|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
2,418,147 |
|
% of shares
held :
|
26.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
311,098 |
|
% of shares
held change :
|
3.46% |
|
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 |
EQIS CAPITAL MANAGEMENT, INC. |
41 |
- |
2024-03-31 |
188,132 |
$5,813,000 |
-28,980 |
|
ENVESTNET ASSET MANAGEMENT INC |
2768 |
- |
2024-03-31 |
46,463 |
$1,436,000 |
-2,090 |
|
SILVER OAK SECURITIES Inc |
111 |
- |
2024-03-31 |
43,979 |
$1,359,000 |
-1,906 |
|
GeoWealth Management LLC |
382 |
- |
2024-03-31 |
20,969 |
$648,000 |
-307 |
|
OneAscent Wealth Management LLC |
77 |
- |
2024-03-31 |
15,262 |
$472,000 |
-133 |
|
Capital Planning LLC |
59 |
- |
2024-03-31 |
13,446 |
$415,000 |
-272 |
|
FINANCIAL NETWORK |
2057 |
- |
2024-03-31 |
13,231 |
$409,000 |
-2,594 |
|
Atria Wealth Solutions Inc. |
1683 |
- |
2024-03-31 |
7,845 |
$242,000 |
-2,862 |
|
|
8 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|