| |
Institutional
Holders
Total
Institutions:
 |
86  15 |
|
|
Total
shares held :
|
11,396,168 |
|
|
% of shares
held :
|
88.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
|
Amount
of shares held :
|
883,442 |
|
|
% of shares
held change :
|
6.86% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CREATIVE PLANNING |
311 |
*New |
2023-12-31 |
333,301 |
$13,942,000 |
333,301 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
167 |
*New |
2024-03-31 |
107,051 |
$4,416,000 |
107,051 |
|
| Lloyd Advisory Services LLC. |
112 |
*New |
2024-03-31 |
10,521 |
$636,000 |
10,521 |
|
| Beaird Harris Wealth Management LLC |
69 |
*New |
2023-12-31 |
11,140 |
$466,000 |
11,140 |
|
| Simplicity WealthLLC |
818 |
*New |
2024-03-31 |
9,578 |
$395,000 |
9,578 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1429 |
*New |
2023-12-31 |
5,828 |
$244,000 |
5,828 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
279 |
*New |
2024-03-31 |
4,869 |
$201,000 |
4,869 |
|
| Ronald Blue Trust Inc. |
1027 |
*New |
2024-03-31 |
873 |
$36,000 |
873 |
|
| FMR LLC |
5109 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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