| |
Institutional
Holders
Total
Institutions:
 |
40  1 |
|
|
Total
shares held :
|
2,937,435 |
|
|
% of shares
held :
|
69.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
251,132 |
|
|
% of shares
held change :
|
5.98% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.59 |
|
|
Last
Quarter's Ending
Price :
|
$23.05 |
|
|
Last
Quarter's Average
Price :
|
$21.57 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.57 (2.64%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Urban Financial Advisory Corp |
3 |
*New |
2024-03-31 |
880,099 |
$19,683,000 |
880,099 |
|
| Checchi Capital Advisers LLC |
26 |
- |
2024-03-31 |
592,895 |
$13,260,000 |
7,008 |
|
| Tanager Wealth Management LLP |
15 |
- |
2024-03-31 |
537,742 |
$12,026,000 |
42,658 |
|
| Peak Financial Management Inc. |
17 |
- |
2024-03-31 |
341,199 |
$7,631,000 |
5,367 |
|
| Integrated Wealth Concepts LLC |
229 |
- |
2024-03-31 |
279,508 |
$6,251,000 |
15,155 |
|
| LPL FINANCIAL CORP |
1914 |
- |
2024-03-31 |
185,313 |
$4,144,000 |
27,986 |
|
| WELLS FARGO & CO/MN |
2130 |
- |
2024-03-31 |
172,203 |
$3,851,000 |
23,078 |
|
| RATHBONE BROTHERS PLC |
243 |
- |
2024-03-31 |
115,087 |
$2,574,000 |
-547 |
|
| MORGAN STANLEY |
4598 |
- |
2024-03-31 |
66,612 |
$1,490,000 |
32,103 |
|
| Walkner Condon Financial Advisors LLC |
82 |
- |
2024-03-31 |
55,679 |
$1,245,000 |
5,985 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2196 |
- |
2024-03-31 |
46,471 |
$1,039,000 |
2,956 |
|
| STIFEL FINANCIAL CORP |
2164 |
- |
2024-03-31 |
45,712 |
$1,022,000 |
-779 |
|
| Private Advisor Group LLC |
1239 |
- |
2024-03-31 |
37,678 |
$843,000 |
1,001 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2012 |
- |
2024-03-31 |
30,876 |
$691,000 |
16,225 |
|
| ROYAL BANK OF CANADA |
3316 |
- |
2024-03-31 |
27,633 |
$618,000 |
6,671 |
|
| UBS Group AG |
4015 |
- |
2024-03-31 |
24,230 |
$542,000 |
10,900 |
|
| Vontobel Holding Ltd. |
770 |
- |
2024-03-31 |
22,581 |
$505,000 |
-546 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3466 |
- |
2024-03-31 |
20,489 |
$458,000 |
-3,303 |
|
| 17 CAPITAL PARTNERS LLC |
79 |
*New |
2024-03-31 |
19,603 |
$438,000 |
19,603 |
|
| CITADEL ADVISORS LLC |
3997 |
- |
2024-03-31 |
16,891 |
$378,000 |
-8,316 |
|
| Pacifica Partners Inc. |
84 |
- |
2024-03-31 |
14,690 |
$328,000 |
-85 |
|
| Millington Financial Advisors LLC |
70 |
- |
2024-03-31 |
11,761 |
$263,000 |
1,070 |
|
| Ausdal Financial Partners Inc. |
411 |
- |
2024-03-31 |
10,610 |
$237,000 |
899 |
|
| Advisor Group Holdings Inc. |
3791 |
- |
2024-03-31 |
7,669 |
$171,000 |
-1,359 |
|
| NATIONAL BANK OF CANADA /FI/ |
1813 |
- |
2024-03-31 |
1,000 |
$22,000 |
0 |
|
| Rosenberg Matthew Hamilton |
542 |
- |
2024-03-31 |
898 |
$20,000 |
0 |
|
| BANK OF AMERICA CORP /DE/ |
5758 |
- |
2024-03-31 |
544 |
$12,000 |
-537 |
|
| Global Retirement Partners LLC |
2309 |
- |
2024-03-31 |
268 |
$6,000 |
0 |
|
| US BANCORP |
3532 |
- |
2024-03-31 |
191 |
$4,000 |
0 |
|
| Financial Gravity Wealth Inc. |
646 |
- |
2024-03-31 |
175 |
$4,000 |
-270 |
|
| MANUFACTURERES LIFE INSURANCE CO |
2932 |
- |
2024-03-31 |
154 |
$3,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
5050 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
687 |
- |
2024-03-31 |
36 |
$1,000 |
0 |
|
| VisionPoint Advisory Group LLC |
721 |
*New |
2024-03-31 |
43 |
$1,000 |
43 |
|
| Capital Investment Advisory Services LLC |
928 |
- |
2024-03-31 |
34 |
$1,000 |
0 |
|
| HILLTOP HOLDINGS INC. |
625 |
*Closed |
2024-03-31 |
0 |
$0 |
-226,655 |
|
| Kalos Management Inc. |
219 |
*Closed |
2023-06-30 |
0 |
$0 |
-283 |
|
| Arlington Capital Management Inc. |
110 |
*Closed |
2024-03-31 |
0 |
$0 |
-87,838 |
|
| GOLDMAN SACHS GROUP INC/ |
4748 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,445 |
|
| J P MORGAN CHASE & CO |
6070 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,450 |
|
| JANE STREET GROUP LLC |
5691 |
*Closed |
2024-03-31 |
0 |
$0 |
-104,169 |
|
| GRADIENT INVESTMENTS LLC |
1571 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PROEQUITIES INC. |
8668 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4728 |
*Closed |
2024-03-31 |
0 |
$0 |
-269 |
|
| CONSULTIVA WEALTH MANAGEMENT CORP. |
28 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,384 |
|
| ACIMA PRIVATE WEALTH LLC |
240 |
- |
2024-03-31 |
0 |
$0 |
-427,627 |
|
|
46 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
|
|
|
0.13 (0.61%) 
