|
Institutional
Holders
Total
Institutions:
|
23 8 |
|
Total
shares held :
|
1,288,024 |
|
% of shares
held :
|
14.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
583,497 |
|
% of shares
held change :
|
6.48% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.48 |
|
Last
Quarter's Ending
Price :
|
$44.74 |
|
Last
Quarter's Average
Price :
|
$42.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.34 (12.59%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Orion Portfolio Solutions LLC |
70 |
- |
2024-03-31 |
503,370 |
$24,571,000 |
-88,328 |
|
Christopher J. Hasenberg Inc |
7 |
- |
2024-03-31 |
288,402 |
$14,078,000 |
-205,084 |
|
Cetera Investment Advisers |
1432 |
- |
2024-03-31 |
47,502 |
$2,319,000 |
3,136 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1763 |
- |
2024-03-31 |
41,202 |
$2,011,000 |
36,365 |
|
ROYAL BANK OF CANADA |
2913 |
- |
2024-03-31 |
22,737 |
$1,110,000 |
6,655 |
|
GOLDMAN SACHS GROUP INC/ |
3517 |
- |
2024-03-31 |
22,200 |
$1,084,000 |
180 |
|
BANK OF AMERICA CORP /DE/ |
4034 |
- |
2024-03-31 |
20,514 |
$1,001,000 |
-3,738 |
|
ENVESTNET ASSET MANAGEMENT INC |
3105 |
- |
2024-03-31 |
17,474 |
$853,000 |
72 |
|
Strategic Blueprint LLC |
282 |
- |
2024-03-31 |
16,271 |
$794,000 |
1 |
|
Dynamic Advisors Solutions LLC |
493 |
- |
2024-03-31 |
15,974 |
$780,000 |
454 |
|
Atria Wealth Solutions Inc. |
1083 |
- |
2024-03-31 |
14,085 |
$688,000 |
251 |
|
Ergawealth Advisors Inc. |
28 |
*New |
2024-03-31 |
12,298 |
$600,000 |
12,298 |
|
GHP INVESTMENT ADVISORS INC |
310 |
- |
2024-03-31 |
10,307 |
$503,000 |
-172 |
|
LPL FINANCIAL CORP |
4070 |
*New |
2024-03-31 |
6,422 |
$313,000 |
6,422 |
|
Aries Wealth Management |
161 |
- |
2024-03-31 |
6,154 |
$300,000 |
0 |
|
ICA Group Wealth Management LLC |
268 |
- |
2024-03-31 |
4,392 |
$214,000 |
-300 |
|
PROEQUITIES INC. |
1122 |
- |
2024-03-31 |
1,182 |
$58,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2407 |
*New |
2024-03-31 |
361 |
$18,000 |
361 |
|
Advisor Group Holdings Inc. |
5559 |
- |
2024-03-31 |
230 |
$11,000 |
-4,973 |
|
UBS Group AG |
6149 |
- |
2024-03-31 |
146 |
$7,000 |
-32 |
|
MV Capital Management Inc. |
578 |
*New |
2024-03-31 |
126 |
$6,000 |
126 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1408 |
- |
2024-03-31 |
54 |
$3,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1728 |
*Closed |
2024-03-31 |
0 |
$0 |
-197 |
|
FMR LLC |
4816 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
SUMMIT INVESTMENT ADVISORS INC |
3067 |
*Closed |
2024-03-31 |
0 |
$0 |
-38 |
|
CITIGROUP INC |
4580 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
CWM LLC |
4592 |
*Closed |
2024-03-31 |
0 |
$0 |
-67 |
|
WELLS FARGO & CO/MN |
6844 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
28 Records found
|
1
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