|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
43,230,281 |
|
% of shares
held :
|
88.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
1,532,323 |
|
% of shares
held change :
|
3.13% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Buckingham Strategic Partners |
4 |
- |
2023-12-31 |
5,450,839 |
$114,548,000 |
-1,907,754 |
|
Hill Investment Group Partners LLC |
10 |
- |
2023-12-31 |
1,431,321 |
$30,079,000 |
-45,991 |
|
Forum Financial Management LP |
27 |
- |
2024-03-31 |
746,575 |
$15,877,000 |
-11,274 |
|
GIBSON CAPITAL MANAGEMENT, LTD. |
5 |
- |
2024-03-31 |
544,432 |
$11,578,000 |
-8,074 |
|
RB Capital Management LLC |
38 |
- |
2023-12-31 |
108,131 |
$2,272,000 |
-135 |
|
J P MORGAN CHASE & CO |
2970 |
- |
2024-03-31 |
96,544 |
$2,053,000 |
-1,440 |
|
Advisor Group Holdings Inc. |
1825 |
- |
2024-03-31 |
78,677 |
$1,673,000 |
-127,681 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
808 |
- |
2023-09-30 |
90,597 |
$1,656,000 |
-1,830 |
|
Aurum Wealth Management Group LLC |
96 |
- |
2024-03-31 |
51,419 |
$1,093,000 |
-439 |
|
Krilogy Financial LLC |
160 |
- |
2024-03-31 |
41,768 |
$888,000 |
-170 |
|
DELAP WEALTH ADVISORY LLC |
36 |
- |
2023-12-31 |
37,618 |
$791,000 |
-2,436 |
|
LJI Wealth Management LLC |
68 |
- |
2023-12-31 |
32,792 |
$689,000 |
-180 |
|
Visionary Wealth Advisors |
284 |
- |
2023-12-31 |
29,260 |
$615,000 |
-1,164 |
|
SAX WEALTH ADVISORS LLC |
107 |
- |
2023-12-31 |
28,483 |
$599,000 |
-1,771 |
|
ROYAL BANK OF CANADA |
3799 |
- |
2023-12-31 |
19,807 |
$416,000 |
-4,340 |
|
BRIGGS ADVISORY GROUP INC. |
44 |
- |
2023-09-30 |
21,154 |
$387,000 |
-4,834 |
|
Single Point Partners LLC |
63 |
- |
2024-03-31 |
12,897 |
$274,000 |
-5,750 |
|
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17 Records found
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1
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