2334 |
- |
2024-03-31 |
21,152 |
$775,000 |
-62 |
|
3Chopt Investment Partners LLC |
63 |
- |
2024-03-31 |
14,946 |
$548,000 |
-9,032 |
|
STEPHENS INC /AR/ |
831 |
- |
2024-03-31 |
12,900 |
$473,000 |
-38,700 |
|
Private Advisor Group LLC |
1842 |
- |
2024-03-31 |
8,008 |
$293,000 |
-363 |
|
Visionary Wealth Advisors |
458 |
- |
2024-03-31 |
6,022 |
$221,000 |
-36,231 |
|
WHITTIER TRUST CO OF NEVADA INC |
707 |
- |
2024-03-31 |
1,227 |
$45,000 |
-423 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
907 |
- |
2024-03-31 |
285 |
$10,000 |
-23 |
|
ROYAL BANK OF CANADA |
5621 |
- |
2024-03-31 |
214 |
$8,000 |
-132,343 |
|
Spire Wealth Management |
2131 |
- |
2024-03-31 |
59 |
$2,000 |
-16 |
|
Aspire Private Capital LLC |
597 |
- |
2024-03-31 |
51 |
$2,000 |
-1 |
|
FMR LLC |
4639 |
- |
2024-03-31 |
18 |
$1,000 |
-67 |
|
|
16 Records found
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1
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