| |
Institutional
Holders
Total
Institutions:
 |
21  1 |
|
|
Total
shares held :
|
1,100,949 |
|
|
% of shares
held :
|
81.55% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
158,224 |
|
|
% of shares
held change :
|
 11.72% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.50 |
|
|
Last
Quarter's Ending
Price :
|
$30.17 |
|
|
Last
Quarter's Average
Price :
|
$28.89 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.91 (10.07%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MATHER GROUP, INC. |
133 |
- |
2024-03-31 |
93,770 |
$2,829,000 |
-2,863 |
|
| AMERIPRISE FINANCIAL INC |
2672 |
- |
2023-12-31 |
86,765 |
$2,618,000 |
-35,816 |
|
| MORGAN STANLEY |
4249 |
- |
2023-12-31 |
85,261 |
$2,573,000 |
-34,191 |
|
| LPL FINANCIAL CORP |
2654 |
- |
2024-03-31 |
53,594 |
$1,684,000 |
-8,904 |
|
| STIFEL FINANCIAL CORP |
1902 |
- |
2023-12-31 |
46,823 |
$1,413,000 |
-8,056 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2589 |
- |
2024-03-31 |
31,196 |
$980,000 |
-4,603 |
|
| Atria Wealth Solutions Inc. |
1026 |
- |
2023-12-31 |
22,965 |
$693,000 |
-4,905 |
|
| CWM LLC |
1014 |
- |
2024-03-31 |
20,949 |
$658,000 |
-2,685 |
|
| Goss Wealth Management LLC |
1200 |
- |
2023-12-31 |
18,846 |
$569,000 |
-528 |
|
| ROYAL BANK OF CANADA |
4422 |
- |
2023-12-31 |
7,000 |
$211,000 |
-2,598 |
|
| UBS Group AG |
5021 |
- |
2023-12-31 |
2,816 |
$85,000 |
-10,838 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
|
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