|
Institutional
Holders
Total
Institutions:
|
36 4 |
|
Total
shares held :
|
2,361,475 |
|
% of shares
held :
|
26.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
144,563 |
|
% of shares
held change :
|
1.61% |
|
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 |
RPOA Advisors Inc. |
3 |
- |
2024-03-31 |
3,956,763 |
$299,171,000 |
4,881 |
|
TOTAL INVESTMENT MANAGEMENT INC |
10 |
- |
2024-03-31 |
646,414 |
$48,875,000 |
6,239 |
|
Integrated Wealth Concepts LLC |
20 |
- |
2023-12-31 |
636,968 |
$45,524,000 |
117,304 |
|
SENTINEL PENSION ADVISORS INC |
3 |
- |
2023-12-31 |
481,425 |
$34,407,000 |
26,949 |
|
BANK OF NEW YORK MELLON CORP |
1602 |
- |
2024-03-31 |
252,563 |
$19,096,000 |
1,597 |
|
Advisor Group Holdings Inc. |
932 |
- |
2024-03-31 |
78,580 |
$5,942,000 |
1,094 |
|
Advisory Resource Group |
14 |
- |
2023-12-31 |
64,965 |
$4,643,000 |
1,231 |
|
LPL FINANCIAL CORP |
1891 |
- |
2024-03-31 |
56,494 |
$4,272,000 |
38,285 |
|
Zhang Financial LLC |
69 |
- |
2024-03-31 |
34,530 |
$2,611,000 |
62 |
|
LINCOLN NATIONAL CORP |
352 |
- |
2024-03-31 |
24,165 |
$1,827,000 |
3,191 |
|
BANK OF AMERICA CORP /DE/ |
4308 |
- |
2023-12-31 |
8,944 |
$639,000 |
376 |
|
ENVESTNET ASSET MANAGEMENT INC |
3402 |
- |
2023-12-31 |
5,861 |
$419,000 |
488 |
|
CAPTRUST FINANCIAL ADVISORS |
1893 |
- |
2023-12-31 |
5,685 |
$406,000 |
2,324 |
|
PRINCIPAL SECURITIES INC. |
764 |
- |
2024-03-31 |
5,107 |
$386,000 |
225 |
|
MORGAN STANLEY |
5299 |
- |
2023-12-31 |
4,783 |
$342,000 |
2,194 |
|
CITADEL ADVISORS LLC |
3990 |
- |
2023-12-31 |
4,630 |
$331,000 |
4,630 |
|
ROYAL BANK OF CANADA |
4831 |
- |
2023-12-31 |
1,687 |
$121,000 |
1,560 |
|
Compass Wealth Management LLC |
203 |
- |
2024-03-31 |
1,169 |
$88,000 |
5 |
|
Coppell Advisory Solutions LLC |
1196 |
- |
2023-12-31 |
41 |
$3,000 |
41 |
|
|
19 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
|
|
|