|
Institutional
Holders
Total
Institutions:
|
69 4 |
|
Total
shares held :
|
1,627,675 |
|
% of shares
held :
|
1.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
-705,654 |
|
% of shares
held change :
|
-0.78% |
|
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 |
BSW WEALTH PARTNERS |
29 |
- |
2024-03-31 |
110,078 |
$4,435,000 |
-2,356 |
|
Better Money Decisions LLC |
9 |
- |
2024-03-31 |
96,418 |
$3,885,000 |
-277 |
|
WHARTON BUSINESS GROUP, LLC |
61 |
- |
2024-03-31 |
86,400 |
$3,481,000 |
-2,790 |
|
Financial Council Asset Management Inc |
24 |
- |
2024-03-31 |
33,389 |
$1,345,000 |
-828 |
|
Wick Capital Partners LLC |
15 |
- |
2024-03-31 |
29,644 |
$1,194,000 |
-3,795 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1708 |
- |
2024-03-31 |
25,393 |
$1,023,000 |
-809 |
|
ENVESTNET ASSET MANAGEMENT INC |
3124 |
- |
2024-03-31 |
20,628 |
$831,000 |
-51,952 |
|
MCCORMACK ADVISORS INTERNATIONAL |
584 |
- |
2024-03-31 |
19,273 |
$776,000 |
-1,088 |
|
Armor Investment Advisors LLC |
75 |
- |
2024-03-31 |
11,338 |
$457,000 |
-36 |
|
ST GERMAIN D J CO INC |
204 |
- |
2024-03-31 |
11,176 |
$450,000 |
-402 |
|
HERITAGE WEALTH MANAGEMENT LLC |
93 |
- |
2024-03-31 |
10,937 |
$441,000 |
-199 |
|
Highland Financial Advisors LLC |
36 |
- |
2024-03-31 |
10,468 |
$422,000 |
-1,415 |
|
Navalign LLC |
96 |
- |
2024-03-31 |
9,328 |
$376,000 |
-18 |
|
NAPATREE CAPITAL LLC |
87 |
- |
2024-03-31 |
9,053 |
$349,000 |
-1,559 |
|
MONTECITO BANK & TRUST |
218 |
- |
2024-03-31 |
8,285 |
$334,000 |
-261 |
|
RHS Financial LLC |
86 |
- |
2024-03-31 |
7,794 |
$314,000 |
-1,097 |
|
Topel & Distasi Wealth Management LLC |
67 |
- |
2024-03-31 |
7,023 |
$283,000 |
-527 |
|
Crane Advisory LLC |
35 |
- |
2024-03-31 |
6,600 |
$260,000 |
-106 |
|
Monument Capital Management |
171 |
- |
2024-03-31 |
5,645 |
$227,000 |
-554 |
|
CWM LLC |
1694 |
- |
2024-03-31 |
3,326 |
$134,000 |
-1,014 |
|
US BANCORP |
2736 |
- |
2024-03-31 |
1,093 |
$44,000 |
-2,051 |
|
|
21 Records found
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1
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