| |
Institutional
Holders
Total
Institutions:
 |
267  15 |
|
|
Total
shares held :
|
53,766,248 |
|
|
% of shares
held :
|
59.74% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
69 |
|
|
Amount
of shares held :
|
2,163,663 |
|
|
% of shares
held change :
|
2.4% |
|
| 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 |
  PATHSTONE FAMILY OFFICE, LLC |
251 |
*New |
2023-09-30 |
201,479 |
$5,512,000 |
201,479 |
|
| HBK INVESTMENTS L P |
31 |
*New |
2023-09-30 |
125,000 |
$3,420,000 |
125,000 |
|
| Naviter Wealth LLC |
41 |
*New |
2024-03-31 |
104,418 |
$3,332,000 |
104,418 |
|
| Venture Visionary Partners LLC |
135 |
*New |
2023-12-31 |
110,000 |
$3,040,000 |
110,000 |
|
| CFO4Life L.P. |
40 |
*New |
2022-12-31 |
113,145 |
$2,529,000 |
113,145 |
|
| Waterloo Capital L.P. |
89 |
*New |
2023-12-31 |
64,288 |
$1,777,000 |
64,288 |
|
| Williams Jones Wealth Management LLC. |
222 |
*New |
2024-03-31 |
46,900 |
$1,461,000 |
46,900 |
|
| RATHBONE BROTHERS PLC |
321 |
*New |
2023-12-31 |
35,000 |
$967,000 |
35,000 |
|
| Global Assets Advisory LLC |
247 |
*New |
2024-03-31 |
27,711 |
$900,000 |
27,711 |
|
| Kula Investments LLC |
184 |
*New |
2023-03-31 |
32,384 |
$807,000 |
32,384 |
|
| AE Wealth Management LLC |
1242 |
*New |
2023-12-31 |
27,091 |
$775,000 |
27,091 |
|
| Simplicity WealthLLC |
611 |
*New |
2024-03-31 |
23,664 |
$737,000 |
23,664 |
|
| Sawtooth Asset Management Inc. |
584 |
*New |
2023-12-31 |
22,822 |
$631,000 |
22,822 |
|
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
636 |
*New |
2023-12-31 |
22,755 |
$629,000 |
22,755 |
|
| Redhawk Wealth Advisors Inc. |
178 |
*New |
2023-12-31 |
18,051 |
$499,000 |
18,051 |
|
| Imprint Wealth LLC |
182 |
*New |
2024-03-31 |
13,674 |
$421,000 |
13,674 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
391 |
*New |
2024-03-31 |
12,000 |
$374,000 |
12,000 |
|
| Cyndeo Wealth Partners LLC |
303 |
*New |
2024-03-31 |
11,560 |
$360,000 |
11,560 |
|
| BLAIR WILLIAM & CO/IL |
1222 |
*New |
2024-03-31 |
10,467 |
$326,000 |
10,467 |
|
| Granite Springs Asset Management LLC |
117 |
*New |
2024-03-31 |
9,500 |
$296,000 |
9,500 |
|
| Centiva Capital LP |
759 |
*New |
2023-12-31 |
10,404 |
$288,000 |
10,404 |
|
| Steel Peak Wealth Management LLC |
355 |
*New |
2024-03-31 |
9,170 |
$286,000 |
9,170 |
|
| WOLVERINE TRADING LLC |
912 |
*New |
2023-12-31 |
10,258 |
$284,000 |
10,258 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2005 |
*New |
2024-03-31 |
8,161 |
$254,000 |
8,161 |
|
| Sovereign Financial Group Inc. |
250 |
*New |
2024-03-31 |
7,586 |
$236,000 |
7,586 |
|
| Kraft Davis & Associates LLC |
121 |
*New |
2023-12-31 |
8,135 |
$232,000 |
8,135 |
|
| Ascendant Capital Management LLC |
58 |
*New |
2023-03-31 |
9,000 |
$224,000 |
9,000 |
|
| LVW Advisors LLC |
268 |
*New |
2024-03-31 |
7,000 |
$218,000 |
7,000 |
|
| KING WEALTH MANAGEMENT GROUP, LLC |
131 |
*New |
2024-03-31 |
7,000 |
$218,000 |
7,000 |
|
| Kestra Advisory Services LLC |
2051 |
*New |
2023-12-31 |
7,755 |
$214,000 |
7,755 |
|
| Chicago Partners Investment Group LLC |
680 |
*New |
2024-03-31 |
6,631 |
$211,000 |
6,631 |
|
| PVG ASSET MANAGEMENT CORP |
25 |
*New |
2023-12-31 |
7,489 |
$207,000 |
7,489 |
|
| BRIGHTON JONES LLC |
578 |
*New |
2024-03-31 |
6,489 |
$202,000 |
6,489 |
|
| Future Financial Wealth Managment LLC |
163 |
*New |
2024-03-31 |
3,500 |
$109,000 |
3,500 |
|
| Castleview Partners LLC |
277 |
*New |
2024-03-31 |
2,753 |
$86,000 |
2,753 |
|
| Cape Investment Advisory Inc. |
298 |
*New |
2023-12-31 |
2,344 |
$65,000 |
2,344 |
|
| First Command Advisory Services Inc. |
337 |
*New |
2024-03-31 |
500 |
$16,000 |
500 |
|
| FTB Advisors Inc. |
1528 |
*New |
2024-03-31 |
390 |
$12,000 |
390 |
|
| SRS Capital Advisors Inc. |
1216 |
*New |
2023-12-31 |
47 |
$1,000 |
47 |
|
| TUCKER ASSET MANAGEMENT LLC |
969 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
| FMR LLC |
5150 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
41 Records found
|
1
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