|
Institutional
Holders
Total
Institutions:
|
46 1 |
|
Total
shares held :
|
2,029,019 |
|
% of shares
held :
|
22.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
60,431 |
|
% of shares
held change :
|
0.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.16 |
|
Last
Quarter's Ending
Price :
|
$19.19 |
|
Last
Quarter's Average
Price :
|
$21.50 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.38 (6.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
APCM Wealth Management for Individuals |
22 |
*New |
2024-03-31 |
308,133 |
$6,385,000 |
308,133 |
|
ADVISORY SERVICES NETWORK, LLC |
264 |
*New |
2023-12-31 |
183,903 |
$3,529,000 |
183,903 |
|
Foundations Investment Advisors LLC |
483 |
*New |
2023-12-31 |
19,713 |
$386,000 |
19,713 |
|
Arete Wealth Advisors LLC |
634 |
*New |
2023-12-31 |
11,785 |
$226,000 |
11,785 |
|
STIFEL FINANCIAL CORP |
2995 |
*New |
2023-12-31 |
11,765 |
$226,000 |
11,765 |
|
KISTLERTIFFANY COMPANIES, LLC |
521 |
*New |
2023-06-30 |
1,945 |
$39,000 |
1,945 |
|
WESTEND ADVISORS LLC |
58 |
*New |
2023-12-31 |
1,322 |
$25,000 |
1,322 |
|
Coppell Advisory Solutions LLC |
688 |
*New |
2023-12-31 |
1,184 |
$23,000 |
1,184 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
200 |
$4,000 |
200 |
|
|
9 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
|
|
|