|
Institutional
Holders
Total
Institutions:
|
25 3 |
|
Total
shares held :
|
5,052,154 |
|
% of shares
held :
|
56.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-555,102 |
|
% of shares
held change :
|
-6.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.67 |
|
Last
Quarter's Ending
Price :
|
$21.56 |
|
Last
Quarter's Average
Price :
|
$22.89 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.25 (1.09%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Strid Group LLC |
2 |
- |
2024-03-31 |
4,144,455 |
$99,964,000 |
-99,139 |
|
PROSPERA FINANCIAL SERVICES |
126 |
*New |
2023-12-31 |
256,792 |
$5,536,000 |
256,792 |
|
LPL FINANCIAL CORP |
1724 |
- |
2023-12-31 |
212,536 |
$4,582,000 |
-459,559 |
|
PATHSTONE FAMILY OFFICE, LLC |
577 |
*New |
2023-09-30 |
56,666 |
$1,404,000 |
56,666 |
|
Pathstone Holdings LLC |
959 |
- |
2023-12-31 |
56,685 |
$1,222,000 |
0 |
|
Anfield Capital Management LLC |
40 |
- |
2023-12-31 |
50,888 |
$1,097,000 |
-39,624 |
|
CITADEL ADVISORS LLC |
2914 |
- |
2023-12-31 |
47,151 |
$1,017,000 |
23,303 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2814 |
- |
2023-12-31 |
45,945 |
$991,000 |
33,875 |
|
RAYMOND JAMES & ASSOCIATES |
2781 |
- |
2024-03-31 |
30,169 |
$728,000 |
-15,388 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
273 |
*New |
2024-03-31 |
13,404 |
$323,000 |
13,404 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2754 |
- |
2024-03-31 |
11,342 |
$274,000 |
-1,244 |
|
Advisor Group Holdings Inc. |
3795 |
- |
2023-12-31 |
10,506 |
$226,000 |
-8,033 |
|
BANK OF AMERICA CORP /DE/ |
5264 |
- |
2023-12-31 |
4,810 |
$104,000 |
3,192 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
3,627 |
$78,000 |
5 |
|
Cherry Tree Wealth Management LLC |
229 |
- |
2023-12-31 |
2,731 |
$59,000 |
0 |
|
Fortis Advisors LLC |
144 |
- |
2023-12-31 |
2,155 |
$46,000 |
0 |
|
IFP Advisors Inc |
1550 |
- |
2023-12-31 |
2,100 |
$45,000 |
-1,055 |
|
ADVISORY SERVICES NETWORK, LLC |
2196 |
*New |
2023-12-31 |
1,579 |
$34,000 |
1,579 |
|
MORGAN STANLEY |
6163 |
- |
2023-12-31 |
1,173 |
$25,000 |
0 |
|
UBS Group AG |
5670 |
- |
2023-12-31 |
1,092 |
$24,000 |
1,092 |
|
ROYAL BANK OF CANADA |
5564 |
- |
2023-12-31 |
1,000 |
$22,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1006 |
- |
2023-12-31 |
504 |
$9,000 |
0 |
|
J P MORGAN CHASE & CO |
5315 |
*New |
2023-12-31 |
124 |
$3,000 |
124 |
|
TOWER RESEARCH CAPITAL LLC |
5313 |
*New |
2023-12-31 |
81 |
$2,000 |
81 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3388 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,937 |
|
WELLS FARGO & CO/MN |
6294 |
- |
2023-12-31 |
1 |
$0 |
-2,000 |
|
VERITABLE LP |
295 |
*Closed |
2023-09-30 |
0 |
$0 |
-56,576 |
|
PROEQUITIES INC. |
6975 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1261 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,755 |
|
|
29 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|