|
Institutional
Holders
Total
Institutions:
|
61 1 |
|
Total
shares held :
|
4,173,991 |
|
% of shares
held :
|
46.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
495,308 |
|
% of shares
held change :
|
5.5% |
|
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 |
Legacy Wealth Asset Management LLC |
5 |
- |
2024-03-31 |
149,185 |
$5,608,000 |
10,070 |
|
CWM LLC |
422 |
- |
2024-03-31 |
127,004 |
$4,774,000 |
2,926 |
|
OneAscent Financial Services LLC |
40 |
- |
2024-03-31 |
113,087 |
$4,251,000 |
6,239 |
|
GTS SECURITIES LLC |
213 |
- |
2024-03-31 |
96,776 |
$3,638,000 |
38,298 |
|
ATRIA INVESTMENTS LLC |
423 |
- |
2023-12-31 |
90,465 |
$3,229,000 |
7,720 |
|
UBS Group AG |
2583 |
- |
2024-03-31 |
83,759 |
$3,149,000 |
21,397 |
|
LPL FINANCIAL CORP |
2191 |
- |
2024-03-31 |
76,595 |
$2,879,000 |
31,232 |
|
Range Financial Group LLC |
30 |
- |
2024-03-31 |
45,698 |
$1,718,000 |
2,099 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1424 |
- |
2024-03-31 |
40,938 |
$1,539,000 |
3,223 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2752 |
- |
2024-03-31 |
13,892 |
$522,000 |
6,810 |
|
PFG FINANCIAL ADVISORS |
172 |
- |
2024-03-31 |
10,988 |
$413,000 |
300 |
|
SILVER OAK SECURITIES Inc |
254 |
- |
2024-03-31 |
10,849 |
$408,000 |
600 |
|
Envestnet Portfolio Solutions Inc. |
1253 |
- |
2024-03-31 |
9,796 |
$368,000 |
650 |
|
ROYAL BANK OF CANADA |
4063 |
- |
2024-03-31 |
5,802 |
$218,000 |
18 |
|
Venturi Wealth Management LLC |
660 |
- |
2024-03-31 |
703 |
$26,000 |
53 |
|
|
15 Records found
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1
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Page 1 of 1 |
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