|
Institutional
Holders
Total
Institutions:
|
354 1 |
|
Total
shares held :
|
193,009,223 |
|
% of shares
held :
|
99.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
47 |
|
Amount
of shares held :
|
1,998,029 |
|
% of shares
held change :
|
1.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$29.63 |
|
Last
Quarter's Ending
Price :
|
$23.40 |
|
Last
Quarter's Average
Price :
|
$24.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.05 (16.76%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TIEDEMANN WEALTH MANAGEMENT, LLC |
23 |
- |
2023-09-30 |
422,435 |
$12,508,000 |
0 |
|
Founders Circle Capital LLC |
7 |
- |
2023-12-31 |
167,106 |
$3,910,000 |
0 |
|
General Equity Holdings LP |
5 |
- |
2023-12-31 |
160,221 |
$3,749,000 |
0 |
|
CONNORS INVESTOR SERVICES INC |
57 |
- |
2023-12-31 |
146,000 |
$3,416,000 |
0 |
|
HARVARD MANAGEMENT CO INC |
12 |
- |
2023-12-31 |
130,383 |
$3,051,000 |
0 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
223 |
- |
2023-12-31 |
50,176 |
$1,174,000 |
0 |
|
One Charles Private Wealth Services LLC |
38 |
- |
2023-12-31 |
45,497 |
$1,065,000 |
0 |
|
IFM Investors Pty Ltd |
585 |
- |
2024-03-31 |
34,504 |
$1,053,000 |
0 |
|
Trinity Legacy Partners LLC |
65 |
- |
2024-03-31 |
34,500 |
$1,053,000 |
0 |
|
Capasso Planning Partners LLC |
46 |
- |
2024-03-31 |
24,982 |
$763,000 |
0 |
|
Clay Northam Wealth Management LLC |
25 |
- |
2024-03-31 |
24,050 |
$734,000 |
0 |
|
WOODSTOCK CORP |
122 |
- |
2024-03-31 |
15,961 |
$487,000 |
0 |
|
Personal Capital Advisors Corp |
329 |
- |
2022-12-31 |
18,839 |
$419,000 |
0 |
|
Maryland State Retirement & Pension System |
1232 |
- |
2024-03-31 |
14,625 |
$410,000 |
0 |
|
SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD |
731 |
- |
2023-12-31 |
16,400 |
$384,000 |
0 |
|
ENZI WEALTH |
44 |
- |
2024-03-31 |
11,448 |
$325,000 |
0 |
|
Austin Private Wealth LLC |
169 |
- |
2024-03-31 |
10,000 |
$296,000 |
0 |
|
Concentrum Wealth Management |
56 |
- |
2023-12-31 |
11,450 |
$268,000 |
0 |
|
Avestar Capital LLC |
290 |
- |
2023-12-31 |
11,466 |
$268,000 |
0 |
|
NinePointTwo Capital |
222 |
- |
2023-12-31 |
8,923 |
$208,000 |
0 |
|
Resolute Partners Group |
55 |
- |
2023-12-31 |
7,824 |
$183,000 |
0 |
|
OSSIAM |
611 |
- |
2023-12-31 |
5,717 |
$134,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
454 |
- |
2023-12-31 |
4,000 |
$94,000 |
0 |
|
Vestcor Investment Management Corp |
1104 |
- |
2023-12-31 |
3,241 |
$76,000 |
0 |
|
UMB BANK N A/MO |
833 |
- |
2024-03-31 |
1,625 |
$50,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
366 |
- |
2023-12-31 |
1,696 |
$40,000 |
0 |
|
UniSuper Management Pty Ltd |
744 |
- |
2023-12-31 |
1,200 |
$28,000 |
0 |
|
Cribstone Capital Management LLC |
198 |
- |
2022-12-31 |
1,000 |
$22,000 |
0 |
|
FTB Advisors Inc. |
1687 |
- |
2024-03-31 |
255 |
$8,000 |
0 |
|
NBC SECURITIES INC. |
1827 |
- |
2024-03-31 |
178 |
$5,000 |
0 |
|
ADIRONDACK TRUST CO |
419 |
- |
2024-03-31 |
123 |
$4,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
1188 |
- |
2024-03-31 |
117 |
$4,000 |
0 |
|
TSFG LLC |
615 |
- |
2024-03-31 |
114 |
$3,000 |
0 |
|
GPS Wealth Strategies Group LLC |
1084 |
- |
2023-12-31 |
140 |
$3,000 |
0 |
|
Westside Investment Management Inc. |
752 |
- |
2024-03-31 |
103 |
$3,000 |
0 |
|
Rise Advisors LLC |
1124 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
633 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
Tyler-Stone Wealth Management |
771 |
- |
2023-12-31 |
71 |
$2,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
876 |
- |
2023-12-31 |
45 |
$1,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1660 |
- |
2023-12-31 |
28 |
$1,000 |
0 |
|
Harvest Fund Management Co. Ltd |
624 |
- |
2023-12-31 |
23 |
$1,000 |
0 |
|
Mine & Arao Wealth Creation & Management LLC. |
327 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
993 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1578 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
EverSource Wealth Advisors LLC |
2736 |
- |
2023-12-31 |
15 |
$0 |
0 |
|
Bell Investment Advisors Inc |
1968 |
- |
2023-12-31 |
16 |
$0 |
0 |
|
True Wealth Design LLC |
764 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
47 Records found
|
1
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