|
Institutional
Holders
Total
Institutions:
|
60 20 |
|
Total
shares held :
|
6,076,280 |
|
% of shares
held :
|
67.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
42 |
|
Amount
of shares held :
|
1,517,320 |
|
% of shares
held change :
|
16.86% |
|
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 |
LPL FINANCIAL CORP |
573 |
- |
2024-03-31 |
906,695 |
$45,434,000 |
-55,820 |
|
Wealthquest Corp |
13 |
- |
2024-03-31 |
528,959 |
$26,506,000 |
-15,507 |
|
STIFEL FINANCIAL CORP |
543 |
- |
2024-03-31 |
405,816 |
$20,335,000 |
-303,048 |
|
JANNEY MONTGOMERY SCOTT LLC |
700 |
- |
2024-03-31 |
117,772 |
$5,902,000 |
-30,359 |
|
MILESTONE ASSET MANAGEMENT LLC |
17 |
- |
2024-03-31 |
103,801 |
$5,201,000 |
-175,741 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
237 |
- |
2024-03-31 |
82,095 |
$4,114,000 |
-21,188 |
|
Stratos Wealth Partners LTD. |
357 |
- |
2024-03-31 |
55,565 |
$2,784,000 |
-24,393 |
|
Equitable Holdings Inc. |
480 |
- |
2024-03-31 |
34,912 |
$1,749,000 |
-9,909 |
|
Kraft Davis & Associates LLC |
51 |
- |
2024-03-31 |
26,667 |
$1,333,000 |
-12,735 |
|
FIRST HEARTLAND CONSULTANTS INC |
155 |
- |
2024-03-31 |
21,772 |
$1,091,000 |
-4,782 |
|
David Kennon Inc |
28 |
- |
2024-03-31 |
14,972 |
$750,000 |
-150,205 |
|
BlackDiamond Wealth Management Inc. |
80 |
- |
2024-03-31 |
8,373 |
$420,000 |
-1,987 |
|
Alpha Financial Partners LLC |
57 |
- |
2024-03-31 |
4,994 |
$250,000 |
-165 |
|
|
13 Records found
|
1
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