|
Institutional
Holders
Total
Institutions:
|
168 16 |
|
Total
shares held :
|
15,791,606 |
|
% of shares
held :
|
2.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-47 |
|
Amount
of shares held :
|
-2,782,951 |
|
% of shares
held change :
|
-0.35% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.91 |
|
Last
Quarter's Ending
Price :
|
$25.07 |
|
Last
Quarter's Average
Price :
|
$27.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.23 (0.84%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Columbus Macro LLC |
70 |
- |
2024-03-31 |
48,885 |
$1,320,000 |
0 |
|
Madison Wealth Partners Inc |
72 |
- |
2024-03-31 |
14,875 |
$402,000 |
0 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
312 |
- |
2024-03-31 |
9,850 |
$266,000 |
0 |
|
NAPATREE CAPITAL LLC |
109 |
- |
2024-03-31 |
8,604 |
$235,000 |
0 |
|
Icon Wealth Partners LLC |
361 |
- |
2023-09-30 |
4,030 |
$117,000 |
0 |
|
COCONUT GROVE BANK |
284 |
- |
2024-03-31 |
3,880 |
$105,000 |
0 |
|
Sachetta LLC |
225 |
- |
2024-03-31 |
2,600 |
$65,000 |
0 |
|
Financial Perspectives Inc |
265 |
- |
2024-03-31 |
2,140 |
$58,000 |
0 |
|
Asset Dedication LLC |
490 |
- |
2024-03-31 |
1,330 |
$36,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1509 |
- |
2024-03-31 |
937 |
$25,000 |
0 |
|
Mascoma Wealth Management LLC |
253 |
- |
2024-03-31 |
810 |
$22,000 |
0 |
|
PROEQUITIES INC. |
1551 |
- |
2024-03-31 |
622 |
$17,000 |
0 |
|
GODSEY & GIBB ASSOCIATES |
233 |
- |
2024-03-31 |
624 |
$17,000 |
0 |
|
SANDY SPRING BANK |
770 |
- |
2024-03-31 |
588 |
$16,000 |
0 |
|
Horizons Wealth Management |
124 |
- |
2024-03-31 |
555 |
$14,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2913 |
- |
2024-03-31 |
252 |
$7,000 |
0 |
|
NBC SECURITIES INC. |
1852 |
- |
2024-03-31 |
169 |
$4,000 |
0 |
|
Colonial Trust Co / SC |
878 |
- |
2024-03-31 |
103 |
$3,000 |
0 |
|
Rosenberg Matthew Hamilton |
746 |
- |
2024-03-31 |
88 |
$2,000 |
0 |
|
Aspire Private Capital LLC |
598 |
- |
2024-03-31 |
65 |
$2,000 |
0 |
|
Laurel Wealth Advisors LLC |
542 |
- |
2024-03-31 |
69 |
$2,000 |
0 |
|
CONSULTIVA WEALTH MANAGEMENT CORP. |
20 |
- |
2024-03-31 |
77 |
$2,000 |
0 |
|
Arlington Trust Co LLC |
476 |
- |
2024-03-31 |
52 |
$1,000 |
0 |
|
Smartleaf Asset Management LLC |
1484 |
- |
2024-03-31 |
30 |
$1,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
654 |
- |
2024-03-31 |
28 |
$1,000 |
0 |
|
EverSource Wealth Advisors LLC |
2355 |
- |
2024-03-31 |
35 |
$1,000 |
0 |
|
ICA Group Wealth Management LLC |
1248 |
- |
2024-03-31 |
41 |
$1,000 |
0 |
|
AllSquare Wealth Management LLC |
510 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
Activest Wealth Management |
419 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
FinTrust Capital Advisors LLC |
1249 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
|
30 Records found
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1
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