|
Institutional
Holders
Total
Institutions:
|
29 0 |
|
Total
shares held :
|
1,178,847 |
|
% of shares
held :
|
4.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-756,045 |
|
% of shares
held change :
|
-2.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.15 |
|
Last
Quarter's Ending
Price :
|
$24.97 |
|
Last
Quarter's Average
Price :
|
$22.51 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.17 (5.18%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
VANCE WEALTH INC. |
13 |
- |
2024-03-31 |
210,591 |
$4,999,000 |
6,202 |
|
Dynamic Advisors Solutions LLC |
167 |
- |
2024-03-31 |
205,984 |
$4,890,000 |
5,563 |
|
MORGAN STANLEY |
3862 |
- |
2024-03-31 |
200,221 |
$4,753,000 |
4,277 |
|
JUNCTURE WEALTH STRATEGIES LLC |
17 |
- |
2024-03-31 |
126,571 |
$3,005,000 |
-2,949 |
|
Anfield Capital Management LLC |
45 |
- |
2024-03-31 |
47,645 |
$1,131,000 |
3,264 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1999 |
- |
2024-03-31 |
45,584 |
$1,082,000 |
-57,624 |
|
LPL FINANCIAL CORP |
3111 |
- |
2024-03-31 |
42,918 |
$1,019,000 |
-3,426 |
|
Atomi Financial Group Inc. |
193 |
*New |
2024-03-31 |
38,964 |
$925,000 |
38,964 |
|
Stratos Wealth Partners LTD. |
706 |
- |
2024-03-31 |
33,863 |
$804,000 |
1,913 |
|
New England Private Wealth Advisors LLC |
85 |
- |
2024-03-31 |
31,688 |
$743,000 |
-5,544 |
|
JANE STREET GROUP LLC |
3484 |
- |
2024-03-31 |
29,776 |
$707,000 |
4,002 |
|
Advisor Group Holdings Inc. |
2728 |
- |
2024-03-31 |
26,886 |
$638,000 |
3,511 |
|
RAYMOND JAMES TRUST CO |
621 |
- |
2024-03-31 |
26,584 |
$631,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3549 |
*New |
2024-03-31 |
18,990 |
$451,000 |
18,990 |
|
GOLDMAN SACHS GROUP INC/ |
3979 |
- |
2024-03-31 |
17,895 |
$425,000 |
0 |
|
Wealthcare Advisory Partners LLC |
582 |
- |
2024-03-31 |
16,707 |
$397,000 |
-1,946 |
|
Versant Capital Management Inc |
104 |
- |
2024-03-31 |
11,556 |
$274,000 |
-2,213 |
|
UMB BANK N A/MO |
518 |
- |
2024-03-31 |
10,935 |
$260,000 |
-1,798 |
|
PNC FINANCIAL SERVICES GROUP INC |
2212 |
- |
2024-03-31 |
8,000 |
$190,000 |
0 |
|
ROYAL BANK OF CANADA |
4433 |
- |
2024-03-31 |
5,669 |
$135,000 |
0 |
|
Continuum Advisory LLC |
438 |
- |
2024-03-31 |
5,585 |
$131,000 |
-3,097 |
|
Farther Finance Advisors LLC |
998 |
- |
2024-03-31 |
3,533 |
$83,000 |
170 |
|
PRIVATE TRUST CO NA |
1196 |
- |
2024-03-31 |
1,595 |
$38,000 |
0 |
|
Ahrens Investment Partners LLC |
368 |
*New |
2023-03-31 |
1,500 |
$38,000 |
1,500 |
|
COMERICA BANK |
3096 |
- |
2024-03-31 |
560 |
$13,000 |
0 |
|
UBS Group AG |
6134 |
- |
2024-03-31 |
276 |
$7,000 |
-1,786 |
|
ADVISORY SERVICES NETWORK, LLC |
1995 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,424 |
|
PROEQUITIES INC. |
3555 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
5096 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6304 |
*Closed |
2024-03-31 |
0 |
$0 |
-390 |
|
HARBOUR INVESTMENTS INC. |
3016 |
- |
2023-12-31 |
10 |
$0 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
4200 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,919 |
|
|
32 Records found
|
1
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